Stephens Harris Associates Inc.
Plan context: Stephens Harris Associates Inc. Simple 401 K Plan
EIN 72-0809437 • New Orleans, LA • 22 filings • 9 plans
Current Snapshot
Latest Year
2020
2020 Participants
5
2020 Assets
$826,743
2020 Contributions
$1,960
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $1,960 | - |
| Stephens Harris Associates Inc. Simple 401 K Plan | - | 0 | $0 | $1,960 | - |
| 2019 | 1 | 5 | $826,743 | $47,799 | $9,560iApproximate average salary by contribution assumption: employee only about $238,995 at 4% or $159,330 at 6%; with 50% employer match about $159,330 at 4% or $106,220 at 6%; with 100% employer match about $119,497 at 4% or $79,665 at 6%. |
| Stephens Harris Associates Inc. Simple 401 K Plan | - | 5 | $826,743 | $47,799 | $9,560iApproximate average salary by contribution assumption: employee only about $238,995 at 4% or $159,330 at 6%; with 50% employer match about $159,330 at 4% or $106,220 at 6%; with 100% employer match about $119,497 at 4% or $79,665 at 6%. |
| 2018 | 1 | 5 | $637,418 | $44,950 | $8,990iApproximate average salary by contribution assumption: employee only about $224,750 at 4% or $149,833 at 6%; with 50% employer match about $149,833 at 4% or $99,889 at 6%; with 100% employer match about $112,375 at 4% or $74,917 at 6%. |
| Stephens Harris Associates Inc. Simple 401 K Plan | - | 5 | $637,418 | $44,950 | $8,990iApproximate average salary by contribution assumption: employee only about $224,750 at 4% or $149,833 at 6%; with 50% employer match about $149,833 at 4% or $99,889 at 6%; with 100% employer match about $112,375 at 4% or $74,917 at 6%. |
| 2017 | 1 | 5 | $629,174 | $27,131 | $5,426iApproximate average salary by contribution assumption: employee only about $135,655 at 4% or $90,437 at 6%; with 50% employer match about $90,437 at 4% or $60,291 at 6%; with 100% employer match about $67,828 at 4% or $45,218 at 6%. |
| Stephens Harris Associates Inc. Simple 401 K Plan | - | 5 | $629,174 | $27,131 | $5,426iApproximate average salary by contribution assumption: employee only about $135,655 at 4% or $90,437 at 6%; with 50% employer match about $90,437 at 4% or $60,291 at 6%; with 100% employer match about $67,828 at 4% or $45,218 at 6%. |
| 2016 | 1 | 5 | $513,032 | $28,690 | $5,738iApproximate average salary by contribution assumption: employee only about $143,450 at 4% or $95,633 at 6%; with 50% employer match about $95,633 at 4% or $63,756 at 6%; with 100% employer match about $71,725 at 4% or $47,817 at 6%. |
| Stephens Harris Associates Inc. Simple 401 K Plan | - | 5 | $513,032 | $28,690 | $5,738iApproximate average salary by contribution assumption: employee only about $143,450 at 4% or $95,633 at 6%; with 50% employer match about $95,633 at 4% or $63,756 at 6%; with 100% employer match about $71,725 at 4% or $47,817 at 6%. |
| 2015 | 1 | 5 | $463,475 | $29,554 | $5,911iApproximate average salary by contribution assumption: employee only about $147,770 at 4% or $98,513 at 6%; with 50% employer match about $98,513 at 4% or $65,676 at 6%; with 100% employer match about $73,885 at 4% or $49,257 at 6%. |
| Stephens Harris Associates Inc. Simple 401 K Plan | - | 5 | $463,475 | $29,554 | $5,911iApproximate average salary by contribution assumption: employee only about $147,770 at 4% or $98,513 at 6%; with 50% employer match about $98,513 at 4% or $65,676 at 6%; with 100% employer match about $73,885 at 4% or $49,257 at 6%. |
| 2014 | 1 | 5 | $435,248 | $28,716 | $5,743iApproximate average salary by contribution assumption: employee only about $143,580 at 4% or $95,720 at 6%; with 50% employer match about $95,720 at 4% or $63,813 at 6%; with 100% employer match about $71,790 at 4% or $47,860 at 6%. |
