Civic Intelligence

Stewart Management Group Inc.

Plan context: Stewart Management Group Retirement Plan

EIN 38-2467461 • 52 filings • 5 plans

Current Snapshot

Latest Year

2024

2024 Participants

166

2024 Assets

$11,217,513

2024 Contributions

$438,305

Historical Graphs

Total Assets Over Time

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

$17,013,731$8,506,866$0199920122022YearValue
$11,217,513Latest year 2022

Participants Over Time

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

4112060199920122024YearValue
166Latest year 2024

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
20241166$0$0-
Employee Benefit Plan-166---
20232133$0$438,305$3,296iApproximate average salary by contribution assumption: employee only about $82,388 at 4% or $54,925 at 6%; with 50% employer match about $54,925 at 4% or $36,617 at 6%; with 100% employer match about $41,194 at 4% or $27,463 at 6%.
Employee Benefit Plan-133---
Stewart Management Group Retirement Plan-0-$438,305-
20222146$11,217,513$975,277$6,680iApproximate average salary by contribution assumption: employee only about $166,999 at 4% or $111,333 at 6%; with 50% employer match about $111,333 at 4% or $74,222 at 6%; with 100% employer match about $83,500 at 4% or $55,666 at 6%.
Stewart Management Group Retirement Plan-146$11,217,513$975,277$6,680iApproximate average salary by contribution assumption: employee only about $166,999 at 4% or $111,333 at 6%; with 50% employer match about $111,333 at 4% or $74,222 at 6%; with 100% employer match about $83,500 at 4% or $55,666 at 6%.
Employee Benefit Plan-141---
20212146$10,808,301$1,027,466$7,037iApproximate average salary by contribution assumption: employee only about $175,936 at 4% or $117,291 at 6%; with 50% employer match about $117,291 at 4% or $78,194 at 6%; with 100% employer match about $87,968 at 4% or $58,645 at 6%.
Stewart Management Group Retirement Plan-146$10,808,301$1,027,466$7,037iApproximate average salary by contribution assumption: employee only about $175,936 at 4% or $117,291 at 6%; with 50% employer match about $117,291 at 4% or $78,194 at 6%; with 100% employer match about $87,968 at 4% or $58,645 at 6%.
Employee Benefit Plan-134---
20202207$17,013,731$1,314,839$6,352iApproximate average salary by contribution assumption: employee only about $158,797 at 4% or $105,865 at 6%; with 50% employer match about $105,865 at 4% or $70,576 at 6%; with 100% employer match about $79,398 at 4% or $52,932 at 6%.
Stewart Management Group Retirement Plan-164$17,013,731$1,314,839$8,017iApproximate average salary by contribution assumption: employee only about $200,433 at 4% or $133,622 at 6%; with 50% employer match about $133,622 at 4% or $89,081 at 6%; with 100% employer match about $100,216 at 4% or $66,811 at 6%.
Employee Benefit Plan-207---
20192257$14,160,163$1,153,971$4,490iApproximate average salary by contribution assumption: employee only about $112,254 at 4% or $74,836 at 6%; with 50% employer match about $74,836 at 4% or $49,891 at 6%; with 100% employer match about $56,127 at 4% or $37,418 at 6%.
Stewart Management Group Retirement Plan-257$14,160,163$1,153,971$4,490iApproximate average salary by contribution assumption: employee only about $112,254 at 4% or $74,836 at 6%; with 50% employer match about $74,836 at 4% or $49,891 at 6%; with 100% employer match about $56,127 at 4% or $37,418 at 6%.
Employee Benefit Plan-224---
20182260$14,343,287$1,160,777$4,465iApproximate average salary by contribution assumption: employee only about $111,613 at 4% or $74,409 at 6%; with 50% employer match about $74,409 at 4% or $49,606 at 6%; with 100% employer match about $55,807 at 4% or $37,204 at 6%.
Stewart Management Group Retirement Plan-260$14,343,287$1,160,777$4,465iApproximate average salary by contribution assumption: employee only about $111,613 at 4% or $74,409 at 6%; with 50% employer match about $74,409 at 4% or $49,606 at 6%; with 100% employer match about $55,807 at 4% or $37,204 at 6%.
Employee Benefit Plan-256---
20172315$14,656,678$1,124,267$3,569iApproximate average salary by contribution assumption: employee only about $89,228 at 4% or $59,485 at 6%; with 50% employer match about $59,485 at 4% or $39,657 at 6%; with 100% employer match about $44,614 at 4% or $29,743 at 6%.
Stewart Management Group Retirement Plan-315$14,656,678$1,124,267$3,569iApproximate average salary by contribution assumption: employee only about $89,228 at 4% or $59,485 at 6%; with 50% employer match about $59,485 at 4% or $39,657 at 6%; with 100% employer match about $44,614 at 4% or $29,743 at 6%.
Employee Benefit Plan-278---
