Civic Intelligence

George William Stephens, Jr., & Assoc

Plan context: George William Stephens, Jr., & Associates Inc., 401K Plan

EIN 52-0656607 • Belcamp, MD • 25 filings • 6 plans

4692 Millennium DriveSuite 100Belcamp, MD 21017-1543
Current Snapshot

Latest Year

2023

2023 Participants

10

2023 Assets

$830,909

2023 Contributions

$15,563

Historical Graphs

Total Assets Over Time

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

$3,293,199$1,646,600$0199920112022YearValue
$830,909Latest year 2022

Participants Over Time

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

104520199920112022YearValue
10Latest year 2022

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
202310$0$0-
George William Stephens, Jr., & Associates Inc., 401K Plan-0$0$0-
2022110$830,909$15,563$1,556iApproximate average salary by contribution assumption: employee only about $38,908 at 4% or $25,938 at 6%; with 50% employer match about $25,938 at 4% or $17,292 at 6%; with 100% employer match about $19,454 at 4% or $12,969 at 6%.
George William Stephens, Jr., & Associates Inc., 401K Plan-10$830,909$15,563$1,556iApproximate average salary by contribution assumption: employee only about $38,908 at 4% or $25,938 at 6%; with 50% employer match about $25,938 at 4% or $17,292 at 6%; with 100% employer match about $19,454 at 4% or $12,969 at 6%.
2021116$1,666,340$31,502$1,969iApproximate average salary by contribution assumption: employee only about $49,222 at 4% or $32,815 at 6%; with 50% employer match about $32,815 at 4% or $21,876 at 6%; with 100% employer match about $24,611 at 4% or $16,407 at 6%.
George William Stephens, Jr., & Associates Inc., 401K Plan-16$1,666,340$31,502$1,969iApproximate average salary by contribution assumption: employee only about $49,222 at 4% or $32,815 at 6%; with 50% employer match about $32,815 at 4% or $21,876 at 6%; with 100% employer match about $24,611 at 4% or $16,407 at 6%.
2020123$1,496,033$2,372$103iApproximate average salary by contribution assumption: employee only about $2,578 at 4% or $1,719 at 6%; with 50% employer match about $1,719 at 4% or $1,146 at 6%; with 100% employer match about $1,289 at 4% or $859 at 6%.
George William Stephens, Jr., & Associates Inc., 401K Plan-23$1,496,033$2,372$103iApproximate average salary by contribution assumption: employee only about $2,578 at 4% or $1,719 at 6%; with 50% employer match about $1,719 at 4% or $1,146 at 6%; with 100% employer match about $1,289 at 4% or $859 at 6%.
2019125$1,778,155$346,879$13,875iApproximate average salary by contribution assumption: employee only about $346,879 at 4% or $231,253 at 6%; with 50% employer match about $231,253 at 4% or $154,168 at 6%; with 100% employer match about $173,440 at 4% or $115,626 at 6%.
George William Stephens, Jr., & Associates Inc., 401K Plan-25$1,778,155$346,879$13,875iApproximate average salary by contribution assumption: employee only about $346,879 at 4% or $231,253 at 6%; with 50% employer match about $231,253 at 4% or $154,168 at 6%; with 100% employer match about $173,440 at 4% or $115,626 at 6%.
2018125$1,354,148$11,585$463iApproximate average salary by contribution assumption: employee only about $11,585 at 4% or $7,723 at 6%; with 50% employer match about $7,723 at 4% or $5,149 at 6%; with 100% employer match about $5,793 at 4% or $3,862 at 6%.
George William Stephens, Jr., & Associates Inc., 401K Plan-25$1,354,148$11,585$463iApproximate average salary by contribution assumption: employee only about $11,585 at 4% or $7,723 at 6%; with 50% employer match about $7,723 at 4% or $5,149 at 6%; with 100% employer match about $5,793 at 4% or $3,862 at 6%.
