Civic Intelligence

Stephens Inc

Plan context: Stephens Employees' 401(K) Profit Sharing Plan and Trust

EIN 71-0641478 • Little Rock, AR • 32 filings • 6 plans

111 Center StreetLittle Rock, AR 72201
Current Snapshot

Latest Year

2021

2021 Participants

1,273

2021 Assets

$373,970,829

2021 Contributions

$19,737,395

Historical Graphs

Total Assets Over Time

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

$373,970,829$186,985,415$0200620142021YearValue
$373,970,829Latest year 2021

Participants Over Time

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

1,5297650200620142021YearValue
1,273Latest year 2021

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
202121,273$373,970,829$19,737,395$15,505iApproximate average salary by contribution assumption: employee only about $387,616 at 4% or $258,411 at 6%; with 50% employer match about $258,411 at 4% or $172,274 at 6%; with 100% employer match about $193,808 at 4% or $129,205 at 6%.
Stephens Employees' 401(K) Profit Sharing Plan and Trust-1,273$373,970,829$19,737,395$15,505iApproximate average salary by contribution assumption: employee only about $387,616 at 4% or $258,411 at 6%; with 50% employer match about $258,411 at 4% or $172,274 at 6%; with 100% employer match about $193,808 at 4% or $129,205 at 6%.
Stephens Inc Flexible Benefits Plan Fka Group Hospitalization & Life Insurance for the Employees of Stephens Inc.-1,176---
202021,344$326,119,875$19,525,874$14,528iApproximate average salary by contribution assumption: employee only about $363,205 at 4% or $242,136 at 6%; with 50% employer match about $242,136 at 4% or $161,424 at 6%; with 100% employer match about $181,602 at 4% or $121,068 at 6%.
Stephens Employees' 401(K) Profit Sharing Plan and Trust-1,344$326,119,875$19,525,874$14,528iApproximate average salary by contribution assumption: employee only about $363,205 at 4% or $242,136 at 6%; with 50% employer match about $242,136 at 4% or $161,424 at 6%; with 100% employer match about $181,602 at 4% or $121,068 at 6%.
Stephens Inc Flexible Benefits Plan Fka Group Hospitalization & Life Insurance for the Employees of Stephens Inc.-1,214---
201921,522$286,408,582$16,854,250$11,074iApproximate average salary by contribution assumption: employee only about $276,844 at 4% or $184,563 at 6%; with 50% employer match about $184,563 at 4% or $123,042 at 6%; with 100% employer match about $138,422 at 4% or $92,281 at 6%.
Stephens Employees' 401(K) Profit Sharing Plan and Trust-1,522$286,408,582$16,854,250$11,074iApproximate average salary by contribution assumption: employee only about $276,844 at 4% or $184,563 at 6%; with 50% employer match about $184,563 at 4% or $123,042 at 6%; with 100% employer match about $138,422 at 4% or $92,281 at 6%.
Stephens Inc Flexible Benefits Plan Fka Group Hospitalization & Life Insurance for the Employees of Stephens Inc.-1,249---
201821,529$243,695,725$17,470,878$11,426iApproximate average salary by contribution assumption: employee only about $285,659 at 4% or $190,439 at 6%; with 50% employer match about $190,439 at 4% or $126,959 at 6%; with 100% employer match about $142,829 at 4% or $95,220 at 6%.
Stephens Employees' 401(K) Profit Sharing Plan and Trust-1,529$243,695,725$17,470,878$11,426iApproximate average salary by contribution assumption: employee only about $285,659 at 4% or $190,439 at 6%; with 50% employer match about $190,439 at 4% or $126,959 at 6%; with 100% employer match about $142,829 at 4% or $95,220 at 6%.
Stephens Inc Flexible Benefits Plan Fka Group Hospitalization & Life Insurance for the Employees of Stephens Inc.-1,255---
201721,509$255,251,723$20,279,650$13,439iApproximate average salary by contribution assumption: employee only about $335,978 at 4% or $223,986 at 6%; with 50% employer match about $223,986 at 4% or $149,324 at 6%; with 100% employer match about $167,989 at 4% or $111,993 at 6%.
Stephens Employees' 401(K) Profit Sharing Plan and Trust-1,509$255,251,723$20,279,650$13,439iApproximate average salary by contribution assumption: employee only about $335,978 at 4% or $223,986 at 6%; with 50% employer match about $223,986 at 4% or $149,324 at 6%; with 100% employer match about $167,989 at 4% or $111,993 at 6%.