20162335$13,651,960$1,097,474$3,276iApproximate average salary by contribution assumption: employee only about $81,901 at 4% or $54,601 at 6%; with 50% employer match about $54,601 at 4% or $36,400 at 6%; with 100% employer match about $40,951 at 4% or $27,300 at 6%.
Stewart Management Group Retirement Plan-315$13,651,960$1,097,474$3,484iApproximate average salary by contribution assumption: employee only about $87,101 at 4% or $58,067 at 6%; with 50% employer match about $58,067 at 4% or $38,712 at 6%; with 100% employer match about $43,551 at 4% or $29,034 at 6%.
Employee Benefit Plan-335---
20152289$11,878,243$1,058,835$3,664iApproximate average salary by contribution assumption: employee only about $91,595 at 4% or $61,063 at 6%; with 50% employer match about $61,063 at 4% or $40,709 at 6%; with 100% employer match about $45,797 at 4% or $30,532 at 6%.
Stewart Management Group Retirement Plan-97$11,878,243$1,058,835$10,916iApproximate average salary by contribution assumption: employee only about $272,896 at 4% or $181,930 at 6%; with 50% employer match about $181,930 at 4% or $121,287 at 6%; with 100% employer match about $136,448 at 4% or $90,965 at 6%.
Employee Benefit Plan-289---
20142358$12,068,931$1,039,783$2,904iApproximate average salary by contribution assumption: employee only about $72,611 at 4% or $48,407 at 6%; with 50% employer match about $48,407 at 4% or $32,271 at 6%; with 100% employer match about $36,305 at 4% or $24,204 at 6%.
Stewart Management Group Retirement Plan-100$12,068,931$1,039,783$10,398iApproximate average salary by contribution assumption: employee only about $259,946 at 4% or $173,297 at 6%; with 50% employer match about $173,297 at 4% or $115,531 at 6%; with 100% employer match about $129,973 at 4% or $86,649 at 6%.
Employee Benefit Plan-358---
20132299$11,572,264$929,256$3,108iApproximate average salary by contribution assumption: employee only about $77,697 at 4% or $51,798 at 6%; with 50% employer match about $51,798 at 4% or $34,532 at 6%; with 100% employer match about $38,848 at 4% or $25,899 at 6%.
Stewart Management Group Retirement Plan-281$11,572,264$929,256$3,307iApproximate average salary by contribution assumption: employee only about $82,674 at 4% or $55,116 at 6%; with 50% employer match about $55,116 at 4% or $36,744 at 6%; with 100% employer match about $41,337 at 4% or $27,558 at 6%.
Employee Benefit Plan-299---
20122319$9,802,000$917,683$2,877iApproximate average salary by contribution assumption: employee only about $71,919 at 4% or $47,946 at 6%; with 50% employer match about $47,946 at 4% or $31,964 at 6%; with 100% employer match about $35,959 at 4% or $23,973 at 6%.
Stewart Management Group Retirement Plan-207$9,802,000$917,683$4,433iApproximate average salary by contribution assumption: employee only about $110,831 at 4% or $73,888 at 6%; with 50% employer match about $73,888 at 4% or $49,258 at 6%; with 100% employer match about $55,416 at 4% or $36,944 at 6%.
Employee Benefit Plan-319---
20113311$9,196,377$754,702$2,427iApproximate average salary by contribution assumption: employee only about $60,667 at 4% or $40,445 at 6%; with 50% employer match about $40,445 at 4% or $26,963 at 6%; with 100% employer match about $30,334 at 4% or $20,222 at 6%.
Stewart Management Group Retirement Plan-271$9,196,377$754,702$2,785iApproximate average salary by contribution assumption: employee only about $69,622 at 4% or $46,415 at 6%; with 50% employer match about $46,415 at 4% or $30,943 at 6%; with 100% employer match about $34,811 at 4% or $23,207 at 6%.
Employee Benefit Plan-311---
Stewart Management Group Inc. Welfare Benefit Plan-234---
20102260$9,362,224$771,209$2,966iApproximate average salary by contribution assumption: employee only about $74,155 at 4% or $49,436 at 6%; with 50% employer match about $49,436 at 4% or $32,958 at 6%; with 100% employer match about $37,077 at 4% or $24,718 at 6%.
Stewart Management Group Retirement Plan-249$9,362,224$771,209$3,097iApproximate average salary by contribution assumption: employee only about $77,431 at 4% or $51,620 at 6%; with 50% employer match about $51,620 at 4% or $34,414 at 6%; with 100% employer match about $38,715 at 4% or $25,810 at 6%.
Employee Benefit Plan-260---
20092237$7,988,303$704,453$2,972iApproximate average salary by contribution assumption: employee only about $74,309 at 4% or $49,540 at 6%; with 50% employer match about $49,540 at 4% or $33,026 at 6%; with 100% employer match about $37,155 at 4% or $24,770 at 6%.
