Civic Intelligence

Stephens, Mccarthy, Lancaster LLC

Plan context: Stephens, Mccarthy, Lancaster LLC 401(K) Profit Sharing Plan

EIN 68-0415485 • Petaluma, CA • 20 filings • 3 plans

3835 Cypress Drive, Suite 206Petaluma, CA 94954
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$8,049,552

2025 Contributions

$475,786

Historical Graphs

Total Assets Over Time

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

$8,049,552$4,024,776$0200620162025YearValue
$8,049,552Latest year 2025

Participants Over Time

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

1370200620162025YearValue
10Latest 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
2025110$8,049,552$475,786$47,579iApproximate average salary by contribution assumption: employee only about $1,189,465 at 4% or $792,977 at 6%; with 50% employer match about $792,977 at 4% or $528,651 at 6%; with 100% employer match about $594,733 at 4% or $396,488 at 6%.
Stephens, Mccarthy, Lancaster LLC 401(K) Profit Sharing Plan-10$8,049,552$475,786$47,579iApproximate average salary by contribution assumption: employee only about $1,189,465 at 4% or $792,977 at 6%; with 50% employer match about $792,977 at 4% or $528,651 at 6%; with 100% employer match about $594,733 at 4% or $396,488 at 6%.
2024113$6,880,093$671,296$51,638iApproximate average salary by contribution assumption: employee only about $1,290,954 at 4% or $860,636 at 6%; with 50% employer match about $860,636 at 4% or $573,757 at 6%; with 100% employer match about $645,477 at 4% or $430,318 at 6%.
Stephens, Mccarthy, Lancaster LLC 401(K) Profit Sharing Plan-13$6,880,093$671,296$51,638iApproximate average salary by contribution assumption: employee only about $1,290,954 at 4% or $860,636 at 6%; with 50% employer match about $860,636 at 4% or $573,757 at 6%; with 100% employer match about $645,477 at 4% or $430,318 at 6%.
202319$5,251,895$326,196$36,244iApproximate average salary by contribution assumption: employee only about $906,100 at 4% or $604,067 at 6%; with 50% employer match about $604,067 at 4% or $402,711 at 6%; with 100% employer match about $453,050 at 4% or $302,033 at 6%.
Stephens, Mccarthy, Lancaster LLC 401(K) Profit Sharing Plan-9$5,251,895$326,196$36,244iApproximate average salary by contribution assumption: employee only about $906,100 at 4% or $604,067 at 6%; with 50% employer match about $604,067 at 4% or $402,711 at 6%; with 100% employer match about $453,050 at 4% or $302,033 at 6%.
202219$4,036,785$273,704$30,412iApproximate average salary by contribution assumption: employee only about $760,289 at 4% or $506,859 at 6%; with 50% employer match about $506,859 at 4% or $337,906 at 6%; with 100% employer match about $380,144 at 4% or $253,430 at 6%.
Stephens, Mccarthy, Lancaster LLC 401(K) Profit Sharing Plan-9$4,036,785$273,704$30,412iApproximate average salary by contribution assumption: employee only about $760,289 at 4% or $506,859 at 6%; with 50% employer match about $506,859 at 4% or $337,906 at 6%; with 100% employer match about $380,144 at 4% or $253,430 at 6%.
202118$4,510,237$313,709$39,214iApproximate average salary by contribution assumption: employee only about $980,341 at 4% or $653,560 at 6%; with 50% employer match about $653,560 at 4% or $435,707 at 6%; with 100% employer match about $490,170 at 4% or $326,780 at 6%.
Stephens, Mccarthy, Lancaster LLC 401(K) Profit Sharing Plan-8$4,510,237$313,709$39,214iApproximate average salary by contribution assumption: employee only about $980,341 at 4% or $653,560 at 6%; with 50% employer match about $653,560 at 4% or $435,707 at 6%; with 100% employer match about $490,170 at 4% or $326,780 at 6%.
202019$5,141,247$357,653$39,739iApproximate average salary by contribution assumption: employee only about $993,481 at 4% or $662,320 at 6%; with 50% employer match about $662,320 at 4% or $441,547 at 6%; with 100% employer match about $496,740 at 4% or $331,160 at 6%.
Stephens, Mccarthy, Lancaster LLC 401(K) Profit Sharing Plan-9$5,141,247$357,653$39,739iApproximate average salary by contribution assumption: employee only about $993,481 at 4% or $662,320 at 6%; with 50% employer match about $662,320 at 4% or $441,547 at 6%; with 100% employer match about $496,740 at 4% or $331,160 at 6%.
