Civic Intelligence

John a. Stewart, M.D. PC.

Plan context: John a. Stewart, MD PC 401(K) Profit Sharing Plan and Trust

EIN 63-0815282 • Opelika, AL • 35 filings • 7 plans

121 North 20th Street, Bldg 25Opelika, AL 36801
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$5,323,364

2025 Contributions

$114,532

Historical Graphs

Total Assets Over Time

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

$5,323,364$2,661,682$0199920172025YearValue
$5,323,364Latest year 2025

Participants Over Time

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

1470199920152025YearValue
14Latest year 2025

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
2025114$5,323,364$114,532$8,181iApproximate average salary by contribution assumption: employee only about $204,521 at 4% or $136,348 at 6%; with 50% employer match about $136,348 at 4% or $90,898 at 6%; with 100% employer match about $102,261 at 4% or $68,174 at 6%.
John a. Stewart, MD PC 401(K) Profit Sharing Plan and Trust-14$5,323,364$114,532$8,181iApproximate average salary by contribution assumption: employee only about $204,521 at 4% or $136,348 at 6%; with 50% employer match about $136,348 at 4% or $90,898 at 6%; with 100% employer match about $102,261 at 4% or $68,174 at 6%.
2024113$4,654,939$54,690$4,207iApproximate average salary by contribution assumption: employee only about $105,173 at 4% or $70,115 at 6%; with 50% employer match about $70,115 at 4% or $46,744 at 6%; with 100% employer match about $52,587 at 4% or $35,058 at 6%.
John a. Stewart, MD PC 401(K) Profit Sharing Plan and Trust-13$4,654,939$54,690$4,207iApproximate average salary by contribution assumption: employee only about $105,173 at 4% or $70,115 at 6%; with 50% employer match about $70,115 at 4% or $46,744 at 6%; with 100% employer match about $52,587 at 4% or $35,058 at 6%.
2023113$4,310,394$30,865$2,374iApproximate average salary by contribution assumption: employee only about $59,356 at 4% or $39,571 at 6%; with 50% employer match about $39,571 at 4% or $26,380 at 6%; with 100% employer match about $29,678 at 4% or $19,785 at 6%.
John a. Stewart, MD PC 401(K) Profit Sharing Plan and Trust-13$4,310,394$30,865$2,374iApproximate average salary by contribution assumption: employee only about $59,356 at 4% or $39,571 at 6%; with 50% employer match about $39,571 at 4% or $26,380 at 6%; with 100% employer match about $29,678 at 4% or $19,785 at 6%.
2022213$3,528,828$105,677$8,129iApproximate average salary by contribution assumption: employee only about $203,225 at 4% or $135,483 at 6%; with 50% employer match about $135,483 at 4% or $90,322 at 6%; with 100% employer match about $101,613 at 4% or $67,742 at 6%.
John a. Stewart, MD PC 401(K) Profit Sharing Plan and Trust-13$3,528,828$105,677$8,129iApproximate average salary by contribution assumption: employee only about $203,225 at 4% or $135,483 at 6%; with 50% employer match about $135,483 at 4% or $90,322 at 6%; with 100% employer match about $101,613 at 4% or $67,742 at 6%.
JOHN A. STEWART, MD, PC CASH BALANCE PENSION PLAN AND TRUST-0$0$0-
2021213$4,900,678$2,995,050$230,388iApproximate average salary by contribution assumption: employee only about $5,759,712 at 4% or $3,839,808 at 6%; with 50% employer match about $3,839,808 at 4% or $2,559,872 at 6%; with 100% employer match about $2,879,856 at 4% or $1,919,904 at 6%.
John a. Stewart, MD PC 401(K) Profit Sharing Plan and Trust-13$4,262,968$2,995,050$230,388iApproximate average salary by contribution assumption: employee only about $5,759,712 at 4% or $3,839,808 at 6%; with 50% employer match about $3,839,808 at 4% or $2,559,872 at 6%; with 100% employer match about $2,879,856 at 4% or $1,919,904 at 6%.
JOHN A. STEWART, MD, PC CASH BALANCE PENSION PLAN AND TRUST-9$637,710$0-
2020212$4,333,222$251,307$20,942iApproximate average salary by contribution assumption: employee only about $523,556 at 4% or $349,038 at 6%; with 50% employer match about $349,038 at 4% or $232,692 at 6%; with 100% employer match about $261,778 at 4% or $174,519 at 6%.
JOHN A. STEWART, MD, PC CASH BALANCE PENSION PLAN AND TRUST-11$3,314,648$175,000$15,909iApproximate average salary by contribution assumption: employee only about $397,727 at 4% or $265,152 at 6%; with 50% employer match about $265,152 at 4% or $176,768 at 6%; with 100% employer match about $198,864 at 4% or $132,576 at 6%.
