Civic Intelligence

Stevens Wealth Management LLC

Plan context: Stevens Wealth Management LLC 401(K)

EIN 36-4356706 • Deerfield, IL • 12 filings • 3 plans

500 Lake Cook Road, #350Deerfield, IL 60015
Current Snapshot

Latest Year

2017

2017 Participants

7

2017 Assets

$708,092

2017 Contributions

$115,784

Historical Graphs

Total Assets Over Time

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

$708,092$354,046$0200620122016YearValue
$708,092Latest year 2016

Participants Over Time

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

950200620112016YearValue
7Latest year 2016

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
201710$0$0-
Stevens Wealth Management LLC 401(K)-0$0$0-
201617$708,092$115,784$16,541iApproximate average salary by contribution assumption: employee only about $413,514 at 4% or $275,676 at 6%; with 50% employer match about $275,676 at 4% or $183,784 at 6%; with 100% employer match about $206,757 at 4% or $137,838 at 6%.
Stevens Wealth Management LLC 401(K)-7$708,092$115,784$16,541iApproximate average salary by contribution assumption: employee only about $413,514 at 4% or $275,676 at 6%; with 50% employer match about $275,676 at 4% or $183,784 at 6%; with 100% employer match about $206,757 at 4% or $137,838 at 6%.
201518$551,876$109,221$13,653iApproximate average salary by contribution assumption: employee only about $341,316 at 4% or $227,544 at 6%; with 50% employer match about $227,544 at 4% or $151,696 at 6%; with 100% employer match about $170,658 at 4% or $113,772 at 6%.
Stevens Wealth Management LLC 401(K)-8$551,876$109,221$13,653iApproximate average salary by contribution assumption: employee only about $341,316 at 4% or $227,544 at 6%; with 50% employer match about $227,544 at 4% or $151,696 at 6%; with 100% employer match about $170,658 at 4% or $113,772 at 6%.
201419$439,957$93,779$10,420iApproximate average salary by contribution assumption: employee only about $260,497 at 4% or $173,665 at 6%; with 50% employer match about $173,665 at 4% or $115,777 at 6%; with 100% employer match about $130,249 at 4% or $86,832 at 6%.
Stevens Wealth Management LLC 401(K)-9$439,957$93,779$10,420iApproximate average salary by contribution assumption: employee only about $260,497 at 4% or $173,665 at 6%; with 50% employer match about $173,665 at 4% or $115,777 at 6%; with 100% employer match about $130,249 at 4% or $86,832 at 6%.
201317$312,925$81,728$11,675iApproximate average salary by contribution assumption: employee only about $291,886 at 4% or $194,590 at 6%; with 50% employer match about $194,590 at 4% or $129,727 at 6%; with 100% employer match about $145,943 at 4% or $97,295 at 6%.
Stevens Wealth Management LLC 401(K)-7$312,925$81,728$11,675iApproximate average salary by contribution assumption: employee only about $291,886 at 4% or $194,590 at 6%; with 50% employer match about $194,590 at 4% or $129,727 at 6%; with 100% employer match about $145,943 at 4% or $97,295 at 6%.
201218$213,075$74,682$9,335iApproximate average salary by contribution assumption: employee only about $233,381 at 4% or $155,588 at 6%; with 50% employer match about $155,588 at 4% or $103,725 at 6%; with 100% employer match about $116,691 at 4% or $77,794 at 6%.
Stevens Wealth Management LLC 401(K)-8$213,075$74,682$9,335iApproximate average salary by contribution assumption: employee only about $233,381 at 4% or $155,588 at 6%; with 50% employer match about $155,588 at 4% or $103,725 at 6%; with 100% employer match about $116,691 at 4% or $77,794 at 6%.
201118$159,441$76,124$9,516iApproximate average salary by contribution assumption: employee only about $237,888 at 4% or $158,592 at 6%; with 50% employer match about $158,592 at 4% or $105,728 at 6%; with 100% employer match about $118,944 at 4% or $79,296 at 6%.
Stevens Wealth Management LLC 401(K)-8$159,441$76,124$9,516iApproximate average salary by contribution assumption: employee only about $237,888 at 4% or $158,592 at 6%; with 50% employer match about $158,592 at 4% or $105,728 at 6%; with 100% employer match about $118,944 at 4% or $79,296 at 6%.
201014$126,173$52,700$13,175iApproximate average salary by contribution assumption: employee only about $329,375 at 4% or $219,583 at 6%; with 50% employer match about $219,583 at 4% or $146,389 at 6%; with 100% employer match about $164,688 at 4% or $109,792 at 6%.
Stevens Wealth Management LLC 401(K)-4$126,173$52,700$13,175iApproximate average salary by contribution assumption: employee only about $329,375 at 4% or $219,583 at 6%; with 50% employer match about $219,583 at 4% or $146,389 at 6%; with 100% employer match about $164,688 at 4% or $109,792 at 6%.
200916$64,748$21,179$3,530iApproximate average salary by contribution assumption: employee only about $88,246 at 4% or $58,831 at 6%; with 50% employer match about $58,831 at 4% or $39,220 at 6%; with 100% employer match about $44,123 at 4% or $29,415 at 6%.
Stevens Wealth Management LLC 401(K)-6$64,748$21,179$3,530iApproximate average salary by contribution assumption: employee only about $88,246 at 4% or $58,831 at 6%; with 50% employer match about $58,831 at 4% or $39,220 at 6%; with 100% employer match about $44,123 at 4% or $29,415 at 6%.
200819$40,147$41,589$4,621iApproximate average salary by contribution assumption: employee only about $115,525 at 4% or $77,017 at 6%; with 50% employer match about $77,017 at 4% or $51,344 at 6%; with 100% employer match about $57,763 at 4% or $38,508 at 6%.
Stevens Wealth Management LLC 401(K)-9$40,147$41,589$4,621iApproximate average salary by contribution assumption: employee only about $115,525 at 4% or $77,017 at 6%; with 50% employer match about $77,017 at 4% or $51,344 at 6%; with 100% employer match about $57,763 at 4% or $38,508 at 6%.
200717$0$0-
Stevens Wealth Management LLC 401(K)-7---
200617$99$99$14iApproximate average salary by contribution assumption: employee only about $354 at 4% or $236 at 6%; with 50% employer match about $236 at 4% or $157 at 6%; with 100% employer match about $177 at 4% or $118 at 6%.
Stevens Wealth Management LLC 401(K)-7$99$99$14iApproximate average salary by contribution assumption: employee only about $354 at 4% or $236 at 6%; with 50% employer match about $236 at 4% or $157 at 6%; with 100% employer match about $177 at 4% or $118 at 6%.