SHANNON DOR BALTZEGAR
Plan context: Stoneworks Inc. 401(K) Profit Sharing Plan and Trust
EIN 56-2029138 • Port Royal, SC • 32 filings • 9 plans
Current Snapshot
Latest Year
2025
2025 Participants
36
2025 Assets
$1,526,983
2025 Contributions
$139,412
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 | 36 | $1,526,983 | $139,412 | $3,873iApproximate average salary by contribution assumption: employee only about $96,814 at 4% or $64,543 at 6%; with 50% employer match about $64,543 at 4% or $43,028 at 6%; with 100% employer match about $48,407 at 4% or $32,271 at 6%. |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 36 | $1,526,983 | $139,412 | $3,873iApproximate average salary by contribution assumption: employee only about $96,814 at 4% or $64,543 at 6%; with 50% employer match about $64,543 at 4% or $43,028 at 6%; with 100% employer match about $48,407 at 4% or $32,271 at 6%. |
| 2024 | 1 | 36 | $1,506,155 | $134,612 | $3,739iApproximate average salary by contribution assumption: employee only about $93,481 at 4% or $62,320 at 6%; with 50% employer match about $62,320 at 4% or $41,547 at 6%; with 100% employer match about $46,740 at 4% or $31,160 at 6%. |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 36 | $1,506,155 | $134,612 | $3,739iApproximate average salary by contribution assumption: employee only about $93,481 at 4% or $62,320 at 6%; with 50% employer match about $62,320 at 4% or $41,547 at 6%; with 100% employer match about $46,740 at 4% or $31,160 at 6%. |
| 2023 | 1 | 36 | $1,303,830 | $129,427 | $3,595iApproximate average salary by contribution assumption: employee only about $89,880 at 4% or $59,920 at 6%; with 50% employer match about $59,920 at 4% or $39,947 at 6%; with 100% employer match about $44,940 at 4% or $29,960 at 6%. |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 36 | $1,303,830 | $129,427 | $3,595iApproximate average salary by contribution assumption: employee only about $89,880 at 4% or $59,920 at 6%; with 50% employer match about $59,920 at 4% or $39,947 at 6%; with 100% employer match about $44,940 at 4% or $29,960 at 6%. |
| 2022 | 1 | 36 | $1,536,463 | $153,169 | $4,255iApproximate average salary by contribution assumption: employee only about $106,367 at 4% or $70,912 at 6%; with 50% employer match about $70,912 at 4% or $47,274 at 6%; with 100% employer match about $53,184 at 4% or $35,456 at 6%. |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 36 | $1,536,463 | $153,169 | $4,255iApproximate average salary by contribution assumption: employee only about $106,367 at 4% or $70,912 at 6%; with 50% employer match about $70,912 at 4% or $47,274 at 6%; with 100% employer match about $53,184 at 4% or $35,456 at 6%. |
| 2021 | 2 | 37 | $1,813,064 | $256,126 | $6,922iApproximate average salary by contribution assumption: employee only about $173,058 at 4% or $115,372 at 6%; with 50% employer match about $115,372 at 4% or $76,915 at 6%; with 100% employer match about $86,529 at 4% or $57,686 at 6%. |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 37 | $1,784,359 | $160,501 | $4,338iApproximate average salary by contribution assumption: employee only about $108,447 at 4% or $72,298 at 6%; with 50% employer match about $72,298 at 4% or $48,198 at 6%; with 100% employer match about $54,223 at 4% or $36,149 at 6%. |
| STONEWORKS, INC SELF FUNDED MEDICAL REIMBURSEMENT | - | 2 | $28,705 | $95,625 | $47,813iApproximate average salary by contribution assumption: employee only about $1,195,313 at 4% or $796,875 at 6%; with 50% employer match about $796,875 at 4% or $531,250 at 6%; with 100% employer match about $597,656 at 4% or $398,438 at 6%. |
