Steven D. Bell & Company
Plan context: Steven D. Bell & Company 401K Retirement Plan
EIN 56-1148631 • 52 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
2,071
2024 Assets
$59,246,070
2024 Contributions
$10,387,862
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 2,071 | $59,246,070 | $10,387,862 | $5,016iApproximate average salary by contribution assumption: employee only about $125,397 at 4% or $83,598 at 6%; with 50% employer match about $83,598 at 4% or $55,732 at 6%; with 100% employer match about $62,698 at 4% or $41,799 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 2,071 | $59,246,070 | $10,387,862 | $5,016iApproximate average salary by contribution assumption: employee only about $125,397 at 4% or $83,598 at 6%; with 50% employer match about $83,598 at 4% or $55,732 at 6%; with 100% employer match about $62,698 at 4% or $41,799 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 1,984 | - | - | - |
| 2023 | 2 | 1,938 | $48,705,480 | $9,127,958 | $4,710iApproximate average salary by contribution assumption: employee only about $117,750 at 4% or $78,500 at 6%; with 50% employer match about $78,500 at 4% or $52,333 at 6%; with 100% employer match about $58,875 at 4% or $39,250 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 1,909 | $48,705,480 | $9,127,958 | $4,782iApproximate average salary by contribution assumption: employee only about $119,538 at 4% or $79,692 at 6%; with 50% employer match about $79,692 at 4% or $53,128 at 6%; with 100% employer match about $59,769 at 4% or $39,846 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 1,938 | - | - | - |
| 2022 | 2 | 1,810 | $41,166,661 | $7,498,401 | $4,143iApproximate average salary by contribution assumption: employee only about $103,569 at 4% or $69,046 at 6%; with 50% employer match about $69,046 at 4% or $46,031 at 6%; with 100% employer match about $51,785 at 4% or $34,523 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 1,810 | $41,166,661 | $7,498,401 | $4,143iApproximate average salary by contribution assumption: employee only about $103,569 at 4% or $69,046 at 6%; with 50% employer match about $69,046 at 4% or $46,031 at 6%; with 100% employer match about $51,785 at 4% or $34,523 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 1,774 | - | - | - |
| 2021 | 2 | 1,525 | $46,007,581 | $6,818,663 | $4,471iApproximate average salary by contribution assumption: employee only about $111,781 at 4% or $74,521 at 6%; with 50% employer match about $74,521 at 4% or $49,681 at 6%; with 100% employer match about $55,891 at 4% or $37,260 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 1,525 | $46,007,581 | $6,818,663 | $4,471iApproximate average salary by contribution assumption: employee only about $111,781 at 4% or $74,521 at 6%; with 50% employer match about $74,521 at 4% or $49,681 at 6%; with 100% employer match about $55,891 at 4% or $37,260 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 1,463 | - | - | - |
| 2020 | 2 | 1,461 | $38,790,035 | $5,294,827 | $3,624iApproximate average salary by contribution assumption: employee only about $90,603 at 4% or $60,402 at 6%; with 50% employer match about $60,402 at 4% or $40,268 at 6%; with 100% employer match about $45,301 at 4% or $30,201 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 1,461 | $38,790,035 | $5,294,827 | $3,624iApproximate average salary by contribution assumption: employee only about $90,603 at 4% or $60,402 at 6%; with 50% employer match about $60,402 at 4% or $40,268 at 6%; with 100% employer match about $45,301 at 4% or $30,201 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 1,412 | - | - | - |
| 2019 | 2 | 1,384 | $32,805,787 | $4,730,853 | $3,418iApproximate average salary by contribution assumption: employee only about $85,456 at 4% or $56,971 at 6%; with 50% employer match about $56,971 at 4% or $37,981 at 6%; with 100% employer match about $42,728 at 4% or $28,485 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 1,384 | $32,805,787 | $4,730,853 | $3,418iApproximate average salary by contribution assumption: employee only about $85,456 at 4% or $56,971 at 6%; with 50% employer match about $56,971 at 4% or $37,981 at 6%; with 100% employer match about $42,728 at 4% or $28,485 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 1,319 | - | - | - |
