Stephenson Equipment Inc.
Plan context: Stephenson Equipment Inc. 401(K) Plan
EIN 25-1511922 • 52 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
286
2024 Assets
$36,807,979
2024 Contributions
$9,896,214
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 4 | 286 | $36,807,979 | $9,896,214 | $34,602iApproximate average salary by contribution assumption: employee only about $865,054 at 4% or $576,702 at 6%; with 50% employer match about $576,702 at 4% or $384,468 at 6%; with 100% employer match about $432,527 at 4% or $288,351 at 6%. |
| Stephenson Equipment Inc. 401(K) Plan | - | 285 | $24,122,225 | $2,925,557 | $10,265iApproximate average salary by contribution assumption: employee only about $256,628 at 4% or $171,085 at 6%; with 50% employer match about $171,085 at 4% or $114,057 at 6%; with 100% employer match about $128,314 at 4% or $85,543 at 6%. |
| Stephenson Equipment Inc. Employee Stock Ownership Plan | - | 219 | $11,415,000 | $3,969,835 | $18,127iApproximate average salary by contribution assumption: employee only about $453,178 at 4% or $302,118 at 6%; with 50% employer match about $302,118 at 4% or $201,412 at 6%; with 100% employer match about $226,589 at 4% or $151,059 at 6%. |
| Stephenson Equipment Inc. Group Medical Plan | - | 219 | $1,270,754 | $3,000,822 | $13,702iApproximate average salary by contribution assumption: employee only about $342,560 at 4% or $228,373 at 6%; with 50% employer match about $228,373 at 4% or $152,249 at 6%; with 100% employer match about $171,280 at 4% or $114,187 at 6%. |
| Stephenson Equipment Inc. Group Insurance Plan | - | 286 | - | - | - |
| 2023 | 4 | 248 | $26,097,590 | $4,871,897 | $19,645iApproximate average salary by contribution assumption: employee only about $491,119 at 4% or $327,412 at 6%; with 50% employer match about $327,412 at 4% or $218,275 at 6%; with 100% employer match about $245,559 at 4% or $163,706 at 6%. |
| Stephenson Equipment Inc. 401(K) Plan | - | 248 | $19,888,461 | $2,214,495 | $8,929iApproximate average salary by contribution assumption: employee only about $223,235 at 4% or $148,824 at 6%; with 50% employer match about $148,824 at 4% or $99,216 at 6%; with 100% employer match about $111,618 at 4% or $74,412 at 6%. |
| Stephenson Equipment Inc. Employee Stock Ownership Plan | - | 225 | $5,523,000 | $41,539 | $185iApproximate average salary by contribution assumption: employee only about $4,615 at 4% or $3,077 at 6%; with 50% employer match about $3,077 at 4% or $2,051 at 6%; with 100% employer match about $2,308 at 4% or $1,538 at 6%. |
| Stephenson Equipment Inc. Group Medical Plan | - | 184 | $686,129 | $2,615,863 | $14,217iApproximate average salary by contribution assumption: employee only about $355,416 at 4% or $236,944 at 6%; with 50% employer match about $236,944 at 4% or $157,963 at 6%; with 100% employer match about $177,708 at 4% or $118,472 at 6%. |
| Stephenson Equipment Inc. Group Insurance Plan | - | 239 | - | - | - |
| 2022 | 4 | 251 | $19,522,238 | $7,638,891 | $30,434iApproximate average salary by contribution assumption: employee only about $760,846 at 4% or $507,230 at 6%; with 50% employer match about $507,230 at 4% or $338,154 at 6%; with 100% employer match about $380,423 at 4% or $253,615 at 6%. |
