Brian W. Stewart & Associates Inc.
Plan context: Stewart & Associates Inc. 401K Plan
EIN 36-3672447 • Freeport, IL • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
47
2024 Assets
$2,258,439
2024 Contributions
$206,369
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 47 | $2,258,439 | $206,369 | $4,391iApproximate average salary by contribution assumption: employee only about $109,771 at 4% or $73,180 at 6%; with 50% employer match about $73,180 at 4% or $48,787 at 6%; with 100% employer match about $54,885 at 4% or $36,590 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 47 | $2,258,439 | $206,369 | $4,391iApproximate average salary by contribution assumption: employee only about $109,771 at 4% or $73,180 at 6%; with 50% employer match about $73,180 at 4% or $48,787 at 6%; with 100% employer match about $54,885 at 4% or $36,590 at 6%. |
| 2023 | 1 | 44 | $1,926,559 | $192,214 | $4,369iApproximate average salary by contribution assumption: employee only about $109,213 at 4% or $72,808 at 6%; with 50% employer match about $72,808 at 4% or $48,539 at 6%; with 100% employer match about $54,606 at 4% or $36,404 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 44 | $1,926,559 | $192,214 | $4,369iApproximate average salary by contribution assumption: employee only about $109,213 at 4% or $72,808 at 6%; with 50% employer match about $72,808 at 4% or $48,539 at 6%; with 100% employer match about $54,606 at 4% or $36,404 at 6%. |
| 2022 | 1 | 197 | $1,548,079 | $198,394 | $1,007iApproximate average salary by contribution assumption: employee only about $25,177 at 4% or $16,785 at 6%; with 50% employer match about $16,785 at 4% or $11,190 at 6%; with 100% employer match about $12,588 at 4% or $8,392 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 197 | $1,548,079 | $198,394 | $1,007iApproximate average salary by contribution assumption: employee only about $25,177 at 4% or $16,785 at 6%; with 50% employer match about $16,785 at 4% or $11,190 at 6%; with 100% employer match about $12,588 at 4% or $8,392 at 6%. |
| 2021 | 1 | 204 | $1,970,034 | $190,009 | $931iApproximate average salary by contribution assumption: employee only about $23,285 at 4% or $15,524 at 6%; with 50% employer match about $15,524 at 4% or $10,349 at 6%; with 100% employer match about $11,643 at 4% or $7,762 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 204 | $1,970,034 | $190,009 | $931iApproximate average salary by contribution assumption: employee only about $23,285 at 4% or $15,524 at 6%; with 50% employer match about $15,524 at 4% or $10,349 at 6%; with 100% employer match about $11,643 at 4% or $7,762 at 6%. |
| 2020 | 1 | 202 | $1,550,036 | $146,866 | $727iApproximate average salary by contribution assumption: employee only about $18,176 at 4% or $12,118 at 6%; with 50% employer match about $12,118 at 4% or $8,078 at 6%; with 100% employer match about $9,088 at 4% or $6,059 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 202 | $1,550,036 | $146,866 | $727iApproximate average salary by contribution assumption: employee only about $18,176 at 4% or $12,118 at 6%; with 50% employer match about $12,118 at 4% or $8,078 at 6%; with 100% employer match about $9,088 at 4% or $6,059 at 6%. |
| 2019 | 1 | 202 | $1,285,488 | $120,370 | $596iApproximate average salary by contribution assumption: employee only about $14,897 at 4% or $9,932 at 6%; with 50% employer match about $9,932 at 4% or $6,621 at 6%; with 100% employer match about $7,449 at 4% or $4,966 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 202 | $1,285,488 | $120,370 | $596iApproximate average salary by contribution assumption: employee only about $14,897 at 4% or $9,932 at 6%; with 50% employer match about $9,932 at 4% or $6,621 at 6%; with 100% employer match about $7,449 at 4% or $4,966 at 6%. |
