Stever & Associates Inc.
Plan context: Stever & Associates Inc. Employees Profit Sharing Plan
EIN 33-0166272 • West Covina, CA • 24 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
11
2023 Assets
$513,415
2023 Contributions
$86,324
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 11 | $513,415 | $86,324 | $7,848iApproximate average salary by contribution assumption: employee only about $196,191 at 4% or $130,794 at 6%; with 50% employer match about $130,794 at 4% or $87,196 at 6%; with 100% employer match about $98,095 at 4% or $65,397 at 6%. |
| Stever & Associates Inc. Employees Profit Sharing Plan | - | 11 | $513,415 | $86,324 | $7,848iApproximate average salary by contribution assumption: employee only about $196,191 at 4% or $130,794 at 6%; with 50% employer match about $130,794 at 4% or $87,196 at 6%; with 100% employer match about $98,095 at 4% or $65,397 at 6%. |
| 2022 | 1 | 10 | $970,230 | $76,622 | $7,662iApproximate average salary by contribution assumption: employee only about $191,555 at 4% or $127,703 at 6%; with 50% employer match about $127,703 at 4% or $85,136 at 6%; with 100% employer match about $95,778 at 4% or $63,852 at 6%. |
| Stever & Associates Inc. Employees Profit Sharing Plan | - | 10 | $970,230 | $76,622 | $7,662iApproximate average salary by contribution assumption: employee only about $191,555 at 4% or $127,703 at 6%; with 50% employer match about $127,703 at 4% or $85,136 at 6%; with 100% employer match about $95,778 at 4% or $63,852 at 6%. |
| 2021 | 1 | 11 | $1,012,573 | $89,169 | $8,106iApproximate average salary by contribution assumption: employee only about $202,657 at 4% or $135,105 at 6%; with 50% employer match about $135,105 at 4% or $90,070 at 6%; with 100% employer match about $101,328 at 4% or $67,552 at 6%. |
| Stever & Associates Inc. Employees Profit Sharing Plan | - | 11 | $1,012,573 | $89,169 | $8,106iApproximate average salary by contribution assumption: employee only about $202,657 at 4% or $135,105 at 6%; with 50% employer match about $135,105 at 4% or $90,070 at 6%; with 100% employer match about $101,328 at 4% or $67,552 at 6%. |
| 2020 | 1 | 11 | $1,279,546 | $64,917 | $5,902iApproximate average salary by contribution assumption: employee only about $147,539 at 4% or $98,359 at 6%; with 50% employer match about $98,359 at 4% or $65,573 at 6%; with 100% employer match about $73,769 at 4% or $49,180 at 6%. |
| Stever & Associates Inc. Employees Profit Sharing Plan | - | 11 | $1,279,546 | $64,917 | $5,902iApproximate average salary by contribution assumption: employee only about $147,539 at 4% or $98,359 at 6%; with 50% employer match about $98,359 at 4% or $65,573 at 6%; with 100% employer match about $73,769 at 4% or $49,180 at 6%. |
| 2019 | 1 | 11 | $1,270,205 | $74,105 | $6,737iApproximate average salary by contribution assumption: employee only about $168,420 at 4% or $112,280 at 6%; with 50% employer match about $112,280 at 4% or $74,854 at 6%; with 100% employer match about $84,210 at 4% or $56,140 at 6%. |
| Stever & Associates Inc. Employees Profit Sharing Plan | - | 11 | $1,270,205 | $74,105 | $6,737iApproximate average salary by contribution assumption: employee only about $168,420 at 4% or $112,280 at 6%; with 50% employer match about $112,280 at 4% or $74,854 at 6%; with 100% employer match about $84,210 at 4% or $56,140 at 6%. |
| 2018 | 1 | 11 | $1,437,236 | $77,070 | $7,006iApproximate average salary by contribution assumption: employee only about $175,159 at 4% or $116,773 at 6%; with 50% employer match about $116,773 at 4% or $77,848 at 6%; with 100% employer match about $87,580 at 4% or $58,386 at 6%. |
| Stever & Associates Inc. Employees Profit Sharing Plan | - | 11 | $1,437,236 | $77,070 | $7,006iApproximate average salary by contribution assumption: employee only about $175,159 at 4% or $116,773 at 6%; with 50% employer match about $116,773 at 4% or $77,848 at 6%; with 100% employer match about $87,580 at 4% or $58,386 at 6%. |
| 2017 | 1 | 10 | $1,461,404 | $84,655 | $8,466iApproximate average salary by contribution assumption: employee only about $211,638 at 4% or $141,092 at 6%; with 50% employer match about $141,092 at 4% or $94,061 at 6%; with 100% employer match about $105,819 at 4% or $70,546 at 6%. |
| Stever & Associates Inc. Employees Profit Sharing Plan | - | 10 | $1,461,404 | $84,655 | $8,466iApproximate average salary by contribution assumption: employee only about $211,638 at 4% or $141,092 at 6%; with 50% employer match about $141,092 at 4% or $94,061 at 6%; with 100% employer match about $105,819 at 4% or $70,546 at 6%. |
