Civic Intelligence

Johnson Stivender Wealth Advisors

Plan context: Johnson Stivender Wealth Advisors 401(K) Plan

EIN 59-3549923 • Sebring, FL • 13 filings • 4 plans

2031 US Highway 27 SSebring, FL 33870
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,514,266

2024 Contributions

$83,436

Historical Graphs

Total Assets Over Time

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

$1,514,266$757,133$0201220182024YearValue
$1,514,266Latest year 2024

Participants Over Time

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

630201220182024YearValue
6Latest year 2024

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
202416$1,514,266$83,436$13,906iApproximate average salary by contribution assumption: employee only about $347,650 at 4% or $231,767 at 6%; with 50% employer match about $231,767 at 4% or $154,511 at 6%; with 100% employer match about $173,825 at 4% or $115,883 at 6%.
Johnson Stivender Wealth Advisors 401(K) Plan-6$1,514,266$83,436$13,906iApproximate average salary by contribution assumption: employee only about $347,650 at 4% or $231,767 at 6%; with 50% employer match about $231,767 at 4% or $154,511 at 6%; with 100% employer match about $173,825 at 4% or $115,883 at 6%.
202316$1,249,385$81,694$13,616iApproximate average salary by contribution assumption: employee only about $340,392 at 4% or $226,928 at 6%; with 50% employer match about $226,928 at 4% or $151,285 at 6%; with 100% employer match about $170,196 at 4% or $113,464 at 6%.
Johnson Stivender Wealth Advisors 401(K) Plan-6$1,249,385$81,694$13,616iApproximate average salary by contribution assumption: employee only about $340,392 at 4% or $226,928 at 6%; with 50% employer match about $226,928 at 4% or $151,285 at 6%; with 100% employer match about $170,196 at 4% or $113,464 at 6%.
202216$965,886$74,957$12,493iApproximate average salary by contribution assumption: employee only about $312,321 at 4% or $208,214 at 6%; with 50% employer match about $208,214 at 4% or $138,809 at 6%; with 100% employer match about $156,160 at 4% or $104,107 at 6%.
Johnson Stivender Wealth Advisors 401(K) Plan-6$965,886$74,957$12,493iApproximate average salary by contribution assumption: employee only about $312,321 at 4% or $208,214 at 6%; with 50% employer match about $208,214 at 4% or $138,809 at 6%; with 100% employer match about $156,160 at 4% or $104,107 at 6%.
202115$1,156,862$81,838$16,368iApproximate average salary by contribution assumption: employee only about $409,190 at 4% or $272,793 at 6%; with 50% employer match about $272,793 at 4% or $181,862 at 6%; with 100% employer match about $204,595 at 4% or $136,397 at 6%.
Johnson Stivender Wealth Advisors 401(K) Plan-5$1,156,862$81,838$16,368iApproximate average salary by contribution assumption: employee only about $409,190 at 4% or $272,793 at 6%; with 50% employer match about $272,793 at 4% or $181,862 at 6%; with 100% employer match about $204,595 at 4% or $136,397 at 6%.
202015$926,811$67,480$13,496iApproximate average salary by contribution assumption: employee only about $337,400 at 4% or $224,933 at 6%; with 50% employer match about $224,933 at 4% or $149,956 at 6%; with 100% employer match about $168,700 at 4% or $112,467 at 6%.
Johnson Stivender Wealth Advisors 401(K) Plan-5$926,811$67,480$13,496iApproximate average salary by contribution assumption: employee only about $337,400 at 4% or $224,933 at 6%; with 50% employer match about $224,933 at 4% or $149,956 at 6%; with 100% employer match about $168,700 at 4% or $112,467 at 6%.
201915$684,522$59,833$11,967iApproximate average salary by contribution assumption: employee only about $299,165 at 4% or $199,443 at 6%; with 50% employer match about $199,443 at 4% or $132,962 at 6%; with 100% employer match about $149,583 at 4% or $99,722 at 6%.
Johnson Stivender Wealth Advisors 401(K) Plan-5$684,522$59,833$11,967iApproximate average salary by contribution assumption: employee only about $299,165 at 4% or $199,443 at 6%; with 50% employer match about $199,443 at 4% or $132,962 at 6%; with 100% employer match about $149,583 at 4% or $99,722 at 6%.
