Stewart and Stewart
Plan context: Stewart and Stewart Salary Savings Plan
EIN 52-1466574 • Chevy Chase, MD • 27 filings • 3 plans
Current Snapshot
Latest Year
2020
2020 Participants
14
2020 Assets
$2,050,502
2020 Contributions
$133,356
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 | $0 | - |
| Stewart and Stewart Salary Savings Plan | - | 0 | $0 | $0 | - |
| 2019 | 1 | 14 | $2,050,502 | $133,356 | $9,525iApproximate average salary by contribution assumption: employee only about $238,136 at 4% or $158,757 at 6%; with 50% employer match about $158,757 at 4% or $105,838 at 6%; with 100% employer match about $119,068 at 4% or $79,379 at 6%. |
| Stewart and Stewart Salary Savings Plan | - | 14 | $2,050,502 | $133,356 | $9,525iApproximate average salary by contribution assumption: employee only about $238,136 at 4% or $158,757 at 6%; with 50% employer match about $158,757 at 4% or $105,838 at 6%; with 100% employer match about $119,068 at 4% or $79,379 at 6%. |
| 2018 | 1 | 28 | $6,107,155 | $196,224 | $7,008iApproximate average salary by contribution assumption: employee only about $175,200 at 4% or $116,800 at 6%; with 50% employer match about $116,800 at 4% or $77,867 at 6%; with 100% employer match about $87,600 at 4% or $58,400 at 6%. |
| Stewart and Stewart Salary Savings Plan | - | 28 | $6,107,155 | $196,224 | $7,008iApproximate average salary by contribution assumption: employee only about $175,200 at 4% or $116,800 at 6%; with 50% employer match about $116,800 at 4% or $77,867 at 6%; with 100% employer match about $87,600 at 4% or $58,400 at 6%. |
| 2017 | 1 | 28 | $6,455,470 | $206,968 | $7,392iApproximate average salary by contribution assumption: employee only about $184,793 at 4% or $123,195 at 6%; with 50% employer match about $123,195 at 4% or $82,130 at 6%; with 100% employer match about $92,396 at 4% or $61,598 at 6%. |
| Stewart and Stewart Salary Savings Plan | - | 28 | $6,455,470 | $206,968 | $7,392iApproximate average salary by contribution assumption: employee only about $184,793 at 4% or $123,195 at 6%; with 50% employer match about $123,195 at 4% or $82,130 at 6%; with 100% employer match about $92,396 at 4% or $61,598 at 6%. |
| 2016 | 1 | 26 | $5,227,505 | $196,030 | $7,540iApproximate average salary by contribution assumption: employee only about $188,490 at 4% or $125,660 at 6%; with 50% employer match about $125,660 at 4% or $83,774 at 6%; with 100% employer match about $94,245 at 4% or $62,830 at 6%. |
| Stewart and Stewart Salary Savings Plan | - | 26 | $5,227,505 | $196,030 | $7,540iApproximate average salary by contribution assumption: employee only about $188,490 at 4% or $125,660 at 6%; with 50% employer match about $125,660 at 4% or $83,774 at 6%; with 100% employer match about $94,245 at 4% or $62,830 at 6%. |
| 2015 | 1 | 29 | $4,948,380 | $201,145 | $6,936iApproximate average salary by contribution assumption: employee only about $173,401 at 4% or $115,601 at 6%; with 50% employer match about $115,601 at 4% or $77,067 at 6%; with 100% employer match about $86,700 at 4% or $57,800 at 6%. |
| Stewart and Stewart Salary Savings Plan | - | 29 | $4,948,380 | $201,145 | $6,936iApproximate average salary by contribution assumption: employee only about $173,401 at 4% or $115,601 at 6%; with 50% employer match about $115,601 at 4% or $77,067 at 6%; with 100% employer match about $86,700 at 4% or $57,800 at 6%. |
| 2014 | 1 | 29 | $5,276,765 | $216,174 | $7,454iApproximate average salary by contribution assumption: employee only about $186,357 at 4% or $124,238 at 6%; with 50% employer match about $124,238 at 4% or $82,825 at 6%; with 100% employer match about $93,178 at 4% or $62,119 at 6%. |
| Stewart and Stewart Salary Savings Plan | - | 29 | $5,276,765 | $216,174 | $7,454iApproximate average salary by contribution assumption: employee only about $186,357 at 4% or $124,238 at 6%; with 50% employer match about $124,238 at 4% or $82,825 at 6%; with 100% employer match about $93,178 at 4% or $62,119 at 6%. |
