STEWARD GROUP MANAGEMENT, INC.
Plan context: STEWARD GROUP 401(K) PLAN
EIN 46-3598578 • York, PA • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$1,847,626
2025 Contributions
$115,082
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 14 | $1,847,626 | $115,082 | $8,220iApproximate average salary by contribution assumption: employee only about $205,504 at 4% or $137,002 at 6%; with 50% employer match about $137,002 at 4% or $91,335 at 6%; with 100% employer match about $102,752 at 4% or $68,501 at 6%. |
| STEWARD GROUP 401(K) PLAN | - | 14 | $1,847,626 | $115,082 | $8,220iApproximate average salary by contribution assumption: employee only about $205,504 at 4% or $137,002 at 6%; with 50% employer match about $137,002 at 4% or $91,335 at 6%; with 100% employer match about $102,752 at 4% or $68,501 at 6%. |
| 2024 | 1 | 18 | $1,554,678 | $122,778 | $6,821iApproximate average salary by contribution assumption: employee only about $170,525 at 4% or $113,683 at 6%; with 50% employer match about $113,683 at 4% or $75,789 at 6%; with 100% employer match about $85,263 at 4% or $56,842 at 6%. |
| STEWARD GROUP 401(K) PLAN | - | 18 | $1,554,678 | $122,778 | $6,821iApproximate average salary by contribution assumption: employee only about $170,525 at 4% or $113,683 at 6%; with 50% employer match about $113,683 at 4% or $75,789 at 6%; with 100% employer match about $85,263 at 4% or $56,842 at 6%. |
| 2023 | 1 | 13 | $1,276,946 | $106,234 | $8,172iApproximate average salary by contribution assumption: employee only about $204,296 at 4% or $136,197 at 6%; with 50% employer match about $136,197 at 4% or $90,798 at 6%; with 100% employer match about $102,148 at 4% or $68,099 at 6%. |
| STEWARD GROUP 401(K) PLAN | - | 13 | $1,276,946 | $106,234 | $8,172iApproximate average salary by contribution assumption: employee only about $204,296 at 4% or $136,197 at 6%; with 50% employer match about $136,197 at 4% or $90,798 at 6%; with 100% employer match about $102,148 at 4% or $68,099 at 6%. |
| 2022 | 1 | 15 | $989,027 | $102,282 | $6,819iApproximate average salary by contribution assumption: employee only about $170,470 at 4% or $113,647 at 6%; with 50% employer match about $113,647 at 4% or $75,764 at 6%; with 100% employer match about $85,235 at 4% or $56,823 at 6%. |
| STEWARD GROUP 401(K) PLAN | - | 15 | $989,027 | $102,282 | $6,819iApproximate average salary by contribution assumption: employee only about $170,470 at 4% or $113,647 at 6%; with 50% employer match about $113,647 at 4% or $75,764 at 6%; with 100% employer match about $85,235 at 4% or $56,823 at 6%. |
| 2021 | 1 | 15 | $1,142,024 | $197,417 | $13,161iApproximate average salary by contribution assumption: employee only about $329,028 at 4% or $219,352 at 6%; with 50% employer match about $219,352 at 4% or $146,235 at 6%; with 100% employer match about $164,514 at 4% or $109,676 at 6%. |
| STEWARD GROUP 401(K) PLAN | - | 15 | $1,142,024 | $197,417 | $13,161iApproximate average salary by contribution assumption: employee only about $329,028 at 4% or $219,352 at 6%; with 50% employer match about $219,352 at 4% or $146,235 at 6%; with 100% employer match about $164,514 at 4% or $109,676 at 6%. |
| 2020 | 1 | 13 | $835,404 | $99,758 | $7,674iApproximate average salary by contribution assumption: employee only about $191,842 at 4% or $127,895 at 6%; with 50% employer match about $127,895 at 4% or $85,263 at 6%; with 100% employer match about $95,921 at 4% or $63,947 at 6%. |
| STEWARD GROUP 401(K) PLAN | - | 13 | $835,404 | $99,758 | $7,674iApproximate average salary by contribution assumption: employee only about $191,842 at 4% or $127,895 at 6%; with 50% employer match about $127,895 at 4% or $85,263 at 6%; with 100% employer match about $95,921 at 4% or $63,947 at 6%. |
| 2019 | 1 | 13 | $636,010 | $111,323 | $8,563iApproximate average salary by contribution assumption: employee only about $214,083 at 4% or $142,722 at 6%; with 50% employer match about $142,722 at 4% or $95,148 at 6%; with 100% employer match about $107,041 at 4% or $71,361 at 6%. |
| STEWARD GROUP 401(K) PLAN | - | 13 | $636,010 | $111,323 | $8,563iApproximate average salary by contribution assumption: employee only about $214,083 at 4% or $142,722 at 6%; with 50% employer match about $142,722 at 4% or $95,148 at 6%; with 100% employer match about $107,041 at 4% or $71,361 at 6%. |