Civic Intelligence

Stephens and Company Inc.

Plan context: Stephens and Co. Inc. 401(K) Psp Trust

EIN 56-2538083 • Nantucket, MA • 9 filings • 2 plans

61 Old South Road Pmb 119Nantucket, MA 02554
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$1,216,469

2025 Contributions

$197,074

Historical Graphs

Total Assets Over Time

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

$1,216,469$608,235$0201720212025YearValue
$1,216,469Latest year 2025

Participants Over Time

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

1260201720212025YearValue
12Latest year 2025

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
2025112$1,216,469$197,074$16,423iApproximate average salary by contribution assumption: employee only about $410,571 at 4% or $273,714 at 6%; with 50% employer match about $273,714 at 4% or $182,476 at 6%; with 100% employer match about $205,285 at 4% or $136,857 at 6%.
Stephens and Co. Inc. 401(K) Psp Trust-12$1,216,469$197,074$16,423iApproximate average salary by contribution assumption: employee only about $410,571 at 4% or $273,714 at 6%; with 50% employer match about $273,714 at 4% or $182,476 at 6%; with 100% employer match about $205,285 at 4% or $136,857 at 6%.
2024111$878,784$252,489$22,954iApproximate average salary by contribution assumption: employee only about $573,839 at 4% or $382,559 at 6%; with 50% employer match about $382,559 at 4% or $255,039 at 6%; with 100% employer match about $286,919 at 4% or $191,280 at 6%.
Stephens and Co. Inc. 401(K) Psp Trust-11$878,784$252,489$22,954iApproximate average salary by contribution assumption: employee only about $573,839 at 4% or $382,559 at 6%; with 50% employer match about $382,559 at 4% or $255,039 at 6%; with 100% employer match about $286,919 at 4% or $191,280 at 6%.
202316$544,416$112,922$18,820iApproximate average salary by contribution assumption: employee only about $470,508 at 4% or $313,672 at 6%; with 50% employer match about $313,672 at 4% or $209,115 at 6%; with 100% employer match about $235,254 at 4% or $156,836 at 6%.
Stephens and Co. Inc. 401(K) Psp Trust-6$544,416$112,922$18,820iApproximate average salary by contribution assumption: employee only about $470,508 at 4% or $313,672 at 6%; with 50% employer match about $313,672 at 4% or $209,115 at 6%; with 100% employer match about $235,254 at 4% or $156,836 at 6%.
202217$388,302$83,552$11,936iApproximate average salary by contribution assumption: employee only about $298,400 at 4% or $198,933 at 6%; with 50% employer match about $198,933 at 4% or $132,622 at 6%; with 100% employer match about $149,200 at 4% or $99,467 at 6%.
Stephens and Co. Inc. 401(K) Psp Trust-7$388,302$83,552$11,936iApproximate average salary by contribution assumption: employee only about $298,400 at 4% or $198,933 at 6%; with 50% employer match about $198,933 at 4% or $132,622 at 6%; with 100% employer match about $149,200 at 4% or $99,467 at 6%.
202114$374,225$68,047$17,012iApproximate average salary by contribution assumption: employee only about $425,294 at 4% or $283,529 at 6%; with 50% employer match about $283,529 at 4% or $189,019 at 6%; with 100% employer match about $212,647 at 4% or $141,765 at 6%.
Stephens and Co. Inc. 401(K) Psp Trust-4$374,225$68,047$17,012iApproximate average salary by contribution assumption: employee only about $425,294 at 4% or $283,529 at 6%; with 50% employer match about $283,529 at 4% or $189,019 at 6%; with 100% employer match about $212,647 at 4% or $141,765 at 6%.
202014$266,678$56,790$14,198iApproximate average salary by contribution assumption: employee only about $354,938 at 4% or $236,625 at 6%; with 50% employer match about $236,625 at 4% or $157,750 at 6%; with 100% employer match about $177,469 at 4% or $118,313 at 6%.
Stephens and Co. Inc. 401(K) Psp Trust-4$266,678$56,790$14,198iApproximate average salary by contribution assumption: employee only about $354,938 at 4% or $236,625 at 6%; with 50% employer match about $236,625 at 4% or $157,750 at 6%; with 100% employer match about $177,469 at 4% or $118,313 at 6%.
201914$176,697$57,155$14,289iApproximate average salary by contribution assumption: employee only about $357,219 at 4% or $238,146 at 6%; with 50% employer match about $238,146 at 4% or $158,764 at 6%; with 100% employer match about $178,609 at 4% or $119,073 at 6%.
Stephens and Co. Inc. 401(K) Psp Trust-4$176,697$57,155$14,289iApproximate average salary by contribution assumption: employee only about $357,219 at 4% or $238,146 at 6%; with 50% employer match about $238,146 at 4% or $158,764 at 6%; with 100% employer match about $178,609 at 4% or $119,073 at 6%.
201814$95,997$58,372$14,593iApproximate average salary by contribution assumption: employee only about $364,825 at 4% or $243,217 at 6%; with 50% employer match about $243,217 at 4% or $162,144 at 6%; with 100% employer match about $182,413 at 4% or $121,608 at 6%.
Stephens and Co. Inc. 401(K) Psp Trust-4$95,997$58,372$14,593iApproximate average salary by contribution assumption: employee only about $364,825 at 4% or $243,217 at 6%; with 50% employer match about $243,217 at 4% or $162,144 at 6%; with 100% employer match about $182,413 at 4% or $121,608 at 6%.
201714$42,118$42,117$10,529iApproximate average salary by contribution assumption: employee only about $263,231 at 4% or $175,488 at 6%; with 50% employer match about $175,488 at 4% or $116,992 at 6%; with 100% employer match about $131,616 at 4% or $87,744 at 6%.
Stephens and Co. Inc. 401(K) Psp Trust-4$42,118$42,117$10,529iApproximate average salary by contribution assumption: employee only about $263,231 at 4% or $175,488 at 6%; with 50% employer match about $175,488 at 4% or $116,992 at 6%; with 100% employer match about $131,616 at 4% or $87,744 at 6%.