Civic Intelligence

Stewart Efi LLC

Plan context: Stewart Efi 401(K) Plan

EIN 71-0918038 • Thomaston, CT • 44 filings • 5 plans

45 Old Waterbury RoadThomaston, CT 06787
Current Snapshot

Latest Year

2024

2024 Participants

155

2024 Assets

$21,308,085

2024 Contributions

$1,294,069

Historical Graphs

Total Assets Over Time

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

$21,308,085$10,654,043$0200320142024YearValue
$21,308,085Latest year 2024

Participants Over Time

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

4222110200320142024YearValue
155Latest 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
20242155$21,308,085$1,294,069$8,349iApproximate average salary by contribution assumption: employee only about $208,721 at 4% or $139,147 at 6%; with 50% employer match about $139,147 at 4% or $92,765 at 6%; with 100% employer match about $104,360 at 4% or $69,574 at 6%.
Stewart Efi 401(K) Plan-154$21,308,085$1,294,069$8,403iApproximate average salary by contribution assumption: employee only about $210,076 at 4% or $140,051 at 6%; with 50% employer match about $140,051 at 4% or $93,367 at 6%; with 100% employer match about $105,038 at 4% or $70,025 at 6%.
Stewart Efi LLC Welfare Benefits Plans-155---
20232239$18,255,844$1,688,817$7,066iApproximate average salary by contribution assumption: employee only about $176,654 at 4% or $117,770 at 6%; with 50% employer match about $117,770 at 4% or $78,513 at 6%; with 100% employer match about $88,327 at 4% or $58,885 at 6%.
Stewart Efi 401(K) Plan-192$18,255,844$1,688,817$8,796iApproximate average salary by contribution assumption: employee only about $219,898 at 4% or $146,599 at 6%; with 50% employer match about $146,599 at 4% or $97,732 at 6%; with 100% employer match about $109,949 at 4% or $73,299 at 6%.
Stewart Efi LLC Welfare Benefits Plans-239---
20222233$16,120,382$1,248,713$5,359iApproximate average salary by contribution assumption: employee only about $133,982 at 4% or $89,321 at 6%; with 50% employer match about $89,321 at 4% or $59,548 at 6%; with 100% employer match about $66,991 at 4% or $44,661 at 6%.
Stewart Efi 401(K) Plan-179$16,120,382$1,248,713$6,976iApproximate average salary by contribution assumption: employee only about $174,401 at 4% or $116,268 at 6%; with 50% employer match about $116,268 at 4% or $77,512 at 6%; with 100% employer match about $87,201 at 4% or $58,134 at 6%.
Stewart Efi LLC Welfare Benefits Plans-233---
20212268$20,548,002$1,312,306$4,897iApproximate average salary by contribution assumption: employee only about $122,417 at 4% or $81,611 at 6%; with 50% employer match about $81,611 at 4% or $54,407 at 6%; with 100% employer match about $61,208 at 4% or $40,806 at 6%.
Stewart Efi 401(K) Plan-178$20,548,002$1,312,306$7,373iApproximate average salary by contribution assumption: employee only about $184,313 at 4% or $122,875 at 6%; with 50% employer match about $122,875 at 4% or $81,917 at 6%; with 100% employer match about $92,156 at 4% or $61,438 at 6%.
Stewart Efi LLC Welfare Benefits Plans-268---
20202247$18,309,975$1,394,065$5,644iApproximate average salary by contribution assumption: employee only about $141,100 at 4% or $94,066 at 6%; with 50% employer match about $94,066 at 4% or $62,711 at 6%; with 100% employer match about $70,550 at 4% or $47,033 at 6%.
