F. Michael Stone an Accountancy Corp
Plan context: F. Michael Stone an Accountancy Corp. Profit Sharing Plan
EIN 33-0051907 • Santa Ana, CA • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$4,952,811
2024 Contributions
$115,411
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 | 7 | $4,952,811 | $115,411 | $16,487iApproximate average salary by contribution assumption: employee only about $412,182 at 4% or $274,788 at 6%; with 50% employer match about $274,788 at 4% or $183,192 at 6%; with 100% employer match about $206,091 at 4% or $137,394 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 7 | $4,952,811 | $115,411 | $16,487iApproximate average salary by contribution assumption: employee only about $412,182 at 4% or $274,788 at 6%; with 50% employer match about $274,788 at 4% or $183,192 at 6%; with 100% employer match about $206,091 at 4% or $137,394 at 6%. |
| 2023 | 1 | 7 | $4,066,940 | $114,494 | $16,356iApproximate average salary by contribution assumption: employee only about $408,907 at 4% or $272,605 at 6%; with 50% employer match about $272,605 at 4% or $181,737 at 6%; with 100% employer match about $204,454 at 4% or $136,302 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 7 | $4,066,940 | $114,494 | $16,356iApproximate average salary by contribution assumption: employee only about $408,907 at 4% or $272,605 at 6%; with 50% employer match about $272,605 at 4% or $181,737 at 6%; with 100% employer match about $204,454 at 4% or $136,302 at 6%. |
| 2022 | 1 | 7 | $3,559,076 | $100,269 | $14,324iApproximate average salary by contribution assumption: employee only about $358,104 at 4% or $238,736 at 6%; with 50% employer match about $238,736 at 4% or $159,157 at 6%; with 100% employer match about $179,052 at 4% or $119,368 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 7 | $3,559,076 | $100,269 | $14,324iApproximate average salary by contribution assumption: employee only about $358,104 at 4% or $238,736 at 6%; with 50% employer match about $238,736 at 4% or $159,157 at 6%; with 100% employer match about $179,052 at 4% or $119,368 at 6%. |
| 2021 | 1 | 7 | $3,927,617 | $107,167 | $15,310iApproximate average salary by contribution assumption: employee only about $382,739 at 4% or $255,160 at 6%; with 50% employer match about $255,160 at 4% or $170,106 at 6%; with 100% employer match about $191,370 at 4% or $127,580 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 7 | $3,927,617 | $107,167 | $15,310iApproximate average salary by contribution assumption: employee only about $382,739 at 4% or $255,160 at 6%; with 50% employer match about $255,160 at 4% or $170,106 at 6%; with 100% employer match about $191,370 at 4% or $127,580 at 6%. |
| 2020 | 1 | 7 | $3,495,274 | $98,489 | $14,070iApproximate average salary by contribution assumption: employee only about $351,746 at 4% or $234,498 at 6%; with 50% employer match about $234,498 at 4% or $156,332 at 6%; with 100% employer match about $175,873 at 4% or $117,249 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 7 | $3,495,274 | $98,489 | $14,070iApproximate average salary by contribution assumption: employee only about $351,746 at 4% or $234,498 at 6%; with 50% employer match about $234,498 at 4% or $156,332 at 6%; with 100% employer match about $175,873 at 4% or $117,249 at 6%. |
| 2019 | 1 | 7 | $2,836,384 | $79,930 | $11,419iApproximate average salary by contribution assumption: employee only about $285,464 at 4% or $190,310 at 6%; with 50% employer match about $190,310 at 4% or $126,873 at 6%; with 100% employer match about $142,732 at 4% or $95,155 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 7 | $2,836,384 | $79,930 | $11,419iApproximate average salary by contribution assumption: employee only about $285,464 at 4% or $190,310 at 6%; with 50% employer match about $190,310 at 4% or $126,873 at 6%; with 100% employer match about $142,732 at 4% or $95,155 at 6%. |
| 2018 | 1 | 7 | $2,427,690 | $104,312 | $14,902iApproximate average salary by contribution assumption: employee only about $372,543 at 4% or $248,362 at 6%; with 50% employer match about $248,362 at 4% or $165,575 at 6%; with 100% employer match about $186,271 at 4% or $124,181 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 7 | $2,427,690 | $104,312 | $14,902iApproximate average salary by contribution assumption: employee only about $372,543 at 4% or $248,362 at 6%; with 50% employer match about $248,362 at 4% or $165,575 at 6%; with 100% employer match about $186,271 at 4% or $124,181 at 6%. |
| 2017 | 1 | 7 | $2,460,380 | $125,766 | $17,967iApproximate average salary by contribution assumption: employee only about $449,164 at 4% or $299,443 at 6%; with 50% employer match about $299,443 at 4% or $199,629 at 6%; with 100% employer match about $224,582 at 4% or $149,721 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 7 | $2,460,380 | $125,766 | $17,967iApproximate average salary by contribution assumption: employee only about $449,164 at 4% or $299,443 at 6%; with 50% employer match about $299,443 at 4% or $199,629 at 6%; with 100% employer match about $224,582 at 4% or $149,721 at 6%. |
