Civic Intelligence

Thomas Stephen & Co. LLP

Plan context: Thomas Stephen & Co. LLP 401(K) Plan & Trust

EIN 75-2805390 • Dallas, TX • 14 filings • 3 plans

3300 Oak Lawn Ave.Suite 650Dallas, TX 75219
Current Snapshot

Latest Year

2022

2022 Participants

10

2022 Assets

$391,657

2022 Contributions

$71,167

Historical Graphs

Total Assets Over Time

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

$688,203$344,102$0200920162022YearValue
$391,657Latest year 2022

Participants Over Time

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

41210200920162022YearValue
10Latest year 2022

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
2022110$391,657$71,167$7,117iApproximate average salary by contribution assumption: employee only about $177,918 at 4% or $118,612 at 6%; with 50% employer match about $118,612 at 4% or $79,074 at 6%; with 100% employer match about $88,959 at 4% or $59,306 at 6%.
Thomas Stephen & Co. LLP 401(K) Plan & Trust-10$391,657$71,167$7,117iApproximate average salary by contribution assumption: employee only about $177,918 at 4% or $118,612 at 6%; with 50% employer match about $118,612 at 4% or $79,074 at 6%; with 100% employer match about $88,959 at 4% or $59,306 at 6%.
202117$387,147$35,317$5,045iApproximate average salary by contribution assumption: employee only about $126,132 at 4% or $84,088 at 6%; with 50% employer match about $84,088 at 4% or $56,059 at 6%; with 100% employer match about $63,066 at 4% or $42,044 at 6%.
Thomas Stephen & Co. LLP 401(K) Plan & Trust-7$387,147$35,317$5,045iApproximate average salary by contribution assumption: employee only about $126,132 at 4% or $84,088 at 6%; with 50% employer match about $84,088 at 4% or $56,059 at 6%; with 100% employer match about $63,066 at 4% or $42,044 at 6%.
202017$688,203$36,077$5,154iApproximate average salary by contribution assumption: employee only about $128,846 at 4% or $85,898 at 6%; with 50% employer match about $85,898 at 4% or $57,265 at 6%; with 100% employer match about $64,423 at 4% or $42,949 at 6%.
Thomas Stephen & Co. LLP 401(K) Plan & Trust-7$688,203$36,077$5,154iApproximate average salary by contribution assumption: employee only about $128,846 at 4% or $85,898 at 6%; with 50% employer match about $85,898 at 4% or $57,265 at 6%; with 100% employer match about $64,423 at 4% or $42,949 at 6%.
201918$567,094$35,436$4,430iApproximate average salary by contribution assumption: employee only about $110,738 at 4% or $73,825 at 6%; with 50% employer match about $73,825 at 4% or $49,217 at 6%; with 100% employer match about $55,369 at 4% or $36,913 at 6%.
Thomas Stephen & Co. LLP 401(K) Plan & Trust-8$567,094$35,436$4,430iApproximate average salary by contribution assumption: employee only about $110,738 at 4% or $73,825 at 6%; with 50% employer match about $73,825 at 4% or $49,217 at 6%; with 100% employer match about $55,369 at 4% or $36,913 at 6%.
2018111$456,461$40,476$3,680iApproximate average salary by contribution assumption: employee only about $91,991 at 4% or $61,327 at 6%; with 50% employer match about $61,327 at 4% or $40,885 at 6%; with 100% employer match about $45,995 at 4% or $30,664 at 6%.
Thomas Stephen & Co. LLP 401(K) Plan & Trust-11$456,461$40,476$3,680iApproximate average salary by contribution assumption: employee only about $91,991 at 4% or $61,327 at 6%; with 50% employer match about $61,327 at 4% or $40,885 at 6%; with 100% employer match about $45,995 at 4% or $30,664 at 6%.
2017111$438,962$36,290$3,299iApproximate average salary by contribution assumption: employee only about $82,477 at 4% or $54,985 at 6%; with 50% employer match about $54,985 at 4% or $36,657 at 6%; with 100% employer match about $41,239 at 4% or $27,492 at 6%.
Thomas Stephen & Co. LLP 401(K) Plan & Trust-11$438,962$36,290$3,299iApproximate average salary by contribution assumption: employee only about $82,477 at 4% or $54,985 at 6%; with 50% employer match about $54,985 at 4% or $36,657 at 6%; with 100% employer match about $41,239 at 4% or $27,492 at 6%.
2016110$352,325$54,750$5,475iApproximate average salary by contribution assumption: employee only about $136,875 at 4% or $91,250 at 6%; with 50% employer match about $91,250 at 4% or $60,833 at 6%; with 100% employer match about $68,438 at 4% or $45,625 at 6%.
