Civic Intelligence

Stewart, Beauvais & Whipple PC

Plan context: S B & W PC Retirement Plan

EIN 38-2775143 • 26 filings • 5 plans

Current Snapshot

Latest Year

2020

2020 Participants

15

2020 Assets

$3,375,343

2020 Contributions

$116,097

Historical Graphs

Total Assets Over Time

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

$3,375,343$1,687,672$0200020112019YearValue
$3,375,343Latest year 2019

Participants Over Time

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

23120200020102019YearValue
15Latest year 2019

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
202010$0$116,097-
S B & W PC Retirement Plan-0-$116,097-
2019115$3,375,343$249,701$16,647iApproximate average salary by contribution assumption: employee only about $416,168 at 4% or $277,446 at 6%; with 50% employer match about $277,446 at 4% or $184,964 at 6%; with 100% employer match about $208,084 at 4% or $138,723 at 6%.
S B & W PC Retirement Plan-15$3,375,343$249,701$16,647iApproximate average salary by contribution assumption: employee only about $416,168 at 4% or $277,446 at 6%; with 50% employer match about $277,446 at 4% or $184,964 at 6%; with 100% employer match about $208,084 at 4% or $138,723 at 6%.
2018117$2,836,654$238,300$14,018iApproximate average salary by contribution assumption: employee only about $350,441 at 4% or $233,627 at 6%; with 50% employer match about $233,627 at 4% or $155,752 at 6%; with 100% employer match about $175,221 at 4% or $116,814 at 6%.
S B & W PC Retirement Plan-17$2,836,654$238,300$14,018iApproximate average salary by contribution assumption: employee only about $350,441 at 4% or $233,627 at 6%; with 50% employer match about $233,627 at 4% or $155,752 at 6%; with 100% employer match about $175,221 at 4% or $116,814 at 6%.
2017118$2,771,747$225,389$12,522iApproximate average salary by contribution assumption: employee only about $313,040 at 4% or $208,694 at 6%; with 50% employer match about $208,694 at 4% or $139,129 at 6%; with 100% employer match about $156,520 at 4% or $104,347 at 6%.
S B & W PC Retirement Plan-18$2,771,747$225,389$12,522iApproximate average salary by contribution assumption: employee only about $313,040 at 4% or $208,694 at 6%; with 50% employer match about $208,694 at 4% or $139,129 at 6%; with 100% employer match about $156,520 at 4% or $104,347 at 6%.
2016115$2,328,455$209,844$13,990iApproximate average salary by contribution assumption: employee only about $349,740 at 4% or $233,160 at 6%; with 50% employer match about $233,160 at 4% or $155,440 at 6%; with 100% employer match about $174,870 at 4% or $116,580 at 6%.
S B & W PC Retirement Plan-15$2,328,455$209,844$13,990iApproximate average salary by contribution assumption: employee only about $349,740 at 4% or $233,160 at 6%; with 50% employer match about $233,160 at 4% or $155,440 at 6%; with 100% employer match about $174,870 at 4% or $116,580 at 6%.
2015115$2,238,530$190,080$12,672iApproximate average salary by contribution assumption: employee only about $316,800 at 4% or $211,200 at 6%; with 50% employer match about $211,200 at 4% or $140,800 at 6%; with 100% employer match about $158,400 at 4% or $105,600 at 6%.
S B & W PC Retirement Plan-15$2,238,530$190,080$12,672iApproximate average salary by contribution assumption: employee only about $316,800 at 4% or $211,200 at 6%; with 50% employer match about $211,200 at 4% or $140,800 at 6%; with 100% employer match about $158,400 at 4% or $105,600 at 6%.
2014117$2,231,966$151,782$8,928iApproximate average salary by contribution assumption: employee only about $223,209 at 4% or $148,806 at 6%; with 50% employer match about $148,806 at 4% or $99,204 at 6%; with 100% employer match about $111,604 at 4% or $74,403 at 6%.
