Civic Intelligence

Steven M. Stell CPA PLLC

Plan context: Steven M. Stell CPA 401(K) Plan

EIN 80-0144242 • Charlotte, NC • 22 filings • 2 plans

1927 S. Tryon StreetSuite 106Charlotte, NC 28203
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$2,018,558

2023 Contributions

$142,481

Historical Graphs

Total Assets Over Time

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

$2,018,558$1,009,279$0201220182023YearValue
$2,018,558Latest year 2023

Participants Over Time

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

630201220182023YearValue
5Latest 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
202325$2,018,558$142,481$28,496iApproximate average salary by contribution assumption: employee only about $712,405 at 4% or $474,937 at 6%; with 50% employer match about $474,937 at 4% or $316,624 at 6%; with 100% employer match about $356,203 at 4% or $237,468 at 6%.
Steven M. Stell CPA 401(K) Plan-5$1,087,581$97,481$19,496iApproximate average salary by contribution assumption: employee only about $487,405 at 4% or $324,937 at 6%; with 50% employer match about $324,937 at 4% or $216,624 at 6%; with 100% employer match about $243,703 at 4% or $162,468 at 6%.
STEVEN M. STELL CPA, PLLC CASH BALANCE PLAN-5$930,977$45,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
202225$1,647,814$49,011$9,802iApproximate average salary by contribution assumption: employee only about $245,055 at 4% or $163,370 at 6%; with 50% employer match about $163,370 at 4% or $108,913 at 6%; with 100% employer match about $122,528 at 4% or $81,685 at 6%.
Steven M. Stell CPA 401(K) Plan-5$833,411$49,011$9,802iApproximate average salary by contribution assumption: employee only about $245,055 at 4% or $163,370 at 6%; with 50% employer match about $163,370 at 4% or $108,913 at 6%; with 100% employer match about $122,528 at 4% or $81,685 at 6%.
STEVEN M. STELL CPA, PLLC CASH BALANCE PLAN-5$814,403--
202126$1,831,108$146,618$24,436iApproximate average salary by contribution assumption: employee only about $610,908 at 4% or $407,272 at 6%; with 50% employer match about $407,272 at 4% or $271,515 at 6%; with 100% employer match about $305,454 at 4% or $203,636 at 6%.
Steven M. Stell CPA 401(K) Plan-5$971,994$46,618$9,324iApproximate average salary by contribution assumption: employee only about $233,090 at 4% or $155,393 at 6%; with 50% employer match about $155,393 at 4% or $103,596 at 6%; with 100% employer match about $116,545 at 4% or $77,697 at 6%.
STEVEN M. STELL CPA, PLLC CASH BALANCE PLAN-6$859,114$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
202026$1,523,877$85,529$14,255iApproximate average salary by contribution assumption: employee only about $356,371 at 4% or $237,581 at 6%; with 50% employer match about $237,581 at 4% or $158,387 at 6%; with 100% employer match about $178,185 at 4% or $118,790 at 6%.
Steven M. Stell CPA 401(K) Plan-4$807,592$41,264$10,316iApproximate average salary by contribution assumption: employee only about $257,900 at 4% or $171,933 at 6%; with 50% employer match about $171,933 at 4% or $114,622 at 6%; with 100% employer match about $128,950 at 4% or $85,967 at 6%.
STEVEN M. STELL CPA, PLLC CASH BALANCE PLAN-6$716,285$44,265$7,378iApproximate average salary by contribution assumption: employee only about $184,438 at 4% or $122,958 at 6%; with 50% employer match about $122,958 at 4% or $81,972 at 6%; with 100% employer match about $92,219 at 4% or $61,479 at 6%.
201926$1,277,421$129,922$21,654iApproximate average salary by contribution assumption: employee only about $541,342 at 4% or $360,894 at 6%; with 50% employer match about $360,894 at 4% or $240,596 at 6%; with 100% employer match about $270,671 at 4% or $180,447 at 6%.
Steven M. Stell CPA 401(K) Plan-4$645,018$44,655$11,164iApproximate average salary by contribution assumption: employee only about $279,094 at 4% or $186,063 at 6%; with 50% employer match about $186,063 at 4% or $124,042 at 6%; with 100% employer match about $139,547 at 4% or $93,031 at 6%.
STEVEN M. STELL CPA, PLLC CASH BALANCE PLAN-6$632,403$85,267$14,211iApproximate average salary by contribution assumption: employee only about $355,279 at 4% or $236,853 at 6%; with 50% employer match about $236,853 at 4% or $157,902 at 6%; with 100% employer match about $177,640 at 4% or $118,426 at 6%.
201824$1,047,579$130,634$32,659iApproximate average salary by contribution assumption: employee only about $816,463 at 4% or $544,308 at 6%; with 50% employer match about $544,308 at 4% or $362,872 at 6%; with 100% employer match about $408,231 at 4% or $272,154 at 6%.
