Civic Intelligence

Daniel B. Stephens & Associates Inc.

Plan context: Daniel B. Stephens & Associates Inc. 401K Profit Sharing Plan and Trust

EIN 85-0341157 • 28 filings • 7 plans

Current Snapshot

Latest Year

2016

2016 Participants

85

2016 Assets

$15,374,763

2016 Contributions

$1,677,401

Historical Graphs

Total Assets Over Time

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

$15,374,763$7,687,382$0199920072015YearValue
$15,374,763Latest year 2015

Participants Over Time

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

125630199920072015YearValue
85Latest year 2015

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
201620$0$1,677,401-
Daniel B. Stephens & Associates Inc. Employee Stock Ownership Plan-0---
Daniel B. Stephens & Associates Inc. 401K Profit Sharing Plan and Trust-0-$1,677,401-
2015285$15,374,763$934,550$10,995iApproximate average salary by contribution assumption: employee only about $274,868 at 4% or $183,245 at 6%; with 50% employer match about $183,245 at 4% or $122,163 at 6%; with 100% employer match about $137,434 at 4% or $91,623 at 6%.
Daniel B. Stephens & Associates Inc. 401K Profit Sharing Plan and Trust-85$12,966,006$825,483$9,712iApproximate average salary by contribution assumption: employee only about $242,789 at 4% or $161,859 at 6%; with 50% employer match about $161,859 at 4% or $107,906 at 6%; with 100% employer match about $121,395 at 4% or $80,930 at 6%.
Daniel B. Stephens & Associates Inc. Employee Stock Ownership Plan-73$2,408,757$109,067$1,494iApproximate average salary by contribution assumption: employee only about $37,352 at 4% or $24,901 at 6%; with 50% employer match about $24,901 at 4% or $16,601 at 6%; with 100% employer match about $18,676 at 4% or $12,451 at 6%.
2014291$15,319,198$1,206,363$13,257iApproximate average salary by contribution assumption: employee only about $331,418 at 4% or $220,946 at 6%; with 50% employer match about $220,946 at 4% or $147,297 at 6%; with 100% employer match about $165,709 at 4% or $110,473 at 6%.
Daniel B. Stephens & Associates Inc. 401K Profit Sharing Plan and Trust-91$14,080,697$821,635$9,029iApproximate average salary by contribution assumption: employee only about $225,724 at 4% or $150,483 at 6%; with 50% employer match about $150,483 at 4% or $100,322 at 6%; with 100% employer match about $112,862 at 4% or $75,241 at 6%.
Daniel B. Stephens & Associates Inc. Employee Stock Ownership Plan-80$1,238,501$384,728$4,809iApproximate average salary by contribution assumption: employee only about $120,228 at 4% or $80,152 at 6%; with 50% employer match about $80,152 at 4% or $53,434 at 6%; with 100% employer match about $60,114 at 4% or $40,076 at 6%.
2013297$14,974,670$1,394,913$14,381iApproximate average salary by contribution assumption: employee only about $359,514 at 4% or $239,676 at 6%; with 50% employer match about $239,676 at 4% or $159,784 at 6%; with 100% employer match about $179,757 at 4% or $119,838 at 6%.
Daniel B. Stephens & Associates Inc. 401K Profit Sharing Plan and Trust-97$13,474,205$1,038,138$10,702iApproximate average salary by contribution assumption: employee only about $267,561 at 4% or $178,374 at 6%; with 50% employer match about $178,374 at 4% or $118,916 at 6%; with 100% employer match about $133,781 at 4% or $89,187 at 6%.
Daniel B. Stephens & Associates Inc. Employee Stock Ownership Plan-94$1,500,465$356,775$3,795iApproximate average salary by contribution assumption: employee only about $94,887 at 4% or $63,258 at 6%; with 50% employer match about $63,258 at 4% or $42,172 at 6%; with 100% employer match about $47,443 at 4% or $31,629 at 6%.
20122110$12,393,542$1,187,342$10,794iApproximate average salary by contribution assumption: employee only about $269,850 at 4% or $179,900 at 6%; with 50% employer match about $179,900 at 4% or $119,934 at 6%; with 100% employer match about $134,925 at 4% or $89,950 at 6%.
Daniel B. Stephens & Associates Inc. 401K Profit Sharing Plan and Trust-110$10,864,275$822,211$7,475iApproximate average salary by contribution assumption: employee only about $186,866 at 4% or $124,577 at 6%; with 50% employer match about $124,577 at 4% or $83,052 at 6%; with 100% employer match about $93,433 at 4% or $62,289 at 6%.
Daniel B. Stephens & Associates Inc. Employee Stock Ownership Plan-94$1,529,267$365,131$3,884iApproximate average salary by contribution assumption: employee only about $97,109 at 4% or $64,740 at 6%; with 50% employer match about $64,740 at 4% or $43,160 at 6%; with 100% employer match about $48,555 at 4% or $32,370 at 6%.