| 2013 | 1 | 36 | $5,846,997 | $307,246 | $8,535iApproximate average salary by contribution assumption: employee only about $213,365 at 4% or $142,244 at 6%; with 50% employer match about $142,244 at 4% or $94,829 at 6%; with 100% employer match about $106,683 at 4% or $71,122 at 6%. |
| Stewart and Stewart Salary Savings Plan | - | 36 | $5,846,997 | $307,246 | $8,535iApproximate average salary by contribution assumption: employee only about $213,365 at 4% or $142,244 at 6%; with 50% employer match about $142,244 at 4% or $94,829 at 6%; with 100% employer match about $106,683 at 4% or $71,122 at 6%. |
| 2012 | 2 | 36 | $10,060,424 | $571,734 | $15,882iApproximate average salary by contribution assumption: employee only about $397,038 at 4% or $264,692 at 6%; with 50% employer match about $264,692 at 4% or $176,461 at 6%; with 100% employer match about $198,519 at 4% or $132,346 at 6%. |
| Eugene L. Stewart Retirement Plan | - | 36 | $5,045,063 | $285,867 | $7,941iApproximate average salary by contribution assumption: employee only about $198,519 at 4% or $132,346 at 6%; with 50% employer match about $132,346 at 4% or $88,231 at 6%; with 100% employer match about $99,259 at 4% or $66,173 at 6%. |
| Stewart and Stewart Salary Savings Plan | - | 36 | $5,015,361 | $285,867 | $7,941iApproximate average salary by contribution assumption: employee only about $198,519 at 4% or $132,346 at 6%; with 50% employer match about $132,346 at 4% or $88,231 at 6%; with 100% employer match about $99,259 at 4% or $66,173 at 6%. |
| 2011 | 1 | 34 | $4,393,604 | $268,675 | $7,902iApproximate average salary by contribution assumption: employee only about $197,555 at 4% or $131,703 at 6%; with 50% employer match about $131,703 at 4% or $87,802 at 6%; with 100% employer match about $98,778 at 4% or $65,852 at 6%. |
| Eugene L. Stewart Retirement Plan | - | 34 | $4,393,604 | $268,675 | $7,902iApproximate average salary by contribution assumption: employee only about $197,555 at 4% or $131,703 at 6%; with 50% employer match about $131,703 at 4% or $87,802 at 6%; with 100% employer match about $98,778 at 4% or $65,852 at 6%. |
| 2010 | 1 | 32 | $4,221,255 | $247,287 | $7,728iApproximate average salary by contribution assumption: employee only about $193,193 at 4% or $128,795 at 6%; with 50% employer match about $128,795 at 4% or $85,864 at 6%; with 100% employer match about $96,596 at 4% or $64,398 at 6%. |
| Eugene L. Stewart Retirement Plan | - | 32 | $4,221,255 | $247,287 | $7,728iApproximate average salary by contribution assumption: employee only about $193,193 at 4% or $128,795 at 6%; with 50% employer match about $128,795 at 4% or $85,864 at 6%; with 100% employer match about $96,596 at 4% or $64,398 at 6%. |
| 2009 | 1 | 34 | $3,473,626 | $269,679 | $7,932iApproximate average salary by contribution assumption: employee only about $198,293 at 4% or $132,196 at 6%; with 50% employer match about $132,196 at 4% or $88,130 at 6%; with 100% employer match about $99,147 at 4% or $66,098 at 6%. |
| Stewart and Stewart Salary Savings Plan | - | 34 | $3,473,626 | $269,679 | $7,932iApproximate average salary by contribution assumption: employee only about $198,293 at 4% or $132,196 at 6%; with 50% employer match about $132,196 at 4% or $88,130 at 6%; with 100% employer match about $99,147 at 4% or $66,098 at 6%. |
| 2008 | 1 | 33 | $0 | $0 | - |
| Stewart and Stewart Salary Savings Plan | - | 33 | - | - | - |
| 2007 | 1 | 25 | $0 | $0 | - |
| Stewart and Stewart Salary Savings Plan | - | 25 | - | - | - |
| 2006 | 1 | 27 | $3,291,162 | $245,525 | $9,094iApproximate average salary by contribution assumption: employee only about $227,338 at 4% or $151,559 at 6%; with 50% employer match about $151,559 at 4% or $101,039 at 6%; with 100% employer match about $113,669 at 4% or $75,779 at 6%. |
