Civic Intelligence

Stewart, Wiegand & Owens. PC

Plan context: Stewart Wiegand & Owens PC 401(K) Profit Sharing Plan & Tru

EIN 47-5060031 • Dallas, TX • 9 filings • 2 plans

325 N. St. Paul StreetDallas, TX 75201
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,425,786

2024 Contributions

$135,974

Historical Graphs

Total Assets Over Time

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

$1,425,786$712,893$0201620202024YearValue
$1,425,786Latest year 2024

Participants Over Time

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

1160201620202024YearValue
11Latest 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
2024111$1,425,786$135,974$12,361iApproximate average salary by contribution assumption: employee only about $309,032 at 4% or $206,021 at 6%; with 50% employer match about $206,021 at 4% or $137,347 at 6%; with 100% employer match about $154,516 at 4% or $103,011 at 6%.
Stewart Wiegand & Owens PC 401(K) Profit Sharing Plan & Tru-11$1,425,786$135,974$12,361iApproximate average salary by contribution assumption: employee only about $309,032 at 4% or $206,021 at 6%; with 50% employer match about $206,021 at 4% or $137,347 at 6%; with 100% employer match about $154,516 at 4% or $103,011 at 6%.
2023110$1,237,493$91,879$9,188iApproximate average salary by contribution assumption: employee only about $229,698 at 4% or $153,132 at 6%; with 50% employer match about $153,132 at 4% or $102,088 at 6%; with 100% employer match about $114,849 at 4% or $76,566 at 6%.
Stewart Wiegand & Owens PC 401(K) Profit Sharing Plan & Tru-10$1,237,493$91,879$9,188iApproximate average salary by contribution assumption: employee only about $229,698 at 4% or $153,132 at 6%; with 50% employer match about $153,132 at 4% or $102,088 at 6%; with 100% employer match about $114,849 at 4% or $76,566 at 6%.
202219$950,535$148,278$16,475iApproximate average salary by contribution assumption: employee only about $411,883 at 4% or $274,589 at 6%; with 50% employer match about $274,589 at 4% or $183,059 at 6%; with 100% employer match about $205,942 at 4% or $137,294 at 6%.
Stewart Wiegand & Owens PC 401(K) Profit Sharing Plan & Tru-9$950,535$148,278$16,475iApproximate average salary by contribution assumption: employee only about $411,883 at 4% or $274,589 at 6%; with 50% employer match about $274,589 at 4% or $183,059 at 6%; with 100% employer match about $205,942 at 4% or $137,294 at 6%.
202119$989,473$107,174$11,908iApproximate average salary by contribution assumption: employee only about $297,706 at 4% or $198,470 at 6%; with 50% employer match about $198,470 at 4% or $132,314 at 6%; with 100% employer match about $148,853 at 4% or $99,235 at 6%.
Stewart Wiegand & Owens PC 401(K) Profit Sharing Plan & Tru-9$989,473$107,174$11,908iApproximate average salary by contribution assumption: employee only about $297,706 at 4% or $198,470 at 6%; with 50% employer match about $198,470 at 4% or $132,314 at 6%; with 100% employer match about $148,853 at 4% or $99,235 at 6%.
202019$748,838$205,217$22,802iApproximate average salary by contribution assumption: employee only about $570,047 at 4% or $380,031 at 6%; with 50% employer match about $380,031 at 4% or $253,354 at 6%; with 100% employer match about $285,024 at 4% or $190,016 at 6%.
Stewart Wiegand & Owens PC 401(K) Profit Sharing Plan & Tru-9$748,838$205,217$22,802iApproximate average salary by contribution assumption: employee only about $570,047 at 4% or $380,031 at 6%; with 50% employer match about $380,031 at 4% or $253,354 at 6%; with 100% employer match about $285,024 at 4% or $190,016 at 6%.
201917$922,557$125,248$17,893iApproximate average salary by contribution assumption: employee only about $447,314 at 4% or $298,210 at 6%; with 50% employer match about $298,210 at 4% or $198,806 at 6%; with 100% employer match about $223,657 at 4% or $149,105 at 6%.
Stewart Wiegand & Owens PC 401(K) Profit Sharing Plan & Tru-7$922,557$125,248$17,893iApproximate average salary by contribution assumption: employee only about $447,314 at 4% or $298,210 at 6%; with 50% employer match about $298,210 at 4% or $198,806 at 6%; with 100% employer match about $223,657 at 4% or $149,105 at 6%.
201817$627,488$104,156$14,879iApproximate average salary by contribution assumption: employee only about $371,986 at 4% or $247,990 at 6%; with 50% employer match about $247,990 at 4% or $165,327 at 6%; with 100% employer match about $185,993 at 4% or $123,995 at 6%.
Stewart Wiegand & Owens PC 401(K) Profit Sharing Plan & Tru-7$627,488$104,156$14,879iApproximate average salary by contribution assumption: employee only about $371,986 at 4% or $247,990 at 6%; with 50% employer match about $247,990 at 4% or $165,327 at 6%; with 100% employer match about $185,993 at 4% or $123,995 at 6%.
201716$596,748$464,649$77,442iApproximate average salary by contribution assumption: employee only about $1,936,038 at 4% or $1,290,692 at 6%; with 50% employer match about $1,290,692 at 4% or $860,461 at 6%; with 100% employer match about $968,019 at 4% or $645,346 at 6%.
Stewart Wiegand & Owens PC 401(K) Profit Sharing Plan & Tru-6$596,748$464,649$77,442iApproximate average salary by contribution assumption: employee only about $1,936,038 at 4% or $1,290,692 at 6%; with 50% employer match about $1,290,692 at 4% or $860,461 at 6%; with 100% employer match about $968,019 at 4% or $645,346 at 6%.
201614$61,847$59,435$14,859iApproximate average salary by contribution assumption: employee only about $371,469 at 4% or $247,646 at 6%; with 50% employer match about $247,646 at 4% or $165,097 at 6%; with 100% employer match about $185,734 at 4% or $123,823 at 6%.
Stewart Wiegand & Owens PC 401(K) Profit Sharing Plan & Tru-4$61,847$59,435$14,859iApproximate average salary by contribution assumption: employee only about $371,469 at 4% or $247,646 at 6%; with 50% employer match about $247,646 at 4% or $165,097 at 6%; with 100% employer match about $185,734 at 4% or $123,823 at 6%.