Civic Intelligence

Harold Stephenson DBA The Stephenson Company

Plan context: The Stephenson Company 401(K) Plan

EIN 30-0224441 • Concord, CA • 11 filings • 2 plans

1220 Diamond Way, Suite 260Concord, CA 94520
Current Snapshot

Latest Year

2014

2014 Participants

4

2014 Assets

$702,851

2014 Contributions

$79,533

Historical Graphs

Total Assets Over Time

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

$702,851$351,426$0200420102014YearValue
$702,851Latest year 2014

Participants Over Time

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

740200420092014YearValue
4Latest year 2014

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
201414$702,851$79,533$19,883iApproximate average salary by contribution assumption: employee only about $497,081 at 4% or $331,388 at 6%; with 50% employer match about $331,388 at 4% or $220,925 at 6%; with 100% employer match about $248,541 at 4% or $165,694 at 6%.
The Stephenson Company 401(K) Plan-4$702,851$79,533$19,883iApproximate average salary by contribution assumption: employee only about $497,081 at 4% or $331,388 at 6%; with 50% employer match about $331,388 at 4% or $220,925 at 6%; with 100% employer match about $248,541 at 4% or $165,694 at 6%.
201317$598,419$62,593$8,942iApproximate average salary by contribution assumption: employee only about $223,546 at 4% or $149,031 at 6%; with 50% employer match about $149,031 at 4% or $99,354 at 6%; with 100% employer match about $111,773 at 4% or $74,515 at 6%.
The Stephenson Company 401(K) Plan-7$598,419$62,593$8,942iApproximate average salary by contribution assumption: employee only about $223,546 at 4% or $149,031 at 6%; with 50% employer match about $149,031 at 4% or $99,354 at 6%; with 100% employer match about $111,773 at 4% or $74,515 at 6%.
201213$458,409$42,881$14,294iApproximate average salary by contribution assumption: employee only about $357,342 at 4% or $238,228 at 6%; with 50% employer match about $238,228 at 4% or $158,819 at 6%; with 100% employer match about $178,671 at 4% or $119,114 at 6%.
The Stephenson Company 401(K) Plan-3$458,409$42,881$14,294iApproximate average salary by contribution assumption: employee only about $357,342 at 4% or $238,228 at 6%; with 50% employer match about $238,228 at 4% or $158,819 at 6%; with 100% employer match about $178,671 at 4% or $119,114 at 6%.
201113$540,450$62,448$20,816iApproximate average salary by contribution assumption: employee only about $520,400 at 4% or $346,933 at 6%; with 50% employer match about $346,933 at 4% or $231,289 at 6%; with 100% employer match about $260,200 at 4% or $173,467 at 6%.
The Stephenson Company 401(K) Plan-3$540,450$62,448$20,816iApproximate average salary by contribution assumption: employee only about $520,400 at 4% or $346,933 at 6%; with 50% employer match about $346,933 at 4% or $231,289 at 6%; with 100% employer match about $260,200 at 4% or $173,467 at 6%.
201013$476,383$72,301$24,100iApproximate average salary by contribution assumption: employee only about $602,508 at 4% or $401,672 at 6%; with 50% employer match about $401,672 at 4% or $267,781 at 6%; with 100% employer match about $301,254 at 4% or $200,836 at 6%.
The Stephenson Company 401(K) Plan-3$476,383$72,301$24,100iApproximate average salary by contribution assumption: employee only about $602,508 at 4% or $401,672 at 6%; with 50% employer match about $401,672 at 4% or $267,781 at 6%; with 100% employer match about $301,254 at 4% or $200,836 at 6%.
200913$373,184$48,286$16,095iApproximate average salary by contribution assumption: employee only about $402,383 at 4% or $268,256 at 6%; with 50% employer match about $268,256 at 4% or $178,837 at 6%; with 100% employer match about $201,192 at 4% or $134,128 at 6%.
The Stephenson Company 401(K) Plan-3$373,184$48,286$16,095iApproximate average salary by contribution assumption: employee only about $402,383 at 4% or $268,256 at 6%; with 50% employer match about $268,256 at 4% or $178,837 at 6%; with 100% employer match about $201,192 at 4% or $134,128 at 6%.
200815$321,120$94,879$18,976iApproximate average salary by contribution assumption: employee only about $474,395 at 4% or $316,263 at 6%; with 50% employer match about $316,263 at 4% or $210,842 at 6%; with 100% employer match about $237,198 at 4% or $158,132 at 6%.
The Stephenson Company 401(K) Plan-5$321,120$94,879$18,976iApproximate average salary by contribution assumption: employee only about $474,395 at 4% or $316,263 at 6%; with 50% employer match about $316,263 at 4% or $210,842 at 6%; with 100% employer match about $237,198 at 4% or $158,132 at 6%.
200714$0$0-
The Stephenson Company 401(K) Plan-4---
200615$330,340$86,794$17,359iApproximate average salary by contribution assumption: employee only about $433,970 at 4% or $289,313 at 6%; with 50% employer match about $289,313 at 4% or $192,876 at 6%; with 100% employer match about $216,985 at 4% or $144,657 at 6%.
The Stephenson Company 401(K) Plan-5$330,340$86,794$17,359iApproximate average salary by contribution assumption: employee only about $433,970 at 4% or $289,313 at 6%; with 50% employer match about $289,313 at 4% or $192,876 at 6%; with 100% employer match about $216,985 at 4% or $144,657 at 6%.
200515$202,803$121,706$24,341iApproximate average salary by contribution assumption: employee only about $608,530 at 4% or $405,687 at 6%; with 50% employer match about $405,687 at 4% or $270,458 at 6%; with 100% employer match about $304,265 at 4% or $202,843 at 6%.
The Stephenson Company 401(K) Plan-5$202,803$121,706$24,341iApproximate average salary by contribution assumption: employee only about $608,530 at 4% or $405,687 at 6%; with 50% employer match about $405,687 at 4% or $270,458 at 6%; with 100% employer match about $304,265 at 4% or $202,843 at 6%.
200414$44,450$45,605$11,401iApproximate average salary by contribution assumption: employee only about $285,031 at 4% or $190,021 at 6%; with 50% employer match about $190,021 at 4% or $126,681 at 6%; with 100% employer match about $142,516 at 4% or $95,010 at 6%.
The Stephenson Company 401(K) Plan-4$44,450$45,605$11,401iApproximate average salary by contribution assumption: employee only about $285,031 at 4% or $190,021 at 6%; with 50% employer match about $190,021 at 4% or $126,681 at 6%; with 100% employer match about $142,516 at 4% or $95,010 at 6%.