Mel Stevenson & Associates Inc.
Plan context: Mel Stevenson & Associates Inc. 401K Plan
EIN 43-1369879 • 76 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
691
2024 Assets
$47,581,612
2024 Contributions
$3,174,362
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 |
|---|---|---|---|---|---|
| 2024 | 3 | 691 | $47,581,612 | $3,174,362 | $4,594iApproximate average salary by contribution assumption: employee only about $114,847 at 4% or $76,564 at 6%; with 50% employer match about $76,564 at 4% or $51,043 at 6%; with 100% employer match about $57,423 at 4% or $38,282 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 431 | $47,581,612 | $3,174,362 | $7,365iApproximate average salary by contribution assumption: employee only about $184,128 at 4% or $122,752 at 6%; with 50% employer match about $122,752 at 4% or $81,835 at 6%; with 100% employer match about $92,064 at 4% or $61,376 at 6%. |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 613 | - | - | - |
| Mel Stevenson & Associates Inc. Cafeteria Plan | - | 691 | - | - | - |
| 2023 | 3 | 673 | $41,511,249 | $3,500,854 | $5,202iApproximate average salary by contribution assumption: employee only about $130,047 at 4% or $86,698 at 6%; with 50% employer match about $86,698 at 4% or $57,798 at 6%; with 100% employer match about $65,023 at 4% or $43,349 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 393 | $41,511,249 | $3,500,854 | $8,908iApproximate average salary by contribution assumption: employee only about $222,701 at 4% or $148,467 at 6%; with 50% employer match about $148,467 at 4% or $98,978 at 6%; with 100% employer match about $111,350 at 4% or $74,234 at 6%. |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 596 | - | - | - |
| Mel Stevenson & Associates Inc. Cafeteria Plan | - | 673 | - | - | - |
| 2022 | 3 | 606 | $34,447,876 | $2,995,185 | $4,943iApproximate average salary by contribution assumption: employee only about $123,564 at 4% or $82,376 at 6%; with 50% employer match about $82,376 at 4% or $54,917 at 6%; with 100% employer match about $61,782 at 4% or $41,188 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 363 | $34,447,876 | $2,995,185 | $8,251iApproximate average salary by contribution assumption: employee only about $206,280 at 4% or $137,520 at 6%; with 50% employer match about $137,520 at 4% or $91,680 at 6%; with 100% employer match about $103,140 at 4% or $68,760 at 6%. |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 579 | - | - | - |
| Mel Stevenson & Associates Inc. Cafeteria Plan | - | 606 | - | - | - |
| 2021 | 3 | 558 | $40,908,106 | $2,723,246 | $4,880iApproximate average salary by contribution assumption: employee only about $122,009 at 4% or $81,339 at 6%; with 50% employer match about $81,339 at 4% or $54,226 at 6%; with 100% employer match about $61,005 at 4% or $40,670 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 406 | $40,908,106 | $2,723,246 | $6,708iApproximate average salary by contribution assumption: employee only about $167,688 at 4% or $111,792 at 6%; with 50% employer match about $111,792 at 4% or $74,528 at 6%; with 100% employer match about $83,844 at 4% or $55,896 at 6%. |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 507 | - | - | - |
| Mel Stevenson & Associates Inc. Cafeteria Plan | - | 558 | - | - | - |
| 2020 | 3 | 590 | $35,913,468 | $2,503,738 | $4,244iApproximate average salary by contribution assumption: employee only about $106,091 at 4% or $70,727 at 6%; with 50% employer match about $70,727 at 4% or $47,151 at 6%; with 100% employer match about $53,045 at 4% or $35,364 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 435 | $35,913,468 | $2,503,738 | $5,756iApproximate average salary by contribution assumption: employee only about $143,893 at 4% or $95,929 at 6%; with 50% employer match about $95,929 at 4% or $63,952 at 6%; with 100% employer match about $71,946 at 4% or $47,964 at 6%. |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 534 | - | - | - |