Stewart Efi 401(K) Plan-190$18,309,975$1,394,065$7,337iApproximate average salary by contribution assumption: employee only about $183,430 at 4% or $122,286 at 6%; with 50% employer match about $122,286 at 4% or $81,524 at 6%; with 100% employer match about $91,715 at 4% or $61,143 at 6%.
Stewart Efi LLC Welfare Benefits Plans-247---
20192265$16,704,409$1,366,965$5,158iApproximate average salary by contribution assumption: employee only about $128,959 at 4% or $85,973 at 6%; with 50% employer match about $85,973 at 4% or $57,315 at 6%; with 100% employer match about $64,479 at 4% or $42,986 at 6%.
Stewart Efi 401(K) Plan-195$16,704,409$1,366,965$7,010iApproximate average salary by contribution assumption: employee only about $175,252 at 4% or $116,835 at 6%; with 50% employer match about $116,835 at 4% or $77,890 at 6%; with 100% employer match about $87,626 at 4% or $58,417 at 6%.
Stewart Efi LLC Welfare Benefits Plans-265---
20182214$13,535,370$1,100,977$5,145iApproximate average salary by contribution assumption: employee only about $128,619 at 4% or $85,746 at 6%; with 50% employer match about $85,746 at 4% or $57,164 at 6%; with 100% employer match about $64,309 at 4% or $42,873 at 6%.
Stewart Efi 401(K) Plan-214$13,535,370$1,100,977$5,145iApproximate average salary by contribution assumption: employee only about $128,619 at 4% or $85,746 at 6%; with 50% employer match about $85,746 at 4% or $57,164 at 6%; with 100% employer match about $64,309 at 4% or $42,873 at 6%.
Stewart Efi LLC Welfare Benefits Plans-209---
20172315$15,079,402$1,003,916$3,187iApproximate average salary by contribution assumption: employee only about $79,676 at 4% or $53,117 at 6%; with 50% employer match about $53,117 at 4% or $35,411 at 6%; with 100% employer match about $39,838 at 4% or $26,559 at 6%.
Stewart Efi 401(K) Plan-226$15,079,402$1,003,916$4,442iApproximate average salary by contribution assumption: employee only about $111,053 at 4% or $74,035 at 6%; with 50% employer match about $74,035 at 4% or $49,357 at 6%; with 100% employer match about $55,526 at 4% or $37,018 at 6%.
Stewart Efi LLC Welfare Benefits Plans-315---
20162287$12,967,283$1,001,512$3,490iApproximate average salary by contribution assumption: employee only about $87,240 at 4% or $58,160 at 6%; with 50% employer match about $58,160 at 4% or $38,773 at 6%; with 100% employer match about $43,620 at 4% or $29,080 at 6%.
Stewart Efi 401(K) Plan-201$12,967,283$1,001,512$4,983iApproximate average salary by contribution assumption: employee only about $124,566 at 4% or $83,044 at 6%; with 50% employer match about $83,044 at 4% or $55,363 at 6%; with 100% employer match about $62,283 at 4% or $41,522 at 6%.
Stewart Efi LLC Welfare Benefits Plans-287---
20152327$12,864,466$835,133$2,554iApproximate average salary by contribution assumption: employee only about $63,848 at 4% or $42,565 at 6%; with 50% employer match about $42,565 at 4% or $28,377 at 6%; with 100% employer match about $31,924 at 4% or $21,283 at 6%.
Stewart Efi 401(K) Plan-207$12,864,466$835,133$4,034iApproximate average salary by contribution assumption: employee only about $100,861 at 4% or $67,241 at 6%; with 50% employer match about $67,241 at 4% or $44,827 at 6%; with 100% employer match about $50,431 at 4% or $33,620 at 6%.
Stewart Efi LLC Welfare Benefits Plans-327---
20142357$13,071,659$704,642$1,974iApproximate average salary by contribution assumption: employee only about $49,345 at 4% or $32,896 at 6%; with 50% employer match about $32,896 at 4% or $21,931 at 6%; with 100% employer match about $24,672 at 4% or $16,448 at 6%.
