Maurice Stephens Financial Group Inc
Plan context: Maurice Stephens Financial Group Inc 401(K) Plan
EIN 30-0142197 • Myrtle Beach, SC • 21 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$341,511
2024 Contributions
$37,668
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 | 13 | $341,511 | $37,668 | $2,898iApproximate average salary by contribution assumption: employee only about $72,438 at 4% or $48,292 at 6%; with 50% employer match about $48,292 at 4% or $32,195 at 6%; with 100% employer match about $36,219 at 4% or $24,146 at 6%. |
| Maurice Stephens Financial Group Inc 401(K) Plan | - | 13 | $341,511 | $37,668 | $2,898iApproximate average salary by contribution assumption: employee only about $72,438 at 4% or $48,292 at 6%; with 50% employer match about $48,292 at 4% or $32,195 at 6%; with 100% employer match about $36,219 at 4% or $24,146 at 6%. |
| 2023 | 1 | 14 | $888,034 | $40,222 | $2,873iApproximate average salary by contribution assumption: employee only about $71,825 at 4% or $47,883 at 6%; with 50% employer match about $47,883 at 4% or $31,922 at 6%; with 100% employer match about $35,913 at 4% or $23,942 at 6%. |
| Maurice Stephens Financial Group Inc 401(K) Plan | - | 14 | $888,034 | $40,222 | $2,873iApproximate average salary by contribution assumption: employee only about $71,825 at 4% or $47,883 at 6%; with 50% employer match about $47,883 at 4% or $31,922 at 6%; with 100% employer match about $35,913 at 4% or $23,942 at 6%. |
| 2022 | 1 | 13 | $800,336 | $34,363 | $2,643iApproximate average salary by contribution assumption: employee only about $66,083 at 4% or $44,055 at 6%; with 50% employer match about $44,055 at 4% or $29,370 at 6%; with 100% employer match about $33,041 at 4% or $22,028 at 6%. |
| Maurice Stephens Financial Group Inc 401(K) Plan | - | 13 | $800,336 | $34,363 | $2,643iApproximate average salary by contribution assumption: employee only about $66,083 at 4% or $44,055 at 6%; with 50% employer match about $44,055 at 4% or $29,370 at 6%; with 100% employer match about $33,041 at 4% or $22,028 at 6%. |
| 2021 | 1 | 14 | $914,519 | $30,416 | $2,173iApproximate average salary by contribution assumption: employee only about $54,314 at 4% or $36,210 at 6%; with 50% employer match about $36,210 at 4% or $24,140 at 6%; with 100% employer match about $27,157 at 4% or $18,105 at 6%. |
| Maurice Stephens Financial Group Inc 401(K) Plan | - | 14 | $914,519 | $30,416 | $2,173iApproximate average salary by contribution assumption: employee only about $54,314 at 4% or $36,210 at 6%; with 50% employer match about $36,210 at 4% or $24,140 at 6%; with 100% employer match about $27,157 at 4% or $18,105 at 6%. |
| 2020 | 1 | 11 | $731,158 | $37,825 | $3,439iApproximate average salary by contribution assumption: employee only about $85,966 at 4% or $57,311 at 6%; with 50% employer match about $57,311 at 4% or $38,207 at 6%; with 100% employer match about $42,983 at 4% or $28,655 at 6%. |
| Maurice Stephens Financial Group Inc 401(K) Plan | - | 11 | $731,158 | $37,825 | $3,439iApproximate average salary by contribution assumption: employee only about $85,966 at 4% or $57,311 at 6%; with 50% employer match about $57,311 at 4% or $38,207 at 6%; with 100% employer match about $42,983 at 4% or $28,655 at 6%. |
| 2019 | 1 | 11 | $669,085 | $38,594 | $3,509iApproximate average salary by contribution assumption: employee only about $87,714 at 4% or $58,476 at 6%; with 50% employer match about $58,476 at 4% or $38,984 at 6%; with 100% employer match about $43,857 at 4% or $29,238 at 6%. |
| Maurice Stephens Financial Group Inc 401(K) Plan | - | 11 | $669,085 | $38,594 | $3,509iApproximate average salary by contribution assumption: employee only about $87,714 at 4% or $58,476 at 6%; with 50% employer match about $58,476 at 4% or $38,984 at 6%; with 100% employer match about $43,857 at 4% or $29,238 at 6%. |
| 2018 | 1 | 10 | $512,300 | $36,877 | $3,688iApproximate average salary by contribution assumption: employee only about $92,193 at 4% or $61,462 at 6%; with 50% employer match about $61,462 at 4% or $40,974 at 6%; with 100% employer match about $46,096 at 4% or $30,731 at 6%. |