| Stephenson Equipment Inc. 401(K) Plan | - | 230 | $15,578,049 | $2,070,551 | $9,002iApproximate average salary by contribution assumption: employee only about $225,060 at 4% or $150,040 at 6%; with 50% employer match about $150,040 at 4% or $100,027 at 6%; with 100% employer match about $112,530 at 4% or $75,020 at 6%. |
| Stephenson Equipment Inc. Employee Stock Ownership Plan | - | 251 | $3,700,000 | $3,700,000 | $14,741iApproximate average salary by contribution assumption: employee only about $368,526 at 4% or $245,684 at 6%; with 50% employer match about $245,684 at 4% or $163,789 at 6%; with 100% employer match about $184,263 at 4% or $122,842 at 6%. |
| Stephenson Equipment Inc. Group Medical Plan | - | 161 | $244,189 | $1,868,340 | $11,605iApproximate average salary by contribution assumption: employee only about $290,115 at 4% or $193,410 at 6%; with 50% employer match about $193,410 at 4% or $128,940 at 6%; with 100% employer match about $145,057 at 4% or $96,705 at 6%. |
| Stephenson Equipment Inc. Group Insurance Plan | - | 166 | - | - | - |
| 2021 | 3 | 215 | $18,378,955 | $3,737,401 | $17,383iApproximate average salary by contribution assumption: employee only about $434,582 at 4% or $289,721 at 6%; with 50% employer match about $289,721 at 4% or $193,147 at 6%; with 100% employer match about $217,291 at 4% or $144,861 at 6%. |
| Stephenson Equipment Inc. 401(K) Plan | - | 194 | $17,557,574 | $1,672,916 | $8,623iApproximate average salary by contribution assumption: employee only about $215,582 at 4% or $143,721 at 6%; with 50% employer match about $143,721 at 4% or $95,814 at 6%; with 100% employer match about $107,791 at 4% or $71,861 at 6%. |
| Stephenson Equipment Inc. Group Medical Plan | - | 161 | $821,381 | $2,064,485 | $12,823iApproximate average salary by contribution assumption: employee only about $320,572 at 4% or $213,715 at 6%; with 50% employer match about $213,715 at 4% or $142,477 at 6%; with 100% employer match about $160,286 at 4% or $106,857 at 6%. |
| Stephenson Equipment Inc. Group Insurance Plan | - | 215 | - | - | - |
| 2020 | 3 | 188 | $16,515,646 | $3,243,171 | $17,251iApproximate average salary by contribution assumption: employee only about $431,273 at 4% or $287,515 at 6%; with 50% employer match about $287,515 at 4% or $191,677 at 6%; with 100% employer match about $215,636 at 4% or $143,758 at 6%. |
| Stephenson Equipment Inc. 401(K) Plan | - | 178 | $15,913,591 | $1,370,050 | $7,697iApproximate average salary by contribution assumption: employee only about $192,423 at 4% or $128,282 at 6%; with 50% employer match about $128,282 at 4% or $85,521 at 6%; with 100% employer match about $96,211 at 4% or $64,141 at 6%. |
| Stephenson Equipment Inc. Group Medical Plan | - | 156 | $602,055 | $1,873,121 | $12,007iApproximate average salary by contribution assumption: employee only about $300,180 at 4% or $200,120 at 6%; with 50% employer match about $200,120 at 4% or $133,413 at 6%; with 100% employer match about $150,090 at 4% or $100,060 at 6%. |
| Stephenson Equipment Inc. Group Insurance Plan | - | 188 | - | - | - |
| 2019 | 3 | 202 | $13,694,619 | $3,191,248 | $15,798iApproximate average salary by contribution assumption: employee only about $394,956 at 4% or $263,304 at 6%; with 50% employer match about $263,304 at 4% or $175,536 at 6%; with 100% employer match about $197,478 at 4% or $131,652 at 6%. |
| Stephenson Equipment Inc. 401(K) Plan | - | 179 | $13,280,205 | $1,372,599 | $7,668iApproximate average salary by contribution assumption: employee only about $191,704 at 4% or $127,803 at 6%; with 50% employer match about $127,803 at 4% or $85,202 at 6%; with 100% employer match about $95,852 at 4% or $63,901 at 6%. |
