Civic Intelligence

Stevens, Ferrone, & Bailey

Plan context: Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust

EIN 68-0449651 • Concord, CA • 26 filings • 5 plans

1600 Willow Pass CourtConcord, CA 94520
Current Snapshot

Latest Year

2025

2025 Participants

17

2025 Assets

$6,657,316

2025 Contributions

$217,537

Historical Graphs

Total Assets Over Time

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

$6,657,316$3,328,658$0200120142025YearValue
$6,657,316Latest year 2025

Participants Over Time

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

25130200020132025YearValue
17Latest 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
2025117$6,657,316$217,537$12,796iApproximate average salary by contribution assumption: employee only about $319,907 at 4% or $213,272 at 6%; with 50% employer match about $213,272 at 4% or $142,181 at 6%; with 100% employer match about $159,954 at 4% or $106,636 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-17$6,657,316$217,537$12,796iApproximate average salary by contribution assumption: employee only about $319,907 at 4% or $213,272 at 6%; with 50% employer match about $213,272 at 4% or $142,181 at 6%; with 100% employer match about $159,954 at 4% or $106,636 at 6%.
2024119$5,700,441$395,157$20,798iApproximate average salary by contribution assumption: employee only about $519,943 at 4% or $346,629 at 6%; with 50% employer match about $346,629 at 4% or $231,086 at 6%; with 100% employer match about $259,972 at 4% or $173,314 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-19$5,700,441$395,157$20,798iApproximate average salary by contribution assumption: employee only about $519,943 at 4% or $346,629 at 6%; with 50% employer match about $346,629 at 4% or $231,086 at 6%; with 100% employer match about $259,972 at 4% or $173,314 at 6%.
2023120$4,716,950$180,060$9,003iApproximate average salary by contribution assumption: employee only about $225,075 at 4% or $150,050 at 6%; with 50% employer match about $150,050 at 4% or $100,033 at 6%; with 100% employer match about $112,538 at 4% or $75,025 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-20$4,716,950$180,060$9,003iApproximate average salary by contribution assumption: employee only about $225,075 at 4% or $150,050 at 6%; with 50% employer match about $150,050 at 4% or $100,033 at 6%; with 100% employer match about $112,538 at 4% or $75,025 at 6%.
2022121$3,828,242$188,581$8,980iApproximate average salary by contribution assumption: employee only about $224,501 at 4% or $149,667 at 6%; with 50% employer match about $149,667 at 4% or $99,778 at 6%; with 100% employer match about $112,251 at 4% or $74,834 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-21$3,828,242$188,581$8,980iApproximate average salary by contribution assumption: employee only about $224,501 at 4% or $149,667 at 6%; with 50% employer match about $149,667 at 4% or $99,778 at 6%; with 100% employer match about $112,251 at 4% or $74,834 at 6%.
2021120$4,588,755$182,433$9,122iApproximate average salary by contribution assumption: employee only about $228,041 at 4% or $152,028 at 6%; with 50% employer match about $152,028 at 4% or $101,352 at 6%; with 100% employer match about $114,021 at 4% or $76,014 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-20$4,588,755$182,433$9,122iApproximate average salary by contribution assumption: employee only about $228,041 at 4% or $152,028 at 6%; with 50% employer match about $152,028 at 4% or $101,352 at 6%; with 100% employer match about $114,021 at 4% or $76,014 at 6%.
2020118$3,710,087$173,378$9,632iApproximate average salary by contribution assumption: employee only about $240,803 at 4% or $160,535 at 6%; with 50% employer match about $160,535 at 4% or $107,023 at 6%; with 100% employer match about $120,401 at 4% or $80,268 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-18$3,710,087$173,378$9,632iApproximate average salary by contribution assumption: employee only about $240,803 at 4% or $160,535 at 6%; with 50% employer match about $160,535 at 4% or $107,023 at 6%; with 100% employer match about $120,401 at 4% or $80,268 at 6%.
2019116$3,048,005$181,186$11,324iApproximate average salary by contribution assumption: employee only about $283,103 at 4% or $188,735 at 6%; with 50% employer match about $188,735 at 4% or $125,824 at 6%; with 100% employer match about $141,552 at 4% or $94,368 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-16$3,048,005$181,186$11,324iApproximate average salary by contribution assumption: employee only about $283,103 at 4% or $188,735 at 6%; with 50% employer match about $188,735 at 4% or $125,824 at 6%; with 100% employer match about $141,552 at 4% or $94,368 at 6%.