S B & W PC Retirement Plan-17$2,231,966$151,782$8,928iApproximate average salary by contribution assumption: employee only about $223,209 at 4% or $148,806 at 6%; with 50% employer match about $148,806 at 4% or $99,204 at 6%; with 100% employer match about $111,604 at 4% or $74,403 at 6%.
2013118$2,032,107$139,849$7,769iApproximate average salary by contribution assumption: employee only about $194,235 at 4% or $129,490 at 6%; with 50% employer match about $129,490 at 4% or $86,327 at 6%; with 100% employer match about $97,117 at 4% or $64,745 at 6%.
S B & W PC Retirement Plan-18$2,032,107$139,849$7,769iApproximate average salary by contribution assumption: employee only about $194,235 at 4% or $129,490 at 6%; with 50% employer match about $129,490 at 4% or $86,327 at 6%; with 100% employer match about $97,117 at 4% or $64,745 at 6%.
2012118$1,855,174$164,439$9,136iApproximate average salary by contribution assumption: employee only about $228,388 at 4% or $152,258 at 6%; with 50% employer match about $152,258 at 4% or $101,506 at 6%; with 100% employer match about $114,194 at 4% or $76,129 at 6%.
S B & W PC Retirement Plan-18$1,855,174$164,439$9,136iApproximate average salary by contribution assumption: employee only about $228,388 at 4% or $152,258 at 6%; with 50% employer match about $152,258 at 4% or $101,506 at 6%; with 100% employer match about $114,194 at 4% or $76,129 at 6%.
2011119$1,625,573$116,833$6,149iApproximate average salary by contribution assumption: employee only about $153,728 at 4% or $102,485 at 6%; with 50% employer match about $102,485 at 4% or $68,323 at 6%; with 100% employer match about $76,864 at 4% or $51,243 at 6%.
S B & W PC Retirement Plan-19$1,625,573$116,833$6,149iApproximate average salary by contribution assumption: employee only about $153,728 at 4% or $102,485 at 6%; with 50% employer match about $102,485 at 4% or $68,323 at 6%; with 100% employer match about $76,864 at 4% or $51,243 at 6%.
2010117$1,548,827$126,952$7,468iApproximate average salary by contribution assumption: employee only about $186,694 at 4% or $124,463 at 6%; with 50% employer match about $124,463 at 4% or $82,975 at 6%; with 100% employer match about $93,347 at 4% or $62,231 at 6%.
S B & W PC Retirement Plan-17$1,548,827$126,952$7,468iApproximate average salary by contribution assumption: employee only about $186,694 at 4% or $124,463 at 6%; with 50% employer match about $124,463 at 4% or $82,975 at 6%; with 100% employer match about $93,347 at 4% or $62,231 at 6%.
2009118$1,311,796$120,986$6,721iApproximate average salary by contribution assumption: employee only about $168,036 at 4% or $112,024 at 6%; with 50% employer match about $112,024 at 4% or $74,683 at 6%; with 100% employer match about $84,018 at 4% or $56,012 at 6%.
S B & W PC Retirement Plan-18$1,311,796$120,986$6,721iApproximate average salary by contribution assumption: employee only about $168,036 at 4% or $112,024 at 6%; with 50% employer match about $112,024 at 4% or $74,683 at 6%; with 100% employer match about $84,018 at 4% or $56,012 at 6%.
2008115$0$0-
S B & W PC Retirement Plan-15---
2007118$0$0-
S B & W PC Retirement Plan-18---
2006118$1,116,185$106,374$5,910iApproximate average salary by contribution assumption: employee only about $147,742 at 4% or $98,494 at 6%; with 50% employer match about $98,494 at 4% or $65,663 at 6%; with 100% employer match about $73,871 at 4% or $49,247 at 6%.