| Stephenson Equipment Inc. Group Medical Plan | - | 173 | $414,414 | $1,818,649 | $10,512iApproximate average salary by contribution assumption: employee only about $262,811 at 4% or $175,207 at 6%; with 50% employer match about $175,207 at 4% or $116,805 at 6%; with 100% employer match about $131,405 at 4% or $87,604 at 6%. |
| Stephenson Equipment Inc. Group Insurance Plan | - | 202 | - | - | - |
| 2018 | 4 | 169 | $11,051,775 | $3,057,928 | $18,094iApproximate average salary by contribution assumption: employee only about $452,356 at 4% or $301,571 at 6%; with 50% employer match about $301,571 at 4% or $201,047 at 6%; with 100% employer match about $226,178 at 4% or $150,785 at 6%. |
| Stephenson Equipment Inc. 401(K) Plan | - | 169 | $10,734,440 | $1,487,428 | $8,801iApproximate average salary by contribution assumption: employee only about $220,034 at 4% or $146,689 at 6%; with 50% employer match about $146,689 at 4% or $97,793 at 6%; with 100% employer match about $110,017 at 4% or $73,345 at 6%. |
| Stephenson Equipment Inc. Group Medical Plan | - | 146 | $317,335 | $1,570,500 | $10,757iApproximate average salary by contribution assumption: employee only about $268,921 at 4% or $179,281 at 6%; with 50% employer match about $179,281 at 4% or $119,521 at 6%; with 100% employer match about $134,461 at 4% or $89,640 at 6%. |
| STEPHENSON EQUIPMENT, INC. GROUP DENTAL & VISION PLAN | - | 0 | - | - | - |
| Stephenson Equipment Inc. Life & Disability Plan | - | 0 | - | - | - |
| 2017 | 3 | 175 | $10,556,775 | $2,031,171 | $11,607iApproximate average salary by contribution assumption: employee only about $290,167 at 4% or $193,445 at 6%; with 50% employer match about $193,445 at 4% or $128,963 at 6%; with 100% employer match about $145,084 at 4% or $96,722 at 6%. |
| Stephenson Equipment Inc. 401(K) Plan | - | 160 | $10,427,228 | $1,083,862 | $6,774iApproximate average salary by contribution assumption: employee only about $169,353 at 4% or $112,902 at 6%; with 50% employer match about $112,902 at 4% or $75,268 at 6%; with 100% employer match about $84,677 at 4% or $56,451 at 6%. |
| Stephenson Equipment Inc. Group Medical Plan | - | 108 | $129,547 | $947,309 | $8,771iApproximate average salary by contribution assumption: employee only about $219,284 at 4% or $146,190 at 6%; with 50% employer match about $146,190 at 4% or $97,460 at 6%; with 100% employer match about $109,642 at 4% or $73,095 at 6%. |
| Stephenson Equipment Inc. Life & Disability Plan | - | 175 | - | - | - |
| 2016 | 3 | 141 | $8,117,269 | $1,644,104 | $11,660iApproximate average salary by contribution assumption: employee only about $291,508 at 4% or $194,339 at 6%; with 50% employer match about $194,339 at 4% or $129,559 at 6%; with 100% employer match about $145,754 at 4% or $97,169 at 6%. |
| Stephenson Equipment Inc. 401(K) Plan | - | 130 | $8,022,364 | $829,945 | $6,384iApproximate average salary by contribution assumption: employee only about $159,605 at 4% or $106,403 at 6%; with 50% employer match about $106,403 at 4% or $70,935 at 6%; with 100% employer match about $79,802 at 4% or $53,202 at 6%. |
