Samuel J. Stoorman & Associates PC.
Plan context: Samuel J. Stoorman & Associates PC. 401K Profit Sharing Plan and Trust
EIN 84-1213702 • Denver, CO • 27 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
5
2023 Assets
$1,738,720
2023 Contributions
$81,154
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 5 | $1,738,720 | $81,154 | $16,231iApproximate average salary by contribution assumption: employee only about $405,770 at 4% or $270,513 at 6%; with 50% employer match about $270,513 at 4% or $180,342 at 6%; with 100% employer match about $202,885 at 4% or $135,257 at 6%. |
| Samuel J. Stoorman & Associates PC. 401K Profit Sharing Plan and Trust | - | 5 | $1,738,720 | $81,154 | $16,231iApproximate average salary by contribution assumption: employee only about $405,770 at 4% or $270,513 at 6%; with 50% employer match about $270,513 at 4% or $180,342 at 6%; with 100% employer match about $202,885 at 4% or $135,257 at 6%. |
| 2022 | 1 | 5 | $1,412,916 | $61,524 | $12,305iApproximate average salary by contribution assumption: employee only about $307,620 at 4% or $205,080 at 6%; with 50% employer match about $205,080 at 4% or $136,720 at 6%; with 100% employer match about $153,810 at 4% or $102,540 at 6%. |
| Samuel J. Stoorman & Associates PC. 401K Profit Sharing Plan and Trust | - | 5 | $1,412,916 | $61,524 | $12,305iApproximate average salary by contribution assumption: employee only about $307,620 at 4% or $205,080 at 6%; with 50% employer match about $205,080 at 4% or $136,720 at 6%; with 100% employer match about $153,810 at 4% or $102,540 at 6%. |
| 2021 | 2 | 5 | $1,737,620 | $81,477 | $16,295iApproximate average salary by contribution assumption: employee only about $407,385 at 4% or $271,590 at 6%; with 50% employer match about $271,590 at 4% or $181,060 at 6%; with 100% employer match about $203,693 at 4% or $135,795 at 6%. |
| Samuel J. Stoorman & Associates PC. 401K Profit Sharing Plan and Trust | - | 5 | $1,737,620 | $81,477 | $16,295iApproximate average salary by contribution assumption: employee only about $407,385 at 4% or $271,590 at 6%; with 50% employer match about $271,590 at 4% or $181,060 at 6%; with 100% employer match about $203,693 at 4% or $135,795 at 6%. |
| Samuel J. Stoorman & Associates PC. Cash Balance Plan | - | 0 | $0 | - | - |
| 2020 | 2 | 5 | $2,514,194 | $190,621 | $38,124iApproximate average salary by contribution assumption: employee only about $953,105 at 4% or $635,403 at 6%; with 50% employer match about $635,403 at 4% or $423,602 at 6%; with 100% employer match about $476,552 at 4% or $317,702 at 6%. |
| Samuel J. Stoorman & Associates PC. 401K Profit Sharing Plan and Trust | - | 5 | $1,680,397 | $96,049 | $19,210iApproximate average salary by contribution assumption: employee only about $480,245 at 4% or $320,163 at 6%; with 50% employer match about $320,163 at 4% or $213,442 at 6%; with 100% employer match about $240,123 at 4% or $160,082 at 6%. |
| Samuel J. Stoorman & Associates PC. Cash Balance Plan | - | 4 | $833,797 | $94,572 | $23,643iApproximate average salary by contribution assumption: employee only about $591,075 at 4% or $394,050 at 6%; with 50% employer match about $394,050 at 4% or $262,700 at 6%; with 100% employer match about $295,538 at 4% or $197,025 at 6%. |
| 2019 | 2 | 5 | $2,096,023 | $167,055 | $33,411iApproximate average salary by contribution assumption: employee only about $835,275 at 4% or $556,850 at 6%; with 50% employer match about $556,850 at 4% or $371,233 at 6%; with 100% employer match about $417,638 at 4% or $278,425 at 6%. |