20112108$11,085,893$1,177,222$10,900iApproximate average salary by contribution assumption: employee only about $272,505 at 4% or $181,670 at 6%; with 50% employer match about $181,670 at 4% or $121,113 at 6%; with 100% employer match about $136,253 at 4% or $90,835 at 6%.
Daniel B. Stephens & Associates Inc. 401K Profit Sharing Plan and Trust-108$9,586,800$809,198$7,493iApproximate average salary by contribution assumption: employee only about $187,314 at 4% or $124,876 at 6%; with 50% employer match about $124,876 at 4% or $83,251 at 6%; with 100% employer match about $93,657 at 4% or $62,438 at 6%.
Daniel B. Stephens & Associates Inc. Employee Stock Ownership Plan-92$1,499,093$368,024$4,000iApproximate average salary by contribution assumption: employee only about $100,007 at 4% or $66,671 at 6%; with 50% employer match about $66,671 at 4% or $44,447 at 6%; with 100% employer match about $50,003 at 4% or $33,336 at 6%.
20102102$10,807,933$1,058,413$10,377iApproximate average salary by contribution assumption: employee only about $259,415 at 4% or $172,943 at 6%; with 50% employer match about $172,943 at 4% or $115,296 at 6%; with 100% employer match about $129,707 at 4% or $86,472 at 6%.
Daniel B. Stephens & Associates Inc. 401K Profit Sharing Plan and Trust-102$9,252,607$745,205$7,306iApproximate average salary by contribution assumption: employee only about $182,648 at 4% or $121,766 at 6%; with 50% employer match about $121,766 at 4% or $81,177 at 6%; with 100% employer match about $91,324 at 4% or $60,883 at 6%.
Daniel B. Stephens & Associates Inc. Employee Stock Ownership Plan-97$1,555,326$313,208$3,229iApproximate average salary by contribution assumption: employee only about $80,724 at 4% or $53,816 at 6%; with 50% employer match about $53,816 at 4% or $35,877 at 6%; with 100% employer match about $40,362 at 4% or $26,908 at 6%.
20092111$8,736,785$905,714$8,160iApproximate average salary by contribution assumption: employee only about $203,990 at 4% or $135,993 at 6%; with 50% employer match about $135,993 at 4% or $90,662 at 6%; with 100% employer match about $101,995 at 4% or $67,997 at 6%.
Daniel B. Stephens & Associates Inc. 401K Profit Sharing Plan and Trust-111$7,496,913$597,126$5,380iApproximate average salary by contribution assumption: employee only about $134,488 at 4% or $89,659 at 6%; with 50% employer match about $89,659 at 4% or $59,772 at 6%; with 100% employer match about $67,244 at 4% or $44,829 at 6%.
Daniel B. Stephens & Associates Inc. Employee Stock Ownership Plan-100$1,239,872$308,588$3,086iApproximate average salary by contribution assumption: employee only about $77,147 at 4% or $51,431 at 6%; with 50% employer match about $51,431 at 4% or $34,288 at 6%; with 100% employer match about $38,574 at 4% or $25,716 at 6%.
20082106$5,814,981$761,589$7,185iApproximate average salary by contribution assumption: employee only about $179,620 at 4% or $119,747 at 6%; with 50% employer match about $119,747 at 4% or $79,831 at 6%; with 100% employer match about $89,810 at 4% or $59,873 at 6%.
Daniel B. Stephens & Associates Inc. 401K Profit Sharing Plan and Trust-106$5,814,981$761,589$7,185iApproximate average salary by contribution assumption: employee only about $179,620 at 4% or $119,747 at 6%; with 50% employer match about $119,747 at 4% or $79,831 at 6%; with 100% employer match about $89,810 at 4% or $59,873 at 6%.
Daniel B. Stephens & Associates Inc. Employee Stock Ownership Plan-100---
20072107$9,104,241$889,415$8,312iApproximate average salary by contribution assumption: employee only about $207,807 at 4% or $138,538 at 6%; with 50% employer match about $138,538 at 4% or $92,359 at 6%; with 100% employer match about $103,904 at 4% or $69,269 at 6%.
Daniel B. Stephens & Associates Inc. 401K Profit Sharing Plan and Trust-107$8,083,815$764,371$7,144iApproximate average salary by contribution assumption: employee only about $178,591 at 4% or $119,061 at 6%; with 50% employer match about $119,061 at 4% or $79,374 at 6%; with 100% employer match about $89,296 at 4% or $59,530 at 6%.
Daniel B. Stephens & Associates Inc. Employee Stock Ownership Plan-92$1,020,426$125,044$1,359iApproximate average salary by contribution assumption: employee only about $33,979 at 4% or $22,653 at 6%; with 50% employer match about $22,653 at 4% or $15,102 at 6%; with 100% employer match about $16,990 at 4% or $11,326 at 6%.
20061109$7,262,236$673,666$6,180iApproximate average salary by contribution assumption: employee only about $154,511 at 4% or $103,007 at 6%; with 50% employer match about $103,007 at 4% or $68,671 at 6%; with 100% employer match about $77,255 at 4% or $51,504 at 6%.
