Civic Intelligence

William K. Stephenson, Jr., Trustee

Plan context: Chapter 13 Office 401K Plan

EIN 57-0708137 • Columbia, SC • 36 filings • 12 plans

Personal And Confidential 3700 ForeColumbia, SC 29204-4010
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$3,247,974

2024 Contributions

$87,780

Historical Graphs

Total Assets Over Time

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

$3,972,886$1,986,443$0199920132024YearValue
$3,247,974Latest year 2024

Participants Over Time

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

25130199920122024YearValue
16Latest 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
2024116$3,247,974$87,780$5,486iApproximate average salary by contribution assumption: employee only about $137,156 at 4% or $91,438 at 6%; with 50% employer match about $91,438 at 4% or $60,958 at 6%; with 100% employer match about $68,578 at 4% or $45,719 at 6%.
Chapter 13 Office 401K Plan-16$3,247,974$87,780$5,486iApproximate average salary by contribution assumption: employee only about $137,156 at 4% or $91,438 at 6%; with 50% employer match about $91,438 at 4% or $60,958 at 6%; with 100% employer match about $68,578 at 4% or $45,719 at 6%.
2023115$3,347,349$91,152$6,077iApproximate average salary by contribution assumption: employee only about $151,920 at 4% or $101,280 at 6%; with 50% employer match about $101,280 at 4% or $67,520 at 6%; with 100% employer match about $75,960 at 4% or $50,640 at 6%.
Chapter 13 Office 401K Plan-15$3,347,349$91,152$6,077iApproximate average salary by contribution assumption: employee only about $151,920 at 4% or $101,280 at 6%; with 50% employer match about $101,280 at 4% or $67,520 at 6%; with 100% employer match about $75,960 at 4% or $50,640 at 6%.
2022117$3,176,571$139,001$8,177iApproximate average salary by contribution assumption: employee only about $204,413 at 4% or $136,275 at 6%; with 50% employer match about $136,275 at 4% or $90,850 at 6%; with 100% employer match about $102,207 at 4% or $68,138 at 6%.
Chapter 13 Office 401K Plan-17$3,176,571$139,001$8,177iApproximate average salary by contribution assumption: employee only about $204,413 at 4% or $136,275 at 6%; with 50% employer match about $136,275 at 4% or $90,850 at 6%; with 100% employer match about $102,207 at 4% or $68,138 at 6%.
2021117$3,972,886$179,143$10,538iApproximate average salary by contribution assumption: employee only about $263,446 at 4% or $175,630 at 6%; with 50% employer match about $175,630 at 4% or $117,087 at 6%; with 100% employer match about $131,723 at 4% or $87,815 at 6%.
Chapter 13 Office 401K Plan-17$3,972,886$179,143$10,538iApproximate average salary by contribution assumption: employee only about $263,446 at 4% or $175,630 at 6%; with 50% employer match about $175,630 at 4% or $117,087 at 6%; with 100% employer match about $131,723 at 4% or $87,815 at 6%.
2020119$3,721,820$189,889$9,994iApproximate average salary by contribution assumption: employee only about $249,854 at 4% or $166,569 at 6%; with 50% employer match about $166,569 at 4% or $111,046 at 6%; with 100% employer match about $124,927 at 4% or $83,285 at 6%.
Chapter 13 Office 401K Plan-19$3,721,820$189,889$9,994iApproximate average salary by contribution assumption: employee only about $249,854 at 4% or $166,569 at 6%; with 50% employer match about $166,569 at 4% or $111,046 at 6%; with 100% employer match about $124,927 at 4% or $83,285 at 6%.
2019120$3,226,310$181,935$9,097iApproximate average salary by contribution assumption: employee only about $227,419 at 4% or $151,613 at 6%; with 50% employer match about $151,613 at 4% or $101,075 at 6%; with 100% employer match about $113,709 at 4% or $75,806 at 6%.
Chapter 13 Office 401K Plan-20$3,226,310$181,935$9,097iApproximate average salary by contribution assumption: employee only about $227,419 at 4% or $151,613 at 6%; with 50% employer match about $151,613 at 4% or $101,075 at 6%; with 100% employer match about $113,709 at 4% or $75,806 at 6%.