| 2016 | 1 | 11 | $1,221,730 | $76,731 | $6,976iApproximate average salary by contribution assumption: employee only about $174,389 at 4% or $116,259 at 6%; with 50% employer match about $116,259 at 4% or $77,506 at 6%; with 100% employer match about $87,194 at 4% or $58,130 at 6%. |
| Stever & Associates Inc. Employees Profit Sharing Plan | - | 11 | $1,221,730 | $76,731 | $6,976iApproximate average salary by contribution assumption: employee only about $174,389 at 4% or $116,259 at 6%; with 50% employer match about $116,259 at 4% or $77,506 at 6%; with 100% employer match about $87,194 at 4% or $58,130 at 6%. |
| 2015 | 1 | 10 | $1,187,596 | $85,960 | $8,596iApproximate average salary by contribution assumption: employee only about $214,900 at 4% or $143,267 at 6%; with 50% employer match about $143,267 at 4% or $95,511 at 6%; with 100% employer match about $107,450 at 4% or $71,633 at 6%. |
| Stever & Associates Inc. Employees Profit Sharing Plan | - | 10 | $1,187,596 | $85,960 | $8,596iApproximate average salary by contribution assumption: employee only about $214,900 at 4% or $143,267 at 6%; with 50% employer match about $143,267 at 4% or $95,511 at 6%; with 100% employer match about $107,450 at 4% or $71,633 at 6%. |
| 2014 | 1 | 9 | $1,128,724 | $68,671 | $7,630iApproximate average salary by contribution assumption: employee only about $190,753 at 4% or $127,169 at 6%; with 50% employer match about $127,169 at 4% or $84,779 at 6%; with 100% employer match about $95,376 at 4% or $63,584 at 6%. |
| Stever & Associates Inc. Employees Profit Sharing Plan | - | 9 | $1,128,724 | $68,671 | $7,630iApproximate average salary by contribution assumption: employee only about $190,753 at 4% or $127,169 at 6%; with 50% employer match about $127,169 at 4% or $84,779 at 6%; with 100% employer match about $95,376 at 4% or $63,584 at 6%. |
| 2013 | 1 | 9 | $1,004,432 | $80,063 | $8,896iApproximate average salary by contribution assumption: employee only about $222,397 at 4% or $148,265 at 6%; with 50% employer match about $148,265 at 4% or $98,843 at 6%; with 100% employer match about $111,199 at 4% or $74,132 at 6%. |
| Stever & Associates Inc. Employees Profit Sharing Plan | - | 9 | $1,004,432 | $80,063 | $8,896iApproximate average salary by contribution assumption: employee only about $222,397 at 4% or $148,265 at 6%; with 50% employer match about $148,265 at 4% or $98,843 at 6%; with 100% employer match about $111,199 at 4% or $74,132 at 6%. |
| 2012 | 1 | 8 | $817,516 | $94,407 | $11,801iApproximate average salary by contribution assumption: employee only about $295,022 at 4% or $196,681 at 6%; with 50% employer match about $196,681 at 4% or $131,121 at 6%; with 100% employer match about $147,511 at 4% or $98,341 at 6%. |
| Stever & Associates Inc. Employees Profit Sharing Plan | - | 8 | $817,516 | $94,407 | $11,801iApproximate average salary by contribution assumption: employee only about $295,022 at 4% or $196,681 at 6%; with 50% employer match about $196,681 at 4% or $131,121 at 6%; with 100% employer match about $147,511 at 4% or $98,341 at 6%. |
| 2011 | 1 | 6 | $689,544 | $47,778 | $7,963iApproximate average salary by contribution assumption: employee only about $199,075 at 4% or $132,717 at 6%; with 50% employer match about $132,717 at 4% or $88,478 at 6%; with 100% employer match about $99,538 at 4% or $66,358 at 6%. |
| Stever & Associates Inc. Employees Profit Sharing Plan | - | 6 | $689,544 | $47,778 | $7,963iApproximate average salary by contribution assumption: employee only about $199,075 at 4% or $132,717 at 6%; with 50% employer match about $132,717 at 4% or $88,478 at 6%; with 100% employer match about $99,538 at 4% or $66,358 at 6%. |
| 2010 | 1 | 6 | $670,973 | $170,966 | $28,494iApproximate average salary by contribution assumption: employee only about $712,358 at 4% or $474,906 at 6%; with 50% employer match about $474,906 at 4% or $316,604 at 6%; with 100% employer match about $356,179 at 4% or $237,453 at 6%. |
| Stever & Associates Inc. Employees Profit Sharing Plan | - | 6 | $670,973 | $170,966 | $28,494iApproximate average salary by contribution assumption: employee only about $712,358 at 4% or $474,906 at 6%; with 50% employer match about $474,906 at 4% or $316,604 at 6%; with 100% employer match about $356,179 at 4% or $237,453 at 6%. |
| 2009 | 1 | 6 | $1,313,708 | $155,500 | $25,917iApproximate average salary by contribution assumption: employee only about $647,917 at 4% or $431,944 at 6%; with 50% employer match about $431,944 at 4% or $287,963 at 6%; with 100% employer match about $323,958 at 4% or $215,972 at 6%. |
