Civic Intelligence

Thomas J. Stephens & Associates Inc.

Plan context: Stephens & Associates Profit Sharing Plan

EIN 75-2296072 • Richardson, TX • 33 filings • 6 plans

1801 N Glenville Dr Ste 200Richardson, TX 75081-1906
Current Snapshot

Latest Year

2019

2019 Participants

49

2019 Assets

$4,343,175

2019 Contributions

$287,782

Historical Graphs

Total Assets Over Time

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

$12,027,205$6,013,603$0199920092018YearValue
$4,343,175Latest year 2018

Participants Over Time

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

54270199920092018YearValue
49Latest year 2018

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
201910$0$0-
Stephens & Associates Profit Sharing Plan-0$0$0-
2018149$4,343,175$287,782$5,873iApproximate average salary by contribution assumption: employee only about $146,828 at 4% or $97,885 at 6%; with 50% employer match about $97,885 at 4% or $65,257 at 6%; with 100% employer match about $73,414 at 4% or $48,943 at 6%.
Stephens & Associates Profit Sharing Plan-49$4,343,175$287,782$5,873iApproximate average salary by contribution assumption: employee only about $146,828 at 4% or $97,885 at 6%; with 50% employer match about $97,885 at 4% or $65,257 at 6%; with 100% employer match about $73,414 at 4% or $48,943 at 6%.
2017152$5,174,574$360,975$6,942iApproximate average salary by contribution assumption: employee only about $173,546 at 4% or $115,697 at 6%; with 50% employer match about $115,697 at 4% or $77,131 at 6%; with 100% employer match about $86,773 at 4% or $57,849 at 6%.
Stephens & Associates Profit Sharing Plan-52$5,174,574$360,975$6,942iApproximate average salary by contribution assumption: employee only about $173,546 at 4% or $115,697 at 6%; with 50% employer match about $115,697 at 4% or $77,131 at 6%; with 100% employer match about $86,773 at 4% or $57,849 at 6%.
2016254$4,384,742$366,097$6,780iApproximate average salary by contribution assumption: employee only about $169,489 at 4% or $112,993 at 6%; with 50% employer match about $112,993 at 4% or $75,329 at 6%; with 100% employer match about $84,745 at 4% or $56,496 at 6%.
Stephens & Associates Profit Sharing Plan-54$4,384,742$366,097$6,780iApproximate average salary by contribution assumption: employee only about $169,489 at 4% or $112,993 at 6%; with 50% employer match about $112,993 at 4% or $75,329 at 6%; with 100% employer match about $84,745 at 4% or $56,496 at 6%.
THOMAS J. STEPHENS & ASSOCIATES, INC. DEFINED-0$0$0-
2015249$12,027,205$1,281,461$26,152iApproximate average salary by contribution assumption: employee only about $653,807 at 4% or $435,871 at 6%; with 50% employer match about $435,871 at 4% or $290,581 at 6%; with 100% employer match about $326,903 at 4% or $217,936 at 6%.
THOMAS J. STEPHENS & ASSOCIATES, INC. DEFINED BENEFIT PLAN-48$8,171,765$948,386$19,758iApproximate average salary by contribution assumption: employee only about $493,951 at 4% or $329,301 at 6%; with 50% employer match about $329,301 at 4% or $219,534 at 6%; with 100% employer match about $246,976 at 4% or $164,650 at 6%.
Stephens & Associates Profit Sharing Plan-49$3,855,440$333,075$6,797iApproximate average salary by contribution assumption: employee only about $169,936 at 4% or $113,291 at 6%; with 50% employer match about $113,291 at 4% or $75,527 at 6%; with 100% employer match about $84,968 at 4% or $56,645 at 6%.
2014249$11,425,616$1,082,879$22,100iApproximate average salary by contribution assumption: employee only about $552,489 at 4% or $368,326 at 6%; with 50% employer match about $368,326 at 4% or $245,551 at 6%; with 100% employer match about $276,245 at 4% or $184,163 at 6%.
