Civic Intelligence

Jeffrey D. Stein & Associates Inc.

Plan context: Jeffrey D. Stein & Associates Inc. Profit Sharing Plan

EIN 36-3391280 • 10 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$785,640

2008 Contributions

$17,142

Historical Graphs

Total Assets Over Time

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

$785,640$392,820$0199920042007YearValue
$785,640Latest year 2007

Participants Over Time

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

210199920032007YearValue
1Latest year 2007

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
200810$0$0-
Jeffrey D. Stein & Associates Inc. Profit Sharing Plan-0---
200711$785,640$0-
Jeffrey D. Stein & Associates Inc. Profit Sharing Plan-1$785,640--
200611$760,175$17,142$17,142iApproximate average salary by contribution assumption: employee only about $428,550 at 4% or $285,700 at 6%; with 50% employer match about $285,700 at 4% or $190,467 at 6%; with 100% employer match about $214,275 at 4% or $142,850 at 6%.
Jeffrey D. Stein & Associates Inc. Profit Sharing Plan-1$760,175$17,142$17,142iApproximate average salary by contribution assumption: employee only about $428,550 at 4% or $285,700 at 6%; with 50% employer match about $285,700 at 4% or $190,467 at 6%; with 100% employer match about $214,275 at 4% or $142,850 at 6%.
200511$671,975$17,194$17,194iApproximate average salary by contribution assumption: employee only about $429,850 at 4% or $286,567 at 6%; with 50% employer match about $286,567 at 4% or $191,044 at 6%; with 100% employer match about $214,925 at 4% or $143,283 at 6%.
Jeffrey D. Stein & Associates Inc. Profit Sharing Plan-1$671,975$17,194$17,194iApproximate average salary by contribution assumption: employee only about $429,850 at 4% or $286,567 at 6%; with 50% employer match about $286,567 at 4% or $191,044 at 6%; with 100% employer match about $214,925 at 4% or $143,283 at 6%.
200411$612,176$0-
Jeffrey D. Stein & Associates Inc. Profit Sharing Plan-1$612,176--
200312$626,306$20,494$10,247iApproximate average salary by contribution assumption: employee only about $256,175 at 4% or $170,783 at 6%; with 50% employer match about $170,783 at 4% or $113,856 at 6%; with 100% employer match about $128,088 at 4% or $85,392 at 6%.
Jeffrey D. Stein & Associates Inc. Profit Sharing Plan-2$626,306$20,494$10,247iApproximate average salary by contribution assumption: employee only about $256,175 at 4% or $170,783 at 6%; with 50% employer match about $170,783 at 4% or $113,856 at 6%; with 100% employer match about $128,088 at 4% or $85,392 at 6%.
200212$517,717$0-
Jeffrey D. Stein & Associates Inc. Profit Sharing Plan-2$517,717--
200112$0$0-
Jeffrey D. Stein & Associates Inc. Profit Sharing Plan-2---
200012$595,580$22,923$11,462iApproximate average salary by contribution assumption: employee only about $286,538 at 4% or $191,025 at 6%; with 50% employer match about $191,025 at 4% or $127,350 at 6%; with 100% employer match about $143,269 at 4% or $95,513 at 6%.
Jeffrey D. Stein & Associates Inc. Profit Sharing Plan-2$595,580$22,923$11,462iApproximate average salary by contribution assumption: employee only about $286,538 at 4% or $191,025 at 6%; with 50% employer match about $191,025 at 4% or $127,350 at 6%; with 100% employer match about $143,269 at 4% or $95,513 at 6%.
199912$507,792$19,324$9,662iApproximate average salary by contribution assumption: employee only about $241,550 at 4% or $161,033 at 6%; with 50% employer match about $161,033 at 4% or $107,356 at 6%; with 100% employer match about $120,775 at 4% or $80,517 at 6%.
Jeffrey D. Stein & Associates Inc. Profit Sharing Plan-2$507,792$19,324$9,662iApproximate average salary by contribution assumption: employee only about $241,550 at 4% or $161,033 at 6%; with 50% employer match about $161,033 at 4% or $107,356 at 6%; with 100% employer match about $120,775 at 4% or $80,517 at 6%.