Civic Intelligence

Robert B. Alston, Jr., D.D.S.

Plan context: Stein Roe and Farnham Profit- Sharing Plan

EIN 74-2324432 • Hewitt, TX • 28 filings • 8 plans

211 Sun Valley RoadHewitt, TX 76643
Current Snapshot

Latest Year

2020

2020 Participants

11

2020 Assets

$3,007,325

2020 Contributions

$26,855

Historical Graphs

Total Assets Over Time

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

$3,007,325$1,503,663$0199920112020YearValue
$3,007,325Latest year 2020

Participants Over Time

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

1160199920102020YearValue
11Latest year 2020

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
2020111$3,007,325$26,855$2,441iApproximate average salary by contribution assumption: employee only about $61,034 at 4% or $40,689 at 6%; with 50% employer match about $40,689 at 4% or $27,126 at 6%; with 100% employer match about $30,517 at 4% or $20,345 at 6%.
Stein Roe and Farnham Profit- Sharing Plan-11$3,007,325$26,855$2,441iApproximate average salary by contribution assumption: employee only about $61,034 at 4% or $40,689 at 6%; with 50% employer match about $40,689 at 4% or $27,126 at 6%; with 100% employer match about $30,517 at 4% or $20,345 at 6%.
2019111$2,505,316$33,839$3,076iApproximate average salary by contribution assumption: employee only about $76,907 at 4% or $51,271 at 6%; with 50% employer match about $51,271 at 4% or $34,181 at 6%; with 100% employer match about $38,453 at 4% or $25,636 at 6%.
Stein Roe and Farnham Profit- Sharing Plan-11$2,505,316$33,839$3,076iApproximate average salary by contribution assumption: employee only about $76,907 at 4% or $51,271 at 6%; with 50% employer match about $51,271 at 4% or $34,181 at 6%; with 100% employer match about $38,453 at 4% or $25,636 at 6%.
2018111$1,989,560$24,551$2,232iApproximate average salary by contribution assumption: employee only about $55,798 at 4% or $37,198 at 6%; with 50% employer match about $37,198 at 4% or $24,799 at 6%; with 100% employer match about $27,899 at 4% or $18,599 at 6%.
Stein Roe and Farnham Profit- Sharing Plan-11$1,989,560$24,551$2,232iApproximate average salary by contribution assumption: employee only about $55,798 at 4% or $37,198 at 6%; with 50% employer match about $37,198 at 4% or $24,799 at 6%; with 100% employer match about $27,899 at 4% or $18,599 at 6%.
201718$2,094,598$22,039$2,755iApproximate average salary by contribution assumption: employee only about $68,872 at 4% or $45,915 at 6%; with 50% employer match about $45,915 at 4% or $30,610 at 6%; with 100% employer match about $34,436 at 4% or $22,957 at 6%.
Stein Roe and Farnham Profit- Sharing Plan-8$2,094,598$22,039$2,755iApproximate average salary by contribution assumption: employee only about $68,872 at 4% or $45,915 at 6%; with 50% employer match about $45,915 at 4% or $30,610 at 6%; with 100% employer match about $34,436 at 4% or $22,957 at 6%.
201616$1,739,796$39,319$6,553iApproximate average salary by contribution assumption: employee only about $163,829 at 4% or $109,219 at 6%; with 50% employer match about $109,219 at 4% or $72,813 at 6%; with 100% employer match about $81,915 at 4% or $54,610 at 6%.
Stein Roe and Farnham Profit- Sharing Plan-6$1,739,796$39,319$6,553iApproximate average salary by contribution assumption: employee only about $163,829 at 4% or $109,219 at 6%; with 50% employer match about $109,219 at 4% or $72,813 at 6%; with 100% employer match about $81,915 at 4% or $54,610 at 6%.
201517$1,517,766$25,870$3,696iApproximate average salary by contribution assumption: employee only about $92,393 at 4% or $61,595 at 6%; with 50% employer match about $61,595 at 4% or $41,063 at 6%; with 100% employer match about $46,196 at 4% or $30,798 at 6%.
Stein Roe and Farnham Profit- Sharing Plan-7$1,517,766$25,870$3,696iApproximate average salary by contribution assumption: employee only about $92,393 at 4% or $61,595 at 6%; with 50% employer match about $61,595 at 4% or $41,063 at 6%; with 100% employer match about $46,196 at 4% or $30,798 at 6%.
201416$1,503,257$26,050$4,342iApproximate average salary by contribution assumption: employee only about $108,542 at 4% or $72,361 at 6%; with 50% employer match about $72,361 at 4% or $48,241 at 6%; with 100% employer match about $54,271 at 4% or $36,181 at 6%.
