Stevens & Stevens Investment Group Inc.
Plan context: Stevens & Stevens Investment Group Inc. Retirement Plan
EIN 83-4607305 • 6 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
18
2024 Assets
$1,731,685
2024 Contributions
$10,000
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 18 | $1,731,685 | $0 | - |
| Stevens & Stevens Investment Group Inc. Retirement Plan | - | 18 | $1,731,685 | - | - |
| 2023 | 1 | 15 | $1,585,360 | $10,000 | $667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%. |
| Stevens & Stevens Investment Group Inc. Retirement Plan | - | 15 | $1,585,360 | $10,000 | $667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%. |
| 2022 | 1 | 10 | $1,435,199 | $35,000 | $3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%. |
| Stevens & Stevens Investment Group Inc. Retirement Plan | - | 10 | $1,435,199 | $35,000 | $3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%. |
| 2021 | 1 | 7 | $1,240,157 | $0 | - |
| Stevens & Stevens Investment Group Inc. Retirement Plan | - | 7 | $1,240,157 | - | - |
| 2020 | 1 | 7 | $1,135,031 | $35,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Stevens & Stevens Investment Group Inc. Retirement Plan | - | 7 | $1,135,031 | $35,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2019 | 1 | 2 | $640,031 | $642,471 | $321,236iApproximate average salary by contribution assumption: employee only about $8,030,888 at 4% or $5,353,925 at 6%; with 50% employer match about $5,353,925 at 4% or $3,569,283 at 6%; with 100% employer match about $4,015,444 at 4% or $2,676,963 at 6%. |
| Stevens & Stevens Investment Group Inc. Retirement Plan | - | 2 | $640,031 | $642,471 | $321,236iApproximate average salary by contribution assumption: employee only about $8,030,888 at 4% or $5,353,925 at 6%; with 50% employer match about $5,353,925 at 4% or $3,569,283 at 6%; with 100% employer match about $4,015,444 at 4% or $2,676,963 at 6%. |