Civic Intelligence

Devin Stewart Professional Den

Plan context: Devin Stewart Professional Den 401(K) Profit Sharing Plan & Trust

EIN 82-3393939 • San Luis Obispo, CA • 7 filings • 2 plans

1010 Peach St Suite 100San Luis Obispo, CA 93401
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$557,236

2024 Contributions

$66,666

Historical Graphs

Total Assets Over Time

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

$557,236$278,618$0201820212024YearValue
$557,236Latest year 2024

Participants Over Time

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

740201820212024YearValue
4Latest year 2024

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
202414$557,236$66,666$16,667iApproximate average salary by contribution assumption: employee only about $416,663 at 4% or $277,775 at 6%; with 50% employer match about $277,775 at 4% or $185,183 at 6%; with 100% employer match about $208,331 at 4% or $138,888 at 6%.
Devin Stewart Professional Den 401(K) Profit Sharing Plan & Trust-4$557,236$66,666$16,667iApproximate average salary by contribution assumption: employee only about $416,663 at 4% or $277,775 at 6%; with 50% employer match about $277,775 at 4% or $185,183 at 6%; with 100% employer match about $208,331 at 4% or $138,888 at 6%.
202316$437,119$77,090$12,848iApproximate average salary by contribution assumption: employee only about $321,208 at 4% or $214,139 at 6%; with 50% employer match about $214,139 at 4% or $142,759 at 6%; with 100% employer match about $160,604 at 4% or $107,069 at 6%.
Devin Stewart Professional Den 401(K) Profit Sharing Plan & Trust-6$437,119$77,090$12,848iApproximate average salary by contribution assumption: employee only about $321,208 at 4% or $214,139 at 6%; with 50% employer match about $214,139 at 4% or $142,759 at 6%; with 100% employer match about $160,604 at 4% or $107,069 at 6%.
202215$302,983$52,161$10,432iApproximate average salary by contribution assumption: employee only about $260,805 at 4% or $173,870 at 6%; with 50% employer match about $173,870 at 4% or $115,913 at 6%; with 100% employer match about $130,403 at 4% or $86,935 at 6%.
Devin Stewart Professional Den 401(K) Profit Sharing Plan & Trust-5$302,983$52,161$10,432iApproximate average salary by contribution assumption: employee only about $260,805 at 4% or $173,870 at 6%; with 50% employer match about $173,870 at 4% or $115,913 at 6%; with 100% employer match about $130,403 at 4% or $86,935 at 6%.
202117$349,289$117,492$16,785iApproximate average salary by contribution assumption: employee only about $419,614 at 4% or $279,743 at 6%; with 50% employer match about $279,743 at 4% or $186,495 at 6%; with 100% employer match about $209,807 at 4% or $139,871 at 6%.
Devin Stewart Professional Den 401(K) Profit Sharing Plan & Trust-7$349,289$117,492$16,785iApproximate average salary by contribution assumption: employee only about $419,614 at 4% or $279,743 at 6%; with 50% employer match about $279,743 at 4% or $186,495 at 6%; with 100% employer match about $209,807 at 4% or $139,871 at 6%.
202015$192,967$61,788$12,358iApproximate average salary by contribution assumption: employee only about $308,940 at 4% or $205,960 at 6%; with 50% employer match about $205,960 at 4% or $137,307 at 6%; with 100% employer match about $154,470 at 4% or $102,980 at 6%.
Devin Stewart Professional Den 401(K) Profit Sharing Plan & Trust-5$192,967$61,788$12,358iApproximate average salary by contribution assumption: employee only about $308,940 at 4% or $205,960 at 6%; with 50% employer match about $205,960 at 4% or $137,307 at 6%; with 100% employer match about $154,470 at 4% or $102,980 at 6%.
201916$137,941$60,533$10,089iApproximate average salary by contribution assumption: employee only about $252,221 at 4% or $168,147 at 6%; with 50% employer match about $168,147 at 4% or $112,098 at 6%; with 100% employer match about $126,110 at 4% or $84,074 at 6%.
Devin Stewart Professional Den 401(K) Profit Sharing Plan & Trust-6$137,941$60,533$10,089iApproximate average salary by contribution assumption: employee only about $252,221 at 4% or $168,147 at 6%; with 50% employer match about $168,147 at 4% or $112,098 at 6%; with 100% employer match about $126,110 at 4% or $84,074 at 6%.
201817$61,087$67,107$9,587iApproximate average salary by contribution assumption: employee only about $239,668 at 4% or $159,779 at 6%; with 50% employer match about $159,779 at 4% or $106,519 at 6%; with 100% employer match about $119,834 at 4% or $79,889 at 6%.
Devin Stewart Professional Den 401(K) Profit Sharing Plan & Trust-7$61,087$67,107$9,587iApproximate average salary by contribution assumption: employee only about $239,668 at 4% or $159,779 at 6%; with 50% employer match about $159,779 at 4% or $106,519 at 6%; with 100% employer match about $119,834 at 4% or $79,889 at 6%.