Civic Intelligence

Stone Forest Inc.

Plan context: STONE FOREST, INC. 401(K) PROFIT SHARING PLAN

EIN 85-0384751 • Santa Fe, NM • 45 filings • 4 plans

P.O. Box 2840Santa Fe, NM 87504-2840
Current Snapshot

Latest Year

2024

2024 Participants

37

2024 Assets

$4,974,331

2024 Contributions

$210,180

Historical Graphs

Total Assets Over Time

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

$9,200,561$4,600,281$0199920142024YearValue
$4,974,331Latest year 2024

Participants Over Time

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

39200199920122024YearValue
37Latest year 2024

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
2024237$4,974,331$210,180$5,681iApproximate average salary by contribution assumption: employee only about $142,014 at 4% or $94,676 at 6%; with 50% employer match about $94,676 at 4% or $63,117 at 6%; with 100% employer match about $71,007 at 4% or $47,338 at 6%.
STONE FOREST, INC. 401(K) PROFIT SHARING PLAN-37$3,664,128$210,180$5,681iApproximate average salary by contribution assumption: employee only about $142,014 at 4% or $94,676 at 6%; with 50% employer match about $94,676 at 4% or $63,117 at 6%; with 100% employer match about $71,007 at 4% or $47,338 at 6%.
Stone Forest Inc. Defined Benefit Pension Plan and Trust-26$1,310,203--
2023239$4,494,356$201,768$5,174iApproximate average salary by contribution assumption: employee only about $129,338 at 4% or $86,226 at 6%; with 50% employer match about $86,226 at 4% or $57,484 at 6%; with 100% employer match about $64,669 at 4% or $43,113 at 6%.
STONE FOREST, INC. 401(K) PROFIT SHARING PLAN-39$3,226,318$201,768$5,174iApproximate average salary by contribution assumption: employee only about $129,338 at 4% or $86,226 at 6%; with 50% employer match about $86,226 at 4% or $57,484 at 6%; with 100% employer match about $64,669 at 4% or $43,113 at 6%.
Stone Forest Inc. Defined Benefit Pension Plan and Trust-28$1,268,038--
2022236$8,832,675$485,802$13,495iApproximate average salary by contribution assumption: employee only about $337,363 at 4% or $224,908 at 6%; with 50% employer match about $224,908 at 4% or $149,939 at 6%; with 100% employer match about $168,681 at 4% or $112,454 at 6%.
Stone Forest Inc. Defined Benefit Pension Plan and Trust-29$6,113,315$300,000$10,345iApproximate average salary by contribution assumption: employee only about $258,621 at 4% or $172,414 at 6%; with 50% employer match about $172,414 at 4% or $114,943 at 6%; with 100% employer match about $129,310 at 4% or $86,207 at 6%.
STONE FOREST, INC. 401(K) PROFIT SHARING PLAN-36$2,719,360$185,802$5,161iApproximate average salary by contribution assumption: employee only about $129,029 at 4% or $86,019 at 6%; with 50% employer match about $86,019 at 4% or $57,346 at 6%; with 100% employer match about $64,515 at 4% or $43,010 at 6%.
2021235$9,200,561$568,706$16,249iApproximate average salary by contribution assumption: employee only about $406,219 at 4% or $270,812 at 6%; with 50% employer match about $270,812 at 4% or $180,542 at 6%; with 100% employer match about $203,109 at 4% or $135,406 at 6%.
Stone Forest Inc. Defined Benefit Pension Plan and Trust-29$6,356,054$400,000$13,793iApproximate average salary by contribution assumption: employee only about $344,828 at 4% or $229,885 at 6%; with 50% employer match about $229,885 at 4% or $153,257 at 6%; with 100% employer match about $172,414 at 4% or $114,943 at 6%.
STONE FOREST, INC. 401(K) PROFIT SHARING PLAN-35$2,844,507$168,706$4,820iApproximate average salary by contribution assumption: employee only about $120,504 at 4% or $80,336 at 6%; with 50% employer match about $80,336 at 4% or $53,557 at 6%; with 100% employer match about $60,252 at 4% or $40,168 at 6%.
2020234$8,092,622$466,101$13,709iApproximate average salary by contribution assumption: employee only about $342,721 at 4% or $228,481 at 6%; with 50% employer match about $228,481 at 4% or $152,321 at 6%; with 100% employer match about $171,361 at 4% or $114,240 at 6%.
Stone Forest Inc. Defined Benefit Pension Plan and Trust-28$5,576,073$300,000$10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%.