S B & W PC Retirement Plan-18$1,116,185$106,374$5,910iApproximate average salary by contribution assumption: employee only about $147,742 at 4% or $98,494 at 6%; with 50% employer match about $98,494 at 4% or $65,663 at 6%; with 100% employer match about $73,871 at 4% or $49,247 at 6%.
2005113$994,890$70,490$5,422iApproximate average salary by contribution assumption: employee only about $135,558 at 4% or $90,372 at 6%; with 50% employer match about $90,372 at 4% or $60,248 at 6%; with 100% employer match about $67,779 at 4% or $45,186 at 6%.
S B & W PC Retirement Plan-13$994,890$70,490$5,422iApproximate average salary by contribution assumption: employee only about $135,558 at 4% or $90,372 at 6%; with 50% employer match about $90,372 at 4% or $60,248 at 6%; with 100% employer match about $67,779 at 4% or $45,186 at 6%.
2004221$934,380$143,463$6,832iApproximate average salary by contribution assumption: employee only about $170,789 at 4% or $113,860 at 6%; with 50% employer match about $113,860 at 4% or $75,906 at 6%; with 100% employer match about $85,395 at 4% or $56,930 at 6%.
S B & W PC Retirement Plan-18$934,380$91,384$5,077iApproximate average salary by contribution assumption: employee only about $126,922 at 4% or $84,615 at 6%; with 50% employer match about $84,615 at 4% or $56,410 at 6%; with 100% employer match about $63,461 at 4% or $42,307 at 6%.
S B & W PC FLEXIBLE EMPLOYEE BENEFIT PLAN-21-$52,079$2,480iApproximate average salary by contribution assumption: employee only about $61,999 at 4% or $41,333 at 6%; with 50% employer match about $41,333 at 4% or $27,555 at 6%; with 100% employer match about $30,999 at 4% or $20,666 at 6%.
2003220$697,718$139,830$6,992iApproximate average salary by contribution assumption: employee only about $174,788 at 4% or $116,525 at 6%; with 50% employer match about $116,525 at 4% or $77,683 at 6%; with 100% employer match about $87,394 at 4% or $58,263 at 6%.
S B & W PC Retirement Plan-17$697,718$96,364$5,668iApproximate average salary by contribution assumption: employee only about $141,712 at 4% or $94,475 at 6%; with 50% employer match about $94,475 at 4% or $62,983 at 6%; with 100% employer match about $70,856 at 4% or $47,237 at 6%.
SB&W PC - FLEXIBLE EMPLOYEE BENEFIT PLAN-20-$43,466$2,173iApproximate average salary by contribution assumption: employee only about $54,333 at 4% or $36,222 at 6%; with 50% employer match about $36,222 at 4% or $24,148 at 6%; with 100% employer match about $27,166 at 4% or $18,111 at 6%.
2002220$477,595$105,063$5,253iApproximate average salary by contribution assumption: employee only about $131,329 at 4% or $87,553 at 6%; with 50% employer match about $87,553 at 4% or $58,368 at 6%; with 100% employer match about $65,664 at 4% or $43,776 at 6%.
S B & W PC Retirement Plan-19$477,595$105,063$5,530iApproximate average salary by contribution assumption: employee only about $138,241 at 4% or $92,161 at 6%; with 50% employer match about $92,161 at 4% or $61,440 at 6%; with 100% employer match about $69,120 at 4% or $46,080 at 6%.
SB&W PC - FLEXIBLE EMPLOYEE BENEFIT PLAN-20---
2001223$0$0-
S B & W PC Retirement Plan-18---
SB&W PC - FLEXIBLE EMPLOYEE BENEFIT PLAN-23---
2000222$423,719$87,097$3,959iApproximate average salary by contribution assumption: employee only about $98,974 at 4% or $65,983 at 6%; with 50% employer match about $65,983 at 4% or $43,988 at 6%; with 100% employer match about $49,487 at 4% or $32,991 at 6%.
S B & W PC Retirement Plan-17$423,719$87,097$5,123iApproximate average salary by contribution assumption: employee only about $128,084 at 4% or $85,389 at 6%; with 50% employer match about $85,389 at 4% or $56,926 at 6%; with 100% employer match about $64,042 at 4% or $42,695 at 6%.
SB&W PC - FLEXIBLE EMPLOYEE BENEFIT PLAN-22---