The Stevinson 401(K) Plan and Trust
Plan context: The Stevinson 401(K) Plan and Trust
EIN 84-1138845 • 22 filings • 3 plans
Current Snapshot
Latest Year
2022
2022 Participants
9
2022 Assets
$24,746,174
2022 Contributions
$344,540
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $344,540 | - |
| The Stevinson 401(K) Plan and Trust | - | 0 | - | $344,540 | - |
| 2021 | 1 | 9 | $24,746,174 | $3,077,782 | $341,976iApproximate average salary by contribution assumption: employee only about $8,549,394 at 4% or $5,699,596 at 6%; with 50% employer match about $5,699,596 at 4% or $3,799,731 at 6%; with 100% employer match about $4,274,697 at 4% or $2,849,798 at 6%. |
| The Stevinson 401(K) Plan and Trust | - | 9 | $24,746,174 | $3,077,782 | $341,976iApproximate average salary by contribution assumption: employee only about $8,549,394 at 4% or $5,699,596 at 6%; with 50% employer match about $5,699,596 at 4% or $3,799,731 at 6%; with 100% employer match about $4,274,697 at 4% or $2,849,798 at 6%. |
| 2020 | 1 | 502 | $22,821,097 | $2,943,557 | $5,864iApproximate average salary by contribution assumption: employee only about $146,591 at 4% or $97,728 at 6%; with 50% employer match about $97,728 at 4% or $65,152 at 6%; with 100% employer match about $73,296 at 4% or $48,864 at 6%. |
| The Stevinson 401(K) Plan and Trust | - | 502 | $22,821,097 | $2,943,557 | $5,864iApproximate average salary by contribution assumption: employee only about $146,591 at 4% or $97,728 at 6%; with 50% employer match about $97,728 at 4% or $65,152 at 6%; with 100% employer match about $73,296 at 4% or $48,864 at 6%. |
| 2019 | 1 | 642 | $19,982,443 | $2,772,479 | $4,319iApproximate average salary by contribution assumption: employee only about $107,963 at 4% or $71,975 at 6%; with 50% employer match about $71,975 at 4% or $47,983 at 6%; with 100% employer match about $53,981 at 4% or $35,988 at 6%. |
| The Stevinson 401(K) Plan and Trust | - | 642 | $19,982,443 | $2,772,479 | $4,319iApproximate average salary by contribution assumption: employee only about $107,963 at 4% or $71,975 at 6%; with 50% employer match about $71,975 at 4% or $47,983 at 6%; with 100% employer match about $53,981 at 4% or $35,988 at 6%. |
| 2018 | 1 | 632 | $14,928,214 | $2,848,545 | $4,507iApproximate average salary by contribution assumption: employee only about $112,680 at 4% or $75,120 at 6%; with 50% employer match about $75,120 at 4% or $50,080 at 6%; with 100% employer match about $56,340 at 4% or $37,560 at 6%. |
| The Stevinson 401(K) Plan and Trust | - | 632 | $14,928,214 | $2,848,545 | $4,507iApproximate average salary by contribution assumption: employee only about $112,680 at 4% or $75,120 at 6%; with 50% employer match about $75,120 at 4% or $50,080 at 6%; with 100% employer match about $56,340 at 4% or $37,560 at 6%. |
| 2017 | 1 | 641 | $13,956,421 | $2,528,897 | $3,945iApproximate average salary by contribution assumption: employee only about $98,631 at 4% or $65,754 at 6%; with 50% employer match about $65,754 at 4% or $43,836 at 6%; with 100% employer match about $49,315 at 4% or $32,877 at 6%. |
| The Stevinson 401(K) Plan and Trust | - | 641 | $13,956,421 | $2,528,897 | $3,945iApproximate average salary by contribution assumption: employee only about $98,631 at 4% or $65,754 at 6%; with 50% employer match about $65,754 at 4% or $43,836 at 6%; with 100% employer match about $49,315 at 4% or $32,877 at 6%. |
| 2016 | 1 | 655 | $10,579,493 | $2,100,591 | $3,207iApproximate average salary by contribution assumption: employee only about $80,175 at 4% or $53,450 at 6%; with 50% employer match about $53,450 at 4% or $35,633 at 6%; with 100% employer match about $40,088 at 4% or $26,725 at 6%. |
| The Stevinson 401(K) Plan and Trust | - | 655 | $10,579,493 | $2,100,591 | $3,207iApproximate average salary by contribution assumption: employee only about $80,175 at 4% or $53,450 at 6%; with 50% employer match about $53,450 at 4% or $35,633 at 6%; with 100% employer match about $40,088 at 4% or $26,725 at 6%. |