2018125$2,526,116$190,620$7,625iApproximate average salary by contribution assumption: employee only about $190,620 at 4% or $127,080 at 6%; with 50% employer match about $127,080 at 4% or $84,720 at 6%; with 100% employer match about $95,310 at 4% or $63,540 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-25$2,526,116$190,620$7,625iApproximate average salary by contribution assumption: employee only about $190,620 at 4% or $127,080 at 6%; with 50% employer match about $127,080 at 4% or $84,720 at 6%; with 100% employer match about $95,310 at 4% or $63,540 at 6%.
2017122$2,524,651$159,963$7,271iApproximate average salary by contribution assumption: employee only about $181,776 at 4% or $121,184 at 6%; with 50% employer match about $121,184 at 4% or $80,789 at 6%; with 100% employer match about $90,888 at 4% or $60,592 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-22$2,524,651$159,963$7,271iApproximate average salary by contribution assumption: employee only about $181,776 at 4% or $121,184 at 6%; with 50% employer match about $121,184 at 4% or $80,789 at 6%; with 100% employer match about $90,888 at 4% or $60,592 at 6%.
2016120$2,115,253$182,942$9,147iApproximate average salary by contribution assumption: employee only about $228,678 at 4% or $152,452 at 6%; with 50% employer match about $152,452 at 4% or $101,634 at 6%; with 100% employer match about $114,339 at 4% or $76,226 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-20$2,115,253$182,942$9,147iApproximate average salary by contribution assumption: employee only about $228,678 at 4% or $152,452 at 6%; with 50% employer match about $152,452 at 4% or $101,634 at 6%; with 100% employer match about $114,339 at 4% or $76,226 at 6%.
2015121$1,779,926$154,634$7,364iApproximate average salary by contribution assumption: employee only about $184,088 at 4% or $122,725 at 6%; with 50% employer match about $122,725 at 4% or $81,817 at 6%; with 100% employer match about $92,044 at 4% or $61,363 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-21$1,779,926$154,634$7,364iApproximate average salary by contribution assumption: employee only about $184,088 at 4% or $122,725 at 6%; with 50% employer match about $122,725 at 4% or $81,817 at 6%; with 100% employer match about $92,044 at 4% or $61,363 at 6%.
2014120$1,716,752$128,408$6,420iApproximate average salary by contribution assumption: employee only about $160,510 at 4% or $107,007 at 6%; with 50% employer match about $107,007 at 4% or $71,338 at 6%; with 100% employer match about $80,255 at 4% or $53,503 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-20$1,716,752$128,408$6,420iApproximate average salary by contribution assumption: employee only about $160,510 at 4% or $107,007 at 6%; with 50% employer match about $107,007 at 4% or $71,338 at 6%; with 100% employer match about $80,255 at 4% or $53,503 at 6%.
2013118$1,524,076$101,796$5,655iApproximate average salary by contribution assumption: employee only about $141,383 at 4% or $94,256 at 6%; with 50% employer match about $94,256 at 4% or $62,837 at 6%; with 100% employer match about $70,692 at 4% or $47,128 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-18$1,524,076$101,796$5,655iApproximate average salary by contribution assumption: employee only about $141,383 at 4% or $94,256 at 6%; with 50% employer match about $94,256 at 4% or $62,837 at 6%; with 100% employer match about $70,692 at 4% or $47,128 at 6%.
2012119$1,681,224$83,753$4,408iApproximate average salary by contribution assumption: employee only about $110,201 at 4% or $73,468 at 6%; with 50% employer match about $73,468 at 4% or $48,978 at 6%; with 100% employer match about $55,101 at 4% or $36,734 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-19$1,681,224$83,753$4,408iApproximate average salary by contribution assumption: employee only about $110,201 at 4% or $73,468 at 6%; with 50% employer match about $73,468 at 4% or $48,978 at 6%; with 100% employer match about $55,101 at 4% or $36,734 at 6%.
2011119$1,405,413$80,973$4,262iApproximate average salary by contribution assumption: employee only about $106,543 at 4% or $71,029 at 6%; with 50% employer match about $71,029 at 4% or $47,353 at 6%; with 100% employer match about $53,272 at 4% or $35,514 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-19$1,405,413$80,973$4,262iApproximate average salary by contribution assumption: employee only about $106,543 at 4% or $71,029 at 6%; with 50% employer match about $71,029 at 4% or $47,353 at 6%; with 100% employer match about $53,272 at 4% or $35,514 at 6%.
2010219$2,207,175$205,166$10,798iApproximate average salary by contribution assumption: employee only about $269,955 at 4% or $179,970 at 6%; with 50% employer match about $179,970 at 4% or $119,980 at 6%; with 100% employer match about $134,978 at 4% or $89,985 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-19$1,452,617$83,980$4,420iApproximate average salary by contribution assumption: employee only about $110,500 at 4% or $73,667 at 6%; with 50% employer match about $73,667 at 4% or $49,111 at 6%; with 100% employer match about $55,250 at 4% or $36,833 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-12$754,558$121,186$10,099iApproximate average salary by contribution assumption: employee only about $252,471 at 4% or $168,314 at 6%; with 50% employer match about $168,314 at 4% or $112,209 at 6%; with 100% employer match about $126,235 at 4% or $84,157 at 6%.