| 2018 | 2 | 1,143 | $26,389,817 | $5,162,304 | $4,516iApproximate average salary by contribution assumption: employee only about $112,911 at 4% or $75,274 at 6%; with 50% employer match about $75,274 at 4% or $50,183 at 6%; with 100% employer match about $56,456 at 4% or $37,637 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 1,143 | $26,389,817 | $5,162,304 | $4,516iApproximate average salary by contribution assumption: employee only about $112,911 at 4% or $75,274 at 6%; with 50% employer match about $75,274 at 4% or $50,183 at 6%; with 100% employer match about $56,456 at 4% or $37,637 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 892 | - | - | - |
| 2017 | 2 | 1,252 | $27,463,520 | $4,960,678 | $3,962iApproximate average salary by contribution assumption: employee only about $99,055 at 4% or $66,037 at 6%; with 50% employer match about $66,037 at 4% or $44,024 at 6%; with 100% employer match about $49,528 at 4% or $33,018 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 1,252 | $27,463,520 | $4,960,678 | $3,962iApproximate average salary by contribution assumption: employee only about $99,055 at 4% or $66,037 at 6%; with 50% employer match about $66,037 at 4% or $44,024 at 6%; with 100% employer match about $49,528 at 4% or $33,018 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 1,221 | - | - | - |
| 2016 | 2 | 1,439 | $21,327,777 | $3,945,195 | $2,742iApproximate average salary by contribution assumption: employee only about $68,541 at 4% or $45,694 at 6%; with 50% employer match about $45,694 at 4% or $30,462 at 6%; with 100% employer match about $34,270 at 4% or $22,847 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 1,436 | $21,327,777 | $3,945,195 | $2,747iApproximate average salary by contribution assumption: employee only about $68,684 at 4% or $45,789 at 6%; with 50% employer match about $45,789 at 4% or $30,526 at 6%; with 100% employer match about $34,342 at 4% or $22,895 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 1,439 | - | - | - |
| 2015 | 2 | 1,510 | $18,136,355 | $4,152,107 | $2,750iApproximate average salary by contribution assumption: employee only about $68,743 at 4% or $45,829 at 6%; with 50% employer match about $45,829 at 4% or $30,553 at 6%; with 100% employer match about $34,372 at 4% or $22,914 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 1,510 | $18,136,355 | $4,152,107 | $2,750iApproximate average salary by contribution assumption: employee only about $68,743 at 4% or $45,829 at 6%; with 50% employer match about $45,829 at 4% or $30,553 at 6%; with 100% employer match about $34,372 at 4% or $22,914 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 1,406 | - | - | - |
| 2014 | 2 | 1,623 | $16,667,265 | $3,593,517 | $2,214iApproximate average salary by contribution assumption: employee only about $55,353 at 4% or $36,902 at 6%; with 50% employer match about $36,902 at 4% or $24,601 at 6%; with 100% employer match about $27,677 at 4% or $18,451 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 1,623 | $16,667,265 | $3,593,517 | $2,214iApproximate average salary by contribution assumption: employee only about $55,353 at 4% or $36,902 at 6%; with 50% employer match about $36,902 at 4% or $24,601 at 6%; with 100% employer match about $27,677 at 4% or $18,451 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 1,492 | - | - | - |
| 2013 | 2 | 1,533 | $17,149,123 | $13,340,946 | $8,703iApproximate average salary by contribution assumption: employee only about $217,563 at 4% or $145,042 at 6%; with 50% employer match about $145,042 at 4% or $96,695 at 6%; with 100% employer match about $108,781 at 4% or $72,521 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 1,533 | $14,242,346 | $3,057,588 | $1,995iApproximate average salary by contribution assumption: employee only about $49,863 at 4% or $33,242 at 6%; with 50% employer match about $33,242 at 4% or $22,161 at 6%; with 100% employer match about $24,931 at 4% or $16,621 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 1,126 | $2,906,777 | $10,283,358 | $9,133iApproximate average salary by contribution assumption: employee only about $228,316 at 4% or $152,211 at 6%; with 50% employer match about $152,211 at 4% or $101,474 at 6%; with 100% employer match about $114,158 at 4% or $76,105 at 6%. |