| 2020 | 2 | 34 | $1,719,167 | $150,356 | $4,422iApproximate average salary by contribution assumption: employee only about $110,556 at 4% or $73,704 at 6%; with 50% employer match about $73,704 at 4% or $49,136 at 6%; with 100% employer match about $55,278 at 4% or $36,852 at 6%. |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 34 | $1,690,364 | $145,741 | $4,287iApproximate average salary by contribution assumption: employee only about $107,163 at 4% or $71,442 at 6%; with 50% employer match about $71,442 at 4% or $47,628 at 6%; with 100% employer match about $53,581 at 4% or $35,721 at 6%. |
| STONEWORKS, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN | - | 0 | $28,803 | $4,615 | - |
| 2019 | 2 | 34 | $1,419,078 | $248,326 | $7,304iApproximate average salary by contribution assumption: employee only about $182,593 at 4% or $121,728 at 6%; with 50% employer match about $121,728 at 4% or $81,152 at 6%; with 100% employer match about $91,296 at 4% or $60,864 at 6%. |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 34 | $1,390,280 | $152,701 | $4,491iApproximate average salary by contribution assumption: employee only about $112,280 at 4% or $74,853 at 6%; with 50% employer match about $74,853 at 4% or $49,902 at 6%; with 100% employer match about $56,140 at 4% or $37,427 at 6%. |
| STONEWORKS, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN | - | 25 | $28,798 | $95,625 | $3,825iApproximate average salary by contribution assumption: employee only about $95,625 at 4% or $63,750 at 6%; with 50% employer match about $63,750 at 4% or $42,500 at 6%; with 100% employer match about $47,813 at 4% or $31,875 at 6%. |
| 2018 | 2 | 28 | $1,176,599 | $191,401 | $6,836iApproximate average salary by contribution assumption: employee only about $170,894 at 4% or $113,929 at 6%; with 50% employer match about $113,929 at 4% or $75,953 at 6%; with 100% employer match about $85,447 at 4% or $56,965 at 6%. |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 28 | $1,147,894 | $150,284 | $5,367iApproximate average salary by contribution assumption: employee only about $134,182 at 4% or $89,455 at 6%; with 50% employer match about $89,455 at 4% or $59,637 at 6%; with 100% employer match about $67,091 at 4% or $44,727 at 6%. |
| STONEWORKS, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN | - | 25 | $28,705 | $41,117 | $1,645iApproximate average salary by contribution assumption: employee only about $41,117 at 4% or $27,411 at 6%; with 50% employer match about $27,411 at 4% or $18,274 at 6%; with 100% employer match about $20,559 at 4% or $13,706 at 6%. |
| 2017 | 2 | 30 | $1,184,218 | $226,856 | $7,562iApproximate average salary by contribution assumption: employee only about $189,047 at 4% or $126,031 at 6%; with 50% employer match about $126,031 at 4% or $84,021 at 6%; with 100% employer match about $94,523 at 4% or $63,016 at 6%. |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 30 | $1,152,426 | $149,175 | $4,973iApproximate average salary by contribution assumption: employee only about $124,313 at 4% or $82,875 at 6%; with 50% employer match about $82,875 at 4% or $55,250 at 6%; with 100% employer match about $62,156 at 4% or $41,438 at 6%. |
| STONEWORKS, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN | - | 25 | $31,792 | $77,681 | $3,107iApproximate average salary by contribution assumption: employee only about $77,681 at 4% or $51,787 at 6%; with 50% employer match about $51,787 at 4% or $34,525 at 6%; with 100% employer match about $38,841 at 4% or $25,894 at 6%. |
| 2016 | 1 | 31 | $863,942 | $113,968 | $3,676iApproximate average salary by contribution assumption: employee only about $91,910 at 4% or $61,273 at 6%; with 50% employer match about $61,273 at 4% or $40,849 at 6%; with 100% employer match about $45,955 at 4% or $30,637 at 6%. |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 31 | $863,942 | $113,968 | $3,676iApproximate average salary by contribution assumption: employee only about $91,910 at 4% or $61,273 at 6%; with 50% employer match about $61,273 at 4% or $40,849 at 6%; with 100% employer match about $45,955 at 4% or $30,637 at 6%. |
