Steven R. Pierce Inc.
Plan context: Steven R. Pierce Inc. 401(K) Profit Sharing Plan
EIN 77-0130656 • Palo Alto, CA • 27 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$2,009,850
2024 Contributions
$88,175
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $2,009,850 | $88,175 | $22,044iApproximate average salary by contribution assumption: employee only about $551,094 at 4% or $367,396 at 6%; with 50% employer match about $367,396 at 4% or $244,931 at 6%; with 100% employer match about $275,547 at 4% or $183,698 at 6%. |
| Steven R. Pierce Inc. 401(K) Profit Sharing Plan | - | 4 | $2,009,850 | $88,175 | $22,044iApproximate average salary by contribution assumption: employee only about $551,094 at 4% or $367,396 at 6%; with 50% employer match about $367,396 at 4% or $244,931 at 6%; with 100% employer match about $275,547 at 4% or $183,698 at 6%. |
| 2023 | 1 | 4 | $1,830,119 | $45,675 | $11,419iApproximate average salary by contribution assumption: employee only about $285,469 at 4% or $190,313 at 6%; with 50% employer match about $190,313 at 4% or $126,875 at 6%; with 100% employer match about $142,734 at 4% or $95,156 at 6%. |
| Steven R. Pierce Inc. 401(K) Profit Sharing Plan | - | 4 | $1,830,119 | $45,675 | $11,419iApproximate average salary by contribution assumption: employee only about $285,469 at 4% or $190,313 at 6%; with 50% employer match about $190,313 at 4% or $126,875 at 6%; with 100% employer match about $142,734 at 4% or $95,156 at 6%. |
| 2022 | 1 | 4 | $1,742,043 | $123,675 | $30,919iApproximate average salary by contribution assumption: employee only about $772,969 at 4% or $515,313 at 6%; with 50% employer match about $515,313 at 4% or $343,542 at 6%; with 100% employer match about $386,484 at 4% or $257,656 at 6%. |
| Steven R. Pierce Inc. 401(K) Profit Sharing Plan | - | 4 | $1,742,043 | $123,675 | $30,919iApproximate average salary by contribution assumption: employee only about $772,969 at 4% or $515,313 at 6%; with 50% employer match about $515,313 at 4% or $343,542 at 6%; with 100% employer match about $386,484 at 4% or $257,656 at 6%. |
| 2021 | 1 | 4 | $1,811,642 | $110,675 | $27,669iApproximate average salary by contribution assumption: employee only about $691,719 at 4% or $461,146 at 6%; with 50% employer match about $461,146 at 4% or $307,431 at 6%; with 100% employer match about $345,859 at 4% or $230,573 at 6%. |
| Steven R. Pierce Inc. 401(K) Profit Sharing Plan | - | 4 | $1,811,642 | $110,675 | $27,669iApproximate average salary by contribution assumption: employee only about $691,719 at 4% or $461,146 at 6%; with 50% employer match about $461,146 at 4% or $307,431 at 6%; with 100% employer match about $345,859 at 4% or $230,573 at 6%. |
| 2020 | 1 | 4 | $1,563,258 | $109,425 | $27,356iApproximate average salary by contribution assumption: employee only about $683,906 at 4% or $455,938 at 6%; with 50% employer match about $455,938 at 4% or $303,958 at 6%; with 100% employer match about $341,953 at 4% or $227,969 at 6%. |
| Steven R. Pierce Inc. 401(K) Profit Sharing Plan | - | 4 | $1,563,258 | $109,425 | $27,356iApproximate average salary by contribution assumption: employee only about $683,906 at 4% or $455,938 at 6%; with 50% employer match about $455,938 at 4% or $303,958 at 6%; with 100% employer match about $341,953 at 4% or $227,969 at 6%. |
| 2019 | 1 | 4 | $1,336,238 | $62,462 | $15,616iApproximate average salary by contribution assumption: employee only about $390,388 at 4% or $260,258 at 6%; with 50% employer match about $260,258 at 4% or $173,506 at 6%; with 100% employer match about $195,194 at 4% or $130,129 at 6%. |
| Steven R. Pierce Inc. 401(K) Profit Sharing Plan | - | 4 | $1,336,238 | $62,462 | $15,616iApproximate average salary by contribution assumption: employee only about $390,388 at 4% or $260,258 at 6%; with 50% employer match about $260,258 at 4% or $173,506 at 6%; with 100% employer match about $195,194 at 4% or $130,129 at 6%. |
