Stephens Federal Bank
Plan context: Stephens Federal Bank Section 401K Profit Sharing Plan
EIN 58-0447300 • Toccoa, GA • 29 filings • 6 plans
Current Snapshot
Latest Year
2014
2014 Participants
39
2014 Assets
$2,857,220
2014 Contributions
$195,000
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 0 | $0 | $0 | - |
| Stephens Federal Bank Section 401K Profit Sharing Plan | - | 0 | $0 | - | - |
| 2013 | 1 | 39 | $2,857,220 | $195,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Stephens Federal Bank Section 401K Profit Sharing Plan | - | 39 | $2,857,220 | $195,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2012 | 1 | 38 | $2,269,305 | $329,732 | $8,677iApproximate average salary by contribution assumption: employee only about $216,929 at 4% or $144,619 at 6%; with 50% employer match about $144,619 at 4% or $96,413 at 6%; with 100% employer match about $108,464 at 4% or $72,310 at 6%. |
| Stephens Federal Bank Section 401K Profit Sharing Plan | - | 38 | $2,269,305 | $329,732 | $8,677iApproximate average salary by contribution assumption: employee only about $216,929 at 4% or $144,619 at 6%; with 50% employer match about $144,619 at 4% or $96,413 at 6%; with 100% employer match about $108,464 at 4% or $72,310 at 6%. |
| 2011 | 2 | 44 | $2,444,803 | $622,663 | $14,151iApproximate average salary by contribution assumption: employee only about $353,786 at 4% or $235,857 at 6%; with 50% employer match about $235,857 at 4% or $157,238 at 6%; with 100% employer match about $176,893 at 4% or $117,929 at 6%. |
| Stephens Federal Bank Section 401K Profit Sharing Plan | - | 44 | $2,444,803 | $225,893 | $5,134iApproximate average salary by contribution assumption: employee only about $128,348 at 4% or $85,566 at 6%; with 50% employer match about $85,566 at 4% or $57,044 at 6%; with 100% employer match about $64,174 at 4% or $42,783 at 6%. |
| Stephens Federal Savings and Loan Association Pension Retirement Plan | - | 0 | $0 | $396,770 | - |
| 2010 | 2 | 63 | $4,200,443 | $365,291 | $5,798iApproximate average salary by contribution assumption: employee only about $144,957 at 4% or $96,638 at 6%; with 50% employer match about $96,638 at 4% or $64,425 at 6%; with 100% employer match about $72,478 at 4% or $48,319 at 6%. |
| Stephens Federal Bank Section 401K Profit Sharing Plan | - | 48 | $2,358,739 | $265,291 | $5,527iApproximate average salary by contribution assumption: employee only about $138,172 at 4% or $92,115 at 6%; with 50% employer match about $92,115 at 4% or $61,410 at 6%; with 100% employer match about $69,086 at 4% or $46,057 at 6%. |
| Stephens Federal Savings and Loan Association Pension Retirement Plan | - | 63 | $1,841,704 | $100,000 | $1,587iApproximate average salary by contribution assumption: employee only about $39,683 at 4% or $26,455 at 6%; with 50% employer match about $26,455 at 4% or $17,637 at 6%; with 100% employer match about $19,841 at 4% or $13,228 at 6%. |
| 2009 | 3 | 66 | $3,920,651 | $385,120 | $5,835iApproximate average salary by contribution assumption: employee only about $145,879 at 4% or $97,253 at 6%; with 50% employer match about $97,253 at 4% or $64,835 at 6%; with 100% employer match about $72,939 at 4% or $48,626 at 6%. |
| Stephens Federal Bank Section 401K Profit Sharing Plan | - | 54 | $2,144,781 | $232,681 | $4,309iApproximate average salary by contribution assumption: employee only about $107,723 at 4% or $71,815 at 6%; with 50% employer match about $71,815 at 4% or $47,877 at 6%; with 100% employer match about $53,861 at 4% or $35,908 at 6%. |
| Stephens Federal Savings and Loan Association Pension Retirement Plan | - | 66 | $1,775,870 | $152,439 | $2,310iApproximate average salary by contribution assumption: employee only about $57,742 at 4% or $38,495 at 6%; with 50% employer match about $38,495 at 4% or $25,663 at 6%; with 100% employer match about $28,871 at 4% or $19,247 at 6%. |
| Stephens Federal Savings and Loan Association Pension Retirement Plan | - | - | - | - | - |
| 2008 | 2 | 66 | $1,607,998 | $249,907 | $3,786iApproximate average salary by contribution assumption: employee only about $94,662 at 4% or $63,108 at 6%; with 50% employer match about $63,108 at 4% or $42,072 at 6%; with 100% employer match about $47,331 at 4% or $31,554 at 6%. |
