Civic Intelligence

Stephens and Park

Plan context: Stephens and Park 401(K) Cross Tested Profit Sharing Plan

EIN 77-0094785 • Palo Alto, CA • 19 filings • 5 plans

2875 Middlefield RoadSuite 1Palo Alto, CA 94306
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$4,804,899

2020 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$4,804,899$2,402,450$0200220112019YearValue
$4,804,899Latest year 2019

Participants Over Time

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

1370200220112019YearValue
2Latest year 2019

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
202010$0$50,000-
Stephens and Park 401(K) Cross Tested Profit Sharing Plan-0-$50,000-
201912$4,804,899$134,771$67,386iApproximate average salary by contribution assumption: employee only about $1,684,638 at 4% or $1,123,092 at 6%; with 50% employer match about $1,123,092 at 4% or $748,728 at 6%; with 100% employer match about $842,319 at 4% or $561,546 at 6%.
Stephens and Park 401(K) Cross Tested Profit Sharing Plan-2$4,804,899$134,771$67,386iApproximate average salary by contribution assumption: employee only about $1,684,638 at 4% or $1,123,092 at 6%; with 50% employer match about $1,123,092 at 4% or $748,728 at 6%; with 100% employer match about $842,319 at 4% or $561,546 at 6%.
2018111$4,495,143$189,754$17,250iApproximate average salary by contribution assumption: employee only about $431,259 at 4% or $287,506 at 6%; with 50% employer match about $287,506 at 4% or $191,671 at 6%; with 100% employer match about $215,630 at 4% or $143,753 at 6%.
Stephens and Park 401(K) Cross Tested Profit Sharing Plan-11$4,495,143$189,754$17,250iApproximate average salary by contribution assumption: employee only about $431,259 at 4% or $287,506 at 6%; with 50% employer match about $287,506 at 4% or $191,671 at 6%; with 100% employer match about $215,630 at 4% or $143,753 at 6%.
2017112$4,566,986$184,018$15,335iApproximate average salary by contribution assumption: employee only about $383,371 at 4% or $255,581 at 6%; with 50% employer match about $255,581 at 4% or $170,387 at 6%; with 100% employer match about $191,685 at 4% or $127,790 at 6%.
Stephens and Park 401(K) Cross Tested Profit Sharing Plan-12$4,566,986$184,018$15,335iApproximate average salary by contribution assumption: employee only about $383,371 at 4% or $255,581 at 6%; with 50% employer match about $255,581 at 4% or $170,387 at 6%; with 100% employer match about $191,685 at 4% or $127,790 at 6%.
2016112$3,804,653$134,911$11,243iApproximate average salary by contribution assumption: employee only about $281,065 at 4% or $187,376 at 6%; with 50% employer match about $187,376 at 4% or $124,918 at 6%; with 100% employer match about $140,532 at 4% or $93,688 at 6%.
Stephens and Park 401(K) Cross Tested Profit Sharing Plan-12$3,804,653$134,911$11,243iApproximate average salary by contribution assumption: employee only about $281,065 at 4% or $187,376 at 6%; with 50% employer match about $187,376 at 4% or $124,918 at 6%; with 100% employer match about $140,532 at 4% or $93,688 at 6%.
2015113$3,472,050$179,009$13,770iApproximate average salary by contribution assumption: employee only about $344,248 at 4% or $229,499 at 6%; with 50% employer match about $229,499 at 4% or $152,999 at 6%; with 100% employer match about $172,124 at 4% or $114,749 at 6%.
Stephens and Park 401(K) Cross Tested Profit Sharing Plan-13$3,472,050$179,009$13,770iApproximate average salary by contribution assumption: employee only about $344,248 at 4% or $229,499 at 6%; with 50% employer match about $229,499 at 4% or $152,999 at 6%; with 100% employer match about $172,124 at 4% or $114,749 at 6%.
