Civic Intelligence

Stephens, Lynn, Klein & Mcnicholas, P.A.

Plan context: Stephens, Lynn, Klein & Mcnicholas, P.A. 401K Profit Sharing Plan

EIN 65-0230816 • 19 filings • 11 plans

Current Snapshot

Latest Year

2009

2009 Participants

86

2009 Assets

$7,996,687

2009 Contributions

$631,167

Historical Graphs

Total Assets Over Time

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

$9,694,698$4,847,349$0199920042009YearValue
$7,996,687Latest year 2009

Participants Over Time

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

2801400199920042009YearValue
86Latest 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
2009286$7,996,687$631,167$7,339iApproximate average salary by contribution assumption: employee only about $183,479 at 4% or $122,319 at 6%; with 50% employer match about $122,319 at 4% or $81,546 at 6%; with 100% employer match about $91,739 at 4% or $61,160 at 6%.
Stephens, Lynn, Klein & Mcnicholas, P.A. 401K Profit Sharing Plan-86$7,996,687$631,167$7,339iApproximate average salary by contribution assumption: employee only about $183,479 at 4% or $122,319 at 6%; with 50% employer match about $122,319 at 4% or $81,546 at 6%; with 100% employer match about $91,739 at 4% or $61,160 at 6%.
STEPHENS, LYNN, KLEIN, LACAVA, HOFFMAN, PUYA, P.A. FLEXIBLE HEALTH INSURANCE-----
2008195$6,792,057$748,526$7,879iApproximate average salary by contribution assumption: employee only about $196,981 at 4% or $131,320 at 6%; with 50% employer match about $131,320 at 4% or $87,547 at 6%; with 100% employer match about $98,490 at 4% or $65,660 at 6%.
Stephens, Lynn, Klein & Mcnicholas, P.A. 401K Profit Sharing Plan-95$6,792,057$748,526$7,879iApproximate average salary by contribution assumption: employee only about $196,981 at 4% or $131,320 at 6%; with 50% employer match about $131,320 at 4% or $87,547 at 6%; with 100% employer match about $98,490 at 4% or $65,660 at 6%.
20072140$9,694,698$922,666$6,590iApproximate average salary by contribution assumption: employee only about $164,762 at 4% or $109,841 at 6%; with 50% employer match about $109,841 at 4% or $73,227 at 6%; with 100% employer match about $82,381 at 4% or $54,921 at 6%.
Stephens, Lynn, Klein & Mcnicholas, P.A. 401K Profit Sharing Plan-102$9,694,698$922,666$9,046iApproximate average salary by contribution assumption: employee only about $226,144 at 4% or $150,762 at 6%; with 50% employer match about $150,762 at 4% or $100,508 at 6%; with 100% employer match about $113,072 at 4% or $75,381 at 6%.
STEPHENS, LYNN, KLEIN, LACAVA, HOFFMAN, PUYA, P.A. FLEXIBLE HEALTH INSURANCE-140---
20062238$8,442,822$837,143$3,517iApproximate average salary by contribution assumption: employee only about $87,935 at 4% or $58,623 at 6%; with 50% employer match about $58,623 at 4% or $39,082 at 6%; with 100% employer match about $43,968 at 4% or $29,312 at 6%.
Stephens, Lynn, Klein & Mcnicholas, P.A. 401K Profit Sharing Plan-113$8,442,822$837,143$7,408iApproximate average salary by contribution assumption: employee only about $185,209 at 4% or $123,472 at 6%; with 50% employer match about $123,472 at 4% or $82,315 at 6%; with 100% employer match about $92,604 at 4% or $61,736 at 6%.
STEPHENS, LYNN, KLEIN, LACAVA, HOFFMAN, PUYA, P.A. FLEXIBLE HEALTH INSURANCE-238---
20052280$7,379,307$780,770$2,788iApproximate average salary by contribution assumption: employee only about $69,712 at 4% or $46,474 at 6%; with 50% employer match about $46,474 at 4% or $30,983 at 6%; with 100% employer match about $34,856 at 4% or $23,237 at 6%.
Stephens, Lynn, Klein & Mcnicholas, P.A. 401K Profit Sharing Plan-131$7,379,307$780,770$5,960iApproximate average salary by contribution assumption: employee only about $149,002 at 4% or $99,335 at 6%; with 50% employer match about $99,335 at 4% or $66,223 at 6%; with 100% employer match about $74,501 at 4% or $49,667 at 6%.