| 2015 | 1 | 32 | $702,714 | $110,053 | $3,439iApproximate average salary by contribution assumption: employee only about $85,979 at 4% or $57,319 at 6%; with 50% employer match about $57,319 at 4% or $38,213 at 6%; with 100% employer match about $42,989 at 4% or $28,660 at 6%. |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 32 | $702,714 | $110,053 | $3,439iApproximate average salary by contribution assumption: employee only about $85,979 at 4% or $57,319 at 6%; with 50% employer match about $57,319 at 4% or $38,213 at 6%; with 100% employer match about $42,989 at 4% or $28,660 at 6%. |
| 2014 | 2 | 33 | $1,428,431 | $178,108 | $5,397iApproximate average salary by contribution assumption: employee only about $134,930 at 4% or $89,954 at 6%; with 50% employer match about $89,954 at 4% or $59,969 at 6%; with 100% employer match about $67,465 at 4% or $44,977 at 6%. |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 33 | $727,946 | $98,626 | $2,989iApproximate average salary by contribution assumption: employee only about $74,717 at 4% or $49,811 at 6%; with 50% employer match about $49,811 at 4% or $33,207 at 6%; with 100% employer match about $37,358 at 4% or $24,906 at 6%. |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 0 | $700,485 | $79,482 | - |
| 2013 | 1 | 31 | $608,255 | $32,037 | $1,033iApproximate average salary by contribution assumption: employee only about $25,836 at 4% or $17,224 at 6%; with 50% employer match about $17,224 at 4% or $11,483 at 6%; with 100% employer match about $12,918 at 4% or $8,612 at 6%. |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 31 | $608,255 | $32,037 | $1,033iApproximate average salary by contribution assumption: employee only about $25,836 at 4% or $17,224 at 6%; with 50% employer match about $17,224 at 4% or $11,483 at 6%; with 100% employer match about $12,918 at 4% or $8,612 at 6%. |
| 2012 | 1 | 27 | $487,877 | $16,860 | $624iApproximate average salary by contribution assumption: employee only about $15,611 at 4% or $10,407 at 6%; with 50% employer match about $10,407 at 4% or $6,938 at 6%; with 100% employer match about $7,806 at 4% or $5,204 at 6%. |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 27 | $487,877 | $16,860 | $624iApproximate average salary by contribution assumption: employee only about $15,611 at 4% or $10,407 at 6%; with 50% employer match about $10,407 at 4% or $6,938 at 6%; with 100% employer match about $7,806 at 4% or $5,204 at 6%. |
| 2011 | 1 | 47 | $458,510 | $15,885 | $338iApproximate average salary by contribution assumption: employee only about $8,449 at 4% or $5,633 at 6%; with 50% employer match about $5,633 at 4% or $3,755 at 6%; with 100% employer match about $4,225 at 4% or $2,816 at 6%. |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 47 | $458,510 | $15,885 | $338iApproximate average salary by contribution assumption: employee only about $8,449 at 4% or $5,633 at 6%; with 50% employer match about $5,633 at 4% or $3,755 at 6%; with 100% employer match about $4,225 at 4% or $2,816 at 6%. |
| 2010 | 1 | 48 | $461,400 | $18,358 | $382iApproximate average salary by contribution assumption: employee only about $9,561 at 4% or $6,374 at 6%; with 50% employer match about $6,374 at 4% or $4,250 at 6%; with 100% employer match about $4,781 at 4% or $3,187 at 6%. |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 48 | $461,400 | $18,358 | $382iApproximate average salary by contribution assumption: employee only about $9,561 at 4% or $6,374 at 6%; with 50% employer match about $6,374 at 4% or $4,250 at 6%; with 100% employer match about $4,781 at 4% or $3,187 at 6%. |
