Williams & Stazzone
Plan context: WILLIAMS AND STAZZONE 401(K) PLAN
EIN 65-0623672 • Melbourne, FL • 41 filings • 8 plans
Current Snapshot
Latest Year
2022
2022 Participants
24
2022 Assets
$2,287,827
2022 Contributions
$39,786
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $39,786 | - |
| WILLIAMS AND STAZZONE 401(K) PLAN | - | 0 | $0 | $39,786 | - |
| 2021 | 1 | 24 | $2,287,827 | $184,925 | $7,705iApproximate average salary by contribution assumption: employee only about $192,630 at 4% or $128,420 at 6%; with 50% employer match about $128,420 at 4% or $85,613 at 6%; with 100% employer match about $96,315 at 4% or $64,210 at 6%. |
| WILLIAMS AND STAZZONE 401(K) PLAN | - | 24 | $2,287,827 | $184,925 | $7,705iApproximate average salary by contribution assumption: employee only about $192,630 at 4% or $128,420 at 6%; with 50% employer match about $128,420 at 4% or $85,613 at 6%; with 100% employer match about $96,315 at 4% or $64,210 at 6%. |
| 2020 | 1 | 24 | $2,401,609 | $168,643 | $7,027iApproximate average salary by contribution assumption: employee only about $175,670 at 4% or $117,113 at 6%; with 50% employer match about $117,113 at 4% or $78,075 at 6%; with 100% employer match about $87,835 at 4% or $58,557 at 6%. |
| WILLIAMS AND STAZZONE 401(K) PLAN | - | 24 | $2,401,609 | $168,643 | $7,027iApproximate average salary by contribution assumption: employee only about $175,670 at 4% or $117,113 at 6%; with 50% employer match about $117,113 at 4% or $78,075 at 6%; with 100% employer match about $87,835 at 4% or $58,557 at 6%. |
| 2019 | 1 | 25 | $2,167,619 | $140,157 | $5,606iApproximate average salary by contribution assumption: employee only about $140,157 at 4% or $93,438 at 6%; with 50% employer match about $93,438 at 4% or $62,292 at 6%; with 100% employer match about $70,079 at 4% or $46,719 at 6%. |
| WILLIAMS AND STAZZONE 401(K) PLAN | - | 25 | $2,167,619 | $140,157 | $5,606iApproximate average salary by contribution assumption: employee only about $140,157 at 4% or $93,438 at 6%; with 50% employer match about $93,438 at 4% or $62,292 at 6%; with 100% employer match about $70,079 at 4% or $46,719 at 6%. |
| 2018 | 1 | 22 | $1,926,506 | $330,168 | $15,008iApproximate average salary by contribution assumption: employee only about $375,191 at 4% or $250,127 at 6%; with 50% employer match about $250,127 at 4% or $166,752 at 6%; with 100% employer match about $187,595 at 4% or $125,064 at 6%. |
| WILLIAMS AND STAZZONE 401(K) PLAN | - | 22 | $1,926,506 | $330,168 | $15,008iApproximate average salary by contribution assumption: employee only about $375,191 at 4% or $250,127 at 6%; with 50% employer match about $250,127 at 4% or $166,752 at 6%; with 100% employer match about $187,595 at 4% or $125,064 at 6%. |
| 2017 | 1 | 21 | $1,834,453 | $280,162 | $13,341iApproximate average salary by contribution assumption: employee only about $333,526 at 4% or $222,351 at 6%; with 50% employer match about $222,351 at 4% or $148,234 at 6%; with 100% employer match about $166,763 at 4% or $111,175 at 6%. |
| WILLIAMS AND STAZZONE 401(K) PLAN | - | 21 | $1,834,453 | $280,162 | $13,341iApproximate average salary by contribution assumption: employee only about $333,526 at 4% or $222,351 at 6%; with 50% employer match about $222,351 at 4% or $148,234 at 6%; with 100% employer match about $166,763 at 4% or $111,175 at 6%. |
| 2016 | 1 | 23 | $1,520,957 | $168,094 | $7,308iApproximate average salary by contribution assumption: employee only about $182,711 at 4% or $121,807 at 6%; with 50% employer match about $121,807 at 4% or $81,205 at 6%; with 100% employer match about $91,355 at 4% or $60,904 at 6%. |