| 2015 | 1 | 605 | $8,240,616 | $1,511,061 | $2,498iApproximate average salary by contribution assumption: employee only about $62,441 at 4% or $41,627 at 6%; with 50% employer match about $41,627 at 4% or $27,751 at 6%; with 100% employer match about $31,220 at 4% or $20,814 at 6%. |
| The Stevinson 401(K) Plan and Trust | - | 605 | $8,240,616 | $1,511,061 | $2,498iApproximate average salary by contribution assumption: employee only about $62,441 at 4% or $41,627 at 6%; with 50% employer match about $41,627 at 4% or $27,751 at 6%; with 100% employer match about $31,220 at 4% or $20,814 at 6%. |
| 2013 | 1 | 427 | $7,194,677 | $479,680 | $1,123iApproximate average salary by contribution assumption: employee only about $28,084 at 4% or $18,723 at 6%; with 50% employer match about $18,723 at 4% or $12,482 at 6%; with 100% employer match about $14,042 at 4% or $9,361 at 6%. |
| The Stevinson 401(K) Plan and Trust | - | 427 | $7,194,677 | $479,680 | $1,123iApproximate average salary by contribution assumption: employee only about $28,084 at 4% or $18,723 at 6%; with 50% employer match about $18,723 at 4% or $12,482 at 6%; with 100% employer match about $14,042 at 4% or $9,361 at 6%. |
| 2012 | 1 | 436 | $5,598,263 | $457,872 | $1,050iApproximate average salary by contribution assumption: employee only about $26,254 at 4% or $17,503 at 6%; with 50% employer match about $17,503 at 4% or $11,669 at 6%; with 100% employer match about $13,127 at 4% or $8,751 at 6%. |
| The Stevinson 401(K) Plan and Trust | - | 436 | $5,598,263 | $457,872 | $1,050iApproximate average salary by contribution assumption: employee only about $26,254 at 4% or $17,503 at 6%; with 50% employer match about $17,503 at 4% or $11,669 at 6%; with 100% employer match about $13,127 at 4% or $8,751 at 6%. |
| 2011 | 1 | 428 | $4,868,608 | $453,871 | $1,060iApproximate average salary by contribution assumption: employee only about $26,511 at 4% or $17,674 at 6%; with 50% employer match about $17,674 at 4% or $11,783 at 6%; with 100% employer match about $13,256 at 4% or $8,837 at 6%. |
| The Stevinson 401(K) Plan and Trust | - | 428 | $4,868,608 | $453,871 | $1,060iApproximate average salary by contribution assumption: employee only about $26,511 at 4% or $17,674 at 6%; with 50% employer match about $17,674 at 4% or $11,783 at 6%; with 100% employer match about $13,256 at 4% or $8,837 at 6%. |
| 2010 | 1 | 406 | $4,804,760 | $482,769 | $1,189iApproximate average salary by contribution assumption: employee only about $29,727 at 4% or $19,818 at 6%; with 50% employer match about $19,818 at 4% or $13,212 at 6%; with 100% employer match about $14,864 at 4% or $9,909 at 6%. |
| The Stevinson 401(K) Plan and Trust | - | 406 | $4,804,760 | $482,769 | $1,189iApproximate average salary by contribution assumption: employee only about $29,727 at 4% or $19,818 at 6%; with 50% employer match about $19,818 at 4% or $13,212 at 6%; with 100% employer match about $14,864 at 4% or $9,909 at 6%. |
| 2009 | 1 | 434 | $4,183,691 | $487,809 | $1,124iApproximate average salary by contribution assumption: employee only about $28,100 at 4% or $18,733 at 6%; with 50% employer match about $18,733 at 4% or $12,489 at 6%; with 100% employer match about $14,050 at 4% or $9,367 at 6%. |
| The Stevinson 401(K) Plan and Trust | - | 434 | $4,183,691 | $487,809 | $1,124iApproximate average salary by contribution assumption: employee only about $28,100 at 4% or $18,733 at 6%; with 50% employer match about $18,733 at 4% or $12,489 at 6%; with 100% employer match about $14,050 at 4% or $9,367 at 6%. |
| 2008 | 1 | 418 | $3,292,501 | $521,643 | $1,248iApproximate average salary by contribution assumption: employee only about $31,199 at 4% or $20,799 at 6%; with 50% employer match about $20,799 at 4% or $13,866 at 6%; with 100% employer match about $15,599 at 4% or $10,400 at 6%. |
| The Stevinson 401(K) Plan and Trust | - | 418 | $3,292,501 | $521,643 | $1,248iApproximate average salary by contribution assumption: employee only about $31,199 at 4% or $20,799 at 6%; with 50% employer match about $20,799 at 4% or $13,866 at 6%; with 100% employer match about $15,599 at 4% or $10,400 at 6%. |
