Civic Intelligence

Jerome, Gibson, Stewart Friedman St

Plan context: Jerome, Gibson, Stewart, Friedman, Stevenson & Engle PC. 401K Plan

EIN 86-0280375 • Phoenix, AZ • 26 filings • 7 plans

1001 North Central AvenueSuite 600Phoenix, AZ 85004
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$77,742

2024 Contributions

$9,800

Historical Graphs

Total Assets Over Time

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

$2,526,264$1,263,132$0199920132024YearValue
$77,742Latest year 2024

Participants Over Time

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

19100199920122024YearValue
7Latest 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
202417$77,742$9,800$1,400iApproximate average salary by contribution assumption: employee only about $35,000 at 4% or $23,333 at 6%; with 50% employer match about $23,333 at 4% or $15,556 at 6%; with 100% employer match about $17,500 at 4% or $11,667 at 6%.
Jerome, Gibson, Stewart, Friedman, Stevenson & Engle PC. 401K Plan-7$77,742$9,800$1,400iApproximate average salary by contribution assumption: employee only about $35,000 at 4% or $23,333 at 6%; with 50% employer match about $23,333 at 4% or $15,556 at 6%; with 100% employer match about $17,500 at 4% or $11,667 at 6%.
202317$62,741$5,850$836iApproximate average salary by contribution assumption: employee only about $20,893 at 4% or $13,929 at 6%; with 50% employer match about $13,929 at 4% or $9,286 at 6%; with 100% employer match about $10,446 at 4% or $6,964 at 6%.
Jerome, Gibson, Stewart, Friedman, Stevenson & Engle PC. 401K Plan-7$62,741$5,850$836iApproximate average salary by contribution assumption: employee only about $20,893 at 4% or $13,929 at 6%; with 50% employer match about $13,929 at 4% or $9,286 at 6%; with 100% employer match about $10,446 at 4% or $6,964 at 6%.
2022119$131,486$9,261$487iApproximate average salary by contribution assumption: employee only about $12,186 at 4% or $8,124 at 6%; with 50% employer match about $8,124 at 4% or $5,416 at 6%; with 100% employer match about $6,093 at 4% or $4,062 at 6%.
Jerome, Gibson, Stewart, Friedman, Stevenson & Engle PC. 401K Plan-19$131,486$9,261$487iApproximate average salary by contribution assumption: employee only about $12,186 at 4% or $8,124 at 6%; with 50% employer match about $8,124 at 4% or $5,416 at 6%; with 100% employer match about $6,093 at 4% or $4,062 at 6%.
2021113$141,954$15,602$1,200iApproximate average salary by contribution assumption: employee only about $30,004 at 4% or $20,003 at 6%; with 50% employer match about $20,003 at 4% or $13,335 at 6%; with 100% employer match about $15,002 at 4% or $10,001 at 6%.
Jerome, Gibson, Stewart, Friedman, Stevenson & Engle PC. 401K Plan-13$141,954$15,602$1,200iApproximate average salary by contribution assumption: employee only about $30,004 at 4% or $20,003 at 6%; with 50% employer match about $20,003 at 4% or $13,335 at 6%; with 100% employer match about $15,002 at 4% or $10,001 at 6%.
202019$1,048,405$25,603$2,845iApproximate average salary by contribution assumption: employee only about $71,119 at 4% or $47,413 at 6%; with 50% employer match about $47,413 at 4% or $31,609 at 6%; with 100% employer match about $35,560 at 4% or $23,706 at 6%.
Jerome, Gibson, Stewart, Friedman, Stevenson & Engle PC. 401K Plan-9$1,048,405$25,603$2,845iApproximate average salary by contribution assumption: employee only about $71,119 at 4% or $47,413 at 6%; with 50% employer match about $47,413 at 4% or $31,609 at 6%; with 100% employer match about $35,560 at 4% or $23,706 at 6%.
201916$975,230$70,146$11,691iApproximate average salary by contribution assumption: employee only about $292,275 at 4% or $194,850 at 6%; with 50% employer match about $194,850 at 4% or $129,900 at 6%; with 100% employer match about $146,138 at 4% or $97,425 at 6%.
