Civic Intelligence

Stevens First Principles Investment Advisors Inc

Plan context: Stevens First Principles Investment Advisors Inc., 401K & Profit Sharing Plan

EIN 33-0140970 • Irvine, CA • 18 filings • 4 plans

2040 Main Street, #720Irvine, CA 92614
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$605,840

2019 Contributions

$2,800

Historical Graphs

Total Assets Over Time

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

$647,747$323,874$0200320112019YearValue
$605,840Latest year 2019

Participants Over Time

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

740200320112019YearValue
1Latest 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
201911$605,840$2,800$2,800iApproximate average salary by contribution assumption: employee only about $70,000 at 4% or $46,667 at 6%; with 50% employer match about $46,667 at 4% or $31,111 at 6%; with 100% employer match about $35,000 at 4% or $23,333 at 6%.
Stevens First Principles Investment Advisors Inc., 401K & Profit Sharing Plan-1$605,840$2,800$2,800iApproximate average salary by contribution assumption: employee only about $70,000 at 4% or $46,667 at 6%; with 50% employer match about $46,667 at 4% or $31,111 at 6%; with 100% employer match about $35,000 at 4% or $23,333 at 6%.
201815$612,936$10,540$2,108iApproximate average salary by contribution assumption: employee only about $52,700 at 4% or $35,133 at 6%; with 50% employer match about $35,133 at 4% or $23,422 at 6%; with 100% employer match about $26,350 at 4% or $17,567 at 6%.
Stevens First Principles Investment Advisors Inc., 401K & Profit Sharing Plan-5$612,936$10,540$2,108iApproximate average salary by contribution assumption: employee only about $52,700 at 4% or $35,133 at 6%; with 50% employer match about $35,133 at 4% or $23,422 at 6%; with 100% employer match about $26,350 at 4% or $17,567 at 6%.
201714$647,747$16,050$4,013iApproximate average salary by contribution assumption: employee only about $100,313 at 4% or $66,875 at 6%; with 50% employer match about $66,875 at 4% or $44,583 at 6%; with 100% employer match about $50,156 at 4% or $33,438 at 6%.
Stevens First Principles Investment Advisors Inc., 401K & Profit Sharing Plan-4$647,747$16,050$4,013iApproximate average salary by contribution assumption: employee only about $100,313 at 4% or $66,875 at 6%; with 50% employer match about $66,875 at 4% or $44,583 at 6%; with 100% employer match about $50,156 at 4% or $33,438 at 6%.
201616$564,991$15,600$2,600iApproximate average salary by contribution assumption: employee only about $65,000 at 4% or $43,333 at 6%; with 50% employer match about $43,333 at 4% or $28,889 at 6%; with 100% employer match about $32,500 at 4% or $21,667 at 6%.
Stevens First Principles Investment Advisors Inc., 401K & Profit Sharing Plan-6$564,991$15,600$2,600iApproximate average salary by contribution assumption: employee only about $65,000 at 4% or $43,333 at 6%; with 50% employer match about $43,333 at 4% or $28,889 at 6%; with 100% employer match about $32,500 at 4% or $21,667 at 6%.
201516$518,627$30,725$5,121iApproximate average salary by contribution assumption: employee only about $128,021 at 4% or $85,347 at 6%; with 50% employer match about $85,347 at 4% or $56,898 at 6%; with 100% employer match about $64,010 at 4% or $42,674 at 6%.
Stevens First Principles Investment Advisors Inc., 401K & Profit Sharing Plan-6$518,627$30,725$5,121iApproximate average salary by contribution assumption: employee only about $128,021 at 4% or $85,347 at 6%; with 50% employer match about $85,347 at 4% or $56,898 at 6%; with 100% employer match about $64,010 at 4% or $42,674 at 6%.
201416$511,586$33,325$5,554iApproximate average salary by contribution assumption: employee only about $138,854 at 4% or $92,569 at 6%; with 50% employer match about $92,569 at 4% or $61,713 at 6%; with 100% employer match about $69,427 at 4% or $46,285 at 6%.
Stevens First Principles Investment Advisors Inc., 401K & Profit Sharing Plan-6$511,586$33,325$5,554iApproximate average salary by contribution assumption: employee only about $138,854 at 4% or $92,569 at 6%; with 50% employer match about $92,569 at 4% or $61,713 at 6%; with 100% employer match about $69,427 at 4% or $46,285 at 6%.
201314$498,498$35,896$8,974iApproximate average salary by contribution assumption: employee only about $224,350 at 4% or $149,567 at 6%; with 50% employer match about $149,567 at 4% or $99,711 at 6%; with 100% employer match about $112,175 at 4% or $74,783 at 6%.
Stevens First Principles Investment Advisors Inc., 401K & Profit Sharing Plan-4$498,498$35,896$8,974iApproximate average salary by contribution assumption: employee only about $224,350 at 4% or $149,567 at 6%; with 50% employer match about $149,567 at 4% or $99,711 at 6%; with 100% employer match about $112,175 at 4% or $74,783 at 6%.
201215$417,111$41,073$8,215iApproximate average salary by contribution assumption: employee only about $205,365 at 4% or $136,910 at 6%; with 50% employer match about $136,910 at 4% or $91,273 at 6%; with 100% employer match about $102,683 at 4% or $68,455 at 6%.
Stevens First Principles Investment Advisors Inc., 401K & Profit Sharing Plan-5$417,111$41,073$8,215iApproximate average salary by contribution assumption: employee only about $205,365 at 4% or $136,910 at 6%; with 50% employer match about $136,910 at 4% or $91,273 at 6%; with 100% employer match about $102,683 at 4% or $68,455 at 6%.
