Civic Intelligence

Dr James B Stephens Ltd

Plan context: Dr James B Stephens Ltd Employees Profit Sharing Plan

EIN 36-2694040 • Evanston, IL • 23 filings • 6 plans

1560 Sherman Avenue #902Evanston, IL 60201
Current Snapshot

Latest Year

2021

2021 Participants

10

2021 Assets

$3,906,859

2021 Contributions

$142,327

Historical Graphs

Total Assets Over Time

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

$4,897,047$2,448,524$0199920132021YearValue
$3,906,859Latest year 2021

Participants Over Time

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

1370199920122021YearValue
10Latest year 2021

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
2021110$3,906,859$142,327$14,233iApproximate average salary by contribution assumption: employee only about $355,818 at 4% or $237,212 at 6%; with 50% employer match about $237,212 at 4% or $158,141 at 6%; with 100% employer match about $177,909 at 4% or $118,606 at 6%.
Dr James B Stephens Ltd Employees Profit Sharing Plan-10$3,906,859$142,327$14,233iApproximate average salary by contribution assumption: employee only about $355,818 at 4% or $237,212 at 6%; with 50% employer match about $237,212 at 4% or $158,141 at 6%; with 100% employer match about $177,909 at 4% or $118,606 at 6%.
202017$3,369,019$138,149$19,736iApproximate average salary by contribution assumption: employee only about $493,389 at 4% or $328,926 at 6%; with 50% employer match about $328,926 at 4% or $219,284 at 6%; with 100% employer match about $246,695 at 4% or $164,463 at 6%.
Dr James B Stephens Ltd Employees Profit Sharing Plan-7$3,369,019$138,149$19,736iApproximate average salary by contribution assumption: employee only about $493,389 at 4% or $328,926 at 6%; with 50% employer match about $328,926 at 4% or $219,284 at 6%; with 100% employer match about $246,695 at 4% or $164,463 at 6%.
2019113$4,897,047$174,901$13,454iApproximate average salary by contribution assumption: employee only about $336,348 at 4% or $224,232 at 6%; with 50% employer match about $224,232 at 4% or $149,488 at 6%; with 100% employer match about $168,174 at 4% or $112,116 at 6%.
Dr James B Stephens Ltd Employees Profit Sharing Plan-13$4,897,047$174,901$13,454iApproximate average salary by contribution assumption: employee only about $336,348 at 4% or $224,232 at 6%; with 50% employer match about $224,232 at 4% or $149,488 at 6%; with 100% employer match about $168,174 at 4% or $112,116 at 6%.
2018111$3,968,150$190,905$17,355iApproximate average salary by contribution assumption: employee only about $433,875 at 4% or $289,250 at 6%; with 50% employer match about $289,250 at 4% or $192,833 at 6%; with 100% employer match about $216,938 at 4% or $144,625 at 6%.
Dr James B Stephens Ltd Employees Profit Sharing Plan-11$3,968,150$190,905$17,355iApproximate average salary by contribution assumption: employee only about $433,875 at 4% or $289,250 at 6%; with 50% employer match about $289,250 at 4% or $192,833 at 6%; with 100% employer match about $216,938 at 4% or $144,625 at 6%.
201719$4,059,149$199,940$22,216iApproximate average salary by contribution assumption: employee only about $555,389 at 4% or $370,259 at 6%; with 50% employer match about $370,259 at 4% or $246,840 at 6%; with 100% employer match about $277,694 at 4% or $185,130 at 6%.
Dr James B Stephens Ltd Employees Profit Sharing Plan-9$4,059,149$199,940$22,216iApproximate average salary by contribution assumption: employee only about $555,389 at 4% or $370,259 at 6%; with 50% employer match about $370,259 at 4% or $246,840 at 6%; with 100% employer match about $277,694 at 4% or $185,130 at 6%.
2016110$3,353,000$224,581$22,458iApproximate average salary by contribution assumption: employee only about $561,453 at 4% or $374,302 at 6%; with 50% employer match about $374,302 at 4% or $249,534 at 6%; with 100% employer match about $280,726 at 4% or $187,151 at 6%.
