Civic Intelligence

K. B. Stephens Company

Plan context: K. B. Stephens Company 401(K) Profit Sharing Plan

EIN 56-1903895 • Wake Forest, NC • 25 filings • 3 plans

203 Capcom AvenueSuite 112Wake Forest, NC 27587-6514
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$3,166,521

2024 Contributions

$148,935

Historical Graphs

Total Assets Over Time

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

$3,166,521$1,583,261$0200020132024YearValue
$3,166,521Latest year 2024

Participants Over Time

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

1790200020122024YearValue
17Latest 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
2024117$3,166,521$148,935$8,761iApproximate average salary by contribution assumption: employee only about $219,022 at 4% or $146,015 at 6%; with 50% employer match about $146,015 at 4% or $97,343 at 6%; with 100% employer match about $109,511 at 4% or $73,007 at 6%.
K. B. Stephens Company 401(K) Profit Sharing Plan-17$3,166,521$148,935$8,761iApproximate average salary by contribution assumption: employee only about $219,022 at 4% or $146,015 at 6%; with 50% employer match about $146,015 at 4% or $97,343 at 6%; with 100% employer match about $109,511 at 4% or $73,007 at 6%.
2023112$2,707,075$148,747$12,396iApproximate average salary by contribution assumption: employee only about $309,890 at 4% or $206,593 at 6%; with 50% employer match about $206,593 at 4% or $137,729 at 6%; with 100% employer match about $154,945 at 4% or $103,297 at 6%.
K. B. Stephens Company 401(K) Profit Sharing Plan-12$2,707,075$148,747$12,396iApproximate average salary by contribution assumption: employee only about $309,890 at 4% or $206,593 at 6%; with 50% employer match about $206,593 at 4% or $137,729 at 6%; with 100% employer match about $154,945 at 4% or $103,297 at 6%.
2022116$2,176,698$137,615$8,601iApproximate average salary by contribution assumption: employee only about $215,023 at 4% or $143,349 at 6%; with 50% employer match about $143,349 at 4% or $95,566 at 6%; with 100% employer match about $107,512 at 4% or $71,674 at 6%.
K. B. Stephens Company 401(K) Profit Sharing Plan-16$2,176,698$137,615$8,601iApproximate average salary by contribution assumption: employee only about $215,023 at 4% or $143,349 at 6%; with 50% employer match about $143,349 at 4% or $95,566 at 6%; with 100% employer match about $107,512 at 4% or $71,674 at 6%.
2021117$2,648,437$137,033$8,061iApproximate average salary by contribution assumption: employee only about $201,519 at 4% or $134,346 at 6%; with 50% employer match about $134,346 at 4% or $89,564 at 6%; with 100% employer match about $100,760 at 4% or $67,173 at 6%.
K. B. Stephens Company 401(K) Profit Sharing Plan-17$2,648,437$137,033$8,061iApproximate average salary by contribution assumption: employee only about $201,519 at 4% or $134,346 at 6%; with 50% employer match about $134,346 at 4% or $89,564 at 6%; with 100% employer match about $100,760 at 4% or $67,173 at 6%.
2020116$2,133,557$134,532$8,408iApproximate average salary by contribution assumption: employee only about $210,206 at 4% or $140,138 at 6%; with 50% employer match about $140,138 at 4% or $93,425 at 6%; with 100% employer match about $105,103 at 4% or $70,069 at 6%.
K. B. Stephens Company 401(K) Profit Sharing Plan-16$2,133,557$134,532$8,408iApproximate average salary by contribution assumption: employee only about $210,206 at 4% or $140,138 at 6%; with 50% employer match about $140,138 at 4% or $93,425 at 6%; with 100% employer match about $105,103 at 4% or $70,069 at 6%.
2019116$1,844,195$131,574$8,223iApproximate average salary by contribution assumption: employee only about $205,584 at 4% or $137,056 at 6%; with 50% employer match about $137,056 at 4% or $91,371 at 6%; with 100% employer match about $102,792 at 4% or $68,528 at 6%.
K. B. Stephens Company 401(K) Profit Sharing Plan-16$1,844,195$131,574$8,223iApproximate average salary by contribution assumption: employee only about $205,584 at 4% or $137,056 at 6%; with 50% employer match about $137,056 at 4% or $91,371 at 6%; with 100% employer match about $102,792 at 4% or $68,528 at 6%.
2018114$1,372,492$115,799$8,271iApproximate average salary by contribution assumption: employee only about $206,784 at 4% or $137,856 at 6%; with 50% employer match about $137,856 at 4% or $91,904 at 6%; with 100% employer match about $103,392 at 4% or $68,928 at 6%.
K. B. Stephens Company 401(K) Profit Sharing Plan-14$1,372,492$115,799$8,271iApproximate average salary by contribution assumption: employee only about $206,784 at 4% or $137,856 at 6%; with 50% employer match about $137,856 at 4% or $91,904 at 6%; with 100% employer match about $103,392 at 4% or $68,928 at 6%.
