Civic Intelligence

S & W Management Inc.

Plan context: Stevens & Wilkinson Employees Deferred Income Profit-Sharing Plan

EIN 58-1983537 • Atlanta, GA • 57 filings • 13 plans

100 Peachtree Street, NW Suite 2500Atlanta, GA 30303-1913
Current Snapshot

Latest Year

2021

2021 Participants

89

2021 Assets

$18,997,783

2021 Contributions

$1,500

Historical Graphs

Total Assets Over Time

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

$18,997,783$9,498,892$0199920102020YearValue
$18,997,783Latest year 2020

Participants Over Time

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

158790199920102020YearValue
89Latest year 2020

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
202110$0$1,500-
Stevens & Wilkinson Employees Deferred Income Profit-Sharing Plan-0-$1,500-
2020189$18,997,783$1,397,721$15,705iApproximate average salary by contribution assumption: employee only about $392,618 at 4% or $261,746 at 6%; with 50% employer match about $261,746 at 4% or $174,497 at 6%; with 100% employer match about $196,309 at 4% or $130,873 at 6%.
Stevens & Wilkinson Employees Deferred Income Profit-Sharing Plan-89$18,997,783$1,397,721$15,705iApproximate average salary by contribution assumption: employee only about $392,618 at 4% or $261,746 at 6%; with 50% employer match about $261,746 at 4% or $174,497 at 6%; with 100% employer match about $196,309 at 4% or $130,873 at 6%.
2019298$15,296,670$999,023$10,194iApproximate average salary by contribution assumption: employee only about $254,853 at 4% or $169,902 at 6%; with 50% employer match about $169,902 at 4% or $113,268 at 6%; with 100% employer match about $127,426 at 4% or $84,951 at 6%.
Stevens & Wilkinson Employees Deferred Income Profit-Sharing Plan-98$15,296,670$999,023$10,194iApproximate average salary by contribution assumption: employee only about $254,853 at 4% or $169,902 at 6%; with 50% employer match about $169,902 at 4% or $113,268 at 6%; with 100% employer match about $127,426 at 4% or $84,951 at 6%.
S & W Management Long Term Disability Plan-92---
20182120$13,335,693$952,828$7,940iApproximate average salary by contribution assumption: employee only about $198,506 at 4% or $132,337 at 6%; with 50% employer match about $132,337 at 4% or $88,225 at 6%; with 100% employer match about $99,253 at 4% or $66,169 at 6%.
Stevens & Wilkinson Employees Deferred Income Profit-Sharing Plan-120$13,335,693$952,828$7,940iApproximate average salary by contribution assumption: employee only about $198,506 at 4% or $132,337 at 6%; with 50% employer match about $132,337 at 4% or $88,225 at 6%; with 100% employer match about $99,253 at 4% or $66,169 at 6%.
S & W Management Long Term Disability Plan-110---
20172115$14,283,562$853,730$7,424iApproximate average salary by contribution assumption: employee only about $185,593 at 4% or $123,729 at 6%; with 50% employer match about $123,729 at 4% or $82,486 at 6%; with 100% employer match about $92,797 at 4% or $61,864 at 6%.
Stevens & Wilkinson Employees Deferred Income Profit-Sharing Plan-106$14,283,562$853,730$8,054iApproximate average salary by contribution assumption: employee only about $201,351 at 4% or $134,234 at 6%; with 50% employer match about $134,234 at 4% or $89,490 at 6%; with 100% employer match about $100,676 at 4% or $67,117 at 6%.
S & W Management Long Term Disability Plan-115---
20162109$11,659,617$711,209$6,525iApproximate average salary by contribution assumption: employee only about $163,121 at 4% or $108,748 at 6%; with 50% employer match about $108,748 at 4% or $72,498 at 6%; with 100% employer match about $81,561 at 4% or $54,374 at 6%.
Stevens & Wilkinson Employees Deferred Income Profit-Sharing Plan-109$11,659,617$711,209$6,525iApproximate average salary by contribution assumption: employee only about $163,121 at 4% or $108,748 at 6%; with 50% employer match about $108,748 at 4% or $72,498 at 6%; with 100% employer match about $81,561 at 4% or $54,374 at 6%.
S & W Management Long Term Disability Plan-108---
