Civic Intelligence

Stephenson Investments Inc.

Plan context: Stephenson Custom Builders Inc. Profit Sharing Plan

EIN 75-2132942 • 11 filings • 1 plans

Current Snapshot

Latest Year

2010

2010 Participants

4

2010 Assets

$654,037

2010 Contributions

$84,000

Historical Graphs

Total Assets Over Time

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

$654,037$327,019$0200320062009YearValue
$654,037Latest year 2009

Participants Over Time

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

630200020052009YearValue
4Latest year 2009

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
201010$0$0-
Stephenson Custom Builders Inc. Profit Sharing Plan-0---
200914$654,037$0-
Stephenson Custom Builders Inc. Profit Sharing Plan-4$654,037--
200814$501,989$84,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
Stephenson Custom Builders Inc. Profit Sharing Plan-4$501,989$84,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
200715$0$0-
Stephenson Custom Builders Inc. Profit Sharing Plan-5---
200616$559,272$125,822$20,970iApproximate average salary by contribution assumption: employee only about $524,258 at 4% or $349,506 at 6%; with 50% employer match about $349,506 at 4% or $233,004 at 6%; with 100% employer match about $262,129 at 4% or $174,753 at 6%.
Stephenson Custom Builders Inc. Profit Sharing Plan-6$559,272$125,822$20,970iApproximate average salary by contribution assumption: employee only about $524,258 at 4% or $349,506 at 6%; with 50% employer match about $349,506 at 4% or $233,004 at 6%; with 100% employer match about $262,129 at 4% or $174,753 at 6%.
200515$410,671$49,930$9,986iApproximate average salary by contribution assumption: employee only about $249,650 at 4% or $166,433 at 6%; with 50% employer match about $166,433 at 4% or $110,956 at 6%; with 100% employer match about $124,825 at 4% or $83,217 at 6%.
Stephenson Custom Builders Inc. Profit Sharing Plan-5$410,671$49,930$9,986iApproximate average salary by contribution assumption: employee only about $249,650 at 4% or $166,433 at 6%; with 50% employer match about $166,433 at 4% or $110,956 at 6%; with 100% employer match about $124,825 at 4% or $83,217 at 6%.
200414$333,030$59,008$14,752iApproximate average salary by contribution assumption: employee only about $368,800 at 4% or $245,867 at 6%; with 50% employer match about $245,867 at 4% or $163,911 at 6%; with 100% employer match about $184,400 at 4% or $122,933 at 6%.
Stephenson Custom Builders Inc. Profit Sharing Plan-4$333,030$59,008$14,752iApproximate average salary by contribution assumption: employee only about $368,800 at 4% or $245,867 at 6%; with 50% employer match about $245,867 at 4% or $163,911 at 6%; with 100% employer match about $184,400 at 4% or $122,933 at 6%.
200315$277,288$62,811$12,562iApproximate average salary by contribution assumption: employee only about $314,055 at 4% or $209,370 at 6%; with 50% employer match about $209,370 at 4% or $139,580 at 6%; with 100% employer match about $157,028 at 4% or $104,685 at 6%.
Stephenson Custom Builders Inc. Profit Sharing Plan-5$277,288$62,811$12,562iApproximate average salary by contribution assumption: employee only about $314,055 at 4% or $209,370 at 6%; with 50% employer match about $209,370 at 4% or $139,580 at 6%; with 100% employer match about $157,028 at 4% or $104,685 at 6%.
200215$0$0-
Stephenson Custom Builders Inc. Profit Sharing Plan-5---
200115$0$0-
Stephenson Custom Builders Inc. Profit Sharing Plan-5---
200015$0$0-
Stephenson Custom Builders Inc. Profit Sharing Plan-5---