Jerome, Gibson, Stewart, Friedman, Stevenson & Engle PC. 401K Plan-6$975,230$70,146$11,691iApproximate average salary by contribution assumption: employee only about $292,275 at 4% or $194,850 at 6%; with 50% employer match about $194,850 at 4% or $129,900 at 6%; with 100% employer match about $146,138 at 4% or $97,425 at 6%.
2018116$841,996$74,476$4,655iApproximate average salary by contribution assumption: employee only about $116,369 at 4% or $77,579 at 6%; with 50% employer match about $77,579 at 4% or $51,719 at 6%; with 100% employer match about $58,184 at 4% or $38,790 at 6%.
Jerome, Gibson, Stewart, Friedman, Stevenson & Engle PC. 401K Plan-16$841,996$74,476$4,655iApproximate average salary by contribution assumption: employee only about $116,369 at 4% or $77,579 at 6%; with 50% employer match about $77,579 at 4% or $51,719 at 6%; with 100% employer match about $58,184 at 4% or $38,790 at 6%.
2017114$1,446,400$100,111$7,151iApproximate average salary by contribution assumption: employee only about $178,770 at 4% or $119,180 at 6%; with 50% employer match about $119,180 at 4% or $79,453 at 6%; with 100% employer match about $89,385 at 4% or $59,590 at 6%.
Jerome, Gibson, Stewart, Friedman, Stevenson & Engle PC. 401K Plan-14$1,446,400$100,111$7,151iApproximate average salary by contribution assumption: employee only about $178,770 at 4% or $119,180 at 6%; with 50% employer match about $119,180 at 4% or $79,453 at 6%; with 100% employer match about $89,385 at 4% or $59,590 at 6%.
2016116$2,526,264$103,071$6,442iApproximate average salary by contribution assumption: employee only about $161,048 at 4% or $107,366 at 6%; with 50% employer match about $107,366 at 4% or $71,577 at 6%; with 100% employer match about $80,524 at 4% or $53,683 at 6%.
Jerome, Gibson, Stewart, Friedman, Stevenson & Engle PC. 401K Plan-16$2,526,264$103,071$6,442iApproximate average salary by contribution assumption: employee only about $161,048 at 4% or $107,366 at 6%; with 50% employer match about $107,366 at 4% or $71,577 at 6%; with 100% employer match about $80,524 at 4% or $53,683 at 6%.
2015111$2,315,526$117,210$10,655iApproximate average salary by contribution assumption: employee only about $266,386 at 4% or $177,591 at 6%; with 50% employer match about $177,591 at 4% or $118,394 at 6%; with 100% employer match about $133,193 at 4% or $88,795 at 6%.
Jerome, Gibson, Stewart, Friedman, Stevenson & Engle PC. 401K Plan-11$2,315,526$117,210$10,655iApproximate average salary by contribution assumption: employee only about $266,386 at 4% or $177,591 at 6%; with 50% employer match about $177,591 at 4% or $118,394 at 6%; with 100% employer match about $133,193 at 4% or $88,795 at 6%.
2014111$2,190,715$141,850$12,895iApproximate average salary by contribution assumption: employee only about $322,386 at 4% or $214,924 at 6%; with 50% employer match about $214,924 at 4% or $143,283 at 6%; with 100% employer match about $161,193 at 4% or $107,462 at 6%.
Jerome, Gibson, Stewart, Friedman, Stevenson & Engle PC. 401K Plan-11$2,190,715$141,850$12,895iApproximate average salary by contribution assumption: employee only about $322,386 at 4% or $214,924 at 6%; with 50% employer match about $214,924 at 4% or $143,283 at 6%; with 100% employer match about $161,193 at 4% or $107,462 at 6%.
201319$2,019,337$135,278$15,031iApproximate average salary by contribution assumption: employee only about $375,772 at 4% or $250,515 at 6%; with 50% employer match about $250,515 at 4% or $167,010 at 6%; with 100% employer match about $187,886 at 4% or $125,257 at 6%.