20151106$11,362,836$959,669$9,053iApproximate average salary by contribution assumption: employee only about $226,337 at 4% or $150,891 at 6%; with 50% employer match about $150,891 at 4% or $100,594 at 6%; with 100% employer match about $113,169 at 4% or $75,446 at 6%.
Stevens & Wilkinson Employees Deferred Income Profit-Sharing Plan-106$11,362,836$959,669$9,053iApproximate average salary by contribution assumption: employee only about $226,337 at 4% or $150,891 at 6%; with 50% employer match about $150,891 at 4% or $100,594 at 6%; with 100% employer match about $113,169 at 4% or $75,446 at 6%.
2014198$12,416,021$619,440$6,321iApproximate average salary by contribution assumption: employee only about $158,020 at 4% or $105,347 at 6%; with 50% employer match about $105,347 at 4% or $70,231 at 6%; with 100% employer match about $79,010 at 4% or $52,673 at 6%.
Stevens & Wilkinson Employees Deferred Income Profit-Sharing Plan-98$12,416,021$619,440$6,321iApproximate average salary by contribution assumption: employee only about $158,020 at 4% or $105,347 at 6%; with 50% employer match about $105,347 at 4% or $70,231 at 6%; with 100% employer match about $79,010 at 4% or $52,673 at 6%.
20131100$11,542,328$492,372$4,924iApproximate average salary by contribution assumption: employee only about $123,093 at 4% or $82,062 at 6%; with 50% employer match about $82,062 at 4% or $54,708 at 6%; with 100% employer match about $61,547 at 4% or $41,031 at 6%.
Stevens & Wilkinson Employees Deferred Income Profit-Sharing Plan-100$11,542,328$492,372$4,924iApproximate average salary by contribution assumption: employee only about $123,093 at 4% or $82,062 at 6%; with 50% employer match about $82,062 at 4% or $54,708 at 6%; with 100% employer match about $61,547 at 4% or $41,031 at 6%.
2012285$7,755,190$448,342$5,275iApproximate average salary by contribution assumption: employee only about $131,865 at 4% or $87,910 at 6%; with 50% employer match about $87,910 at 4% or $58,607 at 6%; with 100% employer match about $65,933 at 4% or $43,955 at 6%.
Stevens & Wilkinson Employees Deferred Income Profit-Sharing Plan-85$7,755,190$435,711$5,126iApproximate average salary by contribution assumption: employee only about $128,150 at 4% or $85,434 at 6%; with 50% employer match about $85,434 at 4% or $56,956 at 6%; with 100% employer match about $64,075 at 4% or $42,717 at 6%.
Stevens & Wilkinson Profit Sharing Plan-0$0$12,631-
2011391$9,270,371$367,603$4,040iApproximate average salary by contribution assumption: employee only about $100,990 at 4% or $67,327 at 6%; with 50% employer match about $67,327 at 4% or $44,884 at 6%; with 100% employer match about $50,495 at 4% or $33,663 at 6%.
Stevens & Wilkinson Employees Deferred Income Profit-Sharing Plan-91$7,361,527$367,603$4,040iApproximate average salary by contribution assumption: employee only about $100,990 at 4% or $67,327 at 6%; with 50% employer match about $67,327 at 4% or $44,884 at 6%; with 100% employer match about $50,495 at 4% or $33,663 at 6%.
Stevens & Wilkinson Profit Sharing Plan-64$1,908,844$0-
Stevens & Wilkinson Employee Stock Ownership Plan-0---
2010489$9,943,529$360,117$4,046iApproximate average salary by contribution assumption: employee only about $101,156 at 4% or $67,438 at 6%; with 50% employer match about $67,438 at 4% or $44,958 at 6%; with 100% employer match about $50,578 at 4% or $33,719 at 6%.
Stevens & Wilkinson Employees Deferred Income Profit-Sharing Plan-89$7,752,803$360,117$4,046iApproximate average salary by contribution assumption: employee only about $101,156 at 4% or $67,438 at 6%; with 50% employer match about $67,438 at 4% or $44,958 at 6%; with 100% employer match about $50,578 at 4% or $33,719 at 6%.
Stevens & Wilkinson Profit Sharing Plan-73$1,467,530--
Stevens & Wilkinson Employee Stock Ownership Plan-50$723,196--
S & W Management Inc. Welfare Benefits Plan-87---
20094146$10,106,805$636,389$4,359iApproximate average salary by contribution assumption: employee only about $108,971 at 4% or $72,647 at 6%; with 50% employer match about $72,647 at 4% or $48,431 at 6%; with 100% employer match about $54,485 at 4% or $36,324 at 6%.
