Civic Intelligence

NORTH STEPHENSON, INC.

Plan context: NORTH STEPHENSON 401(K)

EIN 54-1376744 • Winchester, VA • 14 filings • 2 plans

234 Ezra LaneWinchester, VA 22603
Current Snapshot

Latest Year

2025

2025 Participants

21

2025 Assets

$850,950

2025 Contributions

$105,884

Historical Graphs

Total Assets Over Time

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

$2,011,878$1,005,939$0200020202025YearValue
$850,950Latest year 2025

Participants Over Time

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

26130200020192025YearValue
21Latest year 2025

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
2025121$850,950$105,884$5,042iApproximate average salary by contribution assumption: employee only about $126,052 at 4% or $84,035 at 6%; with 50% employer match about $84,035 at 4% or $56,023 at 6%; with 100% employer match about $63,026 at 4% or $42,017 at 6%.
NORTH STEPHENSON 401(K)-21$850,950$105,884$5,042iApproximate average salary by contribution assumption: employee only about $126,052 at 4% or $84,035 at 6%; with 50% employer match about $84,035 at 4% or $56,023 at 6%; with 100% employer match about $63,026 at 4% or $42,017 at 6%.
2024122$757,197$109,855$4,993iApproximate average salary by contribution assumption: employee only about $124,835 at 4% or $83,223 at 6%; with 50% employer match about $83,223 at 4% or $55,482 at 6%; with 100% employer match about $62,418 at 4% or $41,612 at 6%.
NORTH STEPHENSON 401(K)-22$757,197$109,855$4,993iApproximate average salary by contribution assumption: employee only about $124,835 at 4% or $83,223 at 6%; with 50% employer match about $83,223 at 4% or $55,482 at 6%; with 100% employer match about $62,418 at 4% or $41,612 at 6%.
2023123$578,433$107,197$4,661iApproximate average salary by contribution assumption: employee only about $116,518 at 4% or $77,679 at 6%; with 50% employer match about $77,679 at 4% or $51,786 at 6%; with 100% employer match about $58,259 at 4% or $38,839 at 6%.
NORTH STEPHENSON 401(K)-23$578,433$107,197$4,661iApproximate average salary by contribution assumption: employee only about $116,518 at 4% or $77,679 at 6%; with 50% employer match about $77,679 at 4% or $51,786 at 6%; with 100% employer match about $58,259 at 4% or $38,839 at 6%.
2022126$436,137$109,536$4,213iApproximate average salary by contribution assumption: employee only about $105,323 at 4% or $70,215 at 6%; with 50% employer match about $70,215 at 4% or $46,810 at 6%; with 100% employer match about $52,662 at 4% or $35,108 at 6%.
NORTH STEPHENSON 401(K)-26$436,137$109,536$4,213iApproximate average salary by contribution assumption: employee only about $105,323 at 4% or $70,215 at 6%; with 50% employer match about $70,215 at 4% or $46,810 at 6%; with 100% employer match about $52,662 at 4% or $35,108 at 6%.
2021125$430,756$118,357$4,734iApproximate average salary by contribution assumption: employee only about $118,357 at 4% or $78,905 at 6%; with 50% employer match about $78,905 at 4% or $52,603 at 6%; with 100% employer match about $59,178 at 4% or $39,452 at 6%.
NORTH STEPHENSON 401(K)-25$430,756$118,357$4,734iApproximate average salary by contribution assumption: employee only about $118,357 at 4% or $78,905 at 6%; with 50% employer match about $78,905 at 4% or $52,603 at 6%; with 100% employer match about $59,178 at 4% or $39,452 at 6%.
2020124$273,585$113,437$4,727iApproximate average salary by contribution assumption: employee only about $118,164 at 4% or $78,776 at 6%; with 50% employer match about $78,776 at 4% or $52,517 at 6%; with 100% employer match about $59,082 at 4% or $39,388 at 6%.
NORTH STEPHENSON 401(K)-24$273,585$113,437$4,727iApproximate average salary by contribution assumption: employee only about $118,164 at 4% or $78,776 at 6%; with 50% employer match about $78,776 at 4% or $52,517 at 6%; with 100% employer match about $59,082 at 4% or $39,388 at 6%.
2019122$126,982$121,289$5,513iApproximate average salary by contribution assumption: employee only about $137,828 at 4% or $91,886 at 6%; with 50% employer match about $91,886 at 4% or $61,257 at 6%; with 100% employer match about $68,914 at 4% or $45,943 at 6%.
NORTH STEPHENSON 401(K)-22$126,982$121,289$5,513iApproximate average salary by contribution assumption: employee only about $137,828 at 4% or $91,886 at 6%; with 50% employer match about $91,886 at 4% or $61,257 at 6%; with 100% employer match about $68,914 at 4% or $45,943 at 6%.
200810$0$0-
NORTH STEPHENSON, INC. PROFIT SHARING PLAN-0---
2007122$0$0-
NORTH STEPHENSON, INC. PROFIT SHARING PLAN-22---
2006122$2,011,878$62,907$2,859iApproximate average salary by contribution assumption: employee only about $71,485 at 4% or $47,657 at 6%; with 50% employer match about $47,657 at 4% or $31,771 at 6%; with 100% employer match about $35,743 at 4% or $23,828 at 6%.
NORTH STEPHENSON, INC. PROFIT SHARING PLAN-22$2,011,878$62,907$2,859iApproximate average salary by contribution assumption: employee only about $71,485 at 4% or $47,657 at 6%; with 50% employer match about $47,657 at 4% or $31,771 at 6%; with 100% employer match about $35,743 at 4% or $23,828 at 6%.
2005123$1,799,826$65,717$2,857iApproximate average salary by contribution assumption: employee only about $71,432 at 4% or $47,621 at 6%; with 50% employer match about $47,621 at 4% or $31,747 at 6%; with 100% employer match about $35,716 at 4% or $23,811 at 6%.
NORTH STEPHENSON, INC. PROFIT SHARING PLAN-23$1,799,826$65,717$2,857iApproximate average salary by contribution assumption: employee only about $71,432 at 4% or $47,621 at 6%; with 50% employer match about $47,621 at 4% or $31,747 at 6%; with 100% employer match about $35,716 at 4% or $23,811 at 6%.
2003124$1,474,513$41,683$1,737iApproximate average salary by contribution assumption: employee only about $43,420 at 4% or $28,947 at 6%; with 50% employer match about $28,947 at 4% or $19,298 at 6%; with 100% employer match about $21,710 at 4% or $14,473 at 6%.
NORTH STEPHENSON, INC. PROFIT SHARING PLAN-24$1,474,513$41,683$1,737iApproximate average salary by contribution assumption: employee only about $43,420 at 4% or $28,947 at 6%; with 50% employer match about $28,947 at 4% or $19,298 at 6%; with 100% employer match about $21,710 at 4% or $14,473 at 6%.
2001122$0$0-
NORTH STEPHENSON, INC. PROFIT SHARING PLAN-22---
2000122$1,689,611$43,604$1,982iApproximate average salary by contribution assumption: employee only about $49,550 at 4% or $33,033 at 6%; with 50% employer match about $33,033 at 4% or $22,022 at 6%; with 100% employer match about $24,775 at 4% or $16,517 at 6%.
NORTH STEPHENSON, INC. PROFIT SHARING PLAN-22$1,689,611$43,604$1,982iApproximate average salary by contribution assumption: employee only about $49,550 at 4% or $33,033 at 6%; with 50% employer match about $33,033 at 4% or $22,022 at 6%; with 100% employer match about $24,775 at 4% or $16,517 at 6%.