STONE FOREST, INC. 401(K) PROFIT SHARING PLAN-34$2,516,549$166,101$4,885iApproximate average salary by contribution assumption: employee only about $122,133 at 4% or $81,422 at 6%; with 50% employer match about $81,422 at 4% or $54,281 at 6%; with 100% employer match about $61,067 at 4% or $40,711 at 6%.
2019235$7,824,013$571,057$16,316iApproximate average salary by contribution assumption: employee only about $407,898 at 4% or $271,932 at 6%; with 50% employer match about $271,932 at 4% or $181,288 at 6%; with 100% employer match about $203,949 at 4% or $135,966 at 6%.
Stone Forest Inc. Defined Benefit Pension Plan and Trust-33$5,495,116$400,000$12,121iApproximate average salary by contribution assumption: employee only about $303,030 at 4% or $202,020 at 6%; with 50% employer match about $202,020 at 4% or $134,680 at 6%; with 100% employer match about $151,515 at 4% or $101,010 at 6%.
STONE FOREST, INC. 401(K) PROFIT SHARING PLAN-35$2,328,897$171,057$4,887iApproximate average salary by contribution assumption: employee only about $122,184 at 4% or $81,456 at 6%; with 50% employer match about $81,456 at 4% or $54,304 at 6%; with 100% employer match about $61,092 at 4% or $40,728 at 6%.
2018234$6,674,658$518,073$15,237iApproximate average salary by contribution assumption: employee only about $380,936 at 4% or $253,957 at 6%; with 50% employer match about $253,957 at 4% or $169,305 at 6%; with 100% employer match about $190,468 at 4% or $126,979 at 6%.
Stone Forest Inc. Defined Benefit Pension Plan and Trust-33$4,770,134$400,000$12,121iApproximate average salary by contribution assumption: employee only about $303,030 at 4% or $202,020 at 6%; with 50% employer match about $202,020 at 4% or $134,680 at 6%; with 100% employer match about $151,515 at 4% or $101,010 at 6%.
STONE FOREST, INC. 401(K) PROFIT SHARING PLAN-34$1,904,524$118,073$3,473iApproximate average salary by contribution assumption: employee only about $86,818 at 4% or $57,879 at 6%; with 50% employer match about $57,879 at 4% or $38,586 at 6%; with 100% employer match about $43,409 at 4% or $28,939 at 6%.
2017233$6,205,861$564,607$17,109iApproximate average salary by contribution assumption: employee only about $427,733 at 4% or $285,155 at 6%; with 50% employer match about $285,155 at 4% or $190,103 at 6%; with 100% employer match about $213,866 at 4% or $142,578 at 6%.
Stone Forest Inc. Defined Benefit Pension Plan and Trust-32$4,282,935$400,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
STONE FOREST, INC. 401(K) PROFIT SHARING PLAN-33$1,922,926$164,607$4,988iApproximate average salary by contribution assumption: employee only about $124,702 at 4% or $83,135 at 6%; with 50% employer match about $83,135 at 4% or $55,423 at 6%; with 100% employer match about $62,351 at 4% or $41,567 at 6%.
2016229$5,317,968$545,649$18,815iApproximate average salary by contribution assumption: employee only about $470,387 at 4% or $313,591 at 6%; with 50% employer match about $313,591 at 4% or $209,061 at 6%; with 100% employer match about $235,194 at 4% or $156,796 at 6%.
Stone Forest Inc. Defined Benefit Pension Plan and Trust-28$3,708,932$400,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
STONE FOREST, INC. 401(K) PROFIT SHARING PLAN-29$1,609,036$145,649$5,022iApproximate average salary by contribution assumption: employee only about $125,559 at 4% or $83,706 at 6%; with 50% employer match about $83,706 at 4% or $55,804 at 6%; with 100% employer match about $62,780 at 4% or $41,853 at 6%.
2015236$4,898,770$365,965$10,166iApproximate average salary by contribution assumption: employee only about $254,142 at 4% or $169,428 at 6%; with 50% employer match about $169,428 at 4% or $112,952 at 6%; with 100% employer match about $127,071 at 4% or $84,714 at 6%.
Stone Forest Inc. Defined Benefit Pension Plan and Trust-36$3,366,933$200,000$5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%.
STONE FOREST, INC. 401(K) PROFIT SHARING PLAN-33$1,531,837$165,965$5,029iApproximate average salary by contribution assumption: employee only about $125,731 at 4% or $83,821 at 6%; with 50% employer match about $83,821 at 4% or $55,880 at 6%; with 100% employer match about $62,866 at 4% or $41,910 at 6%.
