Civic Intelligence

Stephens Reidinger & Beller

Plan context: Stephens Reidinger & Beller 401(K) Profit Sharing Plan and Trust

EIN 33-0639599 • Newport Beach, CA • 22 filings • 5 plans

1301 Dove St Suite 890Newport Beach, CA 92660-2453
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$1,050,981

2024 Contributions

$57,173

Historical Graphs

Total Assets Over Time

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

$1,562,505$781,253$0200420142024YearValue
$1,050,981Latest year 2024

Participants Over Time

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

20100200420142024YearValue
14Latest year 2024

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
2024114$1,050,981$57,173$4,084iApproximate average salary by contribution assumption: employee only about $102,095 at 4% or $68,063 at 6%; with 50% employer match about $68,063 at 4% or $45,375 at 6%; with 100% employer match about $51,047 at 4% or $34,032 at 6%.
Stephens Reidinger & Beller 401(K) Profit Sharing Plan and Trust-14$1,050,981$57,173$4,084iApproximate average salary by contribution assumption: employee only about $102,095 at 4% or $68,063 at 6%; with 50% employer match about $68,063 at 4% or $45,375 at 6%; with 100% employer match about $51,047 at 4% or $34,032 at 6%.
202318$1,562,505$59,448$7,431iApproximate average salary by contribution assumption: employee only about $185,775 at 4% or $123,850 at 6%; with 50% employer match about $123,850 at 4% or $82,567 at 6%; with 100% employer match about $92,888 at 4% or $61,925 at 6%.
Stephens Reidinger & Beller 401(K) Profit Sharing Plan and Trust-8$1,562,505$59,448$7,431iApproximate average salary by contribution assumption: employee only about $185,775 at 4% or $123,850 at 6%; with 50% employer match about $123,850 at 4% or $82,567 at 6%; with 100% employer match about $92,888 at 4% or $61,925 at 6%.
2022113$1,163,132$63,002$4,846iApproximate average salary by contribution assumption: employee only about $121,158 at 4% or $80,772 at 6%; with 50% employer match about $80,772 at 4% or $53,848 at 6%; with 100% employer match about $60,579 at 4% or $40,386 at 6%.
Stephens Reidinger & Beller 401(K) Profit Sharing Plan and Trust-13$1,163,132$63,002$4,846iApproximate average salary by contribution assumption: employee only about $121,158 at 4% or $80,772 at 6%; with 50% employer match about $80,772 at 4% or $53,848 at 6%; with 100% employer match about $60,579 at 4% or $40,386 at 6%.
2021113$1,547,804$74,514$5,732iApproximate average salary by contribution assumption: employee only about $143,296 at 4% or $95,531 at 6%; with 50% employer match about $95,531 at 4% or $63,687 at 6%; with 100% employer match about $71,648 at 4% or $47,765 at 6%.
Stephens Reidinger & Beller 401(K) Profit Sharing Plan and Trust-13$1,547,804$74,514$5,732iApproximate average salary by contribution assumption: employee only about $143,296 at 4% or $95,531 at 6%; with 50% employer match about $95,531 at 4% or $63,687 at 6%; with 100% employer match about $71,648 at 4% or $47,765 at 6%.
2020112$1,252,138$53,501$4,458iApproximate average salary by contribution assumption: employee only about $111,460 at 4% or $74,307 at 6%; with 50% employer match about $74,307 at 4% or $49,538 at 6%; with 100% employer match about $55,730 at 4% or $37,153 at 6%.
Stephens Reidinger & Beller 401(K) Profit Sharing Plan and Trust-12$1,252,138$53,501$4,458iApproximate average salary by contribution assumption: employee only about $111,460 at 4% or $74,307 at 6%; with 50% employer match about $74,307 at 4% or $49,538 at 6%; with 100% employer match about $55,730 at 4% or $37,153 at 6%.
2019113$1,025,227$57,899$4,454iApproximate average salary by contribution assumption: employee only about $111,344 at 4% or $74,229 at 6%; with 50% employer match about $74,229 at 4% or $49,486 at 6%; with 100% employer match about $55,672 at 4% or $37,115 at 6%.
Stephens Reidinger & Beller 401(K) Profit Sharing Plan and Trust-13$1,025,227$57,899$4,454iApproximate average salary by contribution assumption: employee only about $111,344 at 4% or $74,229 at 6%; with 50% employer match about $74,229 at 4% or $49,486 at 6%; with 100% employer match about $55,672 at 4% or $37,115 at 6%.
2018113$837,509$56,229$4,325iApproximate average salary by contribution assumption: employee only about $108,133 at 4% or $72,088 at 6%; with 50% employer match about $72,088 at 4% or $48,059 at 6%; with 100% employer match about $54,066 at 4% or $36,044 at 6%.