| 2018 | 1 | 184 | $947,868 | $94,806 | $515iApproximate average salary by contribution assumption: employee only about $12,881 at 4% or $8,588 at 6%; with 50% employer match about $8,588 at 4% or $5,725 at 6%; with 100% employer match about $6,441 at 4% or $4,294 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 184 | $947,868 | $94,806 | $515iApproximate average salary by contribution assumption: employee only about $12,881 at 4% or $8,588 at 6%; with 50% employer match about $8,588 at 4% or $5,725 at 6%; with 100% employer match about $6,441 at 4% or $4,294 at 6%. |
| 2017 | 1 | 164 | $989,315 | $80,816 | $493iApproximate average salary by contribution assumption: employee only about $12,320 at 4% or $8,213 at 6%; with 50% employer match about $8,213 at 4% or $5,475 at 6%; with 100% employer match about $6,160 at 4% or $4,107 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 164 | $989,315 | $80,816 | $493iApproximate average salary by contribution assumption: employee only about $12,320 at 4% or $8,213 at 6%; with 50% employer match about $8,213 at 4% or $5,475 at 6%; with 100% employer match about $6,160 at 4% or $4,107 at 6%. |
| 2016 | 1 | 158 | $785,764 | $77,411 | $490iApproximate average salary by contribution assumption: employee only about $12,249 at 4% or $8,166 at 6%; with 50% employer match about $8,166 at 4% or $5,444 at 6%; with 100% employer match about $6,124 at 4% or $4,083 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 158 | $785,764 | $77,411 | $490iApproximate average salary by contribution assumption: employee only about $12,249 at 4% or $8,166 at 6%; with 50% employer match about $8,166 at 4% or $5,444 at 6%; with 100% employer match about $6,124 at 4% or $4,083 at 6%. |
| 2015 | 1 | 137 | $739,816 | $72,068 | $526iApproximate average salary by contribution assumption: employee only about $13,151 at 4% or $8,767 at 6%; with 50% employer match about $8,767 at 4% or $5,845 at 6%; with 100% employer match about $6,576 at 4% or $4,384 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 137 | $739,816 | $72,068 | $526iApproximate average salary by contribution assumption: employee only about $13,151 at 4% or $8,767 at 6%; with 50% employer match about $8,767 at 4% or $5,845 at 6%; with 100% employer match about $6,576 at 4% or $4,384 at 6%. |
| 2014 | 1 | 135 | $776,949 | $58,657 | $434iApproximate average salary by contribution assumption: employee only about $10,862 at 4% or $7,242 at 6%; with 50% employer match about $7,242 at 4% or $4,828 at 6%; with 100% employer match about $5,431 at 4% or $3,621 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 135 | $776,949 | $58,657 | $434iApproximate average salary by contribution assumption: employee only about $10,862 at 4% or $7,242 at 6%; with 50% employer match about $7,242 at 4% or $4,828 at 6%; with 100% employer match about $5,431 at 4% or $3,621 at 6%. |
| 2013 | 1 | 26 | $704,079 | $59,524 | $2,289iApproximate average salary by contribution assumption: employee only about $57,235 at 4% or $38,156 at 6%; with 50% employer match about $38,156 at 4% or $25,438 at 6%; with 100% employer match about $28,617 at 4% or $19,078 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 26 | $704,079 | $59,524 | $2,289iApproximate average salary by contribution assumption: employee only about $57,235 at 4% or $38,156 at 6%; with 50% employer match about $38,156 at 4% or $25,438 at 6%; with 100% employer match about $28,617 at 4% or $19,078 at 6%. |
| 2012 | 1 | 27 | $550,207 | $54,806 | $2,030iApproximate average salary by contribution assumption: employee only about $50,746 at 4% or $33,831 at 6%; with 50% employer match about $33,831 at 4% or $22,554 at 6%; with 100% employer match about $25,373 at 4% or $16,915 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 27 | $550,207 | $54,806 | $2,030iApproximate average salary by contribution assumption: employee only about $50,746 at 4% or $33,831 at 6%; with 50% employer match about $33,831 at 4% or $22,554 at 6%; with 100% employer match about $25,373 at 4% or $16,915 at 6%. |
