Stephen Campbell & Associates Inc.
Plan context: Stephen Campbell & Associates Inc. Retirement Savings Plan
EIN 34-1971148 • Beachwood, OH • 35 filings • 6 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$181
2018 Contributions
$110,210
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 2 | $181 | $0 | - |
| Stephen Campbell & Associates Inc. Retirement Savings Plan | - | 2 | $181 | $0 | - |
| 2017 | 1 | 11 | $5,248,006 | $110,210 | $10,019iApproximate average salary by contribution assumption: employee only about $250,477 at 4% or $166,985 at 6%; with 50% employer match about $166,985 at 4% or $111,323 at 6%; with 100% employer match about $125,239 at 4% or $83,492 at 6%. |
| Stephen Campbell & Associates Inc. Retirement Savings Plan | - | 11 | $5,248,006 | $110,210 | $10,019iApproximate average salary by contribution assumption: employee only about $250,477 at 4% or $166,985 at 6%; with 50% employer match about $166,985 at 4% or $111,323 at 6%; with 100% employer match about $125,239 at 4% or $83,492 at 6%. |
| 2016 | 1 | 11 | $4,930,494 | $162,417 | $14,765iApproximate average salary by contribution assumption: employee only about $369,130 at 4% or $246,086 at 6%; with 50% employer match about $246,086 at 4% or $164,058 at 6%; with 100% employer match about $184,565 at 4% or $123,043 at 6%. |
| Stephen Campbell & Associates Inc. Retirement Savings Plan | - | 11 | $4,930,494 | $162,417 | $14,765iApproximate average salary by contribution assumption: employee only about $369,130 at 4% or $246,086 at 6%; with 50% employer match about $246,086 at 4% or $164,058 at 6%; with 100% employer match about $184,565 at 4% or $123,043 at 6%. |
| 2015 | 1 | 11 | $4,654,024 | $187,062 | $17,006iApproximate average salary by contribution assumption: employee only about $425,141 at 4% or $283,427 at 6%; with 50% employer match about $283,427 at 4% or $188,952 at 6%; with 100% employer match about $212,570 at 4% or $141,714 at 6%. |
| Stephen Campbell & Associates Inc. Retirement Savings Plan | - | 11 | $4,654,024 | $187,062 | $17,006iApproximate average salary by contribution assumption: employee only about $425,141 at 4% or $283,427 at 6%; with 50% employer match about $283,427 at 4% or $188,952 at 6%; with 100% employer match about $212,570 at 4% or $141,714 at 6%. |
| 2014 | 1 | 9 | $4,503,526 | $135,344 | $15,038iApproximate average salary by contribution assumption: employee only about $375,956 at 4% or $250,637 at 6%; with 50% employer match about $250,637 at 4% or $167,091 at 6%; with 100% employer match about $187,978 at 4% or $125,319 at 6%. |
| Stephen Campbell & Associates Inc. Retirement Savings Plan | - | 9 | $4,503,526 | $135,344 | $15,038iApproximate average salary by contribution assumption: employee only about $375,956 at 4% or $250,637 at 6%; with 50% employer match about $250,637 at 4% or $167,091 at 6%; with 100% employer match about $187,978 at 4% or $125,319 at 6%. |
| 2013 | 1 | 9 | $4,150,817 | $136,306 | $15,145iApproximate average salary by contribution assumption: employee only about $378,628 at 4% or $252,419 at 6%; with 50% employer match about $252,419 at 4% or $168,279 at 6%; with 100% employer match about $189,314 at 4% or $126,209 at 6%. |
| Stephen Campbell & Associates Inc. Retirement Savings Plan | - | 9 | $4,150,817 | $136,306 | $15,145iApproximate average salary by contribution assumption: employee only about $378,628 at 4% or $252,419 at 6%; with 50% employer match about $252,419 at 4% or $168,279 at 6%; with 100% employer match about $189,314 at 4% or $126,209 at 6%. |
| 2012 | 1 | 10 | $3,925,816 | $131,005 | $13,101iApproximate average salary by contribution assumption: employee only about $327,513 at 4% or $218,342 at 6%; with 50% employer match about $218,342 at 4% or $145,561 at 6%; with 100% employer match about $163,756 at 4% or $109,171 at 6%. |
