Civic Intelligence

Stewart, Shortridge & Coates PC.

Plan context: Stewart, Shortridge, & Coates PC. 401K Profit Sharing Plan & Trust

EIN 84-1058464 • Englewood, CO • 21 filings • 5 plans

4 Inverness Court East Ste 100Englewood, CO 80112
Current Snapshot

Latest Year

2019

2019 Participants

6

2019 Assets

$340,746

2019 Contributions

$11,750

Historical Graphs

Total Assets Over Time

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

$1,319,453$659,727$0199920092018YearValue
$340,746Latest year 2018

Participants Over Time

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

1370199920092018YearValue
6Latest year 2018

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
201910$0$0-
Stewart, Shortridge, & Coates PC. 401K Profit Sharing Plan & Trust-0$0$0-
201816$340,746$11,750$1,958iApproximate average salary by contribution assumption: employee only about $48,958 at 4% or $32,639 at 6%; with 50% employer match about $32,639 at 4% or $21,759 at 6%; with 100% employer match about $24,479 at 4% or $16,319 at 6%.
Stewart, Shortridge, & Coates PC. 401K Profit Sharing Plan & Trust-6$340,746$11,750$1,958iApproximate average salary by contribution assumption: employee only about $48,958 at 4% or $32,639 at 6%; with 50% employer match about $32,639 at 4% or $21,759 at 6%; with 100% employer match about $24,479 at 4% or $16,319 at 6%.
201717$364,210$10,454$1,493iApproximate average salary by contribution assumption: employee only about $37,336 at 4% or $24,890 at 6%; with 50% employer match about $24,890 at 4% or $16,594 at 6%; with 100% employer match about $18,668 at 4% or $12,445 at 6%.
Stewart, Shortridge, & Coates PC. 401K Profit Sharing Plan & Trust-7$364,210$10,454$1,493iApproximate average salary by contribution assumption: employee only about $37,336 at 4% or $24,890 at 6%; with 50% employer match about $24,890 at 4% or $16,594 at 6%; with 100% employer match about $18,668 at 4% or $12,445 at 6%.
2016110$526,302$11,941$1,194iApproximate average salary by contribution assumption: employee only about $29,852 at 4% or $19,902 at 6%; with 50% employer match about $19,902 at 4% or $13,268 at 6%; with 100% employer match about $14,926 at 4% or $9,951 at 6%.
Stewart, Shortridge, & Coates PC. 401K Profit Sharing Plan & Trust-10$526,302$11,941$1,194iApproximate average salary by contribution assumption: employee only about $29,852 at 4% or $19,902 at 6%; with 50% employer match about $19,902 at 4% or $13,268 at 6%; with 100% employer match about $14,926 at 4% or $9,951 at 6%.
2015110$496,414$17,354$1,735iApproximate average salary by contribution assumption: employee only about $43,385 at 4% or $28,923 at 6%; with 50% employer match about $28,923 at 4% or $19,282 at 6%; with 100% employer match about $21,693 at 4% or $14,462 at 6%.
Stewart, Shortridge, & Coates PC. 401K Profit Sharing Plan & Trust-10$496,414$17,354$1,735iApproximate average salary by contribution assumption: employee only about $43,385 at 4% or $28,923 at 6%; with 50% employer match about $28,923 at 4% or $19,282 at 6%; with 100% employer match about $21,693 at 4% or $14,462 at 6%.
201419$481,732$15,614$1,735iApproximate average salary by contribution assumption: employee only about $43,372 at 4% or $28,915 at 6%; with 50% employer match about $28,915 at 4% or $19,277 at 6%; with 100% employer match about $21,686 at 4% or $14,457 at 6%.
Stewart, Shortridge, & Coates PC. 401K Profit Sharing Plan & Trust-9$481,732$15,614$1,735iApproximate average salary by contribution assumption: employee only about $43,372 at 4% or $28,915 at 6%; with 50% employer match about $28,915 at 4% or $19,277 at 6%; with 100% employer match about $21,686 at 4% or $14,457 at 6%.
2013112$1,319,453$55,032$4,586iApproximate average salary by contribution assumption: employee only about $114,650 at 4% or $76,433 at 6%; with 50% employer match about $76,433 at 4% or $50,956 at 6%; with 100% employer match about $57,325 at 4% or $38,217 at 6%.