| Mel Stevenson & Associates Inc. Cafeteria Plan | - | 590 | - | - | - |
| 2019 | 3 | 590 | $29,725,371 | $2,465,872 | $4,179iApproximate average salary by contribution assumption: employee only about $104,486 at 4% or $69,657 at 6%; with 50% employer match about $69,657 at 4% or $46,438 at 6%; with 100% employer match about $52,243 at 4% or $34,829 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 425 | $29,725,371 | $2,465,872 | $5,802iApproximate average salary by contribution assumption: employee only about $145,051 at 4% or $96,701 at 6%; with 50% employer match about $96,701 at 4% or $64,467 at 6%; with 100% employer match about $72,526 at 4% or $48,350 at 6%. |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 527 | - | - | - |
| Mel Stevenson & Associates Inc. Cafeteria Plan | - | 590 | - | - | - |
| 2018 | 3 | 570 | $23,698,153 | $2,420,476 | $4,246iApproximate average salary by contribution assumption: employee only about $106,161 at 4% or $70,774 at 6%; with 50% employer match about $70,774 at 4% or $47,183 at 6%; with 100% employer match about $53,081 at 4% or $35,387 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 402 | $23,698,153 | $2,420,476 | $6,021iApproximate average salary by contribution assumption: employee only about $150,527 at 4% or $100,351 at 6%; with 50% employer match about $100,351 at 4% or $66,901 at 6%; with 100% employer match about $75,264 at 4% or $50,176 at 6%. |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 478 | - | - | - |
| Mel Stevenson & Associates Inc. Cafeteria Plan | - | 570 | - | - | - |
| 2017 | 3 | 462 | $24,438,858 | $2,141,042 | $4,634iApproximate average salary by contribution assumption: employee only about $115,857 at 4% or $77,238 at 6%; with 50% employer match about $77,238 at 4% or $51,492 at 6%; with 100% employer match about $57,929 at 4% or $38,619 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 371 | $24,438,858 | $2,141,042 | $5,771iApproximate average salary by contribution assumption: employee only about $144,275 at 4% or $96,183 at 6%; with 50% employer match about $96,183 at 4% or $64,122 at 6%; with 100% employer match about $72,138 at 4% or $48,092 at 6%. |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 462 | - | - | - |
| Mel Stevenson & Associates Inc. Cafeteria Plan | - | 415 | - | - | - |
| 2016 | 3 | 448 | $20,578,643 | $1,957,340 | $4,369iApproximate average salary by contribution assumption: employee only about $109,227 at 4% or $72,818 at 6%; with 50% employer match about $72,818 at 4% or $48,545 at 6%; with 100% employer match about $54,613 at 4% or $36,409 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 352 | $20,578,643 | $1,957,340 | $5,561iApproximate average salary by contribution assumption: employee only about $139,016 at 4% or $92,677 at 6%; with 50% employer match about $92,677 at 4% or $61,785 at 6%; with 100% employer match about $69,508 at 4% or $46,339 at 6%. |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 415 | - | - | - |
| Mel Stevenson & Associates Inc. Cafeteria Plan | - | 448 | - | - | - |
| 2015 | 3 | 571 | $18,338,181 | $1,415,540 | $2,479iApproximate average salary by contribution assumption: employee only about $61,976 at 4% or $41,318 at 6%; with 50% employer match about $41,318 at 4% or $27,545 at 6%; with 100% employer match about $30,988 at 4% or $20,659 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 334 | $18,338,181 | $1,415,540 | $4,238iApproximate average salary by contribution assumption: employee only about $105,954 at 4% or $70,636 at 6%; with 50% employer match about $70,636 at 4% or $47,090 at 6%; with 100% employer match about $52,977 at 4% or $35,318 at 6%. |
| Mel Stevenson & Associates Inc. Cafeteria Plan | - | 571 | - | - | - |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 364 | - | - | - |