| Stephenson Equipment Inc. Group Medical Plan | - | 96 | $94,905 | $814,159 | $8,481iApproximate average salary by contribution assumption: employee only about $212,021 at 4% or $141,347 at 6%; with 50% employer match about $141,347 at 4% or $94,231 at 6%; with 100% employer match about $106,010 at 4% or $70,674 at 6%. |
| Stephenson Equipment Inc. Life & Disability Plan | - | 141 | - | - | - |
| 2015 | 3 | 135 | $7,006,361 | $1,515,298 | $11,224iApproximate average salary by contribution assumption: employee only about $280,611 at 4% or $187,074 at 6%; with 50% employer match about $187,074 at 4% or $124,716 at 6%; with 100% employer match about $140,305 at 4% or $93,537 at 6%. |
| Stephenson Equipment Inc. 401(K) Plan | - | 124 | $6,972,881 | $788,363 | $6,358iApproximate average salary by contribution assumption: employee only about $158,944 at 4% or $105,963 at 6%; with 50% employer match about $105,963 at 4% or $70,642 at 6%; with 100% employer match about $79,472 at 4% or $52,981 at 6%. |
| Stephenson Equipment Inc. Group Medical Plan | - | 94 | $33,480 | $726,935 | $7,733iApproximate average salary by contribution assumption: employee only about $193,334 at 4% or $128,889 at 6%; with 50% employer match about $128,889 at 4% or $85,926 at 6%; with 100% employer match about $96,667 at 4% or $64,445 at 6%. |
| Stephenson Equipment Inc. Life & Disability Plan | - | 135 | - | - | - |
| 2014 | 2 | 117 | $6,876,098 | $1,451,879 | $12,409iApproximate average salary by contribution assumption: employee only about $310,231 at 4% or $206,820 at 6%; with 50% employer match about $206,820 at 4% or $137,880 at 6%; with 100% employer match about $155,115 at 4% or $103,410 at 6%. |
| Stephenson Equipment Inc. 401(K) Plan | - | 117 | $6,874,672 | $674,515 | $5,765iApproximate average salary by contribution assumption: employee only about $144,127 at 4% or $96,085 at 6%; with 50% employer match about $96,085 at 4% or $64,057 at 6%; with 100% employer match about $72,064 at 4% or $48,042 at 6%. |
| Stephenson Equipment Inc. Group Medical Plan | - | 93 | $1,426 | $777,364 | $8,359iApproximate average salary by contribution assumption: employee only about $208,969 at 4% or $139,313 at 6%; with 50% employer match about $139,313 at 4% or $92,875 at 6%; with 100% employer match about $104,484 at 4% or $69,656 at 6%. |
| 2013 | 2 | 124 | $6,159,094 | $619,600 | $4,997iApproximate average salary by contribution assumption: employee only about $124,919 at 4% or $83,280 at 6%; with 50% employer match about $83,280 at 4% or $55,520 at 6%; with 100% employer match about $62,460 at 4% or $41,640 at 6%. |
| Stephenson Equipment Inc. 401(K) Plan | - | 116 | $6,159,094 | $619,600 | $5,341iApproximate average salary by contribution assumption: employee only about $133,534 at 4% or $89,023 at 6%; with 50% employer match about $89,023 at 4% or $59,349 at 6%; with 100% employer match about $66,767 at 4% or $44,511 at 6%. |
| Stephenson Equipment Inc. Group Medical Plan | - | 124 | - | - | - |
| 2012 | 1 | 108 | $4,685,191 | $486,019 | $4,500iApproximate average salary by contribution assumption: employee only about $112,504 at 4% or $75,003 at 6%; with 50% employer match about $75,003 at 4% or $50,002 at 6%; with 100% employer match about $56,252 at 4% or $37,501 at 6%. |
| Stephenson Equipment Inc. 401(K) Plan | - | 108 | $4,685,191 | $486,019 | $4,500iApproximate average salary by contribution assumption: employee only about $112,504 at 4% or $75,003 at 6%; with 50% employer match about $75,003 at 4% or $50,002 at 6%; with 100% employer match about $56,252 at 4% or $37,501 at 6%. |
