STONEGATE SECURITIES, INC.
Plan context: STONEGATE CAPITAL PARTNERS 401(K) PLAN
EIN 75-1398126 • Dallas, TX • 13 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$1,079,088
2025 Contributions
$156,541
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 10 | $1,079,088 | $156,541 | $15,654iApproximate average salary by contribution assumption: employee only about $391,353 at 4% or $260,902 at 6%; with 50% employer match about $260,902 at 4% or $173,934 at 6%; with 100% employer match about $195,676 at 4% or $130,451 at 6%. |
| STONEGATE CAPITAL PARTNERS 401(K) PLAN | - | 10 | $1,079,088 | $156,541 | $15,654iApproximate average salary by contribution assumption: employee only about $391,353 at 4% or $260,902 at 6%; with 50% employer match about $260,902 at 4% or $173,934 at 6%; with 100% employer match about $195,676 at 4% or $130,451 at 6%. |
| 2024 | 1 | 10 | $810,465 | $150,019 | $15,002iApproximate average salary by contribution assumption: employee only about $375,048 at 4% or $250,032 at 6%; with 50% employer match about $250,032 at 4% or $166,688 at 6%; with 100% employer match about $187,524 at 4% or $125,016 at 6%. |
| STONEGATE CAPITAL PARTNERS 401(K) PLAN | - | 10 | $810,465 | $150,019 | $15,002iApproximate average salary by contribution assumption: employee only about $375,048 at 4% or $250,032 at 6%; with 50% employer match about $250,032 at 4% or $166,688 at 6%; with 100% employer match about $187,524 at 4% or $125,016 at 6%. |
| 2023 | 1 | 11 | $594,182 | $148,004 | $13,455iApproximate average salary by contribution assumption: employee only about $336,373 at 4% or $224,248 at 6%; with 50% employer match about $224,248 at 4% or $149,499 at 6%; with 100% employer match about $168,186 at 4% or $112,124 at 6%. |
| STONEGATE CAPITAL PARTNERS 401(K) PLAN | - | 11 | $594,182 | $148,004 | $13,455iApproximate average salary by contribution assumption: employee only about $336,373 at 4% or $224,248 at 6%; with 50% employer match about $224,248 at 4% or $149,499 at 6%; with 100% employer match about $168,186 at 4% or $112,124 at 6%. |
| 2022 | 1 | 12 | $588,364 | $124,269 | $10,356iApproximate average salary by contribution assumption: employee only about $258,894 at 4% or $172,596 at 6%; with 50% employer match about $172,596 at 4% or $115,064 at 6%; with 100% employer match about $129,447 at 4% or $86,298 at 6%. |
| STONEGATE CAPITAL PARTNERS 401(K) PLAN | - | 12 | $588,364 | $124,269 | $10,356iApproximate average salary by contribution assumption: employee only about $258,894 at 4% or $172,596 at 6%; with 50% employer match about $172,596 at 4% or $115,064 at 6%; with 100% employer match about $129,447 at 4% or $86,298 at 6%. |
| 2021 | 1 | 11 | $568,922 | $106,600 | $9,691iApproximate average salary by contribution assumption: employee only about $242,273 at 4% or $161,515 at 6%; with 50% employer match about $161,515 at 4% or $107,677 at 6%; with 100% employer match about $121,136 at 4% or $80,758 at 6%. |
| STONEGATE CAPITAL PARTNERS 401(K) PLAN | - | 11 | $568,922 | $106,600 | $9,691iApproximate average salary by contribution assumption: employee only about $242,273 at 4% or $161,515 at 6%; with 50% employer match about $161,515 at 4% or $107,677 at 6%; with 100% employer match about $121,136 at 4% or $80,758 at 6%. |
| 2007 | 1 | 0 | $0 | $0 | - |
| STONEGATE SECURITIES, INC. 401K PROFIT SHARING PLAN | - | 0 | - | - | - |
| 2006 | 1 | 14 | $252,540 | $35,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| STONEGATE SECURITIES, INC. 401K PROFIT SHARING PLAN | - | 14 | $252,540 | $35,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2005 | 1 | 11 | $205,397 | $32,000 | $2,909iApproximate average salary by contribution assumption: employee only about $72,727 at 4% or $48,485 at 6%; with 50% employer match about $48,485 at 4% or $32,323 at 6%; with 100% employer match about $36,364 at 4% or $24,242 at 6%. |
| STONEGATE SECURITIES, INC. 401K PROFIT SHARING PLAN | - | 11 | $205,397 | $32,000 | $2,909iApproximate average salary by contribution assumption: employee only about $72,727 at 4% or $48,485 at 6%; with 50% employer match about $48,485 at 4% or $32,323 at 6%; with 100% employer match about $36,364 at 4% or $24,242 at 6%. |
| 2004 | 1 | 11 | $177,548 | $26,320 | $2,393iApproximate average salary by contribution assumption: employee only about $59,818 at 4% or $39,879 at 6%; with 50% employer match about $39,879 at 4% or $26,586 at 6%; with 100% employer match about $29,909 at 4% or $19,939 at 6%. |
| STONEGATE SECURITIES, INC. 401K PROFIT SHARING PLAN | - | 11 | $177,548 | $26,320 | $2,393iApproximate average salary by contribution assumption: employee only about $59,818 at 4% or $39,879 at 6%; with 50% employer match about $39,879 at 4% or $26,586 at 6%; with 100% employer match about $29,909 at 4% or $19,939 at 6%. |
| 2003 | 1 | 11 | $283,475 | $28,869 | $2,624iApproximate average salary by contribution assumption: employee only about $65,611 at 4% or $43,741 at 6%; with 50% employer match about $43,741 at 4% or $29,161 at 6%; with 100% employer match about $32,806 at 4% or $21,870 at 6%. |
| STONEGATE SECURITIES, INC. 401K PROFIT SHARING PLAN | - | 11 | $283,475 | $28,869 | $2,624iApproximate average salary by contribution assumption: employee only about $65,611 at 4% or $43,741 at 6%; with 50% employer match about $43,741 at 4% or $29,161 at 6%; with 100% employer match about $32,806 at 4% or $21,870 at 6%. |
| 2002 | 1 | 14 | $299,848 | $45,175 | $3,227iApproximate average salary by contribution assumption: employee only about $80,670 at 4% or $53,780 at 6%; with 50% employer match about $53,780 at 4% or $35,853 at 6%; with 100% employer match about $40,335 at 4% or $26,890 at 6%. |
| STONEGATE SECURITIES, INC. 401K PROFIT SHARING PLAN | - | 14 | $299,848 | $45,175 | $3,227iApproximate average salary by contribution assumption: employee only about $80,670 at 4% or $53,780 at 6%; with 50% employer match about $53,780 at 4% or $35,853 at 6%; with 100% employer match about $40,335 at 4% or $26,890 at 6%. |
| 2001 | 1 | 13 | $0 | $0 | - |
| STONEGATE SECURITIES, INC. 401K PROFIT SHARING PLAN | - | 13 | - | - | - |
| 2000 | 1 | 12 | $0 | $0 | - |
| STONEGATE SECURITIES, INC. 401K PROFIT SHARING PLAN | - | 12 | - | - | - |