2017114$1,401,670$107,994$7,714iApproximate average salary by contribution assumption: employee only about $192,846 at 4% or $128,564 at 6%; with 50% employer match about $128,564 at 4% or $85,710 at 6%; with 100% employer match about $96,423 at 4% or $64,282 at 6%.
K. B. Stephens Company 401(K) Profit Sharing Plan-14$1,401,670$107,994$7,714iApproximate average salary by contribution assumption: employee only about $192,846 at 4% or $128,564 at 6%; with 50% employer match about $128,564 at 4% or $85,710 at 6%; with 100% employer match about $96,423 at 4% or $64,282 at 6%.
2016114$1,120,552$102,887$7,349iApproximate average salary by contribution assumption: employee only about $183,727 at 4% or $122,485 at 6%; with 50% employer match about $122,485 at 4% or $81,656 at 6%; with 100% employer match about $91,863 at 4% or $61,242 at 6%.
K. B. Stephens Company 401(K) Profit Sharing Plan-14$1,120,552$102,887$7,349iApproximate average salary by contribution assumption: employee only about $183,727 at 4% or $122,485 at 6%; with 50% employer match about $122,485 at 4% or $81,656 at 6%; with 100% employer match about $91,863 at 4% or $61,242 at 6%.
2015112$932,601$92,244$7,687iApproximate average salary by contribution assumption: employee only about $192,175 at 4% or $128,117 at 6%; with 50% employer match about $128,117 at 4% or $85,411 at 6%; with 100% employer match about $96,088 at 4% or $64,058 at 6%.
K. B. Stephens Company 401(K) Profit Sharing Plan-12$932,601$92,244$7,687iApproximate average salary by contribution assumption: employee only about $192,175 at 4% or $128,117 at 6%; with 50% employer match about $128,117 at 4% or $85,411 at 6%; with 100% employer match about $96,088 at 4% or $64,058 at 6%.
2014113$871,732$99,087$7,622iApproximate average salary by contribution assumption: employee only about $190,552 at 4% or $127,035 at 6%; with 50% employer match about $127,035 at 4% or $84,690 at 6%; with 100% employer match about $95,276 at 4% or $63,517 at 6%.
K. B. Stephens Company 401(K) Profit Sharing Plan-13$871,732$99,087$7,622iApproximate average salary by contribution assumption: employee only about $190,552 at 4% or $127,035 at 6%; with 50% employer match about $127,035 at 4% or $84,690 at 6%; with 100% employer match about $95,276 at 4% or $63,517 at 6%.
2013110$751,028$91,843$9,184iApproximate average salary by contribution assumption: employee only about $229,607 at 4% or $153,072 at 6%; with 50% employer match about $153,072 at 4% or $102,048 at 6%; with 100% employer match about $114,804 at 4% or $76,536 at 6%.
K. B. Stephens Company 401(K) Profit Sharing Plan-10$751,028$91,843$9,184iApproximate average salary by contribution assumption: employee only about $229,607 at 4% or $153,072 at 6%; with 50% employer match about $153,072 at 4% or $102,048 at 6%; with 100% employer match about $114,804 at 4% or $76,536 at 6%.
201219$582,360$79,436$8,826iApproximate average salary by contribution assumption: employee only about $220,656 at 4% or $147,104 at 6%; with 50% employer match about $147,104 at 4% or $98,069 at 6%; with 100% employer match about $110,328 at 4% or $73,552 at 6%.
K. B. Stephens Company 401(K) Profit Sharing Plan-9$582,360$79,436$8,826iApproximate average salary by contribution assumption: employee only about $220,656 at 4% or $147,104 at 6%; with 50% employer match about $147,104 at 4% or $98,069 at 6%; with 100% employer match about $110,328 at 4% or $73,552 at 6%.
201119$455,006$79,207$8,801iApproximate average salary by contribution assumption: employee only about $220,019 at 4% or $146,680 at 6%; with 50% employer match about $146,680 at 4% or $97,786 at 6%; with 100% employer match about $110,010 at 4% or $73,340 at 6%.
K. B. Stephens Company 401(K) Profit Sharing Plan-9$455,006$79,207$8,801iApproximate average salary by contribution assumption: employee only about $220,019 at 4% or $146,680 at 6%; with 50% employer match about $146,680 at 4% or $97,786 at 6%; with 100% employer match about $110,010 at 4% or $73,340 at 6%.
2010112$724,512$62,594$5,216iApproximate average salary by contribution assumption: employee only about $130,404 at 4% or $86,936 at 6%; with 50% employer match about $86,936 at 4% or $57,957 at 6%; with 100% employer match about $65,202 at 4% or $43,468 at 6%.
K. B. Stephens Company 401(K) Profit Sharing Plan-12$724,512$62,594$5,216iApproximate average salary by contribution assumption: employee only about $130,404 at 4% or $86,936 at 6%; with 50% employer match about $86,936 at 4% or $57,957 at 6%; with 100% employer match about $65,202 at 4% or $43,468 at 6%.