2018122$2,603,258$190,543$8,661iApproximate average salary by contribution assumption: employee only about $216,526 at 4% or $144,351 at 6%; with 50% employer match about $144,351 at 4% or $96,234 at 6%; with 100% employer match about $108,263 at 4% or $72,175 at 6%.
Chapter 13 Office 401K Plan-22$2,603,258$190,543$8,661iApproximate average salary by contribution assumption: employee only about $216,526 at 4% or $144,351 at 6%; with 50% employer match about $144,351 at 4% or $96,234 at 6%; with 100% employer match about $108,263 at 4% or $72,175 at 6%.
2017123$2,888,672$157,557$6,850iApproximate average salary by contribution assumption: employee only about $171,258 at 4% or $114,172 at 6%; with 50% employer match about $114,172 at 4% or $76,114 at 6%; with 100% employer match about $85,629 at 4% or $57,086 at 6%.
Chapter 13 Office 401K Plan-23$2,888,672$157,557$6,850iApproximate average salary by contribution assumption: employee only about $171,258 at 4% or $114,172 at 6%; with 50% employer match about $114,172 at 4% or $76,114 at 6%; with 100% employer match about $85,629 at 4% or $57,086 at 6%.
2016123$2,457,938$152,210$6,618iApproximate average salary by contribution assumption: employee only about $165,446 at 4% or $110,297 at 6%; with 50% employer match about $110,297 at 4% or $73,531 at 6%; with 100% employer match about $82,723 at 4% or $55,149 at 6%.
Chapter 13 Office 401K Plan-23$2,457,938$152,210$6,618iApproximate average salary by contribution assumption: employee only about $165,446 at 4% or $110,297 at 6%; with 50% employer match about $110,297 at 4% or $73,531 at 6%; with 100% employer match about $82,723 at 4% or $55,149 at 6%.
2015124$2,124,010$144,205$6,009iApproximate average salary by contribution assumption: employee only about $150,214 at 4% or $100,142 at 6%; with 50% employer match about $100,142 at 4% or $66,762 at 6%; with 100% employer match about $75,107 at 4% or $50,071 at 6%.
Chapter 13 Office 401K Plan-24$2,124,010$144,205$6,009iApproximate average salary by contribution assumption: employee only about $150,214 at 4% or $100,142 at 6%; with 50% employer match about $100,142 at 4% or $66,762 at 6%; with 100% employer match about $75,107 at 4% or $50,071 at 6%.
2014124$2,115,126$146,765$6,115iApproximate average salary by contribution assumption: employee only about $152,880 at 4% or $101,920 at 6%; with 50% employer match about $101,920 at 4% or $67,947 at 6%; with 100% employer match about $76,440 at 4% or $50,960 at 6%.
Chapter 13 Office 401K Plan-24$2,115,126$146,765$6,115iApproximate average salary by contribution assumption: employee only about $152,880 at 4% or $101,920 at 6%; with 50% employer match about $101,920 at 4% or $67,947 at 6%; with 100% employer match about $76,440 at 4% or $50,960 at 6%.
2013224$1,858,844$138,017$5,751iApproximate average salary by contribution assumption: employee only about $143,768 at 4% or $95,845 at 6%; with 50% employer match about $95,845 at 4% or $63,897 at 6%; with 100% employer match about $71,884 at 4% or $47,923 at 6%.
Chapter 13 Office 401K Plan-24$1,858,844$138,017$5,751iApproximate average salary by contribution assumption: employee only about $143,768 at 4% or $95,845 at 6%; with 50% employer match about $95,845 at 4% or $63,897 at 6%; with 100% employer match about $71,884 at 4% or $47,923 at 6%.
William K. Stephenson, Jr., Trustee, D/B/A Chapter 13 Office Money Purchase Pension Plan-0$0--
2012124$1,468,957$144,623$6,026iApproximate average salary by contribution assumption: employee only about $150,649 at 4% or $100,433 at 6%; with 50% employer match about $100,433 at 4% or $66,955 at 6%; with 100% employer match about $75,324 at 4% or $50,216 at 6%.
