Civic Intelligence

The Stephenz Group

Plan context: The Stephenz Group Profit Sharing 401K Plan

EIN 77-0045067 • Santa Rosa, CA • 26 filings • 4 plans

1212 4th Street,Santa Rosa, CA 95404
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$602,002

2024 Contributions

$95,169

Historical Graphs

Total Assets Over Time

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

$1,715,703$857,852$0199920122023YearValue
$602,002Latest year 2023

Participants Over Time

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

32160199920112023YearValue
12Latest year 2023

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
202410$0$0-
The Stephenz Group Profit Sharing 401K Plan-0$0$0-
2023112$602,002$0-
The Stephenz Group Profit Sharing 401K Plan-12$602,002$0-
2022114$770,036$0-
The Stephenz Group Profit Sharing 401K Plan-14$770,036$0-
2021117$1,001,761$95,169$5,598iApproximate average salary by contribution assumption: employee only about $139,954 at 4% or $93,303 at 6%; with 50% employer match about $93,303 at 4% or $62,202 at 6%; with 100% employer match about $69,977 at 4% or $46,651 at 6%.
The Stephenz Group Profit Sharing 401K Plan-17$1,001,761$95,169$5,598iApproximate average salary by contribution assumption: employee only about $139,954 at 4% or $93,303 at 6%; with 50% employer match about $93,303 at 4% or $62,202 at 6%; with 100% employer match about $69,977 at 4% or $46,651 at 6%.
2020116$918,398$0-
The Stephenz Group Profit Sharing 401K Plan-16$918,398$0-
2019119$1,426,074$0-
The Stephenz Group Profit Sharing 401K Plan-19$1,426,074$0-
2018121$1,399,966$0-
The Stephenz Group Profit Sharing 401K Plan-21$1,399,966$0-
2017122$1,474,255$0-
The Stephenz Group Profit Sharing 401K Plan-22$1,474,255$0-
2016122$1,464,469$18,716$851iApproximate average salary by contribution assumption: employee only about $21,268 at 4% or $14,179 at 6%; with 50% employer match about $14,179 at 4% or $9,453 at 6%; with 100% employer match about $10,634 at 4% or $7,089 at 6%.
The Stephenz Group Profit Sharing 401K Plan-22$1,464,469$18,716$851iApproximate average salary by contribution assumption: employee only about $21,268 at 4% or $14,179 at 6%; with 50% employer match about $14,179 at 4% or $9,453 at 6%; with 100% employer match about $10,634 at 4% or $7,089 at 6%.
2015125$1,570,041$63,438$2,538iApproximate average salary by contribution assumption: employee only about $63,438 at 4% or $42,292 at 6%; with 50% employer match about $42,292 at 4% or $28,195 at 6%; with 100% employer match about $31,719 at 4% or $21,146 at 6%.
The Stephenz Group Profit Sharing 401K Plan-25$1,570,041$63,438$2,538iApproximate average salary by contribution assumption: employee only about $63,438 at 4% or $42,292 at 6%; with 50% employer match about $42,292 at 4% or $28,195 at 6%; with 100% employer match about $31,719 at 4% or $21,146 at 6%.
2014128$1,715,703$149,300$5,332iApproximate average salary by contribution assumption: employee only about $133,304 at 4% or $88,869 at 6%; with 50% employer match about $88,869 at 4% or $59,246 at 6%; with 100% employer match about $66,652 at 4% or $44,435 at 6%.
The Stephenz Group Profit Sharing 401K Plan-28$1,715,703$149,300$5,332iApproximate average salary by contribution assumption: employee only about $133,304 at 4% or $88,869 at 6%; with 50% employer match about $88,869 at 4% or $59,246 at 6%; with 100% employer match about $66,652 at 4% or $44,435 at 6%.
2013128$1,514,219$116,126$4,147iApproximate average salary by contribution assumption: employee only about $103,684 at 4% or $69,123 at 6%; with 50% employer match about $69,123 at 4% or $46,082 at 6%; with 100% employer match about $51,842 at 4% or $34,561 at 6%.