2019110$4,730,822$293,168$29,317iApproximate average salary by contribution assumption: employee only about $732,920 at 4% or $488,613 at 6%; with 50% employer match about $488,613 at 4% or $325,742 at 6%; with 100% employer match about $366,460 at 4% or $244,307 at 6%.
Stephens, Mccarthy, Lancaster LLC 401(K) Profit Sharing Plan-10$4,730,822$293,168$29,317iApproximate average salary by contribution assumption: employee only about $732,920 at 4% or $488,613 at 6%; with 50% employer match about $488,613 at 4% or $325,742 at 6%; with 100% employer match about $366,460 at 4% or $244,307 at 6%.
2018110$3,532,151$253,109$25,311iApproximate average salary by contribution assumption: employee only about $632,773 at 4% or $421,848 at 6%; with 50% employer match about $421,848 at 4% or $281,232 at 6%; with 100% employer match about $316,386 at 4% or $210,924 at 6%.
Stephens, Mccarthy, Lancaster LLC 401(K) Profit Sharing Plan-10$3,532,151$253,109$25,311iApproximate average salary by contribution assumption: employee only about $632,773 at 4% or $421,848 at 6%; with 50% employer match about $421,848 at 4% or $281,232 at 6%; with 100% employer match about $316,386 at 4% or $210,924 at 6%.
2017111$3,483,639$268,767$24,433iApproximate average salary by contribution assumption: employee only about $610,834 at 4% or $407,223 at 6%; with 50% employer match about $407,223 at 4% or $271,482 at 6%; with 100% employer match about $305,417 at 4% or $203,611 at 6%.
Stephens, Mccarthy, Lancaster LLC 401(K) Profit Sharing Plan-11$3,483,639$268,767$24,433iApproximate average salary by contribution assumption: employee only about $610,834 at 4% or $407,223 at 6%; with 50% employer match about $407,223 at 4% or $271,482 at 6%; with 100% employer match about $305,417 at 4% or $203,611 at 6%.
2016110$3,092,392$133,083$13,308iApproximate average salary by contribution assumption: employee only about $332,708 at 4% or $221,805 at 6%; with 50% employer match about $221,805 at 4% or $147,870 at 6%; with 100% employer match about $166,354 at 4% or $110,903 at 6%.
Stephens, Mccarthy, Lancaster LLC 401(K) Profit Sharing Plan-10$3,092,392$133,083$13,308iApproximate average salary by contribution assumption: employee only about $332,708 at 4% or $221,805 at 6%; with 50% employer match about $221,805 at 4% or $147,870 at 6%; with 100% employer match about $166,354 at 4% or $110,903 at 6%.
2015110$2,699,055$251,667$25,167iApproximate average salary by contribution assumption: employee only about $629,168 at 4% or $419,445 at 6%; with 50% employer match about $419,445 at 4% or $279,630 at 6%; with 100% employer match about $314,584 at 4% or $209,723 at 6%.
Stephens, Mccarthy, Lancaster LLC 401(K) Profit Sharing Plan-10$2,699,055$251,667$25,167iApproximate average salary by contribution assumption: employee only about $629,168 at 4% or $419,445 at 6%; with 50% employer match about $419,445 at 4% or $279,630 at 6%; with 100% employer match about $314,584 at 4% or $209,723 at 6%.
201418$2,475,310$234,421$29,303iApproximate average salary by contribution assumption: employee only about $732,566 at 4% or $488,377 at 6%; with 50% employer match about $488,377 at 4% or $325,585 at 6%; with 100% employer match about $366,283 at 4% or $244,189 at 6%.
Stephens, Mccarthy, Lancaster LLC 401(K) Profit Sharing Plan-8$2,475,310$234,421$29,303iApproximate average salary by contribution assumption: employee only about $732,566 at 4% or $488,377 at 6%; with 50% employer match about $488,377 at 4% or $325,585 at 6%; with 100% employer match about $366,283 at 4% or $244,189 at 6%.
201318$2,090,105$222,617$27,827iApproximate average salary by contribution assumption: employee only about $695,678 at 4% or $463,785 at 6%; with 50% employer match about $463,785 at 4% or $309,190 at 6%; with 100% employer match about $347,839 at 4% or $231,893 at 6%.
Stephens, Mccarthy, Lancaster LLC 401(K) Profit Sharing Plan-8$2,090,105$222,617$27,827iApproximate average salary by contribution assumption: employee only about $695,678 at 4% or $463,785 at 6%; with 50% employer match about $463,785 at 4% or $309,190 at 6%; with 100% employer match about $347,839 at 4% or $231,893 at 6%.
