Stewart, Wilkinson & Wilson
Plan context: Stewart, Wilkinson & Wilson 401K and Profit Sharing Plan
EIN 62-1606540 • 16 filings • 6 plans
Current Snapshot
Latest Year
2015
2015 Participants
9
2015 Assets
$500,685
2015 Contributions
$4,738
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $4,738 | - |
| Stewart, Wilkinson & Wilson 401K and Profit Sharing Plan | - | 0 | - | $4,738 | - |
| 2014 | 1 | 9 | $500,685 | $15,982 | $1,776iApproximate average salary by contribution assumption: employee only about $44,394 at 4% or $29,596 at 6%; with 50% employer match about $29,596 at 4% or $19,731 at 6%; with 100% employer match about $22,197 at 4% or $14,798 at 6%. |
| Stewart, Wilkinson & Wilson 401K and Profit Sharing Plan | - | 9 | $500,685 | $15,982 | $1,776iApproximate average salary by contribution assumption: employee only about $44,394 at 4% or $29,596 at 6%; with 50% employer match about $29,596 at 4% or $19,731 at 6%; with 100% employer match about $22,197 at 4% or $14,798 at 6%. |
| 2013 | 1 | 12 | $779,463 | $22,765 | $1,897iApproximate average salary by contribution assumption: employee only about $47,427 at 4% or $31,618 at 6%; with 50% employer match about $31,618 at 4% or $21,079 at 6%; with 100% employer match about $23,714 at 4% or $15,809 at 6%. |
| Stewart, Wilkinson & Wilson 401K and Profit Sharing Plan | - | 12 | $779,463 | $22,765 | $1,897iApproximate average salary by contribution assumption: employee only about $47,427 at 4% or $31,618 at 6%; with 50% employer match about $31,618 at 4% or $21,079 at 6%; with 100% employer match about $23,714 at 4% or $15,809 at 6%. |
| 2012 | 1 | 13 | $810,319 | $47,355 | $3,643iApproximate average salary by contribution assumption: employee only about $91,067 at 4% or $60,712 at 6%; with 50% employer match about $60,712 at 4% or $40,474 at 6%; with 100% employer match about $45,534 at 4% or $30,356 at 6%. |
| Stewart, Wilkinson & Wilson 401K and Profit Sharing Plan | - | 13 | $810,319 | $47,355 | $3,643iApproximate average salary by contribution assumption: employee only about $91,067 at 4% or $60,712 at 6%; with 50% employer match about $60,712 at 4% or $40,474 at 6%; with 100% employer match about $45,534 at 4% or $30,356 at 6%. |
| 2011 | 1 | 17 | $684,626 | $51,390 | $3,023iApproximate average salary by contribution assumption: employee only about $75,574 at 4% or $50,382 at 6%; with 50% employer match about $50,382 at 4% or $33,588 at 6%; with 100% employer match about $37,787 at 4% or $25,191 at 6%. |
| Stewart, Wilkinson & Wilson 401K and Profit Sharing Plan | - | 17 | $684,626 | $51,390 | $3,023iApproximate average salary by contribution assumption: employee only about $75,574 at 4% or $50,382 at 6%; with 50% employer match about $50,382 at 4% or $33,588 at 6%; with 100% employer match about $37,787 at 4% or $25,191 at 6%. |
| 2010 | 1 | 20 | $637,748 | $69,540 | $3,477iApproximate average salary by contribution assumption: employee only about $86,925 at 4% or $57,950 at 6%; with 50% employer match about $57,950 at 4% or $38,633 at 6%; with 100% employer match about $43,463 at 4% or $28,975 at 6%. |
| Stewart, Wilkinson & Wilson 401K and Profit Sharing Plan | - | 20 | $637,748 | $69,540 | $3,477iApproximate average salary by contribution assumption: employee only about $86,925 at 4% or $57,950 at 6%; with 50% employer match about $57,950 at 4% or $38,633 at 6%; with 100% employer match about $43,463 at 4% or $28,975 at 6%. |
| 2009 | 1 | 21 | $514,514 | $63,938 | $3,045iApproximate average salary by contribution assumption: employee only about $76,117 at 4% or $50,744 at 6%; with 50% employer match about $50,744 at 4% or $33,830 at 6%; with 100% employer match about $38,058 at 4% or $25,372 at 6%. |
| Stewart, Wilkinson & Wilson 401K and Profit Sharing Plan | - | 21 | $514,514 | $63,938 | $3,045iApproximate average salary by contribution assumption: employee only about $76,117 at 4% or $50,744 at 6%; with 50% employer match about $50,744 at 4% or $33,830 at 6%; with 100% employer match about $38,058 at 4% or $25,372 at 6%. |
| 2008 | 1 | 21 | $403,601 | $85,221 | $4,058iApproximate average salary by contribution assumption: employee only about $101,454 at 4% or $67,636 at 6%; with 50% employer match about $67,636 at 4% or $45,090 at 6%; with 100% employer match about $50,727 at 4% or $33,818 at 6%. |
| Stewart, Wilkinson & Wilson 401K and Profit Sharing Plan | - | 21 | $403,601 | $85,221 | $4,058iApproximate average salary by contribution assumption: employee only about $101,454 at 4% or $67,636 at 6%; with 50% employer match about $67,636 at 4% or $45,090 at 6%; with 100% employer match about $50,727 at 4% or $33,818 at 6%. |