STEPHENS, LYNN, KLEIN, LACAVA, HOFFMAN, PUYA, P.A. FLEXIBLE HEALTH INSURANCE-280---
20042236$6,431,647$787,674$3,338iApproximate average salary by contribution assumption: employee only about $83,440 at 4% or $55,627 at 6%; with 50% employer match about $55,627 at 4% or $37,084 at 6%; with 100% employer match about $41,720 at 4% or $27,813 at 6%.
Stephens, Lynn, Klein & Mcnicholas, P.A. 401K Profit Sharing Plan-130$6,431,647$787,674$6,059iApproximate average salary by contribution assumption: employee only about $151,476 at 4% or $100,984 at 6%; with 50% employer match about $100,984 at 4% or $67,323 at 6%; with 100% employer match about $75,738 at 4% or $50,492 at 6%.
STEPHENS, LYNN, KLEIN, LACAVA, HOFFMAN, PUYA, PA FLEXIBLE HEALTH INSURANCE-236---
20032126$5,226,969$620,600$4,925iApproximate average salary by contribution assumption: employee only about $123,135 at 4% or $82,090 at 6%; with 50% employer match about $82,090 at 4% or $54,727 at 6%; with 100% employer match about $61,567 at 4% or $41,045 at 6%.
Stephens, Lynn, Klein & Mcnicholas, P.A. 401K Profit Sharing Plan-122$5,226,969$620,600$5,087iApproximate average salary by contribution assumption: employee only about $127,172 at 4% or $84,781 at 6%; with 50% employer match about $84,781 at 4% or $56,521 at 6%; with 100% employer match about $63,586 at 4% or $42,391 at 6%.
STEPHENS LYNN KLEIN LACAVA & PUYA PA FLEXIABLE HEALTH INSURANCE-126---
20022132$4,224,367$513,905$3,893iApproximate average salary by contribution assumption: employee only about $97,330 at 4% or $64,887 at 6%; with 50% employer match about $64,887 at 4% or $43,258 at 6%; with 100% employer match about $48,665 at 4% or $32,443 at 6%.
Stephens, Lynn, Klein & Mcnicholas, P.A. 401K Profit Sharing Plan-115$4,224,367$513,905$4,469iApproximate average salary by contribution assumption: employee only about $111,718 at 4% or $74,479 at 6%; with 50% employer match about $74,479 at 4% or $49,653 at 6%; with 100% employer match about $55,859 at 4% or $37,239 at 6%.
STEPHENS LYNN KLEIN LACAVA HOFFMAN & PUYA PA FLEXIBLE HEALTH INSURANCE-132---
20012136$4,509,236$342,588$2,519iApproximate average salary by contribution assumption: employee only about $62,976 at 4% or $41,984 at 6%; with 50% employer match about $41,984 at 4% or $27,989 at 6%; with 100% employer match about $31,488 at 4% or $20,992 at 6%.
Stephens, Lynn, Klein & Mcnicholas, P.A. 401K Profit Sharing Plan-70$4,509,236$342,588$4,894iApproximate average salary by contribution assumption: employee only about $122,353 at 4% or $81,569 at 6%; with 50% employer match about $81,569 at 4% or $54,379 at 6%; with 100% employer match about $61,176 at 4% or $40,784 at 6%.
STEPHENS LYNN KLEIN LACAVA HOFFMAN & PUYA PA FLEXIBLE HEALTH INSURANCE-136---
2000157$5,008,647$361,000$6,333iApproximate average salary by contribution assumption: employee only about $158,333 at 4% or $105,556 at 6%; with 50% employer match about $105,556 at 4% or $70,370 at 6%; with 100% employer match about $79,167 at 4% or $52,778 at 6%.
Stephens, Lynn, Klein & Mcnicholas, P.A. 401K Profit Sharing Plan-57$5,008,647$361,000$6,333iApproximate average salary by contribution assumption: employee only about $158,333 at 4% or $105,556 at 6%; with 50% employer match about $105,556 at 4% or $70,370 at 6%; with 100% employer match about $79,167 at 4% or $52,778 at 6%.
1999184$6,199,077$482,860$5,748iApproximate average salary by contribution assumption: employee only about $143,708 at 4% or $95,806 at 6%; with 50% employer match about $95,806 at 4% or $63,870 at 6%; with 100% employer match about $71,854 at 4% or $47,903 at 6%.
Stephens, Lynn, Klein & Mcnicholas, P.A. 401K Profit Sharing Plan-84$6,199,077$482,860$5,748iApproximate average salary by contribution assumption: employee only about $143,708 at 4% or $95,806 at 6%; with 50% employer match about $95,806 at 4% or $63,870 at 6%; with 100% employer match about $71,854 at 4% or $47,903 at 6%.