| Maurice Stephens Financial Group Inc 401(K) Plan | - | 10 | $512,300 | $36,877 | $3,688iApproximate average salary by contribution assumption: employee only about $92,193 at 4% or $61,462 at 6%; with 50% employer match about $61,462 at 4% or $40,974 at 6%; with 100% employer match about $46,096 at 4% or $30,731 at 6%. |
| 2017 | 1 | 11 | $523,899 | $28,130 | $2,557iApproximate average salary by contribution assumption: employee only about $63,932 at 4% or $42,621 at 6%; with 50% employer match about $42,621 at 4% or $28,414 at 6%; with 100% employer match about $31,966 at 4% or $21,311 at 6%. |
| Maurice Stephens Financial Group Inc 401(K) Plan | - | 11 | $523,899 | $28,130 | $2,557iApproximate average salary by contribution assumption: employee only about $63,932 at 4% or $42,621 at 6%; with 50% employer match about $42,621 at 4% or $28,414 at 6%; with 100% employer match about $31,966 at 4% or $21,311 at 6%. |
| 2016 | 1 | 12 | $633,211 | $30,367 | $2,531iApproximate average salary by contribution assumption: employee only about $63,265 at 4% or $42,176 at 6%; with 50% employer match about $42,176 at 4% or $28,118 at 6%; with 100% employer match about $31,632 at 4% or $21,088 at 6%. |
| Maurice Stephens Financial Group Inc 401(K) Plan | - | 12 | $633,211 | $30,367 | $2,531iApproximate average salary by contribution assumption: employee only about $63,265 at 4% or $42,176 at 6%; with 50% employer match about $42,176 at 4% or $28,118 at 6%; with 100% employer match about $31,632 at 4% or $21,088 at 6%. |
| 2015 | 1 | 10 | $567,409 | $29,694 | $2,969iApproximate average salary by contribution assumption: employee only about $74,235 at 4% or $49,490 at 6%; with 50% employer match about $49,490 at 4% or $32,993 at 6%; with 100% employer match about $37,118 at 4% or $24,745 at 6%. |
| Maurice Stephens Financial Group Inc 401(K) Plan | - | 10 | $567,409 | $29,694 | $2,969iApproximate average salary by contribution assumption: employee only about $74,235 at 4% or $49,490 at 6%; with 50% employer match about $49,490 at 4% or $32,993 at 6%; with 100% employer match about $37,118 at 4% or $24,745 at 6%. |
| 2014 | 1 | 10 | $566,597 | $31,221 | $3,122iApproximate average salary by contribution assumption: employee only about $78,053 at 4% or $52,035 at 6%; with 50% employer match about $52,035 at 4% or $34,690 at 6%; with 100% employer match about $39,026 at 4% or $26,018 at 6%. |
| Maurice Stephens Financial Group Inc 401(K) Plan | - | 10 | $566,597 | $31,221 | $3,122iApproximate average salary by contribution assumption: employee only about $78,053 at 4% or $52,035 at 6%; with 50% employer match about $52,035 at 4% or $34,690 at 6%; with 100% employer match about $39,026 at 4% or $26,018 at 6%. |
| 2013 | 1 | 10 | $536,089 | $34,850 | $3,485iApproximate average salary by contribution assumption: employee only about $87,125 at 4% or $58,083 at 6%; with 50% employer match about $58,083 at 4% or $38,722 at 6%; with 100% employer match about $43,563 at 4% or $29,042 at 6%. |
| Maurice Stephens Financial Group Inc 401(K) Plan | - | 10 | $536,089 | $34,850 | $3,485iApproximate average salary by contribution assumption: employee only about $87,125 at 4% or $58,083 at 6%; with 50% employer match about $58,083 at 4% or $38,722 at 6%; with 100% employer match about $43,563 at 4% or $29,042 at 6%. |
| 2012 | 1 | 8 | $431,226 | $47,454 | $5,932iApproximate average salary by contribution assumption: employee only about $148,294 at 4% or $98,863 at 6%; with 50% employer match about $98,863 at 4% or $65,908 at 6%; with 100% employer match about $74,147 at 4% or $49,431 at 6%. |
| Maurice Stephens Financial Group Inc 401(K) Plan | - | 8 | $431,226 | $47,454 | $5,932iApproximate average salary by contribution assumption: employee only about $148,294 at 4% or $98,863 at 6%; with 50% employer match about $98,863 at 4% or $65,908 at 6%; with 100% employer match about $74,147 at 4% or $49,431 at 6%. |
| 2011 | 1 | 7 | $352,988 | $34,136 | $4,877iApproximate average salary by contribution assumption: employee only about $121,914 at 4% or $81,276 at 6%; with 50% employer match about $81,276 at 4% or $54,184 at 6%; with 100% employer match about $60,957 at 4% or $40,638 at 6%. |
