Civic Intelligence

Stetson and Associates Inc.

Plan context: Stetson and Associates Inc. 401(K) Plan

EIN 76-0455652 • Houston, TX • 19 filings • 3 plans

14343 Torrey Chase Blvd. Suite GHouston, TX 77014
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$402,778

2024 Contributions

$67,835

Historical Graphs

Total Assets Over Time

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

$1,131,301$565,651$0200620162024YearValue
$402,778Latest year 2024

Participants Over Time

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

19100200620152024YearValue
9Latest year 2024

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
202419$402,778$67,835$7,537iApproximate average salary by contribution assumption: employee only about $188,431 at 4% or $125,620 at 6%; with 50% employer match about $125,620 at 4% or $83,747 at 6%; with 100% employer match about $94,215 at 4% or $62,810 at 6%.
Stetson and Associates Inc. 401(K) Plan-9$402,778$67,835$7,537iApproximate average salary by contribution assumption: employee only about $188,431 at 4% or $125,620 at 6%; with 50% employer match about $125,620 at 4% or $83,747 at 6%; with 100% employer match about $94,215 at 4% or $62,810 at 6%.
2023110$721,936$59,157$5,916iApproximate average salary by contribution assumption: employee only about $147,893 at 4% or $98,595 at 6%; with 50% employer match about $98,595 at 4% or $65,730 at 6%; with 100% employer match about $73,946 at 4% or $49,298 at 6%.
Stetson and Associates Inc. 401(K) Plan-10$721,936$59,157$5,916iApproximate average salary by contribution assumption: employee only about $147,893 at 4% or $98,595 at 6%; with 50% employer match about $98,595 at 4% or $65,730 at 6%; with 100% employer match about $73,946 at 4% or $49,298 at 6%.
2022110$888,546$73,721$7,372iApproximate average salary by contribution assumption: employee only about $184,303 at 4% or $122,868 at 6%; with 50% employer match about $122,868 at 4% or $81,912 at 6%; with 100% employer match about $92,151 at 4% or $61,434 at 6%.
Stetson and Associates Inc. 401(K) Plan-10$888,546$73,721$7,372iApproximate average salary by contribution assumption: employee only about $184,303 at 4% or $122,868 at 6%; with 50% employer match about $122,868 at 4% or $81,912 at 6%; with 100% employer match about $92,151 at 4% or $61,434 at 6%.
2021110$1,095,076$71,364$7,136iApproximate average salary by contribution assumption: employee only about $178,410 at 4% or $118,940 at 6%; with 50% employer match about $118,940 at 4% or $79,293 at 6%; with 100% employer match about $89,205 at 4% or $59,470 at 6%.
Stetson and Associates Inc. 401(K) Plan-10$1,095,076$71,364$7,136iApproximate average salary by contribution assumption: employee only about $178,410 at 4% or $118,940 at 6%; with 50% employer match about $118,940 at 4% or $79,293 at 6%; with 100% employer match about $89,205 at 4% or $59,470 at 6%.
2020112$1,131,301$83,642$6,970iApproximate average salary by contribution assumption: employee only about $174,254 at 4% or $116,169 at 6%; with 50% employer match about $116,169 at 4% or $77,446 at 6%; with 100% employer match about $87,127 at 4% or $58,085 at 6%.
Stetson and Associates Inc. 401(K) Plan-12$1,131,301$83,642$6,970iApproximate average salary by contribution assumption: employee only about $174,254 at 4% or $116,169 at 6%; with 50% employer match about $116,169 at 4% or $77,446 at 6%; with 100% employer match about $87,127 at 4% or $58,085 at 6%.
2019111$1,018,162$81,225$7,384iApproximate average salary by contribution assumption: employee only about $184,602 at 4% or $123,068 at 6%; with 50% employer match about $123,068 at 4% or $82,045 at 6%; with 100% employer match about $92,301 at 4% or $61,534 at 6%.
