The Stewart Group - Davidson LLC
Plan context: The Stewart Group - Davidson LLC Uad Dated 1/1/05 FBO David W. Stewart
EIN 56-2202357 • Davidson, NC • 4 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$448,645
2019 Contributions
$42,279
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 1 | $448,645 | $42,279 | $42,279iApproximate average salary by contribution assumption: employee only about $1,056,975 at 4% or $704,650 at 6%; with 50% employer match about $704,650 at 4% or $469,767 at 6%; with 100% employer match about $528,488 at 4% or $352,325 at 6%. |
| The Stewart Group - Davidson LLC Uad Dated 1/1/05 FBO David W. Stewart | - | 1 | $448,645 | $42,279 | $42,279iApproximate average salary by contribution assumption: employee only about $1,056,975 at 4% or $704,650 at 6%; with 50% employer match about $704,650 at 4% or $469,767 at 6%; with 100% employer match about $528,488 at 4% or $352,325 at 6%. |
| 2007 | 1 | 1 | $0 | $0 | - |
| The Stewart Group - Davidson LLC Uad Dated 1/1/05 FBO David W. Stewart | - | 1 | - | - | - |
| 2006 | 1 | 1 | $85,960 | $55,512 | $55,512iApproximate average salary by contribution assumption: employee only about $1,387,800 at 4% or $925,200 at 6%; with 50% employer match about $925,200 at 4% or $616,800 at 6%; with 100% employer match about $693,900 at 4% or $462,600 at 6%. |
| The Stewart Group - Davidson LLC Uad Dated 1/1/05 FBO David W. Stewart | - | 1 | $85,960 | $55,512 | $55,512iApproximate average salary by contribution assumption: employee only about $1,387,800 at 4% or $925,200 at 6%; with 50% employer match about $925,200 at 4% or $616,800 at 6%; with 100% employer match about $693,900 at 4% or $462,600 at 6%. |
| 2005 | 1 | 2 | $29,700 | $29,700 | $14,850iApproximate average salary by contribution assumption: employee only about $371,250 at 4% or $247,500 at 6%; with 50% employer match about $247,500 at 4% or $165,000 at 6%; with 100% employer match about $185,625 at 4% or $123,750 at 6%. |
| The Stewart Group - Davidson LLC Uad Dated 1/1/05 FBO David W. Stewart | - | 2 | $29,700 | $29,700 | $14,850iApproximate average salary by contribution assumption: employee only about $371,250 at 4% or $247,500 at 6%; with 50% employer match about $247,500 at 4% or $165,000 at 6%; with 100% employer match about $185,625 at 4% or $123,750 at 6%. |