Civic Intelligence

Robert Stewart & Associates Inc.

Plan context: Stewart & Associates Retirement Plan

EIN 58-1378694 • 18 filings • 1 plans

Current Snapshot

Latest Year

2017

2017 Participants

5

2017 Assets

$494,642

2017 Contributions

$3,439

Historical Graphs

Total Assets Over Time

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

$641,142$320,571$0199920092016YearValue
$494,642Latest year 2016

Participants Over Time

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

840199920082016YearValue
5Latest year 2016

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
201710$0$3,439-
Stewart & Associates Retirement Plan-0-$3,439-
201615$494,642$13,802$2,760iApproximate average salary by contribution assumption: employee only about $69,010 at 4% or $46,007 at 6%; with 50% employer match about $46,007 at 4% or $30,671 at 6%; with 100% employer match about $34,505 at 4% or $23,003 at 6%.
Stewart & Associates Retirement Plan-5$494,642$13,802$2,760iApproximate average salary by contribution assumption: employee only about $69,010 at 4% or $46,007 at 6%; with 50% employer match about $46,007 at 4% or $30,671 at 6%; with 100% employer match about $34,505 at 4% or $23,003 at 6%.
201515$476,772$13,648$2,730iApproximate average salary by contribution assumption: employee only about $68,240 at 4% or $45,493 at 6%; with 50% employer match about $45,493 at 4% or $30,329 at 6%; with 100% employer match about $34,120 at 4% or $22,747 at 6%.
Stewart & Associates Retirement Plan-5$476,772$13,648$2,730iApproximate average salary by contribution assumption: employee only about $68,240 at 4% or $45,493 at 6%; with 50% employer match about $45,493 at 4% or $30,329 at 6%; with 100% employer match about $34,120 at 4% or $22,747 at 6%.
201415$641,142$15,023$3,005iApproximate average salary by contribution assumption: employee only about $75,115 at 4% or $50,077 at 6%; with 50% employer match about $50,077 at 4% or $33,384 at 6%; with 100% employer match about $37,558 at 4% or $25,038 at 6%.
Stewart & Associates Retirement Plan-5$641,142$15,023$3,005iApproximate average salary by contribution assumption: employee only about $75,115 at 4% or $50,077 at 6%; with 50% employer match about $50,077 at 4% or $33,384 at 6%; with 100% employer match about $37,558 at 4% or $25,038 at 6%.
201315$579,736$33,133$6,627iApproximate average salary by contribution assumption: employee only about $165,665 at 4% or $110,443 at 6%; with 50% employer match about $110,443 at 4% or $73,629 at 6%; with 100% employer match about $82,833 at 4% or $55,222 at 6%.
Stewart & Associates Retirement Plan-5$579,736$33,133$6,627iApproximate average salary by contribution assumption: employee only about $165,665 at 4% or $110,443 at 6%; with 50% employer match about $110,443 at 4% or $73,629 at 6%; with 100% employer match about $82,833 at 4% or $55,222 at 6%.
201215$473,503$24,122$4,824iApproximate average salary by contribution assumption: employee only about $120,610 at 4% or $80,407 at 6%; with 50% employer match about $80,407 at 4% or $53,604 at 6%; with 100% employer match about $60,305 at 4% or $40,203 at 6%.
Stewart & Associates Retirement Plan-5$473,503$24,122$4,824iApproximate average salary by contribution assumption: employee only about $120,610 at 4% or $80,407 at 6%; with 50% employer match about $80,407 at 4% or $53,604 at 6%; with 100% employer match about $60,305 at 4% or $40,203 at 6%.
201115$415,876$18,075$3,615iApproximate average salary by contribution assumption: employee only about $90,375 at 4% or $60,250 at 6%; with 50% employer match about $60,250 at 4% or $40,167 at 6%; with 100% employer match about $45,188 at 4% or $30,125 at 6%.
Stewart & Associates Retirement Plan-5$415,876$18,075$3,615iApproximate average salary by contribution assumption: employee only about $90,375 at 4% or $60,250 at 6%; with 50% employer match about $60,250 at 4% or $40,167 at 6%; with 100% employer match about $45,188 at 4% or $30,125 at 6%.
201016$402,235$25,987$4,331iApproximate average salary by contribution assumption: employee only about $108,279 at 4% or $72,186 at 6%; with 50% employer match about $72,186 at 4% or $48,124 at 6%; with 100% employer match about $54,140 at 4% or $36,093 at 6%.
Stewart & Associates Retirement Plan-6$402,235$25,987$4,331iApproximate average salary by contribution assumption: employee only about $108,279 at 4% or $72,186 at 6%; with 50% employer match about $72,186 at 4% or $48,124 at 6%; with 100% employer match about $54,140 at 4% or $36,093 at 6%.