John a. Stewart, MD PC 401(K) Profit Sharing Plan and Trust-12$1,018,574$76,307$6,359iApproximate average salary by contribution assumption: employee only about $158,973 at 4% or $105,982 at 6%; with 50% employer match about $105,982 at 4% or $70,655 at 6%; with 100% employer match about $79,486 at 4% or $52,991 at 6%.
2019211$3,587,041$304,316$27,665iApproximate average salary by contribution assumption: employee only about $691,627 at 4% or $461,085 at 6%; with 50% employer match about $461,085 at 4% or $307,390 at 6%; with 100% employer match about $345,814 at 4% or $230,542 at 6%.
JOHN A. STEWART, MD, PC CASH BALANCE PENSION PLAN AND TRUST-10$2,765,567$225,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
John a. Stewart, MD PC 401(K) Profit Sharing Plan and Trust-11$821,474$79,316$7,211iApproximate average salary by contribution assumption: employee only about $180,264 at 4% or $120,176 at 6%; with 50% employer match about $120,176 at 4% or $80,117 at 6%; with 100% employer match about $90,132 at 4% or $60,088 at 6%.
2018210$2,804,397$380,230$38,023iApproximate average salary by contribution assumption: employee only about $950,575 at 4% or $633,717 at 6%; with 50% employer match about $633,717 at 4% or $422,478 at 6%; with 100% employer match about $475,288 at 4% or $316,858 at 6%.
JOHN A. STEWART, MD, PC CASH BALANCE PENSION PLAN AND TRUST-9$2,183,158$296,630$32,959iApproximate average salary by contribution assumption: employee only about $823,972 at 4% or $549,315 at 6%; with 50% employer match about $549,315 at 4% or $366,210 at 6%; with 100% employer match about $411,986 at 4% or $274,657 at 6%.
John a. Stewart, MD PC 401(K) Profit Sharing Plan and Trust-10$621,239$83,600$8,360iApproximate average salary by contribution assumption: employee only about $209,000 at 4% or $139,333 at 6%; with 50% employer match about $139,333 at 4% or $92,889 at 6%; with 100% employer match about $104,500 at 4% or $69,667 at 6%.
2017210$2,574,518$266,902$26,690iApproximate average salary by contribution assumption: employee only about $667,255 at 4% or $444,837 at 6%; with 50% employer match about $444,837 at 4% or $296,558 at 6%; with 100% employer match about $333,628 at 4% or $222,418 at 6%.
JOHN A. STEWART, MD, PC CASH BALANCE PENSION PLAN AND TRUST-9$2,003,456$200,000$22,222iApproximate average salary by contribution assumption: employee only about $555,556 at 4% or $370,370 at 6%; with 50% employer match about $370,370 at 4% or $246,914 at 6%; with 100% employer match about $277,778 at 4% or $185,185 at 6%.
John a. Stewart, MD PC 401(K) Profit Sharing Plan and Trust-10$571,062$66,902$6,690iApproximate average salary by contribution assumption: employee only about $167,255 at 4% or $111,503 at 6%; with 50% employer match about $111,503 at 4% or $74,336 at 6%; with 100% employer match about $83,628 at 4% or $55,752 at 6%.
201629$2,006,641$312,205$34,689iApproximate average salary by contribution assumption: employee only about $867,236 at 4% or $578,157 at 6%; with 50% employer match about $578,157 at 4% or $385,438 at 6%; with 100% employer match about $433,618 at 4% or $289,079 at 6%.
JOHN A. STEWART, MD, PC CASH BALANCE PENSION PLAN AND TRUST-8$1,578,875$250,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
John a. Stewart, MD PC 401(K) Profit Sharing Plan and Trust-9$427,766$62,205$6,912iApproximate average salary by contribution assumption: employee only about $172,792 at 4% or $115,194 at 6%; with 50% employer match about $115,194 at 4% or $76,796 at 6%; with 100% employer match about $86,396 at 4% or $57,597 at 6%.
201529$1,580,715$340,909$37,879iApproximate average salary by contribution assumption: employee only about $946,969 at 4% or $631,313 at 6%; with 50% employer match about $631,313 at 4% or $420,875 at 6%; with 100% employer match about $473,485 at 4% or $315,656 at 6%.
JOHN A. STEWART, MD, PC CASH BALANCE PENSION PLAN AND TRUST-8$1,230,743$277,257$34,657iApproximate average salary by contribution assumption: employee only about $866,428 at 4% or $577,619 at 6%; with 50% employer match about $577,619 at 4% or $385,079 at 6%; with 100% employer match about $433,214 at 4% or $288,809 at 6%.
John a. Stewart, MD PC 401(K) Profit Sharing Plan and Trust-9$349,972$63,652$7,072iApproximate average salary by contribution assumption: employee only about $176,811 at 4% or $117,874 at 6%; with 50% employer match about $117,874 at 4% or $78,583 at 6%; with 100% employer match about $88,406 at 4% or $58,937 at 6%.
