Civic Intelligence

Stephenson & Co. PC.

Plan context: Stephenson & Co PC 401K Pr Sh Plan

EIN 38-3372824 • East Tawas, MI • 30 filings • 6 plans

325 Newman StPO Box 592East Tawas, MI 48730
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$12,042,621

2024 Contributions

$499,522

Historical Graphs

Total Assets Over Time

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

$12,078,278$6,039,139$0199920122024YearValue
$12,042,621Latest year 2024

Participants Over Time

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

32160199920122024YearValue
32Latest 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
2024132$12,042,621$499,522$15,610iApproximate average salary by contribution assumption: employee only about $390,252 at 4% or $260,168 at 6%; with 50% employer match about $260,168 at 4% or $173,445 at 6%; with 100% employer match about $195,126 at 4% or $130,084 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-32$12,042,621$499,522$15,610iApproximate average salary by contribution assumption: employee only about $390,252 at 4% or $260,168 at 6%; with 50% employer match about $260,168 at 4% or $173,445 at 6%; with 100% employer match about $195,126 at 4% or $130,084 at 6%.
2023129$10,241,816$504,317$17,390iApproximate average salary by contribution assumption: employee only about $434,756 at 4% or $289,837 at 6%; with 50% employer match about $289,837 at 4% or $193,225 at 6%; with 100% employer match about $217,378 at 4% or $144,919 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-29$10,241,816$504,317$17,390iApproximate average salary by contribution assumption: employee only about $434,756 at 4% or $289,837 at 6%; with 50% employer match about $289,837 at 4% or $193,225 at 6%; with 100% employer match about $217,378 at 4% or $144,919 at 6%.
2022128$8,643,386$479,630$17,130iApproximate average salary by contribution assumption: employee only about $428,241 at 4% or $285,494 at 6%; with 50% employer match about $285,494 at 4% or $190,329 at 6%; with 100% employer match about $214,121 at 4% or $142,747 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-28$8,643,386$479,630$17,130iApproximate average salary by contribution assumption: employee only about $428,241 at 4% or $285,494 at 6%; with 50% employer match about $285,494 at 4% or $190,329 at 6%; with 100% employer match about $214,121 at 4% or $142,747 at 6%.
2021128$10,870,779$489,307$17,475iApproximate average salary by contribution assumption: employee only about $436,881 at 4% or $291,254 at 6%; with 50% employer match about $291,254 at 4% or $194,169 at 6%; with 100% employer match about $218,441 at 4% or $145,627 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-28$10,870,779$489,307$17,475iApproximate average salary by contribution assumption: employee only about $436,881 at 4% or $291,254 at 6%; with 50% employer match about $291,254 at 4% or $194,169 at 6%; with 100% employer match about $218,441 at 4% or $145,627 at 6%.
2020128$9,258,954$459,346$16,405iApproximate average salary by contribution assumption: employee only about $410,130 at 4% or $273,420 at 6%; with 50% employer match about $273,420 at 4% or $182,280 at 6%; with 100% employer match about $205,065 at 4% or $136,710 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-28$9,258,954$459,346$16,405iApproximate average salary by contribution assumption: employee only about $410,130 at 4% or $273,420 at 6%; with 50% employer match about $273,420 at 4% or $182,280 at 6%; with 100% employer match about $205,065 at 4% or $136,710 at 6%.
2019126$7,710,565$414,892$15,957iApproximate average salary by contribution assumption: employee only about $398,935 at 4% or $265,956 at 6%; with 50% employer match about $265,956 at 4% or $177,304 at 6%; with 100% employer match about $199,467 at 4% or $132,978 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-26$7,710,565$414,892$15,957iApproximate average salary by contribution assumption: employee only about $398,935 at 4% or $265,956 at 6%; with 50% employer match about $265,956 at 4% or $177,304 at 6%; with 100% employer match about $199,467 at 4% or $132,978 at 6%.
2018127$6,126,505$403,504$14,945iApproximate average salary by contribution assumption: employee only about $373,615 at 4% or $249,077 at 6%; with 50% employer match about $249,077 at 4% or $166,051 at 6%; with 100% employer match about $186,807 at 4% or $124,538 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-27$6,126,505$403,504$14,945iApproximate average salary by contribution assumption: employee only about $373,615 at 4% or $249,077 at 6%; with 50% employer match about $249,077 at 4% or $166,051 at 6%; with 100% employer match about $186,807 at 4% or $124,538 at 6%.
2017222$12,078,278$704,303$32,014iApproximate average salary by contribution assumption: employee only about $800,344 at 4% or $533,563 at 6%; with 50% employer match about $533,563 at 4% or $355,709 at 6%; with 100% employer match about $400,172 at 4% or $266,781 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-22$6,039,869$352,882$16,040iApproximate average salary by contribution assumption: employee only about $401,002 at 4% or $267,335 at 6%; with 50% employer match about $267,335 at 4% or $178,223 at 6%; with 100% employer match about $200,501 at 4% or $133,667 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-22$6,038,409$351,421$15,974iApproximate average salary by contribution assumption: employee only about $399,342 at 4% or $266,228 at 6%; with 50% employer match about $266,228 at 4% or $177,485 at 6%; with 100% employer match about $199,671 at 4% or $133,114 at 6%.
