Civic Intelligence

Stonebridge Associates Inc

Plan context: Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust

EIN 52-1812911 • Bethesda, MD • 26 filings • 7 plans

7373 Wisconsin Ave., Suite 700Bethesda, MD 20814
Current Snapshot

Latest Year

2024

2024 Participants

48

2024 Assets

$12,386,699

2024 Contributions

$748,073

Historical Graphs

Total Assets Over Time

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

$16,272,947$8,136,474$0199920122024YearValue
$12,386,699Latest year 2024

Participants Over Time

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

57290199920122024YearValue
48Latest 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
2024148$12,386,699$748,073$15,585iApproximate average salary by contribution assumption: employee only about $389,621 at 4% or $259,748 at 6%; with 50% employer match about $259,748 at 4% or $173,165 at 6%; with 100% employer match about $194,811 at 4% or $129,874 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-48$12,386,699$748,073$15,585iApproximate average salary by contribution assumption: employee only about $389,621 at 4% or $259,748 at 6%; with 50% employer match about $259,748 at 4% or $173,165 at 6%; with 100% employer match about $194,811 at 4% or $129,874 at 6%.
2023152$12,769,392$850,747$16,361iApproximate average salary by contribution assumption: employee only about $409,013 at 4% or $272,675 at 6%; with 50% employer match about $272,675 at 4% or $181,784 at 6%; with 100% employer match about $204,506 at 4% or $136,338 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-52$12,769,392$850,747$16,361iApproximate average salary by contribution assumption: employee only about $409,013 at 4% or $272,675 at 6%; with 50% employer match about $272,675 at 4% or $181,784 at 6%; with 100% employer match about $204,506 at 4% or $136,338 at 6%.
2022152$13,169,926$1,045,589$20,107iApproximate average salary by contribution assumption: employee only about $502,687 at 4% or $335,125 at 6%; with 50% employer match about $335,125 at 4% or $223,416 at 6%; with 100% employer match about $251,344 at 4% or $167,562 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-52$13,169,926$1,045,589$20,107iApproximate average salary by contribution assumption: employee only about $502,687 at 4% or $335,125 at 6%; with 50% employer match about $335,125 at 4% or $223,416 at 6%; with 100% employer match about $251,344 at 4% or $167,562 at 6%.
2021157$16,272,947$914,944$16,052iApproximate average salary by contribution assumption: employee only about $401,291 at 4% or $267,527 at 6%; with 50% employer match about $267,527 at 4% or $178,352 at 6%; with 100% employer match about $200,646 at 4% or $133,764 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-57$16,272,947$914,944$16,052iApproximate average salary by contribution assumption: employee only about $401,291 at 4% or $267,527 at 6%; with 50% employer match about $267,527 at 4% or $178,352 at 6%; with 100% employer match about $200,646 at 4% or $133,764 at 6%.
2020154$13,247,787$776,239$14,375iApproximate average salary by contribution assumption: employee only about $359,370 at 4% or $239,580 at 6%; with 50% employer match about $239,580 at 4% or $159,720 at 6%; with 100% employer match about $179,685 at 4% or $119,790 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-54$13,247,787$776,239$14,375iApproximate average salary by contribution assumption: employee only about $359,370 at 4% or $239,580 at 6%; with 50% employer match about $239,580 at 4% or $159,720 at 6%; with 100% employer match about $179,685 at 4% or $119,790 at 6%.
2019141$11,058,542$304,210$7,420iApproximate average salary by contribution assumption: employee only about $185,494 at 4% or $123,663 at 6%; with 50% employer match about $123,663 at 4% or $82,442 at 6%; with 100% employer match about $92,747 at 4% or $61,831 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-41$11,058,542$304,210$7,420iApproximate average salary by contribution assumption: employee only about $185,494 at 4% or $123,663 at 6%; with 50% employer match about $123,663 at 4% or $82,442 at 6%; with 100% employer match about $92,747 at 4% or $61,831 at 6%.
2018136$8,747,813$1,791,293$49,758iApproximate average salary by contribution assumption: employee only about $1,243,953 at 4% or $829,302 at 6%; with 50% employer match about $829,302 at 4% or $552,868 at 6%; with 100% employer match about $621,977 at 4% or $414,651 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-36$8,747,813$1,791,293$49,758iApproximate average salary by contribution assumption: employee only about $1,243,953 at 4% or $829,302 at 6%; with 50% employer match about $829,302 at 4% or $552,868 at 6%; with 100% employer match about $621,977 at 4% or $414,651 at 6%.
2017135$7,714,565$651,548$18,616iApproximate average salary by contribution assumption: employee only about $465,391 at 4% or $310,261 at 6%; with 50% employer match about $310,261 at 4% or $206,841 at 6%; with 100% employer match about $232,696 at 4% or $155,130 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-35$7,714,565$651,548$18,616iApproximate average salary by contribution assumption: employee only about $465,391 at 4% or $310,261 at 6%; with 50% employer match about $310,261 at 4% or $206,841 at 6%; with 100% employer match about $232,696 at 4% or $155,130 at 6%.