Stewart Efi 401(K) Plan-253$13,071,659$704,642$2,785iApproximate average salary by contribution assumption: employee only about $69,629 at 4% or $46,419 at 6%; with 50% employer match about $46,419 at 4% or $30,946 at 6%; with 100% employer match about $34,814 at 4% or $23,210 at 6%.
Stewart Efi LLC Welfare Benefits Plans-357---
20132318$14,574,598$640,754$2,015iApproximate average salary by contribution assumption: employee only about $50,374 at 4% or $33,582 at 6%; with 50% employer match about $33,582 at 4% or $22,388 at 6%; with 100% employer match about $25,187 at 4% or $16,791 at 6%.
Stewart Efi 401(K) Plan-231$14,574,598$640,754$2,774iApproximate average salary by contribution assumption: employee only about $69,346 at 4% or $46,230 at 6%; with 50% employer match about $46,230 at 4% or $30,820 at 6%; with 100% employer match about $34,673 at 4% or $23,115 at 6%.
Stewart Efi LLC Welfare Benefits Plans-318---
20122301$12,807,250$582,739$1,936iApproximate average salary by contribution assumption: employee only about $48,400 at 4% or $32,267 at 6%; with 50% employer match about $32,267 at 4% or $21,511 at 6%; with 100% employer match about $24,200 at 4% or $16,133 at 6%.
Stewart Efi 401(K) Plan-196$12,807,250$582,739$2,973iApproximate average salary by contribution assumption: employee only about $74,329 at 4% or $49,553 at 6%; with 50% employer match about $49,553 at 4% or $33,035 at 6%; with 100% employer match about $37,164 at 4% or $24,776 at 6%.
Stewart Efi LLC Welfare Benefits Plans-301---
20112328$11,392,702$972,453$2,965iApproximate average salary by contribution assumption: employee only about $74,120 at 4% or $49,413 at 6%; with 50% employer match about $49,413 at 4% or $32,942 at 6%; with 100% employer match about $37,060 at 4% or $24,707 at 6%.
Stewart Efi 401(K) Plan-235$11,392,702$972,453$4,138iApproximate average salary by contribution assumption: employee only about $103,452 at 4% or $68,968 at 6%; with 50% employer match about $68,968 at 4% or $45,979 at 6%; with 100% employer match about $51,726 at 4% or $34,484 at 6%.
Stewart Efi LLC Welfare Benefits Plans-328---
20102323$11,341,491$496,452$1,537iApproximate average salary by contribution assumption: employee only about $38,425 at 4% or $25,617 at 6%; with 50% employer match about $25,617 at 4% or $17,078 at 6%; with 100% employer match about $19,213 at 4% or $12,808 at 6%.
Stewart Efi 401(K) Plan-235$11,341,491$496,452$2,113iApproximate average salary by contribution assumption: employee only about $52,814 at 4% or $35,209 at 6%; with 50% employer match about $35,209 at 4% or $23,473 at 6%; with 100% employer match about $26,407 at 4% or $17,605 at 6%.
Stewart Efi LLC Welfare Benefits Plans-323---
20092275$10,181,156$478,855$1,741iApproximate average salary by contribution assumption: employee only about $43,532 at 4% or $29,022 at 6%; with 50% employer match about $29,022 at 4% or $19,348 at 6%; with 100% employer match about $21,766 at 4% or $14,511 at 6%.
Stewart Efi 401(K) Plan-175$10,181,156$478,855$2,736iApproximate average salary by contribution assumption: employee only about $68,408 at 4% or $45,605 at 6%; with 50% employer match about $45,605 at 4% or $30,403 at 6%; with 100% employer match about $34,204 at 4% or $22,803 at 6%.
Stewart Efi LLC Welfare Benefits Plans-275---