2016126$7,933,520$458,414$17,631iApproximate average salary by contribution assumption: employee only about $440,783 at 4% or $293,855 at 6%; with 50% employer match about $293,855 at 4% or $195,903 at 6%; with 100% employer match about $220,391 at 4% or $146,928 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-26$7,933,520$458,414$17,631iApproximate average salary by contribution assumption: employee only about $440,783 at 4% or $293,855 at 6%; with 50% employer match about $293,855 at 4% or $195,903 at 6%; with 100% employer match about $220,391 at 4% or $146,928 at 6%.
2015124$7,105,363$459,589$19,150iApproximate average salary by contribution assumption: employee only about $478,739 at 4% or $319,159 at 6%; with 50% employer match about $319,159 at 4% or $212,773 at 6%; with 100% employer match about $239,369 at 4% or $159,580 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-24$7,105,363$459,589$19,150iApproximate average salary by contribution assumption: employee only about $478,739 at 4% or $319,159 at 6%; with 50% employer match about $319,159 at 4% or $212,773 at 6%; with 100% employer match about $239,369 at 4% or $159,580 at 6%.
2014123$6,675,203$419,820$18,253iApproximate average salary by contribution assumption: employee only about $456,326 at 4% or $304,217 at 6%; with 50% employer match about $304,217 at 4% or $202,812 at 6%; with 100% employer match about $228,163 at 4% or $152,109 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-23$6,675,203$419,820$18,253iApproximate average salary by contribution assumption: employee only about $456,326 at 4% or $304,217 at 6%; with 50% employer match about $304,217 at 4% or $202,812 at 6%; with 100% employer match about $228,163 at 4% or $152,109 at 6%.
2013126$5,957,751$387,061$14,887iApproximate average salary by contribution assumption: employee only about $372,174 at 4% or $248,116 at 6%; with 50% employer match about $248,116 at 4% or $165,411 at 6%; with 100% employer match about $186,087 at 4% or $124,058 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-26$5,957,751$387,061$14,887iApproximate average salary by contribution assumption: employee only about $372,174 at 4% or $248,116 at 6%; with 50% employer match about $248,116 at 4% or $165,411 at 6%; with 100% employer match about $186,087 at 4% or $124,058 at 6%.
2012124$4,827,984$353,628$14,735iApproximate average salary by contribution assumption: employee only about $368,363 at 4% or $245,575 at 6%; with 50% employer match about $245,575 at 4% or $163,717 at 6%; with 100% employer match about $184,181 at 4% or $122,788 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-24$4,827,984$353,628$14,735iApproximate average salary by contribution assumption: employee only about $368,363 at 4% or $245,575 at 6%; with 50% employer match about $245,575 at 4% or $163,717 at 6%; with 100% employer match about $184,181 at 4% or $122,788 at 6%.
2011125$4,122,992$331,484$13,259iApproximate average salary by contribution assumption: employee only about $331,484 at 4% or $220,989 at 6%; with 50% employer match about $220,989 at 4% or $147,326 at 6%; with 100% employer match about $165,742 at 4% or $110,495 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-25$4,122,992$331,484$13,259iApproximate average salary by contribution assumption: employee only about $331,484 at 4% or $220,989 at 6%; with 50% employer match about $220,989 at 4% or $147,326 at 6%; with 100% employer match about $165,742 at 4% or $110,495 at 6%.
2010124$4,079,992$319,429$13,310iApproximate average salary by contribution assumption: employee only about $332,739 at 4% or $221,826 at 6%; with 50% employer match about $221,826 at 4% or $147,884 at 6%; with 100% employer match about $166,369 at 4% or $110,913 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-24$4,079,992$319,429$13,310iApproximate average salary by contribution assumption: employee only about $332,739 at 4% or $221,826 at 6%; with 50% employer match about $221,826 at 4% or $147,884 at 6%; with 100% employer match about $166,369 at 4% or $110,913 at 6%.
2009124$3,372,802$331,286$13,804iApproximate average salary by contribution assumption: employee only about $345,090 at 4% or $230,060 at 6%; with 50% employer match about $230,060 at 4% or $153,373 at 6%; with 100% employer match about $172,545 at 4% or $115,030 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-24$3,372,802$331,286$13,804iApproximate average salary by contribution assumption: employee only about $345,090 at 4% or $230,060 at 6%; with 50% employer match about $230,060 at 4% or $153,373 at 6%; with 100% employer match about $172,545 at 4% or $115,030 at 6%.