| 2014 | 3 | 396 | $17,972,142 | $1,300,671 | $3,285iApproximate average salary by contribution assumption: employee only about $82,113 at 4% or $54,742 at 6%; with 50% employer match about $54,742 at 4% or $36,495 at 6%; with 100% employer match about $41,057 at 4% or $27,371 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 227 | $17,972,142 | $1,300,671 | $5,730iApproximate average salary by contribution assumption: employee only about $143,246 at 4% or $95,497 at 6%; with 50% employer match about $95,497 at 4% or $63,665 at 6%; with 100% employer match about $71,623 at 4% or $47,749 at 6%. |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 336 | - | - | - |
| Mel Stevenson & Associates Inc. Cafeteria Plan | - | 396 | - | - | - |
| 2013 | 3 | 544 | $17,220,382 | $1,452,895 | $2,671iApproximate average salary by contribution assumption: employee only about $66,769 at 4% or $44,513 at 6%; with 50% employer match about $44,513 at 4% or $29,675 at 6%; with 100% employer match about $33,385 at 4% or $22,256 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 203 | $17,220,382 | $1,452,895 | $7,157iApproximate average salary by contribution assumption: employee only about $178,928 at 4% or $119,285 at 6%; with 50% employer match about $119,285 at 4% or $79,524 at 6%; with 100% employer match about $89,464 at 4% or $59,643 at 6%. |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 326 | - | - | - |
| Mel Stevenson & Associates Inc. Cafeteria Plan | - | 544 | - | - | - |
| 2012 | 3 | 364 | $14,167,744 | $1,444,025 | $3,967iApproximate average salary by contribution assumption: employee only about $99,178 at 4% or $66,118 at 6%; with 50% employer match about $66,118 at 4% or $44,079 at 6%; with 100% employer match about $49,589 at 4% or $33,059 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 202 | $14,167,744 | $1,444,025 | $7,149iApproximate average salary by contribution assumption: employee only about $178,716 at 4% or $119,144 at 6%; with 50% employer match about $119,144 at 4% or $79,429 at 6%; with 100% employer match about $89,358 at 4% or $59,572 at 6%. |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 295 | - | - | - |
| Mel Stevenson & Associates Inc. Cafeteria Plan | - | 364 | - | - | - |
| 2011 | 3 | 364 | $12,801,124 | $1,656,741 | $4,551iApproximate average salary by contribution assumption: employee only about $113,787 at 4% or $75,858 at 6%; with 50% employer match about $75,858 at 4% or $50,572 at 6%; with 100% employer match about $56,894 at 4% or $37,929 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 216 | $12,801,124 | $1,656,741 | $7,670iApproximate average salary by contribution assumption: employee only about $191,752 at 4% or $127,835 at 6%; with 50% employer match about $127,835 at 4% or $85,223 at 6%; with 100% employer match about $95,876 at 4% or $63,917 at 6%. |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 273 | - | - | - |
| Mel Stevenson & Associates Inc. Cafeteria Plan | - | 364 | - | - | - |
| 2010 | 3 | 345 | $12,320,241 | $1,469,180 | $4,258iApproximate average salary by contribution assumption: employee only about $106,462 at 4% or $70,975 at 6%; with 50% employer match about $70,975 at 4% or $47,317 at 6%; with 100% employer match about $53,231 at 4% or $35,487 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 215 | $12,320,241 | $1,469,180 | $6,833iApproximate average salary by contribution assumption: employee only about $170,835 at 4% or $113,890 at 6%; with 50% employer match about $113,890 at 4% or $75,927 at 6%; with 100% employer match about $85,417 at 4% or $56,945 at 6%. |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 270 | - | - | - |
| Mel Stevenson & Associates Inc. Cafeteria Plan | - | 345 | - | - | - |
| 2009 | 3 | 360 | $10,466,679 | $1,408,958 | $3,914iApproximate average salary by contribution assumption: employee only about $97,844 at 4% or $65,230 at 6%; with 50% employer match about $65,230 at 4% or $43,486 at 6%; with 100% employer match about $48,922 at 4% or $32,615 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 230 | $10,466,679 | $1,408,958 | $6,126iApproximate average salary by contribution assumption: employee only about $153,148 at 4% or $102,098 at 6%; with 50% employer match about $102,098 at 4% or $68,066 at 6%; with 100% employer match about $76,574 at 4% or $51,049 at 6%. |