201219$1,534,645$233,298$25,922iApproximate average salary by contribution assumption: employee only about $648,050 at 4% or $432,033 at 6%; with 50% employer match about $432,033 at 4% or $288,022 at 6%; with 100% employer match about $324,025 at 4% or $216,017 at 6%.
Stephens, Mccarthy, Lancaster LLC 401(K) Profit Sharing Plan-9$1,534,645$233,298$25,922iApproximate average salary by contribution assumption: employee only about $648,050 at 4% or $432,033 at 6%; with 50% employer match about $432,033 at 4% or $288,022 at 6%; with 100% employer match about $324,025 at 4% or $216,017 at 6%.
201117$1,145,523$206,463$29,495iApproximate average salary by contribution assumption: employee only about $737,368 at 4% or $491,579 at 6%; with 50% employer match about $491,579 at 4% or $327,719 at 6%; with 100% employer match about $368,684 at 4% or $245,789 at 6%.
Stephens, Mccarthy, Lancaster LLC 401(K) Profit Sharing Plan-7$1,145,523$206,463$29,495iApproximate average salary by contribution assumption: employee only about $737,368 at 4% or $491,579 at 6%; with 50% employer match about $491,579 at 4% or $327,719 at 6%; with 100% employer match about $368,684 at 4% or $245,789 at 6%.
201018$980,462$199,205$24,901iApproximate average salary by contribution assumption: employee only about $622,516 at 4% or $415,010 at 6%; with 50% employer match about $415,010 at 4% or $276,674 at 6%; with 100% employer match about $311,258 at 4% or $207,505 at 6%.
Stephens, Mccarthy, Lancaster LLC 401(K) Profit Sharing Plan-8$980,462$199,205$24,901iApproximate average salary by contribution assumption: employee only about $622,516 at 4% or $415,010 at 6%; with 50% employer match about $415,010 at 4% or $276,674 at 6%; with 100% employer match about $311,258 at 4% or $207,505 at 6%.
200918$673,308$197,090$24,636iApproximate average salary by contribution assumption: employee only about $615,906 at 4% or $410,604 at 6%; with 50% employer match about $410,604 at 4% or $273,736 at 6%; with 100% employer match about $307,953 at 4% or $205,302 at 6%.
Stephens, Mccarthy, Lancaster LLC 401(K) Profit Sharing Plan-8$673,308$197,090$24,636iApproximate average salary by contribution assumption: employee only about $615,906 at 4% or $410,604 at 6%; with 50% employer match about $410,604 at 4% or $273,736 at 6%; with 100% employer match about $307,953 at 4% or $205,302 at 6%.
200817$346,375$162,968$23,281iApproximate average salary by contribution assumption: employee only about $582,029 at 4% or $388,019 at 6%; with 50% employer match about $388,019 at 4% or $258,679 at 6%; with 100% employer match about $291,014 at 4% or $194,010 at 6%.
Stephens, Mccarthy, Lancaster LLC 401(K) Profit Sharing Plan-7$346,375$162,968$23,281iApproximate average salary by contribution assumption: employee only about $582,029 at 4% or $388,019 at 6%; with 50% employer match about $388,019 at 4% or $258,679 at 6%; with 100% employer match about $291,014 at 4% or $194,010 at 6%.
200715$309,064$164,157$32,831iApproximate average salary by contribution assumption: employee only about $820,785 at 4% or $547,190 at 6%; with 50% employer match about $547,190 at 4% or $364,793 at 6%; with 100% employer match about $410,393 at 4% or $273,595 at 6%.
Stephens, Mccarthy, Lancaster LLC 401(K) Profit Sharing Plan-5$309,064$164,157$32,831iApproximate average salary by contribution assumption: employee only about $820,785 at 4% or $547,190 at 6%; with 50% employer match about $547,190 at 4% or $364,793 at 6%; with 100% employer match about $410,393 at 4% or $273,595 at 6%.
200616$136,615$136,615$22,769iApproximate average salary by contribution assumption: employee only about $569,229 at 4% or $379,486 at 6%; with 50% employer match about $379,486 at 4% or $252,991 at 6%; with 100% employer match about $284,615 at 4% or $189,743 at 6%.
Stephens, Mccarthy, Lancaster LLC 401(K) Profit Sharing Plan-6$136,615$136,615$22,769iApproximate average salary by contribution assumption: employee only about $569,229 at 4% or $379,486 at 6%; with 50% employer match about $379,486 at 4% or $252,991 at 6%; with 100% employer match about $284,615 at 4% or $189,743 at 6%.