/Stuart & Associates Inc
Plan context: Stuart & Associates Inc. 401K & P/S Plan Trust
EIN 34-1268685 • Cleveland, OH • 12 filings • 4 plans
Current Snapshot
Latest Year
2015
2015 Participants
26
2015 Assets
$3,785,668
2015 Contributions
$215,124
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $215,124 | - |
| Stuart & Associates Inc. 401K & P/S Plan Trust | - | 0 | $0 | $215,124 | - |
| 2014 | 1 | 26 | $3,785,668 | $302,710 | $11,643iApproximate average salary by contribution assumption: employee only about $291,067 at 4% or $194,045 at 6%; with 50% employer match about $194,045 at 4% or $129,363 at 6%; with 100% employer match about $145,534 at 4% or $97,022 at 6%. |
| Stuart & Associates Inc. 401K & P/S Plan Trust | - | 26 | $3,785,668 | $302,710 | $11,643iApproximate average salary by contribution assumption: employee only about $291,067 at 4% or $194,045 at 6%; with 50% employer match about $194,045 at 4% or $129,363 at 6%; with 100% employer match about $145,534 at 4% or $97,022 at 6%. |
| 2013 | 1 | 21 | $3,432,626 | $232,316 | $11,063iApproximate average salary by contribution assumption: employee only about $276,567 at 4% or $184,378 at 6%; with 50% employer match about $184,378 at 4% or $122,919 at 6%; with 100% employer match about $138,283 at 4% or $92,189 at 6%. |
| Stuart & Associates Inc. 401K & P/S Plan Trust | - | 21 | $3,432,626 | $232,316 | $11,063iApproximate average salary by contribution assumption: employee only about $276,567 at 4% or $184,378 at 6%; with 50% employer match about $184,378 at 4% or $122,919 at 6%; with 100% employer match about $138,283 at 4% or $92,189 at 6%. |
| 2012 | 1 | 20 | $2,642,005 | $246,010 | $12,301iApproximate average salary by contribution assumption: employee only about $307,513 at 4% or $205,008 at 6%; with 50% employer match about $205,008 at 4% or $136,672 at 6%; with 100% employer match about $153,756 at 4% or $102,504 at 6%. |
| Stuart & Associates Inc. 401K & P/S Plan Trust | - | 20 | $2,642,005 | $246,010 | $12,301iApproximate average salary by contribution assumption: employee only about $307,513 at 4% or $205,008 at 6%; with 50% employer match about $205,008 at 4% or $136,672 at 6%; with 100% employer match about $153,756 at 4% or $102,504 at 6%. |
| 2011 | 1 | 20 | $3,455,720 | $179,003 | $8,950iApproximate average salary by contribution assumption: employee only about $223,754 at 4% or $149,169 at 6%; with 50% employer match about $149,169 at 4% or $99,446 at 6%; with 100% employer match about $111,877 at 4% or $74,585 at 6%. |
| Stuart & Associates Inc. 401K & P/S Plan Trust | - | 20 | $3,455,720 | $179,003 | $8,950iApproximate average salary by contribution assumption: employee only about $223,754 at 4% or $149,169 at 6%; with 50% employer match about $149,169 at 4% or $99,446 at 6%; with 100% employer match about $111,877 at 4% or $74,585 at 6%. |
| 2010 | 1 | 23 | $3,673,005 | $113,221 | $4,923iApproximate average salary by contribution assumption: employee only about $123,066 at 4% or $82,044 at 6%; with 50% employer match about $82,044 at 4% or $54,696 at 6%; with 100% employer match about $61,533 at 4% or $41,022 at 6%. |
| Stuart & Associates Inc. 401K & P/S Plan Trust | - | 23 | $3,673,005 | $113,221 | $4,923iApproximate average salary by contribution assumption: employee only about $123,066 at 4% or $82,044 at 6%; with 50% employer match about $82,044 at 4% or $54,696 at 6%; with 100% employer match about $61,533 at 4% or $41,022 at 6%. |
| 2009 | 2 | 19 | $3,202,840 | $142,123 | $7,480iApproximate average salary by contribution assumption: employee only about $187,004 at 4% or $124,669 at 6%; with 50% employer match about $124,669 at 4% or $83,113 at 6%; with 100% employer match about $93,502 at 4% or $62,335 at 6%. |
| Stuart & Associates Inc. 401K & P/S Plan Trust | - | 19 | $3,202,840 | $142,123 | $7,480iApproximate average salary by contribution assumption: employee only about $187,004 at 4% or $124,669 at 6%; with 50% employer match about $124,669 at 4% or $83,113 at 6%; with 100% employer match about $93,502 at 4% or $62,335 at 6%. |
| Stuart & Associates Inc. 401K & P/S Plan Trust | - | - | - | - | - |
| 2005 | 1 | 25 | $2,704,981 | $151,522 | $6,061iApproximate average salary by contribution assumption: employee only about $151,522 at 4% or $101,015 at 6%; with 50% employer match about $101,015 at 4% or $67,343 at 6%; with 100% employer match about $75,761 at 4% or $50,507 at 6%. |
| Stuart & Associates Inc. 401K & P/S Plan Trust | - | 25 | $2,704,981 | $151,522 | $6,061iApproximate average salary by contribution assumption: employee only about $151,522 at 4% or $101,015 at 6%; with 50% employer match about $101,015 at 4% or $67,343 at 6%; with 100% employer match about $75,761 at 4% or $50,507 at 6%. |
| 2003 | 1 | 22 | $1,954,397 | $115,494 | $5,250iApproximate average salary by contribution assumption: employee only about $131,243 at 4% or $87,495 at 6%; with 50% employer match about $87,495 at 4% or $58,330 at 6%; with 100% employer match about $65,622 at 4% or $43,748 at 6%. |
| Stuart & Associates Inc. 401K & P/S Plan Trust | - | 22 | $1,954,397 | $115,494 | $5,250iApproximate average salary by contribution assumption: employee only about $131,243 at 4% or $87,495 at 6%; with 50% employer match about $87,495 at 4% or $58,330 at 6%; with 100% employer match about $65,622 at 4% or $43,748 at 6%. |
| 2000 | 1 | 14 | $0 | $0 | - |
| Stuart & Associates Inc. 401K & P/S Plan Trust | - | 14 | - | - | - |
| 1999 | 1 | 14 | $1,603,173 | $25,942 | $1,853iApproximate average salary by contribution assumption: employee only about $46,325 at 4% or $30,883 at 6%; with 50% employer match about $30,883 at 4% or $20,589 at 6%; with 100% employer match about $23,163 at 4% or $15,442 at 6%. |
| Stuart & Associates Inc. 401K & P/S Plan Trust | - | 14 | $1,603,173 | $25,942 | $1,853iApproximate average salary by contribution assumption: employee only about $46,325 at 4% or $30,883 at 6%; with 50% employer match about $30,883 at 4% or $20,589 at 6%; with 100% employer match about $23,163 at 4% or $15,442 at 6%. |