| Maurice Stephens Financial Group Inc 401(K) Plan | - | 7 | $352,988 | $34,136 | $4,877iApproximate average salary by contribution assumption: employee only about $121,914 at 4% or $81,276 at 6%; with 50% employer match about $81,276 at 4% or $54,184 at 6%; with 100% employer match about $60,957 at 4% or $40,638 at 6%. |
| 2010 | 1 | 7 | $324,556 | $36,121 | $5,160iApproximate average salary by contribution assumption: employee only about $129,004 at 4% or $86,002 at 6%; with 50% employer match about $86,002 at 4% or $57,335 at 6%; with 100% employer match about $64,502 at 4% or $43,001 at 6%. |
| Maurice Stephens Financial Group Inc 401(K) Plan | - | 7 | $324,556 | $36,121 | $5,160iApproximate average salary by contribution assumption: employee only about $129,004 at 4% or $86,002 at 6%; with 50% employer match about $86,002 at 4% or $57,335 at 6%; with 100% employer match about $64,502 at 4% or $43,001 at 6%. |
| 2009 | 1 | 6 | $248,445 | $37,378 | $6,230iApproximate average salary by contribution assumption: employee only about $155,742 at 4% or $103,828 at 6%; with 50% employer match about $103,828 at 4% or $69,219 at 6%; with 100% employer match about $77,871 at 4% or $51,914 at 6%. |
| Maurice Stephens Financial Group Inc 401(K) Plan | - | 6 | $248,445 | $37,378 | $6,230iApproximate average salary by contribution assumption: employee only about $155,742 at 4% or $103,828 at 6%; with 50% employer match about $103,828 at 4% or $69,219 at 6%; with 100% employer match about $77,871 at 4% or $51,914 at 6%. |
| 2008 | 1 | 9 | $199,571 | $30,379 | $3,375iApproximate average salary by contribution assumption: employee only about $84,386 at 4% or $56,257 at 6%; with 50% employer match about $56,257 at 4% or $37,505 at 6%; with 100% employer match about $42,193 at 4% or $28,129 at 6%. |
| Maurice Stephens Financial Group Inc 401(K) Plan | - | 9 | $199,571 | $30,379 | $3,375iApproximate average salary by contribution assumption: employee only about $84,386 at 4% or $56,257 at 6%; with 50% employer match about $56,257 at 4% or $37,505 at 6%; with 100% employer match about $42,193 at 4% or $28,129 at 6%. |
| 2007 | 1 | 6 | $274,085 | $46,560 | $7,760iApproximate average salary by contribution assumption: employee only about $194,000 at 4% or $129,333 at 6%; with 50% employer match about $129,333 at 4% or $86,222 at 6%; with 100% employer match about $97,000 at 4% or $64,667 at 6%. |
| Maurice Stephens Financial Group Inc 401(K) Plan | - | 6 | $274,085 | $46,560 | $7,760iApproximate average salary by contribution assumption: employee only about $194,000 at 4% or $129,333 at 6%; with 50% employer match about $129,333 at 4% or $86,222 at 6%; with 100% employer match about $97,000 at 4% or $64,667 at 6%. |
| 2006 | 1 | 6 | $208,014 | $46,021 | $7,670iApproximate average salary by contribution assumption: employee only about $191,754 at 4% or $127,836 at 6%; with 50% employer match about $127,836 at 4% or $85,224 at 6%; with 100% employer match about $95,877 at 4% or $63,918 at 6%. |
| Maurice Stephens Financial Group Inc 401(K) Plan | - | 6 | $208,014 | $46,021 | $7,670iApproximate average salary by contribution assumption: employee only about $191,754 at 4% or $127,836 at 6%; with 50% employer match about $127,836 at 4% or $85,224 at 6%; with 100% employer match about $95,877 at 4% or $63,918 at 6%. |
| 2005 | 1 | 4 | $0 | $0 | - |
| Maurice Stephens Financial Group Inc 401(K) Plan | - | 4 | - | - | - |
| 2003 | 1 | 5 | $33,475 | $32,371 | $6,474iApproximate average salary by contribution assumption: employee only about $161,855 at 4% or $107,903 at 6%; with 50% employer match about $107,903 at 4% or $71,936 at 6%; with 100% employer match about $80,928 at 4% or $53,952 at 6%. |
| Maurice Stephens Financial Group Inc 401(K) Plan | - | 5 | $33,475 | $32,371 | $6,474iApproximate average salary by contribution assumption: employee only about $161,855 at 4% or $107,903 at 6%; with 50% employer match about $107,903 at 4% or $71,936 at 6%; with 100% employer match about $80,928 at 4% or $53,952 at 6%. |