Stetson and Associates Inc. 401(K) Plan-11$1,018,162$81,225$7,384iApproximate average salary by contribution assumption: employee only about $184,602 at 4% or $123,068 at 6%; with 50% employer match about $123,068 at 4% or $82,045 at 6%; with 100% employer match about $92,301 at 4% or $61,534 at 6%.
2018113$932,087$63,772$4,906iApproximate average salary by contribution assumption: employee only about $122,638 at 4% or $81,759 at 6%; with 50% employer match about $81,759 at 4% or $54,506 at 6%; with 100% employer match about $61,319 at 4% or $40,879 at 6%.
Stetson and Associates Inc. 401(K) Plan-13$932,087$63,772$4,906iApproximate average salary by contribution assumption: employee only about $122,638 at 4% or $81,759 at 6%; with 50% employer match about $81,759 at 4% or $54,506 at 6%; with 100% employer match about $61,319 at 4% or $40,879 at 6%.
2017113$988,937$49,389$3,799iApproximate average salary by contribution assumption: employee only about $94,979 at 4% or $63,319 at 6%; with 50% employer match about $63,319 at 4% or $42,213 at 6%; with 100% employer match about $47,489 at 4% or $31,660 at 6%.
Stetson and Associates Inc. 401(K) Plan-13$988,937$49,389$3,799iApproximate average salary by contribution assumption: employee only about $94,979 at 4% or $63,319 at 6%; with 50% employer match about $63,319 at 4% or $42,213 at 6%; with 100% employer match about $47,489 at 4% or $31,660 at 6%.
2016113$841,414$69,316$5,332iApproximate average salary by contribution assumption: employee only about $133,300 at 4% or $88,867 at 6%; with 50% employer match about $88,867 at 4% or $59,244 at 6%; with 100% employer match about $66,650 at 4% or $44,433 at 6%.
Stetson and Associates Inc. 401(K) Plan-13$841,414$69,316$5,332iApproximate average salary by contribution assumption: employee only about $133,300 at 4% or $88,867 at 6%; with 50% employer match about $88,867 at 4% or $59,244 at 6%; with 100% employer match about $66,650 at 4% or $44,433 at 6%.
2015115$826,660$71,867$4,791iApproximate average salary by contribution assumption: employee only about $119,778 at 4% or $79,852 at 6%; with 50% employer match about $79,852 at 4% or $53,235 at 6%; with 100% employer match about $59,889 at 4% or $39,926 at 6%.
Stetson and Associates Inc. 401(K) Plan-15$826,660$71,867$4,791iApproximate average salary by contribution assumption: employee only about $119,778 at 4% or $79,852 at 6%; with 50% employer match about $79,852 at 4% or $53,235 at 6%; with 100% employer match about $59,889 at 4% or $39,926 at 6%.
2014116$946,020$96,764$6,048iApproximate average salary by contribution assumption: employee only about $151,194 at 4% or $100,796 at 6%; with 50% employer match about $100,796 at 4% or $67,197 at 6%; with 100% employer match about $75,597 at 4% or $50,398 at 6%.
Stetson and Associates Inc. 401(K) Plan-16$946,020$96,764$6,048iApproximate average salary by contribution assumption: employee only about $151,194 at 4% or $100,796 at 6%; with 50% employer match about $100,796 at 4% or $67,197 at 6%; with 100% employer match about $75,597 at 4% or $50,398 at 6%.
2013117$824,229$83,197$4,894iApproximate average salary by contribution assumption: employee only about $122,349 at 4% or $81,566 at 6%; with 50% employer match about $81,566 at 4% or $54,377 at 6%; with 100% employer match about $61,174 at 4% or $40,783 at 6%.