Stevens & Wilkinson Employees Deferred Income Profit-Sharing Plan-96$7,655,999$636,389$6,629iApproximate average salary by contribution assumption: employee only about $165,726 at 4% or $110,484 at 6%; with 50% employer match about $110,484 at 4% or $73,656 at 6%; with 100% employer match about $82,863 at 4% or $55,242 at 6%.
Stevens & Wilkinson Profit Sharing Plan-75$1,480,880$0-
Stevens & Wilkinson Employee Stock Ownership Plan-56$969,926--
S & W Management Inc. Welfare Benefits Plan-146---
20085158$8,892,173$1,114,211$7,052iApproximate average salary by contribution assumption: employee only about $176,299 at 4% or $117,533 at 6%; with 50% employer match about $117,533 at 4% or $78,355 at 6%; with 100% employer match about $88,150 at 4% or $58,766 at 6%.
Stevens & Wilkinson Employees Deferred Income Profit-Sharing Plan-111$6,122,947$682,616$6,150iApproximate average salary by contribution assumption: employee only about $153,742 at 4% or $102,495 at 6%; with 50% employer match about $102,495 at 4% or $68,330 at 6%; with 100% employer match about $76,871 at 4% or $51,247 at 6%.
Stevens & Wilkinson Employee Stock Ownership Plan-63$1,416,494--
Stevens & Wilkinson Profit Sharing Plan-64$1,352,732$431,595$6,744iApproximate average salary by contribution assumption: employee only about $168,592 at 4% or $112,395 at 6%; with 50% employer match about $112,395 at 4% or $74,930 at 6%; with 100% employer match about $84,296 at 4% or $56,197 at 6%.
S & W MANAGEMENT, INC. GROUP LONG TERM DISABILITY AND GROUP LIFE INSURANCE PLAN-100---
S & W Management Inc. Welfare Benefits Plan-158---
20073111$11,424,879$907,684$8,177iApproximate average salary by contribution assumption: employee only about $204,433 at 4% or $136,289 at 6%; with 50% employer match about $136,289 at 4% or $90,859 at 6%; with 100% employer match about $102,217 at 4% or $68,144 at 6%.
Stevens & Wilkinson Employees Deferred Income Profit-Sharing Plan-111$9,496,858$907,684$8,177iApproximate average salary by contribution assumption: employee only about $204,433 at 4% or $136,289 at 6%; with 50% employer match about $136,289 at 4% or $90,859 at 6%; with 100% employer match about $102,217 at 4% or $68,144 at 6%.
Stevens & Wilkinson Employee Stock Ownership Plan-73$1,928,021--
Stevens & Wilkinson Profit Sharing Plan-70---
2006177$2,095,108$0-
Stevens & Wilkinson Employee Stock Ownership Plan-77$2,095,108--
2005281$3,044,021$414,684$5,120iApproximate average salary by contribution assumption: employee only about $127,989 at 4% or $85,326 at 6%; with 50% employer match about $85,326 at 4% or $56,884 at 6%; with 100% employer match about $63,994 at 4% or $42,663 at 6%.
Stevens & Wilkinson Employee Stock Ownership Plan-81$1,893,166--
Stevens & Wilkinson Profit Sharing Plan-75$1,150,855$414,684$5,529iApproximate average salary by contribution assumption: employee only about $138,228 at 4% or $92,152 at 6%; with 50% employer match about $92,152 at 4% or $61,435 at 6%; with 100% employer match about $69,114 at 4% or $46,076 at 6%.
2004285$2,928,548$160,925$1,893iApproximate average salary by contribution assumption: employee only about $47,331 at 4% or $31,554 at 6%; with 50% employer match about $31,554 at 4% or $21,036 at 6%; with 100% employer match about $23,665 at 4% or $15,777 at 6%.
Stevens & Wilkinson Employee Stock Ownership Plan-85$2,140,428--
Stevens & Wilkinson Profit Sharing Plan-77$788,120$160,925$2,090iApproximate average salary by contribution assumption: employee only about $52,248 at 4% or $34,832 at 6%; with 50% employer match about $34,832 at 4% or $23,222 at 6%; with 100% employer match about $26,124 at 4% or $17,416 at 6%.
20034121$7,791,554$1,064,702$8,799iApproximate average salary by contribution assumption: employee only about $219,980 at 4% or $146,653 at 6%; with 50% employer match about $146,653 at 4% or $97,769 at 6%; with 100% employer match about $109,990 at 4% or $73,327 at 6%.