Dr James B Stephens Ltd Employees Profit Sharing Plan-10$3,353,000$224,581$22,458iApproximate average salary by contribution assumption: employee only about $561,453 at 4% or $374,302 at 6%; with 50% employer match about $374,302 at 4% or $249,534 at 6%; with 100% employer match about $280,726 at 4% or $187,151 at 6%.
2015110$2,961,281$196,665$19,667iApproximate average salary by contribution assumption: employee only about $491,663 at 4% or $327,775 at 6%; with 50% employer match about $327,775 at 4% or $218,517 at 6%; with 100% employer match about $245,831 at 4% or $163,888 at 6%.
Dr James B Stephens Ltd Employees Profit Sharing Plan-10$2,961,281$196,665$19,667iApproximate average salary by contribution assumption: employee only about $491,663 at 4% or $327,775 at 6%; with 50% employer match about $327,775 at 4% or $218,517 at 6%; with 100% employer match about $245,831 at 4% or $163,888 at 6%.
201418$2,758,105$171,011$21,376iApproximate average salary by contribution assumption: employee only about $534,409 at 4% or $356,273 at 6%; with 50% employer match about $356,273 at 4% or $237,515 at 6%; with 100% employer match about $267,205 at 4% or $178,136 at 6%.
Dr James B Stephens Ltd Employees Profit Sharing Plan-8$2,758,105$171,011$21,376iApproximate average salary by contribution assumption: employee only about $534,409 at 4% or $356,273 at 6%; with 50% employer match about $356,273 at 4% or $237,515 at 6%; with 100% employer match about $267,205 at 4% or $178,136 at 6%.
201319$2,447,950$165,541$18,393iApproximate average salary by contribution assumption: employee only about $459,836 at 4% or $306,557 at 6%; with 50% employer match about $306,557 at 4% or $204,372 at 6%; with 100% employer match about $229,918 at 4% or $153,279 at 6%.
Dr James B Stephens Ltd Employees Profit Sharing Plan-9$2,447,950$165,541$18,393iApproximate average salary by contribution assumption: employee only about $459,836 at 4% or $306,557 at 6%; with 50% employer match about $306,557 at 4% or $204,372 at 6%; with 100% employer match about $229,918 at 4% or $153,279 at 6%.
2012111$1,910,656$151,333$13,758iApproximate average salary by contribution assumption: employee only about $343,939 at 4% or $229,292 at 6%; with 50% employer match about $229,292 at 4% or $152,862 at 6%; with 100% employer match about $171,969 at 4% or $114,646 at 6%.
Dr James B Stephens Ltd Employees Profit Sharing Plan-11$1,910,656$151,333$13,758iApproximate average salary by contribution assumption: employee only about $343,939 at 4% or $229,292 at 6%; with 50% employer match about $229,292 at 4% or $152,862 at 6%; with 100% employer match about $171,969 at 4% or $114,646 at 6%.
201119$1,551,030$157,945$17,549iApproximate average salary by contribution assumption: employee only about $438,736 at 4% or $292,491 at 6%; with 50% employer match about $292,491 at 4% or $194,994 at 6%; with 100% employer match about $219,368 at 4% or $146,245 at 6%.
Dr James B Stephens Ltd Employees Profit Sharing Plan-9$1,551,030$157,945$17,549iApproximate average salary by contribution assumption: employee only about $438,736 at 4% or $292,491 at 6%; with 50% employer match about $292,491 at 4% or $194,994 at 6%; with 100% employer match about $219,368 at 4% or $146,245 at 6%.
2010113$1,499,739$158,681$12,206iApproximate average salary by contribution assumption: employee only about $305,156 at 4% or $203,437 at 6%; with 50% employer match about $203,437 at 4% or $135,625 at 6%; with 100% employer match about $152,578 at 4% or $101,719 at 6%.