| Stephen Campbell & Associates Inc. Retirement Savings Plan | - | 10 | $3,925,816 | $131,005 | $13,101iApproximate average salary by contribution assumption: employee only about $327,513 at 4% or $218,342 at 6%; with 50% employer match about $218,342 at 4% or $145,561 at 6%; with 100% employer match about $163,756 at 4% or $109,171 at 6%. |
| 2011 | 3 | 10 | $3,558,449 | $1,684,232 | $168,423iApproximate average salary by contribution assumption: employee only about $4,210,580 at 4% or $2,807,053 at 6%; with 50% employer match about $2,807,053 at 4% or $1,871,369 at 6%; with 100% employer match about $2,105,290 at 4% or $1,403,527 at 6%. |
| Stephen Campbell & Associates Inc. Retirement Savings Plan | - | 10 | $3,558,449 | $1,624,232 | $162,423iApproximate average salary by contribution assumption: employee only about $4,060,580 at 4% or $2,707,053 at 6%; with 50% employer match about $2,707,053 at 4% or $1,804,702 at 6%; with 100% employer match about $2,030,290 at 4% or $1,353,527 at 6%. |
| STEPHEN CAMPBELL & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 0 | $0 | $60,000 | - |
| STEPHEN CAMPBELL & ASSOCIATES, INC. EMPLOYEES SAVINGS PLAN AND TRUST | - | 0 | $0 | - | - |
| 2010 | 2 | 5 | $1,645,228 | $293,853 | $58,771iApproximate average salary by contribution assumption: employee only about $1,469,265 at 4% or $979,510 at 6%; with 50% employer match about $979,510 at 4% or $653,007 at 6%; with 100% employer match about $734,633 at 4% or $489,755 at 6%. |
| STEPHEN CAMPBELL & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | $1,500,053 | $274,000 | $54,800iApproximate average salary by contribution assumption: employee only about $1,370,000 at 4% or $913,333 at 6%; with 50% employer match about $913,333 at 4% or $608,889 at 6%; with 100% employer match about $685,000 at 4% or $456,667 at 6%. |
| STEPHEN CAMPBELL & ASSOCIATES, INC. EMPLOYEES SAVINGS PLAN AND TRUST | - | 5 | $145,175 | $19,853 | $3,971iApproximate average salary by contribution assumption: employee only about $99,265 at 4% or $66,177 at 6%; with 50% employer match about $66,177 at 4% or $44,118 at 6%; with 100% employer match about $49,633 at 4% or $33,088 at 6%. |
| 2009 | 2 | 6 | $1,328,015 | $354,478 | $59,080iApproximate average salary by contribution assumption: employee only about $1,476,992 at 4% or $984,661 at 6%; with 50% employer match about $984,661 at 4% or $656,441 at 6%; with 100% employer match about $738,496 at 4% or $492,331 at 6%. |
| STEPHEN CAMPBELL & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 6 | $1,226,581 | $334,966 | $55,828iApproximate average salary by contribution assumption: employee only about $1,395,692 at 4% or $930,461 at 6%; with 50% employer match about $930,461 at 4% or $620,307 at 6%; with 100% employer match about $697,846 at 4% or $465,231 at 6%. |
| STEPHEN CAMPBELL & ASSOCIATES, INC. EMPLOYEES SAVINGS PLAN AND TRUST | - | 4 | $101,434 | $19,512 | $4,878iApproximate average salary by contribution assumption: employee only about $121,950 at 4% or $81,300 at 6%; with 50% employer match about $81,300 at 4% or $54,200 at 6%; with 100% employer match about $60,975 at 4% or $40,650 at 6%. |
| 2008 | 2 | 5 | $0 | $0 | - |
| STEPHEN CAMPBELL & ASSOCIATES, INC. EMPLOYEES SAVINGS PLAN AND TRUST | - | 4 | - | - | - |
| STEPHEN CAMPBELL & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | - | - | - |
| 2007 | 2 | 5 | $0 | $0 | - |
| STEPHEN CAMPBELL & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | - | - | - |
| STEPHEN CAMPBELL & ASSOCIATES, INC. EMPLOYEES SAVINGS PLAN AND TRUST | - | 4 | - | - | - |
| 2006 | 2 | 5 | $637,922 | $550,205 | $110,041iApproximate average salary by contribution assumption: employee only about $2,751,025 at 4% or $1,834,017 at 6%; with 50% employer match about $1,834,017 at 4% or $1,222,678 at 6%; with 100% employer match about $1,375,513 at 4% or $917,008 at 6%. |