The Stephenz Group Profit Sharing 401K Plan-28$1,514,219$116,126$4,147iApproximate average salary by contribution assumption: employee only about $103,684 at 4% or $69,123 at 6%; with 50% employer match about $69,123 at 4% or $46,082 at 6%; with 100% employer match about $51,842 at 4% or $34,561 at 6%.
2012118$1,218,152$83,581$4,643iApproximate average salary by contribution assumption: employee only about $116,085 at 4% or $77,390 at 6%; with 50% employer match about $77,390 at 4% or $51,593 at 6%; with 100% employer match about $58,042 at 4% or $38,695 at 6%.
The Stephenz Group Profit Sharing 401K Plan-18$1,218,152$83,581$4,643iApproximate average salary by contribution assumption: employee only about $116,085 at 4% or $77,390 at 6%; with 50% employer match about $77,390 at 4% or $51,593 at 6%; with 100% employer match about $58,042 at 4% or $38,695 at 6%.
2011116$1,025,191$95,679$5,980iApproximate average salary by contribution assumption: employee only about $149,498 at 4% or $99,666 at 6%; with 50% employer match about $99,666 at 4% or $66,444 at 6%; with 100% employer match about $74,749 at 4% or $49,833 at 6%.
The Stephenz Group Profit Sharing 401K Plan-16$1,025,191$95,679$5,980iApproximate average salary by contribution assumption: employee only about $149,498 at 4% or $99,666 at 6%; with 50% employer match about $99,666 at 4% or $66,444 at 6%; with 100% employer match about $74,749 at 4% or $49,833 at 6%.
2010126$963,103$55,302$2,127iApproximate average salary by contribution assumption: employee only about $53,175 at 4% or $35,450 at 6%; with 50% employer match about $35,450 at 4% or $23,633 at 6%; with 100% employer match about $26,588 at 4% or $17,725 at 6%.
The Stephenz Group Profit Sharing 401K Plan-26$963,103$55,302$2,127iApproximate average salary by contribution assumption: employee only about $53,175 at 4% or $35,450 at 6%; with 50% employer match about $35,450 at 4% or $23,633 at 6%; with 100% employer match about $26,588 at 4% or $17,725 at 6%.
2009117$815,471$53,185$3,129iApproximate average salary by contribution assumption: employee only about $78,213 at 4% or $52,142 at 6%; with 50% employer match about $52,142 at 4% or $34,761 at 6%; with 100% employer match about $39,107 at 4% or $26,071 at 6%.
The Stephenz Group Profit Sharing 401K Plan-17$815,471$53,185$3,129iApproximate average salary by contribution assumption: employee only about $78,213 at 4% or $52,142 at 6%; with 50% employer match about $52,142 at 4% or $34,761 at 6%; with 100% employer match about $39,107 at 4% or $26,071 at 6%.
2008117$619,937$22,247$1,309iApproximate average salary by contribution assumption: employee only about $32,716 at 4% or $21,811 at 6%; with 50% employer match about $21,811 at 4% or $14,541 at 6%; with 100% employer match about $16,358 at 4% or $10,905 at 6%.
The Stephenz Group Profit Sharing 401K Plan-17$619,937$22,247$1,309iApproximate average salary by contribution assumption: employee only about $32,716 at 4% or $21,811 at 6%; with 50% employer match about $21,811 at 4% or $14,541 at 6%; with 100% employer match about $16,358 at 4% or $10,905 at 6%.
2007116$0$0-
The Stephenz Group Profit Sharing 401K Plan-16---
2006116$1,109,964$42,775$2,673iApproximate average salary by contribution assumption: employee only about $66,836 at 4% or $44,557 at 6%; with 50% employer match about $44,557 at 4% or $29,705 at 6%; with 100% employer match about $33,418 at 4% or $22,279 at 6%.