200917$506,422$30,265$4,324iApproximate average salary by contribution assumption: employee only about $108,089 at 4% or $72,060 at 6%; with 50% employer match about $72,060 at 4% or $48,040 at 6%; with 100% employer match about $54,045 at 4% or $36,030 at 6%.
Stewart & Associates Retirement Plan-7$506,422$30,265$4,324iApproximate average salary by contribution assumption: employee only about $108,089 at 4% or $72,060 at 6%; with 50% employer match about $72,060 at 4% or $48,040 at 6%; with 100% employer match about $54,045 at 4% or $36,030 at 6%.
200817$417,895$69,714$9,959iApproximate average salary by contribution assumption: employee only about $248,979 at 4% or $165,986 at 6%; with 50% employer match about $165,986 at 4% or $110,657 at 6%; with 100% employer match about $124,489 at 4% or $82,993 at 6%.
Stewart & Associates Retirement Plan-7$417,895$69,714$9,959iApproximate average salary by contribution assumption: employee only about $248,979 at 4% or $165,986 at 6%; with 50% employer match about $165,986 at 4% or $110,657 at 6%; with 100% employer match about $124,489 at 4% or $82,993 at 6%.
200717$0$0-
Stewart & Associates Retirement Plan-7---
200617$586,343$73,479$10,497iApproximate average salary by contribution assumption: employee only about $262,425 at 4% or $174,950 at 6%; with 50% employer match about $174,950 at 4% or $116,633 at 6%; with 100% employer match about $131,213 at 4% or $87,475 at 6%.
Stewart & Associates Retirement Plan-7$586,343$73,479$10,497iApproximate average salary by contribution assumption: employee only about $262,425 at 4% or $174,950 at 6%; with 50% employer match about $174,950 at 4% or $116,633 at 6%; with 100% employer match about $131,213 at 4% or $87,475 at 6%.
200514$556,865$55,731$13,933iApproximate average salary by contribution assumption: employee only about $348,319 at 4% or $232,213 at 6%; with 50% employer match about $232,213 at 4% or $154,808 at 6%; with 100% employer match about $174,159 at 4% or $116,106 at 6%.
Stewart & Associates Retirement Plan-4$556,865$55,731$13,933iApproximate average salary by contribution assumption: employee only about $348,319 at 4% or $232,213 at 6%; with 50% employer match about $232,213 at 4% or $154,808 at 6%; with 100% employer match about $174,159 at 4% or $116,106 at 6%.
200417$518,373$65,673$9,382iApproximate average salary by contribution assumption: employee only about $234,546 at 4% or $156,364 at 6%; with 50% employer match about $156,364 at 4% or $104,243 at 6%; with 100% employer match about $117,273 at 4% or $78,182 at 6%.
Stewart & Associates Retirement Plan-7$518,373$65,673$9,382iApproximate average salary by contribution assumption: employee only about $234,546 at 4% or $156,364 at 6%; with 50% employer match about $156,364 at 4% or $104,243 at 6%; with 100% employer match about $117,273 at 4% or $78,182 at 6%.
200315$408,617$78,252$15,650iApproximate average salary by contribution assumption: employee only about $391,260 at 4% or $260,840 at 6%; with 50% employer match about $260,840 at 4% or $173,893 at 6%; with 100% employer match about $195,630 at 4% or $130,420 at 6%.
Stewart & Associates Retirement Plan-5$408,617$78,252$15,650iApproximate average salary by contribution assumption: employee only about $391,260 at 4% or $260,840 at 6%; with 50% employer match about $260,840 at 4% or $173,893 at 6%; with 100% employer match about $195,630 at 4% or $130,420 at 6%.
200218$265,597$69,922$8,740iApproximate average salary by contribution assumption: employee only about $218,506 at 4% or $145,671 at 6%; with 50% employer match about $145,671 at 4% or $97,114 at 6%; with 100% employer match about $109,253 at 4% or $72,835 at 6%.
Stewart & Associates Retirement Plan-8$265,597$69,922$8,740iApproximate average salary by contribution assumption: employee only about $218,506 at 4% or $145,671 at 6%; with 50% employer match about $145,671 at 4% or $97,114 at 6%; with 100% employer match about $109,253 at 4% or $72,835 at 6%.
200118$0$0-
Stewart & Associates Retirement Plan-8---
199917$269,994$54,938$7,848iApproximate average salary by contribution assumption: employee only about $196,207 at 4% or $130,805 at 6%; with 50% employer match about $130,805 at 4% or $87,203 at 6%; with 100% employer match about $98,104 at 4% or $65,402 at 6%.
Stewart & Associates Retirement Plan-7$269,994$54,938$7,848iApproximate average salary by contribution assumption: employee only about $196,207 at 4% or $130,805 at 6%; with 50% employer match about $130,805 at 4% or $87,203 at 6%; with 100% employer match about $98,104 at 4% or $65,402 at 6%.