| Samuel J. Stoorman & Associates PC. 401K Profit Sharing Plan and Trust | - | 5 | $1,411,184 | $41,719 | $8,344iApproximate average salary by contribution assumption: employee only about $208,595 at 4% or $139,063 at 6%; with 50% employer match about $139,063 at 4% or $92,709 at 6%; with 100% employer match about $104,297 at 4% or $69,532 at 6%. |
| Samuel J. Stoorman & Associates PC. Cash Balance Plan | - | 5 | $684,839 | $125,336 | $25,067iApproximate average salary by contribution assumption: employee only about $626,680 at 4% or $417,787 at 6%; with 50% employer match about $417,787 at 4% or $278,524 at 6%; with 100% employer match about $313,340 at 4% or $208,893 at 6%. |
| 2018 | 2 | 4 | $1,653,880 | $200,692 | $50,173iApproximate average salary by contribution assumption: employee only about $1,254,325 at 4% or $836,217 at 6%; with 50% employer match about $836,217 at 4% or $557,478 at 6%; with 100% employer match about $627,163 at 4% or $418,108 at 6%. |
| Samuel J. Stoorman & Associates PC. 401K Profit Sharing Plan and Trust | - | 4 | $1,144,265 | $92,292 | $23,073iApproximate average salary by contribution assumption: employee only about $576,825 at 4% or $384,550 at 6%; with 50% employer match about $384,550 at 4% or $256,367 at 6%; with 100% employer match about $288,413 at 4% or $192,275 at 6%. |
| Samuel J. Stoorman & Associates PC. Cash Balance Plan | - | 3 | $509,615 | $108,400 | $36,133iApproximate average salary by contribution assumption: employee only about $903,333 at 4% or $602,222 at 6%; with 50% employer match about $602,222 at 4% or $401,481 at 6%; with 100% employer match about $451,667 at 4% or $301,111 at 6%. |
| 2017 | 2 | 5 | $1,551,914 | $160,113 | $32,023iApproximate average salary by contribution assumption: employee only about $800,565 at 4% or $533,710 at 6%; with 50% employer match about $533,710 at 4% or $355,807 at 6%; with 100% employer match about $400,283 at 4% or $266,855 at 6%. |
| Samuel J. Stoorman & Associates PC. 401K Profit Sharing Plan and Trust | - | 5 | $1,137,116 | $84,130 | $16,826iApproximate average salary by contribution assumption: employee only about $420,650 at 4% or $280,433 at 6%; with 50% employer match about $280,433 at 4% or $186,956 at 6%; with 100% employer match about $210,325 at 4% or $140,217 at 6%. |
| Samuel J. Stoorman & Associates PC. Cash Balance Plan | - | 3 | $414,798 | $75,983 | $25,328iApproximate average salary by contribution assumption: employee only about $633,192 at 4% or $422,128 at 6%; with 50% employer match about $422,128 at 4% or $281,419 at 6%; with 100% employer match about $316,596 at 4% or $211,064 at 6%. |
| 2016 | 2 | 6 | $1,247,582 | $208,599 | $34,767iApproximate average salary by contribution assumption: employee only about $869,163 at 4% or $579,442 at 6%; with 50% employer match about $579,442 at 4% or $386,294 at 6%; with 100% employer match about $434,581 at 4% or $289,721 at 6%. |
| Samuel J. Stoorman & Associates PC. 401K Profit Sharing Plan and Trust | - | 6 | $925,903 | $89,814 | $14,969iApproximate average salary by contribution assumption: employee only about $374,225 at 4% or $249,483 at 6%; with 50% employer match about $249,483 at 4% or $166,322 at 6%; with 100% employer match about $187,113 at 4% or $124,742 at 6%. |
| Samuel J. Stoorman & Associates PC. Cash Balance Plan | - | 5 | $321,679 | $118,785 | $23,757iApproximate average salary by contribution assumption: employee only about $593,925 at 4% or $395,950 at 6%; with 50% employer match about $395,950 at 4% or $263,967 at 6%; with 100% employer match about $296,963 at 4% or $197,975 at 6%. |
