Civic Intelligence

Stephens & Winton Inc.

Plan context: Stephens & Winton Inc. Profit Sharing Plan

EIN 38-3182211 • Flint, MI • 36 filings • 5 plans

5206 Gateway CentreSuite 300Flint, MI 48507
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$7,130,699

2024 Contributions

$340,998

Historical Graphs

Total Assets Over Time

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

$7,130,699$3,565,350$0199920122024YearValue
$7,130,699Latest year 2024

Participants Over Time

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

1580199920122024YearValue
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
2024214$7,130,699$340,998$24,357iApproximate average salary by contribution assumption: employee only about $608,925 at 4% or $405,950 at 6%; with 50% employer match about $405,950 at 4% or $270,633 at 6%; with 100% employer match about $304,463 at 4% or $202,975 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-13$5,163,840$290,999$22,385iApproximate average salary by contribution assumption: employee only about $559,613 at 4% or $373,076 at 6%; with 50% employer match about $373,076 at 4% or $248,717 at 6%; with 100% employer match about $279,807 at 4% or $186,538 at 6%.
Stephens Wealth Management Group Inc. Cash Balance Plan-14$1,966,859$49,999$3,571iApproximate average salary by contribution assumption: employee only about $89,284 at 4% or $59,523 at 6%; with 50% employer match about $59,523 at 4% or $39,682 at 6%; with 100% employer match about $44,642 at 4% or $29,761 at 6%.
2023215$6,058,029$481,135$32,076iApproximate average salary by contribution assumption: employee only about $801,892 at 4% or $534,594 at 6%; with 50% employer match about $534,594 at 4% or $356,396 at 6%; with 100% employer match about $400,946 at 4% or $267,297 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-14$4,283,179$286,135$20,438iApproximate average salary by contribution assumption: employee only about $510,955 at 4% or $340,637 at 6%; with 50% employer match about $340,637 at 4% or $227,091 at 6%; with 100% employer match about $255,478 at 4% or $170,318 at 6%.
Stephens Wealth Management Group Inc. Cash Balance Plan-15$1,774,850$195,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
2022214$5,021,658$466,806$33,343iApproximate average salary by contribution assumption: employee only about $833,582 at 4% or $555,721 at 6%; with 50% employer match about $555,721 at 4% or $370,481 at 6%; with 100% employer match about $416,791 at 4% or $277,861 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-14$3,593,840$272,061$19,433iApproximate average salary by contribution assumption: employee only about $485,823 at 4% or $323,882 at 6%; with 50% employer match about $323,882 at 4% or $215,921 at 6%; with 100% employer match about $242,912 at 4% or $161,941 at 6%.
Stephens Wealth Management Group Inc. Cash Balance Plan-14$1,427,818$194,745$13,910iApproximate average salary by contribution assumption: employee only about $347,759 at 4% or $231,839 at 6%; with 50% employer match about $231,839 at 4% or $154,560 at 6%; with 100% employer match about $173,879 at 4% or $115,920 at 6%.
2021213$5,456,174$334,292$25,715iApproximate average salary by contribution assumption: employee only about $642,869 at 4% or $428,579 at 6%; with 50% employer match about $428,579 at 4% or $285,720 at 6%; with 100% employer match about $321,435 at 4% or $214,290 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-13$4,048,457$174,292$13,407iApproximate average salary by contribution assumption: employee only about $335,177 at 4% or $223,451 at 6%; with 50% employer match about $223,451 at 4% or $148,968 at 6%; with 100% employer match about $167,588 at 4% or $111,726 at 6%.
Stephens Wealth Management Group Inc. Cash Balance Plan-13$1,407,717$160,000$12,308iApproximate average salary by contribution assumption: employee only about $307,692 at 4% or $205,128 at 6%; with 50% employer match about $205,128 at 4% or $136,752 at 6%; with 100% employer match about $153,846 at 4% or $102,564 at 6%.
2020213$4,618,612$312,741$24,057iApproximate average salary by contribution assumption: employee only about $601,425 at 4% or $400,950 at 6%; with 50% employer match about $400,950 at 4% or $267,300 at 6%; with 100% employer match about $300,713 at 4% or $200,475 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-13$3,484,912$151,095$11,623iApproximate average salary by contribution assumption: employee only about $290,567 at 4% or $193,712 at 6%; with 50% employer match about $193,712 at 4% or $129,141 at 6%; with 100% employer match about $145,284 at 4% or $96,856 at 6%.
