Stephens Independence Ventures Inc.
Plan context: Stephens Independence Ventures Inc. Retirement Plan
EIN 84-4952742 • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$1,601,260
2025 Contributions
$29,131
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 | 4 | $1,601,260 | $29,131 | $7,283iApproximate average salary by contribution assumption: employee only about $182,069 at 4% or $121,379 at 6%; with 50% employer match about $121,379 at 4% or $80,919 at 6%; with 100% employer match about $91,034 at 4% or $60,690 at 6%. |
| Stephens Independence Ventures Inc. Retirement Plan | - | 4 | $1,601,260 | $29,131 | $7,283iApproximate average salary by contribution assumption: employee only about $182,069 at 4% or $121,379 at 6%; with 50% employer match about $121,379 at 4% or $80,919 at 6%; with 100% employer match about $91,034 at 4% or $60,690 at 6%. |
| 2024 | 1 | 5 | $1,504,615 | $33,970 | $6,794iApproximate average salary by contribution assumption: employee only about $169,850 at 4% or $113,233 at 6%; with 50% employer match about $113,233 at 4% or $75,489 at 6%; with 100% employer match about $84,925 at 4% or $56,617 at 6%. |
| Stephens Independence Ventures Inc. Retirement Plan | - | 5 | $1,504,615 | $33,970 | $6,794iApproximate average salary by contribution assumption: employee only about $169,850 at 4% or $113,233 at 6%; with 50% employer match about $113,233 at 4% or $75,489 at 6%; with 100% employer match about $84,925 at 4% or $56,617 at 6%. |
| 2023 | 1 | 5 | $1,395,969 | $36,919 | $7,384iApproximate average salary by contribution assumption: employee only about $184,595 at 4% or $123,063 at 6%; with 50% employer match about $123,063 at 4% or $82,042 at 6%; with 100% employer match about $92,298 at 4% or $61,532 at 6%. |
| Stephens Independence Ventures Inc. Retirement Plan | - | 5 | $1,395,969 | $36,919 | $7,384iApproximate average salary by contribution assumption: employee only about $184,595 at 4% or $123,063 at 6%; with 50% employer match about $123,063 at 4% or $82,042 at 6%; with 100% employer match about $92,298 at 4% or $61,532 at 6%. |
| 2022 | 1 | 7 | $1,248,331 | $79,761 | $11,394iApproximate average salary by contribution assumption: employee only about $284,861 at 4% or $189,907 at 6%; with 50% employer match about $189,907 at 4% or $126,605 at 6%; with 100% employer match about $142,430 at 4% or $94,954 at 6%. |
| Stephens Independence Ventures Inc. Retirement Plan | - | 7 | $1,248,331 | $79,761 | $11,394iApproximate average salary by contribution assumption: employee only about $284,861 at 4% or $189,907 at 6%; with 50% employer match about $189,907 at 4% or $126,605 at 6%; with 100% employer match about $142,430 at 4% or $94,954 at 6%. |
| 2021 | 1 | 7 | $695,194 | $46,328 | $6,618iApproximate average salary by contribution assumption: employee only about $165,457 at 4% or $110,305 at 6%; with 50% employer match about $110,305 at 4% or $73,537 at 6%; with 100% employer match about $82,729 at 4% or $55,152 at 6%. |
| Stephens Independence Ventures Inc. Retirement Plan | - | 7 | $695,194 | $46,328 | $6,618iApproximate average salary by contribution assumption: employee only about $165,457 at 4% or $110,305 at 6%; with 50% employer match about $110,305 at 4% or $73,537 at 6%; with 100% employer match about $82,729 at 4% or $55,152 at 6%. |
| 2020 | 1 | 8 | $550,911 | $149,163 | $18,645iApproximate average salary by contribution assumption: employee only about $466,134 at 4% or $310,756 at 6%; with 50% employer match about $310,756 at 4% or $207,171 at 6%; with 100% employer match about $233,067 at 4% or $155,378 at 6%. |
| Stephens Independence Ventures Inc. Retirement Plan | - | 8 | $550,911 | $149,163 | $18,645iApproximate average salary by contribution assumption: employee only about $466,134 at 4% or $310,756 at 6%; with 50% employer match about $310,756 at 4% or $207,171 at 6%; with 100% employer match about $233,067 at 4% or $155,378 at 6%. |
| 2019 | 1 | 8 | $322,752 | $32,132 | $4,017iApproximate average salary by contribution assumption: employee only about $100,413 at 4% or $66,942 at 6%; with 50% employer match about $66,942 at 4% or $44,628 at 6%; with 100% employer match about $50,206 at 4% or $33,471 at 6%. |
| Stephens Independence Ventures Inc. Retirement Plan | - | 8 | $322,752 | $32,132 | $4,017iApproximate average salary by contribution assumption: employee only about $100,413 at 4% or $66,942 at 6%; with 50% employer match about $66,942 at 4% or $44,628 at 6%; with 100% employer match about $50,206 at 4% or $33,471 at 6%. |