Stevens & Wilkinson Employees Deferred Income Profit-Sharing Plan-113$5,027,603$914,702$8,095iApproximate average salary by contribution assumption: employee only about $202,368 at 4% or $134,912 at 6%; with 50% employer match about $134,912 at 4% or $89,941 at 6%; with 100% employer match about $101,184 at 4% or $67,456 at 6%.
Stevens & Wilkinson Employee Stock Ownership Plan-78$2,122,271--
Stevens & Wilkinson Profit Sharing Plan-65$641,680$150,000$2,308iApproximate average salary by contribution assumption: employee only about $57,692 at 4% or $38,462 at 6%; with 50% employer match about $38,462 at 4% or $25,641 at 6%; with 100% employer match about $28,846 at 4% or $19,231 at 6%.
S & W Management Long Term Disability Plan-121---
20024101$6,262,651$606,049$6,000iApproximate average salary by contribution assumption: employee only about $150,012 at 4% or $100,008 at 6%; with 50% employer match about $100,008 at 4% or $66,672 at 6%; with 100% employer match about $75,006 at 4% or $50,004 at 6%.
Stevens & Wilkinson Employees Deferred Income Profit-Sharing Plan-101$3,648,905$406,049$4,020iApproximate average salary by contribution assumption: employee only about $100,507 at 4% or $67,005 at 6%; with 50% employer match about $67,005 at 4% or $44,670 at 6%; with 100% employer match about $50,254 at 4% or $33,502 at 6%.
Stevens & Wilkinson Employee Stock Ownership Plan-72$2,140,369--
Stevens & Wilkinson Profit Sharing Plan-75$473,377$200,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.
S & W Management Long Term Disability Plan-98---
20014113$4,104,848$473,882$4,194iApproximate average salary by contribution assumption: employee only about $104,841 at 4% or $69,894 at 6%; with 50% employer match about $69,894 at 4% or $46,596 at 6%; with 100% employer match about $52,421 at 4% or $34,947 at 6%.
Stevens & Wilkinson Employees Deferred Income Profit-Sharing Plan-113$4,104,848$473,882$4,194iApproximate average salary by contribution assumption: employee only about $104,841 at 4% or $69,894 at 6%; with 50% employer match about $69,894 at 4% or $46,596 at 6%; with 100% employer match about $52,421 at 4% or $34,947 at 6%.
Stevens & Wilkinson Employee Stock Ownership Plan-76---
Stevens & Wilkinson Profit Sharing Plan-78---
S & W Management Long Term Disability Plan-102---
20003122$4,768,334$720,486$5,906iApproximate average salary by contribution assumption: employee only about $147,641 at 4% or $98,427 at 6%; with 50% employer match about $98,427 at 4% or $65,618 at 6%; with 100% employer match about $73,820 at 4% or $49,214 at 6%.
Stevens & Wilkinson Employees Deferred Income Profit-Sharing Plan-122$4,468,334$420,486$3,447iApproximate average salary by contribution assumption: employee only about $86,165 at 4% or $57,443 at 6%; with 50% employer match about $57,443 at 4% or $38,296 at 6%; with 100% employer match about $43,083 at 4% or $28,722 at 6%.
Stevens & Wilkinson Profit Sharing Plan-81$300,000$300,000$3,704iApproximate average salary by contribution assumption: employee only about $92,593 at 4% or $61,728 at 6%; with 50% employer match about $61,728 at 4% or $41,152 at 6%; with 100% employer match about $46,296 at 4% or $30,864 at 6%.
Stevens & Wilkinson Employee Stock Ownership Plan-84---
19993130$7,123,952$610,844$4,699iApproximate average salary by contribution assumption: employee only about $117,470 at 4% or $78,313 at 6%; with 50% employer match about $78,313 at 4% or $52,209 at 6%; with 100% employer match about $58,735 at 4% or $39,157 at 6%.
Stevens & Wilkinson Employees Deferred Income Profit-Sharing Plan-126$4,923,160$458,209$3,637iApproximate average salary by contribution assumption: employee only about $90,914 at 4% or $60,610 at 6%; with 50% employer match about $60,610 at 4% or $40,406 at 6%; with 100% employer match about $45,457 at 4% or $30,305 at 6%.
Stevens & Wilkinson Employee Stock Ownership Plan-81$2,200,792$152,635$1,884iApproximate average salary by contribution assumption: employee only about $47,110 at 4% or $31,406 at 6%; with 50% employer match about $31,406 at 4% or $20,938 at 6%; with 100% employer match about $23,555 at 4% or $15,703 at 6%.
S & W Management Long Term Disability Plan-130---