Chapter 13 Office 401K Plan-24$1,468,957$144,623$6,026iApproximate average salary by contribution assumption: employee only about $150,649 at 4% or $100,433 at 6%; with 50% employer match about $100,433 at 4% or $66,955 at 6%; with 100% employer match about $75,324 at 4% or $50,216 at 6%.
2011224$1,467,263$125,641$5,235iApproximate average salary by contribution assumption: employee only about $130,876 at 4% or $87,251 at 6%; with 50% employer match about $87,251 at 4% or $58,167 at 6%; with 100% employer match about $65,438 at 4% or $43,625 at 6%.
Chapter 13 Office 401K Plan-24$1,156,264$125,641$5,235iApproximate average salary by contribution assumption: employee only about $130,876 at 4% or $87,251 at 6%; with 50% employer match about $87,251 at 4% or $58,167 at 6%; with 100% employer match about $65,438 at 4% or $43,625 at 6%.
William K. Stephenson, Jr., Trustee, D/B/A Chapter 13 Office Money Purchase Pension Plan-1$310,999--
2010221$1,394,104$126,889$6,042iApproximate average salary by contribution assumption: employee only about $151,058 at 4% or $100,706 at 6%; with 50% employer match about $100,706 at 4% or $67,137 at 6%; with 100% employer match about $75,529 at 4% or $50,353 at 6%.
Chapter 13 Office 401K Plan-21$1,071,290$126,889$6,042iApproximate average salary by contribution assumption: employee only about $151,058 at 4% or $100,706 at 6%; with 50% employer match about $100,706 at 4% or $67,137 at 6%; with 100% employer match about $75,529 at 4% or $50,353 at 6%.
William K. Stephenson, Jr., Trustee, D/B/A Chapter 13 Office Money Purchase Pension Plan-1$322,814--
2009221$1,150,353$111,866$5,327iApproximate average salary by contribution assumption: employee only about $133,174 at 4% or $88,783 at 6%; with 50% employer match about $88,783 at 4% or $59,188 at 6%; with 100% employer match about $66,587 at 4% or $44,391 at 6%.
Chapter 13 Office 401K Plan-21$842,860$111,866$5,327iApproximate average salary by contribution assumption: employee only about $133,174 at 4% or $88,783 at 6%; with 50% employer match about $88,783 at 4% or $59,188 at 6%; with 100% employer match about $66,587 at 4% or $44,391 at 6%.
William K. Stephenson, Jr., Trustee, D/B/A Chapter 13 Office Money Purchase Pension Plan-0$307,493--
2008220$593,056$114,974$5,749iApproximate average salary by contribution assumption: employee only about $143,718 at 4% or $95,812 at 6%; with 50% employer match about $95,812 at 4% or $63,874 at 6%; with 100% employer match about $71,859 at 4% or $47,906 at 6%.
Chapter 13 Office 401K Plan-20$593,056$114,974$5,749iApproximate average salary by contribution assumption: employee only about $143,718 at 4% or $95,812 at 6%; with 50% employer match about $95,812 at 4% or $63,874 at 6%; with 100% employer match about $71,859 at 4% or $47,906 at 6%.
William K. Stephenson, Jr., Trustee, D/B/A Chapter 13 Office Money Purchase Pension Plan-0---
2007217$0$0-
Chapter 13 Office 401K Plan-17---
William K. Stephenson, Jr., Trustee, D/B/A Chapter 13 Office Money Purchase Pension Plan-1---
2006223$997,793$86,337$3,754iApproximate average salary by contribution assumption: employee only about $93,845 at 4% or $62,563 at 6%; with 50% employer match about $62,563 at 4% or $41,709 at 6%; with 100% employer match about $46,922 at 4% or $31,282 at 6%.
Chapter 13 Office 401K Plan-23$657,023$86,337$3,754iApproximate average salary by contribution assumption: employee only about $93,845 at 4% or $62,563 at 6%; with 50% employer match about $62,563 at 4% or $41,709 at 6%; with 100% employer match about $46,922 at 4% or $31,282 at 6%.
William K. Stephenson, Jr., Trustee, D/B/A Chapter 13 Office Money Purchase Pension Plan-1$340,770--
2005125$538,541$79,615$3,185iApproximate average salary by contribution assumption: employee only about $79,615 at 4% or $53,077 at 6%; with 50% employer match about $53,077 at 4% or $35,384 at 6%; with 100% employer match about $39,808 at 4% or $26,538 at 6%.
