Civic Intelligence

Stephenson & Company Inc.

Plan context: Stephenson & Company Profit Sharing Plan

EIN 81-1124741 • 11 filings • 2 plans

Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$2,042,928

2025 Contributions

$109,341

Historical Graphs

Total Assets Over Time

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

$2,042,928$1,021,464$0201620212025YearValue
$2,042,928Latest year 2025

Participants Over Time

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

530201620212025YearValue
5Latest year 2025

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
202515$2,042,928$109,341$21,868iApproximate average salary by contribution assumption: employee only about $546,705 at 4% or $364,470 at 6%; with 50% employer match about $364,470 at 4% or $242,980 at 6%; with 100% employer match about $273,353 at 4% or $182,235 at 6%.
Stephenson & Company Profit Sharing Plan-5$2,042,928$109,341$21,868iApproximate average salary by contribution assumption: employee only about $546,705 at 4% or $364,470 at 6%; with 50% employer match about $364,470 at 4% or $242,980 at 6%; with 100% employer match about $273,353 at 4% or $182,235 at 6%.
202414$1,689,268$94,119$23,530iApproximate average salary by contribution assumption: employee only about $588,244 at 4% or $392,163 at 6%; with 50% employer match about $392,163 at 4% or $261,442 at 6%; with 100% employer match about $294,122 at 4% or $196,081 at 6%.
Stephenson & Company Profit Sharing Plan-4$1,689,268$94,119$23,530iApproximate average salary by contribution assumption: employee only about $588,244 at 4% or $392,163 at 6%; with 50% employer match about $392,163 at 4% or $261,442 at 6%; with 100% employer match about $294,122 at 4% or $196,081 at 6%.
202314$1,438,190$117,223$29,306iApproximate average salary by contribution assumption: employee only about $732,644 at 4% or $488,429 at 6%; with 50% employer match about $488,429 at 4% or $325,619 at 6%; with 100% employer match about $366,322 at 4% or $244,215 at 6%.
Stephenson & Company Profit Sharing Plan-4$1,438,190$117,223$29,306iApproximate average salary by contribution assumption: employee only about $732,644 at 4% or $488,429 at 6%; with 50% employer match about $488,429 at 4% or $325,619 at 6%; with 100% employer match about $366,322 at 4% or $244,215 at 6%.
202214$1,257,157$80,238$20,060iApproximate average salary by contribution assumption: employee only about $501,488 at 4% or $334,325 at 6%; with 50% employer match about $334,325 at 4% or $222,883 at 6%; with 100% employer match about $250,744 at 4% or $167,163 at 6%.
Stephenson & Company Profit Sharing Plan-4$1,257,157$80,238$20,060iApproximate average salary by contribution assumption: employee only about $501,488 at 4% or $334,325 at 6%; with 50% employer match about $334,325 at 4% or $222,883 at 6%; with 100% employer match about $250,744 at 4% or $167,163 at 6%.
202114$1,377,670$71,048$17,762iApproximate average salary by contribution assumption: employee only about $444,050 at 4% or $296,033 at 6%; with 50% employer match about $296,033 at 4% or $197,356 at 6%; with 100% employer match about $222,025 at 4% or $148,017 at 6%.
Stephenson & Company Profit Sharing Plan-4$1,377,670$71,048$17,762iApproximate average salary by contribution assumption: employee only about $444,050 at 4% or $296,033 at 6%; with 50% employer match about $296,033 at 4% or $197,356 at 6%; with 100% employer match about $222,025 at 4% or $148,017 at 6%.
202014$1,157,941$66,238$16,560iApproximate average salary by contribution assumption: employee only about $413,988 at 4% or $275,992 at 6%; with 50% employer match about $275,992 at 4% or $183,994 at 6%; with 100% employer match about $206,994 at 4% or $137,996 at 6%.
Stephenson & Company Profit Sharing Plan-4$1,157,941$66,238$16,560iApproximate average salary by contribution assumption: employee only about $413,988 at 4% or $275,992 at 6%; with 50% employer match about $275,992 at 4% or $183,994 at 6%; with 100% employer match about $206,994 at 4% or $137,996 at 6%.
201914$987,964$73,508$18,377iApproximate average salary by contribution assumption: employee only about $459,425 at 4% or $306,283 at 6%; with 50% employer match about $306,283 at 4% or $204,189 at 6%; with 100% employer match about $229,713 at 4% or $153,142 at 6%.
Stephenson & Company Profit Sharing Plan-4$987,964$73,508$18,377iApproximate average salary by contribution assumption: employee only about $459,425 at 4% or $306,283 at 6%; with 50% employer match about $306,283 at 4% or $204,189 at 6%; with 100% employer match about $229,713 at 4% or $153,142 at 6%.
201814$793,860$67,971$16,993iApproximate average salary by contribution assumption: employee only about $424,819 at 4% or $283,213 at 6%; with 50% employer match about $283,213 at 4% or $188,808 at 6%; with 100% employer match about $212,409 at 4% or $141,606 at 6%.
Stephenson & Company Profit Sharing Plan-4$793,860$67,971$16,993iApproximate average salary by contribution assumption: employee only about $424,819 at 4% or $283,213 at 6%; with 50% employer match about $283,213 at 4% or $188,808 at 6%; with 100% employer match about $212,409 at 4% or $141,606 at 6%.
201714$763,917$64,244$16,061iApproximate average salary by contribution assumption: employee only about $401,525 at 4% or $267,683 at 6%; with 50% employer match about $267,683 at 4% or $178,456 at 6%; with 100% employer match about $200,763 at 4% or $133,842 at 6%.
Stephenson & Company Profit Sharing Plan-4$763,917$64,244$16,061iApproximate average salary by contribution assumption: employee only about $401,525 at 4% or $267,683 at 6%; with 50% employer match about $267,683 at 4% or $178,456 at 6%; with 100% employer match about $200,763 at 4% or $133,842 at 6%.
201624$394,686$347,374$86,844iApproximate average salary by contribution assumption: employee only about $2,171,088 at 4% or $1,447,392 at 6%; with 50% employer match about $1,447,392 at 4% or $964,928 at 6%; with 100% employer match about $1,085,544 at 4% or $723,696 at 6%.
Stephenson & Company Profit Sharing Plan-4$394,686$332,374$83,094iApproximate average salary by contribution assumption: employee only about $2,077,338 at 4% or $1,384,892 at 6%; with 50% employer match about $1,384,892 at 4% or $923,261 at 6%; with 100% employer match about $1,038,669 at 4% or $692,446 at 6%.
Bradley Stephenson Defined Benefit Pension Plan-0-$15,000-