2009111$1,197,519$96,461$8,769iApproximate average salary by contribution assumption: employee only about $219,230 at 4% or $146,153 at 6%; with 50% employer match about $146,153 at 4% or $97,435 at 6%; with 100% employer match about $109,615 at 4% or $73,077 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-11$1,197,519$96,461$8,769iApproximate average salary by contribution assumption: employee only about $219,230 at 4% or $146,153 at 6%; with 50% employer match about $146,153 at 4% or $97,435 at 6%; with 100% employer match about $109,615 at 4% or $73,077 at 6%.
2007119$1,267,688$226,513$11,922iApproximate average salary by contribution assumption: employee only about $298,043 at 4% or $198,696 at 6%; with 50% employer match about $198,696 at 4% or $132,464 at 6%; with 100% employer match about $149,022 at 4% or $99,348 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-19$1,267,688$226,513$11,922iApproximate average salary by contribution assumption: employee only about $298,043 at 4% or $198,696 at 6%; with 50% employer match about $198,696 at 4% or $132,464 at 6%; with 100% employer match about $149,022 at 4% or $99,348 at 6%.
2006118$999,880$205,297$11,405iApproximate average salary by contribution assumption: employee only about $285,135 at 4% or $190,090 at 6%; with 50% employer match about $190,090 at 4% or $126,727 at 6%; with 100% employer match about $142,567 at 4% or $95,045 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-18$999,880$205,297$11,405iApproximate average salary by contribution assumption: employee only about $285,135 at 4% or $190,090 at 6%; with 50% employer match about $190,090 at 4% or $126,727 at 6%; with 100% employer match about $142,567 at 4% or $95,045 at 6%.
2005114$0$13,398$957iApproximate average salary by contribution assumption: employee only about $23,925 at 4% or $15,950 at 6%; with 50% employer match about $15,950 at 4% or $10,633 at 6%; with 100% employer match about $11,963 at 4% or $7,975 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-14-$13,398$957iApproximate average salary by contribution assumption: employee only about $23,925 at 4% or $15,950 at 6%; with 50% employer match about $15,950 at 4% or $10,633 at 6%; with 100% employer match about $11,963 at 4% or $7,975 at 6%.
2004113$497,062$137,762$10,597iApproximate average salary by contribution assumption: employee only about $264,927 at 4% or $176,618 at 6%; with 50% employer match about $176,618 at 4% or $117,745 at 6%; with 100% employer match about $132,463 at 4% or $88,309 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-13$497,062$137,762$10,597iApproximate average salary by contribution assumption: employee only about $264,927 at 4% or $176,618 at 6%; with 50% employer match about $176,618 at 4% or $117,745 at 6%; with 100% employer match about $132,463 at 4% or $88,309 at 6%.
200319$315,103$110,265$12,252iApproximate average salary by contribution assumption: employee only about $306,292 at 4% or $204,194 at 6%; with 50% employer match about $204,194 at 4% or $136,130 at 6%; with 100% employer match about $153,146 at 4% or $102,097 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-9$315,103$110,265$12,252iApproximate average salary by contribution assumption: employee only about $306,292 at 4% or $204,194 at 6%; with 50% employer match about $204,194 at 4% or $136,130 at 6%; with 100% employer match about $153,146 at 4% or $102,097 at 6%.
200216$130,485$125,853$20,976iApproximate average salary by contribution assumption: employee only about $524,388 at 4% or $349,592 at 6%; with 50% employer match about $349,592 at 4% or $233,061 at 6%; with 100% employer match about $262,194 at 4% or $174,796 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-6$130,485$125,853$20,976iApproximate average salary by contribution assumption: employee only about $524,388 at 4% or $349,592 at 6%; with 50% employer match about $349,592 at 4% or $233,061 at 6%; with 100% employer match about $262,194 at 4% or $174,796 at 6%.
200114$33,117$34,157$8,539iApproximate average salary by contribution assumption: employee only about $213,481 at 4% or $142,321 at 6%; with 50% employer match about $142,321 at 4% or $94,881 at 6%; with 100% employer match about $106,741 at 4% or $71,160 at 6%.
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-4$33,117$34,157$8,539iApproximate average salary by contribution assumption: employee only about $213,481 at 4% or $142,321 at 6%; with 50% employer match about $142,321 at 4% or $94,881 at 6%; with 100% employer match about $106,741 at 4% or $71,160 at 6%.
200014$0$0-
Stevens, Ferrone, & Bailey 401K Profit Sharing Plan and Trust-4---