Stephens Office Systems Inc
Plan context: SOS 401(K) PROFIT SHARING PLAN
EIN 56-1233849 • Charlotte, NC • 16 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
18
2025 Assets
$4,690,935
2025 Contributions
$161,220
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 18 | $4,690,935 | $161,220 | $8,957iApproximate average salary by contribution assumption: employee only about $223,917 at 4% or $149,278 at 6%; with 50% employer match about $149,278 at 4% or $99,519 at 6%; with 100% employer match about $111,958 at 4% or $74,639 at 6%. |
| SOS 401(K) PROFIT SHARING PLAN | - | 18 | $4,690,935 | $161,220 | $8,957iApproximate average salary by contribution assumption: employee only about $223,917 at 4% or $149,278 at 6%; with 50% employer match about $149,278 at 4% or $99,519 at 6%; with 100% employer match about $111,958 at 4% or $74,639 at 6%. |
| 2024 | 1 | 16 | $4,011,691 | $129,716 | $8,107iApproximate average salary by contribution assumption: employee only about $202,681 at 4% or $135,121 at 6%; with 50% employer match about $135,121 at 4% or $90,081 at 6%; with 100% employer match about $101,341 at 4% or $67,560 at 6%. |
| SOS 401(K) PROFIT SHARING PLAN | - | 16 | $4,011,691 | $129,716 | $8,107iApproximate average salary by contribution assumption: employee only about $202,681 at 4% or $135,121 at 6%; with 50% employer match about $135,121 at 4% or $90,081 at 6%; with 100% employer match about $101,341 at 4% or $67,560 at 6%. |
| 2023 | 1 | 12 | $3,630,100 | $143,537 | $11,961iApproximate average salary by contribution assumption: employee only about $299,035 at 4% or $199,357 at 6%; with 50% employer match about $199,357 at 4% or $132,905 at 6%; with 100% employer match about $149,518 at 4% or $99,678 at 6%. |
| SOS 401(K) PROFIT SHARING PLAN | - | 12 | $3,630,100 | $143,537 | $11,961iApproximate average salary by contribution assumption: employee only about $299,035 at 4% or $199,357 at 6%; with 50% employer match about $199,357 at 4% or $132,905 at 6%; with 100% employer match about $149,518 at 4% or $99,678 at 6%. |
| 2022 | 1 | 13 | $3,052,360 | $98,972 | $7,613iApproximate average salary by contribution assumption: employee only about $190,331 at 4% or $126,887 at 6%; with 50% employer match about $126,887 at 4% or $84,591 at 6%; with 100% employer match about $95,165 at 4% or $63,444 at 6%. |
| SOS 401(K) PROFIT SHARING PLAN | - | 13 | $3,052,360 | $98,972 | $7,613iApproximate average salary by contribution assumption: employee only about $190,331 at 4% or $126,887 at 6%; with 50% employer match about $126,887 at 4% or $84,591 at 6%; with 100% employer match about $95,165 at 4% or $63,444 at 6%. |
| 2021 | 1 | 13 | $3,560,118 | $112,706 | $8,670iApproximate average salary by contribution assumption: employee only about $216,742 at 4% or $144,495 at 6%; with 50% employer match about $144,495 at 4% or $96,330 at 6%; with 100% employer match about $108,371 at 4% or $72,247 at 6%. |
| SOS 401(K) PROFIT SHARING PLAN | - | 13 | $3,560,118 | $112,706 | $8,670iApproximate average salary by contribution assumption: employee only about $216,742 at 4% or $144,495 at 6%; with 50% employer match about $144,495 at 4% or $96,330 at 6%; with 100% employer match about $108,371 at 4% or $72,247 at 6%. |
| 2020 | 1 | 0 | $3,022,953 | $111,085 | - |
| SOS 401(K) PROFIT SHARING PLAN | - | 0 | $3,022,953 | $111,085 | - |
| 2019 | 1 | 12 | $2,548,812 | $104,174 | $8,681iApproximate average salary by contribution assumption: employee only about $217,029 at 4% or $144,686 at 6%; with 50% employer match about $144,686 at 4% or $96,457 at 6%; with 100% employer match about $108,515 at 4% or $72,343 at 6%. |
| SOS 401(K) PROFIT SHARING PLAN | - | 12 | $2,548,812 | $104,174 | $8,681iApproximate average salary by contribution assumption: employee only about $217,029 at 4% or $144,686 at 6%; with 50% employer match about $144,686 at 4% or $96,457 at 6%; with 100% employer match about $108,515 at 4% or $72,343 at 6%. |
| 2018 | 1 | 11 | $2,054,525 | $144,711 | $13,156iApproximate average salary by contribution assumption: employee only about $328,889 at 4% or $219,259 at 6%; with 50% employer match about $219,259 at 4% or $146,173 at 6%; with 100% employer match about $164,444 at 4% or $109,630 at 6%. |
| SOS 401(K) PROFIT SHARING PLAN | - | 11 | $2,054,525 | $144,711 | $13,156iApproximate average salary by contribution assumption: employee only about $328,889 at 4% or $219,259 at 6%; with 50% employer match about $219,259 at 4% or $146,173 at 6%; with 100% employer match about $164,444 at 4% or $109,630 at 6%. |
| 2017 | 1 | 10 | $2,052,791 | $163,587 | $16,359iApproximate average salary by contribution assumption: employee only about $408,968 at 4% or $272,645 at 6%; with 50% employer match about $272,645 at 4% or $181,763 at 6%; with 100% employer match about $204,484 at 4% or $136,323 at 6%. |
| SOS 401(K) PROFIT SHARING PLAN | - | 10 | $2,052,791 | $163,587 | $16,359iApproximate average salary by contribution assumption: employee only about $408,968 at 4% or $272,645 at 6%; with 50% employer match about $272,645 at 4% or $181,763 at 6%; with 100% employer match about $204,484 at 4% or $136,323 at 6%. |
| 2016 | 1 | 10 | $1,662,702 | $1,497,123 | $149,712iApproximate average salary by contribution assumption: employee only about $3,742,807 at 4% or $2,495,205 at 6%; with 50% employer match about $2,495,205 at 4% or $1,663,470 at 6%; with 100% employer match about $1,871,404 at 4% or $1,247,603 at 6%. |
| SOS 401(K) PROFIT SHARING PLAN | - | 10 | $1,662,702 | $1,497,123 | $149,712iApproximate average salary by contribution assumption: employee only about $3,742,807 at 4% or $2,495,205 at 6%; with 50% employer match about $2,495,205 at 4% or $1,663,470 at 6%; with 100% employer match about $1,871,404 at 4% or $1,247,603 at 6%. |
| 2004 | 1 | 0 | $0 | $0 | - |
| Stephens Office Systems Inc Profit Sharing Plan | - | 0 | - | - | - |
| 2003 | 1 | 2 | $306,566 | $0 | - |
| Stephens Office Systems Inc Profit Sharing Plan | - | 2 | $306,566 | - | - |
| 2002 | 1 | 2 | $304,909 | $0 | - |
| Stephens Office Systems Inc Profit Sharing Plan | - | 2 | $304,909 | - | - |
| 2001 | 1 | 2 | $308,249 | $0 | - |
| Stephens Office Systems Inc Profit Sharing Plan | - | 2 | $308,249 | - | - |
| 2000 | 1 | 3 | $304,063 | $0 | - |
| Stephens Office Systems Inc Profit Sharing Plan | - | 3 | $304,063 | - | - |
| 1999 | 1 | 3 | $214,693 | $0 | - |
| Stephens Office Systems Inc Profit Sharing Plan | - | 3 | $214,693 | - | - |