Civic Intelligence

Stevenson Group, S.C.

Plan context: Stevenson Group, S.C. 401K Profit Sharing Plan & Trust

EIN 39-1893197 • Milwaukee, WI • 18 filings • 8 plans

541 E. Erie Street, #516Milwaukee, WI 53202
Current Snapshot

Latest Year

2012

2012 Participants

5

2012 Assets

$961,091

2012 Contributions

$8,854

Historical Graphs

Total Assets Over Time

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

$1,156,663$578,332$0199920072011YearValue
$961,091Latest year 2011

Participants Over Time

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

530199920052011YearValue
5Latest year 2011

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
201210$0$0-
Stevenson Group, S.C. 401K Profit Sharing Plan & Trust-0$0--
201115$961,091$0-
Stevenson Group, S.C. 401K Profit Sharing Plan & Trust-5$961,091--
201015$1,037,861$0-
Stevenson Group, S.C. 401K Profit Sharing Plan & Trust-5$1,037,861--
200915$927,611$8,854$1,771iApproximate average salary by contribution assumption: employee only about $44,270 at 4% or $29,513 at 6%; with 50% employer match about $29,513 at 4% or $19,676 at 6%; with 100% employer match about $22,135 at 4% or $14,757 at 6%.
Stevenson Group, S.C. 401K Profit Sharing Plan & Trust-5$927,611$8,854$1,771iApproximate average salary by contribution assumption: employee only about $44,270 at 4% or $29,513 at 6%; with 50% employer match about $29,513 at 4% or $19,676 at 6%; with 100% employer match about $22,135 at 4% or $14,757 at 6%.
200813$736,409$41,061$13,687iApproximate average salary by contribution assumption: employee only about $342,175 at 4% or $228,117 at 6%; with 50% employer match about $228,117 at 4% or $152,078 at 6%; with 100% employer match about $171,088 at 4% or $114,058 at 6%.
Stevenson Group, S.C. 401K Profit Sharing Plan & Trust-3$736,409$41,061$13,687iApproximate average salary by contribution assumption: employee only about $342,175 at 4% or $228,117 at 6%; with 50% employer match about $228,117 at 4% or $152,078 at 6%; with 100% employer match about $171,088 at 4% or $114,058 at 6%.
200713$1,156,663$48,743$16,248iApproximate average salary by contribution assumption: employee only about $406,192 at 4% or $270,794 at 6%; with 50% employer match about $270,794 at 4% or $180,530 at 6%; with 100% employer match about $203,096 at 4% or $135,397 at 6%.
Stevenson Group, S.C. 401K Profit Sharing Plan & Trust-3$1,156,663$48,743$16,248iApproximate average salary by contribution assumption: employee only about $406,192 at 4% or $270,794 at 6%; with 50% employer match about $270,794 at 4% or $180,530 at 6%; with 100% employer match about $203,096 at 4% or $135,397 at 6%.
200613$905,735$36,989$12,330iApproximate average salary by contribution assumption: employee only about $308,242 at 4% or $205,494 at 6%; with 50% employer match about $205,494 at 4% or $136,996 at 6%; with 100% employer match about $154,121 at 4% or $102,747 at 6%.
Stevenson Group, S.C. 401K Profit Sharing Plan & Trust-3$905,735$36,989$12,330iApproximate average salary by contribution assumption: employee only about $308,242 at 4% or $205,494 at 6%; with 50% employer match about $205,494 at 4% or $136,996 at 6%; with 100% employer match about $154,121 at 4% or $102,747 at 6%.
200513$800,117$37,294$12,431iApproximate average salary by contribution assumption: employee only about $310,783 at 4% or $207,189 at 6%; with 50% employer match about $207,189 at 4% or $138,126 at 6%; with 100% employer match about $155,392 at 4% or $103,594 at 6%.
Stevenson Group, S.C. 401K Profit Sharing Plan & Trust-3$800,117$37,294$12,431iApproximate average salary by contribution assumption: employee only about $310,783 at 4% or $207,189 at 6%; with 50% employer match about $207,189 at 4% or $138,126 at 6%; with 100% employer match about $155,392 at 4% or $103,594 at 6%.
200413$723,377$35,730$11,910iApproximate average salary by contribution assumption: employee only about $297,750 at 4% or $198,500 at 6%; with 50% employer match about $198,500 at 4% or $132,333 at 6%; with 100% employer match about $148,875 at 4% or $99,250 at 6%.
Stevenson Group, S.C. 401K Profit Sharing Plan & Trust-3$723,377$35,730$11,910iApproximate average salary by contribution assumption: employee only about $297,750 at 4% or $198,500 at 6%; with 50% employer match about $198,500 at 4% or $132,333 at 6%; with 100% employer match about $148,875 at 4% or $99,250 at 6%.
200313$0$0-
Stevenson Group, S.C. 401K Profit Sharing Plan & Trust-3---
200223$438,506$14,470$4,823iApproximate average salary by contribution assumption: employee only about $120,583 at 4% or $80,389 at 6%; with 50% employer match about $80,389 at 4% or $53,593 at 6%; with 100% employer match about $60,292 at 4% or $40,194 at 6%.
Stevenson Group, S.C. 401K Profit Sharing Plan & Trust-3$438,506$14,470$4,823iApproximate average salary by contribution assumption: employee only about $120,583 at 4% or $80,389 at 6%; with 50% employer match about $80,389 at 4% or $53,593 at 6%; with 100% employer match about $60,292 at 4% or $40,194 at 6%.
Stevenson Group, S.C. Pension Plan & Trust-0---
200123$0$0-
Stevenson Group, S.C. 401K Profit Sharing Plan & Trust-3---
Stevenson Group, S.C. Pension Plan & Trust-3---
200024$0$0-
Stevenson Group, S.C. 401K Profit Sharing Plan & Trust-4---
Stevenson Group, S.C. Pension Plan & Trust-4---
199925$517,666$52,740$10,548iApproximate average salary by contribution assumption: employee only about $263,700 at 4% or $175,800 at 6%; with 50% employer match about $175,800 at 4% or $117,200 at 6%; with 100% employer match about $131,850 at 4% or $87,900 at 6%.
Stevenson Group, S.C. 401K Profit Sharing Plan & Trust-5$406,506$27,137$5,427iApproximate average salary by contribution assumption: employee only about $135,685 at 4% or $90,457 at 6%; with 50% employer match about $90,457 at 4% or $60,304 at 6%; with 100% employer match about $67,843 at 4% or $45,228 at 6%.
Stevenson Group, S.C. Pension Plan & Trust-5$111,160$25,603$5,121iApproximate average salary by contribution assumption: employee only about $128,015 at 4% or $85,343 at 6%; with 50% employer match about $85,343 at 4% or $56,896 at 6%; with 100% employer match about $64,008 at 4% or $42,672 at 6%.