James E. Stephan Brokerage
Plan context: JAMES E. STEPHAN BROKERAGE 401K PROFIT SHARING PLAN
EIN 41-1920189 • Rochester, MN • 7 filings • 3 plans
Current Snapshot
Latest Year
2010
2010 Participants
2
2010 Assets
$383,149
2010 Contributions
$4,071
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2010 | 2 | 0 | $0 | $4,071 | - |
| James E. Stephan Brokerage Defined Benefit Pension Plan | - | 0 | $0 | $0 | - |
| JAMES E. STEPHAN BROKERAGE 401K PROFIT SHARING PLAN | - | 0 | $0 | $4,071 | - |
| 2009 | 3 | 2 | $383,149 | $8,016 | $4,008iApproximate average salary by contribution assumption: employee only about $100,200 at 4% or $66,800 at 6%; with 50% employer match about $66,800 at 4% or $44,533 at 6%; with 100% employer match about $50,100 at 4% or $33,400 at 6%. |
| James E. Stephan Brokerage Defined Benefit Pension Plan | - | 2 | $210,098 | $0 | - |
| JAMES E. STEPHAN BROKERAGE 401K PROFIT SHARING PLAN | - | 2 | $173,051 | $8,016 | $4,008iApproximate average salary by contribution assumption: employee only about $100,200 at 4% or $66,800 at 6%; with 50% employer match about $66,800 at 4% or $44,533 at 6%; with 100% employer match about $50,100 at 4% or $33,400 at 6%. |
| James E. Stephan Brokerage Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2008 | 2 | 2 | $153,232 | $14,000 | $7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%. |
| James E. Stephan Brokerage Defined Benefit Pension Plan | - | 2 | $153,232 | $14,000 | $7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%. |
| James E. Stephan Brokerage Profit Sharing Plan | - | 2 | - | - | - |