Stein Roe and Farnham Profit- Sharing Plan-6$1,503,257$26,050$4,342iApproximate average salary by contribution assumption: employee only about $108,542 at 4% or $72,361 at 6%; with 50% employer match about $72,361 at 4% or $48,241 at 6%; with 100% employer match about $54,271 at 4% or $36,181 at 6%.
201317$1,384,897$33,134$4,733iApproximate average salary by contribution assumption: employee only about $118,336 at 4% or $78,890 at 6%; with 50% employer match about $78,890 at 4% or $52,594 at 6%; with 100% employer match about $59,168 at 4% or $39,445 at 6%.
Stein Roe and Farnham Profit- Sharing Plan-7$1,384,897$33,134$4,733iApproximate average salary by contribution assumption: employee only about $118,336 at 4% or $78,890 at 6%; with 50% employer match about $78,890 at 4% or $52,594 at 6%; with 100% employer match about $59,168 at 4% or $39,445 at 6%.
201216$1,032,408$30,981$5,164iApproximate average salary by contribution assumption: employee only about $129,088 at 4% or $86,058 at 6%; with 50% employer match about $86,058 at 4% or $57,372 at 6%; with 100% employer match about $64,544 at 4% or $43,029 at 6%.
Stein Roe and Farnham Profit- Sharing Plan-6$1,032,408$30,981$5,164iApproximate average salary by contribution assumption: employee only about $129,088 at 4% or $86,058 at 6%; with 50% employer match about $86,058 at 4% or $57,372 at 6%; with 100% employer match about $64,544 at 4% or $43,029 at 6%.
201113$878,557$18,398$6,133iApproximate average salary by contribution assumption: employee only about $153,317 at 4% or $102,211 at 6%; with 50% employer match about $102,211 at 4% or $68,141 at 6%; with 100% employer match about $76,658 at 4% or $51,106 at 6%.
Stein Roe and Farnham Profit- Sharing Plan-3$878,557$18,398$6,133iApproximate average salary by contribution assumption: employee only about $153,317 at 4% or $102,211 at 6%; with 50% employer match about $102,211 at 4% or $68,141 at 6%; with 100% employer match about $76,658 at 4% or $51,106 at 6%.
201014$915,700$26,383$6,596iApproximate average salary by contribution assumption: employee only about $164,894 at 4% or $109,929 at 6%; with 50% employer match about $109,929 at 4% or $73,286 at 6%; with 100% employer match about $82,447 at 4% or $54,965 at 6%.
Stein Roe and Farnham Profit- Sharing Plan-4$915,700$26,383$6,596iApproximate average salary by contribution assumption: employee only about $164,894 at 4% or $109,929 at 6%; with 50% employer match about $109,929 at 4% or $73,286 at 6%; with 100% employer match about $82,447 at 4% or $54,965 at 6%.
200915$0$33,137$6,627iApproximate average salary by contribution assumption: employee only about $165,685 at 4% or $110,457 at 6%; with 50% employer match about $110,457 at 4% or $73,638 at 6%; with 100% employer match about $82,843 at 4% or $55,228 at 6%.
Stein Roe and Farnham Profit- Sharing Plan-5-$33,137$6,627iApproximate average salary by contribution assumption: employee only about $165,685 at 4% or $110,457 at 6%; with 50% employer match about $110,457 at 4% or $73,638 at 6%; with 100% employer match about $82,843 at 4% or $55,228 at 6%.
200815$586,424$31,479$6,296iApproximate average salary by contribution assumption: employee only about $157,395 at 4% or $104,930 at 6%; with 50% employer match about $104,930 at 4% or $69,953 at 6%; with 100% employer match about $78,698 at 4% or $52,465 at 6%.
Stein Roe and Farnham Profit- Sharing Plan-5$586,424$31,479$6,296iApproximate average salary by contribution assumption: employee only about $157,395 at 4% or $104,930 at 6%; with 50% employer match about $104,930 at 4% or $69,953 at 6%; with 100% employer match about $78,698 at 4% or $52,465 at 6%.
200715$891,718$29,276$5,855iApproximate average salary by contribution assumption: employee only about $146,380 at 4% or $97,587 at 6%; with 50% employer match about $97,587 at 4% or $65,058 at 6%; with 100% employer match about $73,190 at 4% or $48,793 at 6%.
Stein Roe and Farnham Profit- Sharing Plan-5$891,718$29,276$5,855iApproximate average salary by contribution assumption: employee only about $146,380 at 4% or $97,587 at 6%; with 50% employer match about $97,587 at 4% or $65,058 at 6%; with 100% employer match about $73,190 at 4% or $48,793 at 6%.
200616$822,916$28,819$4,803iApproximate average salary by contribution assumption: employee only about $120,079 at 4% or $80,053 at 6%; with 50% employer match about $80,053 at 4% or $53,369 at 6%; with 100% employer match about $60,040 at 4% or $40,026 at 6%.
