Stegner & Associates, Cpas PC.
Plan context: Stegner & Associates 401K Plan
EIN 81-1471652 • Walnut Creek, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
5
2019 Assets
$1,684,654
2019 Contributions
$92,115
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 5 | $1,684,654 | $92,115 | $18,423iApproximate average salary by contribution assumption: employee only about $460,575 at 4% or $307,050 at 6%; with 50% employer match about $307,050 at 4% or $204,700 at 6%; with 100% employer match about $230,288 at 4% or $153,525 at 6%. |
| Stegner & Associates 401K Plan | - | 5 | $1,684,654 | $92,115 | $18,423iApproximate average salary by contribution assumption: employee only about $460,575 at 4% or $307,050 at 6%; with 50% employer match about $307,050 at 4% or $204,700 at 6%; with 100% employer match about $230,288 at 4% or $153,525 at 6%. |
| 2018 | 1 | 3 | $1,290,012 | $83,679 | $27,893iApproximate average salary by contribution assumption: employee only about $697,325 at 4% or $464,883 at 6%; with 50% employer match about $464,883 at 4% or $309,922 at 6%; with 100% employer match about $348,663 at 4% or $232,442 at 6%. |
| Stegner & Associates 401K Plan | - | 3 | $1,290,012 | $83,679 | $27,893iApproximate average salary by contribution assumption: employee only about $697,325 at 4% or $464,883 at 6%; with 50% employer match about $464,883 at 4% or $309,922 at 6%; with 100% employer match about $348,663 at 4% or $232,442 at 6%. |
| 2017 | 1 | 4 | $1,289,910 | $77,979 | $19,495iApproximate average salary by contribution assumption: employee only about $487,369 at 4% or $324,913 at 6%; with 50% employer match about $324,913 at 4% or $216,608 at 6%; with 100% employer match about $243,684 at 4% or $162,456 at 6%. |
| Stegner & Associates 401K Plan | - | 4 | $1,289,910 | $77,979 | $19,495iApproximate average salary by contribution assumption: employee only about $487,369 at 4% or $324,913 at 6%; with 50% employer match about $324,913 at 4% or $216,608 at 6%; with 100% employer match about $243,684 at 4% or $162,456 at 6%. |
| 2016 | 1 | 3 | $1,040,177 | $1,026,564 | $342,188iApproximate average salary by contribution assumption: employee only about $8,554,700 at 4% or $5,703,133 at 6%; with 50% employer match about $5,703,133 at 4% or $3,802,089 at 6%; with 100% employer match about $4,277,350 at 4% or $2,851,567 at 6%. |
| Stegner & Associates 401K Plan | - | 3 | $1,040,177 | $1,026,564 | $342,188iApproximate average salary by contribution assumption: employee only about $8,554,700 at 4% or $5,703,133 at 6%; with 50% employer match about $5,703,133 at 4% or $3,802,089 at 6%; with 100% employer match about $4,277,350 at 4% or $2,851,567 at 6%. |