Civic Intelligence

Stiefel Associates Inc.

Plan context: Stiefel Associates Inc. 401(K) P/S Plan

EIN 38-2942482 • Lansing, MI • 17 filings • 2 plans

4924 Contec DrLansing, MI 48910
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$1,634,638

2024 Contributions

$186,691

Historical Graphs

Total Assets Over Time

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

$1,634,638$817,319$0200820162024YearValue
$1,634,638Latest year 2024

Participants Over Time

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

1470200820162024YearValue
14Latest 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
2024114$1,634,638$186,691$13,335iApproximate average salary by contribution assumption: employee only about $333,377 at 4% or $222,251 at 6%; with 50% employer match about $222,251 at 4% or $148,167 at 6%; with 100% employer match about $166,688 at 4% or $111,126 at 6%.
Stiefel Associates Inc. 401(K) P/S Plan-14$1,634,638$186,691$13,335iApproximate average salary by contribution assumption: employee only about $333,377 at 4% or $222,251 at 6%; with 50% employer match about $222,251 at 4% or $148,167 at 6%; with 100% employer match about $166,688 at 4% or $111,126 at 6%.
2023114$1,328,859$161,814$11,558iApproximate average salary by contribution assumption: employee only about $288,954 at 4% or $192,636 at 6%; with 50% employer match about $192,636 at 4% or $128,424 at 6%; with 100% employer match about $144,477 at 4% or $96,318 at 6%.
Stiefel Associates Inc. 401(K) P/S Plan-14$1,328,859$161,814$11,558iApproximate average salary by contribution assumption: employee only about $288,954 at 4% or $192,636 at 6%; with 50% employer match about $192,636 at 4% or $128,424 at 6%; with 100% employer match about $144,477 at 4% or $96,318 at 6%.
2022112$1,017,573$141,556$11,796iApproximate average salary by contribution assumption: employee only about $294,908 at 4% or $196,606 at 6%; with 50% employer match about $196,606 at 4% or $131,070 at 6%; with 100% employer match about $147,454 at 4% or $98,303 at 6%.
Stiefel Associates Inc. 401(K) P/S Plan-12$1,017,573$141,556$11,796iApproximate average salary by contribution assumption: employee only about $294,908 at 4% or $196,606 at 6%; with 50% employer match about $196,606 at 4% or $131,070 at 6%; with 100% employer match about $147,454 at 4% or $98,303 at 6%.
2021113$1,209,440$131,478$10,114iApproximate average salary by contribution assumption: employee only about $252,842 at 4% or $168,562 at 6%; with 50% employer match about $168,562 at 4% or $112,374 at 6%; with 100% employer match about $126,421 at 4% or $84,281 at 6%.
Stiefel Associates Inc. 401(K) P/S Plan-13$1,209,440$131,478$10,114iApproximate average salary by contribution assumption: employee only about $252,842 at 4% or $168,562 at 6%; with 50% employer match about $168,562 at 4% or $112,374 at 6%; with 100% employer match about $126,421 at 4% or $84,281 at 6%.
2020113$956,284$112,524$8,656iApproximate average salary by contribution assumption: employee only about $216,392 at 4% or $144,262 at 6%; with 50% employer match about $144,262 at 4% or $96,174 at 6%; with 100% employer match about $108,196 at 4% or $72,131 at 6%.
Stiefel Associates Inc. 401(K) P/S Plan-13$956,284$112,524$8,656iApproximate average salary by contribution assumption: employee only about $216,392 at 4% or $144,262 at 6%; with 50% employer match about $144,262 at 4% or $96,174 at 6%; with 100% employer match about $108,196 at 4% or $72,131 at 6%.
2019113$883,970$105,649$8,127iApproximate average salary by contribution assumption: employee only about $203,171 at 4% or $135,447 at 6%; with 50% employer match about $135,447 at 4% or $90,298 at 6%; with 100% employer match about $101,586 at 4% or $67,724 at 6%.
Stiefel Associates Inc. 401(K) P/S Plan-13$883,970$105,649$8,127iApproximate average salary by contribution assumption: employee only about $203,171 at 4% or $135,447 at 6%; with 50% employer match about $135,447 at 4% or $90,298 at 6%; with 100% employer match about $101,586 at 4% or $67,724 at 6%.
2018112$648,273$112,016$9,335iApproximate average salary by contribution assumption: employee only about $233,367 at 4% or $155,578 at 6%; with 50% employer match about $155,578 at 4% or $103,719 at 6%; with 100% employer match about $116,683 at 4% or $77,789 at 6%.
Stiefel Associates Inc. 401(K) P/S Plan-12$648,273$112,016$9,335iApproximate average salary by contribution assumption: employee only about $233,367 at 4% or $155,578 at 6%; with 50% employer match about $155,578 at 4% or $103,719 at 6%; with 100% employer match about $116,683 at 4% or $77,789 at 6%.
201718$605,102$95,174$11,897iApproximate average salary by contribution assumption: employee only about $297,419 at 4% or $198,279 at 6%; with 50% employer match about $198,279 at 4% or $132,186 at 6%; with 100% employer match about $148,709 at 4% or $99,140 at 6%.
Stiefel Associates Inc. 401(K) P/S Plan-8$605,102$95,174$11,897iApproximate average salary by contribution assumption: employee only about $297,419 at 4% or $198,279 at 6%; with 50% employer match about $198,279 at 4% or $132,186 at 6%; with 100% employer match about $148,709 at 4% or $99,140 at 6%.
