Stewey & Company
Plan context: Stewey & Company Defined Benefit Plan
EIN 76-0694636 • Houston, TX • 17 filings • 3 plans
Current Snapshot
Latest Year
2021
2021 Participants
4
2021 Assets
$2,886,837
2021 Contributions
$250,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| Stewey & Company Defined Benefit Plan | - | 0 | $0 | $0 | - |
| 2020 | 1 | 4 | $2,886,837 | $250,000 | $62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%. |
| Stewey & Company Defined Benefit Plan | - | 4 | $2,886,837 | $250,000 | $62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%. |
| 2019 | 1 | 4 | $2,350,872 | $125,378 | $31,345iApproximate average salary by contribution assumption: employee only about $783,613 at 4% or $522,408 at 6%; with 50% employer match about $522,408 at 4% or $348,272 at 6%; with 100% employer match about $391,806 at 4% or $261,204 at 6%. |
| Stewey & Company Defined Benefit Plan | - | 4 | $2,350,872 | $125,378 | $31,345iApproximate average salary by contribution assumption: employee only about $783,613 at 4% or $522,408 at 6%; with 50% employer match about $522,408 at 4% or $348,272 at 6%; with 100% employer match about $391,806 at 4% or $261,204 at 6%. |
| 2018 | 1 | 4 | $2,029,888 | $100,707 | $25,177iApproximate average salary by contribution assumption: employee only about $629,419 at 4% or $419,613 at 6%; with 50% employer match about $419,613 at 4% or $279,742 at 6%; with 100% employer match about $314,709 at 4% or $209,806 at 6%. |
| Stewey & Company Defined Benefit Plan | - | 4 | $2,029,888 | $100,707 | $25,177iApproximate average salary by contribution assumption: employee only about $629,419 at 4% or $419,613 at 6%; with 50% employer match about $419,613 at 4% or $279,742 at 6%; with 100% employer match about $314,709 at 4% or $209,806 at 6%. |
| 2017 | 1 | 4 | $1,967,210 | $81,000 | $20,250iApproximate average salary by contribution assumption: employee only about $506,250 at 4% or $337,500 at 6%; with 50% employer match about $337,500 at 4% or $225,000 at 6%; with 100% employer match about $253,125 at 4% or $168,750 at 6%. |
| Stewey & Company Defined Benefit Plan | - | 4 | $1,967,210 | $81,000 | $20,250iApproximate average salary by contribution assumption: employee only about $506,250 at 4% or $337,500 at 6%; with 50% employer match about $337,500 at 4% or $225,000 at 6%; with 100% employer match about $253,125 at 4% or $168,750 at 6%. |
| 2016 | 1 | 4 | $1,829,656 | $55,000 | $13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%. |
| Stewey & Company Defined Benefit Plan | - | 4 | $1,829,656 | $55,000 | $13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%. |
| 2015 | 1 | 4 | $1,790,995 | $0 | - |
| Stewey & Company Defined Benefit Plan | - | 4 | $1,790,995 | - | - |
| 2014 | 1 | 4 | $1,794,083 | $192,451 | $48,113iApproximate average salary by contribution assumption: employee only about $1,202,819 at 4% or $801,879 at 6%; with 50% employer match about $801,879 at 4% or $534,586 at 6%; with 100% employer match about $601,409 at 4% or $400,940 at 6%. |
| Stewey & Company Defined Benefit Plan | - | 4 | $1,794,083 | $192,451 | $48,113iApproximate average salary by contribution assumption: employee only about $1,202,819 at 4% or $801,879 at 6%; with 50% employer match about $801,879 at 4% or $534,586 at 6%; with 100% employer match about $601,409 at 4% or $400,940 at 6%. |
| 2013 | 1 | 3 | $1,459,221 | $75,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Stewey & Company Defined Benefit Plan | - | 3 | $1,459,221 | $75,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2012 | 1 | 3 | $1,381,531 | $50,645 | $16,882iApproximate average salary by contribution assumption: employee only about $422,042 at 4% or $281,361 at 6%; with 50% employer match about $281,361 at 4% or $187,574 at 6%; with 100% employer match about $211,021 at 4% or $140,681 at 6%. |
| Stewey & Company Defined Benefit Plan | - | 3 | $1,381,531 | $50,645 | $16,882iApproximate average salary by contribution assumption: employee only about $422,042 at 4% or $281,361 at 6%; with 50% employer match about $281,361 at 4% or $187,574 at 6%; with 100% employer match about $211,021 at 4% or $140,681 at 6%. |
| 2007 | 1 | 0 | $0 | $0 | - |
| STEWEY & COMPANY PROFIT SHARING PLAN | - | 0 | - | - | - |
| 2006 | 1 | 2 | $96,381 | $0 | - |
| STEWEY & COMPANY PROFIT SHARING PLAN | - | 2 | $96,381 | - | - |
| 2005 | 1 | 2 | $92,607 | $0 | - |
| STEWEY & COMPANY PROFIT SHARING PLAN | - | 2 | $92,607 | - | - |
| 2004 | 1 | 2 | $98,765 | $0 | - |
| STEWEY & COMPANY PROFIT SHARING PLAN | - | 2 | $98,765 | - | - |
| 2003 | 1 | 2 | $107,018 | $0 | - |
| STEWEY & COMPANY PROFIT SHARING PLAN | - | 2 | $107,018 | - | - |
| 2002 | 1 | 2 | $80,323 | $0 | - |
| STEWEY & COMPANY PROFIT SHARING PLAN | - | 2 | $80,323 | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| STEWEY & COMPANY MONEY PURCHASE PENSION PLAN | - | 2 | - | - | - |