Stolz & Associates LLC
Plan context: Stolz & Associates LLC 401K Psp and Trust
EIN 47-1968142 • 5 filings • 1 plans
Current Snapshot
Latest Year
2020
2020 Participants
6
2020 Assets
$158,930
2020 Contributions
$22,816
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $22,816 | - |
| Stolz & Associates LLC 401K Psp and Trust | - | 0 | - | $22,816 | - |
| 2019 | 1 | 6 | $158,930 | $33,741 | $5,624iApproximate average salary by contribution assumption: employee only about $140,588 at 4% or $93,725 at 6%; with 50% employer match about $93,725 at 4% or $62,483 at 6%; with 100% employer match about $70,294 at 4% or $46,863 at 6%. |
| Stolz & Associates LLC 401K Psp and Trust | - | 6 | $158,930 | $33,741 | $5,624iApproximate average salary by contribution assumption: employee only about $140,588 at 4% or $93,725 at 6%; with 50% employer match about $93,725 at 4% or $62,483 at 6%; with 100% employer match about $70,294 at 4% or $46,863 at 6%. |
| 2018 | 1 | 6 | $99,635 | $27,887 | $4,648iApproximate average salary by contribution assumption: employee only about $116,196 at 4% or $77,464 at 6%; with 50% employer match about $77,464 at 4% or $51,643 at 6%; with 100% employer match about $58,098 at 4% or $38,732 at 6%. |
| Stolz & Associates LLC 401K Psp and Trust | - | 6 | $99,635 | $27,887 | $4,648iApproximate average salary by contribution assumption: employee only about $116,196 at 4% or $77,464 at 6%; with 50% employer match about $77,464 at 4% or $51,643 at 6%; with 100% employer match about $58,098 at 4% or $38,732 at 6%. |
| 2017 | 1 | 6 | $78,478 | $34,057 | $5,676iApproximate average salary by contribution assumption: employee only about $141,904 at 4% or $94,603 at 6%; with 50% employer match about $94,603 at 4% or $63,069 at 6%; with 100% employer match about $70,952 at 4% or $47,301 at 6%. |
| Stolz & Associates LLC 401K Psp and Trust | - | 6 | $78,478 | $34,057 | $5,676iApproximate average salary by contribution assumption: employee only about $141,904 at 4% or $94,603 at 6%; with 50% employer match about $94,603 at 4% or $63,069 at 6%; with 100% employer match about $70,952 at 4% or $47,301 at 6%. |
| 2016 | 1 | 5 | $38,425 | $17,798 | $3,560iApproximate average salary by contribution assumption: employee only about $88,990 at 4% or $59,327 at 6%; with 50% employer match about $59,327 at 4% or $39,551 at 6%; with 100% employer match about $44,495 at 4% or $29,663 at 6%. |
| Stolz & Associates LLC 401K Psp and Trust | - | 5 | $38,425 | $17,798 | $3,560iApproximate average salary by contribution assumption: employee only about $88,990 at 4% or $59,327 at 6%; with 50% employer match about $59,327 at 4% or $39,551 at 6%; with 100% employer match about $44,495 at 4% or $29,663 at 6%. |