Daniel B. Stephens & Associates Inc. 401K Profit Sharing Plan and Trust-109$7,262,236$673,666$6,180iApproximate average salary by contribution assumption: employee only about $154,511 at 4% or $103,007 at 6%; with 50% employer match about $103,007 at 4% or $68,671 at 6%; with 100% employer match about $77,255 at 4% or $51,504 at 6%.
2005191$6,346,416$506,932$5,571iApproximate average salary by contribution assumption: employee only about $139,267 at 4% or $92,845 at 6%; with 50% employer match about $92,845 at 4% or $61,896 at 6%; with 100% employer match about $69,634 at 4% or $46,422 at 6%.
Daniel B. Stephens & Associates Inc. 401K Profit Sharing Plan and Trust-91$6,346,416$506,932$5,571iApproximate average salary by contribution assumption: employee only about $139,267 at 4% or $92,845 at 6%; with 50% employer match about $92,845 at 4% or $61,896 at 6%; with 100% employer match about $69,634 at 4% or $46,422 at 6%.
2004191$5,368,030$470,008$5,165iApproximate average salary by contribution assumption: employee only about $129,123 at 4% or $86,082 at 6%; with 50% employer match about $86,082 at 4% or $57,388 at 6%; with 100% employer match about $64,562 at 4% or $43,041 at 6%.
Daniel B. Stephens & Associates Inc. 401K Profit Sharing Plan and Trust-91$5,368,030$470,008$5,165iApproximate average salary by contribution assumption: employee only about $129,123 at 4% or $86,082 at 6%; with 50% employer match about $86,082 at 4% or $57,388 at 6%; with 100% employer match about $64,562 at 4% or $43,041 at 6%.
2003193$4,732,943$404,829$4,353iApproximate average salary by contribution assumption: employee only about $108,825 at 4% or $72,550 at 6%; with 50% employer match about $72,550 at 4% or $48,367 at 6%; with 100% employer match about $54,413 at 4% or $36,275 at 6%.
Daniel B. Stephens & Associates Inc. 401K Profit Sharing Plan and Trust-93$4,732,943$404,829$4,353iApproximate average salary by contribution assumption: employee only about $108,825 at 4% or $72,550 at 6%; with 50% employer match about $72,550 at 4% or $48,367 at 6%; with 100% employer match about $54,413 at 4% or $36,275 at 6%.
2002177$3,766,252$570,519$7,409iApproximate average salary by contribution assumption: employee only about $185,233 at 4% or $123,489 at 6%; with 50% employer match about $123,489 at 4% or $82,326 at 6%; with 100% employer match about $92,617 at 4% or $61,744 at 6%.
Daniel B. Stephens & Associates Inc. 401K Profit Sharing Plan and Trust-77$3,766,252$570,519$7,409iApproximate average salary by contribution assumption: employee only about $185,233 at 4% or $123,489 at 6%; with 50% employer match about $123,489 at 4% or $82,326 at 6%; with 100% employer match about $92,617 at 4% or $61,744 at 6%.
20011125$3,802,672$349,108$2,793iApproximate average salary by contribution assumption: employee only about $69,822 at 4% or $46,548 at 6%; with 50% employer match about $46,548 at 4% or $31,032 at 6%; with 100% employer match about $34,911 at 4% or $23,274 at 6%.
Daniel B. Stephens & Associates Inc. 401K Profit Sharing Plan and Trust-125$3,802,672$349,108$2,793iApproximate average salary by contribution assumption: employee only about $69,822 at 4% or $46,548 at 6%; with 50% employer match about $46,548 at 4% or $31,032 at 6%; with 100% employer match about $34,911 at 4% or $23,274 at 6%.
20001120$4,705,991$584,402$4,870iApproximate average salary by contribution assumption: employee only about $121,750 at 4% or $81,167 at 6%; with 50% employer match about $81,167 at 4% or $54,111 at 6%; with 100% employer match about $60,875 at 4% or $40,583 at 6%.
Daniel B. Stephens & Associates Inc. 401K Profit Sharing Plan and Trust-120$4,705,991$584,402$4,870iApproximate average salary by contribution assumption: employee only about $121,750 at 4% or $81,167 at 6%; with 50% employer match about $81,167 at 4% or $54,111 at 6%; with 100% employer match about $60,875 at 4% or $40,583 at 6%.
19991124$5,856,144$714,909$5,765iApproximate average salary by contribution assumption: employee only about $144,135 at 4% or $96,090 at 6%; with 50% employer match about $96,090 at 4% or $64,060 at 6%; with 100% employer match about $72,067 at 4% or $48,045 at 6%.
Daniel B. Stephens & Associates Inc. 401K Profit Sharing Plan and Trust-124$5,856,144$714,909$5,765iApproximate average salary by contribution assumption: employee only about $144,135 at 4% or $96,090 at 6%; with 50% employer match about $96,090 at 4% or $64,060 at 6%; with 100% employer match about $72,067 at 4% or $48,045 at 6%.