Thomas Stephen & Co. LLP 401(K) Plan & Trust-10$352,325$54,750$5,475iApproximate average salary by contribution assumption: employee only about $136,875 at 4% or $91,250 at 6%; with 50% employer match about $91,250 at 4% or $60,833 at 6%; with 100% employer match about $68,438 at 4% or $45,625 at 6%.
2015112$294,767$4,239$353iApproximate average salary by contribution assumption: employee only about $8,831 at 4% or $5,888 at 6%; with 50% employer match about $5,888 at 4% or $3,925 at 6%; with 100% employer match about $4,416 at 4% or $2,944 at 6%.
Thomas Stephen & Co. LLP 401(K) Plan & Trust-12$294,767$4,239$353iApproximate average salary by contribution assumption: employee only about $8,831 at 4% or $5,888 at 6%; with 50% employer match about $5,888 at 4% or $3,925 at 6%; with 100% employer match about $4,416 at 4% or $2,944 at 6%.
2014124$429,950$50,661$2,111iApproximate average salary by contribution assumption: employee only about $52,772 at 4% or $35,181 at 6%; with 50% employer match about $35,181 at 4% or $23,454 at 6%; with 100% employer match about $26,386 at 4% or $17,591 at 6%.
Thomas Stephen & Co. LLP 401(K) Plan & Trust-24$429,950$50,661$2,111iApproximate average salary by contribution assumption: employee only about $52,772 at 4% or $35,181 at 6%; with 50% employer match about $35,181 at 4% or $23,454 at 6%; with 100% employer match about $26,386 at 4% or $17,591 at 6%.
2013123$612,955$92,480$4,021iApproximate average salary by contribution assumption: employee only about $100,522 at 4% or $67,014 at 6%; with 50% employer match about $67,014 at 4% or $44,676 at 6%; with 100% employer match about $50,261 at 4% or $33,507 at 6%.
Thomas Stephen & Co. LLP 401(K) Plan & Trust-23$612,955$92,480$4,021iApproximate average salary by contribution assumption: employee only about $100,522 at 4% or $67,014 at 6%; with 50% employer match about $67,014 at 4% or $44,676 at 6%; with 100% employer match about $50,261 at 4% or $33,507 at 6%.
2012122$432,995$34,062$1,548iApproximate average salary by contribution assumption: employee only about $38,707 at 4% or $25,805 at 6%; with 50% employer match about $25,805 at 4% or $17,203 at 6%; with 100% employer match about $19,353 at 4% or $12,902 at 6%.
Thomas Stephen & Co. LLP 401(K) Plan & Trust-22$432,995$34,062$1,548iApproximate average salary by contribution assumption: employee only about $38,707 at 4% or $25,805 at 6%; with 50% employer match about $25,805 at 4% or $17,203 at 6%; with 100% employer match about $19,353 at 4% or $12,902 at 6%.
2011123$376,385$77,606$3,374iApproximate average salary by contribution assumption: employee only about $84,354 at 4% or $56,236 at 6%; with 50% employer match about $56,236 at 4% or $37,491 at 6%; with 100% employer match about $42,177 at 4% or $28,118 at 6%.
Thomas Stephen & Co. LLP 401(K) Plan & Trust-23$376,385$77,606$3,374iApproximate average salary by contribution assumption: employee only about $84,354 at 4% or $56,236 at 6%; with 50% employer match about $56,236 at 4% or $37,491 at 6%; with 100% employer match about $42,177 at 4% or $28,118 at 6%.
2010126$360,649$104,008$4,000iApproximate average salary by contribution assumption: employee only about $100,008 at 4% or $66,672 at 6%; with 50% employer match about $66,672 at 4% or $44,448 at 6%; with 100% employer match about $50,004 at 4% or $33,336 at 6%.
Thomas Stephen & Co. LLP 401(K) Plan & Trust-26$360,649$104,008$4,000iApproximate average salary by contribution assumption: employee only about $100,008 at 4% or $66,672 at 6%; with 50% employer match about $66,672 at 4% or $44,448 at 6%; with 100% employer match about $50,004 at 4% or $33,336 at 6%.
2009141$328,692$290,635$7,089iApproximate average salary by contribution assumption: employee only about $177,216 at 4% or $118,144 at 6%; with 50% employer match about $118,144 at 4% or $78,763 at 6%; with 100% employer match about $88,608 at 4% or $59,072 at 6%.
Thomas Stephen & Co. LLP 401(K) Plan & Trust-41$328,692$290,635$7,089iApproximate average salary by contribution assumption: employee only about $177,216 at 4% or $118,144 at 6%; with 50% employer match about $118,144 at 4% or $78,763 at 6%; with 100% employer match about $88,608 at 4% or $59,072 at 6%.