| 2015 | 2 | 4 | $956,311 | $177,117 | $44,279iApproximate average salary by contribution assumption: employee only about $1,106,981 at 4% or $737,988 at 6%; with 50% employer match about $737,988 at 4% or $491,992 at 6%; with 100% employer match about $553,491 at 4% or $368,994 at 6%. |
| Samuel J. Stoorman & Associates PC. 401K Profit Sharing Plan and Trust | - | 4 | $767,086 | $80,617 | $20,154iApproximate average salary by contribution assumption: employee only about $503,856 at 4% or $335,904 at 6%; with 50% employer match about $335,904 at 4% or $223,936 at 6%; with 100% employer match about $251,928 at 4% or $167,952 at 6%. |
| Samuel J. Stoorman & Associates PC. Cash Balance Plan | - | 4 | $189,225 | $96,500 | $24,125iApproximate average salary by contribution assumption: employee only about $603,125 at 4% or $402,083 at 6%; with 50% employer match about $402,083 at 4% or $268,056 at 6%; with 100% employer match about $301,563 at 4% or $201,042 at 6%. |
| 2014 | 2 | 7 | $875,510 | $178,253 | $25,465iApproximate average salary by contribution assumption: employee only about $636,618 at 4% or $424,412 at 6%; with 50% employer match about $424,412 at 4% or $282,941 at 6%; with 100% employer match about $318,309 at 4% or $212,206 at 6%. |
| Samuel J. Stoorman & Associates PC. 401K Profit Sharing Plan and Trust | - | 7 | $777,149 | $79,892 | $11,413iApproximate average salary by contribution assumption: employee only about $285,329 at 4% or $190,219 at 6%; with 50% employer match about $190,219 at 4% or $126,813 at 6%; with 100% employer match about $142,664 at 4% or $95,110 at 6%. |
| Samuel J. Stoorman & Associates PC. Cash Balance Plan | - | 4 | $98,361 | $98,361 | $24,590iApproximate average salary by contribution assumption: employee only about $614,756 at 4% or $409,838 at 6%; with 50% employer match about $409,838 at 4% or $273,225 at 6%; with 100% employer match about $307,378 at 4% or $204,919 at 6%. |
| 2013 | 1 | 6 | $674,141 | $76,428 | $12,738iApproximate average salary by contribution assumption: employee only about $318,450 at 4% or $212,300 at 6%; with 50% employer match about $212,300 at 4% or $141,533 at 6%; with 100% employer match about $159,225 at 4% or $106,150 at 6%. |
| Samuel J. Stoorman & Associates PC. 401K Profit Sharing Plan and Trust | - | 6 | $674,141 | $76,428 | $12,738iApproximate average salary by contribution assumption: employee only about $318,450 at 4% or $212,300 at 6%; with 50% employer match about $212,300 at 4% or $141,533 at 6%; with 100% employer match about $159,225 at 4% or $106,150 at 6%. |
| 2012 | 1 | 5 | $553,303 | $72,030 | $14,406iApproximate average salary by contribution assumption: employee only about $360,150 at 4% or $240,100 at 6%; with 50% employer match about $240,100 at 4% or $160,067 at 6%; with 100% employer match about $180,075 at 4% or $120,050 at 6%. |
| Samuel J. Stoorman & Associates PC. 401K Profit Sharing Plan and Trust | - | 5 | $553,303 | $72,030 | $14,406iApproximate average salary by contribution assumption: employee only about $360,150 at 4% or $240,100 at 6%; with 50% employer match about $240,100 at 4% or $160,067 at 6%; with 100% employer match about $180,075 at 4% or $120,050 at 6%. |
| 2011 | 1 | 7 | $457,557 | $66,973 | $9,568iApproximate average salary by contribution assumption: employee only about $239,189 at 4% or $159,460 at 6%; with 50% employer match about $159,460 at 4% or $106,306 at 6%; with 100% employer match about $119,595 at 4% or $79,730 at 6%. |