THOMAS J. STEPHENS & ASSOCIATES, INC. DEFINED BENEFIT PLAN-39$7,029,129$762,708$19,557iApproximate average salary by contribution assumption: employee only about $488,915 at 4% or $325,944 at 6%; with 50% employer match about $325,944 at 4% or $217,296 at 6%; with 100% employer match about $244,458 at 4% or $162,972 at 6%.
Stephens & Associates Profit Sharing Plan-49$4,396,487$320,171$6,534iApproximate average salary by contribution assumption: employee only about $163,353 at 4% or $108,902 at 6%; with 50% employer match about $108,902 at 4% or $72,601 at 6%; with 100% employer match about $81,676 at 4% or $54,451 at 6%.
2013254$10,202,964$1,125,544$20,843iApproximate average salary by contribution assumption: employee only about $521,085 at 4% or $347,390 at 6%; with 50% employer match about $347,390 at 4% or $231,593 at 6%; with 100% employer match about $260,543 at 4% or $173,695 at 6%.
THOMAS J. STEPHENS & ASSOCIATES, INC. DEFINED BENEFIT PLAN-29$6,193,045$819,776$28,268iApproximate average salary by contribution assumption: employee only about $706,703 at 4% or $471,136 at 6%; with 50% employer match about $471,136 at 4% or $314,090 at 6%; with 100% employer match about $353,352 at 4% or $235,568 at 6%.
Stephens & Associates Profit Sharing Plan-54$4,009,919$305,768$5,662iApproximate average salary by contribution assumption: employee only about $141,559 at 4% or $94,373 at 6%; with 50% employer match about $94,373 at 4% or $62,915 at 6%; with 100% employer match about $70,780 at 4% or $47,186 at 6%.
2012247$8,621,236$964,661$20,525iApproximate average salary by contribution assumption: employee only about $513,118 at 4% or $342,078 at 6%; with 50% employer match about $342,078 at 4% or $228,052 at 6%; with 100% employer match about $256,559 at 4% or $171,039 at 6%.
THOMAS J. STEPHENS & ASSOCIATES, INC. DEFINED BENEFIT PLAN-26$5,243,417$699,904$26,919iApproximate average salary by contribution assumption: employee only about $672,985 at 4% or $448,656 at 6%; with 50% employer match about $448,656 at 4% or $299,104 at 6%; with 100% employer match about $336,492 at 4% or $224,328 at 6%.
Stephens & Associates Profit Sharing Plan-47$3,377,819$264,757$5,633iApproximate average salary by contribution assumption: employee only about $140,828 at 4% or $93,885 at 6%; with 50% employer match about $93,885 at 4% or $62,590 at 6%; with 100% employer match about $70,414 at 4% or $46,943 at 6%.
2011242$7,173,878$933,596$22,228iApproximate average salary by contribution assumption: employee only about $555,712 at 4% or $370,475 at 6%; with 50% employer match about $370,475 at 4% or $246,983 at 6%; with 100% employer match about $277,856 at 4% or $185,237 at 6%.
THOMAS J. STEPHENS & ASSOCIATES, INC. DEFINED BENEFIT PLAN-27$4,413,765$704,943$26,109iApproximate average salary by contribution assumption: employee only about $652,725 at 4% or $435,150 at 6%; with 50% employer match about $435,150 at 4% or $290,100 at 6%; with 100% employer match about $326,363 at 4% or $217,575 at 6%.
Stephens & Associates Profit Sharing Plan-42$2,760,113$228,653$5,444iApproximate average salary by contribution assumption: employee only about $136,103 at 4% or $90,735 at 6%; with 50% employer match about $90,735 at 4% or $60,490 at 6%; with 100% employer match about $68,051 at 4% or $45,368 at 6%.