| 2011 | 1 | 104 | $3,808,445 | $526,511 | $5,063iApproximate average salary by contribution assumption: employee only about $126,565 at 4% or $84,377 at 6%; with 50% employer match about $84,377 at 4% or $56,251 at 6%; with 100% employer match about $63,283 at 4% or $42,188 at 6%. |
| Stephenson Equipment Inc. 401(K) Plan | - | 104 | $3,808,445 | $526,511 | $5,063iApproximate average salary by contribution assumption: employee only about $126,565 at 4% or $84,377 at 6%; with 50% employer match about $84,377 at 4% or $56,251 at 6%; with 100% employer match about $63,283 at 4% or $42,188 at 6%. |
| 2010 | 1 | 99 | $3,447,341 | $403,131 | $4,072iApproximate average salary by contribution assumption: employee only about $101,801 at 4% or $67,867 at 6%; with 50% employer match about $67,867 at 4% or $45,245 at 6%; with 100% employer match about $50,900 at 4% or $33,934 at 6%. |
| Stephenson Equipment Inc. 401(K) Plan | - | 99 | $3,447,341 | $403,131 | $4,072iApproximate average salary by contribution assumption: employee only about $101,801 at 4% or $67,867 at 6%; with 50% employer match about $67,867 at 4% or $45,245 at 6%; with 100% employer match about $50,900 at 4% or $33,934 at 6%. |
| 2009 | 1 | 97 | $2,814,922 | $329,908 | $3,401iApproximate average salary by contribution assumption: employee only about $85,028 at 4% or $56,685 at 6%; with 50% employer match about $56,685 at 4% or $37,790 at 6%; with 100% employer match about $42,514 at 4% or $28,343 at 6%. |
| Stephenson Equipment Inc. 401(K) Plan | - | 97 | $2,814,922 | $329,908 | $3,401iApproximate average salary by contribution assumption: employee only about $85,028 at 4% or $56,685 at 6%; with 50% employer match about $56,685 at 4% or $37,790 at 6%; with 100% employer match about $42,514 at 4% or $28,343 at 6%. |
| 2008 | 1 | 113 | $2,464,360 | $444,584 | $3,934iApproximate average salary by contribution assumption: employee only about $98,359 at 4% or $65,573 at 6%; with 50% employer match about $65,573 at 4% or $43,715 at 6%; with 100% employer match about $49,180 at 4% or $32,786 at 6%. |
| Stephenson Equipment Inc. 401(K) Plan | - | 113 | $2,464,360 | $444,584 | $3,934iApproximate average salary by contribution assumption: employee only about $98,359 at 4% or $65,573 at 6%; with 50% employer match about $65,573 at 4% or $43,715 at 6%; with 100% employer match about $49,180 at 4% or $32,786 at 6%. |
| 2007 | 1 | 125 | $3,428,386 | $450,377 | $3,603iApproximate average salary by contribution assumption: employee only about $90,075 at 4% or $60,050 at 6%; with 50% employer match about $60,050 at 4% or $40,034 at 6%; with 100% employer match about $45,038 at 4% or $30,025 at 6%. |
| Stephenson Equipment Inc. 401(K) Plan | - | 125 | $3,428,386 | $450,377 | $3,603iApproximate average salary by contribution assumption: employee only about $90,075 at 4% or $60,050 at 6%; with 50% employer match about $60,050 at 4% or $40,034 at 6%; with 100% employer match about $45,038 at 4% or $30,025 at 6%. |
| 2006 | 1 | 110 | $0 | $0 | - |
| Stephenson Equipment Inc. 401(K) Plan | - | 110 | - | - | - |
| 2005 | 1 | 112 | $2,914,117 | $287,448 | $2,567iApproximate average salary by contribution assumption: employee only about $64,163 at 4% or $42,775 at 6%; with 50% employer match about $42,775 at 4% or $28,517 at 6%; with 100% employer match about $32,081 at 4% or $21,388 at 6%. |