201117$493,274$74,362$10,623iApproximate average salary by contribution assumption: employee only about $265,579 at 4% or $177,052 at 6%; with 50% employer match about $177,052 at 4% or $118,035 at 6%; with 100% employer match about $132,789 at 4% or $88,526 at 6%.
Stevens First Principles Investment Advisors Inc., 401K & Profit Sharing Plan-7$493,274$74,362$10,623iApproximate average salary by contribution assumption: employee only about $265,579 at 4% or $177,052 at 6%; with 50% employer match about $177,052 at 4% or $118,035 at 6%; with 100% employer match about $132,789 at 4% or $88,526 at 6%.
201015$414,372$58,793$11,759iApproximate average salary by contribution assumption: employee only about $293,965 at 4% or $195,977 at 6%; with 50% employer match about $195,977 at 4% or $130,651 at 6%; with 100% employer match about $146,983 at 4% or $97,988 at 6%.
Stevens First Principles Investment Advisors Inc., 401K & Profit Sharing Plan-5$414,372$58,793$11,759iApproximate average salary by contribution assumption: employee only about $293,965 at 4% or $195,977 at 6%; with 50% employer match about $195,977 at 4% or $130,651 at 6%; with 100% employer match about $146,983 at 4% or $97,988 at 6%.
200914$310,248$86,633$21,658iApproximate average salary by contribution assumption: employee only about $541,456 at 4% or $360,971 at 6%; with 50% employer match about $360,971 at 4% or $240,647 at 6%; with 100% employer match about $270,728 at 4% or $180,485 at 6%.
Stevens First Principles Investment Advisors Inc., 401K & Profit Sharing Plan-4$310,248$86,633$21,658iApproximate average salary by contribution assumption: employee only about $541,456 at 4% or $360,971 at 6%; with 50% employer match about $360,971 at 4% or $240,647 at 6%; with 100% employer match about $270,728 at 4% or $180,485 at 6%.
200814$202,810$39,048$9,762iApproximate average salary by contribution assumption: employee only about $244,050 at 4% or $162,700 at 6%; with 50% employer match about $162,700 at 4% or $108,467 at 6%; with 100% employer match about $122,025 at 4% or $81,350 at 6%.
Stevens First Principles Investment Advisors Inc., 401K & Profit Sharing Plan-4$202,810$39,048$9,762iApproximate average salary by contribution assumption: employee only about $244,050 at 4% or $162,700 at 6%; with 50% employer match about $162,700 at 4% or $108,467 at 6%; with 100% employer match about $122,025 at 4% or $81,350 at 6%.
200713$190,738$75,518$25,173iApproximate average salary by contribution assumption: employee only about $629,317 at 4% or $419,544 at 6%; with 50% employer match about $419,544 at 4% or $279,696 at 6%; with 100% employer match about $314,658 at 4% or $209,772 at 6%.
Stevens First Principles Investment Advisors Inc., 401K & Profit Sharing Plan-3$190,738$75,518$25,173iApproximate average salary by contribution assumption: employee only about $629,317 at 4% or $419,544 at 6%; with 50% employer match about $419,544 at 4% or $279,696 at 6%; with 100% employer match about $314,658 at 4% or $209,772 at 6%.
200613$108,284$65,753$21,918iApproximate average salary by contribution assumption: employee only about $547,942 at 4% or $365,294 at 6%; with 50% employer match about $365,294 at 4% or $243,530 at 6%; with 100% employer match about $273,971 at 4% or $182,647 at 6%.
Stevens First Principles Investment Advisors Inc., 401K & Profit Sharing Plan-3$108,284$65,753$21,918iApproximate average salary by contribution assumption: employee only about $547,942 at 4% or $365,294 at 6%; with 50% employer match about $365,294 at 4% or $243,530 at 6%; with 100% employer match about $273,971 at 4% or $182,647 at 6%.
200523$38,614$58,052$19,351iApproximate average salary by contribution assumption: employee only about $483,767 at 4% or $322,511 at 6%; with 50% employer match about $322,511 at 4% or $215,007 at 6%; with 100% employer match about $241,883 at 4% or $161,256 at 6%.
Stevens First Principles Investment Advisors Inc., 401K & Profit Sharing Plan-3$38,614$38,614$12,871iApproximate average salary by contribution assumption: employee only about $321,783 at 4% or $214,522 at 6%; with 50% employer match about $214,522 at 4% or $143,015 at 6%; with 100% employer match about $160,892 at 4% or $107,261 at 6%.
STEVENS FIRST PRINCIPLES 401K PROFIT SHARING PLAN & TRUST-0-$19,438-
200414$41,971$21,773$5,443iApproximate average salary by contribution assumption: employee only about $136,081 at 4% or $90,721 at 6%; with 50% employer match about $90,721 at 4% or $60,481 at 6%; with 100% employer match about $68,041 at 4% or $45,360 at 6%.
STEVENS FIRST PRINCIPLES 401K PROFIT SHARING PLAN & TRUST-4$41,971$21,773$5,443iApproximate average salary by contribution assumption: employee only about $136,081 at 4% or $90,721 at 6%; with 50% employer match about $90,721 at 4% or $60,481 at 6%; with 100% employer match about $68,041 at 4% or $45,360 at 6%.
200314$20,739$19,587$4,897iApproximate average salary by contribution assumption: employee only about $122,419 at 4% or $81,613 at 6%; with 50% employer match about $81,613 at 4% or $54,408 at 6%; with 100% employer match about $61,209 at 4% or $40,806 at 6%.
STEVENS FIRST PRINCIPLES 401K PROFIT SHARING PLAN & TRUST-4$20,739$19,587$4,897iApproximate average salary by contribution assumption: employee only about $122,419 at 4% or $81,613 at 6%; with 50% employer match about $81,613 at 4% or $54,408 at 6%; with 100% employer match about $61,209 at 4% or $40,806 at 6%.