Civic Intelligence

STILES & ASSOCIATED, INC.

Plan context: STILES & ASSOCIATES, INC. CASH BALANCE PLAN

EIN 27-0294506 • New Preston, CT • 19 filings • 4 plans

25 West Shore RoadNew Preston, CT 06777
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$554,164

2020 Contributions

$28,043

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,021,450$510,725$0200920152019YearValue
$554,164Latest year 2019

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1160200920152019YearValue
2Latest year 2019

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202010$0$0-
STILES & ASSOCIATES, INC. CASH BALANCE PLAN-0$0$0-
201922$554,164$28,043$14,022iApproximate average salary by contribution assumption: employee only about $350,538 at 4% or $233,692 at 6%; with 50% employer match about $233,692 at 4% or $155,794 at 6%; with 100% employer match about $175,269 at 4% or $116,846 at 6%.
STILES & ASSOCIATES, INC. CASH BALANCE PLAN-2$554,164$26,200$13,100iApproximate average salary by contribution assumption: employee only about $327,500 at 4% or $218,333 at 6%; with 50% employer match about $218,333 at 4% or $145,556 at 6%; with 100% employer match about $163,750 at 4% or $109,167 at 6%.
Stiles & Associates Inc. 401(K) Plan-0$0$1,843-
201822$960,034$61,956$30,978iApproximate average salary by contribution assumption: employee only about $774,450 at 4% or $516,300 at 6%; with 50% employer match about $516,300 at 4% or $344,200 at 6%; with 100% employer match about $387,225 at 4% or $258,150 at 6%.
Stiles & Associates Inc. 401(K) Plan-2$510,983$50,456$25,228iApproximate average salary by contribution assumption: employee only about $630,700 at 4% or $420,467 at 6%; with 50% employer match about $420,467 at 4% or $280,311 at 6%; with 100% employer match about $315,350 at 4% or $210,233 at 6%.
STILES & ASSOCIATES, INC. CASH BALANCE PLAN-2$449,051$11,500$5,750iApproximate average salary by contribution assumption: employee only about $143,750 at 4% or $95,833 at 6%; with 50% employer match about $95,833 at 4% or $63,889 at 6%; with 100% employer match about $71,875 at 4% or $47,917 at 6%.
201724$1,021,450$81,851$20,463iApproximate average salary by contribution assumption: employee only about $511,569 at 4% or $341,046 at 6%; with 50% employer match about $341,046 at 4% or $227,364 at 6%; with 100% employer match about $255,784 at 4% or $170,523 at 6%.
Stiles & Associates Inc. 401(K) Plan-4$529,145$77,851$19,463iApproximate average salary by contribution assumption: employee only about $486,569 at 4% or $324,379 at 6%; with 50% employer match about $324,379 at 4% or $216,253 at 6%; with 100% employer match about $243,284 at 4% or $162,190 at 6%.
STILES & ASSOCIATES, INC. CASH BALANCE PLAN-3$492,305$4,000$1,333iApproximate average salary by contribution assumption: employee only about $33,333 at 4% or $22,222 at 6%; with 50% employer match about $22,222 at 4% or $14,815 at 6%; with 100% employer match about $16,667 at 4% or $11,111 at 6%.
2016211$983,232$207,169$18,834iApproximate average salary by contribution assumption: employee only about $470,839 at 4% or $313,892 at 6%; with 50% employer match about $313,892 at 4% or $209,262 at 6%; with 100% employer match about $235,419 at 4% or $156,946 at 6%.
STILES & ASSOCIATES, INC. CASH BALANCE PLAN-11$512,070$71,260$6,478iApproximate average salary by contribution assumption: employee only about $161,955 at 4% or $107,970 at 6%; with 50% employer match about $107,970 at 4% or $71,980 at 6%; with 100% employer match about $80,977 at 4% or $53,985 at 6%.
Stiles & Associates Inc. 401(K) Plan-10$471,162$135,909$13,591iApproximate average salary by contribution assumption: employee only about $339,773 at 4% or $226,515 at 6%; with 50% employer match about $226,515 at 4% or $151,010 at 6%; with 100% employer match about $169,886 at 4% or $113,258 at 6%.
201529$772,484$249,437$27,715iApproximate average salary by contribution assumption: employee only about $692,881 at 4% or $461,920 at 6%; with 50% employer match about $461,920 at 4% or $307,947 at 6%; with 100% employer match about $346,440 at 4% or $230,960 at 6%.
