Civic Intelligence

Joseph D. Stewart, P.A.

Plan context: Joseph D. Stewart, P.A. 401K Plan

EIN 65-0564413 • Naples, FL • 24 filings • 3 plans

2671 Airport Pulling Rd #302Naples, FL 34112
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$1,312,039

2022 Contributions

$1,288

Historical Graphs

Total Assets Over Time

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

$1,312,039$656,020$0199920112021YearValue
$1,312,039Latest year 2021

Participants Over Time

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

320199920102021YearValue
2Latest year 2021

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
202210$0$1,288-
Joseph D. Stewart, P.A. 401K Plan-0$0$1,288-
202112$1,312,039$19,809$9,905iApproximate average salary by contribution assumption: employee only about $247,613 at 4% or $165,075 at 6%; with 50% employer match about $165,075 at 4% or $110,050 at 6%; with 100% employer match about $123,806 at 4% or $82,538 at 6%.
Joseph D. Stewart, P.A. 401K Plan-2$1,312,039$19,809$9,905iApproximate average salary by contribution assumption: employee only about $247,613 at 4% or $165,075 at 6%; with 50% employer match about $165,075 at 4% or $110,050 at 6%; with 100% employer match about $123,806 at 4% or $82,538 at 6%.
202012$1,201,391$30,354$15,177iApproximate average salary by contribution assumption: employee only about $379,425 at 4% or $252,950 at 6%; with 50% employer match about $252,950 at 4% or $168,633 at 6%; with 100% employer match about $189,713 at 4% or $126,475 at 6%.
Joseph D. Stewart, P.A. 401K Plan-2$1,201,391$30,354$15,177iApproximate average salary by contribution assumption: employee only about $379,425 at 4% or $252,950 at 6%; with 50% employer match about $252,950 at 4% or $168,633 at 6%; with 100% employer match about $189,713 at 4% or $126,475 at 6%.
201912$1,021,577$28,539$14,270iApproximate average salary by contribution assumption: employee only about $356,738 at 4% or $237,825 at 6%; with 50% employer match about $237,825 at 4% or $158,550 at 6%; with 100% employer match about $178,369 at 4% or $118,913 at 6%.
Joseph D. Stewart, P.A. 401K Plan-2$1,021,577$28,539$14,270iApproximate average salary by contribution assumption: employee only about $356,738 at 4% or $237,825 at 6%; with 50% employer match about $237,825 at 4% or $158,550 at 6%; with 100% employer match about $178,369 at 4% or $118,913 at 6%.
201812$982,521$25,543$12,772iApproximate average salary by contribution assumption: employee only about $319,288 at 4% or $212,858 at 6%; with 50% employer match about $212,858 at 4% or $141,906 at 6%; with 100% employer match about $159,644 at 4% or $106,429 at 6%.
Joseph D. Stewart, P.A. 401K Plan-2$982,521$25,543$12,772iApproximate average salary by contribution assumption: employee only about $319,288 at 4% or $212,858 at 6%; with 50% employer match about $212,858 at 4% or $141,906 at 6%; with 100% employer match about $159,644 at 4% or $106,429 at 6%.
201713$1,043,609$29,029$9,676iApproximate average salary by contribution assumption: employee only about $241,908 at 4% or $161,272 at 6%; with 50% employer match about $161,272 at 4% or $107,515 at 6%; with 100% employer match about $120,954 at 4% or $80,636 at 6%.
Joseph D. Stewart, P.A. 401K Plan-3$1,043,609$29,029$9,676iApproximate average salary by contribution assumption: employee only about $241,908 at 4% or $161,272 at 6%; with 50% employer match about $161,272 at 4% or $107,515 at 6%; with 100% employer match about $120,954 at 4% or $80,636 at 6%.
201613$913,638$34,778$11,593iApproximate average salary by contribution assumption: employee only about $289,817 at 4% or $193,211 at 6%; with 50% employer match about $193,211 at 4% or $128,807 at 6%; with 100% employer match about $144,908 at 4% or $96,606 at 6%.
Joseph D. Stewart, P.A. 401K Plan-3$913,638$34,778$11,593iApproximate average salary by contribution assumption: employee only about $289,817 at 4% or $193,211 at 6%; with 50% employer match about $193,211 at 4% or $128,807 at 6%; with 100% employer match about $144,908 at 4% or $96,606 at 6%.
201513$821,633$8,716$2,905iApproximate average salary by contribution assumption: employee only about $72,633 at 4% or $48,422 at 6%; with 50% employer match about $48,422 at 4% or $32,281 at 6%; with 100% employer match about $36,317 at 4% or $24,211 at 6%.