| WILLIAMS AND STAZZONE 401(K) PLAN | - | 23 | $1,520,957 | $168,094 | $7,308iApproximate average salary by contribution assumption: employee only about $182,711 at 4% or $121,807 at 6%; with 50% employer match about $121,807 at 4% or $81,205 at 6%; with 100% employer match about $91,355 at 4% or $60,904 at 6%. |
| 2015 | 1 | 19 | $1,376,914 | $183,127 | $9,638iApproximate average salary by contribution assumption: employee only about $240,957 at 4% or $160,638 at 6%; with 50% employer match about $160,638 at 4% or $107,092 at 6%; with 100% employer match about $120,478 at 4% or $80,319 at 6%. |
| WILLIAMS AND STAZZONE 401(K) PLAN | - | 19 | $1,376,914 | $183,127 | $9,638iApproximate average salary by contribution assumption: employee only about $240,957 at 4% or $160,638 at 6%; with 50% employer match about $160,638 at 4% or $107,092 at 6%; with 100% employer match about $120,478 at 4% or $80,319 at 6%. |
| 2014 | 2 | 19 | $1,357,526 | $170,380 | $8,967iApproximate average salary by contribution assumption: employee only about $224,184 at 4% or $149,456 at 6%; with 50% employer match about $149,456 at 4% or $99,637 at 6%; with 100% employer match about $112,092 at 4% or $74,728 at 6%. |
| WILLIAMS AND STAZZONE 401(K) PLAN | - | 19 | $1,357,526 | $101,380 | $5,336iApproximate average salary by contribution assumption: employee only about $133,395 at 4% or $88,930 at 6%; with 50% employer match about $88,930 at 4% or $59,287 at 6%; with 100% employer match about $66,697 at 4% or $44,465 at 6%. |
| WILLIAMS & STAZZONE INSURANCE AGENCY INC. RETIREMENT PLAN | - | 0 | $0 | $69,000 | - |
| 2013 | 2 | 23 | $2,189,427 | $165,892 | $7,213iApproximate average salary by contribution assumption: employee only about $180,317 at 4% or $120,212 at 6%; with 50% employer match about $120,212 at 4% or $80,141 at 6%; with 100% employer match about $90,159 at 4% or $60,106 at 6%. |
| WILLIAMS AND STAZZONE 401(K) PLAN | - | 19 | $1,239,296 | $98,892 | $5,205iApproximate average salary by contribution assumption: employee only about $130,121 at 4% or $86,747 at 6%; with 50% employer match about $86,747 at 4% or $57,832 at 6%; with 100% employer match about $65,061 at 4% or $43,374 at 6%. |
| WILLIAMS & STAZZONE INSURANCE AGENCY INC. RETIREMENT PLAN | - | 23 | $950,131 | $67,000 | $2,913iApproximate average salary by contribution assumption: employee only about $72,826 at 4% or $48,551 at 6%; with 50% employer match about $48,551 at 4% or $32,367 at 6%; with 100% employer match about $36,413 at 4% or $24,275 at 6%. |
| 2012 | 2 | 23 | $1,958,308 | $120,974 | $5,260iApproximate average salary by contribution assumption: employee only about $131,493 at 4% or $87,662 at 6%; with 50% employer match about $87,662 at 4% or $58,442 at 6%; with 100% employer match about $65,747 at 4% or $43,831 at 6%. |
| WILLIAMS AND STAZZONE 401(K) PLAN | - | 21 | $1,080,708 | $104,162 | $4,960iApproximate average salary by contribution assumption: employee only about $124,002 at 4% or $82,668 at 6%; with 50% employer match about $82,668 at 4% or $55,112 at 6%; with 100% employer match about $62,001 at 4% or $41,334 at 6%. |
| WILLIAMS & STAZZONE INSURANCE AGENCY INC. RETIREMENT PLAN | - | 23 | $877,600 | $16,812 | $731iApproximate average salary by contribution assumption: employee only about $18,274 at 4% or $12,183 at 6%; with 50% employer match about $12,183 at 4% or $8,122 at 6%; with 100% employer match about $9,137 at 4% or $6,091 at 6%. |
| 2011 | 3 | 25 | $2,067,406 | $141,551 | $5,662iApproximate average salary by contribution assumption: employee only about $141,551 at 4% or $94,367 at 6%; with 50% employer match about $94,367 at 4% or $62,912 at 6%; with 100% employer match about $70,776 at 4% or $47,184 at 6%. |
