Current Snapshot
Latest Year
2009
2009 Participants
23
2009 Assets
$664,751
2009 Contributions
$42,615
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 23 | $664,751 | $42,615 | $1,853iApproximate average salary by contribution assumption: employee only about $46,321 at 4% or $30,880 at 6%; with 50% employer match about $30,880 at 4% or $20,587 at 6%; with 100% employer match about $23,160 at 4% or $15,440 at 6%. |
| S.B. Stone & Co. 401K Plan | - | 23 | $664,751 | $42,615 | $1,853iApproximate average salary by contribution assumption: employee only about $46,321 at 4% or $30,880 at 6%; with 50% employer match about $30,880 at 4% or $20,587 at 6%; with 100% employer match about $23,160 at 4% or $15,440 at 6%. |
| 2008 | 1 | 10 | $572,125 | $50,298 | $5,030iApproximate average salary by contribution assumption: employee only about $125,745 at 4% or $83,830 at 6%; with 50% employer match about $83,830 at 4% or $55,887 at 6%; with 100% employer match about $62,873 at 4% or $41,915 at 6%. |
| S.B. Stone & Co. 401K Plan | - | 10 | $572,125 | $50,298 | $5,030iApproximate average salary by contribution assumption: employee only about $125,745 at 4% or $83,830 at 6%; with 50% employer match about $83,830 at 4% or $55,887 at 6%; with 100% employer match about $62,873 at 4% or $41,915 at 6%. |
| 2007 | 1 | 7 | $687,285 | $80,765 | $11,538iApproximate average salary by contribution assumption: employee only about $288,446 at 4% or $192,298 at 6%; with 50% employer match about $192,298 at 4% or $128,198 at 6%; with 100% employer match about $144,223 at 4% or $96,149 at 6%. |
| S.B. Stone & Co. 401K Plan | - | 7 | $687,285 | $80,765 | $11,538iApproximate average salary by contribution assumption: employee only about $288,446 at 4% or $192,298 at 6%; with 50% employer match about $192,298 at 4% or $128,198 at 6%; with 100% employer match about $144,223 at 4% or $96,149 at 6%. |
| 2006 | 1 | 8 | $718,942 | $66,270 | $8,284iApproximate average salary by contribution assumption: employee only about $207,094 at 4% or $138,063 at 6%; with 50% employer match about $138,063 at 4% or $92,042 at 6%; with 100% employer match about $103,547 at 4% or $69,031 at 6%. |
| S.B. Stone & Co. 401K Plan | - | 8 | $718,942 | $66,270 | $8,284iApproximate average salary by contribution assumption: employee only about $207,094 at 4% or $138,063 at 6%; with 50% employer match about $138,063 at 4% or $92,042 at 6%; with 100% employer match about $103,547 at 4% or $69,031 at 6%. |
| 2005 | 1 | 8 | $588,438 | $57,028 | $7,129iApproximate average salary by contribution assumption: employee only about $178,213 at 4% or $118,808 at 6%; with 50% employer match about $118,808 at 4% or $79,206 at 6%; with 100% employer match about $89,106 at 4% or $59,404 at 6%. |
| S.B. Stone & Co. 401K Plan | - | 8 | $588,438 | $57,028 | $7,129iApproximate average salary by contribution assumption: employee only about $178,213 at 4% or $118,808 at 6%; with 50% employer match about $118,808 at 4% or $79,206 at 6%; with 100% employer match about $89,106 at 4% or $59,404 at 6%. |
| 2004 | 1 | 8 | $506,233 | $48,980 | $6,123iApproximate average salary by contribution assumption: employee only about $153,063 at 4% or $102,042 at 6%; with 50% employer match about $102,042 at 4% or $68,028 at 6%; with 100% employer match about $76,531 at 4% or $51,021 at 6%. |
| S.B. Stone & Co. 401K Plan | - | 8 | $506,233 | $48,980 | $6,123iApproximate average salary by contribution assumption: employee only about $153,063 at 4% or $102,042 at 6%; with 50% employer match about $102,042 at 4% or $68,028 at 6%; with 100% employer match about $76,531 at 4% or $51,021 at 6%. |
| 2003 | 1 | 8 | $434,198 | $47,814 | $5,977iApproximate average salary by contribution assumption: employee only about $149,419 at 4% or $99,613 at 6%; with 50% employer match about $99,613 at 4% or $66,408 at 6%; with 100% employer match about $74,709 at 4% or $49,806 at 6%. |
| S.B. Stone & Co. 401K Plan | - | 8 | $434,198 | $47,814 | $5,977iApproximate average salary by contribution assumption: employee only about $149,419 at 4% or $99,613 at 6%; with 50% employer match about $99,613 at 4% or $66,408 at 6%; with 100% employer match about $74,709 at 4% or $49,806 at 6%. |
| 2002 | 1 | 7 | $349,455 | $51,571 | $7,367iApproximate average salary by contribution assumption: employee only about $184,182 at 4% or $122,788 at 6%; with 50% employer match about $122,788 at 4% or $81,859 at 6%; with 100% employer match about $92,091 at 4% or $61,394 at 6%. |
| S.B. Stone & Co. 401K Plan | - | 7 | $349,455 | $51,571 | $7,367iApproximate average salary by contribution assumption: employee only about $184,182 at 4% or $122,788 at 6%; with 50% employer match about $122,788 at 4% or $81,859 at 6%; with 100% employer match about $92,091 at 4% or $61,394 at 6%. |
| 2001 | 1 | 9 | $342,678 | $49,240 | $5,471iApproximate average salary by contribution assumption: employee only about $136,778 at 4% or $91,185 at 6%; with 50% employer match about $91,185 at 4% or $60,790 at 6%; with 100% employer match about $68,389 at 4% or $45,593 at 6%. |
| S.B. Stone & Co. 401K Plan | - | 9 | $342,678 | $49,240 | $5,471iApproximate average salary by contribution assumption: employee only about $136,778 at 4% or $91,185 at 6%; with 50% employer match about $91,185 at 4% or $60,790 at 6%; with 100% employer match about $68,389 at 4% or $45,593 at 6%. |
| 2000 | 1 | 9 | $0 | $0 | - |
| S.B. Stone & Co. 401K Plan | - | 9 | - | - | - |
| 1999 | 1 | 9 | $281,310 | $52,427 | $5,825iApproximate average salary by contribution assumption: employee only about $145,631 at 4% or $97,087 at 6%; with 50% employer match about $97,087 at 4% or $64,725 at 6%; with 100% employer match about $72,815 at 4% or $48,544 at 6%. |
| S.B. Stone & Co. 401K Plan | - | 9 | $281,310 | $52,427 | $5,825iApproximate average salary by contribution assumption: employee only about $145,631 at 4% or $97,087 at 6%; with 50% employer match about $97,087 at 4% or $64,725 at 6%; with 100% employer match about $72,815 at 4% or $48,544 at 6%. |