| 2011 | 1 | 21 | $440,973 | $51,106 | $2,434iApproximate average salary by contribution assumption: employee only about $60,840 at 4% or $40,560 at 6%; with 50% employer match about $40,560 at 4% or $27,040 at 6%; with 100% employer match about $30,420 at 4% or $20,280 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 21 | $440,973 | $51,106 | $2,434iApproximate average salary by contribution assumption: employee only about $60,840 at 4% or $40,560 at 6%; with 50% employer match about $40,560 at 4% or $27,040 at 6%; with 100% employer match about $30,420 at 4% or $20,280 at 6%. |
| 2010 | 1 | 23 | $457,394 | $60,855 | $2,646iApproximate average salary by contribution assumption: employee only about $66,147 at 4% or $44,098 at 6%; with 50% employer match about $44,098 at 4% or $29,399 at 6%; with 100% employer match about $33,073 at 4% or $22,049 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 23 | $457,394 | $60,855 | $2,646iApproximate average salary by contribution assumption: employee only about $66,147 at 4% or $44,098 at 6%; with 50% employer match about $44,098 at 4% or $29,399 at 6%; with 100% employer match about $33,073 at 4% or $22,049 at 6%. |
| 2009 | 1 | 109 | $363,360 | $68,714 | $630iApproximate average salary by contribution assumption: employee only about $15,760 at 4% or $10,507 at 6%; with 50% employer match about $10,507 at 4% or $7,004 at 6%; with 100% employer match about $7,880 at 4% or $5,253 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 109 | $363,360 | $68,714 | $630iApproximate average salary by contribution assumption: employee only about $15,760 at 4% or $10,507 at 6%; with 50% employer match about $10,507 at 4% or $7,004 at 6%; with 100% employer match about $7,880 at 4% or $5,253 at 6%. |
| 2008 | 1 | 97 | $219,559 | $61,288 | $632iApproximate average salary by contribution assumption: employee only about $15,796 at 4% or $10,531 at 6%; with 50% employer match about $10,531 at 4% or $7,020 at 6%; with 100% employer match about $7,898 at 4% or $5,265 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 97 | $219,559 | $61,288 | $632iApproximate average salary by contribution assumption: employee only about $15,796 at 4% or $10,531 at 6%; with 50% employer match about $10,531 at 4% or $7,020 at 6%; with 100% employer match about $7,898 at 4% or $5,265 at 6%. |
| 2007 | 1 | 96 | $328,367 | $56,760 | $591iApproximate average salary by contribution assumption: employee only about $14,781 at 4% or $9,854 at 6%; with 50% employer match about $9,854 at 4% or $6,569 at 6%; with 100% employer match about $7,391 at 4% or $4,927 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 96 | $328,367 | $56,760 | $591iApproximate average salary by contribution assumption: employee only about $14,781 at 4% or $9,854 at 6%; with 50% employer match about $9,854 at 4% or $6,569 at 6%; with 100% employer match about $7,391 at 4% or $4,927 at 6%. |
| 2006 | 1 | 98 | $388,695 | $59,839 | $611iApproximate average salary by contribution assumption: employee only about $15,265 at 4% or $10,177 at 6%; with 50% employer match about $10,177 at 4% or $6,784 at 6%; with 100% employer match about $7,633 at 4% or $5,088 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 98 | $388,695 | $59,839 | $611iApproximate average salary by contribution assumption: employee only about $15,265 at 4% or $10,177 at 6%; with 50% employer match about $10,177 at 4% or $6,784 at 6%; with 100% employer match about $7,633 at 4% or $5,088 at 6%. |