2010245$6,325,818$884,417$19,654iApproximate average salary by contribution assumption: employee only about $491,343 at 4% or $327,562 at 6%; with 50% employer match about $327,562 at 4% or $218,375 at 6%; with 100% employer match about $245,671 at 4% or $163,781 at 6%.
THOMAS J. STEPHENS & ASSOCIATES, INC. DEFINED BENEFIT PLAN-29$3,608,200$666,769$22,992iApproximate average salary by contribution assumption: employee only about $574,801 at 4% or $383,201 at 6%; with 50% employer match about $383,201 at 4% or $255,467 at 6%; with 100% employer match about $287,400 at 4% or $191,600 at 6%.
Stephens & Associates Profit Sharing Plan-45$2,717,618$217,648$4,837iApproximate average salary by contribution assumption: employee only about $120,916 at 4% or $80,610 at 6%; with 50% employer match about $80,610 at 4% or $53,740 at 6%; with 100% employer match about $60,458 at 4% or $40,305 at 6%.
2009245$5,165,609$868,823$19,307iApproximate average salary by contribution assumption: employee only about $482,679 at 4% or $321,786 at 6%; with 50% employer match about $321,786 at 4% or $214,524 at 6%; with 100% employer match about $241,340 at 4% or $160,893 at 6%.
THOMAS J. STEPHENS & ASSOCIATES, INC. DEFINED BENEFIT PLAN-27$2,925,956$683,646$25,320iApproximate average salary by contribution assumption: employee only about $633,006 at 4% or $422,004 at 6%; with 50% employer match about $422,004 at 4% or $281,336 at 6%; with 100% employer match about $316,503 at 4% or $211,002 at 6%.
Stephens & Associates Profit Sharing Plan-45$2,239,653$185,177$4,115iApproximate average salary by contribution assumption: employee only about $102,876 at 4% or $68,584 at 6%; with 50% employer match about $68,584 at 4% or $45,723 at 6%; with 100% employer match about $51,438 at 4% or $34,292 at 6%.
2008237$1,712,382$233,840$6,320iApproximate average salary by contribution assumption: employee only about $158,000 at 4% or $105,333 at 6%; with 50% employer match about $105,333 at 4% or $70,222 at 6%; with 100% employer match about $79,000 at 4% or $52,667 at 6%.
Stephens & Associates Profit Sharing Plan-37$1,712,382$233,840$6,320iApproximate average salary by contribution assumption: employee only about $158,000 at 4% or $105,333 at 6%; with 50% employer match about $105,333 at 4% or $70,222 at 6%; with 100% employer match about $79,000 at 4% or $52,667 at 6%.
THOMAS J. STEPHENS & ASSOCIATES, INC. DEFINED BENEFIT PLAN-19---
2007236$2,215,786$211,159$5,866iApproximate average salary by contribution assumption: employee only about $146,638 at 4% or $97,759 at 6%; with 50% employer match about $97,759 at 4% or $65,173 at 6%; with 100% employer match about $73,319 at 4% or $48,879 at 6%.
Stephens & Associates Profit Sharing Plan-36$2,215,786$211,159$5,866iApproximate average salary by contribution assumption: employee only about $146,638 at 4% or $97,759 at 6%; with 50% employer match about $97,759 at 4% or $65,173 at 6%; with 100% employer match about $73,319 at 4% or $48,879 at 6%.
THOMAS J. STEPHENS & ASSOCIATES, INC. DEFINED BENEFIT PLAN-12---
2006242$2,439,115$188,474$4,487iApproximate average salary by contribution assumption: employee only about $112,187 at 4% or $74,791 at 6%; with 50% employer match about $74,791 at 4% or $49,861 at 6%; with 100% employer match about $56,093 at 4% or $37,396 at 6%.
Stephens & Associates Profit Sharing Plan-42$2,439,115$188,474$4,487iApproximate average salary by contribution assumption: employee only about $112,187 at 4% or $74,791 at 6%; with 50% employer match about $74,791 at 4% or $49,861 at 6%; with 100% employer match about $56,093 at 4% or $37,396 at 6%.
THOMAS J. STEPHENS & ASSOCIATES, INC. DEFINED BENEFIT PLAN-15---