Stephens Wealth Management Group Inc. Cash Balance Plan-12$1,133,700$161,646$13,471iApproximate average salary by contribution assumption: employee only about $336,763 at 4% or $224,508 at 6%; with 50% employer match about $224,508 at 4% or $149,672 at 6%; with 100% employer match about $168,381 at 4% or $112,254 at 6%.
2019213$4,253,429$362,842$27,911iApproximate average salary by contribution assumption: employee only about $697,773 at 4% or $465,182 at 6%; with 50% employer match about $465,182 at 4% or $310,121 at 6%; with 100% employer match about $348,887 at 4% or $232,591 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-13$3,372,777$205,193$15,784iApproximate average salary by contribution assumption: employee only about $394,602 at 4% or $263,068 at 6%; with 50% employer match about $263,068 at 4% or $175,379 at 6%; with 100% employer match about $197,301 at 4% or $131,534 at 6%.
Stephens Wealth Management Group Inc. Cash Balance Plan-13$880,652$157,649$12,127iApproximate average salary by contribution assumption: employee only about $303,171 at 4% or $202,114 at 6%; with 50% employer match about $202,114 at 4% or $134,743 at 6%; with 100% employer match about $151,586 at 4% or $101,057 at 6%.
2018212$3,256,008$319,900$26,658iApproximate average salary by contribution assumption: employee only about $666,458 at 4% or $444,306 at 6%; with 50% employer match about $444,306 at 4% or $296,204 at 6%; with 100% employer match about $333,229 at 4% or $222,153 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-12$2,618,171$135,930$11,328iApproximate average salary by contribution assumption: employee only about $283,188 at 4% or $188,792 at 6%; with 50% employer match about $188,792 at 4% or $125,861 at 6%; with 100% employer match about $141,594 at 4% or $94,396 at 6%.
Stephens Wealth Management Group Inc. Cash Balance Plan-0$637,837$183,970-
2017213$3,211,271$270,190$20,784iApproximate average salary by contribution assumption: employee only about $519,596 at 4% or $346,397 at 6%; with 50% employer match about $346,397 at 4% or $230,932 at 6%; with 100% employer match about $259,798 at 4% or $173,199 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-12$2,732,550$136,190$11,349iApproximate average salary by contribution assumption: employee only about $283,729 at 4% or $189,153 at 6%; with 50% employer match about $189,153 at 4% or $126,102 at 6%; with 100% employer match about $141,865 at 4% or $94,576 at 6%.
Stephens Wealth Management Group Inc. Cash Balance Plan-13$478,721$134,000$10,308iApproximate average salary by contribution assumption: employee only about $257,692 at 4% or $171,795 at 6%; with 50% employer match about $171,795 at 4% or $114,530 at 6%; with 100% employer match about $128,846 at 4% or $85,897 at 6%.
2016211$2,495,441$322,546$29,322iApproximate average salary by contribution assumption: employee only about $733,059 at 4% or $488,706 at 6%; with 50% employer match about $488,706 at 4% or $325,804 at 6%; with 100% employer match about $366,530 at 4% or $244,353 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-11$2,179,545$151,546$13,777iApproximate average salary by contribution assumption: employee only about $344,423 at 4% or $229,615 at 6%; with 50% employer match about $229,615 at 4% or $153,077 at 6%; with 100% employer match about $172,211 at 4% or $114,808 at 6%.
Stephens Wealth Management Group Inc. Cash Balance Plan-10$315,896$171,000$17,100iApproximate average salary by contribution assumption: employee only about $427,500 at 4% or $285,000 at 6%; with 50% employer match about $285,000 at 4% or $190,000 at 6%; with 100% employer match about $213,750 at 4% or $142,500 at 6%.
2015210$2,007,010$285,394$28,539iApproximate average salary by contribution assumption: employee only about $713,485 at 4% or $475,657 at 6%; with 50% employer match about $475,657 at 4% or $317,104 at 6%; with 100% employer match about $356,743 at 4% or $237,828 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-10$1,862,760$141,144$14,114iApproximate average salary by contribution assumption: employee only about $352,860 at 4% or $235,240 at 6%; with 50% employer match about $235,240 at 4% or $156,827 at 6%; with 100% employer match about $176,430 at 4% or $117,620 at 6%.