201815$492,614$59,142$11,828iApproximate average salary by contribution assumption: employee only about $295,710 at 4% or $197,140 at 6%; with 50% employer match about $197,140 at 4% or $131,427 at 6%; with 100% employer match about $147,855 at 4% or $98,570 at 6%.
Johnson Stivender Wealth Advisors 401(K) Plan-5$492,614$59,142$11,828iApproximate average salary by contribution assumption: employee only about $295,710 at 4% or $197,140 at 6%; with 50% employer match about $197,140 at 4% or $131,427 at 6%; with 100% employer match about $147,855 at 4% or $98,570 at 6%.
201716$465,353$56,966$9,494iApproximate average salary by contribution assumption: employee only about $237,358 at 4% or $158,239 at 6%; with 50% employer match about $158,239 at 4% or $105,493 at 6%; with 100% employer match about $118,679 at 4% or $79,119 at 6%.
Johnson Stivender Wealth Advisors 401(K) Plan-6$465,353$56,966$9,494iApproximate average salary by contribution assumption: employee only about $237,358 at 4% or $158,239 at 6%; with 50% employer match about $158,239 at 4% or $105,493 at 6%; with 100% employer match about $118,679 at 4% or $79,119 at 6%.
201615$326,962$54,198$10,840iApproximate average salary by contribution assumption: employee only about $270,990 at 4% or $180,660 at 6%; with 50% employer match about $180,660 at 4% or $120,440 at 6%; with 100% employer match about $135,495 at 4% or $90,330 at 6%.
Johnson Stivender Wealth Advisors 401(K) Plan-5$326,962$54,198$10,840iApproximate average salary by contribution assumption: employee only about $270,990 at 4% or $180,660 at 6%; with 50% employer match about $180,660 at 4% or $120,440 at 6%; with 100% employer match about $135,495 at 4% or $90,330 at 6%.
201515$252,171$50,662$10,132iApproximate average salary by contribution assumption: employee only about $253,310 at 4% or $168,873 at 6%; with 50% employer match about $168,873 at 4% or $112,582 at 6%; with 100% employer match about $126,655 at 4% or $84,437 at 6%.
Johnson Stivender Wealth Advisors 401(K) Plan-5$252,171$50,662$10,132iApproximate average salary by contribution assumption: employee only about $253,310 at 4% or $168,873 at 6%; with 50% employer match about $168,873 at 4% or $112,582 at 6%; with 100% employer match about $126,655 at 4% or $84,437 at 6%.
201414$199,195$41,236$10,309iApproximate average salary by contribution assumption: employee only about $257,725 at 4% or $171,817 at 6%; with 50% employer match about $171,817 at 4% or $114,544 at 6%; with 100% employer match about $128,863 at 4% or $85,908 at 6%.
Johnson Stivender Wealth Advisors 401(K) Plan-4$199,195$41,236$10,309iApproximate average salary by contribution assumption: employee only about $257,725 at 4% or $171,817 at 6%; with 50% employer match about $171,817 at 4% or $114,544 at 6%; with 100% employer match about $128,863 at 4% or $85,908 at 6%.
201314$145,366$31,286$7,822iApproximate average salary by contribution assumption: employee only about $195,538 at 4% or $130,358 at 6%; with 50% employer match about $130,358 at 4% or $86,906 at 6%; with 100% employer match about $97,769 at 4% or $65,179 at 6%.
Johnson Stivender Wealth Advisors 401(K) Plan-4$145,366$31,286$7,822iApproximate average salary by contribution assumption: employee only about $195,538 at 4% or $130,358 at 6%; with 50% employer match about $130,358 at 4% or $86,906 at 6%; with 100% employer match about $97,769 at 4% or $65,179 at 6%.
201214$86,281$83,142$20,786iApproximate average salary by contribution assumption: employee only about $519,638 at 4% or $346,425 at 6%; with 50% employer match about $346,425 at 4% or $230,950 at 6%; with 100% employer match about $259,819 at 4% or $173,213 at 6%.
Johnson Stivender Wealth Advisors 401(K) Plan-4$86,281$83,142$20,786iApproximate average salary by contribution assumption: employee only about $519,638 at 4% or $346,425 at 6%; with 50% employer match about $346,425 at 4% or $230,950 at 6%; with 100% employer match about $259,819 at 4% or $173,213 at 6%.