Stone & Associates, Cpas LLC
Plan context: Stone & Associates, Cpas, 401(K) Plan
EIN 26-1439796 • 18 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$2,148,912
2024 Contributions
$63,063
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 | 1 | 2 | $2,148,912 | $63,063 | $31,532iApproximate average salary by contribution assumption: employee only about $788,288 at 4% or $525,525 at 6%; with 50% employer match about $525,525 at 4% or $350,350 at 6%; with 100% employer match about $394,144 at 4% or $262,763 at 6%. |
| Stone & Associates, Cpas, 401(K) Plan | - | 2 | $2,148,912 | $63,063 | $31,532iApproximate average salary by contribution assumption: employee only about $788,288 at 4% or $525,525 at 6%; with 50% employer match about $525,525 at 4% or $350,350 at 6%; with 100% employer match about $394,144 at 4% or $262,763 at 6%. |
| 2023 | 1 | 4 | $1,778,015 | $72,501 | $18,125iApproximate average salary by contribution assumption: employee only about $453,131 at 4% or $302,088 at 6%; with 50% employer match about $302,088 at 4% or $201,392 at 6%; with 100% employer match about $226,566 at 4% or $151,044 at 6%. |
| Stone & Associates, Cpas, 401(K) Plan | - | 4 | $1,778,015 | $72,501 | $18,125iApproximate average salary by contribution assumption: employee only about $453,131 at 4% or $302,088 at 6%; with 50% employer match about $302,088 at 4% or $201,392 at 6%; with 100% employer match about $226,566 at 4% or $151,044 at 6%. |
| 2022 | 1 | 4 | $1,458,832 | $77,287 | $19,322iApproximate average salary by contribution assumption: employee only about $483,044 at 4% or $322,029 at 6%; with 50% employer match about $322,029 at 4% or $214,686 at 6%; with 100% employer match about $241,522 at 4% or $161,015 at 6%. |
| Stone & Associates, Cpas, 401(K) Plan | - | 4 | $1,458,832 | $77,287 | $19,322iApproximate average salary by contribution assumption: employee only about $483,044 at 4% or $322,029 at 6%; with 50% employer match about $322,029 at 4% or $214,686 at 6%; with 100% employer match about $241,522 at 4% or $161,015 at 6%. |
| 2021 | 1 | 4 | $1,683,903 | $69,506 | $17,377iApproximate average salary by contribution assumption: employee only about $434,413 at 4% or $289,608 at 6%; with 50% employer match about $289,608 at 4% or $193,072 at 6%; with 100% employer match about $217,206 at 4% or $144,804 at 6%. |
| Stone & Associates, Cpas, 401(K) Plan | - | 4 | $1,683,903 | $69,506 | $17,377iApproximate average salary by contribution assumption: employee only about $434,413 at 4% or $289,608 at 6%; with 50% employer match about $289,608 at 4% or $193,072 at 6%; with 100% employer match about $217,206 at 4% or $144,804 at 6%. |
| 2020 | 1 | 3 | $1,297,095 | $66,829 | $22,276iApproximate average salary by contribution assumption: employee only about $556,908 at 4% or $371,272 at 6%; with 50% employer match about $371,272 at 4% or $247,515 at 6%; with 100% employer match about $278,454 at 4% or $185,636 at 6%. |
| Stone & Associates, Cpas, 401(K) Plan | - | 3 | $1,297,095 | $66,829 | $22,276iApproximate average salary by contribution assumption: employee only about $556,908 at 4% or $371,272 at 6%; with 50% employer match about $371,272 at 4% or $247,515 at 6%; with 100% employer match about $278,454 at 4% or $185,636 at 6%. |
| 2019 | 1 | 3 | $1,132,742 | $68,721 | $22,907iApproximate average salary by contribution assumption: employee only about $572,675 at 4% or $381,783 at 6%; with 50% employer match about $381,783 at 4% or $254,522 at 6%; with 100% employer match about $286,338 at 4% or $190,892 at 6%. |
| Stone & Associates, Cpas, 401(K) Plan | - | 3 | $1,132,742 | $68,721 | $22,907iApproximate average salary by contribution assumption: employee only about $572,675 at 4% or $381,783 at 6%; with 50% employer match about $381,783 at 4% or $254,522 at 6%; with 100% employer match about $286,338 at 4% or $190,892 at 6%. |
| 2018 | 1 | 3 | $868,743 | $69,571 | $23,190iApproximate average salary by contribution assumption: employee only about $579,758 at 4% or $386,506 at 6%; with 50% employer match about $386,506 at 4% or $257,670 at 6%; with 100% employer match about $289,879 at 4% or $193,253 at 6%. |
| Stone & Associates, Cpas, 401(K) Plan | - | 3 | $868,743 | $69,571 | $23,190iApproximate average salary by contribution assumption: employee only about $579,758 at 4% or $386,506 at 6%; with 50% employer match about $386,506 at 4% or $257,670 at 6%; with 100% employer match about $289,879 at 4% or $193,253 at 6%. |
| 2017 | 1 | 2 | $857,867 | $56,103 | $28,052iApproximate average salary by contribution assumption: employee only about $701,288 at 4% or $467,525 at 6%; with 50% employer match about $467,525 at 4% or $311,683 at 6%; with 100% employer match about $350,644 at 4% or $233,763 at 6%. |