Stewart, Shortridge, & Coates PC. 401K Profit Sharing Plan & Trust-12$1,319,453$55,032$4,586iApproximate average salary by contribution assumption: employee only about $114,650 at 4% or $76,433 at 6%; with 50% employer match about $76,433 at 4% or $50,956 at 6%; with 100% employer match about $57,325 at 4% or $38,217 at 6%.
2012110$1,005,295$76,246$7,625iApproximate average salary by contribution assumption: employee only about $190,615 at 4% or $127,077 at 6%; with 50% employer match about $127,077 at 4% or $84,718 at 6%; with 100% employer match about $95,308 at 4% or $63,538 at 6%.
Stewart, Shortridge, & Coates PC. 401K Profit Sharing Plan & Trust-10$1,005,295$76,246$7,625iApproximate average salary by contribution assumption: employee only about $190,615 at 4% or $127,077 at 6%; with 50% employer match about $127,077 at 4% or $84,718 at 6%; with 100% employer match about $95,308 at 4% or $63,538 at 6%.
2011113$879,597$86,996$6,692iApproximate average salary by contribution assumption: employee only about $167,300 at 4% or $111,533 at 6%; with 50% employer match about $111,533 at 4% or $74,356 at 6%; with 100% employer match about $83,650 at 4% or $55,767 at 6%.
Stewart, Shortridge, & Coates PC. 401K Profit Sharing Plan & Trust-13$879,597$86,996$6,692iApproximate average salary by contribution assumption: employee only about $167,300 at 4% or $111,533 at 6%; with 50% employer match about $111,533 at 4% or $74,356 at 6%; with 100% employer match about $83,650 at 4% or $55,767 at 6%.
2010112$904,016$84,042$7,004iApproximate average salary by contribution assumption: employee only about $175,088 at 4% or $116,725 at 6%; with 50% employer match about $116,725 at 4% or $77,817 at 6%; with 100% employer match about $87,544 at 4% or $58,363 at 6%.
Stewart, Shortridge, & Coates PC. 401K Profit Sharing Plan & Trust-12$904,016$84,042$7,004iApproximate average salary by contribution assumption: employee only about $175,088 at 4% or $116,725 at 6%; with 50% employer match about $116,725 at 4% or $77,817 at 6%; with 100% employer match about $87,544 at 4% or $58,363 at 6%.
2009111$715,398$85,617$7,783iApproximate average salary by contribution assumption: employee only about $194,584 at 4% or $129,723 at 6%; with 50% employer match about $129,723 at 4% or $86,482 at 6%; with 100% employer match about $97,292 at 4% or $64,861 at 6%.
Stewart, Shortridge, & Coates PC. 401K Profit Sharing Plan & Trust-11$715,398$85,617$7,783iApproximate average salary by contribution assumption: employee only about $194,584 at 4% or $129,723 at 6%; with 50% employer match about $129,723 at 4% or $86,482 at 6%; with 100% employer match about $97,292 at 4% or $64,861 at 6%.
2008112$434,375$75,517$6,293iApproximate average salary by contribution assumption: employee only about $157,327 at 4% or $104,885 at 6%; with 50% employer match about $104,885 at 4% or $69,923 at 6%; with 100% employer match about $78,664 at 4% or $52,442 at 6%.
Stewart, Shortridge, & Coates PC. 401K Profit Sharing Plan & Trust-12$434,375$75,517$6,293iApproximate average salary by contribution assumption: employee only about $157,327 at 4% or $104,885 at 6%; with 50% employer match about $104,885 at 4% or $69,923 at 6%; with 100% employer match about $78,664 at 4% or $52,442 at 6%.
2007112$690,666$72,049$6,004iApproximate average salary by contribution assumption: employee only about $150,102 at 4% or $100,068 at 6%; with 50% employer match about $100,068 at 4% or $66,712 at 6%; with 100% employer match about $75,051 at 4% or $50,034 at 6%.
Stewart, Shortridge, & Coates PC. 401K Profit Sharing Plan & Trust-12$690,666$72,049$6,004iApproximate average salary by contribution assumption: employee only about $150,102 at 4% or $100,068 at 6%; with 50% employer match about $100,068 at 4% or $66,712 at 6%; with 100% employer match about $75,051 at 4% or $50,034 at 6%.
2006110$522,376$96,370$9,637iApproximate average salary by contribution assumption: employee only about $240,925 at 4% or $160,617 at 6%; with 50% employer match about $160,617 at 4% or $107,078 at 6%; with 100% employer match about $120,463 at 4% or $80,308 at 6%.
