Emery Stephens Holding Profit Sharing Trust
Plan context: Emery Stephens Holding Profit Sharing Trust
EIN 86-0366933 • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$96,220
2025 Contributions
$8,839
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 | 7 | $96,220 | $8,839 | $1,263iApproximate average salary by contribution assumption: employee only about $31,568 at 4% or $21,045 at 6%; with 50% employer match about $21,045 at 4% or $14,030 at 6%; with 100% employer match about $15,784 at 4% or $10,523 at 6%. |
| Emery Stephens Holding Profit Sharing Trust | - | 7 | $96,220 | $8,839 | $1,263iApproximate average salary by contribution assumption: employee only about $31,568 at 4% or $21,045 at 6%; with 50% employer match about $21,045 at 4% or $14,030 at 6%; with 100% employer match about $15,784 at 4% or $10,523 at 6%. |
| 2024 | 1 | 7 | $87,381 | $18,786 | $2,684iApproximate average salary by contribution assumption: employee only about $67,093 at 4% or $44,729 at 6%; with 50% employer match about $44,729 at 4% or $29,819 at 6%; with 100% employer match about $33,546 at 4% or $22,364 at 6%. |
| Emery Stephens Holding Profit Sharing Trust | - | 7 | $87,381 | $18,786 | $2,684iApproximate average salary by contribution assumption: employee only about $67,093 at 4% or $44,729 at 6%; with 50% employer match about $44,729 at 4% or $29,819 at 6%; with 100% employer match about $33,546 at 4% or $22,364 at 6%. |
| 2023 | 1 | 7 | $68,595 | $32,294 | $4,613iApproximate average salary by contribution assumption: employee only about $115,336 at 4% or $76,890 at 6%; with 50% employer match about $76,890 at 4% or $51,260 at 6%; with 100% employer match about $57,668 at 4% or $38,445 at 6%. |
| Emery Stephens Holding Profit Sharing Trust | - | 7 | $68,595 | $32,294 | $4,613iApproximate average salary by contribution assumption: employee only about $115,336 at 4% or $76,890 at 6%; with 50% employer match about $76,890 at 4% or $51,260 at 6%; with 100% employer match about $57,668 at 4% or $38,445 at 6%. |
| 2022 | 1 | 7 | $30,321 | $30,321 | $4,332iApproximate average salary by contribution assumption: employee only about $108,289 at 4% or $72,193 at 6%; with 50% employer match about $72,193 at 4% or $48,129 at 6%; with 100% employer match about $54,145 at 4% or $36,096 at 6%. |
| Emery Stephens Holding Profit Sharing Trust | - | 7 | $30,321 | $30,321 | $4,332iApproximate average salary by contribution assumption: employee only about $108,289 at 4% or $72,193 at 6%; with 50% employer match about $72,193 at 4% or $48,129 at 6%; with 100% employer match about $54,145 at 4% or $36,096 at 6%. |