| WILLIAMS AND STAZZONE 401(K) PLAN | - | 25 | $1,116,340 | $105,966 | $4,239iApproximate average salary by contribution assumption: employee only about $105,966 at 4% or $70,644 at 6%; with 50% employer match about $70,644 at 4% or $47,096 at 6%; with 100% employer match about $52,983 at 4% or $35,322 at 6%. |
| WILLIAMS & STAZZONE INSURANCE AGENCY INC. RETIREMENT PLAN | - | 0 | $951,066 | $35,585 | - |
| Williams & Stazzone Profit Sharing Trust | - | 0 | $0 | $0 | - |
| 2010 | 3 | 26 | $2,129,520 | $84,117 | $3,235iApproximate average salary by contribution assumption: employee only about $80,882 at 4% or $53,921 at 6%; with 50% employer match about $53,921 at 4% or $35,947 at 6%; with 100% employer match about $40,441 at 4% or $26,961 at 6%. |
| WILLIAMS AND STAZZONE 401(K) PLAN | - | 26 | $1,061,901 | $84,117 | $3,235iApproximate average salary by contribution assumption: employee only about $80,882 at 4% or $53,921 at 6%; with 50% employer match about $53,921 at 4% or $35,947 at 6%; with 100% employer match about $40,441 at 4% or $26,961 at 6%. |
| WILLIAMS & STAZZONE INSURANCE AGENCY INC. RETIREMENT PLAN | - | 0 | $910,093 | $0 | - |
| Williams & Stazzone Profit Sharing Trust | - | 3 | $157,526 | $0 | - |
| 2009 | 2 | 3 | $1,952,822 | $11,930 | $3,977iApproximate average salary by contribution assumption: employee only about $99,417 at 4% or $66,278 at 6%; with 50% employer match about $66,278 at 4% or $44,185 at 6%; with 100% employer match about $49,708 at 4% or $33,139 at 6%. |
| WILLIAMS & STAZZONE INS. AGENCY, INC. RETIREMENT PLAN | - | 0 | $1,801,496 | $11,930 | - |
| Williams & Stazzone Profit Sharing Trust | - | 3 | $151,326 | $0 | - |
| 2008 | 2 | 26 | $143,997 | $0 | - |
| Williams & Stazzone Profit Sharing Trust | - | 23 | $143,997 | - | - |
| WILLIAMS & STAZZONE INS. AGENCY, INC. RETIREMENT P LAN | - | 26 | - | - | - |
| 2007 | 2 | 24 | $460,029 | $0 | - |
| Williams & Stazzone Profit Sharing Trust | - | 24 | $460,029 | - | - |
| WILLIAMS & STAZZONE INS. AGENCY, INC. RETIREMENT PLAN | - | 21 | - | - | - |
| 2006 | 2 | 27 | $444,457 | $0 | - |
| Williams & Stazzone Profit Sharing Trust | - | 27 | $444,457 | - | - |
| WILLIAMS & STAZZONE INS. AGENCY, INC. RETIREMENT PLAN | - | 25 | - | - | - |
| 2005 | 2 | 28 | $418,171 | $0 | - |
| Williams & Stazzone Profit Sharing Trust | - | 28 | $418,171 | - | - |
| WILLIAMS & STAZZONE INS. AGENCY, INC. RETIREMENT PLAN | - | 27 | - | - | - |
| 2004 | 2 | 29 | $410,731 | $0 | - |
| Williams & Stazzone Profit Sharing Trust | - | 29 | $410,731 | - | - |
| WILLIAMS & STAZZONE INS. AGENCY, INC. RETIREMENT PLAN | - | 27 | - | - | - |
| 2003 | 2 | 29 | $369,437 | $0 | - |
| Williams & Stazzone Profit Sharing Trust | - | 27 | $369,437 | - | - |
| WILLIAMS & STAZZONE INS. AGENCY, INC. RETIREMENT PLAN | - | 29 | - | - | - |
| 2002 | 2 | 29 | $286,480 | $0 | - |
| Williams & Stazzone Profit Sharing Trust | - | 29 | $286,480 | - | - |
| WILLIAMS & STAZZONE INSURANCE AGENCY, INC. RETIREMENT PLAN | - | 29 | - | - | - |
| 2001 | 2 | 31 | $0 | $0 | - |
| Williams & Stazzone Profit Sharing Trust | - | 24 | - | - | - |
| WILLIAMS & STAZZONE INSURANCE AGENCY, INC. RETIREMENT PLAN | - | 31 | - | - | - |
| 2000 | 2 | 26 | $369,481 | $0 | - |
| Williams & Stazzone Profit Sharing Trust | - | 23 | $369,481 | - | - |
| WILLIAMS & STAZZONE INSURANCE AGENCY, INC. RETIREMENT PLAN | - | 26 | - | - | - |
| 1999 | 1 | 13 | $411,173 | $0 | - |
| Williams & Stazzone Profit Sharing Trust | - | 13 | $411,173 | - | - |