| Stone & Associates, Cpas, 401(K) Plan | - | 2 | $857,867 | $56,103 | $28,052iApproximate average salary by contribution assumption: employee only about $701,288 at 4% or $467,525 at 6%; with 50% employer match about $467,525 at 4% or $311,683 at 6%; with 100% employer match about $350,644 at 4% or $233,763 at 6%. |
| 2016 | 1 | 2 | $651,724 | $56,230 | $28,115iApproximate average salary by contribution assumption: employee only about $702,875 at 4% or $468,583 at 6%; with 50% employer match about $468,583 at 4% or $312,389 at 6%; with 100% employer match about $351,438 at 4% or $234,292 at 6%. |
| Stone & Associates, Cpas, 401(K) Plan | - | 2 | $651,724 | $56,230 | $28,115iApproximate average salary by contribution assumption: employee only about $702,875 at 4% or $468,583 at 6%; with 50% employer match about $468,583 at 4% or $312,389 at 6%; with 100% employer match about $351,438 at 4% or $234,292 at 6%. |
| 2015 | 1 | 2 | $529,633 | $52,760 | $26,380iApproximate average salary by contribution assumption: employee only about $659,500 at 4% or $439,667 at 6%; with 50% employer match about $439,667 at 4% or $293,111 at 6%; with 100% employer match about $329,750 at 4% or $219,833 at 6%. |
| Stone & Associates, Cpas, 401(K) Plan | - | 2 | $529,633 | $52,760 | $26,380iApproximate average salary by contribution assumption: employee only about $659,500 at 4% or $439,667 at 6%; with 50% employer match about $439,667 at 4% or $293,111 at 6%; with 100% employer match about $329,750 at 4% or $219,833 at 6%. |
| 2014 | 1 | 2 | $530,374 | $55,296 | $27,648iApproximate average salary by contribution assumption: employee only about $691,200 at 4% or $460,800 at 6%; with 50% employer match about $460,800 at 4% or $307,200 at 6%; with 100% employer match about $345,600 at 4% or $230,400 at 6%. |
| Stone & Associates, Cpas, 401(K) Plan | - | 2 | $530,374 | $55,296 | $27,648iApproximate average salary by contribution assumption: employee only about $691,200 at 4% or $460,800 at 6%; with 50% employer match about $460,800 at 4% or $307,200 at 6%; with 100% employer match about $345,600 at 4% or $230,400 at 6%. |
| 2013 | 1 | 2 | $427,419 | $50,989 | $25,495iApproximate average salary by contribution assumption: employee only about $637,363 at 4% or $424,908 at 6%; with 50% employer match about $424,908 at 4% or $283,272 at 6%; with 100% employer match about $318,681 at 4% or $212,454 at 6%. |
| Stone & Associates, Cpas, 401(K) Plan | - | 2 | $427,419 | $50,989 | $25,495iApproximate average salary by contribution assumption: employee only about $637,363 at 4% or $424,908 at 6%; with 50% employer match about $424,908 at 4% or $283,272 at 6%; with 100% employer match about $318,681 at 4% or $212,454 at 6%. |
| 2012 | 1 | 2 | $355,790 | $49,972 | $24,986iApproximate average salary by contribution assumption: employee only about $624,650 at 4% or $416,433 at 6%; with 50% employer match about $416,433 at 4% or $277,622 at 6%; with 100% employer match about $312,325 at 4% or $208,217 at 6%. |
| Stone & Associates, Cpas, 401(K) Plan | - | 2 | $355,790 | $49,972 | $24,986iApproximate average salary by contribution assumption: employee only about $624,650 at 4% or $416,433 at 6%; with 50% employer match about $416,433 at 4% or $277,622 at 6%; with 100% employer match about $312,325 at 4% or $208,217 at 6%. |
| 2011 | 1 | 2 | $303,093 | $52,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| Stone & Associates, Cpas, 401(K) Plan | - | 2 | $303,093 | $52,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| 2010 | 1 | 2 | $251,098 | $49,198 | $24,599iApproximate average salary by contribution assumption: employee only about $614,975 at 4% or $409,983 at 6%; with 50% employer match about $409,983 at 4% or $273,322 at 6%; with 100% employer match about $307,488 at 4% or $204,992 at 6%. |
| Stone & Associates, Cpas, 401(K) Plan | - | 2 | $251,098 | $49,198 | $24,599iApproximate average salary by contribution assumption: employee only about $614,975 at 4% or $409,983 at 6%; with 50% employer match about $409,983 at 4% or $273,322 at 6%; with 100% employer match about $307,488 at 4% or $204,992 at 6%. |
| 2009 | 1 | 2 | $215,751 | $167,335 | $83,668iApproximate average salary by contribution assumption: employee only about $2,091,688 at 4% or $1,394,458 at 6%; with 50% employer match about $1,394,458 at 4% or $929,639 at 6%; with 100% employer match about $1,045,844 at 4% or $697,229 at 6%. |
| Stone & Associates, Cpas, 401(K) Plan | - | 2 | $215,751 | $167,335 | $83,668iApproximate average salary by contribution assumption: employee only about $2,091,688 at 4% or $1,394,458 at 6%; with 50% employer match about $1,394,458 at 4% or $929,639 at 6%; with 100% employer match about $1,045,844 at 4% or $697,229 at 6%. |
| 2008 | 1 | 2 | $0 | $0 | - |
| Stone & Associates, Cpas, 401(K) Plan | - | 2 | - | - | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| Stone & Associates, Cpas, 401(K) Plan | - | 1 | - | - | - |