| 2007 | 1 | 22 | $429,690 | $75,727 | $3,442iApproximate average salary by contribution assumption: employee only about $86,053 at 4% or $57,369 at 6%; with 50% employer match about $57,369 at 4% or $38,246 at 6%; with 100% employer match about $43,027 at 4% or $28,684 at 6%. |
| Stewart, Wilkinson & Wilson 401K and Profit Sharing Plan | - | 22 | $429,690 | $75,727 | $3,442iApproximate average salary by contribution assumption: employee only about $86,053 at 4% or $57,369 at 6%; with 50% employer match about $57,369 at 4% or $38,246 at 6%; with 100% employer match about $43,027 at 4% or $28,684 at 6%. |
| 2006 | 1 | 21 | $354,799 | $41,884 | $1,994iApproximate average salary by contribution assumption: employee only about $49,862 at 4% or $33,241 at 6%; with 50% employer match about $33,241 at 4% or $22,161 at 6%; with 100% employer match about $24,931 at 4% or $16,621 at 6%. |
| Stewart, Wilkinson & Wilson 401K and Profit Sharing Plan | - | 21 | $354,799 | $41,884 | $1,994iApproximate average salary by contribution assumption: employee only about $49,862 at 4% or $33,241 at 6%; with 50% employer match about $33,241 at 4% or $22,161 at 6%; with 100% employer match about $24,931 at 4% or $16,621 at 6%. |
| 2005 | 1 | 20 | $287,163 | $143,276 | $7,164iApproximate average salary by contribution assumption: employee only about $179,095 at 4% or $119,397 at 6%; with 50% employer match about $119,397 at 4% or $79,598 at 6%; with 100% employer match about $89,548 at 4% or $59,698 at 6%. |
| Stewart, Wilkinson & Wilson 401K and Profit Sharing Plan | - | 20 | $287,163 | $143,276 | $7,164iApproximate average salary by contribution assumption: employee only about $179,095 at 4% or $119,397 at 6%; with 50% employer match about $119,397 at 4% or $79,598 at 6%; with 100% employer match about $89,548 at 4% or $59,698 at 6%. |
| 2004 | 1 | 12 | $138,911 | $30,821 | $2,568iApproximate average salary by contribution assumption: employee only about $64,210 at 4% or $42,807 at 6%; with 50% employer match about $42,807 at 4% or $28,538 at 6%; with 100% employer match about $32,105 at 4% or $21,403 at 6%. |
| Stewart, Wilkinson & Wilson 401K and Profit Sharing Plan | - | 12 | $138,911 | $30,821 | $2,568iApproximate average salary by contribution assumption: employee only about $64,210 at 4% or $42,807 at 6%; with 50% employer match about $42,807 at 4% or $28,538 at 6%; with 100% employer match about $32,105 at 4% or $21,403 at 6%. |
| 2003 | 1 | 16 | $137,130 | $34,693 | $2,168iApproximate average salary by contribution assumption: employee only about $54,208 at 4% or $36,139 at 6%; with 50% employer match about $36,139 at 4% or $24,092 at 6%; with 100% employer match about $27,104 at 4% or $18,069 at 6%. |
| Stewart, Wilkinson & Wilson 401K and Profit Sharing Plan | - | 16 | $137,130 | $34,693 | $2,168iApproximate average salary by contribution assumption: employee only about $54,208 at 4% or $36,139 at 6%; with 50% employer match about $36,139 at 4% or $24,092 at 6%; with 100% employer match about $27,104 at 4% or $18,069 at 6%. |
| 2001 | 1 | 14 | $0 | $0 | - |
| Stewart, Wilkinson & Wilson 401K and Profit Sharing Plan | - | 14 | - | - | - |
| 2000 | 1 | 15 | $35,079 | $18,792 | $1,253iApproximate average salary by contribution assumption: employee only about $31,320 at 4% or $20,880 at 6%; with 50% employer match about $20,880 at 4% or $13,920 at 6%; with 100% employer match about $15,660 at 4% or $10,440 at 6%. |
| Stewart, Wilkinson & Wilson 401K and Profit Sharing Plan | - | 15 | $35,079 | $18,792 | $1,253iApproximate average salary by contribution assumption: employee only about $31,320 at 4% or $20,880 at 6%; with 50% employer match about $20,880 at 4% or $13,920 at 6%; with 100% employer match about $15,660 at 4% or $10,440 at 6%. |
| 1999 | 1 | 10 | $18,791 | $12,937 | $1,294iApproximate average salary by contribution assumption: employee only about $32,343 at 4% or $21,562 at 6%; with 50% employer match about $21,562 at 4% or $14,374 at 6%; with 100% employer match about $16,171 at 4% or $10,781 at 6%. |
| Stewart, Wilkinson & Wilson 401K and Profit Sharing Plan | - | 10 | $18,791 | $12,937 | $1,294iApproximate average salary by contribution assumption: employee only about $32,343 at 4% or $21,562 at 6%; with 50% employer match about $21,562 at 4% or $14,374 at 6%; with 100% employer match about $16,171 at 4% or $10,781 at 6%. |