2014113$3,348,542$108,303$8,331iApproximate average salary by contribution assumption: employee only about $208,275 at 4% or $138,850 at 6%; with 50% employer match about $138,850 at 4% or $92,567 at 6%; with 100% employer match about $104,138 at 4% or $69,425 at 6%.
Stephens and Park 401(K) Cross Tested Profit Sharing Plan-13$3,348,542$108,303$8,331iApproximate average salary by contribution assumption: employee only about $208,275 at 4% or $138,850 at 6%; with 50% employer match about $138,850 at 4% or $92,567 at 6%; with 100% employer match about $104,138 at 4% or $69,425 at 6%.
2013111$3,109,195$85,914$7,810iApproximate average salary by contribution assumption: employee only about $195,259 at 4% or $130,173 at 6%; with 50% employer match about $130,173 at 4% or $86,782 at 6%; with 100% employer match about $97,630 at 4% or $65,086 at 6%.
Stephens and Park 401(K) Cross Tested Profit Sharing Plan-11$3,109,195$85,914$7,810iApproximate average salary by contribution assumption: employee only about $195,259 at 4% or $130,173 at 6%; with 50% employer match about $130,173 at 4% or $86,782 at 6%; with 100% employer match about $97,630 at 4% or $65,086 at 6%.
2012111$2,761,955$189,600$17,236iApproximate average salary by contribution assumption: employee only about $430,909 at 4% or $287,273 at 6%; with 50% employer match about $287,273 at 4% or $191,515 at 6%; with 100% employer match about $215,455 at 4% or $143,636 at 6%.
Stephens and Park 401(K) Cross Tested Profit Sharing Plan-11$2,761,955$189,600$17,236iApproximate average salary by contribution assumption: employee only about $430,909 at 4% or $287,273 at 6%; with 50% employer match about $287,273 at 4% or $191,515 at 6%; with 100% employer match about $215,455 at 4% or $143,636 at 6%.
2011112$2,322,572$190,699$15,892iApproximate average salary by contribution assumption: employee only about $397,290 at 4% or $264,860 at 6%; with 50% employer match about $264,860 at 4% or $176,573 at 6%; with 100% employer match about $198,645 at 4% or $132,430 at 6%.
Stephens and Park 401(K) Cross Tested Profit Sharing Plan-12$2,322,572$190,699$15,892iApproximate average salary by contribution assumption: employee only about $397,290 at 4% or $264,860 at 6%; with 50% employer match about $264,860 at 4% or $176,573 at 6%; with 100% employer match about $198,645 at 4% or $132,430 at 6%.
2010112$2,490,918$200,102$16,675iApproximate average salary by contribution assumption: employee only about $416,879 at 4% or $277,919 at 6%; with 50% employer match about $277,919 at 4% or $185,280 at 6%; with 100% employer match about $208,440 at 4% or $138,960 at 6%.
Stephens and Park 401(K) Cross Tested Profit Sharing Plan-12$2,490,918$200,102$16,675iApproximate average salary by contribution assumption: employee only about $416,879 at 4% or $277,919 at 6%; with 50% employer match about $277,919 at 4% or $185,280 at 6%; with 100% employer match about $208,440 at 4% or $138,960 at 6%.
2009112$1,881,842$209,496$17,458iApproximate average salary by contribution assumption: employee only about $436,450 at 4% or $290,967 at 6%; with 50% employer match about $290,967 at 4% or $193,978 at 6%; with 100% employer match about $218,225 at 4% or $145,483 at 6%.
Stephens and Park 401(K) Cross Tested Profit Sharing Plan-12$1,881,842$209,496$17,458iApproximate average salary by contribution assumption: employee only about $436,450 at 4% or $290,967 at 6%; with 50% employer match about $290,967 at 4% or $193,978 at 6%; with 100% employer match about $218,225 at 4% or $145,483 at 6%.
