Civic Intelligence

Stephenson & Co.

Plan context: Stephenson & Co. Profit Sharing Plan

EIN 76-0442222 • Wharton, TX • 7 filings • 4 plans

1609 Richmond RoadWharton, TX 77488
Current Snapshot

Latest Year

2013

2013 Participants

10

2013 Assets

$316,425

2013 Contributions

$36,945

Historical Graphs

Total Assets Over Time

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

$404,789$202,395$0199920112013YearValue
$316,425Latest year 2013

Participants Over Time

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

1050199920112013YearValue
10Latest year 2013

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
2013110$316,425$36,945$3,695iApproximate average salary by contribution assumption: employee only about $92,363 at 4% or $61,575 at 6%; with 50% employer match about $61,575 at 4% or $41,050 at 6%; with 100% employer match about $46,181 at 4% or $30,788 at 6%.
Stephenson & Co. Profit Sharing Plan-10$316,425$36,945$3,695iApproximate average salary by contribution assumption: employee only about $92,363 at 4% or $61,575 at 6%; with 50% employer match about $61,575 at 4% or $41,050 at 6%; with 100% employer match about $46,181 at 4% or $30,788 at 6%.
2012110$279,233$35,176$3,518iApproximate average salary by contribution assumption: employee only about $87,940 at 4% or $58,627 at 6%; with 50% employer match about $58,627 at 4% or $39,084 at 6%; with 100% employer match about $43,970 at 4% or $29,313 at 6%.
Stephenson & Co. Profit Sharing Plan-10$279,233$35,176$3,518iApproximate average salary by contribution assumption: employee only about $87,940 at 4% or $58,627 at 6%; with 50% employer match about $58,627 at 4% or $39,084 at 6%; with 100% employer match about $43,970 at 4% or $29,313 at 6%.
201118$365,279$33,698$4,212iApproximate average salary by contribution assumption: employee only about $105,306 at 4% or $70,204 at 6%; with 50% employer match about $70,204 at 4% or $46,803 at 6%; with 100% employer match about $52,653 at 4% or $35,102 at 6%.
Stephenson & Co. Profit Sharing Plan-8$365,279$33,698$4,212iApproximate average salary by contribution assumption: employee only about $105,306 at 4% or $70,204 at 6%; with 50% employer match about $70,204 at 4% or $46,803 at 6%; with 100% employer match about $52,653 at 4% or $35,102 at 6%.
201019$404,789$42,023$4,669iApproximate average salary by contribution assumption: employee only about $116,731 at 4% or $77,820 at 6%; with 50% employer match about $77,820 at 4% or $51,880 at 6%; with 100% employer match about $58,365 at 4% or $38,910 at 6%.
Stephenson & Co. Profit Sharing Plan-9$404,789$42,023$4,669iApproximate average salary by contribution assumption: employee only about $116,731 at 4% or $77,820 at 6%; with 50% employer match about $77,820 at 4% or $51,880 at 6%; with 100% employer match about $58,365 at 4% or $38,910 at 6%.
200927$315,566$40,809$5,830iApproximate average salary by contribution assumption: employee only about $145,746 at 4% or $97,164 at 6%; with 50% employer match about $97,164 at 4% or $64,776 at 6%; with 100% employer match about $72,873 at 4% or $48,582 at 6%.
Stephenson & Co. Profit Sharing Plan-7$315,566$40,809$5,830iApproximate average salary by contribution assumption: employee only about $145,746 at 4% or $97,164 at 6%; with 50% employer match about $97,164 at 4% or $64,776 at 6%; with 100% employer match about $72,873 at 4% or $48,582 at 6%.
Stephenson & Co. Profit Sharing Plan-----
199916$76,508$13,471$2,245iApproximate average salary by contribution assumption: employee only about $56,129 at 4% or $37,419 at 6%; with 50% employer match about $37,419 at 4% or $24,946 at 6%; with 100% employer match about $28,065 at 4% or $18,710 at 6%.
Stephenson & Co. Profit Sharing Plan-6$76,508$13,471$2,245iApproximate average salary by contribution assumption: employee only about $56,129 at 4% or $37,419 at 6%; with 50% employer match about $37,419 at 4% or $24,946 at 6%; with 100% employer match about $28,065 at 4% or $18,710 at 6%.