Civic Intelligence

Stockdale Management LLC

Plan context: Stockdale Management LLC 401 (K) Plan

EIN 46-4355602 • Los Angeles, CA • 18 filings • 3 plans

11601 Wilshire Blvd, Suite 1750Los Angeles, CA 90025
Current Snapshot

Latest Year

2024

2024 Participants

104

2024 Assets

$4,663,230

2024 Contributions

$994,241

Historical Graphs

Total Assets Over Time

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

$4,663,230$2,331,615$0201620202024YearValue
$4,663,230Latest year 2024

Participants Over Time

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

134670201620202024YearValue
104Latest year 2024

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
20242104$4,663,230$994,241$9,560iApproximate average salary by contribution assumption: employee only about $239,000 at 4% or $159,333 at 6%; with 50% employer match about $159,333 at 4% or $106,222 at 6%; with 100% employer match about $119,500 at 4% or $79,667 at 6%.
Stockdale Management LLC 401 (K) Plan-55$4,663,230$994,241$18,077iApproximate average salary by contribution assumption: employee only about $451,928 at 4% or $301,285 at 6%; with 50% employer match about $301,285 at 4% or $200,857 at 6%; with 100% employer match about $225,964 at 4% or $150,643 at 6%.
Stockdale Management LLC Welfare Benefits Plan-104---
20232102$3,244,457$625,537$6,133iApproximate average salary by contribution assumption: employee only about $153,318 at 4% or $102,212 at 6%; with 50% employer match about $102,212 at 4% or $68,141 at 6%; with 100% employer match about $76,659 at 4% or $51,106 at 6%.
Stockdale Management LLC 401 (K) Plan-48$3,244,457$625,537$13,032iApproximate average salary by contribution assumption: employee only about $325,801 at 4% or $217,200 at 6%; with 50% employer match about $217,200 at 4% or $144,800 at 6%; with 100% employer match about $162,900 at 4% or $108,600 at 6%.
Stockdale Management LLC Welfare Benefits Plan-102---
2022283$2,389,351$473,575$5,706iApproximate average salary by contribution assumption: employee only about $142,643 at 4% or $95,095 at 6%; with 50% employer match about $95,095 at 4% or $63,397 at 6%; with 100% employer match about $71,322 at 4% or $47,548 at 6%.
Stockdale Management LLC 401 (K) Plan-47$2,389,351$473,575$10,076iApproximate average salary by contribution assumption: employee only about $251,902 at 4% or $167,934 at 6%; with 50% employer match about $167,934 at 4% or $111,956 at 6%; with 100% employer match about $125,951 at 4% or $83,967 at 6%.
Stockdale Management LLC Welfare Benefits Plan-83---
20212100$2,528,748$476,085$4,761iApproximate average salary by contribution assumption: employee only about $119,021 at 4% or $79,348 at 6%; with 50% employer match about $79,348 at 4% or $52,898 at 6%; with 100% employer match about $59,511 at 4% or $39,674 at 6%.
Stockdale Management LLC 401 (K) Plan-40$2,528,748$476,085$11,902iApproximate average salary by contribution assumption: employee only about $297,553 at 4% or $198,369 at 6%; with 50% employer match about $198,369 at 4% or $132,246 at 6%; with 100% employer match about $148,777 at 4% or $99,184 at 6%.
Stockdale Management LLC Welfare Benefits Plan-100---
20202119$1,881,563$546,813$4,595iApproximate average salary by contribution assumption: employee only about $114,877 at 4% or $76,584 at 6%; with 50% employer match about $76,584 at 4% or $51,056 at 6%; with 100% employer match about $57,438 at 4% or $38,292 at 6%.
Stockdale Management LLC 401 (K) Plan-34$1,881,563$546,813$16,083iApproximate average salary by contribution assumption: employee only about $402,068 at 4% or $268,046 at 6%; with 50% employer match about $268,046 at 4% or $178,697 at 6%; with 100% employer match about $201,034 at 4% or $134,023 at 6%.
Stockdale Management LLC Welfare Benefits Plan-119---
20192117$1,148,841$247,279$2,113iApproximate average salary by contribution assumption: employee only about $52,837 at 4% or $35,225 at 6%; with 50% employer match about $35,225 at 4% or $23,483 at 6%; with 100% employer match about $26,419 at 4% or $17,612 at 6%.
Stockdale Management LLC 401 (K) Plan-29$1,148,841$247,279$8,527iApproximate average salary by contribution assumption: employee only about $213,172 at 4% or $142,114 at 6%; with 50% employer match about $142,114 at 4% or $94,743 at 6%; with 100% employer match about $106,586 at 4% or $71,057 at 6%.
Stockdale Management LLC Welfare Benefits Plan-117---
20182134$767,563$139,584$1,042iApproximate average salary by contribution assumption: employee only about $26,042 at 4% or $17,361 at 6%; with 50% employer match about $17,361 at 4% or $11,574 at 6%; with 100% employer match about $13,021 at 4% or $8,681 at 6%.
Stockdale Management LLC 401 (K) Plan-68$767,563$139,584$2,053iApproximate average salary by contribution assumption: employee only about $51,318 at 4% or $34,212 at 6%; with 50% employer match about $34,212 at 4% or $22,808 at 6%; with 100% employer match about $25,659 at 4% or $17,106 at 6%.
Stockdale Management LLC Welfare Benefits Plan-134---
20172115$708,116$131,685$1,145iApproximate average salary by contribution assumption: employee only about $28,627 at 4% or $19,085 at 6%; with 50% employer match about $19,085 at 4% or $12,723 at 6%; with 100% employer match about $14,314 at 4% or $9,542 at 6%.
Stockdale Management LLC 401 (K) Plan-112$708,116$131,685$1,176iApproximate average salary by contribution assumption: employee only about $29,394 at 4% or $19,596 at 6%; with 50% employer match about $19,596 at 4% or $13,064 at 6%; with 100% employer match about $14,697 at 4% or $9,798 at 6%.
Stockdale Management LLC Welfare Benefits Plan-115---
20162113$569,639$167,722$1,484iApproximate average salary by contribution assumption: employee only about $37,107 at 4% or $24,738 at 6%; with 50% employer match about $24,738 at 4% or $16,492 at 6%; with 100% employer match about $18,553 at 4% or $12,369 at 6%.
Stockdale Management LLC 401 (K) Plan-113$569,639$167,722$1,484iApproximate average salary by contribution assumption: employee only about $37,107 at 4% or $24,738 at 6%; with 50% employer match about $24,738 at 4% or $16,492 at 6%; with 100% employer match about $18,553 at 4% or $12,369 at 6%.
Stockdale Management LLC Welfare Benefits Plan-104---