Stein Roe and Farnham Profit- Sharing Plan-6$822,916$28,819$4,803iApproximate average salary by contribution assumption: employee only about $120,079 at 4% or $80,053 at 6%; with 50% employer match about $80,053 at 4% or $53,369 at 6%; with 100% employer match about $60,040 at 4% or $40,026 at 6%.
200516$703,570$36,934$6,156iApproximate average salary by contribution assumption: employee only about $153,892 at 4% or $102,594 at 6%; with 50% employer match about $102,594 at 4% or $68,396 at 6%; with 100% employer match about $76,946 at 4% or $51,297 at 6%.
Stein Roe and Farnham Profit- Sharing Plan-6$703,570$36,934$6,156iApproximate average salary by contribution assumption: employee only about $153,892 at 4% or $102,594 at 6%; with 50% employer match about $102,594 at 4% or $68,396 at 6%; with 100% employer match about $76,946 at 4% or $51,297 at 6%.
200417$633,583$33,759$4,823iApproximate average salary by contribution assumption: employee only about $120,568 at 4% or $80,379 at 6%; with 50% employer match about $80,379 at 4% or $53,586 at 6%; with 100% employer match about $60,284 at 4% or $40,189 at 6%.
Stein Roe and Farnham Profit- Sharing Plan-7$633,583$33,759$4,823iApproximate average salary by contribution assumption: employee only about $120,568 at 4% or $80,379 at 6%; with 50% employer match about $80,379 at 4% or $53,586 at 6%; with 100% employer match about $60,284 at 4% or $40,189 at 6%.
200327$538,517$32,958$4,708iApproximate average salary by contribution assumption: employee only about $117,707 at 4% or $78,471 at 6%; with 50% employer match about $78,471 at 4% or $52,314 at 6%; with 100% employer match about $58,854 at 4% or $39,236 at 6%.
Stein Roe and Farnham Profit- Sharing Plan-7$538,517$32,958$4,708iApproximate average salary by contribution assumption: employee only about $117,707 at 4% or $78,471 at 6%; with 50% employer match about $78,471 at 4% or $52,314 at 6%; with 100% employer match about $58,854 at 4% or $39,236 at 6%.
Stein Roe and Farnham Money Purchase Pension Plan-0---
200226$419,505$23,019$3,837iApproximate average salary by contribution assumption: employee only about $95,913 at 4% or $63,942 at 6%; with 50% employer match about $63,942 at 4% or $42,628 at 6%; with 100% employer match about $47,956 at 4% or $31,971 at 6%.
Stein Roe and Farnham Profit- Sharing Plan-6$288,134$15,238$2,540iApproximate average salary by contribution assumption: employee only about $63,492 at 4% or $42,328 at 6%; with 50% employer match about $42,328 at 4% or $28,219 at 6%; with 100% employer match about $31,746 at 4% or $21,164 at 6%.
Stein Roe and Farnham Money Purchase Pension Plan-6$131,371$7,781$1,297iApproximate average salary by contribution assumption: employee only about $32,421 at 4% or $21,614 at 6%; with 50% employer match about $21,614 at 4% or $14,409 at 6%; with 100% employer match about $16,210 at 4% or $10,807 at 6%.
200127$0$0-
Stein Roe and Farnham Profit- Sharing Plan-7---
Stein Roe and Farnham Money Purchase Pension Plan-7---
200036$167,551$8,278$1,380iApproximate average salary by contribution assumption: employee only about $34,492 at 4% or $22,994 at 6%; with 50% employer match about $22,994 at 4% or $15,330 at 6%; with 100% employer match about $17,246 at 4% or $11,497 at 6%.
Stein Roe and Farnham Money Purchase Pension Plan-6$167,551$8,278$1,380iApproximate average salary by contribution assumption: employee only about $34,492 at 4% or $22,994 at 6%; with 50% employer match about $22,994 at 4% or $15,330 at 6%; with 100% employer match about $17,246 at 4% or $11,497 at 6%.
Stein Roe and Farnham Profit- Sharing Plan-6---
Stein Roe and Farnham Money Purchase Pension Plan-6---
199924$472,744$24,663$6,166iApproximate average salary by contribution assumption: employee only about $154,144 at 4% or $102,763 at 6%; with 50% employer match about $102,763 at 4% or $68,508 at 6%; with 100% employer match about $77,072 at 4% or $51,381 at 6%.
Stein Roe and Farnham Profit- Sharing Plan-4$302,445$17,147$4,287iApproximate average salary by contribution assumption: employee only about $107,169 at 4% or $71,446 at 6%; with 50% employer match about $71,446 at 4% or $47,631 at 6%; with 100% employer match about $53,584 at 4% or $35,723 at 6%.
Stein Roe and Farnham Money Purchase Pension Plan-4$170,299$7,516$1,879iApproximate average salary by contribution assumption: employee only about $46,975 at 4% or $31,317 at 6%; with 50% employer match about $31,317 at 4% or $20,878 at 6%; with 100% employer match about $23,488 at 4% or $15,658 at 6%.