| 2012 | 2 | 1,630 | $12,954,785 | $13,200,589 | $8,099iApproximate average salary by contribution assumption: employee only about $202,463 at 4% or $134,975 at 6%; with 50% employer match about $134,975 at 4% or $89,984 at 6%; with 100% employer match about $101,232 at 4% or $67,488 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 1,630 | $10,983,711 | $3,284,949 | $2,015iApproximate average salary by contribution assumption: employee only about $50,383 at 4% or $33,588 at 6%; with 50% employer match about $33,588 at 4% or $22,392 at 6%; with 100% employer match about $25,191 at 4% or $16,794 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 1,109 | $1,971,074 | $9,915,640 | $8,941iApproximate average salary by contribution assumption: employee only about $223,527 at 4% or $149,018 at 6%; with 50% employer match about $149,018 at 4% or $99,345 at 6%; with 100% employer match about $111,763 at 4% or $74,509 at 6%. |
| 2011 | 2 | 1,763 | $9,311,292 | $14,090,504 | $7,992iApproximate average salary by contribution assumption: employee only about $199,809 at 4% or $133,206 at 6%; with 50% employer match about $133,206 at 4% or $88,804 at 6%; with 100% employer match about $99,904 at 4% or $66,603 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 1,763 | $8,162,935 | $2,980,385 | $1,691iApproximate average salary by contribution assumption: employee only about $42,263 at 4% or $28,175 at 6%; with 50% employer match about $28,175 at 4% or $18,784 at 6%; with 100% employer match about $21,131 at 4% or $14,088 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 1,170 | $1,148,357 | $11,110,119 | $9,496iApproximate average salary by contribution assumption: employee only about $237,396 at 4% or $158,264 at 6%; with 50% employer match about $158,264 at 4% or $105,509 at 6%; with 100% employer match about $118,698 at 4% or $79,132 at 6%. |
| 2010 | 2 | 3,039 | $9,003,822 | $14,502,549 | $4,772iApproximate average salary by contribution assumption: employee only about $119,304 at 4% or $79,536 at 6%; with 50% employer match about $79,536 at 4% or $53,024 at 6%; with 100% employer match about $59,652 at 4% or $39,768 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 3,039 | $7,481,205 | $2,177,662 | $717iApproximate average salary by contribution assumption: employee only about $17,914 at 4% or $11,943 at 6%; with 50% employer match about $11,943 at 4% or $7,962 at 6%; with 100% employer match about $8,957 at 4% or $5,971 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 1,602 | $1,522,617 | $12,324,887 | $7,693iApproximate average salary by contribution assumption: employee only about $192,336 at 4% or $128,224 at 6%; with 50% employer match about $128,224 at 4% or $85,483 at 6%; with 100% employer match about $96,168 at 4% or $64,112 at 6%. |
| 2009 | 2 | 2,971 | $6,568,247 | $13,460,469 | $4,531iApproximate average salary by contribution assumption: employee only about $113,265 at 4% or $75,510 at 6%; with 50% employer match about $75,510 at 4% or $50,340 at 6%; with 100% employer match about $56,633 at 4% or $37,755 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 2,971 | $5,740,121 | $2,000,171 | $673iApproximate average salary by contribution assumption: employee only about $16,831 at 4% or $11,221 at 6%; with 50% employer match about $11,221 at 4% or $7,480 at 6%; with 100% employer match about $8,415 at 4% or $5,610 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 1,691 | $828,126 | $11,460,298 | $6,777iApproximate average salary by contribution assumption: employee only about $169,431 at 4% or $112,954 at 6%; with 50% employer match about $112,954 at 4% or $75,303 at 6%; with 100% employer match about $84,715 at 4% or $56,477 at 6%. |