Stephens Inc Flexible Benefits Plan Fka Group Hospitalization & Life Insurance for the Employees of Stephens Inc.-1,240---
201621,224$213,875,260$16,237,868$13,266iApproximate average salary by contribution assumption: employee only about $331,656 at 4% or $221,104 at 6%; with 50% employer match about $221,104 at 4% or $147,403 at 6%; with 100% employer match about $165,828 at 4% or $110,552 at 6%.
Stephens Employees' 401(K) Profit Sharing Plan and Trust-1,190$213,875,260$16,237,868$13,645iApproximate average salary by contribution assumption: employee only about $341,132 at 4% or $227,421 at 6%; with 50% employer match about $227,421 at 4% or $151,614 at 6%; with 100% employer match about $170,566 at 4% or $113,711 at 6%.
Stephens Inc Flexible Benefits Plan Fka Group Hospitalization & Life Insurance for the Employees of Stephens Inc.-1,224---
201521,212$195,660,920$16,636,673$13,727iApproximate average salary by contribution assumption: employee only about $343,166 at 4% or $228,777 at 6%; with 50% employer match about $228,777 at 4% or $152,518 at 6%; with 100% employer match about $171,583 at 4% or $114,389 at 6%.
Stephens Employees' 401(K) Profit Sharing Plan and Trust-1,181$195,660,920$16,636,673$14,087iApproximate average salary by contribution assumption: employee only about $352,173 at 4% or $234,782 at 6%; with 50% employer match about $234,782 at 4% or $156,522 at 6%; with 100% employer match about $176,087 at 4% or $117,391 at 6%.
Stephens Inc Flexible Benefits Plan Fka Group Hospitalization & Life Insurance for the Employees of Stephens Inc.-1,212---
201421,485$194,400,121$14,040,142$9,455iApproximate average salary by contribution assumption: employee only about $236,366 at 4% or $157,577 at 6%; with 50% employer match about $157,577 at 4% or $105,052 at 6%; with 100% employer match about $118,183 at 4% or $78,789 at 6%.
Stephens Employees' 401(K) Profit Sharing Plan and Trust-1,485$194,400,121$14,040,142$9,455iApproximate average salary by contribution assumption: employee only about $236,366 at 4% or $157,577 at 6%; with 50% employer match about $157,577 at 4% or $105,052 at 6%; with 100% employer match about $118,183 at 4% or $78,789 at 6%.
Stephens Inc Flexible Benefits Plan Fka Group Hospitalization & Life Insurance for the Employees of Stephens Inc.-1,190---
201321,283$178,673,102$14,041,614$10,944iApproximate average salary by contribution assumption: employee only about $273,609 at 4% or $182,406 at 6%; with 50% employer match about $182,406 at 4% or $121,604 at 6%; with 100% employer match about $136,805 at 4% or $91,203 at 6%.
Stephens Employees' 401(K) Profit Sharing Plan and Trust-1,283$178,673,102$14,041,614$10,944iApproximate average salary by contribution assumption: employee only about $273,609 at 4% or $182,406 at 6%; with 50% employer match about $182,406 at 4% or $121,604 at 6%; with 100% employer match about $136,805 at 4% or $91,203 at 6%.
Stephens Inc Flexible Benefits Plan Fka Group Hospitalization & Life Insurance for the Employees of Stephens Inc.-1,150---
201221,440$136,146,375$12,101,227$8,404iApproximate average salary by contribution assumption: employee only about $210,091 at 4% or $140,060 at 6%; with 50% employer match about $140,060 at 4% or $93,374 at 6%; with 100% employer match about $105,045 at 4% or $70,030 at 6%.
Stephens Employees' 401(K) Profit Sharing Plan and Trust-1,440$136,146,375$12,101,227$8,404iApproximate average salary by contribution assumption: employee only about $210,091 at 4% or $140,060 at 6%; with 50% employer match about $140,060 at 4% or $93,374 at 6%; with 100% employer match about $105,045 at 4% or $70,030 at 6%.
Stephens Inc Flexible Benefits Plan Fka Group Hospitalization & Life Insurance for the Employees of Stephens Inc.-1,147---
201121,241$113,384,478$10,403,711$8,383iApproximate average salary by contribution assumption: employee only about $209,583 at 4% or $139,722 at 6%; with 50% employer match about $139,722 at 4% or $93,148 at 6%; with 100% employer match about $104,792 at 4% or $69,861 at 6%.