| Stewart and Stewart Salary Savings Plan | - | 27 | $3,291,162 | $245,525 | $9,094iApproximate average salary by contribution assumption: employee only about $227,338 at 4% or $151,559 at 6%; with 50% employer match about $151,559 at 4% or $101,039 at 6%; with 100% employer match about $113,669 at 4% or $75,779 at 6%. |
| 2005 | 1 | 27 | $2,584,326 | $190,617 | $7,060iApproximate average salary by contribution assumption: employee only about $176,497 at 4% or $117,665 at 6%; with 50% employer match about $117,665 at 4% or $78,443 at 6%; with 100% employer match about $88,249 at 4% or $58,832 at 6%. |
| Stewart and Stewart Salary Savings Plan | - | 27 | $2,584,326 | $190,617 | $7,060iApproximate average salary by contribution assumption: employee only about $176,497 at 4% or $117,665 at 6%; with 50% employer match about $117,665 at 4% or $78,443 at 6%; with 100% employer match about $88,249 at 4% or $58,832 at 6%. |
| 2004 | 1 | 25 | $2,250,666 | $170,839 | $6,834iApproximate average salary by contribution assumption: employee only about $170,839 at 4% or $113,893 at 6%; with 50% employer match about $113,893 at 4% or $75,928 at 6%; with 100% employer match about $85,420 at 4% or $56,946 at 6%. |
| Stewart and Stewart Salary Savings Plan | - | 25 | $2,250,666 | $170,839 | $6,834iApproximate average salary by contribution assumption: employee only about $170,839 at 4% or $113,893 at 6%; with 50% employer match about $113,893 at 4% or $75,928 at 6%; with 100% employer match about $85,420 at 4% or $56,946 at 6%. |
| 2003 | 1 | 34 | $1,846,892 | $149,242 | $4,389iApproximate average salary by contribution assumption: employee only about $109,737 at 4% or $73,158 at 6%; with 50% employer match about $73,158 at 4% or $48,772 at 6%; with 100% employer match about $54,868 at 4% or $36,579 at 6%. |
| Stewart and Stewart Salary Savings Plan | - | 34 | $1,846,892 | $149,242 | $4,389iApproximate average salary by contribution assumption: employee only about $109,737 at 4% or $73,158 at 6%; with 50% employer match about $73,158 at 4% or $48,772 at 6%; with 100% employer match about $54,868 at 4% or $36,579 at 6%. |
| 2002 | 2 | 31 | $1,462,286 | $138,164 | $4,457iApproximate average salary by contribution assumption: employee only about $111,423 at 4% or $74,282 at 6%; with 50% employer match about $74,282 at 4% or $49,521 at 6%; with 100% employer match about $55,711 at 4% or $37,141 at 6%. |
| Stewart and Stewart Salary Savings Plan | - | 31 | $1,462,286 | $138,164 | $4,457iApproximate average salary by contribution assumption: employee only about $111,423 at 4% or $74,282 at 6%; with 50% employer match about $74,282 at 4% or $49,521 at 6%; with 100% employer match about $55,711 at 4% or $37,141 at 6%. |
| Eugene L. Stewart Retirement Plan | - | 29 | - | - | - |
| 2001 | 2 | 28 | $0 | $0 | - |
| Eugene L. Stewart Retirement Plan | - | 28 | - | - | - |
| Stewart and Stewart Salary Savings Plan | - | 24 | - | - | - |
| 2000 | 2 | 31 | $0 | $0 | - |
| Stewart and Stewart Salary Savings Plan | - | 31 | - | - | - |
| Eugene L. Stewart Retirement Plan | - | 27 | - | - | - |
| 1999 | 2 | 29 | $4,555,803 | $265,819 | $9,166iApproximate average salary by contribution assumption: employee only about $229,154 at 4% or $152,770 at 6%; with 50% employer match about $152,770 at 4% or $101,846 at 6%; with 100% employer match about $114,577 at 4% or $76,385 at 6%. |
| Eugene L. Stewart Retirement Plan | - | 28 | $3,017,374 | $128,517 | $4,590iApproximate average salary by contribution assumption: employee only about $114,747 at 4% or $76,498 at 6%; with 50% employer match about $76,498 at 4% or $50,999 at 6%; with 100% employer match about $57,374 at 4% or $38,249 at 6%. |
| Stewart and Stewart Salary Savings Plan | - | 29 | $1,538,429 | $137,302 | $4,735iApproximate average salary by contribution assumption: employee only about $118,364 at 4% or $78,909 at 6%; with 50% employer match about $78,909 at 4% or $52,606 at 6%; with 100% employer match about $59,182 at 4% or $39,455 at 6%. |