2016139$5,949,825$601,124$15,413iApproximate average salary by contribution assumption: employee only about $385,336 at 4% or $256,891 at 6%; with 50% employer match about $256,891 at 4% or $171,260 at 6%; with 100% employer match about $192,668 at 4% or $128,445 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-39$5,949,825$601,124$15,413iApproximate average salary by contribution assumption: employee only about $385,336 at 4% or $256,891 at 6%; with 50% employer match about $256,891 at 4% or $171,260 at 6%; with 100% employer match about $192,668 at 4% or $128,445 at 6%.
2015137$5,864,272$615,823$16,644iApproximate average salary by contribution assumption: employee only about $416,097 at 4% or $277,398 at 6%; with 50% employer match about $277,398 at 4% or $184,932 at 6%; with 100% employer match about $208,048 at 4% or $138,699 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-37$5,864,272$615,823$16,644iApproximate average salary by contribution assumption: employee only about $416,097 at 4% or $277,398 at 6%; with 50% employer match about $277,398 at 4% or $184,932 at 6%; with 100% employer match about $208,048 at 4% or $138,699 at 6%.
2014136$5,440,550$593,049$16,474iApproximate average salary by contribution assumption: employee only about $411,840 at 4% or $274,560 at 6%; with 50% employer match about $274,560 at 4% or $183,040 at 6%; with 100% employer match about $205,920 at 4% or $137,280 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-36$5,440,550$593,049$16,474iApproximate average salary by contribution assumption: employee only about $411,840 at 4% or $274,560 at 6%; with 50% employer match about $274,560 at 4% or $183,040 at 6%; with 100% employer match about $205,920 at 4% or $137,280 at 6%.
2013132$4,678,601$549,384$17,168iApproximate average salary by contribution assumption: employee only about $429,206 at 4% or $286,138 at 6%; with 50% employer match about $286,138 at 4% or $190,758 at 6%; with 100% employer match about $214,603 at 4% or $143,069 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-32$4,678,601$549,384$17,168iApproximate average salary by contribution assumption: employee only about $429,206 at 4% or $286,138 at 6%; with 50% employer match about $286,138 at 4% or $190,758 at 6%; with 100% employer match about $214,603 at 4% or $143,069 at 6%.
2012125$3,575,109$237,854$9,514iApproximate average salary by contribution assumption: employee only about $237,854 at 4% or $158,569 at 6%; with 50% employer match about $158,569 at 4% or $105,713 at 6%; with 100% employer match about $118,927 at 4% or $79,285 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-25$3,575,109$237,854$9,514iApproximate average salary by contribution assumption: employee only about $237,854 at 4% or $158,569 at 6%; with 50% employer match about $158,569 at 4% or $105,713 at 6%; with 100% employer match about $118,927 at 4% or $79,285 at 6%.
2011125$4,020,985$413,894$16,556iApproximate average salary by contribution assumption: employee only about $413,894 at 4% or $275,929 at 6%; with 50% employer match about $275,929 at 4% or $183,953 at 6%; with 100% employer match about $206,947 at 4% or $137,965 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-25$4,020,985$413,894$16,556iApproximate average salary by contribution assumption: employee only about $413,894 at 4% or $275,929 at 6%; with 50% employer match about $275,929 at 4% or $183,953 at 6%; with 100% employer match about $206,947 at 4% or $137,965 at 6%.
2010115$3,729,708$377,370$25,158iApproximate average salary by contribution assumption: employee only about $628,950 at 4% or $419,300 at 6%; with 50% employer match about $419,300 at 4% or $279,533 at 6%; with 100% employer match about $314,475 at 4% or $209,650 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-15$3,729,708$377,370$25,158iApproximate average salary by contribution assumption: employee only about $628,950 at 4% or $419,300 at 6%; with 50% employer match about $419,300 at 4% or $279,533 at 6%; with 100% employer match about $314,475 at 4% or $209,650 at 6%.
2009113$2,874,572$417,569$32,121iApproximate average salary by contribution assumption: employee only about $803,017 at 4% or $535,345 at 6%; with 50% employer match about $535,345 at 4% or $356,897 at 6%; with 100% employer match about $401,509 at 4% or $267,672 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-13$2,874,572$417,569$32,121iApproximate average salary by contribution assumption: employee only about $803,017 at 4% or $535,345 at 6%; with 50% employer match about $535,345 at 4% or $356,897 at 6%; with 100% employer match about $401,509 at 4% or $267,672 at 6%.