Stephens Wealth Management Group Inc. Cash Balance Plan-9$144,250$144,250$16,028iApproximate average salary by contribution assumption: employee only about $400,694 at 4% or $267,130 at 6%; with 50% employer match about $267,130 at 4% or $178,086 at 6%; with 100% employer match about $200,347 at 4% or $133,565 at 6%.
2014111$1,763,484$108,443$9,858iApproximate average salary by contribution assumption: employee only about $246,461 at 4% or $164,308 at 6%; with 50% employer match about $164,308 at 4% or $109,538 at 6%; with 100% employer match about $123,231 at 4% or $82,154 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-11$1,763,484$108,443$9,858iApproximate average salary by contribution assumption: employee only about $246,461 at 4% or $164,308 at 6%; with 50% employer match about $164,308 at 4% or $109,538 at 6%; with 100% employer match about $123,231 at 4% or $82,154 at 6%.
2013113$1,664,663$110,291$8,484iApproximate average salary by contribution assumption: employee only about $212,098 at 4% or $141,399 at 6%; with 50% employer match about $141,399 at 4% or $94,266 at 6%; with 100% employer match about $106,049 at 4% or $70,699 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-13$1,664,663$110,291$8,484iApproximate average salary by contribution assumption: employee only about $212,098 at 4% or $141,399 at 6%; with 50% employer match about $141,399 at 4% or $94,266 at 6%; with 100% employer match about $106,049 at 4% or $70,699 at 6%.
201219$1,366,502$102,235$11,359iApproximate average salary by contribution assumption: employee only about $283,986 at 4% or $189,324 at 6%; with 50% employer match about $189,324 at 4% or $126,216 at 6%; with 100% employer match about $141,993 at 4% or $94,662 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-9$1,366,502$102,235$11,359iApproximate average salary by contribution assumption: employee only about $283,986 at 4% or $189,324 at 6%; with 50% employer match about $189,324 at 4% or $126,216 at 6%; with 100% employer match about $141,993 at 4% or $94,662 at 6%.
201119$1,120,823$76,292$8,477iApproximate average salary by contribution assumption: employee only about $211,922 at 4% or $141,281 at 6%; with 50% employer match about $141,281 at 4% or $94,188 at 6%; with 100% employer match about $105,961 at 4% or $70,641 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-9$1,120,823$76,292$8,477iApproximate average salary by contribution assumption: employee only about $211,922 at 4% or $141,281 at 6%; with 50% employer match about $141,281 at 4% or $94,188 at 6%; with 100% employer match about $105,961 at 4% or $70,641 at 6%.
2010111$1,126,603$85,224$7,748iApproximate average salary by contribution assumption: employee only about $193,691 at 4% or $129,127 at 6%; with 50% employer match about $129,127 at 4% or $86,085 at 6%; with 100% employer match about $96,845 at 4% or $64,564 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-11$1,126,603$85,224$7,748iApproximate average salary by contribution assumption: employee only about $193,691 at 4% or $129,127 at 6%; with 50% employer match about $129,127 at 4% or $86,085 at 6%; with 100% employer match about $96,845 at 4% or $64,564 at 6%.
200918$909,026$69,124$8,641iApproximate average salary by contribution assumption: employee only about $216,013 at 4% or $144,008 at 6%; with 50% employer match about $144,008 at 4% or $96,006 at 6%; with 100% employer match about $108,006 at 4% or $72,004 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-8$909,026$69,124$8,641iApproximate average salary by contribution assumption: employee only about $216,013 at 4% or $144,008 at 6%; with 50% employer match about $144,008 at 4% or $96,006 at 6%; with 100% employer match about $108,006 at 4% or $72,004 at 6%.
200817$709,356$64,920$9,274iApproximate average salary by contribution assumption: employee only about $231,857 at 4% or $154,571 at 6%; with 50% employer match about $154,571 at 4% or $103,048 at 6%; with 100% employer match about $115,929 at 4% or $77,286 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-7$709,356$64,920$9,274iApproximate average salary by contribution assumption: employee only about $231,857 at 4% or $154,571 at 6%; with 50% employer match about $154,571 at 4% or $103,048 at 6%; with 100% employer match about $115,929 at 4% or $77,286 at 6%.
