Civic Intelligence

Jeffrey D. Stewart & Co., CPA'S

Plan context: Jeffrey D. Stewart & Co., CPA'S Profit Sharing Pla

EIN 31-0919315 • Mason, OH • 21 filings • 3 plans

6663 Western Row RoadMason, OH 45040
Current Snapshot

Latest Year

2017

2017 Participants

4

2017 Assets

$1,255,276

2017 Contributions

$104,482

Historical Graphs

Total Assets Over Time

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

$1,255,276$627,638$0200020092016YearValue
$1,255,276Latest year 2016

Participants Over Time

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

420200020092016YearValue
4Latest year 2016

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
201710$0$0-
Jeffrey D. Stewart & Co., CPA'S Profit Sharing Pla-0---
201614$1,255,276$104,482$26,121iApproximate average salary by contribution assumption: employee only about $653,013 at 4% or $435,342 at 6%; with 50% employer match about $435,342 at 4% or $290,228 at 6%; with 100% employer match about $326,506 at 4% or $217,671 at 6%.
Jeffrey D. Stewart & Co., CPA'S Profit Sharing Pla-4$1,255,276$104,482$26,121iApproximate average salary by contribution assumption: employee only about $653,013 at 4% or $435,342 at 6%; with 50% employer match about $435,342 at 4% or $290,228 at 6%; with 100% employer match about $326,506 at 4% or $217,671 at 6%.
201514$1,080,380$75,279$18,820iApproximate average salary by contribution assumption: employee only about $470,494 at 4% or $313,663 at 6%; with 50% employer match about $313,663 at 4% or $209,108 at 6%; with 100% employer match about $235,247 at 4% or $156,831 at 6%.
Jeffrey D. Stewart & Co., CPA'S Profit Sharing Pla-4$1,080,380$75,279$18,820iApproximate average salary by contribution assumption: employee only about $470,494 at 4% or $313,663 at 6%; with 50% employer match about $313,663 at 4% or $209,108 at 6%; with 100% employer match about $235,247 at 4% or $156,831 at 6%.
201414$1,035,414$70,800$17,700iApproximate average salary by contribution assumption: employee only about $442,500 at 4% or $295,000 at 6%; with 50% employer match about $295,000 at 4% or $196,667 at 6%; with 100% employer match about $221,250 at 4% or $147,500 at 6%.
Jeffrey D. Stewart & Co., CPA'S Profit Sharing Pla-4$1,035,414$70,800$17,700iApproximate average salary by contribution assumption: employee only about $442,500 at 4% or $295,000 at 6%; with 50% employer match about $295,000 at 4% or $196,667 at 6%; with 100% employer match about $221,250 at 4% or $147,500 at 6%.
201314$904,136$67,634$16,909iApproximate average salary by contribution assumption: employee only about $422,713 at 4% or $281,808 at 6%; with 50% employer match about $281,808 at 4% or $187,872 at 6%; with 100% employer match about $211,356 at 4% or $140,904 at 6%.
Jeffrey D. Stewart & Co., CPA'S Profit Sharing Pla-4$904,136$67,634$16,909iApproximate average salary by contribution assumption: employee only about $422,713 at 4% or $281,808 at 6%; with 50% employer match about $281,808 at 4% or $187,872 at 6%; with 100% employer match about $211,356 at 4% or $140,904 at 6%.
201214$692,669$61,053$15,263iApproximate average salary by contribution assumption: employee only about $381,581 at 4% or $254,388 at 6%; with 50% employer match about $254,388 at 4% or $169,592 at 6%; with 100% employer match about $190,791 at 4% or $127,194 at 6%.
Jeffrey D. Stewart & Co., CPA'S Profit Sharing Pla-4$692,669$61,053$15,263iApproximate average salary by contribution assumption: employee only about $381,581 at 4% or $254,388 at 6%; with 50% employer match about $254,388 at 4% or $169,592 at 6%; with 100% employer match about $190,791 at 4% or $127,194 at 6%.
201114$561,737$60,502$15,126iApproximate average salary by contribution assumption: employee only about $378,138 at 4% or $252,092 at 6%; with 50% employer match about $252,092 at 4% or $168,061 at 6%; with 100% employer match about $189,069 at 4% or $126,046 at 6%.
Jeffrey D. Stewart & Co., CPA'S Profit Sharing Pla-4$561,737$60,502$15,126iApproximate average salary by contribution assumption: employee only about $378,138 at 4% or $252,092 at 6%; with 50% employer match about $252,092 at 4% or $168,061 at 6%; with 100% employer match about $189,069 at 4% or $126,046 at 6%.
201014$526,321$59,131$14,783iApproximate average salary by contribution assumption: employee only about $369,569 at 4% or $246,379 at 6%; with 50% employer match about $246,379 at 4% or $164,253 at 6%; with 100% employer match about $184,784 at 4% or $123,190 at 6%.
Jeffrey D. Stewart & Co., CPA'S Profit Sharing Pla-4$526,321$59,131$14,783iApproximate average salary by contribution assumption: employee only about $369,569 at 4% or $246,379 at 6%; with 50% employer match about $246,379 at 4% or $164,253 at 6%; with 100% employer match about $184,784 at 4% or $123,190 at 6%.