| 2008 | 2 | 2,651 | $5,401,577 | $6,149,375 | $2,320iApproximate average salary by contribution assumption: employee only about $57,991 at 4% or $38,661 at 6%; with 50% employer match about $38,661 at 4% or $25,774 at 6%; with 100% employer match about $28,996 at 4% or $19,330 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 2,651 | $3,989,973 | $2,750,989 | $1,038iApproximate average salary by contribution assumption: employee only about $25,943 at 4% or $17,295 at 6%; with 50% employer match about $17,295 at 4% or $11,530 at 6%; with 100% employer match about $12,971 at 4% or $8,648 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 1,596 | $1,411,604 | $3,398,386 | $2,129iApproximate average salary by contribution assumption: employee only about $53,233 at 4% or $35,489 at 6%; with 50% employer match about $35,489 at 4% or $23,659 at 6%; with 100% employer match about $26,616 at 4% or $17,744 at 6%. |
| 2007 | 2 | 1,942 | $4,009,392 | $6,381,885 | $3,286iApproximate average salary by contribution assumption: employee only about $82,156 at 4% or $54,771 at 6%; with 50% employer match about $54,771 at 4% or $36,514 at 6%; with 100% employer match about $41,078 at 4% or $27,385 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 1,942 | $2,963,209 | $904,454 | $466iApproximate average salary by contribution assumption: employee only about $11,643 at 4% or $7,762 at 6%; with 50% employer match about $7,762 at 4% or $5,175 at 6%; with 100% employer match about $5,822 at 4% or $3,881 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 1,076 | $1,046,183 | $5,477,431 | $5,091iApproximate average salary by contribution assumption: employee only about $127,264 at 4% or $84,842 at 6%; with 50% employer match about $84,842 at 4% or $56,562 at 6%; with 100% employer match about $63,632 at 4% or $42,421 at 6%. |
| 2006 | 2 | 1,825 | $3,153,985 | $4,469,026 | $2,449iApproximate average salary by contribution assumption: employee only about $61,220 at 4% or $40,813 at 6%; with 50% employer match about $40,813 at 4% or $27,209 at 6%; with 100% employer match about $30,610 at 4% or $20,407 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 1,825 | $2,509,962 | $1,026,564 | $563iApproximate average salary by contribution assumption: employee only about $14,063 at 4% or $9,375 at 6%; with 50% employer match about $9,375 at 4% or $6,250 at 6%; with 100% employer match about $7,031 at 4% or $4,688 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 583 | $644,023 | $3,442,462 | $5,905iApproximate average salary by contribution assumption: employee only about $147,618 at 4% or $98,412 at 6%; with 50% employer match about $98,412 at 4% or $65,608 at 6%; with 100% employer match about $73,809 at 4% or $49,206 at 6%. |
| 2005 | 2 | 559 | $1,939,807 | $2,320,338 | $4,151iApproximate average salary by contribution assumption: employee only about $103,772 at 4% or $69,181 at 6%; with 50% employer match about $69,181 at 4% or $46,121 at 6%; with 100% employer match about $51,886 at 4% or $34,591 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 481 | $1,488,145 | $214,297 | $446iApproximate average salary by contribution assumption: employee only about $11,138 at 4% or $7,425 at 6%; with 50% employer match about $7,425 at 4% or $4,950 at 6%; with 100% employer match about $5,569 at 4% or $3,713 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 559 | $451,662 | $2,106,041 | $3,768iApproximate average salary by contribution assumption: employee only about $94,188 at 4% or $62,792 at 6%; with 50% employer match about $62,792 at 4% or $41,861 at 6%; with 100% employer match about $47,094 at 4% or $31,396 at 6%. |
| 2004 | 2 | 459 | $1,574,752 | $2,022,577 | $4,406iApproximate average salary by contribution assumption: employee only about $110,162 at 4% or $73,441 at 6%; with 50% employer match about $73,441 at 4% or $48,961 at 6%; with 100% employer match about $55,081 at 4% or $36,721 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 459 | $1,353,261 | $258,992 | $564iApproximate average salary by contribution assumption: employee only about $14,106 at 4% or $9,404 at 6%; with 50% employer match about $9,404 at 4% or $6,269 at 6%; with 100% employer match about $7,053 at 4% or $4,702 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 331 | $221,491 | $1,763,585 | $5,328iApproximate average salary by contribution assumption: employee only about $133,201 at 4% or $88,801 at 6%; with 50% employer match about $88,801 at 4% or $59,201 at 6%; with 100% employer match about $66,601 at 4% or $44,400 at 6%. |
