Civic Intelligence

Stephens Investment Management LLC

Plan context: Stephens Investment Management LLC 401(K) Plan

EIN 37-1453825 • San Francisco, CA • 12 filings • 2 plans

One Ferry BuildingSuite 255San Francisco, CA 94111
Current Snapshot

Latest Year

2016

2016 Participants

4

2016 Assets

$1,621,265

2016 Contributions

$8,076

Historical Graphs

Total Assets Over Time

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

$1,621,265$810,633$0200520112015YearValue
$1,621,265Latest year 2015

Participants Over Time

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

420200520102015YearValue
4Latest year 2015

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
201610$0$8,076-
Stephens Investment Management LLC 401(K) Plan-0-$8,076-
201514$1,621,265$58,793$14,698iApproximate average salary by contribution assumption: employee only about $367,456 at 4% or $244,971 at 6%; with 50% employer match about $244,971 at 4% or $163,314 at 6%; with 100% employer match about $183,728 at 4% or $122,485 at 6%.
Stephens Investment Management LLC 401(K) Plan-4$1,621,265$58,793$14,698iApproximate average salary by contribution assumption: employee only about $367,456 at 4% or $244,971 at 6%; with 50% employer match about $244,971 at 4% or $163,314 at 6%; with 100% employer match about $183,728 at 4% or $122,485 at 6%.
201414$1,561,752$57,500$14,375iApproximate average salary by contribution assumption: employee only about $359,375 at 4% or $239,583 at 6%; with 50% employer match about $239,583 at 4% or $159,722 at 6%; with 100% employer match about $179,688 at 4% or $119,792 at 6%.
Stephens Investment Management LLC 401(K) Plan-4$1,561,752$57,500$14,375iApproximate average salary by contribution assumption: employee only about $359,375 at 4% or $239,583 at 6%; with 50% employer match about $239,583 at 4% or $159,722 at 6%; with 100% employer match about $179,688 at 4% or $119,792 at 6%.
201314$1,408,497$56,500$14,125iApproximate average salary by contribution assumption: employee only about $353,125 at 4% or $235,417 at 6%; with 50% employer match about $235,417 at 4% or $156,944 at 6%; with 100% employer match about $176,563 at 4% or $117,708 at 6%.
Stephens Investment Management LLC 401(K) Plan-4$1,408,497$56,500$14,125iApproximate average salary by contribution assumption: employee only about $353,125 at 4% or $235,417 at 6%; with 50% employer match about $235,417 at 4% or $156,944 at 6%; with 100% employer match about $176,563 at 4% or $117,708 at 6%.
201214$1,077,505$55,500$13,875iApproximate average salary by contribution assumption: employee only about $346,875 at 4% or $231,250 at 6%; with 50% employer match about $231,250 at 4% or $154,167 at 6%; with 100% employer match about $173,438 at 4% or $115,625 at 6%.
Stephens Investment Management LLC 401(K) Plan-4$1,077,505$55,500$13,875iApproximate average salary by contribution assumption: employee only about $346,875 at 4% or $231,250 at 6%; with 50% employer match about $231,250 at 4% or $154,167 at 6%; with 100% employer match about $173,438 at 4% or $115,625 at 6%.
201114$887,577$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Stephens Investment Management LLC 401(K) Plan-4$887,577$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201014$0$0-
Stephens Investment Management LLC 401(K) Plan-4---
200914$729,290$47,385$11,846iApproximate average salary by contribution assumption: employee only about $296,156 at 4% or $197,438 at 6%; with 50% employer match about $197,438 at 4% or $131,625 at 6%; with 100% employer match about $148,078 at 4% or $98,719 at 6%.
Stephens Investment Management LLC 401(K) Plan-4$729,290$47,385$11,846iApproximate average salary by contribution assumption: employee only about $296,156 at 4% or $197,438 at 6%; with 50% employer match about $197,438 at 4% or $131,625 at 6%; with 100% employer match about $148,078 at 4% or $98,719 at 6%.
200814$526,978$191,385$47,846iApproximate average salary by contribution assumption: employee only about $1,196,156 at 4% or $797,438 at 6%; with 50% employer match about $797,438 at 4% or $531,625 at 6%; with 100% employer match about $598,078 at 4% or $398,719 at 6%.
Stephens Investment Management LLC 401(K) Plan-4$526,978$191,385$47,846iApproximate average salary by contribution assumption: employee only about $1,196,156 at 4% or $797,438 at 6%; with 50% employer match about $797,438 at 4% or $531,625 at 6%; with 100% employer match about $598,078 at 4% or $398,719 at 6%.
200714$0$0-
Stephens Investment Management LLC 401(K) Plan-4---
200614$368,509$200,786$50,197iApproximate average salary by contribution assumption: employee only about $1,254,913 at 4% or $836,608 at 6%; with 50% employer match about $836,608 at 4% or $557,739 at 6%; with 100% employer match about $627,456 at 4% or $418,304 at 6%.
Stephens Investment Management LLC 401(K) Plan-4$368,509$200,786$50,197iApproximate average salary by contribution assumption: employee only about $1,254,913 at 4% or $836,608 at 6%; with 50% employer match about $836,608 at 4% or $557,739 at 6%; with 100% employer match about $627,456 at 4% or $418,304 at 6%.
200514$132,939$122,769$30,692iApproximate average salary by contribution assumption: employee only about $767,306 at 4% or $511,538 at 6%; with 50% employer match about $511,538 at 4% or $341,025 at 6%; with 100% employer match about $383,653 at 4% or $255,769 at 6%.
Stephens Investment Management LLC 401(K) Plan-4$132,939$122,769$30,692iApproximate average salary by contribution assumption: employee only about $767,306 at 4% or $511,538 at 6%; with 50% employer match about $511,538 at 4% or $341,025 at 6%; with 100% employer match about $383,653 at 4% or $255,769 at 6%.