| 2016 | 1 | 5 | $2,019,302 | $90,493 | $18,099iApproximate average salary by contribution assumption: employee only about $452,465 at 4% or $301,643 at 6%; with 50% employer match about $301,643 at 4% or $201,096 at 6%; with 100% employer match about $226,232 at 4% or $150,822 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 5 | $2,019,302 | $90,493 | $18,099iApproximate average salary by contribution assumption: employee only about $452,465 at 4% or $301,643 at 6%; with 50% employer match about $301,643 at 4% or $201,096 at 6%; with 100% employer match about $226,232 at 4% or $150,822 at 6%. |
| 2015 | 1 | 5 | $1,712,900 | $80,218 | $16,044iApproximate average salary by contribution assumption: employee only about $401,090 at 4% or $267,393 at 6%; with 50% employer match about $267,393 at 4% or $178,262 at 6%; with 100% employer match about $200,545 at 4% or $133,697 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 5 | $1,712,900 | $80,218 | $16,044iApproximate average salary by contribution assumption: employee only about $401,090 at 4% or $267,393 at 6%; with 50% employer match about $267,393 at 4% or $178,262 at 6%; with 100% employer match about $200,545 at 4% or $133,697 at 6%. |
| 2014 | 1 | 8 | $1,770,809 | $94,574 | $11,822iApproximate average salary by contribution assumption: employee only about $295,544 at 4% or $197,029 at 6%; with 50% employer match about $197,029 at 4% or $131,353 at 6%; with 100% employer match about $147,772 at 4% or $98,515 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 8 | $1,770,809 | $94,574 | $11,822iApproximate average salary by contribution assumption: employee only about $295,544 at 4% or $197,029 at 6%; with 50% employer match about $197,029 at 4% or $131,353 at 6%; with 100% employer match about $147,772 at 4% or $98,515 at 6%. |
| 2013 | 1 | 8 | $1,699,376 | $71,285 | $8,911iApproximate average salary by contribution assumption: employee only about $222,766 at 4% or $148,510 at 6%; with 50% employer match about $148,510 at 4% or $99,007 at 6%; with 100% employer match about $111,383 at 4% or $74,255 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 8 | $1,699,376 | $71,285 | $8,911iApproximate average salary by contribution assumption: employee only about $222,766 at 4% or $148,510 at 6%; with 50% employer match about $148,510 at 4% or $99,007 at 6%; with 100% employer match about $111,383 at 4% or $74,255 at 6%. |
| 2012 | 1 | 8 | $1,458,201 | $116,581 | $14,573iApproximate average salary by contribution assumption: employee only about $364,316 at 4% or $242,877 at 6%; with 50% employer match about $242,877 at 4% or $161,918 at 6%; with 100% employer match about $182,158 at 4% or $121,439 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 8 | $1,458,201 | $116,581 | $14,573iApproximate average salary by contribution assumption: employee only about $364,316 at 4% or $242,877 at 6%; with 50% employer match about $242,877 at 4% or $161,918 at 6%; with 100% employer match about $182,158 at 4% or $121,439 at 6%. |
| 2011 | 1 | 6 | $1,210,115 | $69,891 | $11,649iApproximate average salary by contribution assumption: employee only about $291,213 at 4% or $194,142 at 6%; with 50% employer match about $194,142 at 4% or $129,428 at 6%; with 100% employer match about $145,606 at 4% or $97,071 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 6 | $1,210,115 | $69,891 | $11,649iApproximate average salary by contribution assumption: employee only about $291,213 at 4% or $194,142 at 6%; with 50% employer match about $194,142 at 4% or $129,428 at 6%; with 100% employer match about $145,606 at 4% or $97,071 at 6%. |
| 2010 | 1 | 6 | $1,166,249 | $60,285 | $10,048iApproximate average salary by contribution assumption: employee only about $251,188 at 4% or $167,458 at 6%; with 50% employer match about $167,458 at 4% or $111,639 at 6%; with 100% employer match about $125,594 at 4% or $83,729 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 6 | $1,166,249 | $60,285 | $10,048iApproximate average salary by contribution assumption: employee only about $251,188 at 4% or $167,458 at 6%; with 50% employer match about $167,458 at 4% or $111,639 at 6%; with 100% employer match about $125,594 at 4% or $83,729 at 6%. |
| 2009 | 1 | 6 | $955,695 | $63,165 | $10,528iApproximate average salary by contribution assumption: employee only about $263,188 at 4% or $175,458 at 6%; with 50% employer match about $175,458 at 4% or $116,972 at 6%; with 100% employer match about $131,594 at 4% or $87,729 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 6 | $955,695 | $63,165 | $10,528iApproximate average salary by contribution assumption: employee only about $263,188 at 4% or $175,458 at 6%; with 50% employer match about $175,458 at 4% or $116,972 at 6%; with 100% employer match about $131,594 at 4% or $87,729 at 6%. |
