PERTIA STONE
Plan context: PERITIA STONE 401(K) PROFIT SHARING PLAN & TRUST
EIN 82-3873267 • Waterloo, IA • 3 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
22
2025 Assets
$49,856
2025 Contributions
$19,348
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 | 22 | $49,856 | $19,348 | $879iApproximate average salary by contribution assumption: employee only about $21,986 at 4% or $14,658 at 6%; with 50% employer match about $14,658 at 4% or $9,772 at 6%; with 100% employer match about $10,993 at 4% or $7,329 at 6%. |
| PERITIA STONE 401(K) PROFIT SHARING PLAN & TRUST | - | 22 | $49,856 | $19,348 | $879iApproximate average salary by contribution assumption: employee only about $21,986 at 4% or $14,658 at 6%; with 50% employer match about $14,658 at 4% or $9,772 at 6%; with 100% employer match about $10,993 at 4% or $7,329 at 6%. |
| 2024 | 1 | 14 | $27,025 | $19,671 | $1,405iApproximate average salary by contribution assumption: employee only about $35,127 at 4% or $23,418 at 6%; with 50% employer match about $23,418 at 4% or $15,612 at 6%; with 100% employer match about $17,563 at 4% or $11,709 at 6%. |
| PERITIA STONE 401(K) PROFIT SHARING PLAN & TRUST | - | 14 | $27,025 | $19,671 | $1,405iApproximate average salary by contribution assumption: employee only about $35,127 at 4% or $23,418 at 6%; with 50% employer match about $23,418 at 4% or $15,612 at 6%; with 100% employer match about $17,563 at 4% or $11,709 at 6%. |
| 2023 | 1 | 8 | $7,216 | $8,204 | $1,026iApproximate average salary by contribution assumption: employee only about $25,638 at 4% or $17,092 at 6%; with 50% employer match about $17,092 at 4% or $11,394 at 6%; with 100% employer match about $12,819 at 4% or $8,546 at 6%. |
| PERTIA STONE 401(K) PROFIT SHARING PLAN & TRUST | - | 8 | $7,216 | $8,204 | $1,026iApproximate average salary by contribution assumption: employee only about $25,638 at 4% or $17,092 at 6%; with 50% employer match about $17,092 at 4% or $11,394 at 6%; with 100% employer match about $12,819 at 4% or $8,546 at 6%. |