201429$1,307,888$302,560$33,618iApproximate average salary by contribution assumption: employee only about $840,444 at 4% or $560,296 at 6%; with 50% employer match about $560,296 at 4% or $373,531 at 6%; with 100% employer match about $420,222 at 4% or $280,148 at 6%.
JOHN A. STEWART, MD, PC CASH BALANCE PENSION PLAN AND TRUST-8$998,650$240,535$30,067iApproximate average salary by contribution assumption: employee only about $751,672 at 4% or $501,115 at 6%; with 50% employer match about $501,115 at 4% or $334,076 at 6%; with 100% employer match about $375,836 at 4% or $250,557 at 6%.
John a. Stewart, MD PC 401(K) Profit Sharing Plan and Trust-9$309,238$62,025$6,892iApproximate average salary by contribution assumption: employee only about $172,292 at 4% or $114,861 at 6%; with 50% employer match about $114,861 at 4% or $76,574 at 6%; with 100% employer match about $86,146 at 4% or $57,431 at 6%.
201328$959,150$294,413$36,802iApproximate average salary by contribution assumption: employee only about $920,041 at 4% or $613,360 at 6%; with 50% employer match about $613,360 at 4% or $408,907 at 6%; with 100% employer match about $460,020 at 4% or $306,680 at 6%.
JOHN A. STEWART, MD, PC CASH BALANCE PENSION PLAN AND TRUST-8$727,445$237,058$29,632iApproximate average salary by contribution assumption: employee only about $740,806 at 4% or $493,871 at 6%; with 50% employer match about $493,871 at 4% or $329,247 at 6%; with 100% employer match about $370,403 at 4% or $246,935 at 6%.
John a. Stewart, MD PC 401(K) Profit Sharing Plan and Trust-8$231,705$57,355$7,169iApproximate average salary by contribution assumption: employee only about $179,234 at 4% or $119,490 at 6%; with 50% employer match about $119,490 at 4% or $79,660 at 6%; with 100% employer match about $89,617 at 4% or $59,745 at 6%.
201227$587,290$264,451$37,779iApproximate average salary by contribution assumption: employee only about $944,468 at 4% or $629,645 at 6%; with 50% employer match about $629,645 at 4% or $419,763 at 6%; with 100% employer match about $472,234 at 4% or $314,823 at 6%.
JOHN A. STEWART, MD, PC CASH BALANCE PENSION PLAN AND TRUST-7$448,363$210,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
John a. Stewart, MD PC 401(K) Profit Sharing Plan and Trust-7$138,927$54,451$7,779iApproximate average salary by contribution assumption: employee only about $194,468 at 4% or $129,645 at 6%; with 50% employer match about $129,645 at 4% or $86,430 at 6%; with 100% employer match about $97,234 at 4% or $64,823 at 6%.
201127$285,955$292,512$41,787iApproximate average salary by contribution assumption: employee only about $1,044,686 at 4% or $696,457 at 6%; with 50% employer match about $696,457 at 4% or $464,305 at 6%; with 100% employer match about $522,343 at 4% or $348,229 at 6%.
John a. Stewart M.D. PC. Profit Sharing Plan-7$212,005$218,061$31,152iApproximate average salary by contribution assumption: employee only about $778,789 at 4% or $519,193 at 6%; with 50% employer match about $519,193 at 4% or $346,129 at 6%; with 100% employer match about $389,395 at 4% or $259,596 at 6%.
JOHN A. STEWART, MD, PC 401(K) PROFIT SHARING PLAN AND TRUST-7$73,950$74,451$10,636iApproximate average salary by contribution assumption: employee only about $265,896 at 4% or $177,264 at 6%; with 50% employer match about $177,264 at 4% or $118,176 at 6%; with 100% employer match about $132,948 at 4% or $88,632 at 6%.
200610$0$0-
John a. Stewart M.D. PC. Profit Sharing Plan-0---
200511$1,592,169$0-
John a. Stewart M.D. PC. Profit Sharing Plan-1$1,592,169--
200411$1,303,953$0-
John a. Stewart M.D. PC. Profit Sharing Plan-1$1,303,953--
200311$0$0-
John a. Stewart M.D. PC. Profit Sharing Plan-1---
200215$0$0-
John a. Stewart M.D. PC. Profit Sharing Plan-5---
200115$0$0-
John a. Stewart M.D. PC. Profit Sharing Plan-5---
200015$0$0-
John a. Stewart M.D. PC. Profit Sharing Plan-5---
199915$1,447,068$46,908$9,382iApproximate average salary by contribution assumption: employee only about $234,540 at 4% or $156,360 at 6%; with 50% employer match about $156,360 at 4% or $104,240 at 6%; with 100% employer match about $117,270 at 4% or $78,180 at 6%.
John a. Stewart M.D. PC. Profit Sharing Plan-5$1,447,068$46,908$9,382iApproximate average salary by contribution assumption: employee only about $234,540 at 4% or $156,360 at 6%; with 50% employer match about $156,360 at 4% or $104,240 at 6%; with 100% employer match about $117,270 at 4% or $78,180 at 6%.