| 2018 | 1 | 4 | $1,245,550 | $87,605 | $21,901iApproximate average salary by contribution assumption: employee only about $547,531 at 4% or $365,021 at 6%; with 50% employer match about $365,021 at 4% or $243,347 at 6%; with 100% employer match about $273,766 at 4% or $182,510 at 6%. |
| Steven R. Pierce Inc. 401(K) Profit Sharing Plan | - | 4 | $1,245,550 | $87,605 | $21,901iApproximate average salary by contribution assumption: employee only about $547,531 at 4% or $365,021 at 6%; with 50% employer match about $365,021 at 4% or $243,347 at 6%; with 100% employer match about $273,766 at 4% or $182,510 at 6%. |
| 2017 | 1 | 4 | $1,228,139 | $85,950 | $21,488iApproximate average salary by contribution assumption: employee only about $537,188 at 4% or $358,125 at 6%; with 50% employer match about $358,125 at 4% or $238,750 at 6%; with 100% employer match about $268,594 at 4% or $179,063 at 6%. |
| Steven R. Pierce Inc. 401(K) Profit Sharing Plan | - | 4 | $1,228,139 | $85,950 | $21,488iApproximate average salary by contribution assumption: employee only about $537,188 at 4% or $358,125 at 6%; with 50% employer match about $358,125 at 4% or $238,750 at 6%; with 100% employer match about $268,594 at 4% or $179,063 at 6%. |
| 2016 | 1 | 4 | $1,075,553 | $84,584 | $21,146iApproximate average salary by contribution assumption: employee only about $528,650 at 4% or $352,433 at 6%; with 50% employer match about $352,433 at 4% or $234,956 at 6%; with 100% employer match about $264,325 at 4% or $176,217 at 6%. |
| Steven R. Pierce Inc. 401(K) Profit Sharing Plan | - | 4 | $1,075,553 | $84,584 | $21,146iApproximate average salary by contribution assumption: employee only about $528,650 at 4% or $352,433 at 6%; with 50% employer match about $352,433 at 4% or $234,956 at 6%; with 100% employer match about $264,325 at 4% or $176,217 at 6%. |
| 2015 | 1 | 5 | $939,801 | $89,600 | $17,920iApproximate average salary by contribution assumption: employee only about $448,000 at 4% or $298,667 at 6%; with 50% employer match about $298,667 at 4% or $199,111 at 6%; with 100% employer match about $224,000 at 4% or $149,333 at 6%. |
| Steven R. Pierce Inc. 401(K) Profit Sharing Plan | - | 5 | $939,801 | $89,600 | $17,920iApproximate average salary by contribution assumption: employee only about $448,000 at 4% or $298,667 at 6%; with 50% employer match about $298,667 at 4% or $199,111 at 6%; with 100% employer match about $224,000 at 4% or $149,333 at 6%. |
| 2014 | 1 | 5 | $862,817 | $87,500 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| Steven R. Pierce Inc. 401(K) Profit Sharing Plan | - | 5 | $862,817 | $87,500 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| 2013 | 1 | 5 | $762,359 | $86,000 | $17,200iApproximate average salary by contribution assumption: employee only about $430,000 at 4% or $286,667 at 6%; with 50% employer match about $286,667 at 4% or $191,111 at 6%; with 100% employer match about $215,000 at 4% or $143,333 at 6%. |
| Steven R. Pierce Inc. 401(K) Profit Sharing Plan | - | 5 | $762,359 | $86,000 | $17,200iApproximate average salary by contribution assumption: employee only about $430,000 at 4% or $286,667 at 6%; with 50% employer match about $286,667 at 4% or $191,111 at 6%; with 100% employer match about $215,000 at 4% or $143,333 at 6%. |
| 2012 | 1 | 5 | $698,849 | $106,552 | $21,310iApproximate average salary by contribution assumption: employee only about $532,760 at 4% or $355,173 at 6%; with 50% employer match about $355,173 at 4% or $236,782 at 6%; with 100% employer match about $266,380 at 4% or $177,587 at 6%. |
| Steven R. Pierce Inc. 401(K) Profit Sharing Plan | - | 5 | $698,849 | $106,552 | $21,310iApproximate average salary by contribution assumption: employee only about $532,760 at 4% or $355,173 at 6%; with 50% employer match about $355,173 at 4% or $236,782 at 6%; with 100% employer match about $266,380 at 4% or $177,587 at 6%. |
| 2011 | 1 | 5 | $589,768 | $78,531 | $15,706iApproximate average salary by contribution assumption: employee only about $392,655 at 4% or $261,770 at 6%; with 50% employer match about $261,770 at 4% or $174,513 at 6%; with 100% employer match about $196,328 at 4% or $130,885 at 6%. |
