Civic Intelligence

John E. Stephens, Inc.

Plan context: John E. Stephens Inc. Profit Sharing Plan

EIN 71-0463319 • 25 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,984,279

2024 Contributions

$95,000

Historical Graphs

Total Assets Over Time

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

$2,984,279$1,492,140$0200020122024YearValue
$2,984,279Latest year 2024

Participants Over Time

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

950200020122024YearValue
9Latest year 2024

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
202419$2,984,279$95,000$10,556iApproximate average salary by contribution assumption: employee only about $263,889 at 4% or $175,926 at 6%; with 50% employer match about $175,926 at 4% or $117,284 at 6%; with 100% employer match about $131,944 at 4% or $87,963 at 6%.
John E. Stephens Inc. Profit Sharing Plan-9$2,984,279$95,000$10,556iApproximate average salary by contribution assumption: employee only about $263,889 at 4% or $175,926 at 6%; with 50% employer match about $175,926 at 4% or $117,284 at 6%; with 100% employer match about $131,944 at 4% or $87,963 at 6%.
202317$2,655,626$95,000$13,571iApproximate average salary by contribution assumption: employee only about $339,286 at 4% or $226,190 at 6%; with 50% employer match about $226,190 at 4% or $150,794 at 6%; with 100% employer match about $169,643 at 4% or $113,095 at 6%.
John E. Stephens Inc. Profit Sharing Plan-7$2,655,626$95,000$13,571iApproximate average salary by contribution assumption: employee only about $339,286 at 4% or $226,190 at 6%; with 50% employer match about $226,190 at 4% or $150,794 at 6%; with 100% employer match about $169,643 at 4% or $113,095 at 6%.
202217$2,287,650$101,737$14,534iApproximate average salary by contribution assumption: employee only about $363,346 at 4% or $242,231 at 6%; with 50% employer match about $242,231 at 4% or $161,487 at 6%; with 100% employer match about $181,673 at 4% or $121,115 at 6%.
John E. Stephens Inc. Profit Sharing Plan-7$2,287,650$101,737$14,534iApproximate average salary by contribution assumption: employee only about $363,346 at 4% or $242,231 at 6%; with 50% employer match about $242,231 at 4% or $161,487 at 6%; with 100% employer match about $181,673 at 4% or $121,115 at 6%.
202116$2,700,474$95,000$15,833iApproximate average salary by contribution assumption: employee only about $395,833 at 4% or $263,889 at 6%; with 50% employer match about $263,889 at 4% or $175,926 at 6%; with 100% employer match about $197,917 at 4% or $131,944 at 6%.
John E. Stephens Inc. Profit Sharing Plan-6$2,700,474$95,000$15,833iApproximate average salary by contribution assumption: employee only about $395,833 at 4% or $263,889 at 6%; with 50% employer match about $263,889 at 4% or $175,926 at 6%; with 100% employer match about $197,917 at 4% or $131,944 at 6%.
202018$2,354,973$95,000$11,875iApproximate average salary by contribution assumption: employee only about $296,875 at 4% or $197,917 at 6%; with 50% employer match about $197,917 at 4% or $131,944 at 6%; with 100% employer match about $148,438 at 4% or $98,958 at 6%.
John E. Stephens Inc. Profit Sharing Plan-8$2,354,973$95,000$11,875iApproximate average salary by contribution assumption: employee only about $296,875 at 4% or $197,917 at 6%; with 50% employer match about $197,917 at 4% or $131,944 at 6%; with 100% employer match about $148,438 at 4% or $98,958 at 6%.
201915$1,956,885$80,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
John E. Stephens Inc. Profit Sharing Plan-5$1,956,885$80,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
201816$1,732,028$80,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
John E. Stephens Inc. Profit Sharing Plan-6$1,732,028$80,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
201715$1,848,765$80,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
John E. Stephens Inc. Profit Sharing Plan-5$1,848,765$80,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
201617$1,530,228$80,000$11,429iApproximate average salary by contribution assumption: employee only about $285,714 at 4% or $190,476 at 6%; with 50% employer match about $190,476 at 4% or $126,984 at 6%; with 100% employer match about $142,857 at 4% or $95,238 at 6%.
John E. Stephens Inc. Profit Sharing Plan-7$1,530,228$80,000$11,429iApproximate average salary by contribution assumption: employee only about $285,714 at 4% or $190,476 at 6%; with 50% employer match about $190,476 at 4% or $126,984 at 6%; with 100% employer match about $142,857 at 4% or $95,238 at 6%.
201517$1,369,475$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
John E. Stephens Inc. Profit Sharing Plan-7$1,369,475$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
201417$1,308,693$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
