Civic Intelligence

Stewart & Sons Insurance Inc.

Plan context: Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust

EIN 59-0817890 • Fort Myers, FL • 25 filings • 4 plans

8548 Crystal CourtFort Myers, FL 33907-3817
Current Snapshot

Latest Year

2023

2023 Participants

11

2023 Assets

$3,202,016

2023 Contributions

$77,297

Historical Graphs

Total Assets Over Time

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

$3,202,016$1,601,008$0199920122023YearValue
$3,202,016Latest year 2023

Participants Over Time

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

1370199920112023YearValue
11Latest year 2023

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
2023111$3,202,016$77,297$7,027iApproximate average salary by contribution assumption: employee only about $175,675 at 4% or $117,117 at 6%; with 50% employer match about $117,117 at 4% or $78,078 at 6%; with 100% employer match about $87,838 at 4% or $58,558 at 6%.
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-11$3,202,016$77,297$7,027iApproximate average salary by contribution assumption: employee only about $175,675 at 4% or $117,117 at 6%; with 50% employer match about $117,117 at 4% or $78,078 at 6%; with 100% employer match about $87,838 at 4% or $58,558 at 6%.
2022111$2,651,349$77,886$7,081iApproximate average salary by contribution assumption: employee only about $177,014 at 4% or $118,009 at 6%; with 50% employer match about $118,009 at 4% or $78,673 at 6%; with 100% employer match about $88,507 at 4% or $59,005 at 6%.
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-11$2,651,349$77,886$7,081iApproximate average salary by contribution assumption: employee only about $177,014 at 4% or $118,009 at 6%; with 50% employer match about $118,009 at 4% or $78,673 at 6%; with 100% employer match about $88,507 at 4% or $59,005 at 6%.
2021112$3,038,381$77,563$6,464iApproximate average salary by contribution assumption: employee only about $161,590 at 4% or $107,726 at 6%; with 50% employer match about $107,726 at 4% or $71,818 at 6%; with 100% employer match about $80,795 at 4% or $53,863 at 6%.
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-12$3,038,381$77,563$6,464iApproximate average salary by contribution assumption: employee only about $161,590 at 4% or $107,726 at 6%; with 50% employer match about $107,726 at 4% or $71,818 at 6%; with 100% employer match about $80,795 at 4% or $53,863 at 6%.
2020112$2,500,499$71,897$5,991iApproximate average salary by contribution assumption: employee only about $149,785 at 4% or $99,857 at 6%; with 50% employer match about $99,857 at 4% or $66,571 at 6%; with 100% employer match about $74,893 at 4% or $49,928 at 6%.
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-12$2,500,499$71,897$5,991iApproximate average salary by contribution assumption: employee only about $149,785 at 4% or $99,857 at 6%; with 50% employer match about $99,857 at 4% or $66,571 at 6%; with 100% employer match about $74,893 at 4% or $49,928 at 6%.
2019111$2,121,247$71,099$6,464iApproximate average salary by contribution assumption: employee only about $161,589 at 4% or $107,726 at 6%; with 50% employer match about $107,726 at 4% or $71,817 at 6%; with 100% employer match about $80,794 at 4% or $53,863 at 6%.
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-11$2,121,247$71,099$6,464iApproximate average salary by contribution assumption: employee only about $161,589 at 4% or $107,726 at 6%; with 50% employer match about $107,726 at 4% or $71,817 at 6%; with 100% employer match about $80,794 at 4% or $53,863 at 6%.
2018111$1,673,585$65,027$5,912iApproximate average salary by contribution assumption: employee only about $147,789 at 4% or $98,526 at 6%; with 50% employer match about $98,526 at 4% or $65,684 at 6%; with 100% employer match about $73,894 at 4% or $49,263 at 6%.
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-11$1,673,585$65,027$5,912iApproximate average salary by contribution assumption: employee only about $147,789 at 4% or $98,526 at 6%; with 50% employer match about $98,526 at 4% or $65,684 at 6%; with 100% employer match about $73,894 at 4% or $49,263 at 6%.
2017111$1,737,642$64,483$5,862iApproximate average salary by contribution assumption: employee only about $146,552 at 4% or $97,702 at 6%; with 50% employer match about $97,702 at 4% or $65,134 at 6%; with 100% employer match about $73,276 at 4% or $48,851 at 6%.