Jerome, Gibson, Stewart, Friedman, Stevenson & Engle PC. 401K Plan-9$2,019,337$135,278$15,031iApproximate average salary by contribution assumption: employee only about $375,772 at 4% or $250,515 at 6%; with 50% employer match about $250,515 at 4% or $167,010 at 6%; with 100% employer match about $187,886 at 4% or $125,257 at 6%.
201219$1,720,658$118,491$13,166iApproximate average salary by contribution assumption: employee only about $329,142 at 4% or $219,428 at 6%; with 50% employer match about $219,428 at 4% or $146,285 at 6%; with 100% employer match about $164,571 at 4% or $109,714 at 6%.
Jerome, Gibson, Stewart, Friedman, Stevenson & Engle PC. 401K Plan-9$1,720,658$118,491$13,166iApproximate average salary by contribution assumption: employee only about $329,142 at 4% or $219,428 at 6%; with 50% employer match about $219,428 at 4% or $146,285 at 6%; with 100% employer match about $164,571 at 4% or $109,714 at 6%.
201119$1,506,903$114,704$12,745iApproximate average salary by contribution assumption: employee only about $318,622 at 4% or $212,415 at 6%; with 50% employer match about $212,415 at 4% or $141,610 at 6%; with 100% employer match about $159,311 at 4% or $106,207 at 6%.
Jerome, Gibson, Stewart, Friedman, Stevenson & Engle PC. 401K Plan-9$1,506,903$114,704$12,745iApproximate average salary by contribution assumption: employee only about $318,622 at 4% or $212,415 at 6%; with 50% employer match about $212,415 at 4% or $141,610 at 6%; with 100% employer match about $159,311 at 4% or $106,207 at 6%.
2010111$1,320,508$95,582$8,689iApproximate average salary by contribution assumption: employee only about $217,232 at 4% or $144,821 at 6%; with 50% employer match about $144,821 at 4% or $96,547 at 6%; with 100% employer match about $108,616 at 4% or $72,411 at 6%.
Jerome, Gibson, Stewart, Friedman, Stevenson & Engle PC. 401K Plan-11$1,320,508$95,582$8,689iApproximate average salary by contribution assumption: employee only about $217,232 at 4% or $144,821 at 6%; with 50% employer match about $144,821 at 4% or $96,547 at 6%; with 100% employer match about $108,616 at 4% or $72,411 at 6%.
2009110$1,160,708$81,068$8,107iApproximate average salary by contribution assumption: employee only about $202,670 at 4% or $135,113 at 6%; with 50% employer match about $135,113 at 4% or $90,076 at 6%; with 100% employer match about $101,335 at 4% or $67,557 at 6%.
JEROME, GIBSON, STEWART, FRIEDMAN, STEVENSON, ENGLE & RUNBECK, PC 401(K) PLAN-10$1,160,708$81,068$8,107iApproximate average salary by contribution assumption: employee only about $202,670 at 4% or $135,113 at 6%; with 50% employer match about $135,113 at 4% or $90,076 at 6%; with 100% employer match about $101,335 at 4% or $67,557 at 6%.
2008113$0$0-
JEROME, GIBSON, STEWART, FRIEDMAN, STEVENSON, ENGLE & RUNBECK, PC 401K PLAN-13---
2007114$0$0-
JEROME, GIBSON, STEWART, FRIEDMAN, STEVENSON, ENGLE & RUNBECK, PC 401K PLAN-14---
2006115$1,154,405$71,680$4,779iApproximate average salary by contribution assumption: employee only about $119,467 at 4% or $79,644 at 6%; with 50% employer match about $79,644 at 4% or $53,096 at 6%; with 100% employer match about $59,733 at 4% or $39,822 at 6%.
JEROME, GIBSON, STEWART, FRIEDMAN, STEVENSON, ENGLE & RUNBECK, PC 401K PLAN-15$1,154,405$71,680$4,779iApproximate average salary by contribution assumption: employee only about $119,467 at 4% or $79,644 at 6%; with 50% employer match about $79,644 at 4% or $53,096 at 6%; with 100% employer match about $59,733 at 4% or $39,822 at 6%.
2005113$977,895$76,536$5,887iApproximate average salary by contribution assumption: employee only about $147,185 at 4% or $98,123 at 6%; with 50% employer match about $98,123 at 4% or $65,415 at 6%; with 100% employer match about $73,592 at 4% or $49,062 at 6%.