| Samuel J. Stoorman & Associates PC. 401K Profit Sharing Plan and Trust | - | 7 | $457,557 | $66,973 | $9,568iApproximate average salary by contribution assumption: employee only about $239,189 at 4% or $159,460 at 6%; with 50% employer match about $159,460 at 4% or $106,306 at 6%; with 100% employer match about $119,595 at 4% or $79,730 at 6%. |
| 2010 | 1 | 6 | $377,164 | $68,419 | $11,403iApproximate average salary by contribution assumption: employee only about $285,079 at 4% or $190,053 at 6%; with 50% employer match about $190,053 at 4% or $126,702 at 6%; with 100% employer match about $142,540 at 4% or $95,026 at 6%. |
| Samuel J. Stoorman & Associates PC. 401K Profit Sharing Plan and Trust | - | 6 | $377,164 | $68,419 | $11,403iApproximate average salary by contribution assumption: employee only about $285,079 at 4% or $190,053 at 6%; with 50% employer match about $190,053 at 4% or $126,702 at 6%; with 100% employer match about $142,540 at 4% or $95,026 at 6%. |
| 2009 | 1 | 5 | $265,082 | $75,801 | $15,160iApproximate average salary by contribution assumption: employee only about $379,005 at 4% or $252,670 at 6%; with 50% employer match about $252,670 at 4% or $168,447 at 6%; with 100% employer match about $189,503 at 4% or $126,335 at 6%. |
| Samuel J. Stoorman & Associates PC. 401K Profit Sharing Plan and Trust | - | 5 | $265,082 | $75,801 | $15,160iApproximate average salary by contribution assumption: employee only about $379,005 at 4% or $252,670 at 6%; with 50% employer match about $252,670 at 4% or $168,447 at 6%; with 100% employer match about $189,503 at 4% or $126,335 at 6%. |
| 2008 | 1 | 4 | $151,423 | $64,976 | $16,244iApproximate average salary by contribution assumption: employee only about $406,100 at 4% or $270,733 at 6%; with 50% employer match about $270,733 at 4% or $180,489 at 6%; with 100% employer match about $203,050 at 4% or $135,367 at 6%. |
| Samuel J. Stoorman & Associates PC. 401K Profit Sharing Plan and Trust | - | 4 | $151,423 | $64,976 | $16,244iApproximate average salary by contribution assumption: employee only about $406,100 at 4% or $270,733 at 6%; with 50% employer match about $270,733 at 4% or $180,489 at 6%; with 100% employer match about $203,050 at 4% or $135,367 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Samuel J. Stoorman & Associates PC. 401K Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 2006 | 1 | 3 | $121,716 | $66,091 | $22,030iApproximate average salary by contribution assumption: employee only about $550,758 at 4% or $367,172 at 6%; with 50% employer match about $367,172 at 4% or $244,781 at 6%; with 100% employer match about $275,379 at 4% or $183,586 at 6%. |
| Samuel J. Stoorman & Associates PC. 401K Profit Sharing Plan and Trust | - | 3 | $121,716 | $66,091 | $22,030iApproximate average salary by contribution assumption: employee only about $550,758 at 4% or $367,172 at 6%; with 50% employer match about $367,172 at 4% or $244,781 at 6%; with 100% employer match about $275,379 at 4% or $183,586 at 6%. |
| 2005 | 1 | 3 | $50,538 | $50,786 | $16,929iApproximate average salary by contribution assumption: employee only about $423,217 at 4% or $282,144 at 6%; with 50% employer match about $282,144 at 4% or $188,096 at 6%; with 100% employer match about $211,608 at 4% or $141,072 at 6%. |
| Samuel J. Stoorman & Associates PC. 401K Profit Sharing Plan and Trust | - | 3 | $50,538 | $50,786 | $16,929iApproximate average salary by contribution assumption: employee only about $423,217 at 4% or $282,144 at 6%; with 50% employer match about $282,144 at 4% or $188,096 at 6%; with 100% employer match about $211,608 at 4% or $141,072 at 6%. |