Stevens & Stevens Insurance Agency Inc.
Plan context: Stevens & Stevens Insurance Agency Retirement Plan
EIN 47-2391467 • 9 filings • 1 plans
Current Snapshot
Latest Year
2022
2022 Participants
2
2022 Assets
$15,002
2022 Contributions
$75,008
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| Stevens & Stevens Insurance Agency Retirement Plan | - | 0 | - | - | - |
| 2021 | 1 | 2 | $15,002 | $0 | - |
| Stevens & Stevens Insurance Agency Retirement Plan | - | 2 | $15,002 | - | - |
| 2020 | 1 | 2 | $65,216 | $0 | - |
| Stevens & Stevens Insurance Agency Retirement Plan | - | 2 | $65,216 | - | - |
| 2019 | 1 | 2 | $68,369 | $0 | - |
| Stevens & Stevens Insurance Agency Retirement Plan | - | 2 | $68,369 | - | - |
| 2018 | 1 | 3 | $69,565 | $0 | - |
| Stevens & Stevens Insurance Agency Retirement Plan | - | 3 | $69,565 | - | - |
| 2017 | 1 | 3 | $88,000 | $0 | - |
| Stevens & Stevens Insurance Agency Retirement Plan | - | 3 | $88,000 | - | - |
| 2016 | 1 | 3 | $70,333 | $0 | - |
| Stevens & Stevens Insurance Agency Retirement Plan | - | 3 | $70,333 | - | - |
| 2015 | 1 | 2 | $82,149 | $0 | - |
| Stevens & Stevens Insurance Agency Retirement Plan | - | 2 | $82,149 | - | - |
| 2014 | 1 | 2 | $70,600 | $75,008 | $37,504iApproximate average salary by contribution assumption: employee only about $937,600 at 4% or $625,067 at 6%; with 50% employer match about $625,067 at 4% or $416,711 at 6%; with 100% employer match about $468,800 at 4% or $312,533 at 6%. |
| Stevens & Stevens Insurance Agency Retirement Plan | - | 2 | $70,600 | $75,008 | $37,504iApproximate average salary by contribution assumption: employee only about $937,600 at 4% or $625,067 at 6%; with 50% employer match about $625,067 at 4% or $416,711 at 6%; with 100% employer match about $468,800 at 4% or $312,533 at 6%. |