Stewart Management Group Retirement Plan-237$7,988,303$704,453$2,972iApproximate average salary by contribution assumption: employee only about $74,309 at 4% or $49,540 at 6%; with 50% employer match about $49,540 at 4% or $33,026 at 6%; with 100% employer match about $37,155 at 4% or $24,770 at 6%.
Employee Benefit Plan-236---
20082305$7,216,308$749,657$2,458iApproximate average salary by contribution assumption: employee only about $61,447 at 4% or $40,965 at 6%; with 50% employer match about $40,965 at 4% or $27,310 at 6%; with 100% employer match about $30,724 at 4% or $20,482 at 6%.
Stewart Management Group Retirement Plan-305$7,216,308$749,657$2,458iApproximate average salary by contribution assumption: employee only about $61,447 at 4% or $40,965 at 6%; with 50% employer match about $40,965 at 4% or $27,310 at 6%; with 100% employer match about $30,724 at 4% or $20,482 at 6%.
Employee Benefit Plan-292---
20072348$0$0-
Stewart Management Group Retirement Plan-330---
Employee Benefit Plan-348---
20062336$9,130,845$841,598$2,505iApproximate average salary by contribution assumption: employee only about $62,619 at 4% or $41,746 at 6%; with 50% employer match about $41,746 at 4% or $27,831 at 6%; with 100% employer match about $31,309 at 4% or $20,873 at 6%.
Stewart Management Group Retirement Plan-324$9,130,845$841,598$2,598iApproximate average salary by contribution assumption: employee only about $64,938 at 4% or $43,292 at 6%; with 50% employer match about $43,292 at 4% or $28,861 at 6%; with 100% employer match about $32,469 at 4% or $21,646 at 6%.
Employee Benefit Plan-336---
20052343$7,804,578$852,960$2,487iApproximate average salary by contribution assumption: employee only about $62,169 at 4% or $41,446 at 6%; with 50% employer match about $41,446 at 4% or $27,631 at 6%; with 100% employer match about $31,085 at 4% or $20,723 at 6%.
Stewart Management Group Retirement Plan-330$7,804,578$852,960$2,585iApproximate average salary by contribution assumption: employee only about $64,618 at 4% or $43,079 at 6%; with 50% employer match about $43,079 at 4% or $28,719 at 6%; with 100% employer match about $32,309 at 4% or $21,539 at 6%.
Employee Benefit Plan-343---
20042327$6,851,080$841,258$2,573iApproximate average salary by contribution assumption: employee only about $64,316 at 4% or $42,878 at 6%; with 50% employer match about $42,878 at 4% or $28,585 at 6%; with 100% employer match about $32,158 at 4% or $21,439 at 6%.
Stewart Management Group Retirement Plan-327$6,851,080$841,258$2,573iApproximate average salary by contribution assumption: employee only about $64,316 at 4% or $42,878 at 6%; with 50% employer match about $42,878 at 4% or $28,585 at 6%; with 100% employer match about $32,158 at 4% or $21,439 at 6%.
Employee Benefit Plan-286---
20032323$6,063,357$783,815$2,427iApproximate average salary by contribution assumption: employee only about $60,667 at 4% or $40,445 at 6%; with 50% employer match about $40,445 at 4% or $26,963 at 6%; with 100% employer match about $30,333 at 4% or $20,222 at 6%.
Stewart Management Group Retirement Plan-323$6,063,357$783,815$2,427iApproximate average salary by contribution assumption: employee only about $60,667 at 4% or $40,445 at 6%; with 50% employer match about $40,445 at 4% or $26,963 at 6%; with 100% employer match about $30,333 at 4% or $20,222 at 6%.
Employee Benefit Plan-282---
20022326$5,323,207$887,052$2,721iApproximate average salary by contribution assumption: employee only about $68,025 at 4% or $45,350 at 6%; with 50% employer match about $45,350 at 4% or $30,234 at 6%; with 100% employer match about $34,013 at 4% or $22,675 at 6%.
Stewart Management Group Retirement Plan-326$5,323,207$887,052$2,721iApproximate average salary by contribution assumption: employee only about $68,025 at 4% or $45,350 at 6%; with 50% employer match about $45,350 at 4% or $30,234 at 6%; with 100% employer match about $34,013 at 4% or $22,675 at 6%.
Employee Benefit Plan-311---
20012402$0$0-
Employee Benefit Plan-402---
Stewart Management Group Retirement Plan-365---
20002411$0$0-
Employee Benefit Plan-289---
Stewart Management Group Retirement Plan-411---
19992397$4,494,171$611,579$1,541iApproximate average salary by contribution assumption: employee only about $38,513 at 4% or $25,675 at 6%; with 50% employer match about $25,675 at 4% or $17,117 at 6%; with 100% employer match about $19,256 at 4% or $12,838 at 6%.
Stewart Management Group Retirement Plan-397$4,494,171$611,579$1,541iApproximate average salary by contribution assumption: employee only about $38,513 at 4% or $25,675 at 6%; with 50% employer match about $25,675 at 4% or $17,117 at 6%; with 100% employer match about $19,256 at 4% or $12,838 at 6%.
Employee Benefit Plan-213---