Civic Intelligence

Stoudt Advisors

Plan context: Stoudt Advisors 401K Plan

EIN 41-2115995 • Lancaster, PA • 8 filings • 2 plans

280 Granite Run Drive, Suite 250Lancaster, PA 17601
Current Snapshot

Latest Year

2014

2014 Participants

14

2014 Assets

$3,077,016

2014 Contributions

$88,450

Historical Graphs

Total Assets Over Time

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

$3,579,339$1,789,670$0200720102013YearValue
$3,077,016Latest year 2013

Participants Over Time

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

19100200720102013YearValue
14Latest year 2013

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
201410$0$88,450-
Stoudt Advisors 401K Plan-0$0$88,450-
2013114$3,077,016$160,415$11,458iApproximate average salary by contribution assumption: employee only about $286,455 at 4% or $190,970 at 6%; with 50% employer match about $190,970 at 4% or $127,313 at 6%; with 100% employer match about $143,228 at 4% or $95,485 at 6%.
Stoudt Advisors 401K Plan-14$3,077,016$160,415$11,458iApproximate average salary by contribution assumption: employee only about $286,455 at 4% or $190,970 at 6%; with 50% employer match about $190,970 at 4% or $127,313 at 6%; with 100% employer match about $143,228 at 4% or $95,485 at 6%.
2012117$3,579,339$167,940$9,879iApproximate average salary by contribution assumption: employee only about $246,971 at 4% or $164,647 at 6%; with 50% employer match about $164,647 at 4% or $109,765 at 6%; with 100% employer match about $123,485 at 4% or $82,324 at 6%.
Stoudt Advisors 401K Plan-17$3,579,339$167,940$9,879iApproximate average salary by contribution assumption: employee only about $246,971 at 4% or $164,647 at 6%; with 50% employer match about $164,647 at 4% or $109,765 at 6%; with 100% employer match about $123,485 at 4% or $82,324 at 6%.
2011118$3,141,320$189,397$10,522iApproximate average salary by contribution assumption: employee only about $263,051 at 4% or $175,368 at 6%; with 50% employer match about $175,368 at 4% or $116,912 at 6%; with 100% employer match about $131,526 at 4% or $87,684 at 6%.
Stoudt Advisors 401K Plan-18$3,141,320$189,397$10,522iApproximate average salary by contribution assumption: employee only about $263,051 at 4% or $175,368 at 6%; with 50% employer match about $175,368 at 4% or $116,912 at 6%; with 100% employer match about $131,526 at 4% or $87,684 at 6%.
2010118$3,319,429$243,114$13,506iApproximate average salary by contribution assumption: employee only about $337,658 at 4% or $225,106 at 6%; with 50% employer match about $225,106 at 4% or $150,070 at 6%; with 100% employer match about $168,829 at 4% or $112,553 at 6%.
Stoudt Advisors 401K Plan-18$3,319,429$243,114$13,506iApproximate average salary by contribution assumption: employee only about $337,658 at 4% or $225,106 at 6%; with 50% employer match about $225,106 at 4% or $150,070 at 6%; with 100% employer match about $168,829 at 4% or $112,553 at 6%.
2009118$2,731,578$193,965$10,776iApproximate average salary by contribution assumption: employee only about $269,396 at 4% or $179,597 at 6%; with 50% employer match about $179,597 at 4% or $119,731 at 6%; with 100% employer match about $134,698 at 4% or $89,799 at 6%.
Stoudt Advisors 401K Plan-18$2,731,578$193,965$10,776iApproximate average salary by contribution assumption: employee only about $269,396 at 4% or $179,597 at 6%; with 50% employer match about $179,597 at 4% or $119,731 at 6%; with 100% employer match about $134,698 at 4% or $89,799 at 6%.
2008117$2,108,980$223,085$13,123iApproximate average salary by contribution assumption: employee only about $328,066 at 4% or $218,711 at 6%; with 50% employer match about $218,711 at 4% or $145,807 at 6%; with 100% employer match about $164,033 at 4% or $109,355 at 6%.
Stoudt Advisors 401K Plan-17$2,108,980$223,085$13,123iApproximate average salary by contribution assumption: employee only about $328,066 at 4% or $218,711 at 6%; with 50% employer match about $218,711 at 4% or $145,807 at 6%; with 100% employer match about $164,033 at 4% or $109,355 at 6%.
2007119$3,193,181$3,036,517$159,817iApproximate average salary by contribution assumption: employee only about $3,995,417 at 4% or $2,663,611 at 6%; with 50% employer match about $2,663,611 at 4% or $1,775,741 at 6%; with 100% employer match about $1,997,709 at 4% or $1,331,806 at 6%.
Stoudt Advisors 401K Plan-19$3,193,181$3,036,517$159,817iApproximate average salary by contribution assumption: employee only about $3,995,417 at 4% or $2,663,611 at 6%; with 50% employer match about $2,663,611 at 4% or $1,775,741 at 6%; with 100% employer match about $1,997,709 at 4% or $1,331,806 at 6%.