| Steven R. Pierce Inc. 401(K) Profit Sharing Plan | - | 5 | $589,768 | $78,531 | $15,706iApproximate average salary by contribution assumption: employee only about $392,655 at 4% or $261,770 at 6%; with 50% employer match about $261,770 at 4% or $174,513 at 6%; with 100% employer match about $196,328 at 4% or $130,885 at 6%. |
| 2010 | 1 | 5 | $507,748 | $101,635 | $20,327iApproximate average salary by contribution assumption: employee only about $508,175 at 4% or $338,783 at 6%; with 50% employer match about $338,783 at 4% or $225,856 at 6%; with 100% employer match about $254,088 at 4% or $169,392 at 6%. |
| Steven R. Pierce Inc. 401(K) Profit Sharing Plan | - | 5 | $507,748 | $101,635 | $20,327iApproximate average salary by contribution assumption: employee only about $508,175 at 4% or $338,783 at 6%; with 50% employer match about $338,783 at 4% or $225,856 at 6%; with 100% employer match about $254,088 at 4% or $169,392 at 6%. |
| 2009 | 1 | 5 | $401,577 | $31,663 | $6,333iApproximate average salary by contribution assumption: employee only about $158,315 at 4% or $105,543 at 6%; with 50% employer match about $105,543 at 4% or $70,362 at 6%; with 100% employer match about $79,158 at 4% or $52,772 at 6%. |
| Steven R. Pierce Inc. 401(K) Profit Sharing Plan | - | 5 | $401,577 | $31,663 | $6,333iApproximate average salary by contribution assumption: employee only about $158,315 at 4% or $105,543 at 6%; with 50% employer match about $105,543 at 4% or $70,362 at 6%; with 100% employer match about $79,158 at 4% or $52,772 at 6%. |
| 2008 | 1 | 5 | $0 | $0 | - |
| Steven R. Pierce Inc. 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| Steven R. Pierce Inc. 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 1 | 5 | $258,252 | $82,609 | $16,522iApproximate average salary by contribution assumption: employee only about $413,045 at 4% or $275,363 at 6%; with 50% employer match about $275,363 at 4% or $183,576 at 6%; with 100% employer match about $206,523 at 4% or $137,682 at 6%. |
| Steven R. Pierce Inc. 401(K) Profit Sharing Plan | - | 5 | $258,252 | $82,609 | $16,522iApproximate average salary by contribution assumption: employee only about $413,045 at 4% or $275,363 at 6%; with 50% employer match about $275,363 at 4% or $183,576 at 6%; with 100% employer match about $206,523 at 4% or $137,682 at 6%. |
| 2005 | 2 | 4 | $174,263 | $88,184 | $22,046iApproximate average salary by contribution assumption: employee only about $551,150 at 4% or $367,433 at 6%; with 50% employer match about $367,433 at 4% or $244,956 at 6%; with 100% employer match about $275,575 at 4% or $183,717 at 6%. |
| Steven R. Pierce Inc. 401(K) Profit Sharing Plan | - | 4 | $174,263 | $88,184 | $22,046iApproximate average salary by contribution assumption: employee only about $551,150 at 4% or $367,433 at 6%; with 50% employer match about $367,433 at 4% or $244,956 at 6%; with 100% employer match about $275,575 at 4% or $183,717 at 6%. |
| Steven R. Pierce Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2004 | 2 | 4 | $599,858 | $85,808 | $21,452iApproximate average salary by contribution assumption: employee only about $536,300 at 4% or $357,533 at 6%; with 50% employer match about $357,533 at 4% or $238,356 at 6%; with 100% employer match about $268,150 at 4% or $178,767 at 6%. |
| Steven R. Pierce Defined Benefit Pension Plan | - | 2 | $514,050 | - | - |
| Steven R. Pierce Inc. 401(K) Profit Sharing Plan | - | 4 | $85,808 | $85,808 | $21,452iApproximate average salary by contribution assumption: employee only about $536,300 at 4% or $357,533 at 6%; with 50% employer match about $357,533 at 4% or $238,356 at 6%; with 100% employer match about $268,150 at 4% or $178,767 at 6%. |
| 2003 | 1 | 2 | $509,629 | $0 | - |
| Steven R. Pierce Defined Benefit Pension Plan | - | 2 | $509,629 | - | - |
| 2002 | 1 | 2 | $0 | $0 | - |
| Steven R. Pierce Defined Benefit Pension Plan | - | 2 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Steven R. Pierce Defined Benefit Pension Plan | - | 2 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Steven R. Pierce Defined Benefit Pension Plan | - | 0 | - | - | - |