| 2005 | 1 | 105 | $312,249 | $64,908 | $618iApproximate average salary by contribution assumption: employee only about $15,454 at 4% or $10,303 at 6%; with 50% employer match about $10,303 at 4% or $6,869 at 6%; with 100% employer match about $7,727 at 4% or $5,151 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 105 | $312,249 | $64,908 | $618iApproximate average salary by contribution assumption: employee only about $15,454 at 4% or $10,303 at 6%; with 50% employer match about $10,303 at 4% or $6,869 at 6%; with 100% employer match about $7,727 at 4% or $5,151 at 6%. |
| 2004 | 1 | 109 | $234,872 | $50,140 | $460iApproximate average salary by contribution assumption: employee only about $11,500 at 4% or $7,667 at 6%; with 50% employer match about $7,667 at 4% or $5,111 at 6%; with 100% employer match about $5,750 at 4% or $3,833 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 109 | $234,872 | $50,140 | $460iApproximate average salary by contribution assumption: employee only about $11,500 at 4% or $7,667 at 6%; with 50% employer match about $7,667 at 4% or $5,111 at 6%; with 100% employer match about $5,750 at 4% or $3,833 at 6%. |
| 2003 | 1 | 105 | $174,838 | $51,329 | $489iApproximate average salary by contribution assumption: employee only about $12,221 at 4% or $8,147 at 6%; with 50% employer match about $8,147 at 4% or $5,432 at 6%; with 100% employer match about $6,111 at 4% or $4,074 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 105 | $174,838 | $51,329 | $489iApproximate average salary by contribution assumption: employee only about $12,221 at 4% or $8,147 at 6%; with 50% employer match about $8,147 at 4% or $5,432 at 6%; with 100% employer match about $6,111 at 4% or $4,074 at 6%. |
| 2002 | 1 | 87 | $95,608 | $44,050 | $506iApproximate average salary by contribution assumption: employee only about $12,658 at 4% or $8,439 at 6%; with 50% employer match about $8,439 at 4% or $5,626 at 6%; with 100% employer match about $6,329 at 4% or $4,219 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 87 | $95,608 | $44,050 | $506iApproximate average salary by contribution assumption: employee only about $12,658 at 4% or $8,439 at 6%; with 50% employer match about $8,439 at 4% or $5,626 at 6%; with 100% employer match about $6,329 at 4% or $4,219 at 6%. |
| 2001 | 1 | 73 | $72,201 | $36,242 | $496iApproximate average salary by contribution assumption: employee only about $12,412 at 4% or $8,274 at 6%; with 50% employer match about $8,274 at 4% or $5,516 at 6%; with 100% employer match about $6,206 at 4% or $4,137 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 73 | $72,201 | $36,242 | $496iApproximate average salary by contribution assumption: employee only about $12,412 at 4% or $8,274 at 6%; with 50% employer match about $8,274 at 4% or $5,516 at 6%; with 100% employer match about $6,206 at 4% or $4,137 at 6%. |
| 2000 | 1 | 60 | $53,383 | $39,772 | $663iApproximate average salary by contribution assumption: employee only about $16,572 at 4% or $11,048 at 6%; with 50% employer match about $11,048 at 4% or $7,365 at 6%; with 100% employer match about $8,286 at 4% or $5,524 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 60 | $53,383 | $39,772 | $663iApproximate average salary by contribution assumption: employee only about $16,572 at 4% or $11,048 at 6%; with 50% employer match about $11,048 at 4% or $7,365 at 6%; with 100% employer match about $8,286 at 4% or $5,524 at 6%. |
| 1999 | 1 | 60 | $32,714 | $29,291 | $488iApproximate average salary by contribution assumption: employee only about $12,205 at 4% or $8,136 at 6%; with 50% employer match about $8,136 at 4% or $5,424 at 6%; with 100% employer match about $6,102 at 4% or $4,068 at 6%. |
| Stewart & Associates Inc. 401K Plan | - | 60 | $32,714 | $29,291 | $488iApproximate average salary by contribution assumption: employee only about $12,205 at 4% or $8,136 at 6%; with 50% employer match about $8,136 at 4% or $5,424 at 6%; with 100% employer match about $6,102 at 4% or $4,068 at 6%. |