20082303$12,267,251$1,143,827$3,775iApproximate average salary by contribution assumption: employee only about $94,375 at 4% or $62,917 at 6%; with 50% employer match about $62,917 at 4% or $41,945 at 6%; with 100% employer match about $47,188 at 4% or $31,458 at 6%.
Stewart Efi 401(K) Plan-198$12,267,251$1,143,827$5,777iApproximate average salary by contribution assumption: employee only about $144,423 at 4% or $96,282 at 6%; with 50% employer match about $96,282 at 4% or $64,188 at 6%; with 100% employer match about $72,211 at 4% or $48,141 at 6%.
Stewart Efi LLC Welfare Benefits Plans-303---
20072274$17,499,810$853,276$3,114iApproximate average salary by contribution assumption: employee only about $77,854 at 4% or $51,902 at 6%; with 50% employer match about $51,902 at 4% or $34,602 at 6%; with 100% employer match about $38,927 at 4% or $25,951 at 6%.
Stewart Efi 401(K) Plan-175$17,499,810$853,276$4,876iApproximate average salary by contribution assumption: employee only about $121,897 at 4% or $81,264 at 6%; with 50% employer match about $81,264 at 4% or $54,176 at 6%; with 100% employer match about $60,948 at 4% or $40,632 at 6%.
Stewart Efi LLC Welfare Benefits Plans-274---
20062276$17,778,747$872,351$3,161iApproximate average salary by contribution assumption: employee only about $79,017 at 4% or $52,678 at 6%; with 50% employer match about $52,678 at 4% or $35,119 at 6%; with 100% employer match about $39,509 at 4% or $26,339 at 6%.
Stewart Efi 401(K) Plan-182$17,778,747$872,351$4,793iApproximate average salary by contribution assumption: employee only about $119,828 at 4% or $79,886 at 6%; with 50% employer match about $79,886 at 4% or $53,257 at 6%; with 100% employer match about $59,914 at 4% or $39,943 at 6%.
Stewart Efi LLC Welfare Benefits Plans-276---
20052378$16,048,479$694,585$1,838iApproximate average salary by contribution assumption: employee only about $45,938 at 4% or $30,625 at 6%; with 50% employer match about $30,625 at 4% or $20,417 at 6%; with 100% employer match about $22,969 at 4% or $15,313 at 6%.
Stewart Efi 401(K) Plan-177$16,048,479$694,585$3,924iApproximate average salary by contribution assumption: employee only about $98,105 at 4% or $65,403 at 6%; with 50% employer match about $65,403 at 4% or $43,602 at 6%; with 100% employer match about $49,053 at 4% or $32,702 at 6%.
Stewart Efi LLC Welfare Benefits Plans-378---
20042379$14,891,931$727,692$1,920iApproximate average salary by contribution assumption: employee only about $48,001 at 4% or $32,001 at 6%; with 50% employer match about $32,001 at 4% or $21,334 at 6%; with 100% employer match about $24,000 at 4% or $16,000 at 6%.
Stewart Efi 401(K) Plan-189$14,891,931$727,692$3,850iApproximate average salary by contribution assumption: employee only about $96,256 at 4% or $64,170 at 6%; with 50% employer match about $64,170 at 4% or $42,780 at 6%; with 100% employer match about $48,128 at 4% or $32,085 at 6%.
Stewart Efi LLC Welfare Benefits Plans-379---
20032422$13,997,750$637,005$1,509iApproximate average salary by contribution assumption: employee only about $37,737 at 4% or $25,158 at 6%; with 50% employer match about $25,158 at 4% or $16,772 at 6%; with 100% employer match about $18,869 at 4% or $12,579 at 6%.
Stewart Efi 401(K) Plan-217$13,997,750$637,005$2,936iApproximate average salary by contribution assumption: employee only about $73,388 at 4% or $48,925 at 6%; with 50% employer match about $48,925 at 4% or $32,617 at 6%; with 100% employer match about $36,694 at 4% or $24,463 at 6%.
Stewart Efi LLC Welfare Benefits Plans-422---