Civic Intelligence

Stewart & Stewart

Plan context: Stewart & Stewart Money Purchase Plan

EIN 58-1737670 • Chevy Chase, MD • 19 filings • 2 plans

5200 Chamberlin AvenueChevy Chase, MD 20815
Current Snapshot

Latest Year

2020

2020 Participants

16

2020 Assets

$1,372,643

2020 Contributions

$462,402

Historical Graphs

Total Assets Over Time

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

$13,595,791$6,797,896$0200320122019YearValue
$1,372,643Latest year 2019

Participants Over Time

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

51260200320112019YearValue
16Latest year 2019

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
202010$0$0-
Stewart & Stewart Money Purchase Plan-0$0$0-
2019116$1,372,643$0-
Stewart & Stewart Money Purchase Plan-16$1,372,643$0-
2018136$6,753,942$0-
Stewart & Stewart Money Purchase Plan-36$6,753,942$0-
2017138$7,063,371$0-
Stewart & Stewart Money Purchase Plan-38$7,063,371$0-
2016137$5,991,312$0-
Stewart & Stewart Money Purchase Plan-37$5,991,312$0-
2015141$6,344,829$0-
Stewart & Stewart Money Purchase Plan-41$6,344,829$0-
2014143$6,830,467$0-
Stewart & Stewart Money Purchase Plan-43$6,830,467$0-
2013151$7,849,499$462,402$9,067iApproximate average salary by contribution assumption: employee only about $226,668 at 4% or $151,112 at 6%; with 50% employer match about $151,112 at 4% or $100,741 at 6%; with 100% employer match about $113,334 at 4% or $75,556 at 6%.
Stewart & Stewart Money Purchase Plan-51$7,849,499$462,402$9,067iApproximate average salary by contribution assumption: employee only about $226,668 at 4% or $151,112 at 6%; with 50% employer match about $151,112 at 4% or $100,741 at 6%; with 100% employer match about $113,334 at 4% or $75,556 at 6%.
2012251$13,595,791$941,787$18,466iApproximate average salary by contribution assumption: employee only about $461,660 at 4% or $307,774 at 6%; with 50% employer match about $307,774 at 4% or $205,182 at 6%; with 100% employer match about $230,830 at 4% or $153,887 at 6%.
Stewart & Stewart Money Purchase Plan-51$6,811,915$470,294$9,221iApproximate average salary by contribution assumption: employee only about $230,536 at 4% or $153,691 at 6%; with 50% employer match about $153,691 at 4% or $102,461 at 6%; with 100% employer match about $115,268 at 4% or $76,845 at 6%.
STEWART & STEWART MONEY PURCHASE PLAN-51$6,783,876$471,493$9,245iApproximate average salary by contribution assumption: employee only about $231,124 at 4% or $154,083 at 6%; with 50% employer match about $154,083 at 4% or $102,722 at 6%; with 100% employer match about $115,562 at 4% or $77,041 at 6%.
2011149$6,006,973$434,488$8,867iApproximate average salary by contribution assumption: employee only about $221,678 at 4% or $147,785 at 6%; with 50% employer match about $147,785 at 4% or $98,523 at 6%; with 100% employer match about $110,839 at 4% or $73,893 at 6%.
STEWART & STEWART MONEY PURCHASE PLAN-49$6,006,973$434,488$8,867iApproximate average salary by contribution assumption: employee only about $221,678 at 4% or $147,785 at 6%; with 50% employer match about $147,785 at 4% or $98,523 at 6%; with 100% employer match about $110,839 at 4% or $73,893 at 6%.
2010149$5,971,457$431,464$8,805iApproximate average salary by contribution assumption: employee only about $220,135 at 4% or $146,756 at 6%; with 50% employer match about $146,756 at 4% or $97,838 at 6%; with 100% employer match about $110,067 at 4% or $73,378 at 6%.
STEWART & STEWART MONEY PURCHASE PLAN-49$5,971,457$431,464$8,805iApproximate average salary by contribution assumption: employee only about $220,135 at 4% or $146,756 at 6%; with 50% employer match about $146,756 at 4% or $97,838 at 6%; with 100% employer match about $110,067 at 4% or $73,378 at 6%.
2009149$5,138,220$437,549$8,930iApproximate average salary by contribution assumption: employee only about $223,239 at 4% or $148,826 at 6%; with 50% employer match about $148,826 at 4% or $99,217 at 6%; with 100% employer match about $111,620 at 4% or $74,413 at 6%.
Stewart & Stewart Money Purchase Plan-49$5,138,220$437,549$8,930iApproximate average salary by contribution assumption: employee only about $223,239 at 4% or $148,826 at 6%; with 50% employer match about $148,826 at 4% or $99,217 at 6%; with 100% employer match about $111,620 at 4% or $74,413 at 6%.
2008134$0$0-
Stewart & Stewart Money Purchase Plan-34---
2007126$0$0-
Stewart & Stewart Money Purchase Plan-26---
2006128$5,333,158$186,431$6,658iApproximate average salary by contribution assumption: employee only about $166,456 at 4% or $110,971 at 6%; with 50% employer match about $110,971 at 4% or $73,981 at 6%; with 100% employer match about $83,228 at 4% or $55,485 at 6%.
Stewart & Stewart Money Purchase Plan-28$5,333,158$186,431$6,658iApproximate average salary by contribution assumption: employee only about $166,456 at 4% or $110,971 at 6%; with 50% employer match about $110,971 at 4% or $73,981 at 6%; with 100% employer match about $83,228 at 4% or $55,485 at 6%.
2005126$4,589,285$164,786$6,338iApproximate average salary by contribution assumption: employee only about $158,448 at 4% or $105,632 at 6%; with 50% employer match about $105,632 at 4% or $70,421 at 6%; with 100% employer match about $79,224 at 4% or $52,816 at 6%.
Stewart & Stewart Money Purchase Plan-26$4,589,285$164,786$6,338iApproximate average salary by contribution assumption: employee only about $158,448 at 4% or $105,632 at 6%; with 50% employer match about $105,632 at 4% or $70,421 at 6%; with 100% employer match about $79,224 at 4% or $52,816 at 6%.
2004126$4,175,961$171,811$6,608iApproximate average salary by contribution assumption: employee only about $165,203 at 4% or $110,135 at 6%; with 50% employer match about $110,135 at 4% or $73,424 at 6%; with 100% employer match about $82,601 at 4% or $55,068 at 6%.
Stewart & Stewart Money Purchase Plan-26$4,175,961$171,811$6,608iApproximate average salary by contribution assumption: employee only about $165,203 at 4% or $110,135 at 6%; with 50% employer match about $110,135 at 4% or $73,424 at 6%; with 100% employer match about $82,601 at 4% or $55,068 at 6%.
2003131$3,631,251$181,948$5,869iApproximate average salary by contribution assumption: employee only about $146,732 at 4% or $97,822 at 6%; with 50% employer match about $97,822 at 4% or $65,214 at 6%; with 100% employer match about $73,366 at 4% or $48,911 at 6%.
Stewart & Stewart Money Purchase Plan-31$3,631,251$181,948$5,869iApproximate average salary by contribution assumption: employee only about $146,732 at 4% or $97,822 at 6%; with 50% employer match about $97,822 at 4% or $65,214 at 6%; with 100% employer match about $73,366 at 4% or $48,911 at 6%.