200716$972,995$66,768$11,128iApproximate average salary by contribution assumption: employee only about $278,200 at 4% or $185,467 at 6%; with 50% employer match about $185,467 at 4% or $123,644 at 6%; with 100% employer match about $139,100 at 4% or $92,733 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-6$972,995$66,768$11,128iApproximate average salary by contribution assumption: employee only about $278,200 at 4% or $185,467 at 6%; with 50% employer match about $185,467 at 4% or $123,644 at 6%; with 100% employer match about $139,100 at 4% or $92,733 at 6%.
200614$919,627$51,948$12,987iApproximate average salary by contribution assumption: employee only about $324,675 at 4% or $216,450 at 6%; with 50% employer match about $216,450 at 4% or $144,300 at 6%; with 100% employer match about $162,338 at 4% or $108,225 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-4$919,627$51,948$12,987iApproximate average salary by contribution assumption: employee only about $324,675 at 4% or $216,450 at 6%; with 50% employer match about $216,450 at 4% or $144,300 at 6%; with 100% employer match about $162,338 at 4% or $108,225 at 6%.
200515$779,323$60,937$12,187iApproximate average salary by contribution assumption: employee only about $304,685 at 4% or $203,123 at 6%; with 50% employer match about $203,123 at 4% or $135,416 at 6%; with 100% employer match about $152,343 at 4% or $101,562 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-5$779,323$60,937$12,187iApproximate average salary by contribution assumption: employee only about $304,685 at 4% or $203,123 at 6%; with 50% employer match about $203,123 at 4% or $135,416 at 6%; with 100% employer match about $152,343 at 4% or $101,562 at 6%.
200416$648,924$68,164$11,361iApproximate average salary by contribution assumption: employee only about $284,017 at 4% or $189,344 at 6%; with 50% employer match about $189,344 at 4% or $126,230 at 6%; with 100% employer match about $142,008 at 4% or $94,672 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-6$648,924$68,164$11,361iApproximate average salary by contribution assumption: employee only about $284,017 at 4% or $189,344 at 6%; with 50% employer match about $189,344 at 4% or $126,230 at 6%; with 100% employer match about $142,008 at 4% or $94,672 at 6%.
200318$510,941$59,247$7,406iApproximate average salary by contribution assumption: employee only about $185,147 at 4% or $123,431 at 6%; with 50% employer match about $123,431 at 4% or $82,288 at 6%; with 100% employer match about $92,573 at 4% or $61,716 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-8$510,941$59,247$7,406iApproximate average salary by contribution assumption: employee only about $185,147 at 4% or $123,431 at 6%; with 50% employer match about $123,431 at 4% or $82,288 at 6%; with 100% employer match about $92,573 at 4% or $61,716 at 6%.
200217$381,286$61,779$8,826iApproximate average salary by contribution assumption: employee only about $220,639 at 4% or $147,093 at 6%; with 50% employer match about $147,093 at 4% or $98,062 at 6%; with 100% employer match about $110,320 at 4% or $73,546 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-7$381,286$61,779$8,826iApproximate average salary by contribution assumption: employee only about $220,639 at 4% or $147,093 at 6%; with 50% employer match about $147,093 at 4% or $98,062 at 6%; with 100% employer match about $110,320 at 4% or $73,546 at 6%.
200116$374,816$29,530$4,922iApproximate average salary by contribution assumption: employee only about $123,042 at 4% or $82,028 at 6%; with 50% employer match about $82,028 at 4% or $54,685 at 6%; with 100% employer match about $61,521 at 4% or $41,014 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-6$374,816$29,530$4,922iApproximate average salary by contribution assumption: employee only about $123,042 at 4% or $82,028 at 6%; with 50% employer match about $82,028 at 4% or $54,685 at 6%; with 100% employer match about $61,521 at 4% or $41,014 at 6%.
200017$0$0-
Stephens & Winton Inc. Profit Sharing Plan-7---
199915$286,829$45,576$9,115iApproximate average salary by contribution assumption: employee only about $227,880 at 4% or $151,920 at 6%; with 50% employer match about $151,920 at 4% or $101,280 at 6%; with 100% employer match about $113,940 at 4% or $75,960 at 6%.
Stephens & Winton Inc. Profit Sharing Plan-5$286,829$45,576$9,115iApproximate average salary by contribution assumption: employee only about $227,880 at 4% or $151,920 at 6%; with 50% employer match about $151,920 at 4% or $101,280 at 6%; with 100% employer match about $113,940 at 4% or $75,960 at 6%.