Stephens Reidinger & Beller 401(K) Profit Sharing Plan and Trust-13$837,509$56,229$4,325iApproximate average salary by contribution assumption: employee only about $108,133 at 4% or $72,088 at 6%; with 50% employer match about $72,088 at 4% or $48,059 at 6%; with 100% employer match about $54,066 at 4% or $36,044 at 6%.
2017113$872,646$47,688$3,668iApproximate average salary by contribution assumption: employee only about $91,708 at 4% or $61,138 at 6%; with 50% employer match about $61,138 at 4% or $40,759 at 6%; with 100% employer match about $45,854 at 4% or $30,569 at 6%.
Stephens Reidinger & Beller 401(K) Profit Sharing Plan and Trust-13$872,646$47,688$3,668iApproximate average salary by contribution assumption: employee only about $91,708 at 4% or $61,138 at 6%; with 50% employer match about $61,138 at 4% or $40,759 at 6%; with 100% employer match about $45,854 at 4% or $30,569 at 6%.
2016111$735,503$48,595$4,418iApproximate average salary by contribution assumption: employee only about $110,443 at 4% or $73,629 at 6%; with 50% employer match about $73,629 at 4% or $49,086 at 6%; with 100% employer match about $55,222 at 4% or $36,814 at 6%.
Stephens Reidinger & Beller 401(K) Profit Sharing Plan and Trust-11$735,503$48,595$4,418iApproximate average salary by contribution assumption: employee only about $110,443 at 4% or $73,629 at 6%; with 50% employer match about $73,629 at 4% or $49,086 at 6%; with 100% employer match about $55,222 at 4% or $36,814 at 6%.
2015110$646,937$54,566$5,457iApproximate average salary by contribution assumption: employee only about $136,415 at 4% or $90,943 at 6%; with 50% employer match about $90,943 at 4% or $60,629 at 6%; with 100% employer match about $68,208 at 4% or $45,472 at 6%.
Stephens Reidinger & Beller 401(K) Profit Sharing Plan and Trust-10$646,937$54,566$5,457iApproximate average salary by contribution assumption: employee only about $136,415 at 4% or $90,943 at 6%; with 50% employer match about $90,943 at 4% or $60,629 at 6%; with 100% employer match about $68,208 at 4% or $45,472 at 6%.
201419$719,715$58,291$6,477iApproximate average salary by contribution assumption: employee only about $161,919 at 4% or $107,946 at 6%; with 50% employer match about $107,946 at 4% or $71,964 at 6%; with 100% employer match about $80,960 at 4% or $53,973 at 6%.
Stephens Reidinger & Beller 401(K) Profit Sharing Plan and Trust-9$719,715$58,291$6,477iApproximate average salary by contribution assumption: employee only about $161,919 at 4% or $107,946 at 6%; with 50% employer match about $107,946 at 4% or $71,964 at 6%; with 100% employer match about $80,960 at 4% or $53,973 at 6%.
2013110$657,326$60,137$6,014iApproximate average salary by contribution assumption: employee only about $150,343 at 4% or $100,228 at 6%; with 50% employer match about $100,228 at 4% or $66,819 at 6%; with 100% employer match about $75,171 at 4% or $50,114 at 6%.
Stephens Reidinger & Beller 401(K) Profit Sharing Plan and Trust-10$657,326$60,137$6,014iApproximate average salary by contribution assumption: employee only about $150,343 at 4% or $100,228 at 6%; with 50% employer match about $100,228 at 4% or $66,819 at 6%; with 100% employer match about $75,171 at 4% or $50,114 at 6%.
2012112$674,527$79,843$6,654iApproximate average salary by contribution assumption: employee only about $166,340 at 4% or $110,893 at 6%; with 50% employer match about $110,893 at 4% or $73,929 at 6%; with 100% employer match about $83,170 at 4% or $55,447 at 6%.
Stephens Reidinger & Beller 401(K) Profit Sharing Plan and Trust-12$674,527$79,843$6,654iApproximate average salary by contribution assumption: employee only about $166,340 at 4% or $110,893 at 6%; with 50% employer match about $110,893 at 4% or $73,929 at 6%; with 100% employer match about $83,170 at 4% or $55,447 at 6%.
2011113$635,851$48,944$3,765iApproximate average salary by contribution assumption: employee only about $94,123 at 4% or $62,749 at 6%; with 50% employer match about $62,749 at 4% or $41,832 at 6%; with 100% employer match about $47,062 at 4% or $31,374 at 6%.