The Stephenz Group Profit Sharing 401K Plan-16$1,109,964$42,775$2,673iApproximate average salary by contribution assumption: employee only about $66,836 at 4% or $44,557 at 6%; with 50% employer match about $44,557 at 4% or $29,705 at 6%; with 100% employer match about $33,418 at 4% or $22,279 at 6%.
2005115$1,007,913$45,510$3,034iApproximate average salary by contribution assumption: employee only about $75,850 at 4% or $50,567 at 6%; with 50% employer match about $50,567 at 4% or $33,711 at 6%; with 100% employer match about $37,925 at 4% or $25,283 at 6%.
The Stephenz Group Profit Sharing 401K Plan-15$1,007,913$45,510$3,034iApproximate average salary by contribution assumption: employee only about $75,850 at 4% or $50,567 at 6%; with 50% employer match about $50,567 at 4% or $33,711 at 6%; with 100% employer match about $37,925 at 4% or $25,283 at 6%.
2004118$994,125$80,476$4,471iApproximate average salary by contribution assumption: employee only about $111,772 at 4% or $74,515 at 6%; with 50% employer match about $74,515 at 4% or $49,677 at 6%; with 100% employer match about $55,886 at 4% or $37,257 at 6%.
The Stephenz Group Profit Sharing 401K Plan-18$994,125$80,476$4,471iApproximate average salary by contribution assumption: employee only about $111,772 at 4% or $74,515 at 6%; with 50% employer match about $74,515 at 4% or $49,677 at 6%; with 100% employer match about $55,886 at 4% or $37,257 at 6%.
2003119$856,122$74,788$3,936iApproximate average salary by contribution assumption: employee only about $98,405 at 4% or $65,604 at 6%; with 50% employer match about $65,604 at 4% or $43,736 at 6%; with 100% employer match about $49,203 at 4% or $32,802 at 6%.
The Stephenz Group Profit Sharing 401K Plan-19$856,122$74,788$3,936iApproximate average salary by contribution assumption: employee only about $98,405 at 4% or $65,604 at 6%; with 50% employer match about $65,604 at 4% or $43,736 at 6%; with 100% employer match about $49,203 at 4% or $32,802 at 6%.
2002125$743,146$161,013$6,441iApproximate average salary by contribution assumption: employee only about $161,013 at 4% or $107,342 at 6%; with 50% employer match about $107,342 at 4% or $71,561 at 6%; with 100% employer match about $80,507 at 4% or $53,671 at 6%.
The Stephenz Group Profit Sharing 401K Plan-25$743,146$161,013$6,441iApproximate average salary by contribution assumption: employee only about $161,013 at 4% or $107,342 at 6%; with 50% employer match about $107,342 at 4% or $71,561 at 6%; with 100% employer match about $80,507 at 4% or $53,671 at 6%.
2001131$855,279$86,540$2,792iApproximate average salary by contribution assumption: employee only about $69,790 at 4% or $46,527 at 6%; with 50% employer match about $46,527 at 4% or $31,018 at 6%; with 100% employer match about $34,895 at 4% or $23,263 at 6%.
The Stephenz Group Profit Sharing 401K Plan-31$855,279$86,540$2,792iApproximate average salary by contribution assumption: employee only about $69,790 at 4% or $46,527 at 6%; with 50% employer match about $46,527 at 4% or $31,018 at 6%; with 100% employer match about $34,895 at 4% or $23,263 at 6%.
2000132$0$0-
The Stephenz Group Profit Sharing 401K Plan-32---
1999130$1,155,074$296,744$9,891iApproximate average salary by contribution assumption: employee only about $247,287 at 4% or $164,858 at 6%; with 50% employer match about $164,858 at 4% or $109,905 at 6%; with 100% employer match about $123,643 at 4% or $82,429 at 6%.
The Stephenz Group Profit Sharing 401K Plan-30$1,155,074$296,744$9,891iApproximate average salary by contribution assumption: employee only about $247,287 at 4% or $164,858 at 6%; with 50% employer match about $164,858 at 4% or $109,905 at 6%; with 100% employer match about $123,643 at 4% or $82,429 at 6%.