2017122$1,427,798$28,186$1,281iApproximate average salary by contribution assumption: employee only about $32,030 at 4% or $21,353 at 6%; with 50% employer match about $21,353 at 4% or $14,235 at 6%; with 100% employer match about $16,015 at 4% or $10,677 at 6%.
George William Stephens, Jr., & Associates Inc., 401K Plan-22$1,427,798$28,186$1,281iApproximate average salary by contribution assumption: employee only about $32,030 at 4% or $21,353 at 6%; with 50% employer match about $21,353 at 4% or $14,235 at 6%; with 100% employer match about $16,015 at 4% or $10,677 at 6%.
2016120$1,334,422$28,259$1,413iApproximate average salary by contribution assumption: employee only about $35,324 at 4% or $23,549 at 6%; with 50% employer match about $23,549 at 4% or $15,699 at 6%; with 100% employer match about $17,662 at 4% or $11,775 at 6%.
George William Stephens, Jr., & Associates Inc., 401K Plan-20$1,334,422$28,259$1,413iApproximate average salary by contribution assumption: employee only about $35,324 at 4% or $23,549 at 6%; with 50% employer match about $23,549 at 4% or $15,699 at 6%; with 100% employer match about $17,662 at 4% or $11,775 at 6%.
2015119$1,274,149$29,906$1,574iApproximate average salary by contribution assumption: employee only about $39,350 at 4% or $26,233 at 6%; with 50% employer match about $26,233 at 4% or $17,489 at 6%; with 100% employer match about $19,675 at 4% or $13,117 at 6%.
George William Stephens, Jr., & Associates Inc., 401K Plan-19$1,274,149$29,906$1,574iApproximate average salary by contribution assumption: employee only about $39,350 at 4% or $26,233 at 6%; with 50% employer match about $26,233 at 4% or $17,489 at 6%; with 100% employer match about $19,675 at 4% or $13,117 at 6%.
2014121$1,347,339$15,940$759iApproximate average salary by contribution assumption: employee only about $18,976 at 4% or $12,651 at 6%; with 50% employer match about $12,651 at 4% or $8,434 at 6%; with 100% employer match about $9,488 at 4% or $6,325 at 6%.
George William Stephens, Jr., & Associates Inc., 401K Plan-21$1,347,339$15,940$759iApproximate average salary by contribution assumption: employee only about $18,976 at 4% or $12,651 at 6%; with 50% employer match about $12,651 at 4% or $8,434 at 6%; with 100% employer match about $9,488 at 4% or $6,325 at 6%.
2013124$1,441,174$28,634$1,193iApproximate average salary by contribution assumption: employee only about $29,827 at 4% or $19,885 at 6%; with 50% employer match about $19,885 at 4% or $13,256 at 6%; with 100% employer match about $14,914 at 4% or $9,942 at 6%.
George William Stephens, Jr., & Associates Inc., 401K Plan-24$1,441,174$28,634$1,193iApproximate average salary by contribution assumption: employee only about $29,827 at 4% or $19,885 at 6%; with 50% employer match about $19,885 at 4% or $13,256 at 6%; with 100% employer match about $14,914 at 4% or $9,942 at 6%.
2012132$1,696,965$47,352$1,480iApproximate average salary by contribution assumption: employee only about $36,994 at 4% or $24,663 at 6%; with 50% employer match about $24,663 at 4% or $16,442 at 6%; with 100% employer match about $18,497 at 4% or $12,331 at 6%.
George William Stephens, Jr., & Associates Inc., 401K Plan-32$1,696,965$47,352$1,480iApproximate average salary by contribution assumption: employee only about $36,994 at 4% or $24,663 at 6%; with 50% employer match about $24,663 at 4% or $16,442 at 6%; with 100% employer match about $18,497 at 4% or $12,331 at 6%.
2011135$1,812,456$328,935$9,398iApproximate average salary by contribution assumption: employee only about $234,954 at 4% or $156,636 at 6%; with 50% employer match about $156,636 at 4% or $104,424 at 6%; with 100% employer match about $117,477 at 4% or $78,318 at 6%.
