Civic Intelligence

STEPHEN M. STEWART ENTERPRISES, INC .

Plan context: La Jolla Loans Inc Pension Plan

EIN 33-0664830 • 7 filings • 3 plans

Current Snapshot

Latest Year

2004

2004 Participants

1

2004 Assets

$197,190

2004 Contributions

$95,000

Historical Graphs

Total Assets Over Time

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

$575,172$287,586$0199920022004YearValue
$197,190Latest year 2004

Participants Over Time

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

530199920022004YearValue
1Latest year 2004

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
200411$197,190$95,000$95,000iApproximate average salary by contribution assumption: employee only about $2,375,000 at 4% or $1,583,333 at 6%; with 50% employer match about $1,583,333 at 4% or $1,055,556 at 6%; with 100% employer match about $1,187,500 at 4% or $791,667 at 6%.
La Jolla Loans Inc Pension Plan-1$197,190$95,000$95,000iApproximate average salary by contribution assumption: employee only about $2,375,000 at 4% or $1,583,333 at 6%; with 50% employer match about $1,583,333 at 4% or $1,055,556 at 6%; with 100% employer match about $1,187,500 at 4% or $791,667 at 6%.
200325$109,173$109,173$21,835iApproximate average salary by contribution assumption: employee only about $545,865 at 4% or $363,910 at 6%; with 50% employer match about $363,910 at 4% or $242,607 at 6%; with 100% employer match about $272,933 at 4% or $181,955 at 6%.
La Jolla Loans Inc Pension Plan-5$109,173$109,173$21,835iApproximate average salary by contribution assumption: employee only about $545,865 at 4% or $363,910 at 6%; with 50% employer match about $363,910 at 4% or $242,607 at 6%; with 100% employer match about $272,933 at 4% or $181,955 at 6%.
La Jolla Loans Inc Pension Plan-0---
200213$575,172$53,797$17,932iApproximate average salary by contribution assumption: employee only about $448,308 at 4% or $298,872 at 6%; with 50% employer match about $298,872 at 4% or $199,248 at 6%; with 100% employer match about $224,154 at 4% or $149,436 at 6%.
La Jolla Loans Inc Pension Plan-3$575,172$53,797$17,932iApproximate average salary by contribution assumption: employee only about $448,308 at 4% or $298,872 at 6%; with 50% employer match about $298,872 at 4% or $199,248 at 6%; with 100% employer match about $224,154 at 4% or $149,436 at 6%.
200114$467,790$50,745$12,686iApproximate average salary by contribution assumption: employee only about $317,156 at 4% or $211,438 at 6%; with 50% employer match about $211,438 at 4% or $140,958 at 6%; with 100% employer match about $158,578 at 4% or $105,719 at 6%.
La Jolla Loans Inc Pension Plan-4$467,790$50,745$12,686iApproximate average salary by contribution assumption: employee only about $317,156 at 4% or $211,438 at 6%; with 50% employer match about $211,438 at 4% or $140,958 at 6%; with 100% employer match about $158,578 at 4% or $105,719 at 6%.
200013$0$0-
La Jolla Loans Inc Pension Plan-3---
199913$277,780$48,903$16,301iApproximate average salary by contribution assumption: employee only about $407,525 at 4% or $271,683 at 6%; with 50% employer match about $271,683 at 4% or $181,122 at 6%; with 100% employer match about $203,763 at 4% or $135,842 at 6%.
La Jolla Loans Inc Pension Plan-3$277,780$48,903$16,301iApproximate average salary by contribution assumption: employee only about $407,525 at 4% or $271,683 at 6%; with 50% employer match about $271,683 at 4% or $181,122 at 6%; with 100% employer match about $203,763 at 4% or $135,842 at 6%.