Civic Intelligence

The Stephenson Company

Plan context: The Stephenson Company 401(K) Plan

EIN 68-0141313 • Concord, CA • 11 filings • 1 plans

1220 Diamond Way, Suite 260Concord, CA 94520
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$317,101

2024 Contributions

$36,703

Historical Graphs

Total Assets Over Time

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

$1,453,568$726,784$0201420192023YearValue
$317,101Latest year 2023

Participants Over Time

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

420201420192023YearValue
1Latest year 2023

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
202410$0$0-
The Stephenson Company 401(K) Plan-0---
202311$317,101$0-
The Stephenson Company 401(K) Plan-1$317,101--
202211$599,726$36,703$36,703iApproximate average salary by contribution assumption: employee only about $917,575 at 4% or $611,717 at 6%; with 50% employer match about $611,717 at 4% or $407,811 at 6%; with 100% employer match about $458,788 at 4% or $305,858 at 6%.
The Stephenson Company 401(K) Plan-1$599,726$36,703$36,703iApproximate average salary by contribution assumption: employee only about $917,575 at 4% or $611,717 at 6%; with 50% employer match about $611,717 at 4% or $407,811 at 6%; with 100% employer match about $458,788 at 4% or $305,858 at 6%.
202113$1,447,160$96,611$32,204iApproximate average salary by contribution assumption: employee only about $805,092 at 4% or $536,728 at 6%; with 50% employer match about $536,728 at 4% or $357,819 at 6%; with 100% employer match about $402,546 at 4% or $268,364 at 6%.
The Stephenson Company 401(K) Plan-3$1,447,160$96,611$32,204iApproximate average salary by contribution assumption: employee only about $805,092 at 4% or $536,728 at 6%; with 50% employer match about $536,728 at 4% or $357,819 at 6%; with 100% employer match about $402,546 at 4% or $268,364 at 6%.
202014$1,453,568$93,236$23,309iApproximate average salary by contribution assumption: employee only about $582,725 at 4% or $388,483 at 6%; with 50% employer match about $388,483 at 4% or $258,989 at 6%; with 100% employer match about $291,363 at 4% or $194,242 at 6%.
The Stephenson Company 401(K) Plan-4$1,453,568$93,236$23,309iApproximate average salary by contribution assumption: employee only about $582,725 at 4% or $388,483 at 6%; with 50% employer match about $388,483 at 4% or $258,989 at 6%; with 100% employer match about $291,363 at 4% or $194,242 at 6%.
201914$1,148,382$92,622$23,156iApproximate average salary by contribution assumption: employee only about $578,888 at 4% or $385,925 at 6%; with 50% employer match about $385,925 at 4% or $257,283 at 6%; with 100% employer match about $289,444 at 4% or $192,963 at 6%.
The Stephenson Company 401(K) Plan-4$1,148,382$92,622$23,156iApproximate average salary by contribution assumption: employee only about $578,888 at 4% or $385,925 at 6%; with 50% employer match about $385,925 at 4% or $257,283 at 6%; with 100% employer match about $289,444 at 4% or $192,963 at 6%.
201814$881,202$85,934$21,484iApproximate average salary by contribution assumption: employee only about $537,088 at 4% or $358,058 at 6%; with 50% employer match about $358,058 at 4% or $238,706 at 6%; with 100% employer match about $268,544 at 4% or $179,029 at 6%.
The Stephenson Company 401(K) Plan-4$881,202$85,934$21,484iApproximate average salary by contribution assumption: employee only about $537,088 at 4% or $358,058 at 6%; with 50% employer match about $358,058 at 4% or $238,706 at 6%; with 100% employer match about $268,544 at 4% or $179,029 at 6%.
201713$885,595$81,154$27,051iApproximate average salary by contribution assumption: employee only about $676,283 at 4% or $450,856 at 6%; with 50% employer match about $450,856 at 4% or $300,570 at 6%; with 100% employer match about $338,142 at 4% or $225,428 at 6%.
The Stephenson Company 401(K) Plan-3$885,595$81,154$27,051iApproximate average salary by contribution assumption: employee only about $676,283 at 4% or $450,856 at 6%; with 50% employer match about $450,856 at 4% or $300,570 at 6%; with 100% employer match about $338,142 at 4% or $225,428 at 6%.
201614$736,329$84,624$21,156iApproximate average salary by contribution assumption: employee only about $528,900 at 4% or $352,600 at 6%; with 50% employer match about $352,600 at 4% or $235,067 at 6%; with 100% employer match about $264,450 at 4% or $176,300 at 6%.
The Stephenson Company 401(K) Plan-4$736,329$84,624$21,156iApproximate average salary by contribution assumption: employee only about $528,900 at 4% or $352,600 at 6%; with 50% employer match about $352,600 at 4% or $235,067 at 6%; with 100% employer match about $264,450 at 4% or $176,300 at 6%.
201514$743,759$83,540$20,885iApproximate average salary by contribution assumption: employee only about $522,125 at 4% or $348,083 at 6%; with 50% employer match about $348,083 at 4% or $232,056 at 6%; with 100% employer match about $261,063 at 4% or $174,042 at 6%.
The Stephenson Company 401(K) Plan-4$743,759$83,540$20,885iApproximate average salary by contribution assumption: employee only about $522,125 at 4% or $348,083 at 6%; with 50% employer match about $348,083 at 4% or $232,056 at 6%; with 100% employer match about $261,063 at 4% or $174,042 at 6%.
201414$702,851$79,533$19,883iApproximate average salary by contribution assumption: employee only about $497,081 at 4% or $331,388 at 6%; with 50% employer match about $331,388 at 4% or $220,925 at 6%; with 100% employer match about $248,541 at 4% or $165,694 at 6%.
The Stephenson Company 401(K) Plan-4$702,851$79,533$19,883iApproximate average salary by contribution assumption: employee only about $497,081 at 4% or $331,388 at 6%; with 50% employer match about $331,388 at 4% or $220,925 at 6%; with 100% employer match about $248,541 at 4% or $165,694 at 6%.