2008116$1,915,900$317,889$19,868iApproximate average salary by contribution assumption: employee only about $496,702 at 4% or $331,134 at 6%; with 50% employer match about $331,134 at 4% or $220,756 at 6%; with 100% employer match about $248,351 at 4% or $165,567 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-16$1,915,900$317,889$19,868iApproximate average salary by contribution assumption: employee only about $496,702 at 4% or $331,134 at 6%; with 50% employer match about $331,134 at 4% or $220,756 at 6%; with 100% employer match about $248,351 at 4% or $165,567 at 6%.
2007110$0$0-
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-10---
200617$1,983,238$179,596$25,657iApproximate average salary by contribution assumption: employee only about $641,414 at 4% or $427,610 at 6%; with 50% employer match about $427,610 at 4% or $285,073 at 6%; with 100% employer match about $320,707 at 4% or $213,805 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-7$1,983,238$179,596$25,657iApproximate average salary by contribution assumption: employee only about $641,414 at 4% or $427,610 at 6%; with 50% employer match about $427,610 at 4% or $285,073 at 6%; with 100% employer match about $320,707 at 4% or $213,805 at 6%.
200519$1,684,119$207,976$23,108iApproximate average salary by contribution assumption: employee only about $577,711 at 4% or $385,141 at 6%; with 50% employer match about $385,141 at 4% or $256,760 at 6%; with 100% employer match about $288,856 at 4% or $192,570 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-9$1,684,119$207,976$23,108iApproximate average salary by contribution assumption: employee only about $577,711 at 4% or $385,141 at 6%; with 50% employer match about $385,141 at 4% or $256,760 at 6%; with 100% employer match about $288,856 at 4% or $192,570 at 6%.
2004110$1,351,102$189,484$18,948iApproximate average salary by contribution assumption: employee only about $473,710 at 4% or $315,807 at 6%; with 50% employer match about $315,807 at 4% or $210,538 at 6%; with 100% employer match about $236,855 at 4% or $157,903 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-10$1,351,102$189,484$18,948iApproximate average salary by contribution assumption: employee only about $473,710 at 4% or $315,807 at 6%; with 50% employer match about $315,807 at 4% or $210,538 at 6%; with 100% employer match about $236,855 at 4% or $157,903 at 6%.
200318$1,028,274$170,775$21,347iApproximate average salary by contribution assumption: employee only about $533,672 at 4% or $355,781 at 6%; with 50% employer match about $355,781 at 4% or $237,188 at 6%; with 100% employer match about $266,836 at 4% or $177,891 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-8$1,028,274$170,775$21,347iApproximate average salary by contribution assumption: employee only about $533,672 at 4% or $355,781 at 6%; with 50% employer match about $355,781 at 4% or $237,188 at 6%; with 100% employer match about $266,836 at 4% or $177,891 at 6%.
200218$658,220$153,189$19,149iApproximate average salary by contribution assumption: employee only about $478,716 at 4% or $319,144 at 6%; with 50% employer match about $319,144 at 4% or $212,763 at 6%; with 100% employer match about $239,358 at 4% or $159,572 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-8$658,220$153,189$19,149iApproximate average salary by contribution assumption: employee only about $478,716 at 4% or $319,144 at 6%; with 50% employer match about $319,144 at 4% or $212,763 at 6%; with 100% employer match about $239,358 at 4% or $159,572 at 6%.
200118$571,684$127,303$15,913iApproximate average salary by contribution assumption: employee only about $397,822 at 4% or $265,215 at 6%; with 50% employer match about $265,215 at 4% or $176,810 at 6%; with 100% employer match about $198,911 at 4% or $132,607 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-8$571,684$127,303$15,913iApproximate average salary by contribution assumption: employee only about $397,822 at 4% or $265,215 at 6%; with 50% employer match about $265,215 at 4% or $176,810 at 6%; with 100% employer match about $198,911 at 4% or $132,607 at 6%.
200018$703,392$132,615$16,577iApproximate average salary by contribution assumption: employee only about $414,422 at 4% or $276,281 at 6%; with 50% employer match about $276,281 at 4% or $184,188 at 6%; with 100% employer match about $207,211 at 4% or $138,141 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-8$703,392$132,615$16,577iApproximate average salary by contribution assumption: employee only about $414,422 at 4% or $276,281 at 6%; with 50% employer match about $276,281 at 4% or $184,188 at 6%; with 100% employer match about $207,211 at 4% or $138,141 at 6%.
199917$598,989$98,686$14,098iApproximate average salary by contribution assumption: employee only about $352,450 at 4% or $234,967 at 6%; with 50% employer match about $234,967 at 4% or $156,644 at 6%; with 100% employer match about $176,225 at 4% or $117,483 at 6%.
Stonebridge Associates Inc 401(K) Profit Sharing Plan Trust-7$598,989$98,686$14,098iApproximate average salary by contribution assumption: employee only about $352,450 at 4% or $234,967 at 6%; with 50% employer match about $234,967 at 4% or $156,644 at 6%; with 100% employer match about $176,225 at 4% or $117,483 at 6%.