| 2009 | 2 | 46 | $1,111,677 | $74,250 | $1,614iApproximate average salary by contribution assumption: employee only about $40,353 at 4% or $26,902 at 6%; with 50% employer match about $26,902 at 4% or $17,935 at 6%; with 100% employer match about $20,177 at 4% or $13,451 at 6%. |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 46 | $668,729 | $45,753 | $995iApproximate average salary by contribution assumption: employee only about $24,866 at 4% or $16,577 at 6%; with 50% employer match about $16,577 at 4% or $11,051 at 6%; with 100% employer match about $12,433 at 4% or $8,289 at 6%. |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 44 | $442,948 | $28,497 | $648iApproximate average salary by contribution assumption: employee only about $16,191 at 4% or $10,794 at 6%; with 50% employer match about $10,794 at 4% or $7,196 at 6%; with 100% employer match about $8,096 at 4% or $5,397 at 6%. |
| 2008 | 1 | 49 | $570,162 | $149,591 | $3,053iApproximate average salary by contribution assumption: employee only about $76,322 at 4% or $50,881 at 6%; with 50% employer match about $50,881 at 4% or $33,921 at 6%; with 100% employer match about $38,161 at 4% or $25,441 at 6%. |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 49 | $570,162 | $149,591 | $3,053iApproximate average salary by contribution assumption: employee only about $76,322 at 4% or $50,881 at 6%; with 50% employer match about $50,881 at 4% or $33,921 at 6%; with 100% employer match about $38,161 at 4% or $25,441 at 6%. |
| 2006 | 1 | 21 | $526,614 | $114,872 | $5,470iApproximate average salary by contribution assumption: employee only about $136,752 at 4% or $91,168 at 6%; with 50% employer match about $91,168 at 4% or $60,779 at 6%; with 100% employer match about $68,376 at 4% or $45,584 at 6%. |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 21 | $526,614 | $114,872 | $5,470iApproximate average salary by contribution assumption: employee only about $136,752 at 4% or $91,168 at 6%; with 50% employer match about $91,168 at 4% or $60,779 at 6%; with 100% employer match about $68,376 at 4% or $45,584 at 6%. |
| 2005 | 1 | 18 | $0 | $0 | - |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 18 | - | - | - |
| 2004 | 1 | 33 | $324,579 | $74,104 | $2,246iApproximate average salary by contribution assumption: employee only about $56,139 at 4% or $37,426 at 6%; with 50% employer match about $37,426 at 4% or $24,951 at 6%; with 100% employer match about $28,070 at 4% or $18,713 at 6%. |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 33 | $324,579 | $74,104 | $2,246iApproximate average salary by contribution assumption: employee only about $56,139 at 4% or $37,426 at 6%; with 50% employer match about $37,426 at 4% or $24,951 at 6%; with 100% employer match about $28,070 at 4% or $18,713 at 6%. |
| 2003 | 1 | 27 | $224,885 | $47,663 | $1,765iApproximate average salary by contribution assumption: employee only about $44,132 at 4% or $29,422 at 6%; with 50% employer match about $29,422 at 4% or $19,614 at 6%; with 100% employer match about $22,066 at 4% or $14,711 at 6%. |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 27 | $224,885 | $47,663 | $1,765iApproximate average salary by contribution assumption: employee only about $44,132 at 4% or $29,422 at 6%; with 50% employer match about $29,422 at 4% or $19,614 at 6%; with 100% employer match about $22,066 at 4% or $14,711 at 6%. |
| 2002 | 1 | 22 | $0 | $0 | - |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 22 | - | - | - |
| 2001 | 1 | 24 | $0 | $0 | - |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 24 | - | - | - |
| 2000 | 1 | 21 | $52,088 | $54,410 | $2,591iApproximate average salary by contribution assumption: employee only about $64,774 at 4% or $43,183 at 6%; with 50% employer match about $43,183 at 4% or $28,788 at 6%; with 100% employer match about $32,387 at 4% or $21,591 at 6%. |
| Stoneworks Inc. 401(K) Profit Sharing Plan and Trust | - | 21 | $52,088 | $54,410 | $2,591iApproximate average salary by contribution assumption: employee only about $64,774 at 4% or $43,183 at 6%; with 50% employer match about $43,183 at 4% or $28,788 at 6%; with 100% employer match about $32,387 at 4% or $21,591 at 6%. |