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-11$1,737,642$64,483$5,862iApproximate average salary by contribution assumption: employee only about $146,552 at 4% or $97,702 at 6%; with 50% employer match about $97,702 at 4% or $65,134 at 6%; with 100% employer match about $73,276 at 4% or $48,851 at 6%.
2016111$1,424,386$64,377$5,852iApproximate average salary by contribution assumption: employee only about $146,311 at 4% or $97,541 at 6%; with 50% employer match about $97,541 at 4% or $65,027 at 6%; with 100% employer match about $73,156 at 4% or $48,770 at 6%.
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-11$1,424,386$64,377$5,852iApproximate average salary by contribution assumption: employee only about $146,311 at 4% or $97,541 at 6%; with 50% employer match about $97,541 at 4% or $65,027 at 6%; with 100% employer match about $73,156 at 4% or $48,770 at 6%.
2015111$1,245,497$59,380$5,398iApproximate average salary by contribution assumption: employee only about $134,955 at 4% or $89,970 at 6%; with 50% employer match about $89,970 at 4% or $59,980 at 6%; with 100% employer match about $67,477 at 4% or $44,985 at 6%.
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-11$1,245,497$59,380$5,398iApproximate average salary by contribution assumption: employee only about $134,955 at 4% or $89,970 at 6%; with 50% employer match about $89,970 at 4% or $59,980 at 6%; with 100% employer match about $67,477 at 4% or $44,985 at 6%.
2014110$1,224,148$50,849$5,085iApproximate average salary by contribution assumption: employee only about $127,122 at 4% or $84,748 at 6%; with 50% employer match about $84,748 at 4% or $56,499 at 6%; with 100% employer match about $63,561 at 4% or $42,374 at 6%.
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-10$1,224,148$50,849$5,085iApproximate average salary by contribution assumption: employee only about $127,122 at 4% or $84,748 at 6%; with 50% employer match about $84,748 at 4% or $56,499 at 6%; with 100% employer match about $63,561 at 4% or $42,374 at 6%.
2013111$1,146,509$51,078$4,643iApproximate average salary by contribution assumption: employee only about $116,086 at 4% or $77,391 at 6%; with 50% employer match about $77,391 at 4% or $51,594 at 6%; with 100% employer match about $58,043 at 4% or $38,695 at 6%.
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-11$1,146,509$51,078$4,643iApproximate average salary by contribution assumption: employee only about $116,086 at 4% or $77,391 at 6%; with 50% employer match about $77,391 at 4% or $51,594 at 6%; with 100% employer match about $58,043 at 4% or $38,695 at 6%.
2012111$898,415$53,978$4,907iApproximate average salary by contribution assumption: employee only about $122,677 at 4% or $81,785 at 6%; with 50% employer match about $81,785 at 4% or $54,523 at 6%; with 100% employer match about $61,339 at 4% or $40,892 at 6%.
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-11$898,415$53,978$4,907iApproximate average salary by contribution assumption: employee only about $122,677 at 4% or $81,785 at 6%; with 50% employer match about $81,785 at 4% or $54,523 at 6%; with 100% employer match about $61,339 at 4% or $40,892 at 6%.
2011111$762,432$53,066$4,824iApproximate average salary by contribution assumption: employee only about $120,605 at 4% or $80,403 at 6%; with 50% employer match about $80,403 at 4% or $53,602 at 6%; with 100% employer match about $60,302 at 4% or $40,202 at 6%.
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-11$762,432$53,066$4,824iApproximate average salary by contribution assumption: employee only about $120,605 at 4% or $80,403 at 6%; with 50% employer match about $80,403 at 4% or $53,602 at 6%; with 100% employer match about $60,302 at 4% or $40,202 at 6%.
2010112$782,981$53,512$4,459iApproximate average salary by contribution assumption: employee only about $111,483 at 4% or $74,322 at 6%; with 50% employer match about $74,322 at 4% or $49,548 at 6%; with 100% employer match about $55,742 at 4% or $37,161 at 6%.
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-12$782,981$53,512$4,459iApproximate average salary by contribution assumption: employee only about $111,483 at 4% or $74,322 at 6%; with 50% employer match about $74,322 at 4% or $49,548 at 6%; with 100% employer match about $55,742 at 4% or $37,161 at 6%.
2009113$681,187$52,503$4,039iApproximate average salary by contribution assumption: employee only about $100,967 at 4% or $67,312 at 6%; with 50% employer match about $67,312 at 4% or $44,874 at 6%; with 100% employer match about $50,484 at 4% or $33,656 at 6%.