2008112$1,306,024$208,467$17,372iApproximate average salary by contribution assumption: employee only about $434,306 at 4% or $289,538 at 6%; with 50% employer match about $289,538 at 4% or $193,025 at 6%; with 100% employer match about $217,153 at 4% or $144,769 at 6%.
Stephens and Park 401(K) Cross Tested Profit Sharing Plan-12$1,306,024$208,467$17,372iApproximate average salary by contribution assumption: employee only about $434,306 at 4% or $289,538 at 6%; with 50% employer match about $289,538 at 4% or $193,025 at 6%; with 100% employer match about $217,153 at 4% or $144,769 at 6%.
2007113$0$0-
Stephens and Park 401(K) Cross Tested Profit Sharing Plan-13---
2006112$1,694,444$171,694$14,308iApproximate average salary by contribution assumption: employee only about $357,696 at 4% or $238,464 at 6%; with 50% employer match about $238,464 at 4% or $158,976 at 6%; with 100% employer match about $178,848 at 4% or $119,232 at 6%.
Stephens and Park 401(K) Cross Tested Profit Sharing Plan-12$1,694,444$171,694$14,308iApproximate average salary by contribution assumption: employee only about $357,696 at 4% or $238,464 at 6%; with 50% employer match about $238,464 at 4% or $158,976 at 6%; with 100% employer match about $178,848 at 4% or $119,232 at 6%.
2005111$1,319,986$139,809$12,710iApproximate average salary by contribution assumption: employee only about $317,748 at 4% or $211,832 at 6%; with 50% employer match about $211,832 at 4% or $141,221 at 6%; with 100% employer match about $158,874 at 4% or $105,916 at 6%.
Stephens and Park 401(K) Cross Tested Profit Sharing Plan-11$1,319,986$139,809$12,710iApproximate average salary by contribution assumption: employee only about $317,748 at 4% or $211,832 at 6%; with 50% employer match about $211,832 at 4% or $141,221 at 6%; with 100% employer match about $158,874 at 4% or $105,916 at 6%.
2004110$1,047,698$140,867$14,087iApproximate average salary by contribution assumption: employee only about $352,168 at 4% or $234,778 at 6%; with 50% employer match about $234,778 at 4% or $156,519 at 6%; with 100% employer match about $176,084 at 4% or $117,389 at 6%.
Stephens and Park 401(K) Cross Tested Profit Sharing Plan-10$1,047,698$140,867$14,087iApproximate average salary by contribution assumption: employee only about $352,168 at 4% or $234,778 at 6%; with 50% employer match about $234,778 at 4% or $156,519 at 6%; with 100% employer match about $176,084 at 4% or $117,389 at 6%.
2003110$799,986$543,285$54,329iApproximate average salary by contribution assumption: employee only about $1,358,213 at 4% or $905,475 at 6%; with 50% employer match about $905,475 at 4% or $603,650 at 6%; with 100% employer match about $679,106 at 4% or $452,738 at 6%.
Stephens and Park 401(K) Cross Tested Profit Sharing Plan-10$799,986$543,285$54,329iApproximate average salary by contribution assumption: employee only about $1,358,213 at 4% or $905,475 at 6%; with 50% employer match about $905,475 at 4% or $603,650 at 6%; with 100% employer match about $679,106 at 4% or $452,738 at 6%.
200219$125,120$128,922$14,325iApproximate average salary by contribution assumption: employee only about $358,117 at 4% or $238,744 at 6%; with 50% employer match about $238,744 at 4% or $159,163 at 6%; with 100% employer match about $179,058 at 4% or $119,372 at 6%.
Stephens and Park 401(K) Cross Tested Profit Sharing Plan-9$125,120$128,922$14,325iApproximate average salary by contribution assumption: employee only about $358,117 at 4% or $238,744 at 6%; with 50% employer match about $238,744 at 4% or $159,163 at 6%; with 100% employer match about $179,058 at 4% or $119,372 at 6%.