200914$412,127$58,694$14,674iApproximate average salary by contribution assumption: employee only about $366,838 at 4% or $244,558 at 6%; with 50% employer match about $244,558 at 4% or $163,039 at 6%; with 100% employer match about $183,419 at 4% or $122,279 at 6%.
Jeffrey D. Stewart & Co., CPA'S Profit Sharing Pla-4$412,127$58,694$14,674iApproximate average salary by contribution assumption: employee only about $366,838 at 4% or $244,558 at 6%; with 50% employer match about $244,558 at 4% or $163,039 at 6%; with 100% employer match about $183,419 at 4% or $122,279 at 6%.
200810$288,587$53,674-
Jeffrey D. Stewart & Co., CPA'S Profit Sharing Pla-0$288,587$53,674-
200714$0$0-
Jeffrey D. Stewart & Co., CPA'S Profit Sharing Pla-4---
200613$281,025$26,769$8,923iApproximate average salary by contribution assumption: employee only about $223,075 at 4% or $148,717 at 6%; with 50% employer match about $148,717 at 4% or $99,144 at 6%; with 100% employer match about $111,538 at 4% or $74,358 at 6%.
Jeffrey D. Stewart & Co., CPA'S Profit Sharing Pla-3$281,025$26,769$8,923iApproximate average salary by contribution assumption: employee only about $223,075 at 4% or $148,717 at 6%; with 50% employer match about $148,717 at 4% or $99,144 at 6%; with 100% employer match about $111,538 at 4% or $74,358 at 6%.
200513$221,808$28,264$9,421iApproximate average salary by contribution assumption: employee only about $235,533 at 4% or $157,022 at 6%; with 50% employer match about $157,022 at 4% or $104,681 at 6%; with 100% employer match about $117,767 at 4% or $78,511 at 6%.
Jeffrey D. Stewart & Co., CPA'S Profit Sharing Pla-3$221,808$28,264$9,421iApproximate average salary by contribution assumption: employee only about $235,533 at 4% or $157,022 at 6%; with 50% employer match about $157,022 at 4% or $104,681 at 6%; with 100% employer match about $117,767 at 4% or $78,511 at 6%.
200413$186,153$21,170$7,057iApproximate average salary by contribution assumption: employee only about $176,417 at 4% or $117,611 at 6%; with 50% employer match about $117,611 at 4% or $78,407 at 6%; with 100% employer match about $88,208 at 4% or $58,806 at 6%.
Jeffrey D. Stewart & Co., CPA'S Profit Sharing Pla-3$186,153$21,170$7,057iApproximate average salary by contribution assumption: employee only about $176,417 at 4% or $117,611 at 6%; with 50% employer match about $117,611 at 4% or $78,407 at 6%; with 100% employer match about $88,208 at 4% or $58,806 at 6%.
200312$149,827$15,119$7,560iApproximate average salary by contribution assumption: employee only about $188,988 at 4% or $125,992 at 6%; with 50% employer match about $125,992 at 4% or $83,994 at 6%; with 100% employer match about $94,494 at 4% or $62,996 at 6%.
Jeffrey D. Stewart & Co., CPA'S Profit Sharing Pla-2$149,827$15,119$7,560iApproximate average salary by contribution assumption: employee only about $188,988 at 4% or $125,992 at 6%; with 50% employer match about $125,992 at 4% or $83,994 at 6%; with 100% employer match about $94,494 at 4% or $62,996 at 6%.
200223$121,114$42,321$14,107iApproximate average salary by contribution assumption: employee only about $352,675 at 4% or $235,117 at 6%; with 50% employer match about $235,117 at 4% or $156,744 at 6%; with 100% employer match about $176,338 at 4% or $117,558 at 6%.
Jeffrey D. Stewart & Co., CPA'S Profit Sharing Pla-3$121,114$42,321$14,107iApproximate average salary by contribution assumption: employee only about $352,675 at 4% or $235,117 at 6%; with 50% employer match about $235,117 at 4% or $156,744 at 6%; with 100% employer match about $176,338 at 4% or $117,558 at 6%.
JEFFREY D. STEWART & CO., CPAS PENSION PLAN-0---
200124$0$0-
JEFFREY D. STEWART & CO., CPAS PENSION PLAN-4---
Jeffrey D. Stewart & Co., CPA'S Profit Sharing Pla-3---
200024$105,227$9,182$2,296iApproximate average salary by contribution assumption: employee only about $57,388 at 4% or $38,258 at 6%; with 50% employer match about $38,258 at 4% or $25,506 at 6%; with 100% employer match about $28,694 at 4% or $19,129 at 6%.
JEFFREY D. STEWART & CO., CPAS PENSION PLAN-4$81,518$7,980$1,995iApproximate average salary by contribution assumption: employee only about $49,875 at 4% or $33,250 at 6%; with 50% employer match about $33,250 at 4% or $22,167 at 6%; with 100% employer match about $24,938 at 4% or $16,625 at 6%.
Jeffrey D. Stewart & Co., CPA'S Profit Sharing Pla-3$23,709$1,202$401iApproximate average salary by contribution assumption: employee only about $10,017 at 4% or $6,678 at 6%; with 50% employer match about $6,678 at 4% or $4,452 at 6%; with 100% employer match about $5,008 at 4% or $3,339 at 6%.