Joseph D. Stewart, P.A. 401K Plan-3$821,633$8,716$2,905iApproximate average salary by contribution assumption: employee only about $72,633 at 4% or $48,422 at 6%; with 50% employer match about $48,422 at 4% or $32,281 at 6%; with 100% employer match about $36,317 at 4% or $24,211 at 6%.
201413$786,497$6,760$2,253iApproximate average salary by contribution assumption: employee only about $56,333 at 4% or $37,556 at 6%; with 50% employer match about $37,556 at 4% or $25,037 at 6%; with 100% employer match about $28,167 at 4% or $18,778 at 6%.
Joseph D. Stewart, P.A. 401K Plan-3$786,497$6,760$2,253iApproximate average salary by contribution assumption: employee only about $56,333 at 4% or $37,556 at 6%; with 50% employer match about $37,556 at 4% or $25,037 at 6%; with 100% employer match about $28,167 at 4% or $18,778 at 6%.
201313$757,721$11,311$3,770iApproximate average salary by contribution assumption: employee only about $94,258 at 4% or $62,839 at 6%; with 50% employer match about $62,839 at 4% or $41,893 at 6%; with 100% employer match about $47,129 at 4% or $31,419 at 6%.
Joseph D. Stewart, P.A. 401K Plan-3$757,721$11,311$3,770iApproximate average salary by contribution assumption: employee only about $94,258 at 4% or $62,839 at 6%; with 50% employer match about $62,839 at 4% or $41,893 at 6%; with 100% employer match about $47,129 at 4% or $31,419 at 6%.
201213$625,109$30,204$10,068iApproximate average salary by contribution assumption: employee only about $251,700 at 4% or $167,800 at 6%; with 50% employer match about $167,800 at 4% or $111,867 at 6%; with 100% employer match about $125,850 at 4% or $83,900 at 6%.
Joseph D. Stewart, P.A. 401K Plan-3$625,109$30,204$10,068iApproximate average salary by contribution assumption: employee only about $251,700 at 4% or $167,800 at 6%; with 50% employer match about $167,800 at 4% or $111,867 at 6%; with 100% employer match about $125,850 at 4% or $83,900 at 6%.
201113$537,269$29,394$9,798iApproximate average salary by contribution assumption: employee only about $244,950 at 4% or $163,300 at 6%; with 50% employer match about $163,300 at 4% or $108,867 at 6%; with 100% employer match about $122,475 at 4% or $81,650 at 6%.
Joseph D. Stewart, P.A. 401K Plan-3$537,269$29,394$9,798iApproximate average salary by contribution assumption: employee only about $244,950 at 4% or $163,300 at 6%; with 50% employer match about $163,300 at 4% or $108,867 at 6%; with 100% employer match about $122,475 at 4% or $81,650 at 6%.
201013$511,925$31,090$10,363iApproximate average salary by contribution assumption: employee only about $259,083 at 4% or $172,722 at 6%; with 50% employer match about $172,722 at 4% or $115,148 at 6%; with 100% employer match about $129,542 at 4% or $86,361 at 6%.
Joseph D. Stewart, P.A. 401K Plan-3$511,925$31,090$10,363iApproximate average salary by contribution assumption: employee only about $259,083 at 4% or $172,722 at 6%; with 50% employer match about $172,722 at 4% or $115,148 at 6%; with 100% employer match about $129,542 at 4% or $86,361 at 6%.
200913$448,898$28,548$9,516iApproximate average salary by contribution assumption: employee only about $237,900 at 4% or $158,600 at 6%; with 50% employer match about $158,600 at 4% or $105,733 at 6%; with 100% employer match about $118,950 at 4% or $79,300 at 6%.
Joseph D. Stewart, P.A. 401K Plan-3$448,898$28,548$9,516iApproximate average salary by contribution assumption: employee only about $237,900 at 4% or $158,600 at 6%; with 50% employer match about $158,600 at 4% or $105,733 at 6%; with 100% employer match about $118,950 at 4% or $79,300 at 6%.
200813$359,123$28,442$9,481iApproximate average salary by contribution assumption: employee only about $237,017 at 4% or $158,011 at 6%; with 50% employer match about $158,011 at 4% or $105,341 at 6%; with 100% employer match about $118,508 at 4% or $79,006 at 6%.
Joseph D. Stewart, P.A. 401K Plan-3$359,123$28,442$9,481iApproximate average salary by contribution assumption: employee only about $237,017 at 4% or $158,011 at 6%; with 50% employer match about $158,011 at 4% or $105,341 at 6%; with 100% employer match about $118,508 at 4% or $79,006 at 6%.
200713$0$0-
Joseph D. Stewart, P.A. 401K Plan-3---