John E. Stephens Inc. Profit Sharing Plan-7$1,308,693$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
201316$1,230,551$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
John E. Stephens Inc. Profit Sharing Plan-6$1,230,551$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201216$983,143$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
John E. Stephens Inc. Profit Sharing Plan-6$983,143$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201116$841,823$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
John E. Stephens Inc. Profit Sharing Plan-6$841,823$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201016$819,219$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
John E. Stephens Inc. Profit Sharing Plan-6$819,219$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200916$639,271$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
John E. Stephens Inc. Profit Sharing Plan-6$639,271$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200816$505,735$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
John E. Stephens Inc. Profit Sharing Plan-6$505,735$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200716$651,585$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
John E. Stephens Inc. Profit Sharing Plan-6$651,585$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200616$559,062$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
John E. Stephens Inc. Profit Sharing Plan-6$559,062$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200516$466,418$31,946$5,324iApproximate average salary by contribution assumption: employee only about $133,108 at 4% or $88,739 at 6%; with 50% employer match about $88,739 at 4% or $59,159 at 6%; with 100% employer match about $66,554 at 4% or $44,369 at 6%.
John E. Stephens Inc. Profit Sharing Plan-6$466,418$31,946$5,324iApproximate average salary by contribution assumption: employee only about $133,108 at 4% or $88,739 at 6%; with 50% employer match about $88,739 at 4% or $59,159 at 6%; with 100% employer match about $66,554 at 4% or $44,369 at 6%.
200416$404,194$63,892$10,649iApproximate average salary by contribution assumption: employee only about $266,217 at 4% or $177,478 at 6%; with 50% employer match about $177,478 at 4% or $118,319 at 6%; with 100% employer match about $133,108 at 4% or $88,739 at 6%.
John E. Stephens Inc. Profit Sharing Plan-6$404,194$63,892$10,649iApproximate average salary by contribution assumption: employee only about $266,217 at 4% or $177,478 at 6%; with 50% employer match about $177,478 at 4% or $118,319 at 6%; with 100% employer match about $133,108 at 4% or $88,739 at 6%.
200316$311,781$58,621$9,770iApproximate average salary by contribution assumption: employee only about $244,254 at 4% or $162,836 at 6%; with 50% employer match about $162,836 at 4% or $108,557 at 6%; with 100% employer match about $122,127 at 4% or $81,418 at 6%.
John E. Stephens Inc. Profit Sharing Plan-6$311,781$58,621$9,770iApproximate average salary by contribution assumption: employee only about $244,254 at 4% or $162,836 at 6%; with 50% employer match about $162,836 at 4% or $108,557 at 6%; with 100% employer match about $122,127 at 4% or $81,418 at 6%.
200216$200,621$34,900$5,817iApproximate average salary by contribution assumption: employee only about $145,417 at 4% or $96,944 at 6%; with 50% employer match about $96,944 at 4% or $64,630 at 6%; with 100% employer match about $72,708 at 4% or $48,472 at 6%.
John E. Stephens Inc. Profit Sharing Plan-6$200,621$34,900$5,817iApproximate average salary by contribution assumption: employee only about $145,417 at 4% or $96,944 at 6%; with 50% employer match about $96,944 at 4% or $64,630 at 6%; with 100% employer match about $72,708 at 4% or $48,472 at 6%.
200115$232,862$36,404$7,281iApproximate average salary by contribution assumption: employee only about $182,020 at 4% or $121,347 at 6%; with 50% employer match about $121,347 at 4% or $80,898 at 6%; with 100% employer match about $91,010 at 4% or $60,673 at 6%.
John E. Stephens Inc. Profit Sharing Plan-5$232,862$36,404$7,281iApproximate average salary by contribution assumption: employee only about $182,020 at 4% or $121,347 at 6%; with 50% employer match about $121,347 at 4% or $80,898 at 6%; with 100% employer match about $91,010 at 4% or $60,673 at 6%.
200014$253,760$30,979$7,745iApproximate average salary by contribution assumption: employee only about $193,619 at 4% or $129,079 at 6%; with 50% employer match about $129,079 at 4% or $86,053 at 6%; with 100% employer match about $96,809 at 4% or $64,540 at 6%.
John E. Stephens Inc. Profit Sharing Plan-4$253,760$30,979$7,745iApproximate average salary by contribution assumption: employee only about $193,619 at 4% or $129,079 at 6%; with 50% employer match about $129,079 at 4% or $86,053 at 6%; with 100% employer match about $96,809 at 4% or $64,540 at 6%.