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-13$681,187$52,503$4,039iApproximate average salary by contribution assumption: employee only about $100,967 at 4% or $67,312 at 6%; with 50% employer match about $67,312 at 4% or $44,874 at 6%; with 100% employer match about $50,484 at 4% or $33,656 at 6%.
2008111$515,610$70,228$6,384iApproximate average salary by contribution assumption: employee only about $159,609 at 4% or $106,406 at 6%; with 50% employer match about $106,406 at 4% or $70,937 at 6%; with 100% employer match about $79,805 at 4% or $53,203 at 6%.
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-11$515,610$70,228$6,384iApproximate average salary by contribution assumption: employee only about $159,609 at 4% or $106,406 at 6%; with 50% employer match about $106,406 at 4% or $70,937 at 6%; with 100% employer match about $79,805 at 4% or $53,203 at 6%.
2007112$722,203$98,751$8,229iApproximate average salary by contribution assumption: employee only about $205,731 at 4% or $137,154 at 6%; with 50% employer match about $137,154 at 4% or $91,436 at 6%; with 100% employer match about $102,866 at 4% or $68,577 at 6%.
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-12$722,203$98,751$8,229iApproximate average salary by contribution assumption: employee only about $205,731 at 4% or $137,154 at 6%; with 50% employer match about $137,154 at 4% or $91,436 at 6%; with 100% employer match about $102,866 at 4% or $68,577 at 6%.
200619$574,136$94,272$10,475iApproximate average salary by contribution assumption: employee only about $261,867 at 4% or $174,578 at 6%; with 50% employer match about $174,578 at 4% or $116,385 at 6%; with 100% employer match about $130,933 at 4% or $87,289 at 6%.
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-9$574,136$94,272$10,475iApproximate average salary by contribution assumption: employee only about $261,867 at 4% or $174,578 at 6%; with 50% employer match about $174,578 at 4% or $116,385 at 6%; with 100% employer match about $130,933 at 4% or $87,289 at 6%.
2005110$416,673$68,797$6,880iApproximate average salary by contribution assumption: employee only about $171,993 at 4% or $114,662 at 6%; with 50% employer match about $114,662 at 4% or $76,441 at 6%; with 100% employer match about $85,996 at 4% or $57,331 at 6%.
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-10$416,673$68,797$6,880iApproximate average salary by contribution assumption: employee only about $171,993 at 4% or $114,662 at 6%; with 50% employer match about $114,662 at 4% or $76,441 at 6%; with 100% employer match about $85,996 at 4% or $57,331 at 6%.
2004111$319,179$62,274$5,661iApproximate average salary by contribution assumption: employee only about $141,532 at 4% or $94,355 at 6%; with 50% employer match about $94,355 at 4% or $62,903 at 6%; with 100% employer match about $70,766 at 4% or $47,177 at 6%.
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-11$319,179$62,274$5,661iApproximate average salary by contribution assumption: employee only about $141,532 at 4% or $94,355 at 6%; with 50% employer match about $94,355 at 4% or $62,903 at 6%; with 100% employer match about $70,766 at 4% or $47,177 at 6%.
2003111$227,164$48,107$4,373iApproximate average salary by contribution assumption: employee only about $109,334 at 4% or $72,889 at 6%; with 50% employer match about $72,889 at 4% or $48,593 at 6%; with 100% employer match about $54,667 at 4% or $36,445 at 6%.
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-11$227,164$48,107$4,373iApproximate average salary by contribution assumption: employee only about $109,334 at 4% or $72,889 at 6%; with 50% employer match about $72,889 at 4% or $48,593 at 6%; with 100% employer match about $54,667 at 4% or $36,445 at 6%.
2002111$136,033$37,003$3,364iApproximate average salary by contribution assumption: employee only about $84,098 at 4% or $56,065 at 6%; with 50% employer match about $56,065 at 4% or $37,377 at 6%; with 100% employer match about $42,049 at 4% or $28,033 at 6%.
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-11$136,033$37,003$3,364iApproximate average salary by contribution assumption: employee only about $84,098 at 4% or $56,065 at 6%; with 50% employer match about $56,065 at 4% or $37,377 at 6%; with 100% employer match about $42,049 at 4% or $28,033 at 6%.
2001111$0$0-
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-11---
2000111$0$0-
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-11---
1999111$28,080$0-
Stewart & Sons Insurance Inc. 401K Profit Sharing Plan and Trust-11$28,080--