George William Stephens, Jr., & Associates Inc., 401K Plan-35$1,812,456$328,935$9,398iApproximate average salary by contribution assumption: employee only about $234,954 at 4% or $156,636 at 6%; with 50% employer match about $156,636 at 4% or $104,424 at 6%; with 100% employer match about $117,477 at 4% or $78,318 at 6%.
2010138$1,592,556$233,391$6,142iApproximate average salary by contribution assumption: employee only about $153,547 at 4% or $102,364 at 6%; with 50% employer match about $102,364 at 4% or $68,243 at 6%; with 100% employer match about $76,773 at 4% or $51,182 at 6%.
George William Stephens, Jr., & Associates Inc., 401K Plan-38$1,592,556$233,391$6,142iApproximate average salary by contribution assumption: employee only about $153,547 at 4% or $102,364 at 6%; with 50% employer match about $102,364 at 4% or $68,243 at 6%; with 100% employer match about $76,773 at 4% or $51,182 at 6%.
2009142$1,587,643$108,930$2,594iApproximate average salary by contribution assumption: employee only about $64,839 at 4% or $43,226 at 6%; with 50% employer match about $43,226 at 4% or $28,817 at 6%; with 100% employer match about $32,420 at 4% or $21,613 at 6%.
George William Stephens, Jr., & Associates Inc., 401K Plan-42$1,587,643$108,930$2,594iApproximate average salary by contribution assumption: employee only about $64,839 at 4% or $43,226 at 6%; with 50% employer match about $43,226 at 4% or $28,817 at 6%; with 100% employer match about $32,420 at 4% or $21,613 at 6%.
2008177$1,916,319$314,080$4,079iApproximate average salary by contribution assumption: employee only about $101,974 at 4% or $67,983 at 6%; with 50% employer match about $67,983 at 4% or $45,322 at 6%; with 100% employer match about $50,987 at 4% or $33,991 at 6%.
George William Stephens, Jr., & Associates Inc., 401K Plan-77$1,916,319$314,080$4,079iApproximate average salary by contribution assumption: employee only about $101,974 at 4% or $67,983 at 6%; with 50% employer match about $67,983 at 4% or $45,322 at 6%; with 100% employer match about $50,987 at 4% or $33,991 at 6%.
2007164$3,066,897$482,835$7,544iApproximate average salary by contribution assumption: employee only about $188,607 at 4% or $125,738 at 6%; with 50% employer match about $125,738 at 4% or $83,826 at 6%; with 100% employer match about $94,304 at 4% or $62,869 at 6%.
George William Stephens, Jr., & Associates Inc., 401K Plan-64$3,066,897$482,835$7,544iApproximate average salary by contribution assumption: employee only about $188,607 at 4% or $125,738 at 6%; with 50% employer match about $125,738 at 4% or $83,826 at 6%; with 100% employer match about $94,304 at 4% or $62,869 at 6%.
20061104$2,694,108$422,914$4,066iApproximate average salary by contribution assumption: employee only about $101,662 at 4% or $67,775 at 6%; with 50% employer match about $67,775 at 4% or $45,183 at 6%; with 100% employer match about $50,831 at 4% or $33,887 at 6%.
George William Stephens, Jr., & Associates Inc., 401K Plan-104$2,694,108$422,914$4,066iApproximate average salary by contribution assumption: employee only about $101,662 at 4% or $67,775 at 6%; with 50% employer match about $67,775 at 4% or $45,183 at 6%; with 100% employer match about $50,831 at 4% or $33,887 at 6%.
2005198$3,293,199$433,148$4,420iApproximate average salary by contribution assumption: employee only about $110,497 at 4% or $73,665 at 6%; with 50% employer match about $73,665 at 4% or $49,110 at 6%; with 100% employer match about $55,248 at 4% or $36,832 at 6%.