2009110$510,493$19,244$1,924iApproximate average salary by contribution assumption: employee only about $48,110 at 4% or $32,073 at 6%; with 50% employer match about $32,073 at 4% or $21,382 at 6%; with 100% employer match about $24,055 at 4% or $16,037 at 6%.
K. B. Stephens Company 401(K) Profit Sharing Plan-10$510,493$19,244$1,924iApproximate average salary by contribution assumption: employee only about $48,110 at 4% or $32,073 at 6%; with 50% employer match about $32,073 at 4% or $21,382 at 6%; with 100% employer match about $24,055 at 4% or $16,037 at 6%.
2008110$364,983$57,651$5,765iApproximate average salary by contribution assumption: employee only about $144,128 at 4% or $96,085 at 6%; with 50% employer match about $96,085 at 4% or $64,057 at 6%; with 100% employer match about $72,064 at 4% or $48,043 at 6%.
K. B. Stephens Company 401(K) Profit Sharing Plan-10$364,983$57,651$5,765iApproximate average salary by contribution assumption: employee only about $144,128 at 4% or $96,085 at 6%; with 50% employer match about $96,085 at 4% or $64,057 at 6%; with 100% employer match about $72,064 at 4% or $48,043 at 6%.
2007110$0$0-
K. B. Stephens Company 401(K) Profit Sharing Plan-10---
200618$450,236$58,138$7,267iApproximate average salary by contribution assumption: employee only about $181,681 at 4% or $121,121 at 6%; with 50% employer match about $121,121 at 4% or $80,747 at 6%; with 100% employer match about $90,841 at 4% or $60,560 at 6%.
K. B. Stephens Company 401(K) Profit Sharing Plan-8$450,236$58,138$7,267iApproximate average salary by contribution assumption: employee only about $181,681 at 4% or $121,121 at 6%; with 50% employer match about $121,121 at 4% or $80,747 at 6%; with 100% employer match about $90,841 at 4% or $60,560 at 6%.
200518$362,291$51,548$6,444iApproximate average salary by contribution assumption: employee only about $161,088 at 4% or $107,392 at 6%; with 50% employer match about $107,392 at 4% or $71,594 at 6%; with 100% employer match about $80,544 at 4% or $53,696 at 6%.
K. B. Stephens Company 401(K) Profit Sharing Plan-8$362,291$51,548$6,444iApproximate average salary by contribution assumption: employee only about $161,088 at 4% or $107,392 at 6%; with 50% employer match about $107,392 at 4% or $71,594 at 6%; with 100% employer match about $80,544 at 4% or $53,696 at 6%.
200419$290,017$30,938$3,438iApproximate average salary by contribution assumption: employee only about $85,939 at 4% or $57,293 at 6%; with 50% employer match about $57,293 at 4% or $38,195 at 6%; with 100% employer match about $42,969 at 4% or $28,646 at 6%.
K. B. Stephens Company 401(K) Profit Sharing Plan-9$290,017$30,938$3,438iApproximate average salary by contribution assumption: employee only about $85,939 at 4% or $57,293 at 6%; with 50% employer match about $57,293 at 4% or $38,195 at 6%; with 100% employer match about $42,969 at 4% or $28,646 at 6%.
200319$240,602$30,796$3,422iApproximate average salary by contribution assumption: employee only about $85,544 at 4% or $57,030 at 6%; with 50% employer match about $57,030 at 4% or $38,020 at 6%; with 100% employer match about $42,772 at 4% or $28,515 at 6%.
K. B. Stephens Company 401(K) Profit Sharing Plan-9$240,602$30,796$3,422iApproximate average salary by contribution assumption: employee only about $85,544 at 4% or $57,030 at 6%; with 50% employer match about $57,030 at 4% or $38,020 at 6%; with 100% employer match about $42,772 at 4% or $28,515 at 6%.
2002111$0$0-
K. B. Stephens Company 401(K) Profit Sharing Plan-11---
2001110$187,312$40,006$4,001iApproximate average salary by contribution assumption: employee only about $100,015 at 4% or $66,677 at 6%; with 50% employer match about $66,677 at 4% or $44,451 at 6%; with 100% employer match about $50,008 at 4% or $33,338 at 6%.
K. B. Stephens Company 401(K) Profit Sharing Plan-10$187,312$40,006$4,001iApproximate average salary by contribution assumption: employee only about $100,015 at 4% or $66,677 at 6%; with 50% employer match about $66,677 at 4% or $44,451 at 6%; with 100% employer match about $50,008 at 4% or $33,338 at 6%.
200019$167,499$60,475$6,719iApproximate average salary by contribution assumption: employee only about $167,986 at 4% or $111,991 at 6%; with 50% employer match about $111,991 at 4% or $74,660 at 6%; with 100% employer match about $83,993 at 4% or $55,995 at 6%.
K. B. Stephens Company 401(K) Profit Sharing Plan-9$167,499$60,475$6,719iApproximate average salary by contribution assumption: employee only about $167,986 at 4% or $111,991 at 6%; with 50% employer match about $111,991 at 4% or $74,660 at 6%; with 100% employer match about $83,993 at 4% or $55,995 at 6%.