Stephens Employees' 401(K) Profit Sharing Plan and Trust-1,241$113,384,478$10,403,711$8,383iApproximate average salary by contribution assumption: employee only about $209,583 at 4% or $139,722 at 6%; with 50% employer match about $139,722 at 4% or $93,148 at 6%; with 100% employer match about $104,792 at 4% or $69,861 at 6%.
Stephens Inc Flexible Benefits Plan Fka Group Hospitalization & Life Insurance for the Employees of Stephens Inc.-1,040---
201021,193$116,472,094$8,899,597$7,460iApproximate average salary by contribution assumption: employee only about $186,496 at 4% or $124,331 at 6%; with 50% employer match about $124,331 at 4% or $82,887 at 6%; with 100% employer match about $93,248 at 4% or $62,165 at 6%.
Stephens Employees' 401(K) Profit Sharing Plan and Trust-1,193$116,472,094$8,899,597$7,460iApproximate average salary by contribution assumption: employee only about $186,496 at 4% or $124,331 at 6%; with 50% employer match about $124,331 at 4% or $82,887 at 6%; with 100% employer match about $93,248 at 4% or $62,165 at 6%.
Stephens Inc Flexible Benefits Plan Fka Group Hospitalization & Life Insurance for the Employees of Stephens Inc.-1,020---
200921,182$98,204,163$11,719,948$9,915iApproximate average salary by contribution assumption: employee only about $247,884 at 4% or $165,256 at 6%; with 50% employer match about $165,256 at 4% or $110,171 at 6%; with 100% employer match about $123,942 at 4% or $82,628 at 6%.
Stephens Employees' 401(K) Profit Sharing Plan and Trust-1,182$98,204,163$11,719,948$9,915iApproximate average salary by contribution assumption: employee only about $247,884 at 4% or $165,256 at 6%; with 50% employer match about $165,256 at 4% or $110,171 at 6%; with 100% employer match about $123,942 at 4% or $82,628 at 6%.
Stephens Inc Flexible Benefits Plan Fka Group Hospitalization & Life Insurance for the Employees of Stephens Inc.-992---
200821,131$71,665,755$8,978,347$7,938iApproximate average salary by contribution assumption: employee only about $198,460 at 4% or $132,307 at 6%; with 50% employer match about $132,307 at 4% or $88,205 at 6%; with 100% employer match about $99,230 at 4% or $66,153 at 6%.
Stephens Employees' 401(K) Profit Sharing Plan and Trust-1,131$71,665,755$8,978,347$7,938iApproximate average salary by contribution assumption: employee only about $198,460 at 4% or $132,307 at 6%; with 50% employer match about $132,307 at 4% or $88,205 at 6%; with 100% employer match about $99,230 at 4% or $66,153 at 6%.
Stephens Inc Flexible Benefits Plan Fka Group Hospitalization & Life Insurance for the Employees of Stephens Inc.-939---
200721,057$98,464,671$9,496,808$8,985iApproximate average salary by contribution assumption: employee only about $224,617 at 4% or $149,745 at 6%; with 50% employer match about $149,745 at 4% or $99,830 at 6%; with 100% employer match about $112,309 at 4% or $74,872 at 6%.
Stephens Employees' 401(K) Profit Sharing Plan and Trust-1,057$98,464,671$9,496,808$8,985iApproximate average salary by contribution assumption: employee only about $224,617 at 4% or $149,745 at 6%; with 50% employer match about $149,745 at 4% or $99,830 at 6%; with 100% employer match about $112,309 at 4% or $74,872 at 6%.
Stephens Inc Flexible Benefits Plan Fka Group Hospitalization & Life Insurance for the Employees of Stephens Inc.-906---
200621,167$98,090,950$9,954,684$8,530iApproximate average salary by contribution assumption: employee only about $213,254 at 4% or $142,169 at 6%; with 50% employer match about $142,169 at 4% or $94,779 at 6%; with 100% employer match about $106,627 at 4% or $71,085 at 6%.
Stephens Employees' 401(K) Profit Sharing Plan and Trust-1,167$98,090,950$9,954,684$8,530iApproximate average salary by contribution assumption: employee only about $213,254 at 4% or $142,169 at 6%; with 50% employer match about $142,169 at 4% or $94,779 at 6%; with 100% employer match about $106,627 at 4% or $71,085 at 6%.
Stephens Inc Flexible Benefits Plan Fka Group Hospitalization & Life Insurance for the Employees of Stephens Inc.-926---