2014235$4,558,707$370,893$10,597iApproximate average salary by contribution assumption: employee only about $264,924 at 4% or $176,616 at 6%; with 50% employer match about $176,616 at 4% or $117,744 at 6%; with 100% employer match about $132,462 at 4% or $88,308 at 6%.
Stone Forest Inc. Defined Benefit Pension Plan and Trust-35$3,173,409$200,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
STONE FOREST, INC. 401(K) PROFIT SHARING PLAN-32$1,385,298$170,893$5,340iApproximate average salary by contribution assumption: employee only about $133,510 at 4% or $89,007 at 6%; with 50% employer match about $89,007 at 4% or $59,338 at 6%; with 100% employer match about $66,755 at 4% or $44,503 at 6%.
2013235$4,082,307$362,970$10,371iApproximate average salary by contribution assumption: employee only about $259,264 at 4% or $172,843 at 6%; with 50% employer match about $172,843 at 4% or $115,229 at 6%; with 100% employer match about $129,632 at 4% or $86,421 at 6%.
Stone Forest Inc. Defined Benefit Pension Plan and Trust-35$2,883,216$200,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
STONE FOREST, INC. 401(K) PROFIT SHARING PLAN-30$1,199,091$162,970$5,432iApproximate average salary by contribution assumption: employee only about $135,808 at 4% or $90,539 at 6%; with 50% employer match about $90,539 at 4% or $60,359 at 6%; with 100% employer match about $67,904 at 4% or $45,269 at 6%.
2012234$3,591,193$359,019$10,559iApproximate average salary by contribution assumption: employee only about $263,985 at 4% or $175,990 at 6%; with 50% employer match about $175,990 at 4% or $117,326 at 6%; with 100% employer match about $131,992 at 4% or $87,995 at 6%.
Stone Forest Inc. Defined Benefit Pension Plan and Trust-34$2,607,243$200,000$5,882iApproximate average salary by contribution assumption: employee only about $147,059 at 4% or $98,039 at 6%; with 50% employer match about $98,039 at 4% or $65,359 at 6%; with 100% employer match about $73,529 at 4% or $49,020 at 6%.
STONE FOREST, INC. 401(K) PROFIT SHARING PLAN-29$983,950$159,019$5,483iApproximate average salary by contribution assumption: employee only about $137,085 at 4% or $91,390 at 6%; with 50% employer match about $91,390 at 4% or $60,927 at 6%; with 100% employer match about $68,543 at 4% or $45,695 at 6%.
2011234$3,151,344$360,572$10,605iApproximate average salary by contribution assumption: employee only about $265,126 at 4% or $176,751 at 6%; with 50% employer match about $176,751 at 4% or $117,834 at 6%; with 100% employer match about $132,563 at 4% or $88,375 at 6%.
Stone Forest Inc. Defined Benefit Pension Plan and Trust-34$2,357,808$200,000$5,882iApproximate average salary by contribution assumption: employee only about $147,059 at 4% or $98,039 at 6%; with 50% employer match about $98,039 at 4% or $65,359 at 6%; with 100% employer match about $73,529 at 4% or $49,020 at 6%.
STONE FOREST, INC. 401(K) PROFIT SHARING PLAN-26$793,536$160,572$6,176iApproximate average salary by contribution assumption: employee only about $154,396 at 4% or $102,931 at 6%; with 50% employer match about $102,931 at 4% or $68,621 at 6%; with 100% employer match about $77,198 at 4% or $51,465 at 6%.
2010228$2,841,747$345,593$12,343iApproximate average salary by contribution assumption: employee only about $308,565 at 4% or $205,710 at 6%; with 50% employer match about $205,710 at 4% or $137,140 at 6%; with 100% employer match about $154,283 at 4% or $102,855 at 6%.
Stone Forest Inc. Defined Benefit Pension Plan and Trust-24$2,203,626$200,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
STONE FOREST, INC. 401(K) PROFIT SHARING PLAN-28$638,121$145,593$5,200iApproximate average salary by contribution assumption: employee only about $129,994 at 4% or $86,663 at 6%; with 50% employer match about $86,663 at 4% or $57,775 at 6%; with 100% employer match about $64,997 at 4% or $43,331 at 6%.
2009227$2,422,550$336,426$12,460iApproximate average salary by contribution assumption: employee only about $311,506 at 4% or $207,670 at 6%; with 50% employer match about $207,670 at 4% or $138,447 at 6%; with 100% employer match about $155,753 at 4% or $103,835 at 6%.
Stone Forest Inc. Defined Benefit Pension Plan and Trust-25$1,951,126$200,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