Jerome, Gibson, Stewart, Friedman, Stevenson & Engle PC. 401K Plan-13$977,895$76,536$5,887iApproximate average salary by contribution assumption: employee only about $147,185 at 4% or $98,123 at 6%; with 50% employer match about $98,123 at 4% or $65,415 at 6%; with 100% employer match about $73,592 at 4% or $49,062 at 6%.
2004117$841,539$76,573$4,504iApproximate average salary by contribution assumption: employee only about $112,607 at 4% or $75,072 at 6%; with 50% employer match about $75,072 at 4% or $50,048 at 6%; with 100% employer match about $56,304 at 4% or $37,536 at 6%.
Jerome, Gibson, Stewart, Friedman, Stevenson & Engle PC. 401K Plan-17$841,539$76,573$4,504iApproximate average salary by contribution assumption: employee only about $112,607 at 4% or $75,072 at 6%; with 50% employer match about $75,072 at 4% or $50,048 at 6%; with 100% employer match about $56,304 at 4% or $37,536 at 6%.
2003116$677,968$47,473$2,967iApproximate average salary by contribution assumption: employee only about $74,177 at 4% or $49,451 at 6%; with 50% employer match about $49,451 at 4% or $32,967 at 6%; with 100% employer match about $37,088 at 4% or $24,726 at 6%.
Jerome, Gibson, Stewart, Friedman, Stevenson & Engle PC. 401K Plan-16$677,968$47,473$2,967iApproximate average salary by contribution assumption: employee only about $74,177 at 4% or $49,451 at 6%; with 50% employer match about $49,451 at 4% or $32,967 at 6%; with 100% employer match about $37,088 at 4% or $24,726 at 6%.
2002116$549,265$45,468$2,842iApproximate average salary by contribution assumption: employee only about $71,044 at 4% or $47,363 at 6%; with 50% employer match about $47,363 at 4% or $31,575 at 6%; with 100% employer match about $35,522 at 4% or $23,681 at 6%.
Jerome, Gibson, Stewart, Friedman, Stevenson & Engle PC. 401K Plan-16$549,265$45,468$2,842iApproximate average salary by contribution assumption: employee only about $71,044 at 4% or $47,363 at 6%; with 50% employer match about $47,363 at 4% or $31,575 at 6%; with 100% employer match about $35,522 at 4% or $23,681 at 6%.
2001112$606,675$43,646$3,637iApproximate average salary by contribution assumption: employee only about $90,929 at 4% or $60,619 at 6%; with 50% employer match about $60,619 at 4% or $40,413 at 6%; with 100% employer match about $45,465 at 4% or $30,310 at 6%.
Jerome, Gibson, Stewart, Friedman, Stevenson & Engle PC. 401K Plan-12$606,675$43,646$3,637iApproximate average salary by contribution assumption: employee only about $90,929 at 4% or $60,619 at 6%; with 50% employer match about $60,619 at 4% or $40,413 at 6%; with 100% employer match about $45,465 at 4% or $30,310 at 6%.
2000115$634,674$45,519$3,035iApproximate average salary by contribution assumption: employee only about $75,865 at 4% or $50,577 at 6%; with 50% employer match about $50,577 at 4% or $33,718 at 6%; with 100% employer match about $37,933 at 4% or $25,288 at 6%.
Jerome, Gibson, Stewart, Friedman, Stevenson & Engle PC. 401K Plan-15$634,674$45,519$3,035iApproximate average salary by contribution assumption: employee only about $75,865 at 4% or $50,577 at 6%; with 50% employer match about $50,577 at 4% or $33,718 at 6%; with 100% employer match about $37,933 at 4% or $25,288 at 6%.
1999119$658,650$33,512$1,764iApproximate average salary by contribution assumption: employee only about $44,095 at 4% or $29,396 at 6%; with 50% employer match about $29,396 at 4% or $19,598 at 6%; with 100% employer match about $22,047 at 4% or $14,698 at 6%.
Jerome, Gibson, Stewart, Friedman, Stevenson & Engle PC. 401K Plan-19$658,650$33,512$1,764iApproximate average salary by contribution assumption: employee only about $44,095 at 4% or $29,396 at 6%; with 50% employer match about $29,396 at 4% or $19,598 at 6%; with 100% employer match about $22,047 at 4% or $14,698 at 6%.