Steven M. Stell CPA 401(K) Plan-4$525,264$44,932$11,233iApproximate average salary by contribution assumption: employee only about $280,825 at 4% or $187,217 at 6%; with 50% employer match about $187,217 at 4% or $124,811 at 6%; with 100% employer match about $140,413 at 4% or $93,608 at 6%.
STEVEN M. STELL CPA, PLLC CASH BALANCE PLAN-4$522,315$85,702$21,426iApproximate average salary by contribution assumption: employee only about $535,638 at 4% or $357,092 at 6%; with 50% employer match about $357,092 at 4% or $238,061 at 6%; with 100% employer match about $267,819 at 4% or $178,546 at 6%.
201724$926,241$137,459$34,365iApproximate average salary by contribution assumption: employee only about $859,119 at 4% or $572,746 at 6%; with 50% employer match about $572,746 at 4% or $381,831 at 6%; with 100% employer match about $429,559 at 4% or $286,373 at 6%.
Steven M. Stell CPA 401(K) Plan-3$509,464$117,459$39,153iApproximate average salary by contribution assumption: employee only about $978,825 at 4% or $652,550 at 6%; with 50% employer match about $652,550 at 4% or $435,033 at 6%; with 100% employer match about $489,413 at 4% or $326,275 at 6%.
STEVEN M. STELL CPA, PLLC CASH BALANCE PLAN-4$416,777$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201623$820,374$125,105$41,702iApproximate average salary by contribution assumption: employee only about $1,042,542 at 4% or $695,028 at 6%; with 50% employer match about $695,028 at 4% or $463,352 at 6%; with 100% employer match about $521,271 at 4% or $347,514 at 6%.
STEVEN M. STELL CPA, PLLC CASH BALANCE PLAN-3$413,943$80,231$26,744iApproximate average salary by contribution assumption: employee only about $668,592 at 4% or $445,728 at 6%; with 50% employer match about $445,728 at 4% or $297,152 at 6%; with 100% employer match about $334,296 at 4% or $222,864 at 6%.
Steven M. Stell CPA 401(K) Plan-3$406,431$44,874$14,958iApproximate average salary by contribution assumption: employee only about $373,950 at 4% or $249,300 at 6%; with 50% employer match about $249,300 at 4% or $166,200 at 6%; with 100% employer match about $186,975 at 4% or $124,650 at 6%.
201523$652,381$112,979$37,660iApproximate average salary by contribution assumption: employee only about $941,492 at 4% or $627,661 at 6%; with 50% employer match about $627,661 at 4% or $418,441 at 6%; with 100% employer match about $470,746 at 4% or $313,831 at 6%.
Steven M. Stell CPA 401(K) Plan-3$331,613$42,984$14,328iApproximate average salary by contribution assumption: employee only about $358,200 at 4% or $238,800 at 6%; with 50% employer match about $238,800 at 4% or $159,200 at 6%; with 100% employer match about $179,100 at 4% or $119,400 at 6%.
STEVEN M. STELL CPA, PLLC CASH BALANCE PLAN-3$320,768$69,995$23,332iApproximate average salary by contribution assumption: employee only about $583,292 at 4% or $388,861 at 6%; with 50% employer match about $388,861 at 4% or $259,241 at 6%; with 100% employer match about $291,646 at 4% or $194,431 at 6%.
201422$529,641$138,790$69,395iApproximate average salary by contribution assumption: employee only about $1,734,875 at 4% or $1,156,583 at 6%; with 50% employer match about $1,156,583 at 4% or $771,056 at 6%; with 100% employer match about $867,438 at 4% or $578,292 at 6%.
Steven M. Stell CPA 401(K) Plan-2$293,881$68,790$34,395iApproximate average salary by contribution assumption: employee only about $859,875 at 4% or $573,250 at 6%; with 50% employer match about $573,250 at 4% or $382,167 at 6%; with 100% employer match about $429,938 at 4% or $286,625 at 6%.
STEVEN M. STELL CPA, PLLC CASH BALANCE PLAN-2$235,760$70,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
201312$163,230$89,044$44,522iApproximate average salary by contribution assumption: employee only about $1,113,050 at 4% or $742,033 at 6%; with 50% employer match about $742,033 at 4% or $494,689 at 6%; with 100% employer match about $556,525 at 4% or $371,017 at 6%.
STEVEN M. STELL CPA, PLLC CASH BALANCE PLAN-2$163,230$89,044$44,522iApproximate average salary by contribution assumption: employee only about $1,113,050 at 4% or $742,033 at 6%; with 50% employer match about $742,033 at 4% or $494,689 at 6%; with 100% employer match about $556,525 at 4% or $371,017 at 6%.
201212$73,468$73,468$36,734iApproximate average salary by contribution assumption: employee only about $918,350 at 4% or $612,233 at 6%; with 50% employer match about $612,233 at 4% or $408,156 at 6%; with 100% employer match about $459,175 at 4% or $306,117 at 6%.
STEVEN M. STELL CPA, PLLC CASH BALANCE PLAN-2$73,468$73,468$36,734iApproximate average salary by contribution assumption: employee only about $918,350 at 4% or $612,233 at 6%; with 50% employer match about $612,233 at 4% or $408,156 at 6%; with 100% employer match about $459,175 at 4% or $306,117 at 6%.