STILES & ASSOCIATES, INC. CASH BALANCE PLAN-9$439,919$133,561$14,840iApproximate average salary by contribution assumption: employee only about $371,003 at 4% or $247,335 at 6%; with 50% employer match about $247,335 at 4% or $164,890 at 6%; with 100% employer match about $185,501 at 4% or $123,668 at 6%.
Stiles & Associates Inc. 401(K) Plan-9$332,565$115,876$12,875iApproximate average salary by contribution assumption: employee only about $321,878 at 4% or $214,585 at 6%; with 50% employer match about $214,585 at 4% or $143,057 at 6%; with 100% employer match about $160,939 at 4% or $107,293 at 6%.
201427$536,928$209,777$29,968iApproximate average salary by contribution assumption: employee only about $749,204 at 4% or $499,469 at 6%; with 50% employer match about $499,469 at 4% or $332,979 at 6%; with 100% employer match about $374,602 at 4% or $249,735 at 6%.
STILES & ASSOCIATES, INC. CASH BALANCE PLAN-7$307,403$103,155$14,736iApproximate average salary by contribution assumption: employee only about $368,411 at 4% or $245,607 at 6%; with 50% employer match about $245,607 at 4% or $163,738 at 6%; with 100% employer match about $184,205 at 4% or $122,804 at 6%.
Stiles & Associates Inc. 401(K) Plan-7$229,525$106,622$15,232iApproximate average salary by contribution assumption: employee only about $380,793 at 4% or $253,862 at 6%; with 50% employer match about $253,862 at 4% or $169,241 at 6%; with 100% employer match about $190,396 at 4% or $126,931 at 6%.
201327$324,662$216,296$30,899iApproximate average salary by contribution assumption: employee only about $772,486 at 4% or $514,990 at 6%; with 50% employer match about $514,990 at 4% or $343,327 at 6%; with 100% employer match about $386,243 at 4% or $257,495 at 6%.
STILES & ASSOCIATES, INC. CASH BALANCE PLAN-6$204,413$103,754$17,292iApproximate average salary by contribution assumption: employee only about $432,308 at 4% or $288,206 at 6%; with 50% employer match about $288,206 at 4% or $192,137 at 6%; with 100% employer match about $216,154 at 4% or $144,103 at 6%.
Stiles & Associates Inc. 401(K) Plan-7$120,249$112,542$16,077iApproximate average salary by contribution assumption: employee only about $401,936 at 4% or $267,957 at 6%; with 50% employer match about $267,957 at 4% or $178,638 at 6%; with 100% employer match about $200,968 at 4% or $133,979 at 6%.
201216$102,870$102,870$17,145iApproximate average salary by contribution assumption: employee only about $428,625 at 4% or $285,750 at 6%; with 50% employer match about $285,750 at 4% or $190,500 at 6%; with 100% employer match about $214,313 at 4% or $142,875 at 6%.
STILES & ASSOCIATES, INC. CASH BALANCE PLAN-6$102,870$102,870$17,145iApproximate average salary by contribution assumption: employee only about $428,625 at 4% or $285,750 at 6%; with 50% employer match about $285,750 at 4% or $190,500 at 6%; with 100% employer match about $214,313 at 4% or $142,875 at 6%.
201110$0$0-
STILES & ASSOCIATES, INC. 401(K) P/S PLAN-0$0$0-
201012$443,165$95,500$47,750iApproximate average salary by contribution assumption: employee only about $1,193,750 at 4% or $795,833 at 6%; with 50% employer match about $795,833 at 4% or $530,556 at 6%; with 100% employer match about $596,875 at 4% or $397,917 at 6%.
STILES & ASSOCIATES, INC. 401(K) P/S PLAN-2$443,165$95,500$47,750iApproximate average salary by contribution assumption: employee only about $1,193,750 at 4% or $795,833 at 6%; with 50% employer match about $795,833 at 4% or $530,556 at 6%; with 100% employer match about $596,875 at 4% or $397,917 at 6%.
200912$314,587$91,000$45,500iApproximate average salary by contribution assumption: employee only about $1,137,500 at 4% or $758,333 at 6%; with 50% employer match about $758,333 at 4% or $505,556 at 6%; with 100% employer match about $568,750 at 4% or $379,167 at 6%.
STILES & ASSOCIATED, INC. 401(K) P/S PLAN-2$314,587$91,000$45,500iApproximate average salary by contribution assumption: employee only about $1,137,500 at 4% or $758,333 at 6%; with 50% employer match about $758,333 at 4% or $505,556 at 6%; with 100% employer match about $568,750 at 4% or $379,167 at 6%.