| Stephens Harris Associates Inc. Simple 401 K Plan | - | 5 | $435,248 | $28,716 | $5,743iApproximate average salary by contribution assumption: employee only about $143,580 at 4% or $95,720 at 6%; with 50% employer match about $95,720 at 4% or $63,813 at 6%; with 100% employer match about $71,790 at 4% or $47,860 at 6%. |
| 2013 | 1 | 3 | $397,028 | $23,750 | $7,917iApproximate average salary by contribution assumption: employee only about $197,917 at 4% or $131,944 at 6%; with 50% employer match about $131,944 at 4% or $87,963 at 6%; with 100% employer match about $98,958 at 4% or $65,972 at 6%. |
| Stephens Harris Associates Inc. Simple 401 K Plan | - | 3 | $397,028 | $23,750 | $7,917iApproximate average salary by contribution assumption: employee only about $197,917 at 4% or $131,944 at 6%; with 50% employer match about $131,944 at 4% or $87,963 at 6%; with 100% employer match about $98,958 at 4% or $65,972 at 6%. |
| 2012 | 1 | 4 | $322,859 | $23,871 | $5,968iApproximate average salary by contribution assumption: employee only about $149,194 at 4% or $99,463 at 6%; with 50% employer match about $99,463 at 4% or $66,308 at 6%; with 100% employer match about $74,597 at 4% or $49,731 at 6%. |
| Stephens Harris Associates Inc. Simple 401 K Plan | - | 4 | $322,859 | $23,871 | $5,968iApproximate average salary by contribution assumption: employee only about $149,194 at 4% or $99,463 at 6%; with 50% employer match about $99,463 at 4% or $66,308 at 6%; with 100% employer match about $74,597 at 4% or $49,731 at 6%. |
| 2011 | 1 | 4 | $278,886 | $21,075 | $5,269iApproximate average salary by contribution assumption: employee only about $131,719 at 4% or $87,813 at 6%; with 50% employer match about $87,813 at 4% or $58,542 at 6%; with 100% employer match about $65,859 at 4% or $43,906 at 6%. |
| Stephens Harris Associates Inc. Simple 401 K Plan | - | 4 | $278,886 | $21,075 | $5,269iApproximate average salary by contribution assumption: employee only about $131,719 at 4% or $87,813 at 6%; with 50% employer match about $87,813 at 4% or $58,542 at 6%; with 100% employer match about $65,859 at 4% or $43,906 at 6%. |
| 2010 | 1 | 4 | $269,687 | $21,029 | $5,257iApproximate average salary by contribution assumption: employee only about $131,431 at 4% or $87,621 at 6%; with 50% employer match about $87,621 at 4% or $58,414 at 6%; with 100% employer match about $65,716 at 4% or $43,810 at 6%. |
| Stephens Harris Associates Inc. Simple 401 K Plan | - | 4 | $269,687 | $21,029 | $5,257iApproximate average salary by contribution assumption: employee only about $131,431 at 4% or $87,621 at 6%; with 50% employer match about $87,621 at 4% or $58,414 at 6%; with 100% employer match about $65,716 at 4% or $43,810 at 6%. |
| 2009 | 1 | 4 | $224,106 | $19,901 | $4,975iApproximate average salary by contribution assumption: employee only about $124,381 at 4% or $82,921 at 6%; with 50% employer match about $82,921 at 4% or $55,281 at 6%; with 100% employer match about $62,191 at 4% or $41,460 at 6%. |
| Stephens Harris Associates Inc. Simple 401 K Plan | - | 4 | $224,106 | $19,901 | $4,975iApproximate average salary by contribution assumption: employee only about $124,381 at 4% or $82,921 at 6%; with 50% employer match about $82,921 at 4% or $55,281 at 6%; with 100% employer match about $62,191 at 4% or $41,460 at 6%. |
| 2008 | 1 | 7 | $177,825 | $19,934 | $2,848iApproximate average salary by contribution assumption: employee only about $71,193 at 4% or $47,462 at 6%; with 50% employer match about $47,462 at 4% or $31,641 at 6%; with 100% employer match about $35,596 at 4% or $23,731 at 6%. |
| Stephens Harris Associates Inc. Simple 401 K Plan | - | 7 | $177,825 | $19,934 | $2,848iApproximate average salary by contribution assumption: employee only about $71,193 at 4% or $47,462 at 6%; with 50% employer match about $47,462 at 4% or $31,641 at 6%; with 100% employer match about $35,596 at 4% or $23,731 at 6%. |
| 2007 | 1 | 8 | $0 | $0 | - |
| Stephens Harris Associates Inc. Simple 401 K Plan | - | 8 | - | - | - |