200613$406,068$51,426$17,142iApproximate average salary by contribution assumption: employee only about $428,550 at 4% or $285,700 at 6%; with 50% employer match about $285,700 at 4% or $190,467 at 6%; with 100% employer match about $214,275 at 4% or $142,850 at 6%.
Joseph D. Stewart, P.A. 401K Plan-3$406,068$51,426$17,142iApproximate average salary by contribution assumption: employee only about $428,550 at 4% or $285,700 at 6%; with 50% employer match about $285,700 at 4% or $190,467 at 6%; with 100% employer match about $214,275 at 4% or $142,850 at 6%.
200513$253,222$38,209$12,736iApproximate average salary by contribution assumption: employee only about $318,408 at 4% or $212,272 at 6%; with 50% employer match about $212,272 at 4% or $141,515 at 6%; with 100% employer match about $159,204 at 4% or $106,136 at 6%.
Joseph D. Stewart, P.A. 401K Plan-3$253,222$38,209$12,736iApproximate average salary by contribution assumption: employee only about $318,408 at 4% or $212,272 at 6%; with 50% employer match about $212,272 at 4% or $141,515 at 6%; with 100% employer match about $159,204 at 4% or $106,136 at 6%.
200413$266,509$30,128$10,043iApproximate average salary by contribution assumption: employee only about $251,067 at 4% or $167,378 at 6%; with 50% employer match about $167,378 at 4% or $111,585 at 6%; with 100% employer match about $125,533 at 4% or $83,689 at 6%.
Joseph D. Stewart, P.A. 401K Plan-3$266,509$30,128$10,043iApproximate average salary by contribution assumption: employee only about $251,067 at 4% or $167,378 at 6%; with 50% employer match about $167,378 at 4% or $111,585 at 6%; with 100% employer match about $125,533 at 4% or $83,689 at 6%.
200313$211,841$29,239$9,746iApproximate average salary by contribution assumption: employee only about $243,658 at 4% or $162,439 at 6%; with 50% employer match about $162,439 at 4% or $108,293 at 6%; with 100% employer match about $121,829 at 4% or $81,219 at 6%.
Joseph D. Stewart, P.A. 401K Plan-3$211,841$29,239$9,746iApproximate average salary by contribution assumption: employee only about $243,658 at 4% or $162,439 at 6%; with 50% employer match about $162,439 at 4% or $108,293 at 6%; with 100% employer match about $121,829 at 4% or $81,219 at 6%.
200213$154,114$18,582$6,194iApproximate average salary by contribution assumption: employee only about $154,850 at 4% or $103,233 at 6%; with 50% employer match about $103,233 at 4% or $68,822 at 6%; with 100% employer match about $77,425 at 4% or $51,617 at 6%.
Joseph D. Stewart, P.A. 401K Plan-3$154,114$18,582$6,194iApproximate average salary by contribution assumption: employee only about $154,850 at 4% or $103,233 at 6%; with 50% employer match about $103,233 at 4% or $68,822 at 6%; with 100% employer match about $77,425 at 4% or $51,617 at 6%.
200113$154,673$18,186$6,062iApproximate average salary by contribution assumption: employee only about $151,550 at 4% or $101,033 at 6%; with 50% employer match about $101,033 at 4% or $67,356 at 6%; with 100% employer match about $75,775 at 4% or $50,517 at 6%.
Joseph D. Stewart, P.A. 401K Plan-3$154,673$18,186$6,062iApproximate average salary by contribution assumption: employee only about $151,550 at 4% or $101,033 at 6%; with 50% employer match about $101,033 at 4% or $67,356 at 6%; with 100% employer match about $75,775 at 4% or $50,517 at 6%.
200013$145,975$19,305$6,435iApproximate average salary by contribution assumption: employee only about $160,875 at 4% or $107,250 at 6%; with 50% employer match about $107,250 at 4% or $71,500 at 6%; with 100% employer match about $80,438 at 4% or $53,625 at 6%.
Joseph D. Stewart, P.A. 401K Plan-3$145,975$19,305$6,435iApproximate average salary by contribution assumption: employee only about $160,875 at 4% or $107,250 at 6%; with 50% employer match about $107,250 at 4% or $71,500 at 6%; with 100% employer match about $80,438 at 4% or $53,625 at 6%.
199913$128,526$12,927$4,309iApproximate average salary by contribution assumption: employee only about $107,725 at 4% or $71,817 at 6%; with 50% employer match about $71,817 at 4% or $47,878 at 6%; with 100% employer match about $53,863 at 4% or $35,908 at 6%.
Joseph D. Stewart, P.A. 401K Plan-3$128,526$12,927$4,309iApproximate average salary by contribution assumption: employee only about $107,725 at 4% or $71,817 at 6%; with 50% employer match about $71,817 at 4% or $47,878 at 6%; with 100% employer match about $53,863 at 4% or $35,908 at 6%.