| Stephens Federal Bank Section 401K Profit Sharing Plan | - | 66 | $1,607,998 | $249,907 | $3,786iApproximate average salary by contribution assumption: employee only about $94,662 at 4% or $63,108 at 6%; with 50% employer match about $63,108 at 4% or $42,072 at 6%; with 100% employer match about $47,331 at 4% or $31,554 at 6%. |
| Stephens Federal Savings and Loan Association Pension Retirement Plan | - | 50 | - | - | - |
| 2007 | 2 | 57 | $1,987,353 | $316,809 | $5,558iApproximate average salary by contribution assumption: employee only about $138,951 at 4% or $92,634 at 6%; with 50% employer match about $92,634 at 4% or $61,756 at 6%; with 100% employer match about $69,476 at 4% or $46,317 at 6%. |
| Stephens Federal Bank Section 401K Profit Sharing Plan | - | 57 | $1,987,353 | $316,809 | $5,558iApproximate average salary by contribution assumption: employee only about $138,951 at 4% or $92,634 at 6%; with 50% employer match about $92,634 at 4% or $61,756 at 6%; with 100% employer match about $69,476 at 4% or $46,317 at 6%. |
| Stephens Federal Savings and Loan Association Pension Retirement Plan | - | 53 | - | - | - |
| 2006 | 2 | 59 | $3,152,514 | $457,036 | $7,746iApproximate average salary by contribution assumption: employee only about $193,659 at 4% or $129,106 at 6%; with 50% employer match about $129,106 at 4% or $86,071 at 6%; with 100% employer match about $96,830 at 4% or $64,553 at 6%. |
| Stephens Federal Bank Section 401K Profit Sharing Plan | - | 49 | $1,585,875 | $243,493 | $4,969iApproximate average salary by contribution assumption: employee only about $124,231 at 4% or $82,821 at 6%; with 50% employer match about $82,821 at 4% or $55,214 at 6%; with 100% employer match about $62,116 at 4% or $41,410 at 6%. |
| Stephens Federal Savings and Loan Association Pension Retirement Plan | - | 59 | $1,566,639 | $213,543 | $3,619iApproximate average salary by contribution assumption: employee only about $90,484 at 4% or $60,323 at 6%; with 50% employer match about $60,323 at 4% or $40,215 at 6%; with 100% employer match about $45,242 at 4% or $30,161 at 6%. |
| 2005 | 2 | 53 | $2,633,290 | $415,096 | $7,832iApproximate average salary by contribution assumption: employee only about $195,800 at 4% or $130,533 at 6%; with 50% employer match about $130,533 at 4% or $87,022 at 6%; with 100% employer match about $97,900 at 4% or $65,267 at 6%. |
| Stephens Federal Savings and Loan Association Pension Retirement Plan | - | 53 | $1,370,183 | $209,874 | $3,960iApproximate average salary by contribution assumption: employee only about $98,997 at 4% or $65,998 at 6%; with 50% employer match about $65,998 at 4% or $43,999 at 6%; with 100% employer match about $49,499 at 4% or $32,999 at 6%. |
| Stephens Federal Bank Section 401K Profit Sharing Plan | - | 47 | $1,263,107 | $205,222 | $4,366iApproximate average salary by contribution assumption: employee only about $109,161 at 4% or $72,774 at 6%; with 50% employer match about $72,774 at 4% or $48,516 at 6%; with 100% employer match about $54,580 at 4% or $36,387 at 6%. |
| 2004 | 2 | 54 | $2,243,469 | $342,510 | $6,343iApproximate average salary by contribution assumption: employee only about $158,569 at 4% or $105,713 at 6%; with 50% employer match about $105,713 at 4% or $70,475 at 6%; with 100% employer match about $79,285 at 4% or $52,856 at 6%. |
| Stephens Federal Savings and Loan Association Pension Retirement Plan | - | 54 | $1,209,252 | $184,933 | $3,425iApproximate average salary by contribution assumption: employee only about $85,617 at 4% or $57,078 at 6%; with 50% employer match about $57,078 at 4% or $38,052 at 6%; with 100% employer match about $42,809 at 4% or $28,539 at 6%. |
| Stephens Federal Bank Section 401K Profit Sharing Plan | - | 43 | $1,034,217 | $157,577 | $3,665iApproximate average salary by contribution assumption: employee only about $91,615 at 4% or $61,076 at 6%; with 50% employer match about $61,076 at 4% or $40,718 at 6%; with 100% employer match about $45,807 at 4% or $30,538 at 6%. |