2008119$2,368,731$275,278$14,488iApproximate average salary by contribution assumption: employee only about $362,208 at 4% or $241,472 at 6%; with 50% employer match about $241,472 at 4% or $160,981 at 6%; with 100% employer match about $181,104 at 4% or $120,736 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-19$2,368,731$275,278$14,488iApproximate average salary by contribution assumption: employee only about $362,208 at 4% or $241,472 at 6%; with 50% employer match about $241,472 at 4% or $160,981 at 6%; with 100% employer match about $181,104 at 4% or $120,736 at 6%.
2007120$3,482,860$292,898$14,645iApproximate average salary by contribution assumption: employee only about $366,123 at 4% or $244,082 at 6%; with 50% employer match about $244,082 at 4% or $162,721 at 6%; with 100% employer match about $183,061 at 4% or $122,041 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-20$3,482,860$292,898$14,645iApproximate average salary by contribution assumption: employee only about $366,123 at 4% or $244,082 at 6%; with 50% employer match about $244,082 at 4% or $162,721 at 6%; with 100% employer match about $183,061 at 4% or $122,041 at 6%.
2006120$2,799,230$297,644$14,882iApproximate average salary by contribution assumption: employee only about $372,055 at 4% or $248,037 at 6%; with 50% employer match about $248,037 at 4% or $165,358 at 6%; with 100% employer match about $186,028 at 4% or $124,018 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-20$2,799,230$297,644$14,882iApproximate average salary by contribution assumption: employee only about $372,055 at 4% or $248,037 at 6%; with 50% employer match about $248,037 at 4% or $165,358 at 6%; with 100% employer match about $186,028 at 4% or $124,018 at 6%.
2005119$2,157,677$262,441$13,813iApproximate average salary by contribution assumption: employee only about $345,317 at 4% or $230,211 at 6%; with 50% employer match about $230,211 at 4% or $153,474 at 6%; with 100% employer match about $172,659 at 4% or $115,106 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-19$2,157,677$262,441$13,813iApproximate average salary by contribution assumption: employee only about $345,317 at 4% or $230,211 at 6%; with 50% employer match about $230,211 at 4% or $153,474 at 6%; with 100% employer match about $172,659 at 4% or $115,106 at 6%.
2004118$1,768,735$243,565$13,531iApproximate average salary by contribution assumption: employee only about $338,285 at 4% or $225,523 at 6%; with 50% employer match about $225,523 at 4% or $150,349 at 6%; with 100% employer match about $169,142 at 4% or $112,762 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-18$1,768,735$243,565$13,531iApproximate average salary by contribution assumption: employee only about $338,285 at 4% or $225,523 at 6%; with 50% employer match about $225,523 at 4% or $150,349 at 6%; with 100% employer match about $169,142 at 4% or $112,762 at 6%.
2003120$1,373,918$257,287$12,864iApproximate average salary by contribution assumption: employee only about $321,609 at 4% or $214,406 at 6%; with 50% employer match about $214,406 at 4% or $142,937 at 6%; with 100% employer match about $160,804 at 4% or $107,203 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-20$1,373,918$257,287$12,864iApproximate average salary by contribution assumption: employee only about $321,609 at 4% or $214,406 at 6%; with 50% employer match about $214,406 at 4% or $142,937 at 6%; with 100% employer match about $160,804 at 4% or $107,203 at 6%.
2002220$1,140,784$431,052$21,553iApproximate average salary by contribution assumption: employee only about $538,815 at 4% or $359,210 at 6%; with 50% employer match about $359,210 at 4% or $239,473 at 6%; with 100% employer match about $269,408 at 4% or $179,605 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-19$809,812$336,795$17,726iApproximate average salary by contribution assumption: employee only about $443,151 at 4% or $295,434 at 6%; with 50% employer match about $295,434 at 4% or $196,956 at 6%; with 100% employer match about $221,576 at 4% or $147,717 at 6%.
Stephenson, Gracik & Co. PC. Employees Profit Sharing Plan-20$330,972$94,257$4,713iApproximate average salary by contribution assumption: employee only about $117,821 at 4% or $78,548 at 6%; with 50% employer match about $78,548 at 4% or $52,365 at 6%; with 100% employer match about $58,911 at 4% or $39,274 at 6%.
2001215$0$0-
Stephenson & Co PC 401K Pr Sh Plan-15---
Stephenson, Gracik & Co. PC. Employees Profit Sharing Plan-15---
200010$217,756$82,112-
Stephenson, Gracik & Co. PC. Employees Profit Sharing Plan-0$217,756$82,112-
1999218$1,019,484$152,965$8,498iApproximate average salary by contribution assumption: employee only about $212,451 at 4% or $141,634 at 6%; with 50% employer match about $141,634 at 4% or $94,423 at 6%; with 100% employer match about $106,226 at 4% or $70,817 at 6%.
Stephenson & Co PC 401K Pr Sh Plan-17$871,357$84,447$4,967iApproximate average salary by contribution assumption: employee only about $124,187 at 4% or $82,791 at 6%; with 50% employer match about $82,791 at 4% or $55,194 at 6%; with 100% employer match about $62,093 at 4% or $41,396 at 6%.
Stephenson, Gracik & Co. PC. Employees Profit Sharing Plan-18$148,127$68,518$3,807iApproximate average salary by contribution assumption: employee only about $95,164 at 4% or $63,443 at 6%; with 50% employer match about $63,443 at 4% or $42,295 at 6%; with 100% employer match about $47,582 at 4% or $31,721 at 6%.