2005244$2,099,712$56,706$1,289iApproximate average salary by contribution assumption: employee only about $32,219 at 4% or $21,480 at 6%; with 50% employer match about $21,480 at 4% or $14,320 at 6%; with 100% employer match about $16,110 at 4% or $10,740 at 6%.
Stephens & Associates Profit Sharing Plan-44$2,099,712$56,706$1,289iApproximate average salary by contribution assumption: employee only about $32,219 at 4% or $21,480 at 6%; with 50% employer match about $21,480 at 4% or $14,320 at 6%; with 100% employer match about $16,110 at 4% or $10,740 at 6%.
THOMAS J. STEPHENS & ASSOCIATES, INC. DEFINED BENEFIT PLAN-10---
2004140$1,944,942$339,147$8,479iApproximate average salary by contribution assumption: employee only about $211,967 at 4% or $141,311 at 6%; with 50% employer match about $141,311 at 4% or $94,208 at 6%; with 100% employer match about $105,983 at 4% or $70,656 at 6%.
Stephens & Associates Profit Sharing Plan-40$1,944,942$339,147$8,479iApproximate average salary by contribution assumption: employee only about $211,967 at 4% or $141,311 at 6%; with 50% employer match about $141,311 at 4% or $94,208 at 6%; with 100% employer match about $105,983 at 4% or $70,656 at 6%.
2003135$1,474,747$318,057$9,087iApproximate average salary by contribution assumption: employee only about $227,184 at 4% or $151,456 at 6%; with 50% employer match about $151,456 at 4% or $100,970 at 6%; with 100% employer match about $113,592 at 4% or $75,728 at 6%.
Stephens & Associates Profit Sharing Plan-35$1,474,747$318,057$9,087iApproximate average salary by contribution assumption: employee only about $227,184 at 4% or $151,456 at 6%; with 50% employer match about $151,456 at 4% or $100,970 at 6%; with 100% employer match about $113,592 at 4% or $75,728 at 6%.
2002133$1,064,162$242,777$7,357iApproximate average salary by contribution assumption: employee only about $183,922 at 4% or $122,615 at 6%; with 50% employer match about $122,615 at 4% or $81,743 at 6%; with 100% employer match about $91,961 at 4% or $61,307 at 6%.
Stephens & Associates Profit Sharing Plan-33$1,064,162$242,777$7,357iApproximate average salary by contribution assumption: employee only about $183,922 at 4% or $122,615 at 6%; with 50% employer match about $122,615 at 4% or $81,743 at 6%; with 100% employer match about $91,961 at 4% or $61,307 at 6%.
2001139$932,484$163,001$4,180iApproximate average salary by contribution assumption: employee only about $104,488 at 4% or $69,659 at 6%; with 50% employer match about $69,659 at 4% or $46,439 at 6%; with 100% employer match about $52,244 at 4% or $34,829 at 6%.
Stephens & Associates Profit Sharing Plan-39$932,484$163,001$4,180iApproximate average salary by contribution assumption: employee only about $104,488 at 4% or $69,659 at 6%; with 50% employer match about $69,659 at 4% or $46,439 at 6%; with 100% employer match about $52,244 at 4% or $34,829 at 6%.
2000135$0$0-
Stephens & Associates Profit Sharing Plan-35---
1999136$746,229$182,666$5,074iApproximate average salary by contribution assumption: employee only about $126,851 at 4% or $84,568 at 6%; with 50% employer match about $84,568 at 4% or $56,378 at 6%; with 100% employer match about $63,426 at 4% or $42,284 at 6%.
Stephens & Associates Profit Sharing Plan-36$746,229$182,666$5,074iApproximate average salary by contribution assumption: employee only about $126,851 at 4% or $84,568 at 6%; with 50% employer match about $84,568 at 4% or $56,378 at 6%; with 100% employer match about $63,426 at 4% or $42,284 at 6%.