Civic Intelligence

John Stephens & Associates

Plan context: John Stephens & Associates Profit Sharing Retirement Plan

EIN 57-0911103 • 10 filings • 3 plans

Current Snapshot

Latest Year

2007

2007 Participants

2

2007 Assets

$554,036

2007 Contributions

$70,051

Historical Graphs

Total Assets Over Time

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

$554,036$277,018$0199920042007YearValue
$554,036Latest year 2007

Participants Over Time

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

320199920032007YearValue
2Latest year 2007

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
200722$554,036$70,051$35,026iApproximate average salary by contribution assumption: employee only about $875,638 at 4% or $583,758 at 6%; with 50% employer match about $583,758 at 4% or $389,172 at 6%; with 100% employer match about $437,819 at 4% or $291,879 at 6%.
John Stephens & Associates Profit Sharing Retirement Plan-2$512,723$28,738$14,369iApproximate average salary by contribution assumption: employee only about $359,225 at 4% or $239,483 at 6%; with 50% employer match about $239,483 at 4% or $159,656 at 6%; with 100% employer match about $179,613 at 4% or $119,742 at 6%.
JOHN STEPHENS & ASSOCIATES DEFINED BENEFIT PENSION PLAN-2$41,313$41,313$20,657iApproximate average salary by contribution assumption: employee only about $516,413 at 4% or $344,275 at 6%; with 50% employer match about $344,275 at 4% or $229,517 at 6%; with 100% employer match about $258,206 at 4% or $172,138 at 6%.
200612$448,186$53,636$26,818iApproximate average salary by contribution assumption: employee only about $670,450 at 4% or $446,967 at 6%; with 50% employer match about $446,967 at 4% or $297,978 at 6%; with 100% employer match about $335,225 at 4% or $223,483 at 6%.
John Stephens & Associates Profit Sharing Retirement Plan-2$448,186$53,636$26,818iApproximate average salary by contribution assumption: employee only about $670,450 at 4% or $446,967 at 6%; with 50% employer match about $446,967 at 4% or $297,978 at 6%; with 100% employer match about $335,225 at 4% or $223,483 at 6%.
200513$351,810$56,073$18,691iApproximate average salary by contribution assumption: employee only about $467,275 at 4% or $311,517 at 6%; with 50% employer match about $311,517 at 4% or $207,678 at 6%; with 100% employer match about $233,638 at 4% or $155,758 at 6%.
John Stephens & Associates Profit Sharing Retirement Plan-3$351,810$56,073$18,691iApproximate average salary by contribution assumption: employee only about $467,275 at 4% or $311,517 at 6%; with 50% employer match about $311,517 at 4% or $207,678 at 6%; with 100% employer match about $233,638 at 4% or $155,758 at 6%.
200413$275,490$44,215$14,738iApproximate average salary by contribution assumption: employee only about $368,458 at 4% or $245,639 at 6%; with 50% employer match about $245,639 at 4% or $163,759 at 6%; with 100% employer match about $184,229 at 4% or $122,819 at 6%.
John Stephens & Associates Profit Sharing Retirement Plan-3$275,490$44,215$14,738iApproximate average salary by contribution assumption: employee only about $368,458 at 4% or $245,639 at 6%; with 50% employer match about $245,639 at 4% or $163,759 at 6%; with 100% employer match about $184,229 at 4% or $122,819 at 6%.
200312$235,054$25,622$12,811iApproximate average salary by contribution assumption: employee only about $320,275 at 4% or $213,517 at 6%; with 50% employer match about $213,517 at 4% or $142,344 at 6%; with 100% employer match about $160,138 at 4% or $106,758 at 6%.
John Stephens & Associates Profit Sharing Retirement Plan-2$235,054$25,622$12,811iApproximate average salary by contribution assumption: employee only about $320,275 at 4% or $213,517 at 6%; with 50% employer match about $213,517 at 4% or $142,344 at 6%; with 100% employer match about $160,138 at 4% or $106,758 at 6%.
200213$170,581$23,895$7,965iApproximate average salary by contribution assumption: employee only about $199,125 at 4% or $132,750 at 6%; with 50% employer match about $132,750 at 4% or $88,500 at 6%; with 100% employer match about $99,563 at 4% or $66,375 at 6%.
John Stephens & Associates Profit Sharing Retirement Plan-3$170,581$23,895$7,965iApproximate average salary by contribution assumption: employee only about $199,125 at 4% or $132,750 at 6%; with 50% employer match about $132,750 at 4% or $88,500 at 6%; with 100% employer match about $99,563 at 4% or $66,375 at 6%.
200113$170,693$21,183$7,061iApproximate average salary by contribution assumption: employee only about $176,525 at 4% or $117,683 at 6%; with 50% employer match about $117,683 at 4% or $78,456 at 6%; with 100% employer match about $88,263 at 4% or $58,842 at 6%.
John Stephens & Associates Profit Sharing Retirement Plan-3$170,693$21,183$7,061iApproximate average salary by contribution assumption: employee only about $176,525 at 4% or $117,683 at 6%; with 50% employer match about $117,683 at 4% or $78,456 at 6%; with 100% employer match about $88,263 at 4% or $58,842 at 6%.
200013$0$0-
John Stephens & Associates Profit Sharing Retirement Plan-3---
199913$142,853$14,742$4,914iApproximate average salary by contribution assumption: employee only about $122,850 at 4% or $81,900 at 6%; with 50% employer match about $81,900 at 4% or $54,600 at 6%; with 100% employer match about $61,425 at 4% or $40,950 at 6%.
John Stephens & Associates Profit Sharing Retirement Plan-3$142,853$14,742$4,914iApproximate average salary by contribution assumption: employee only about $122,850 at 4% or $81,900 at 6%; with 50% employer match about $81,900 at 4% or $54,600 at 6%; with 100% employer match about $61,425 at 4% or $40,950 at 6%.