| Stever & Associates Inc. Employees Profit Sharing Plan | - | 6 | $1,313,708 | $155,500 | $25,917iApproximate average salary by contribution assumption: employee only about $647,917 at 4% or $431,944 at 6%; with 50% employer match about $431,944 at 4% or $287,963 at 6%; with 100% employer match about $323,958 at 4% or $215,972 at 6%. |
| 2008 | 1 | 7 | $1,080,895 | $139,000 | $19,857iApproximate average salary by contribution assumption: employee only about $496,429 at 4% or $330,952 at 6%; with 50% employer match about $330,952 at 4% or $220,635 at 6%; with 100% employer match about $248,214 at 4% or $165,476 at 6%. |
| Stever & Associates Inc. Employees Profit Sharing Plan | - | 7 | $1,080,895 | $139,000 | $19,857iApproximate average salary by contribution assumption: employee only about $496,429 at 4% or $330,952 at 6%; with 50% employer match about $330,952 at 4% or $220,635 at 6%; with 100% employer match about $248,214 at 4% or $165,476 at 6%. |
| 2007 | 1 | 8 | $1,149,546 | $0 | - |
| Stever & Associates Inc. Employees Profit Sharing Plan | - | 8 | $1,149,546 | - | - |
| 2006 | 1 | 8 | $1,124,037 | $139,000 | $17,375iApproximate average salary by contribution assumption: employee only about $434,375 at 4% or $289,583 at 6%; with 50% employer match about $289,583 at 4% or $193,056 at 6%; with 100% employer match about $217,188 at 4% or $144,792 at 6%. |
| Stever & Associates Inc. Employees Profit Sharing Plan | - | 8 | $1,124,037 | $139,000 | $17,375iApproximate average salary by contribution assumption: employee only about $434,375 at 4% or $289,583 at 6%; with 50% employer match about $289,583 at 4% or $193,056 at 6%; with 100% employer match about $217,188 at 4% or $144,792 at 6%. |
| 2005 | 1 | 8 | $895,727 | $135,672 | $16,959iApproximate average salary by contribution assumption: employee only about $423,975 at 4% or $282,650 at 6%; with 50% employer match about $282,650 at 4% or $188,433 at 6%; with 100% employer match about $211,988 at 4% or $141,325 at 6%. |
| Stever & Associates Inc. Employees Profit Sharing Plan | - | 8 | $895,727 | $135,672 | $16,959iApproximate average salary by contribution assumption: employee only about $423,975 at 4% or $282,650 at 6%; with 50% employer match about $282,650 at 4% or $188,433 at 6%; with 100% employer match about $211,988 at 4% or $141,325 at 6%. |
| 2004 | 1 | 8 | $735,652 | $85,200 | $10,650iApproximate average salary by contribution assumption: employee only about $266,250 at 4% or $177,500 at 6%; with 50% employer match about $177,500 at 4% or $118,333 at 6%; with 100% employer match about $133,125 at 4% or $88,750 at 6%. |
| Stever & Associates Inc. Employees Profit Sharing Plan | - | 8 | $735,652 | $85,200 | $10,650iApproximate average salary by contribution assumption: employee only about $266,250 at 4% or $177,500 at 6%; with 50% employer match about $177,500 at 4% or $118,333 at 6%; with 100% employer match about $133,125 at 4% or $88,750 at 6%. |
| 2003 | 1 | 8 | $594,417 | $85,200 | $10,650iApproximate average salary by contribution assumption: employee only about $266,250 at 4% or $177,500 at 6%; with 50% employer match about $177,500 at 4% or $118,333 at 6%; with 100% employer match about $133,125 at 4% or $88,750 at 6%. |
| Stever & Associates Inc. Employees Profit Sharing Plan | - | 8 | $594,417 | $85,200 | $10,650iApproximate average salary by contribution assumption: employee only about $266,250 at 4% or $177,500 at 6%; with 50% employer match about $177,500 at 4% or $118,333 at 6%; with 100% employer match about $133,125 at 4% or $88,750 at 6%. |
| 2002 | 1 | 8 | $411,943 | $84,000 | $10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%. |
| Stever & Associates Inc. Employees Profit Sharing Plan | - | 8 | $411,943 | $84,000 | $10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| Stever & Associates Inc. Employees Profit Sharing Plan | - | 7 | - | - | - |
| 2000 | 1 | 5 | $333,737 | $83,100 | $16,620iApproximate average salary by contribution assumption: employee only about $415,500 at 4% or $277,000 at 6%; with 50% employer match about $277,000 at 4% or $184,667 at 6%; with 100% employer match about $207,750 at 4% or $138,500 at 6%. |
| Stever & Associates Inc. Employees Profit Sharing Plan | - | 5 | $333,737 | $83,100 | $16,620iApproximate average salary by contribution assumption: employee only about $415,500 at 4% or $277,000 at 6%; with 50% employer match about $277,000 at 4% or $184,667 at 6%; with 100% employer match about $207,750 at 4% or $138,500 at 6%. |