| 2006 | 1 | 8 | $190,549 | $16,783 | $2,098iApproximate average salary by contribution assumption: employee only about $52,447 at 4% or $34,965 at 6%; with 50% employer match about $34,965 at 4% or $23,310 at 6%; with 100% employer match about $26,223 at 4% or $17,482 at 6%. |
| Stephens Harris Associates Inc. Simple 401 K Plan | - | 8 | $190,549 | $16,783 | $2,098iApproximate average salary by contribution assumption: employee only about $52,447 at 4% or $34,965 at 6%; with 50% employer match about $34,965 at 4% or $23,310 at 6%; with 100% employer match about $26,223 at 4% or $17,482 at 6%. |
| 2005 | 1 | 8 | $158,772 | $16,282 | $2,035iApproximate average salary by contribution assumption: employee only about $50,881 at 4% or $33,921 at 6%; with 50% employer match about $33,921 at 4% or $22,614 at 6%; with 100% employer match about $25,441 at 4% or $16,960 at 6%. |
| Stephens Harris Associates Inc. Simple 401 K Plan | - | 8 | $158,772 | $16,282 | $2,035iApproximate average salary by contribution assumption: employee only about $50,881 at 4% or $33,921 at 6%; with 50% employer match about $33,921 at 4% or $22,614 at 6%; with 100% employer match about $25,441 at 4% or $16,960 at 6%. |
| 2004 | 1 | 8 | $134,018 | $16,369 | $2,046iApproximate average salary by contribution assumption: employee only about $51,153 at 4% or $34,102 at 6%; with 50% employer match about $34,102 at 4% or $22,735 at 6%; with 100% employer match about $25,577 at 4% or $17,051 at 6%. |
| Stephens Harris Associates Inc. Simple 401 K Plan | - | 8 | $134,018 | $16,369 | $2,046iApproximate average salary by contribution assumption: employee only about $51,153 at 4% or $34,102 at 6%; with 50% employer match about $34,102 at 4% or $22,735 at 6%; with 100% employer match about $25,577 at 4% or $17,051 at 6%. |
| 2003 | 1 | 8 | $107,186 | $15,660 | $1,958iApproximate average salary by contribution assumption: employee only about $48,938 at 4% or $32,625 at 6%; with 50% employer match about $32,625 at 4% or $21,750 at 6%; with 100% employer match about $24,469 at 4% or $16,313 at 6%. |
| Stephens Harris Associates Inc. Simple 401 K Plan | - | 8 | $107,186 | $15,660 | $1,958iApproximate average salary by contribution assumption: employee only about $48,938 at 4% or $32,625 at 6%; with 50% employer match about $32,625 at 4% or $21,750 at 6%; with 100% employer match about $24,469 at 4% or $16,313 at 6%. |
| 2002 | 1 | 8 | $81,322 | $11,336 | $1,417iApproximate average salary by contribution assumption: employee only about $35,425 at 4% or $23,617 at 6%; with 50% employer match about $23,617 at 4% or $15,744 at 6%; with 100% employer match about $17,713 at 4% or $11,808 at 6%. |
| Stephens Harris Associates Inc. Simple 401 K Plan | - | 8 | $81,322 | $11,336 | $1,417iApproximate average salary by contribution assumption: employee only about $35,425 at 4% or $23,617 at 6%; with 50% employer match about $23,617 at 4% or $15,744 at 6%; with 100% employer match about $17,713 at 4% or $11,808 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| Stephens Harris Associates Inc. Simple 401 K Plan | - | 7 | - | - | - |
| 2000 | 1 | 7 | $0 | $0 | - |
| Stephens Harris Associates Inc. Simple 401 K Plan | - | 7 | - | - | - |
| 1999 | 1 | 6 | $52,291 | $12,760 | $2,127iApproximate average salary by contribution assumption: employee only about $53,167 at 4% or $35,444 at 6%; with 50% employer match about $35,444 at 4% or $23,630 at 6%; with 100% employer match about $26,583 at 4% or $17,722 at 6%. |
| Stephens Harris Associates Inc. Simple 401 K Plan | - | 6 | $52,291 | $12,760 | $2,127iApproximate average salary by contribution assumption: employee only about $53,167 at 4% or $35,444 at 6%; with 50% employer match about $35,444 at 4% or $23,630 at 6%; with 100% employer match about $26,583 at 4% or $17,722 at 6%. |