George William Stephens, Jr., & Associates Inc., 401K Plan-98$3,293,199$433,148$4,420iApproximate average salary by contribution assumption: employee only about $110,497 at 4% or $73,665 at 6%; with 50% employer match about $73,665 at 4% or $49,110 at 6%; with 100% employer match about $55,248 at 4% or $36,832 at 6%.
2004199$3,080,907$325,595$3,289iApproximate average salary by contribution assumption: employee only about $82,221 at 4% or $54,814 at 6%; with 50% employer match about $54,814 at 4% or $36,543 at 6%; with 100% employer match about $41,110 at 4% or $27,407 at 6%.
George William Stephens, Jr., & Associates Inc., 401K Plan-99$3,080,907$325,595$3,289iApproximate average salary by contribution assumption: employee only about $82,221 at 4% or $54,814 at 6%; with 50% employer match about $54,814 at 4% or $36,543 at 6%; with 100% employer match about $41,110 at 4% or $27,407 at 6%.
2003189$2,701,782$432,469$4,859iApproximate average salary by contribution assumption: employee only about $121,480 at 4% or $80,987 at 6%; with 50% employer match about $80,987 at 4% or $53,991 at 6%; with 100% employer match about $60,740 at 4% or $40,493 at 6%.
George William Stephens, Jr., & Associates Inc., 401K Plan-89$2,701,782$432,469$4,859iApproximate average salary by contribution assumption: employee only about $121,480 at 4% or $80,987 at 6%; with 50% employer match about $80,987 at 4% or $53,991 at 6%; with 100% employer match about $60,740 at 4% or $40,493 at 6%.
2002182$1,619,486$315,432$3,847iApproximate average salary by contribution assumption: employee only about $96,168 at 4% or $64,112 at 6%; with 50% employer match about $64,112 at 4% or $42,741 at 6%; with 100% employer match about $48,084 at 4% or $32,056 at 6%.
George William Stephens, Jr., & Associates Inc., 401K Plan-82$1,619,486$315,432$3,847iApproximate average salary by contribution assumption: employee only about $96,168 at 4% or $64,112 at 6%; with 50% employer match about $64,112 at 4% or $42,741 at 6%; with 100% employer match about $48,084 at 4% or $32,056 at 6%.
2001175$1,565,301$300,956$4,013iApproximate average salary by contribution assumption: employee only about $100,319 at 4% or $66,879 at 6%; with 50% employer match about $66,879 at 4% or $44,586 at 6%; with 100% employer match about $50,159 at 4% or $33,440 at 6%.
George William Stephens, Jr., & Associates Inc., 401K Plan-75$1,565,301$300,956$4,013iApproximate average salary by contribution assumption: employee only about $100,319 at 4% or $66,879 at 6%; with 50% employer match about $66,879 at 4% or $44,586 at 6%; with 100% employer match about $50,159 at 4% or $33,440 at 6%.
2000175$1,585,827$292,257$3,897iApproximate average salary by contribution assumption: employee only about $97,419 at 4% or $64,946 at 6%; with 50% employer match about $64,946 at 4% or $43,297 at 6%; with 100% employer match about $48,710 at 4% or $32,473 at 6%.
George William Stephens, Jr., & Associates Inc., 401K Plan-75$1,585,827$292,257$3,897iApproximate average salary by contribution assumption: employee only about $97,419 at 4% or $64,946 at 6%; with 50% employer match about $64,946 at 4% or $43,297 at 6%; with 100% employer match about $48,710 at 4% or $32,473 at 6%.
1999168$1,517,713$296,970$4,367iApproximate average salary by contribution assumption: employee only about $109,180 at 4% or $72,787 at 6%; with 50% employer match about $72,787 at 4% or $48,525 at 6%; with 100% employer match about $54,590 at 4% or $36,393 at 6%.
George William Stephens, Jr., & Associates Inc., 401K Plan-68$1,517,713$296,970$4,367iApproximate average salary by contribution assumption: employee only about $109,180 at 4% or $72,787 at 6%; with 50% employer match about $72,787 at 4% or $48,525 at 6%; with 100% employer match about $54,590 at 4% or $36,393 at 6%.