| 2003 | 2 | 448 | $1,452,117 | $1,560,057 | $3,482iApproximate average salary by contribution assumption: employee only about $87,057 at 4% or $58,038 at 6%; with 50% employer match about $58,038 at 4% or $38,692 at 6%; with 100% employer match about $43,528 at 4% or $29,019 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 448 | $1,245,658 | $174,803 | $390iApproximate average salary by contribution assumption: employee only about $9,755 at 4% or $6,503 at 6%; with 50% employer match about $6,503 at 4% or $4,335 at 6%; with 100% employer match about $4,877 at 4% or $3,252 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 350 | $206,459 | $1,385,254 | $3,958iApproximate average salary by contribution assumption: employee only about $98,947 at 4% or $65,964 at 6%; with 50% employer match about $65,964 at 4% or $43,976 at 6%; with 100% employer match about $49,473 at 4% or $32,982 at 6%. |
| 2002 | 2 | 259 | $1,074,117 | $1,197,265 | $4,623iApproximate average salary by contribution assumption: employee only about $115,566 at 4% or $77,044 at 6%; with 50% employer match about $77,044 at 4% or $51,363 at 6%; with 100% employer match about $57,783 at 4% or $38,522 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 137 | $978,971 | $209,222 | $1,527iApproximate average salary by contribution assumption: employee only about $38,179 at 4% or $25,453 at 6%; with 50% employer match about $25,453 at 4% or $16,969 at 6%; with 100% employer match about $19,090 at 4% or $12,726 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 259 | $95,146 | $988,043 | $3,815iApproximate average salary by contribution assumption: employee only about $95,371 at 4% or $63,581 at 6%; with 50% employer match about $63,581 at 4% or $42,387 at 6%; with 100% employer match about $47,685 at 4% or $31,790 at 6%. |
| 2001 | 2 | 213 | $1,166,657 | $1,003,723 | $4,712iApproximate average salary by contribution assumption: employee only about $117,808 at 4% or $78,539 at 6%; with 50% employer match about $78,539 at 4% or $52,359 at 6%; with 100% employer match about $58,904 at 4% or $39,269 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 185 | $1,073,610 | $237,323 | $1,283iApproximate average salary by contribution assumption: employee only about $32,071 at 4% or $21,380 at 6%; with 50% employer match about $21,380 at 4% or $14,254 at 6%; with 100% employer match about $16,035 at 4% or $10,690 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 213 | $93,047 | $766,400 | $3,598iApproximate average salary by contribution assumption: employee only about $89,953 at 4% or $59,969 at 6%; with 50% employer match about $59,969 at 4% or $39,979 at 6%; with 100% employer match about $44,977 at 4% or $29,984 at 6%. |
| 2000 | 2 | 186 | $0 | $0 | - |
| Steven D Bell & Company Group Health Care Plan | - | 186 | - | - | - |
| Steven D. Bell & Company 401K Retirement Plan | - | 176 | - | - | - |
| 1999 | 2 | 206 | $1,497,058 | $636,392 | $3,089iApproximate average salary by contribution assumption: employee only about $77,232 at 4% or $51,488 at 6%; with 50% employer match about $51,488 at 4% or $34,325 at 6%; with 100% employer match about $38,616 at 4% or $25,744 at 6%. |
| Steven D. Bell & Company 401K Retirement Plan | - | 180 | $1,260,692 | $222,970 | $1,239iApproximate average salary by contribution assumption: employee only about $30,968 at 4% or $20,645 at 6%; with 50% employer match about $20,645 at 4% or $13,764 at 6%; with 100% employer match about $15,484 at 4% or $10,323 at 6%. |
| Steven D Bell & Company Group Health Care Plan | - | 206 | $236,366 | $413,422 | $2,007iApproximate average salary by contribution assumption: employee only about $50,173 at 4% or $33,448 at 6%; with 50% employer match about $33,448 at 4% or $22,299 at 6%; with 100% employer match about $25,086 at 4% or $16,724 at 6%. |