| STEPHEN CAMPBELL & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | $552,462 | $531,804 | $106,361iApproximate average salary by contribution assumption: employee only about $2,659,020 at 4% or $1,772,680 at 6%; with 50% employer match about $1,772,680 at 4% or $1,181,787 at 6%; with 100% employer match about $1,329,510 at 4% or $886,340 at 6%. |
| STEPHEN CAMPBELL & ASSOCIATES, INC. EMPLOYEES SAVINGS PLAN AND TRUST | - | 4 | $85,460 | $18,401 | $4,600iApproximate average salary by contribution assumption: employee only about $115,006 at 4% or $76,671 at 6%; with 50% employer match about $76,671 at 4% or $51,114 at 6%; with 100% employer match about $57,503 at 4% or $38,335 at 6%. |
| 2005 | 3 | 5 | $1,486,297 | $455,562 | $91,112iApproximate average salary by contribution assumption: employee only about $2,277,810 at 4% or $1,518,540 at 6%; with 50% employer match about $1,518,540 at 4% or $1,012,360 at 6%; with 100% employer match about $1,138,905 at 4% or $759,270 at 6%. |
| STEPHEN CAMPBELL & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | $731,712 | $440,000 | $88,000iApproximate average salary by contribution assumption: employee only about $2,200,000 at 4% or $1,466,667 at 6%; with 50% employer match about $1,466,667 at 4% or $977,778 at 6%; with 100% employer match about $1,100,000 at 4% or $733,333 at 6%. |
| Stephen Campbell & Associates Inc. Retirement Savings Plan | - | 5 | $689,288 | - | - |
| STEPHEN CAMPBELL & ASSOCIATES, INC. EMPLOYEES 401K SAVINGS PLAN AND TRUST | - | 3 | $65,297 | $15,562 | $5,187iApproximate average salary by contribution assumption: employee only about $129,683 at 4% or $86,456 at 6%; with 50% employer match about $86,456 at 4% or $57,637 at 6%; with 100% employer match about $64,842 at 4% or $43,228 at 6%. |
| 2004 | 3 | 5 | $336,081 | $367,535 | $73,507iApproximate average salary by contribution assumption: employee only about $1,837,675 at 4% or $1,225,117 at 6%; with 50% employer match about $1,225,117 at 4% or $816,744 at 6%; with 100% employer match about $918,838 at 4% or $612,558 at 6%. |
| STEPHEN CAMPBELL & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | $286,992 | $350,000 | $70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%. |
| STEPHEN CAMPBELL & ASSOCIATES, INC. EMPLOYEES 401K SAVINGS PLAN AND TRUST | - | 3 | $49,089 | $17,535 | $5,845iApproximate average salary by contribution assumption: employee only about $146,125 at 4% or $97,417 at 6%; with 50% employer match about $97,417 at 4% or $64,944 at 6%; with 100% employer match about $73,063 at 4% or $48,708 at 6%. |
| Stephen Campbell & Associates Inc. Retirement Savings Plan | - | 5 | - | - | - |
| 2003 | 3 | 5 | $762,953 | $307,460 | $61,492iApproximate average salary by contribution assumption: employee only about $1,537,300 at 4% or $1,024,867 at 6%; with 50% employer match about $1,024,867 at 4% or $683,244 at 6%; with 100% employer match about $768,650 at 4% or $512,433 at 6%. |
| STEPHEN CAMPBELL & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | $762,953 | $307,460 | $61,492iApproximate average salary by contribution assumption: employee only about $1,537,300 at 4% or $1,024,867 at 6%; with 50% employer match about $1,024,867 at 4% or $683,244 at 6%; with 100% employer match about $768,650 at 4% or $512,433 at 6%. |
| Stephen Campbell & Associates Inc. Retirement Savings Plan | - | 5 | - | - | - |
| STEPHEN CAMPBELL & ASSOCIATES EMPLOYEES 401K SAVINGS PLAN AND TRUST | - | 3 | - | - | - |
| 2002 | 3 | 5 | $0 | $0 | - |
| STEPHEN CAMPBELL & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | - | - | - |
| Stephen Campbell & Associates Inc. Retirement Savings Plan | - | 5 | - | - | - |
| STEPHEN CAMPBELL & ASSOCIATES EMPLOYEES 401K SAVINGS PLAN AND TRUST | - | 3 | - | - | - |
| 2001 | 3 | 5 | $0 | $0 | - |
| STEPHEN CAMPBELL & ASSOCIATES EMPLOYEES 401K SAVINGS PLAN AND TRUST | - | 3 | - | - | - |
| STEPHEN CAMPBELL & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | - | - | - |
| Stephen Campbell & Associates Inc. Retirement Savings Plan | - | 5 | - | - | - |