Dr James B Stephens Ltd Employees Profit Sharing Plan-13$1,499,739$158,681$12,206iApproximate average salary by contribution assumption: employee only about $305,156 at 4% or $203,437 at 6%; with 50% employer match about $203,437 at 4% or $135,625 at 6%; with 100% employer match about $152,578 at 4% or $101,719 at 6%.
2009110$1,193,368$142,202$14,220iApproximate average salary by contribution assumption: employee only about $355,505 at 4% or $237,003 at 6%; with 50% employer match about $237,003 at 4% or $158,002 at 6%; with 100% employer match about $177,753 at 4% or $118,502 at 6%.
Dr James B Stephens Ltd Employees Profit Sharing Plan-10$1,193,368$142,202$14,220iApproximate average salary by contribution assumption: employee only about $355,505 at 4% or $237,003 at 6%; with 50% employer match about $237,003 at 4% or $158,002 at 6%; with 100% employer match about $177,753 at 4% or $118,502 at 6%.
200818$776,910$69,704$8,713iApproximate average salary by contribution assumption: employee only about $217,825 at 4% or $145,217 at 6%; with 50% employer match about $145,217 at 4% or $96,811 at 6%; with 100% employer match about $108,913 at 4% or $72,608 at 6%.
Dr James B Stephens Ltd Employees Profit Sharing Plan-8$776,910$69,704$8,713iApproximate average salary by contribution assumption: employee only about $217,825 at 4% or $145,217 at 6%; with 50% employer match about $145,217 at 4% or $96,811 at 6%; with 100% employer match about $108,913 at 4% or $72,608 at 6%.
200718$0$0-
Dr James B Stephens Ltd Employees Profit Sharing Plan-8---
200617$830,774$88,151$12,593iApproximate average salary by contribution assumption: employee only about $314,825 at 4% or $209,883 at 6%; with 50% employer match about $209,883 at 4% or $139,922 at 6%; with 100% employer match about $157,413 at 4% or $104,942 at 6%.
Dr James B Stephens Ltd Employees Profit Sharing Plan-7$830,774$88,151$12,593iApproximate average salary by contribution assumption: employee only about $314,825 at 4% or $209,883 at 6%; with 50% employer match about $209,883 at 4% or $139,922 at 6%; with 100% employer match about $157,413 at 4% or $104,942 at 6%.
200516$693,303$81,673$13,612iApproximate average salary by contribution assumption: employee only about $340,304 at 4% or $226,869 at 6%; with 50% employer match about $226,869 at 4% or $151,246 at 6%; with 100% employer match about $170,152 at 4% or $113,435 at 6%.
Dr James B Stephens Ltd Employees Profit Sharing Plan-6$693,303$81,673$13,612iApproximate average salary by contribution assumption: employee only about $340,304 at 4% or $226,869 at 6%; with 50% employer match about $226,869 at 4% or $151,246 at 6%; with 100% employer match about $170,152 at 4% or $113,435 at 6%.
200128$0$0-
Dr James B Stephens Ltd Employees Profit Sharing Plan-8---
Dr James B Stephens Ltd Employees Retirement Plan-8---
200028$0$0-
Dr James B Stephens Ltd Employees Profit Sharing Plan-8---
Dr James B Stephens Ltd Employees Retirement Plan-8---
199928$2,401,386$46,882$5,860iApproximate average salary by contribution assumption: employee only about $146,506 at 4% or $97,671 at 6%; with 50% employer match about $97,671 at 4% or $65,114 at 6%; with 100% employer match about $73,253 at 4% or $48,835 at 6%.
Dr James B Stephens Ltd Employees Retirement Plan-8$1,267,339$20,839$2,605iApproximate average salary by contribution assumption: employee only about $65,122 at 4% or $43,415 at 6%; with 50% employer match about $43,415 at 4% or $28,943 at 6%; with 100% employer match about $32,561 at 4% or $21,707 at 6%.
Dr James B Stephens Ltd Employees Profit Sharing Plan-8$1,134,047$26,043$3,255iApproximate average salary by contribution assumption: employee only about $81,384 at 4% or $54,256 at 6%; with 50% employer match about $54,256 at 4% or $36,171 at 6%; with 100% employer match about $40,692 at 4% or $27,128 at 6%.