Stein & Stein Associates Ltd.
Plan context: Stein & Stein Associates Ltd. Defined Contribution Pension Plan
EIN 36-3056926 • 5 filings • 1 plans
Current Snapshot
Latest Year
2003
2003 Participants
2
2003 Assets
$1,343,472
2003 Contributions
$2,344
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $0 | - |
| Stein & Stein Associates Ltd. Defined Contribution Pension Plan | - | 0 | - | - | - |
| 2002 | 1 | 2 | $0 | $0 | - |
| Stein & Stein Associates Ltd. Defined Contribution Pension Plan | - | 2 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Stein & Stein Associates Ltd. Defined Contribution Pension Plan | - | 2 | - | - | - |
| 2000 | 1 | 1 | $1,343,472 | $2,344 | $2,344iApproximate average salary by contribution assumption: employee only about $58,600 at 4% or $39,067 at 6%; with 50% employer match about $39,067 at 4% or $26,044 at 6%; with 100% employer match about $29,300 at 4% or $19,533 at 6%. |
| Stein & Stein Associates Ltd. Defined Contribution Pension Plan | - | 1 | $1,343,472 | $2,344 | $2,344iApproximate average salary by contribution assumption: employee only about $58,600 at 4% or $39,067 at 6%; with 50% employer match about $39,067 at 4% or $26,044 at 6%; with 100% employer match about $29,300 at 4% or $19,533 at 6%. |
| 1999 | 1 | 2 | $1,662,960 | $4,253 | $2,127iApproximate average salary by contribution assumption: employee only about $53,163 at 4% or $35,442 at 6%; with 50% employer match about $35,442 at 4% or $23,628 at 6%; with 100% employer match about $26,581 at 4% or $17,721 at 6%. |
| Stein & Stein Associates Ltd. Defined Contribution Pension Plan | - | 2 | $1,662,960 | $4,253 | $2,127iApproximate average salary by contribution assumption: employee only about $53,163 at 4% or $35,442 at 6%; with 50% employer match about $35,442 at 4% or $23,628 at 6%; with 100% employer match about $26,581 at 4% or $17,721 at 6%. |