| Stephenson Equipment Inc. 401(K) Plan | - | 112 | $2,914,117 | $287,448 | $2,567iApproximate average salary by contribution assumption: employee only about $64,163 at 4% or $42,775 at 6%; with 50% employer match about $42,775 at 4% or $28,517 at 6%; with 100% employer match about $32,081 at 4% or $21,388 at 6%. |
| 2004 | 1 | 103 | $2,479,415 | $342,219 | $3,323iApproximate average salary by contribution assumption: employee only about $83,063 at 4% or $55,375 at 6%; with 50% employer match about $55,375 at 4% or $36,917 at 6%; with 100% employer match about $41,531 at 4% or $27,688 at 6%. |
| Stephenson Equipment Inc. 401(K) Plan | - | 103 | $2,479,415 | $342,219 | $3,323iApproximate average salary by contribution assumption: employee only about $83,063 at 4% or $55,375 at 6%; with 50% employer match about $55,375 at 4% or $36,917 at 6%; with 100% employer match about $41,531 at 4% or $27,688 at 6%. |
| 2003 | 1 | 66 | $2,092,898 | $216,600 | $3,282iApproximate average salary by contribution assumption: employee only about $82,045 at 4% or $54,697 at 6%; with 50% employer match about $54,697 at 4% or $36,465 at 6%; with 100% employer match about $41,023 at 4% or $27,348 at 6%. |
| Stephenson Equipment Inc. 401(K) Plan | - | 66 | $2,092,898 | $216,600 | $3,282iApproximate average salary by contribution assumption: employee only about $82,045 at 4% or $54,697 at 6%; with 50% employer match about $54,697 at 4% or $36,465 at 6%; with 100% employer match about $41,023 at 4% or $27,348 at 6%. |
| 2002 | 1 | 68 | $1,949,789 | $200,726 | $2,952iApproximate average salary by contribution assumption: employee only about $73,796 at 4% or $49,198 at 6%; with 50% employer match about $49,198 at 4% or $32,798 at 6%; with 100% employer match about $36,898 at 4% or $24,599 at 6%. |
| Stephenson Equipment Inc. 401(K) Plan | - | 68 | $1,949,789 | $200,726 | $2,952iApproximate average salary by contribution assumption: employee only about $73,796 at 4% or $49,198 at 6%; with 50% employer match about $49,198 at 4% or $32,798 at 6%; with 100% employer match about $36,898 at 4% or $24,599 at 6%. |
| 2001 | 2 | 75 | $2,081,099 | $222,266 | $2,964iApproximate average salary by contribution assumption: employee only about $74,089 at 4% or $49,392 at 6%; with 50% employer match about $49,392 at 4% or $32,928 at 6%; with 100% employer match about $37,044 at 4% or $24,696 at 6%. |
| Stephenson Equipment Inc. 401(K) Plan | - | 75 | $2,081,099 | $222,266 | $2,964iApproximate average salary by contribution assumption: employee only about $74,089 at 4% or $49,392 at 6%; with 50% employer match about $49,392 at 4% or $32,928 at 6%; with 100% employer match about $37,044 at 4% or $24,696 at 6%. |
| STEPHENSON EQUIPMENT INC PREMIUM CONVERSION PLAN & FLEXIBLE SPENDING ACCOUNTS | - | 67 | - | - | - |
| 2000 | 1 | 67 | $2,125,686 | $305,730 | $4,563iApproximate average salary by contribution assumption: employee only about $114,078 at 4% or $76,052 at 6%; with 50% employer match about $76,052 at 4% or $50,701 at 6%; with 100% employer match about $57,039 at 4% or $38,026 at 6%. |
| Stephenson Equipment Inc. 401(K) Plan | - | 67 | $2,125,686 | $305,730 | $4,563iApproximate average salary by contribution assumption: employee only about $114,078 at 4% or $76,052 at 6%; with 50% employer match about $76,052 at 4% or $50,701 at 6%; with 100% employer match about $57,039 at 4% or $38,026 at 6%. |