Chapter 13 Office 401K Plan-25$538,541$79,615$3,185iApproximate average salary by contribution assumption: employee only about $79,615 at 4% or $53,077 at 6%; with 50% employer match about $53,077 at 4% or $35,384 at 6%; with 100% employer match about $39,808 at 4% or $26,538 at 6%.
2004225$753,343$119,397$4,776iApproximate average salary by contribution assumption: employee only about $119,397 at 4% or $79,598 at 6%; with 50% employer match about $79,598 at 4% or $53,065 at 6%; with 100% employer match about $59,699 at 4% or $39,799 at 6%.
Chapter 13 Office 401K Plan-25$461,095$119,397$4,776iApproximate average salary by contribution assumption: employee only about $119,397 at 4% or $79,598 at 6%; with 50% employer match about $79,598 at 4% or $53,065 at 6%; with 100% employer match about $59,699 at 4% or $39,799 at 6%.
William K. Stephenson, Jr., Trustee, D/B/A Chapter 13 Office Money Purchase Pension Plan-1$292,248--
2003225$579,115$95,267$3,811iApproximate average salary by contribution assumption: employee only about $95,267 at 4% or $63,511 at 6%; with 50% employer match about $63,511 at 4% or $42,341 at 6%; with 100% employer match about $47,634 at 4% or $31,756 at 6%.
Chapter 13 Office 401K Plan-25$301,428$95,267$3,811iApproximate average salary by contribution assumption: employee only about $95,267 at 4% or $63,511 at 6%; with 50% employer match about $63,511 at 4% or $42,341 at 6%; with 100% employer match about $47,634 at 4% or $31,756 at 6%.
William K. Stephenson, Jr., Trustee, D/B/A Chapter 13 Office Money Purchase Pension Plan-17$277,687--
2002225$361,006$42,681$1,707iApproximate average salary by contribution assumption: employee only about $42,681 at 4% or $28,454 at 6%; with 50% employer match about $28,454 at 4% or $18,969 at 6%; with 100% employer match about $21,341 at 4% or $14,227 at 6%.
William K. Stephenson, Jr., Trustee, D/B/A Chapter 13 Office Money Purchase Pension Plan-14$204,720$34,034$2,431iApproximate average salary by contribution assumption: employee only about $60,775 at 4% or $40,517 at 6%; with 50% employer match about $40,517 at 4% or $27,011 at 6%; with 100% employer match about $30,388 at 4% or $20,258 at 6%.
Chapter 13 Office 401K Plan-25$156,286$8,647$346iApproximate average salary by contribution assumption: employee only about $8,647 at 4% or $5,765 at 6%; with 50% employer match about $5,765 at 4% or $3,843 at 6%; with 100% employer match about $4,324 at 4% or $2,882 at 6%.
2001118$0$0-
William K. Stephenson, Jr., Trustee, D/B/A Chapter 13 Office Money Purchase Pension Plan-18---
2000114$350,310$21,232$1,517iApproximate average salary by contribution assumption: employee only about $37,914 at 4% or $25,276 at 6%; with 50% employer match about $25,276 at 4% or $16,851 at 6%; with 100% employer match about $18,957 at 4% or $12,638 at 6%.
William K. Stephenson, Jr., Trustee, D/B/A Chapter 13 Office Money Purchase Pension Plan-14$350,310$21,232$1,517iApproximate average salary by contribution assumption: employee only about $37,914 at 4% or $25,276 at 6%; with 50% employer match about $25,276 at 4% or $16,851 at 6%; with 100% employer match about $18,957 at 4% or $12,638 at 6%.
1999115$380,931$19,152$1,277iApproximate average salary by contribution assumption: employee only about $31,920 at 4% or $21,280 at 6%; with 50% employer match about $21,280 at 4% or $14,187 at 6%; with 100% employer match about $15,960 at 4% or $10,640 at 6%.
William K. Stephenson, Jr., Trustee, D/B/A Chapter 13 Office Money Purchase Pension Plan-15$380,931$19,152$1,277iApproximate average salary by contribution assumption: employee only about $31,920 at 4% or $21,280 at 6%; with 50% employer match about $21,280 at 4% or $14,187 at 6%; with 100% employer match about $15,960 at 4% or $10,640 at 6%.