201618$449,107$85,406$10,676iApproximate average salary by contribution assumption: employee only about $266,894 at 4% or $177,929 at 6%; with 50% employer match about $177,929 at 4% or $118,619 at 6%; with 100% employer match about $133,447 at 4% or $88,965 at 6%.
Stiefel Associates Inc. 401(K) P/S Plan-8$449,107$85,406$10,676iApproximate average salary by contribution assumption: employee only about $266,894 at 4% or $177,929 at 6%; with 50% employer match about $177,929 at 4% or $118,619 at 6%; with 100% employer match about $133,447 at 4% or $88,965 at 6%.
201518$328,047$77,648$9,706iApproximate average salary by contribution assumption: employee only about $242,650 at 4% or $161,767 at 6%; with 50% employer match about $161,767 at 4% or $107,844 at 6%; with 100% employer match about $121,325 at 4% or $80,883 at 6%.
Stiefel Associates Inc. 401(K) P/S Plan-8$328,047$77,648$9,706iApproximate average salary by contribution assumption: employee only about $242,650 at 4% or $161,767 at 6%; with 50% employer match about $161,767 at 4% or $107,844 at 6%; with 100% employer match about $121,325 at 4% or $80,883 at 6%.
201414$263,875$40,172$10,043iApproximate average salary by contribution assumption: employee only about $251,075 at 4% or $167,383 at 6%; with 50% employer match about $167,383 at 4% or $111,589 at 6%; with 100% employer match about $125,538 at 4% or $83,692 at 6%.
Stiefel Associates Inc. 401(K) P/S Plan-4$263,875$40,172$10,043iApproximate average salary by contribution assumption: employee only about $251,075 at 4% or $167,383 at 6%; with 50% employer match about $167,383 at 4% or $111,589 at 6%; with 100% employer match about $125,538 at 4% or $83,692 at 6%.
201314$261,361$43,736$10,934iApproximate average salary by contribution assumption: employee only about $273,350 at 4% or $182,233 at 6%; with 50% employer match about $182,233 at 4% or $121,489 at 6%; with 100% employer match about $136,675 at 4% or $91,117 at 6%.
Stiefel Associates Inc. 401(K) P/S Plan-4$261,361$43,736$10,934iApproximate average salary by contribution assumption: employee only about $273,350 at 4% or $182,233 at 6%; with 50% employer match about $182,233 at 4% or $121,489 at 6%; with 100% employer match about $136,675 at 4% or $91,117 at 6%.
201214$177,281$41,807$10,452iApproximate average salary by contribution assumption: employee only about $261,294 at 4% or $174,196 at 6%; with 50% employer match about $174,196 at 4% or $116,131 at 6%; with 100% employer match about $130,647 at 4% or $87,098 at 6%.
Stiefel Associates Inc. 401(K) P/S Plan-4$177,281$41,807$10,452iApproximate average salary by contribution assumption: employee only about $261,294 at 4% or $174,196 at 6%; with 50% employer match about $174,196 at 4% or $116,131 at 6%; with 100% employer match about $130,647 at 4% or $87,098 at 6%.
201114$118,637$41,750$10,438iApproximate average salary by contribution assumption: employee only about $260,938 at 4% or $173,958 at 6%; with 50% employer match about $173,958 at 4% or $115,972 at 6%; with 100% employer match about $130,469 at 4% or $86,979 at 6%.
Stiefel Associates Inc. 401(K) P/S Plan-4$118,637$41,750$10,438iApproximate average salary by contribution assumption: employee only about $260,938 at 4% or $173,958 at 6%; with 50% employer match about $173,958 at 4% or $115,972 at 6%; with 100% employer match about $130,469 at 4% or $86,979 at 6%.
201014$83,946$39,523$9,881iApproximate average salary by contribution assumption: employee only about $247,019 at 4% or $164,679 at 6%; with 50% employer match about $164,679 at 4% or $109,786 at 6%; with 100% employer match about $123,509 at 4% or $82,340 at 6%.
Stiefel Associates Inc. 401(K) P/S Plan-4$83,946$39,523$9,881iApproximate average salary by contribution assumption: employee only about $247,019 at 4% or $164,679 at 6%; with 50% employer match about $164,679 at 4% or $109,786 at 6%; with 100% employer match about $123,509 at 4% or $82,340 at 6%.
200914$35,197$23,736$5,934iApproximate average salary by contribution assumption: employee only about $148,350 at 4% or $98,900 at 6%; with 50% employer match about $98,900 at 4% or $65,933 at 6%; with 100% employer match about $74,175 at 4% or $49,450 at 6%.
Stiefel Associates Inc. 401(K) P/S Plan-4$35,197$23,736$5,934iApproximate average salary by contribution assumption: employee only about $148,350 at 4% or $98,900 at 6%; with 50% employer match about $98,900 at 4% or $65,933 at 6%; with 100% employer match about $74,175 at 4% or $49,450 at 6%.
200814$5,969$6,874$1,719iApproximate average salary by contribution assumption: employee only about $42,963 at 4% or $28,642 at 6%; with 50% employer match about $28,642 at 4% or $19,094 at 6%; with 100% employer match about $21,481 at 4% or $14,321 at 6%.
Stiefel Associates Inc. 401(K) P/S Plan-4$5,969$6,874$1,719iApproximate average salary by contribution assumption: employee only about $42,963 at 4% or $28,642 at 6%; with 50% employer match about $28,642 at 4% or $19,094 at 6%; with 100% employer match about $21,481 at 4% or $14,321 at 6%.