Stewart, Shortridge, & Coates PC. 401K Profit Sharing Plan & Trust-10$522,376$96,370$9,637iApproximate average salary by contribution assumption: employee only about $240,925 at 4% or $160,617 at 6%; with 50% employer match about $160,617 at 4% or $107,078 at 6%; with 100% employer match about $120,463 at 4% or $80,308 at 6%.
200519$392,653$56,518$6,280iApproximate average salary by contribution assumption: employee only about $156,994 at 4% or $104,663 at 6%; with 50% employer match about $104,663 at 4% or $69,775 at 6%; with 100% employer match about $78,497 at 4% or $52,331 at 6%.
Stewart, Shortridge, & Coates PC. 401K Profit Sharing Plan & Trust-9$392,653$56,518$6,280iApproximate average salary by contribution assumption: employee only about $156,994 at 4% or $104,663 at 6%; with 50% employer match about $104,663 at 4% or $69,775 at 6%; with 100% employer match about $78,497 at 4% or $52,331 at 6%.
200419$299,764$50,026$5,558iApproximate average salary by contribution assumption: employee only about $138,961 at 4% or $92,641 at 6%; with 50% employer match about $92,641 at 4% or $61,760 at 6%; with 100% employer match about $69,481 at 4% or $46,320 at 6%.
Stewart, Shortridge, & Coates PC. 401K Profit Sharing Plan & Trust-9$299,764$50,026$5,558iApproximate average salary by contribution assumption: employee only about $138,961 at 4% or $92,641 at 6%; with 50% employer match about $92,641 at 4% or $61,760 at 6%; with 100% employer match about $69,481 at 4% or $46,320 at 6%.
200317$236,917$49,897$7,128iApproximate average salary by contribution assumption: employee only about $178,204 at 4% or $118,802 at 6%; with 50% employer match about $118,802 at 4% or $79,202 at 6%; with 100% employer match about $89,102 at 4% or $59,401 at 6%.
Stewart, Shortridge, & Coates PC. 401K Profit Sharing Plan & Trust-7$236,917$49,897$7,128iApproximate average salary by contribution assumption: employee only about $178,204 at 4% or $118,802 at 6%; with 50% employer match about $118,802 at 4% or $79,202 at 6%; with 100% employer match about $89,102 at 4% or $59,401 at 6%.
200219$156,312$92,729$10,303iApproximate average salary by contribution assumption: employee only about $257,581 at 4% or $171,720 at 6%; with 50% employer match about $171,720 at 4% or $114,480 at 6%; with 100% employer match about $128,790 at 4% or $85,860 at 6%.
Stewart, Shortridge, & Coates PC. 401K Profit Sharing Plan & Trust-9$156,312$92,729$10,303iApproximate average salary by contribution assumption: employee only about $257,581 at 4% or $171,720 at 6%; with 50% employer match about $171,720 at 4% or $114,480 at 6%; with 100% employer match about $128,790 at 4% or $85,860 at 6%.
2001110$79,949$42,518$4,252iApproximate average salary by contribution assumption: employee only about $106,295 at 4% or $70,863 at 6%; with 50% employer match about $70,863 at 4% or $47,242 at 6%; with 100% employer match about $53,148 at 4% or $35,432 at 6%.
Stewart, Shortridge, & Coates PC. 401K Profit Sharing Plan & Trust-10$79,949$42,518$4,252iApproximate average salary by contribution assumption: employee only about $106,295 at 4% or $70,863 at 6%; with 50% employer match about $70,863 at 4% or $47,242 at 6%; with 100% employer match about $53,148 at 4% or $35,432 at 6%.
200018$0$0-
Stewart, Shortridge, & Coates PC. 401K Profit Sharing Plan & Trust-8---
199919$21,505$18,910$2,101iApproximate average salary by contribution assumption: employee only about $52,528 at 4% or $35,019 at 6%; with 50% employer match about $35,019 at 4% or $23,346 at 6%; with 100% employer match about $26,264 at 4% or $17,509 at 6%.
Stewart, Shortridge, & Coates PC. 401K Profit Sharing Plan & Trust-9$21,505$18,910$2,101iApproximate average salary by contribution assumption: employee only about $52,528 at 4% or $35,019 at 6%; with 50% employer match about $35,019 at 4% or $23,346 at 6%; with 100% employer match about $26,264 at 4% or $17,509 at 6%.