| Mel Stevenson & Associates Inc. Cafeteria Plan | - | 360 | - | - | - |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 275 | - | - | - |
| 2008 | 3 | 582 | $7,680,128 | $1,477,232 | $2,538iApproximate average salary by contribution assumption: employee only about $63,455 at 4% or $42,303 at 6%; with 50% employer match about $42,303 at 4% or $28,202 at 6%; with 100% employer match about $31,727 at 4% or $21,152 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 219 | $7,680,128 | $1,477,232 | $6,745iApproximate average salary by contribution assumption: employee only about $168,634 at 4% or $112,423 at 6%; with 50% employer match about $112,423 at 4% or $74,948 at 6%; with 100% employer match about $84,317 at 4% or $56,211 at 6%. |
| Mel Stevenson & Associates Inc. Cafeteria Plan | - | 582 | - | - | - |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 312 | - | - | - |
| 2007 | 3 | 304 | $9,102,243 | $1,211,158 | $3,984iApproximate average salary by contribution assumption: employee only about $99,602 at 4% or $66,401 at 6%; with 50% employer match about $66,401 at 4% or $44,267 at 6%; with 100% employer match about $49,801 at 4% or $33,201 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 207 | $9,102,243 | $1,211,158 | $5,851iApproximate average salary by contribution assumption: employee only about $146,275 at 4% or $97,517 at 6%; with 50% employer match about $97,517 at 4% or $65,011 at 6%; with 100% employer match about $73,138 at 4% or $48,758 at 6%. |
| Mel Stevenson & Associates Inc. Cafeteria Plan | - | 271 | - | - | - |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 304 | - | - | - |
| 2006 | 3 | 309 | $8,152,919 | $1,304,216 | $4,221iApproximate average salary by contribution assumption: employee only about $105,519 at 4% or $70,346 at 6%; with 50% employer match about $70,346 at 4% or $46,897 at 6%; with 100% employer match about $52,760 at 4% or $35,173 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 196 | $8,152,919 | $1,304,216 | $6,654iApproximate average salary by contribution assumption: employee only about $166,354 at 4% or $110,903 at 6%; with 50% employer match about $110,903 at 4% or $73,935 at 6%; with 100% employer match about $83,177 at 4% or $55,451 at 6%. |
| Mel Stevenson & Associates Inc. Cafeteria Plan | - | 271 | - | - | - |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 309 | - | - | - |
| 2005 | 3 | 276 | $6,562,012 | $1,092,242 | $3,957iApproximate average salary by contribution assumption: employee only about $98,935 at 4% or $65,957 at 6%; with 50% employer match about $65,957 at 4% or $43,971 at 6%; with 100% employer match about $49,467 at 4% or $32,978 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 173 | $6,562,012 | $1,092,242 | $6,314iApproximate average salary by contribution assumption: employee only about $157,838 at 4% or $105,226 at 6%; with 50% employer match about $105,226 at 4% or $70,150 at 6%; with 100% employer match about $78,919 at 4% or $52,613 at 6%. |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 276 | - | - | - |
| Mel Stevenson & Associates Inc. Cafeteria Plan | - | 245 | - | - | - |
| 2004 | 3 | 250 | $5,350,766 | $949,639 | $3,799iApproximate average salary by contribution assumption: employee only about $94,964 at 4% or $63,309 at 6%; with 50% employer match about $63,309 at 4% or $42,206 at 6%; with 100% employer match about $47,482 at 4% or $31,655 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 170 | $5,350,766 | $949,639 | $5,586iApproximate average salary by contribution assumption: employee only about $139,653 at 4% or $93,102 at 6%; with 50% employer match about $93,102 at 4% or $62,068 at 6%; with 100% employer match about $69,826 at 4% or $46,551 at 6%. |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 250 | - | - | - |
