Civic Intelligence

Jonathan D. Stone, Cfp Inc.

Plan context: Jonathan D. Stone Cfp Inc. 401(K) Plan

EIN 47-1738257 • Melville, NY • 11 filings • 3 plans

395 North Service RoadSuite 206Melville, NY 11747
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$3,312,431

2024 Contributions

$76,500

Historical Graphs

Total Assets Over Time

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

$3,312,431$1,656,216$0201420192024YearValue
$3,312,431Latest year 2024

Participants Over Time

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

210201420192024YearValue
1Latest 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
202411$3,312,431$76,500$76,500iApproximate average salary by contribution assumption: employee only about $1,912,500 at 4% or $1,275,000 at 6%; with 50% employer match about $1,275,000 at 4% or $850,000 at 6%; with 100% employer match about $956,250 at 4% or $637,500 at 6%.
Jonathan D. Stone Cfp Inc. 401(K) Plan-1$3,312,431$76,500$76,500iApproximate average salary by contribution assumption: employee only about $1,912,500 at 4% or $1,275,000 at 6%; with 50% employer match about $1,275,000 at 4% or $850,000 at 6%; with 100% employer match about $956,250 at 4% or $637,500 at 6%.
202312$2,952,223$75,608$37,804iApproximate average salary by contribution assumption: employee only about $945,100 at 4% or $630,067 at 6%; with 50% employer match about $630,067 at 4% or $420,044 at 6%; with 100% employer match about $472,550 at 4% or $315,033 at 6%.
Jonathan D. Stone Cfp Inc. 401(K) Plan-2$2,952,223$75,608$37,804iApproximate average salary by contribution assumption: employee only about $945,100 at 4% or $630,067 at 6%; with 50% employer match about $630,067 at 4% or $420,044 at 6%; with 100% employer match about $472,550 at 4% or $315,033 at 6%.
202212$2,436,576$71,669$35,835iApproximate average salary by contribution assumption: employee only about $895,863 at 4% or $597,242 at 6%; with 50% employer match about $597,242 at 4% or $398,161 at 6%; with 100% employer match about $447,931 at 4% or $298,621 at 6%.
Jonathan D. Stone Cfp Inc. 401(K) Plan-2$2,436,576$71,669$35,835iApproximate average salary by contribution assumption: employee only about $895,863 at 4% or $597,242 at 6%; with 50% employer match about $597,242 at 4% or $398,161 at 6%; with 100% employer match about $447,931 at 4% or $298,621 at 6%.
202112$2,819,267$62,373$31,187iApproximate average salary by contribution assumption: employee only about $779,663 at 4% or $519,775 at 6%; with 50% employer match about $519,775 at 4% or $346,517 at 6%; with 100% employer match about $389,831 at 4% or $259,888 at 6%.
Jonathan D. Stone Cfp Inc. 401(K) Plan-2$2,819,267$62,373$31,187iApproximate average salary by contribution assumption: employee only about $779,663 at 4% or $519,775 at 6%; with 50% employer match about $519,775 at 4% or $346,517 at 6%; with 100% employer match about $389,831 at 4% or $259,888 at 6%.
202012$2,547,847$67,982$33,991iApproximate average salary by contribution assumption: employee only about $849,775 at 4% or $566,517 at 6%; with 50% employer match about $566,517 at 4% or $377,678 at 6%; with 100% employer match about $424,888 at 4% or $283,258 at 6%.
Jonathan D. Stone Cfp Inc. 401(K) Plan-2$2,547,847$67,982$33,991iApproximate average salary by contribution assumption: employee only about $849,775 at 4% or $566,517 at 6%; with 50% employer match about $566,517 at 4% or $377,678 at 6%; with 100% employer match about $424,888 at 4% or $283,258 at 6%.
201912$2,117,543$66,150$33,075iApproximate average salary by contribution assumption: employee only about $826,875 at 4% or $551,250 at 6%; with 50% employer match about $551,250 at 4% or $367,500 at 6%; with 100% employer match about $413,438 at 4% or $275,625 at 6%.
Jonathan D. Stone Cfp Inc. 401(K) Plan-2$2,117,543$66,150$33,075iApproximate average salary by contribution assumption: employee only about $826,875 at 4% or $551,250 at 6%; with 50% employer match about $551,250 at 4% or $367,500 at 6%; with 100% employer match about $413,438 at 4% or $275,625 at 6%.
201812$1,707,124$65,171$32,586iApproximate average salary by contribution assumption: employee only about $814,638 at 4% or $543,092 at 6%; with 50% employer match about $543,092 at 4% or $362,061 at 6%; with 100% employer match about $407,319 at 4% or $271,546 at 6%.
Jonathan D. Stone Cfp Inc. 401(K) Plan-2$1,707,124$65,171$32,586iApproximate average salary by contribution assumption: employee only about $814,638 at 4% or $543,092 at 6%; with 50% employer match about $543,092 at 4% or $362,061 at 6%; with 100% employer match about $407,319 at 4% or $271,546 at 6%.
201712$1,744,917$1,005,934$502,967iApproximate average salary by contribution assumption: employee only about $12,574,175 at 4% or $8,382,783 at 6%; with 50% employer match about $8,382,783 at 4% or $5,588,522 at 6%; with 100% employer match about $6,287,088 at 4% or $4,191,392 at 6%.
Jonathan D. Stone Cfp Inc. 401(K) Plan-2$1,744,917$1,005,934$502,967iApproximate average salary by contribution assumption: employee only about $12,574,175 at 4% or $8,382,783 at 6%; with 50% employer match about $8,382,783 at 4% or $5,588,522 at 6%; with 100% employer match about $6,287,088 at 4% or $4,191,392 at 6%.
201611$580,197$59,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
Jonathan D. Stone Cfp Inc. 401(K) Plan-1$580,197$59,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
201512$485,265$69,386$34,693iApproximate average salary by contribution assumption: employee only about $867,325 at 4% or $578,217 at 6%; with 50% employer match about $578,217 at 4% or $385,478 at 6%; with 100% employer match about $433,663 at 4% or $289,108 at 6%.
Jonathan D. Stone Cfp Inc. 401(K) Plan-2$485,265$69,386$34,693iApproximate average salary by contribution assumption: employee only about $867,325 at 4% or $578,217 at 6%; with 50% employer match about $578,217 at 4% or $385,478 at 6%; with 100% employer match about $433,663 at 4% or $289,108 at 6%.
201411$488,090$24,917$24,917iApproximate average salary by contribution assumption: employee only about $622,925 at 4% or $415,283 at 6%; with 50% employer match about $415,283 at 4% or $276,856 at 6%; with 100% employer match about $311,463 at 4% or $207,642 at 6%.
Jonathan D. Stone Cfp Inc. 401(K) Plan-1$488,090$24,917$24,917iApproximate average salary by contribution assumption: employee only about $622,925 at 4% or $415,283 at 6%; with 50% employer match about $415,283 at 4% or $276,856 at 6%; with 100% employer match about $311,463 at 4% or $207,642 at 6%.