Stetson and Associates Inc. 401(K) Plan-17$824,229$83,197$4,894iApproximate average salary by contribution assumption: employee only about $122,349 at 4% or $81,566 at 6%; with 50% employer match about $81,566 at 4% or $54,377 at 6%; with 100% employer match about $61,174 at 4% or $40,783 at 6%.
2012118$708,518$75,834$4,213iApproximate average salary by contribution assumption: employee only about $105,325 at 4% or $70,217 at 6%; with 50% employer match about $70,217 at 4% or $46,811 at 6%; with 100% employer match about $52,663 at 4% or $35,108 at 6%.
Stetson and Associates Inc. 401(K) Plan-18$708,518$75,834$4,213iApproximate average salary by contribution assumption: employee only about $105,325 at 4% or $70,217 at 6%; with 50% employer match about $70,217 at 4% or $46,811 at 6%; with 100% employer match about $52,663 at 4% or $35,108 at 6%.
2011119$575,557$159,183$8,378iApproximate average salary by contribution assumption: employee only about $209,451 at 4% or $139,634 at 6%; with 50% employer match about $139,634 at 4% or $93,089 at 6%; with 100% employer match about $104,726 at 4% or $69,817 at 6%.
Stetson and Associates Inc. 401(K) Plan-19$575,557$159,183$8,378iApproximate average salary by contribution assumption: employee only about $209,451 at 4% or $139,634 at 6%; with 50% employer match about $139,634 at 4% or $93,089 at 6%; with 100% employer match about $104,726 at 4% or $69,817 at 6%.
2010117$455,154$136,582$8,034iApproximate average salary by contribution assumption: employee only about $200,856 at 4% or $133,904 at 6%; with 50% employer match about $133,904 at 4% or $89,269 at 6%; with 100% employer match about $100,428 at 4% or $66,952 at 6%.
Stetson and Associates Inc. 401(K) Plan-17$455,154$136,582$8,034iApproximate average salary by contribution assumption: employee only about $200,856 at 4% or $133,904 at 6%; with 50% employer match about $133,904 at 4% or $89,269 at 6%; with 100% employer match about $100,428 at 4% or $66,952 at 6%.
2009113$265,435$90,066$6,928iApproximate average salary by contribution assumption: employee only about $173,204 at 4% or $115,469 at 6%; with 50% employer match about $115,469 at 4% or $76,979 at 6%; with 100% employer match about $86,602 at 4% or $57,735 at 6%.
Stetson and Associates Inc. 401(K) Plan-13$265,435$90,066$6,928iApproximate average salary by contribution assumption: employee only about $173,204 at 4% or $115,469 at 6%; with 50% employer match about $115,469 at 4% or $76,979 at 6%; with 100% employer match about $86,602 at 4% or $57,735 at 6%.
2008113$120,615$79,651$6,127iApproximate average salary by contribution assumption: employee only about $153,175 at 4% or $102,117 at 6%; with 50% employer match about $102,117 at 4% or $68,078 at 6%; with 100% employer match about $76,588 at 4% or $51,058 at 6%.
Stetson and Associates Inc. 401(K) Plan-13$120,615$79,651$6,127iApproximate average salary by contribution assumption: employee only about $153,175 at 4% or $102,117 at 6%; with 50% employer match about $102,117 at 4% or $68,078 at 6%; with 100% employer match about $76,588 at 4% or $51,058 at 6%.
2007118$0$0-
Stetson and Associates Inc. 401(K) Plan-18---
2006119$60,291$60,504$3,184iApproximate average salary by contribution assumption: employee only about $79,611 at 4% or $53,074 at 6%; with 50% employer match about $53,074 at 4% or $35,382 at 6%; with 100% employer match about $39,805 at 4% or $26,537 at 6%.
Stetson and Associates Inc. 401(K) Plan-19$60,291$60,504$3,184iApproximate average salary by contribution assumption: employee only about $79,611 at 4% or $53,074 at 6%; with 50% employer match about $53,074 at 4% or $35,382 at 6%; with 100% employer match about $39,805 at 4% or $26,537 at 6%.