| 2003 | 2 | 49 | $1,911,088 | $303,948 | $6,203iApproximate average salary by contribution assumption: employee only about $155,076 at 4% or $103,384 at 6%; with 50% employer match about $103,384 at 4% or $68,922 at 6%; with 100% employer match about $77,538 at 4% or $51,692 at 6%. |
| Stephens Federal Savings and Loan Association Pension Retirement Plan | - | 49 | $1,053,756 | $144,677 | $2,953iApproximate average salary by contribution assumption: employee only about $73,815 at 4% or $49,210 at 6%; with 50% employer match about $49,210 at 4% or $32,807 at 6%; with 100% employer match about $36,907 at 4% or $24,605 at 6%. |
| Stephens Federal Bank Section 401K Profit Sharing Plan | - | 39 | $857,332 | $159,271 | $4,084iApproximate average salary by contribution assumption: employee only about $102,097 at 4% or $68,065 at 6%; with 50% employer match about $68,065 at 4% or $45,376 at 6%; with 100% employer match about $51,048 at 4% or $34,032 at 6%. |
| 2002 | 2 | 42 | $1,527,845 | $259,945 | $6,189iApproximate average salary by contribution assumption: employee only about $154,729 at 4% or $103,153 at 6%; with 50% employer match about $103,153 at 4% or $68,769 at 6%; with 100% employer match about $77,365 at 4% or $51,576 at 6%. |
| Stephens Federal Savings and Loan Association Pension Retirement Plan | - | 42 | $929,668 | $132,207 | $3,148iApproximate average salary by contribution assumption: employee only about $78,695 at 4% or $52,463 at 6%; with 50% employer match about $52,463 at 4% or $34,975 at 6%; with 100% employer match about $39,347 at 4% or $26,232 at 6%. |
| Stephens Federal Bank Section 401K Profit Sharing Plan | - | 35 | $598,177 | $127,738 | $3,650iApproximate average salary by contribution assumption: employee only about $91,241 at 4% or $60,828 at 6%; with 50% employer match about $60,828 at 4% or $40,552 at 6%; with 100% employer match about $45,621 at 4% or $30,414 at 6%. |
| 2001 | 2 | 38 | $592,930 | $116,323 | $3,061iApproximate average salary by contribution assumption: employee only about $76,528 at 4% or $51,019 at 6%; with 50% employer match about $51,019 at 4% or $34,013 at 6%; with 100% employer match about $38,264 at 4% or $25,509 at 6%. |
| Stephens Federal Bank Section 401K Profit Sharing Plan | - | 36 | $592,930 | $116,323 | $3,231iApproximate average salary by contribution assumption: employee only about $80,780 at 4% or $53,853 at 6%; with 50% employer match about $53,853 at 4% or $35,902 at 6%; with 100% employer match about $40,390 at 4% or $26,927 at 6%. |
| Stephens Federal Savings and Loan Association Pension Retirement Plan | - | 38 | - | - | - |
| 2000 | 1 | 32 | $708,352 | $85,000 | $2,656iApproximate average salary by contribution assumption: employee only about $66,406 at 4% or $44,271 at 6%; with 50% employer match about $44,271 at 4% or $29,514 at 6%; with 100% employer match about $33,203 at 4% or $22,135 at 6%. |
| Stephens Federal Savings and Loan Association Pension Retirement Plan | - | 32 | $708,352 | $85,000 | $2,656iApproximate average salary by contribution assumption: employee only about $66,406 at 4% or $44,271 at 6%; with 50% employer match about $44,271 at 4% or $29,514 at 6%; with 100% employer match about $33,203 at 4% or $22,135 at 6%. |
| 1999 | 2 | 23 | $1,056,079 | $153,645 | $6,680iApproximate average salary by contribution assumption: employee only about $167,005 at 4% or $111,337 at 6%; with 50% employer match about $111,337 at 4% or $74,225 at 6%; with 100% employer match about $83,503 at 4% or $55,668 at 6%. |
| Stephens Federal Savings and Loan Association Pension Retirement Plan | - | 21 | $639,761 | $57,378 | $2,732iApproximate average salary by contribution assumption: employee only about $68,307 at 4% or $45,538 at 6%; with 50% employer match about $45,538 at 4% or $30,359 at 6%; with 100% employer match about $34,154 at 4% or $22,769 at 6%. |
| Stephens Federal Bank Section 401K Profit Sharing Plan | - | 23 | $416,318 | $96,267 | $4,186iApproximate average salary by contribution assumption: employee only about $104,638 at 4% or $69,759 at 6%; with 50% employer match about $69,759 at 4% or $46,506 at 6%; with 100% employer match about $52,319 at 4% or $34,879 at 6%. |