| 2008 | 1 | 5 | $704,700 | $49,461 | $9,892iApproximate average salary by contribution assumption: employee only about $247,305 at 4% or $164,870 at 6%; with 50% employer match about $164,870 at 4% or $109,913 at 6%; with 100% employer match about $123,653 at 4% or $82,435 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 5 | $704,700 | $49,461 | $9,892iApproximate average salary by contribution assumption: employee only about $247,305 at 4% or $164,870 at 6%; with 50% employer match about $164,870 at 4% or $109,913 at 6%; with 100% employer match about $123,653 at 4% or $82,435 at 6%. |
| 2007 | 1 | 5 | $958,374 | $50,618 | $10,124iApproximate average salary by contribution assumption: employee only about $253,090 at 4% or $168,727 at 6%; with 50% employer match about $168,727 at 4% or $112,484 at 6%; with 100% employer match about $126,545 at 4% or $84,363 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 5 | $958,374 | $50,618 | $10,124iApproximate average salary by contribution assumption: employee only about $253,090 at 4% or $168,727 at 6%; with 50% employer match about $168,727 at 4% or $112,484 at 6%; with 100% employer match about $126,545 at 4% or $84,363 at 6%. |
| 2006 | 1 | 5 | $938,889 | $56,246 | $11,249iApproximate average salary by contribution assumption: employee only about $281,230 at 4% or $187,487 at 6%; with 50% employer match about $187,487 at 4% or $124,991 at 6%; with 100% employer match about $140,615 at 4% or $93,743 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 5 | $938,889 | $56,246 | $11,249iApproximate average salary by contribution assumption: employee only about $281,230 at 4% or $187,487 at 6%; with 50% employer match about $187,487 at 4% or $124,991 at 6%; with 100% employer match about $140,615 at 4% or $93,743 at 6%. |
| 2005 | 1 | 5 | $798,986 | $40,446 | $8,089iApproximate average salary by contribution assumption: employee only about $202,230 at 4% or $134,820 at 6%; with 50% employer match about $134,820 at 4% or $89,880 at 6%; with 100% employer match about $101,115 at 4% or $67,410 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 5 | $798,986 | $40,446 | $8,089iApproximate average salary by contribution assumption: employee only about $202,230 at 4% or $134,820 at 6%; with 50% employer match about $134,820 at 4% or $89,880 at 6%; with 100% employer match about $101,115 at 4% or $67,410 at 6%. |
| 2004 | 1 | 4 | $648,607 | $51,684 | $12,921iApproximate average salary by contribution assumption: employee only about $323,025 at 4% or $215,350 at 6%; with 50% employer match about $215,350 at 4% or $143,567 at 6%; with 100% employer match about $161,513 at 4% or $107,675 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 4 | $648,607 | $51,684 | $12,921iApproximate average salary by contribution assumption: employee only about $323,025 at 4% or $215,350 at 6%; with 50% employer match about $215,350 at 4% or $143,567 at 6%; with 100% employer match about $161,513 at 4% or $107,675 at 6%. |
| 2003 | 1 | 5 | $0 | $0 | - |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 5 | - | - | - |
| 2002 | 1 | 5 | $396,390 | $24,000 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 5 | $396,390 | $24,000 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| 2001 | 1 | 5 | $445,550 | $24,000 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 5 | $445,550 | $24,000 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| 2000 | 1 | 4 | $543,072 | $25,402 | $6,351iApproximate average salary by contribution assumption: employee only about $158,763 at 4% or $105,842 at 6%; with 50% employer match about $105,842 at 4% or $70,561 at 6%; with 100% employer match about $79,381 at 4% or $52,921 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 4 | $543,072 | $25,402 | $6,351iApproximate average salary by contribution assumption: employee only about $158,763 at 4% or $105,842 at 6%; with 50% employer match about $105,842 at 4% or $70,561 at 6%; with 100% employer match about $79,381 at 4% or $52,921 at 6%. |
| 1999 | 1 | 4 | $599,262 | $28,555 | $7,139iApproximate average salary by contribution assumption: employee only about $178,469 at 4% or $118,979 at 6%; with 50% employer match about $118,979 at 4% or $79,319 at 6%; with 100% employer match about $89,234 at 4% or $59,490 at 6%. |
| F. Michael Stone an Accountancy Corp. Profit Sharing Plan | - | 4 | $599,262 | $28,555 | $7,139iApproximate average salary by contribution assumption: employee only about $178,469 at 4% or $118,979 at 6%; with 50% employer match about $118,979 at 4% or $79,319 at 6%; with 100% employer match about $89,234 at 4% or $59,490 at 6%. |