| 2007 | 1 | 447 | $4,717,484 | $567,388 | $1,269iApproximate average salary by contribution assumption: employee only about $31,733 at 4% or $21,155 at 6%; with 50% employer match about $21,155 at 4% or $14,104 at 6%; with 100% employer match about $15,867 at 4% or $10,578 at 6%. |
| The Stevinson 401(K) Plan and Trust | - | 447 | $4,717,484 | $567,388 | $1,269iApproximate average salary by contribution assumption: employee only about $31,733 at 4% or $21,155 at 6%; with 50% employer match about $21,155 at 4% or $14,104 at 6%; with 100% employer match about $15,867 at 4% or $10,578 at 6%. |
| 2006 | 1 | 414 | $4,269,868 | $514,683 | $1,243iApproximate average salary by contribution assumption: employee only about $31,080 at 4% or $20,720 at 6%; with 50% employer match about $20,720 at 4% or $13,813 at 6%; with 100% employer match about $15,540 at 4% or $10,360 at 6%. |
| The Stevinson 401(K) Plan and Trust | - | 414 | $4,269,868 | $514,683 | $1,243iApproximate average salary by contribution assumption: employee only about $31,080 at 4% or $20,720 at 6%; with 50% employer match about $20,720 at 4% or $13,813 at 6%; with 100% employer match about $15,540 at 4% or $10,360 at 6%. |
| 2005 | 1 | 407 | $3,658,776 | $529,555 | $1,301iApproximate average salary by contribution assumption: employee only about $32,528 at 4% or $21,685 at 6%; with 50% employer match about $21,685 at 4% or $14,457 at 6%; with 100% employer match about $16,264 at 4% or $10,843 at 6%. |
| The Stevinson 401(K) Plan and Trust | - | 407 | $3,658,776 | $529,555 | $1,301iApproximate average salary by contribution assumption: employee only about $32,528 at 4% or $21,685 at 6%; with 50% employer match about $21,685 at 4% or $14,457 at 6%; with 100% employer match about $16,264 at 4% or $10,843 at 6%. |
| 2004 | 1 | 366 | $3,429,640 | $526,822 | $1,439iApproximate average salary by contribution assumption: employee only about $35,985 at 4% or $23,990 at 6%; with 50% employer match about $23,990 at 4% or $15,993 at 6%; with 100% employer match about $17,993 at 4% or $11,995 at 6%. |
| The Stevinson 401(K) Plan and Trust | - | 366 | $3,429,640 | $526,822 | $1,439iApproximate average salary by contribution assumption: employee only about $35,985 at 4% or $23,990 at 6%; with 50% employer match about $23,990 at 4% or $15,993 at 6%; with 100% employer match about $17,993 at 4% or $11,995 at 6%. |
| 2003 | 1 | 367 | $3,078,270 | $551,216 | $1,502iApproximate average salary by contribution assumption: employee only about $37,549 at 4% or $25,033 at 6%; with 50% employer match about $25,033 at 4% or $16,688 at 6%; with 100% employer match about $18,774 at 4% or $12,516 at 6%. |
| The Stevinson 401(K) Plan and Trust | - | 367 | $3,078,270 | $551,216 | $1,502iApproximate average salary by contribution assumption: employee only about $37,549 at 4% or $25,033 at 6%; with 50% employer match about $25,033 at 4% or $16,688 at 6%; with 100% employer match about $18,774 at 4% or $12,516 at 6%. |
| 2002 | 1 | 345 | $0 | $0 | - |
| The Stevinson 401(K) Plan and Trust | - | 345 | - | - | - |
| 2001 | 1 | 299 | $2,322,273 | $611,574 | $2,045iApproximate average salary by contribution assumption: employee only about $51,135 at 4% or $34,090 at 6%; with 50% employer match about $34,090 at 4% or $22,727 at 6%; with 100% employer match about $25,567 at 4% or $17,045 at 6%. |
| The Stevinson 401(K) Plan and Trust | - | 299 | $2,322,273 | $611,574 | $2,045iApproximate average salary by contribution assumption: employee only about $51,135 at 4% or $34,090 at 6%; with 50% employer match about $34,090 at 4% or $22,727 at 6%; with 100% employer match about $25,567 at 4% or $17,045 at 6%. |
| 2000 | 1 | 322 | $2,235,218 | $538,202 | $1,671iApproximate average salary by contribution assumption: employee only about $41,786 at 4% or $27,857 at 6%; with 50% employer match about $27,857 at 4% or $18,571 at 6%; with 100% employer match about $20,893 at 4% or $13,929 at 6%. |
| The Stevinson 401(K) Plan and Trust | - | 322 | $2,235,218 | $538,202 | $1,671iApproximate average salary by contribution assumption: employee only about $41,786 at 4% or $27,857 at 6%; with 50% employer match about $27,857 at 4% or $18,571 at 6%; with 100% employer match about $20,893 at 4% or $13,929 at 6%. |