STONE FOREST, INC. 401(K) PROFIT SHARING PLAN-27$471,424$136,426$5,053iApproximate average salary by contribution assumption: employee only about $126,320 at 4% or $84,214 at 6%; with 50% employer match about $84,214 at 4% or $56,142 at 6%; with 100% employer match about $63,160 at 4% or $42,107 at 6%.
2008218$1,630,667$180,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Stone Forest Inc. Defined Benefit Pension Plan and Trust-12$1,630,667$180,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
STONE FOREST, INC. 401K PROFIT SHARING PLAN-18---
2007219$0$0-
STONE FOREST, INC. 401K PROFIT SHARING PLAN-19---
Stone Forest Inc. Defined Benefit Pension Plan and Trust-16---
2006216$1,574,003$401,115$25,070iApproximate average salary by contribution assumption: employee only about $626,742 at 4% or $417,828 at 6%; with 50% employer match about $417,828 at 4% or $278,552 at 6%; with 100% employer match about $313,371 at 4% or $208,914 at 6%.
Stone Forest Inc. Defined Benefit Pension Plan and Trust-16$1,522,888$350,000$21,875iApproximate average salary by contribution assumption: employee only about $546,875 at 4% or $364,583 at 6%; with 50% employer match about $364,583 at 4% or $243,056 at 6%; with 100% employer match about $273,438 at 4% or $182,292 at 6%.
STONE FOREST, INC. 401K PROFIT SHARING PLAN-16$51,115$51,115$3,195iApproximate average salary by contribution assumption: employee only about $79,867 at 4% or $53,245 at 6%; with 50% employer match about $53,245 at 4% or $35,497 at 6%; with 100% employer match about $39,934 at 4% or $26,622 at 6%.
2005115$1,103,672$248,453$16,564iApproximate average salary by contribution assumption: employee only about $414,088 at 4% or $276,059 at 6%; with 50% employer match about $276,059 at 4% or $184,039 at 6%; with 100% employer match about $207,044 at 4% or $138,029 at 6%.
Stone Forest Inc. Defined Benefit Pension Plan and Trust-15$1,103,672$248,453$16,564iApproximate average salary by contribution assumption: employee only about $414,088 at 4% or $276,059 at 6%; with 50% employer match about $276,059 at 4% or $184,039 at 6%; with 100% employer match about $207,044 at 4% or $138,029 at 6%.
2004114$765,402$211,499$15,107iApproximate average salary by contribution assumption: employee only about $377,677 at 4% or $251,785 at 6%; with 50% employer match about $251,785 at 4% or $167,856 at 6%; with 100% employer match about $188,838 at 4% or $125,892 at 6%.
Stone Forest Inc. Defined Benefit Pension Plan and Trust-14$765,402$211,499$15,107iApproximate average salary by contribution assumption: employee only about $377,677 at 4% or $251,785 at 6%; with 50% employer match about $251,785 at 4% or $167,856 at 6%; with 100% employer match about $188,838 at 4% or $125,892 at 6%.
2003110$557,459$153,547$15,355iApproximate average salary by contribution assumption: employee only about $383,868 at 4% or $255,912 at 6%; with 50% employer match about $255,912 at 4% or $170,608 at 6%; with 100% employer match about $191,934 at 4% or $127,956 at 6%.
Stone Forest Inc. Defined Benefit Pension Plan and Trust-10$557,459$153,547$15,355iApproximate average salary by contribution assumption: employee only about $383,868 at 4% or $255,912 at 6%; with 50% employer match about $255,912 at 4% or $170,608 at 6%; with 100% employer match about $191,934 at 4% or $127,956 at 6%.
200219$0$0-
Stone Forest Inc. Defined Benefit Pension Plan and Trust-9---
200118$0$0-
Stone Forest Inc. Defined Benefit Pension Plan and Trust-8---
200018$0$0-
Stone Forest Inc. Defined Benefit Pension Plan and Trust-8---
199917$79,829$54,419$7,774iApproximate average salary by contribution assumption: employee only about $194,354 at 4% or $129,569 at 6%; with 50% employer match about $129,569 at 4% or $86,379 at 6%; with 100% employer match about $97,177 at 4% or $64,785 at 6%.
Stone Forest Inc. Defined Benefit Pension Plan and Trust-7$79,829$54,419$7,774iApproximate average salary by contribution assumption: employee only about $194,354 at 4% or $129,569 at 6%; with 50% employer match about $129,569 at 4% or $86,379 at 6%; with 100% employer match about $97,177 at 4% or $64,785 at 6%.