STEPHEN COLE AGENCY INC.
Plan context: STEPHEN COLE AGENCY 401(K) PLAN
EIN 81-4399769 • Atlanta, GA • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
18
2025 Assets
$375,239
2025 Contributions
$82,231
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 18 | $375,239 | $82,231 | $4,568iApproximate average salary by contribution assumption: employee only about $114,210 at 4% or $76,140 at 6%; with 50% employer match about $76,140 at 4% or $50,760 at 6%; with 100% employer match about $57,105 at 4% or $38,070 at 6%. |
| STEPHEN COLE AGENCY 401(K) PLAN | - | 18 | $375,239 | $82,231 | $4,568iApproximate average salary by contribution assumption: employee only about $114,210 at 4% or $76,140 at 6%; with 50% employer match about $76,140 at 4% or $50,760 at 6%; with 100% employer match about $57,105 at 4% or $38,070 at 6%. |
| 2024 | 1 | 14 | $239,417 | $62,157 | $4,440iApproximate average salary by contribution assumption: employee only about $110,995 at 4% or $73,996 at 6%; with 50% employer match about $73,996 at 4% or $49,331 at 6%; with 100% employer match about $55,497 at 4% or $36,998 at 6%. |
| STEPHEN COLE AGENCY 401(K) PLAN | - | 14 | $239,417 | $62,157 | $4,440iApproximate average salary by contribution assumption: employee only about $110,995 at 4% or $73,996 at 6%; with 50% employer match about $73,996 at 4% or $49,331 at 6%; with 100% employer match about $55,497 at 4% or $36,998 at 6%. |
| 2023 | 1 | 11 | $163,367 | $56,399 | $5,127iApproximate average salary by contribution assumption: employee only about $128,180 at 4% or $85,453 at 6%; with 50% employer match about $85,453 at 4% or $56,969 at 6%; with 100% employer match about $64,090 at 4% or $42,727 at 6%. |
| STEPHEN COLE AGENCY 401(K) PLAN | - | 11 | $163,367 | $56,399 | $5,127iApproximate average salary by contribution assumption: employee only about $128,180 at 4% or $85,453 at 6%; with 50% employer match about $85,453 at 4% or $56,969 at 6%; with 100% employer match about $64,090 at 4% or $42,727 at 6%. |
| 2022 | 1 | 9 | $86,397 | $49,053 | $5,450iApproximate average salary by contribution assumption: employee only about $136,258 at 4% or $90,839 at 6%; with 50% employer match about $90,839 at 4% or $60,559 at 6%; with 100% employer match about $68,129 at 4% or $45,419 at 6%. |
| STEPHEN COLE AGENCY 401(K) PLAN | - | 9 | $86,397 | $49,053 | $5,450iApproximate average salary by contribution assumption: employee only about $136,258 at 4% or $90,839 at 6%; with 50% employer match about $90,839 at 4% or $60,559 at 6%; with 100% employer match about $68,129 at 4% or $45,419 at 6%. |
| 2021 | 1 | 8 | $54,871 | $33,331 | $4,166iApproximate average salary by contribution assumption: employee only about $104,159 at 4% or $69,440 at 6%; with 50% employer match about $69,440 at 4% or $46,293 at 6%; with 100% employer match about $52,080 at 4% or $34,720 at 6%. |
| STEPHEN COLE AGENCY 401(K) PLAN | - | 8 | $54,871 | $33,331 | $4,166iApproximate average salary by contribution assumption: employee only about $104,159 at 4% or $69,440 at 6%; with 50% employer match about $69,440 at 4% or $46,293 at 6%; with 100% employer match about $52,080 at 4% or $34,720 at 6%. |
| 2020 | 1 | 6 | $19,125 | $20,377 | $3,396iApproximate average salary by contribution assumption: employee only about $84,904 at 4% or $56,603 at 6%; with 50% employer match about $56,603 at 4% or $37,735 at 6%; with 100% employer match about $42,452 at 4% or $28,301 at 6%. |
| STEPHEN COLE AGENCY 401(K) PLAN | - | 6 | $19,125 | $20,377 | $3,396iApproximate average salary by contribution assumption: employee only about $84,904 at 4% or $56,603 at 6%; with 50% employer match about $56,603 at 4% or $37,735 at 6%; with 100% employer match about $42,452 at 4% or $28,301 at 6%. |