Civic Intelligence

Stewart, Estes & Donnell

Plan context: Stewart, Estes & Donnell Self Employed Retirement Plan

EIN 62-0947036 • Nashville, TN • 12 filings • 2 plans

424 Church StreetNashville, TN 37219-2301
Current Snapshot

Latest Year

2010

2010 Participants

3

2010 Assets

$394,699

2010 Contributions

$416,705

Historical Graphs

Total Assets Over Time

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

$6,680,157$3,340,079$0199920052009YearValue
$394,699Latest year 2009

Participants Over Time

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

32160199920042009YearValue
3Latest year 2009

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
201010$0$0-
Stewart, Estes & Donnell Self Employed Retirement Plan-0$0--
200913$394,699$0-
Stewart, Estes & Donnell Self Employed Retirement Plan-3$394,699--
2008132$4,765,221$416,705$13,022iApproximate average salary by contribution assumption: employee only about $325,551 at 4% or $217,034 at 6%; with 50% employer match about $217,034 at 4% or $144,689 at 6%; with 100% employer match about $162,775 at 4% or $108,517 at 6%.
Stewart, Estes & Donnell Self Employed Retirement Plan-32$4,765,221$416,705$13,022iApproximate average salary by contribution assumption: employee only about $325,551 at 4% or $217,034 at 6%; with 50% employer match about $217,034 at 4% or $144,689 at 6%; with 100% employer match about $162,775 at 4% or $108,517 at 6%.
2007131$6,680,157$455,414$14,691iApproximate average salary by contribution assumption: employee only about $367,269 at 4% or $244,846 at 6%; with 50% employer match about $244,846 at 4% or $163,231 at 6%; with 100% employer match about $183,635 at 4% or $122,423 at 6%.
Stewart, Estes & Donnell Self Employed Retirement Plan-31$6,680,157$455,414$14,691iApproximate average salary by contribution assumption: employee only about $367,269 at 4% or $244,846 at 6%; with 50% employer match about $244,846 at 4% or $163,231 at 6%; with 100% employer match about $183,635 at 4% or $122,423 at 6%.
2006130$5,796,018$529,444$17,648iApproximate average salary by contribution assumption: employee only about $441,203 at 4% or $294,136 at 6%; with 50% employer match about $294,136 at 4% or $196,090 at 6%; with 100% employer match about $220,602 at 4% or $147,068 at 6%.
Stewart, Estes & Donnell Self Employed Retirement Plan-30$5,796,018$529,444$17,648iApproximate average salary by contribution assumption: employee only about $441,203 at 4% or $294,136 at 6%; with 50% employer match about $294,136 at 4% or $196,090 at 6%; with 100% employer match about $220,602 at 4% or $147,068 at 6%.
2005131$5,530,986$501,420$16,175iApproximate average salary by contribution assumption: employee only about $404,371 at 4% or $269,581 at 6%; with 50% employer match about $269,581 at 4% or $179,720 at 6%; with 100% employer match about $202,185 at 4% or $134,790 at 6%.
Stewart, Estes & Donnell Self Employed Retirement Plan-31$5,530,986$501,420$16,175iApproximate average salary by contribution assumption: employee only about $404,371 at 4% or $269,581 at 6%; with 50% employer match about $269,581 at 4% or $179,720 at 6%; with 100% employer match about $202,185 at 4% or $134,790 at 6%.
2004127$4,700,143$389,356$14,421iApproximate average salary by contribution assumption: employee only about $360,515 at 4% or $240,343 at 6%; with 50% employer match about $240,343 at 4% or $160,229 at 6%; with 100% employer match about $180,257 at 4% or $120,172 at 6%.
Stewart, Estes & Donnell Self Employed Retirement Plan-27$4,700,143$389,356$14,421iApproximate average salary by contribution assumption: employee only about $360,515 at 4% or $240,343 at 6%; with 50% employer match about $240,343 at 4% or $160,229 at 6%; with 100% employer match about $180,257 at 4% or $120,172 at 6%.
2003124$3,997,372$325,773$13,574iApproximate average salary by contribution assumption: employee only about $339,347 at 4% or $226,231 at 6%; with 50% employer match about $226,231 at 4% or $150,821 at 6%; with 100% employer match about $169,673 at 4% or $113,116 at 6%.
Stewart, Estes & Donnell Self Employed Retirement Plan-24$3,997,372$325,773$13,574iApproximate average salary by contribution assumption: employee only about $339,347 at 4% or $226,231 at 6%; with 50% employer match about $226,231 at 4% or $150,821 at 6%; with 100% employer match about $169,673 at 4% or $113,116 at 6%.
2002118$2,982,437$131,542$7,308iApproximate average salary by contribution assumption: employee only about $182,697 at 4% or $121,798 at 6%; with 50% employer match about $121,798 at 4% or $81,199 at 6%; with 100% employer match about $91,349 at 4% or $60,899 at 6%.
Stewart, Estes & Donnell Self Employed Retirement Plan-18$2,982,437$131,542$7,308iApproximate average salary by contribution assumption: employee only about $182,697 at 4% or $121,798 at 6%; with 50% employer match about $121,798 at 4% or $81,199 at 6%; with 100% employer match about $91,349 at 4% or $60,899 at 6%.
2001119$0$0-
Stewart, Estes & Donnell Self Employed Retirement Plan-19---
2000118$4,395,236$222,292$12,350iApproximate average salary by contribution assumption: employee only about $308,739 at 4% or $205,826 at 6%; with 50% employer match about $205,826 at 4% or $137,217 at 6%; with 100% employer match about $154,369 at 4% or $102,913 at 6%.
Stewart, Estes & Donnell Self Employed Retirement Plan-18$4,395,236$222,292$12,350iApproximate average salary by contribution assumption: employee only about $308,739 at 4% or $205,826 at 6%; with 50% employer match about $205,826 at 4% or $137,217 at 6%; with 100% employer match about $154,369 at 4% or $102,913 at 6%.
1999119$4,773,959$246,595$12,979iApproximate average salary by contribution assumption: employee only about $324,467 at 4% or $216,311 at 6%; with 50% employer match about $216,311 at 4% or $144,208 at 6%; with 100% employer match about $162,234 at 4% or $108,156 at 6%.
Stewart, Estes & Donnell Self Employed Retirement Plan-19$4,773,959$246,595$12,979iApproximate average salary by contribution assumption: employee only about $324,467 at 4% or $216,311 at 6%; with 50% employer match about $216,311 at 4% or $144,208 at 6%; with 100% employer match about $162,234 at 4% or $108,156 at 6%.