STACKWELL CAPITAL, INC.
Plan context: STACKWELL CAPITAL, INC. 401(K) PLAN
EIN 85-3584301 • Boston, MA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$406,746
2025 Contributions
$159,062
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 | 14 | $406,746 | $159,062 | $11,362iApproximate average salary by contribution assumption: employee only about $284,039 at 4% or $189,360 at 6%; with 50% employer match about $189,360 at 4% or $126,240 at 6%; with 100% employer match about $142,020 at 4% or $94,680 at 6%. |
| STACKWELL CAPITAL, INC. 401(K) PLAN | - | 14 | $406,746 | $159,062 | $11,362iApproximate average salary by contribution assumption: employee only about $284,039 at 4% or $189,360 at 6%; with 50% employer match about $189,360 at 4% or $126,240 at 6%; with 100% employer match about $142,020 at 4% or $94,680 at 6%. |
| 2024 | 1 | 13 | $228,299 | $135,684 | $10,437iApproximate average salary by contribution assumption: employee only about $260,931 at 4% or $173,954 at 6%; with 50% employer match about $173,954 at 4% or $115,969 at 6%; with 100% employer match about $130,465 at 4% or $86,977 at 6%. |
| STACKWELL CAPITAL, INC. 401(K) PLAN | - | 13 | $228,299 | $135,684 | $10,437iApproximate average salary by contribution assumption: employee only about $260,931 at 4% or $173,954 at 6%; with 50% employer match about $173,954 at 4% or $115,969 at 6%; with 100% employer match about $130,465 at 4% or $86,977 at 6%. |
| 2023 | 1 | 8 | $76,851 | $65,720 | $8,215iApproximate average salary by contribution assumption: employee only about $205,375 at 4% or $136,917 at 6%; with 50% employer match about $136,917 at 4% or $91,278 at 6%; with 100% employer match about $102,688 at 4% or $68,458 at 6%. |
| STACKWELL CAPITAL, INC. 401(K) PLAN | - | 8 | $76,851 | $65,720 | $8,215iApproximate average salary by contribution assumption: employee only about $205,375 at 4% or $136,917 at 6%; with 50% employer match about $136,917 at 4% or $91,278 at 6%; with 100% employer match about $102,688 at 4% or $68,458 at 6%. |
| 2022 | 1 | 9 | $33,090 | $41,686 | $4,632iApproximate average salary by contribution assumption: employee only about $115,794 at 4% or $77,196 at 6%; with 50% employer match about $77,196 at 4% or $51,464 at 6%; with 100% employer match about $57,897 at 4% or $38,598 at 6%. |
| STACKWELL CAPITAL, INC. 401(K) PLAN | - | 9 | $33,090 | $41,686 | $4,632iApproximate average salary by contribution assumption: employee only about $115,794 at 4% or $77,196 at 6%; with 50% employer match about $77,196 at 4% or $51,464 at 6%; with 100% employer match about $57,897 at 4% or $38,598 at 6%. |