| Mel Stevenson & Associates Inc. Cafeteria Plan | - | 194 | - | - | - |
| 2003 | 3 | 251 | $4,215,931 | $772,897 | $3,079iApproximate average salary by contribution assumption: employee only about $76,982 at 4% or $51,321 at 6%; with 50% employer match about $51,321 at 4% or $34,214 at 6%; with 100% employer match about $38,491 at 4% or $25,661 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 160 | $4,215,931 | $772,897 | $4,831iApproximate average salary by contribution assumption: employee only about $120,765 at 4% or $80,510 at 6%; with 50% employer match about $80,510 at 4% or $53,673 at 6%; with 100% employer match about $60,383 at 4% or $40,255 at 6%. |
| Mel Stevenson & Associates Inc. Cafeteria Plan | - | 186 | - | - | - |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 251 | - | - | - |
| 2002 | 2 | 236 | $3,224,541 | $604,547 | $2,562iApproximate average salary by contribution assumption: employee only about $64,041 at 4% or $42,694 at 6%; with 50% employer match about $42,694 at 4% or $28,463 at 6%; with 100% employer match about $32,020 at 4% or $21,347 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 149 | $3,224,541 | $604,547 | $4,057iApproximate average salary by contribution assumption: employee only about $101,434 at 4% or $67,623 at 6%; with 50% employer match about $67,623 at 4% or $45,082 at 6%; with 100% employer match about $50,717 at 4% or $33,811 at 6%. |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 236 | - | - | - |
| 2001 | 3 | 250 | $2,983,108 | $644,436 | $2,578iApproximate average salary by contribution assumption: employee only about $64,444 at 4% or $42,962 at 6%; with 50% employer match about $42,962 at 4% or $28,642 at 6%; with 100% employer match about $32,222 at 4% or $21,481 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 154 | $2,983,108 | $644,436 | $4,185iApproximate average salary by contribution assumption: employee only about $104,616 at 4% or $69,744 at 6%; with 50% employer match about $69,744 at 4% or $46,496 at 6%; with 100% employer match about $52,308 at 4% or $34,872 at 6%. |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 250 | - | - | - |
| Mel Stevenson & Associates Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2000 | 3 | 241 | $729,590 | $194,691 | $808iApproximate average salary by contribution assumption: employee only about $20,196 at 4% or $13,464 at 6%; with 50% employer match about $13,464 at 4% or $8,976 at 6%; with 100% employer match about $10,098 at 4% or $6,732 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 152 | $729,590 | $194,691 | $1,281iApproximate average salary by contribution assumption: employee only about $32,022 at 4% or $21,348 at 6%; with 50% employer match about $21,348 at 4% or $14,232 at 6%; with 100% employer match about $16,011 at 4% or $10,674 at 6%. |
| Mel Stevenson & Associates Inc. Long-Term Disability Plan | - | 241 | - | - | - |
| Mel Stevenson & Associates Inc. Profit Sharing Plan | - | 143 | - | - | - |
| 1999 | 2 | 144 | $2,200,832 | $544,758 | $3,783iApproximate average salary by contribution assumption: employee only about $94,576 at 4% or $63,051 at 6%; with 50% employer match about $63,051 at 4% or $42,034 at 6%; with 100% employer match about $47,288 at 4% or $31,525 at 6%. |
| Mel Stevenson & Associates Inc. Profit Sharing Plan | - | 135 | $1,512,691 | $328,335 | $2,432iApproximate average salary by contribution assumption: employee only about $60,803 at 4% or $40,535 at 6%; with 50% employer match about $40,535 at 4% or $27,023 at 6%; with 100% employer match about $30,401 at 4% or $20,268 at 6%. |
| Mel Stevenson & Associates Inc. 401K Plan | - | 144 | $688,141 | $216,423 | $1,503iApproximate average salary by contribution assumption: employee only about $37,573 at 4% or $25,049 at 6%; with 50% employer match about $25,049 at 4% or $16,699 at 6%; with 100% employer match about $18,787 at 4% or $12,524 at 6%. |