Stephens Reidinger & Beller 401(K) Profit Sharing Plan and Trust-13$635,851$48,944$3,765iApproximate average salary by contribution assumption: employee only about $94,123 at 4% or $62,749 at 6%; with 50% employer match about $62,749 at 4% or $41,832 at 6%; with 100% employer match about $47,062 at 4% or $31,374 at 6%.
2010111$643,725$72,601$6,600iApproximate average salary by contribution assumption: employee only about $165,002 at 4% or $110,002 at 6%; with 50% employer match about $110,002 at 4% or $73,334 at 6%; with 100% employer match about $82,501 at 4% or $55,001 at 6%.
Stephens Reidinger & Beller 401(K) Profit Sharing Plan and Trust-11$643,725$72,601$6,600iApproximate average salary by contribution assumption: employee only about $165,002 at 4% or $110,002 at 6%; with 50% employer match about $110,002 at 4% or $73,334 at 6%; with 100% employer match about $82,501 at 4% or $55,001 at 6%.
2009111$490,201$64,705$5,882iApproximate average salary by contribution assumption: employee only about $147,057 at 4% or $98,038 at 6%; with 50% employer match about $98,038 at 4% or $65,359 at 6%; with 100% employer match about $73,528 at 4% or $49,019 at 6%.
Stephens Reidinger & Beller 401(K) Profit Sharing Plan and Trust-11$490,201$64,705$5,882iApproximate average salary by contribution assumption: employee only about $147,057 at 4% or $98,038 at 6%; with 50% employer match about $98,038 at 4% or $65,359 at 6%; with 100% employer match about $73,528 at 4% or $49,019 at 6%.
2008116$340,674$113,712$7,107iApproximate average salary by contribution assumption: employee only about $177,675 at 4% or $118,450 at 6%; with 50% employer match about $118,450 at 4% or $78,967 at 6%; with 100% employer match about $88,838 at 4% or $59,225 at 6%.
Stephens Reidinger & Beller 401(K) Profit Sharing Plan and Trust-16$340,674$113,712$7,107iApproximate average salary by contribution assumption: employee only about $177,675 at 4% or $118,450 at 6%; with 50% employer match about $118,450 at 4% or $78,967 at 6%; with 100% employer match about $88,838 at 4% or $59,225 at 6%.
2007120$401,413$126,082$6,304iApproximate average salary by contribution assumption: employee only about $157,603 at 4% or $105,068 at 6%; with 50% employer match about $105,068 at 4% or $70,046 at 6%; with 100% employer match about $78,801 at 4% or $52,534 at 6%.
Stephens Reidinger & Beller 401(K) Profit Sharing Plan and Trust-20$401,413$126,082$6,304iApproximate average salary by contribution assumption: employee only about $157,603 at 4% or $105,068 at 6%; with 50% employer match about $105,068 at 4% or $70,046 at 6%; with 100% employer match about $78,801 at 4% or $52,534 at 6%.
2006116$267,184$96,384$6,024iApproximate average salary by contribution assumption: employee only about $150,600 at 4% or $100,400 at 6%; with 50% employer match about $100,400 at 4% or $66,933 at 6%; with 100% employer match about $75,300 at 4% or $50,200 at 6%.
Stephens Reidinger & Beller 401(K) Profit Sharing Plan and Trust-16$267,184$96,384$6,024iApproximate average salary by contribution assumption: employee only about $150,600 at 4% or $100,400 at 6%; with 50% employer match about $100,400 at 4% or $66,933 at 6%; with 100% employer match about $75,300 at 4% or $50,200 at 6%.
2005115$150,694$81,325$5,422iApproximate average salary by contribution assumption: employee only about $135,542 at 4% or $90,361 at 6%; with 50% employer match about $90,361 at 4% or $60,241 at 6%; with 100% employer match about $67,771 at 4% or $45,181 at 6%.
Stephens Reidinger & Beller 401(K) Profit Sharing Plan and Trust-15$150,694$81,325$5,422iApproximate average salary by contribution assumption: employee only about $135,542 at 4% or $90,361 at 6%; with 50% employer match about $90,361 at 4% or $60,241 at 6%; with 100% employer match about $67,771 at 4% or $45,181 at 6%.
2004114$73,498$69,491$4,964iApproximate average salary by contribution assumption: employee only about $124,091 at 4% or $82,727 at 6%; with 50% employer match about $82,727 at 4% or $55,152 at 6%; with 100% employer match about $62,046 at 4% or $41,364 at 6%.
Stephens Reidinger & Beller 401(K) Profit Sharing Plan and Trust-14$73,498$69,491$4,964iApproximate average salary by contribution assumption: employee only about $124,091 at 4% or $82,727 at 6%; with 50% employer match about $82,727 at 4% or $55,152 at 6%; with 100% employer match about $62,046 at 4% or $41,364 at 6%.
199910$0$0-
Stephens, Reidinger & Beller LLP Section 125 Plan-0---