Civic Intelligence

Kolb, Stewart & Associates Inc.

Plan context: Kolb, Stewart & Associates 401K Plan

EIN 86-0397159 • Phoenix, AZ • 36 filings • 9 plans

2301 W. Dunlap Avenue Suite 207Phoenix, AZ 85021
Current Snapshot

Latest Year

2023

2023 Participants

7

2023 Assets

$843,262

2023 Contributions

$253

Historical Graphs

Total Assets Over Time

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

$3,642,722$1,821,361$0199920142022YearValue
$843,262Latest year 2022

Participants Over Time

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

47240199920112022YearValue
7Latest year 2022

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
202310$0$253-
Kolb, Stewart & Associates 401K Plan-0$0$253-
202217$843,262$11,068$1,581iApproximate average salary by contribution assumption: employee only about $39,529 at 4% or $26,352 at 6%; with 50% employer match about $26,352 at 4% or $17,568 at 6%; with 100% employer match about $19,764 at 4% or $13,176 at 6%.
Kolb, Stewart & Associates 401K Plan-7$843,262$11,068$1,581iApproximate average salary by contribution assumption: employee only about $39,529 at 4% or $26,352 at 6%; with 50% employer match about $26,352 at 4% or $17,568 at 6%; with 100% employer match about $19,764 at 4% or $13,176 at 6%.
2021110$806,451$10,411$1,041iApproximate average salary by contribution assumption: employee only about $26,027 at 4% or $17,352 at 6%; with 50% employer match about $17,352 at 4% or $11,568 at 6%; with 100% employer match about $13,014 at 4% or $8,676 at 6%.
Kolb, Stewart & Associates 401K Plan-10$806,451$10,411$1,041iApproximate average salary by contribution assumption: employee only about $26,027 at 4% or $17,352 at 6%; with 50% employer match about $17,352 at 4% or $11,568 at 6%; with 100% employer match about $13,014 at 4% or $8,676 at 6%.
2020111$940,008$14,210$1,292iApproximate average salary by contribution assumption: employee only about $32,295 at 4% or $21,530 at 6%; with 50% employer match about $21,530 at 4% or $14,354 at 6%; with 100% employer match about $16,148 at 4% or $10,765 at 6%.
Kolb, Stewart & Associates 401K Plan-11$940,008$14,210$1,292iApproximate average salary by contribution assumption: employee only about $32,295 at 4% or $21,530 at 6%; with 50% employer match about $21,530 at 4% or $14,354 at 6%; with 100% employer match about $16,148 at 4% or $10,765 at 6%.
2019113$900,975$14,806$1,139iApproximate average salary by contribution assumption: employee only about $28,473 at 4% or $18,982 at 6%; with 50% employer match about $18,982 at 4% or $12,655 at 6%; with 100% employer match about $14,237 at 4% or $9,491 at 6%.
Kolb, Stewart & Associates 401K Plan-13$900,975$14,806$1,139iApproximate average salary by contribution assumption: employee only about $28,473 at 4% or $18,982 at 6%; with 50% employer match about $18,982 at 4% or $12,655 at 6%; with 100% employer match about $14,237 at 4% or $9,491 at 6%.
2018114$1,030,581$15,017$1,073iApproximate average salary by contribution assumption: employee only about $26,816 at 4% or $17,877 at 6%; with 50% employer match about $17,877 at 4% or $11,918 at 6%; with 100% employer match about $13,408 at 4% or $8,939 at 6%.
Kolb, Stewart & Associates 401K Plan-14$1,030,581$15,017$1,073iApproximate average salary by contribution assumption: employee only about $26,816 at 4% or $17,877 at 6%; with 50% employer match about $17,877 at 4% or $11,918 at 6%; with 100% employer match about $13,408 at 4% or $8,939 at 6%.
2017115$988,925$13,155$877iApproximate average salary by contribution assumption: employee only about $21,925 at 4% or $14,617 at 6%; with 50% employer match about $14,617 at 4% or $9,744 at 6%; with 100% employer match about $10,963 at 4% or $7,308 at 6%.
Kolb, Stewart & Associates 401K Plan-15$988,925$13,155$877iApproximate average salary by contribution assumption: employee only about $21,925 at 4% or $14,617 at 6%; with 50% employer match about $14,617 at 4% or $9,744 at 6%; with 100% employer match about $10,963 at 4% or $7,308 at 6%.
2016115$961,139$7,421$495iApproximate average salary by contribution assumption: employee only about $12,368 at 4% or $8,246 at 6%; with 50% employer match about $8,246 at 4% or $5,497 at 6%; with 100% employer match about $6,184 at 4% or $4,123 at 6%.
Kolb, Stewart & Associates 401K Plan-15$961,139$7,421$495iApproximate average salary by contribution assumption: employee only about $12,368 at 4% or $8,246 at 6%; with 50% employer match about $8,246 at 4% or $5,497 at 6%; with 100% employer match about $6,184 at 4% or $4,123 at 6%.
2015116$983,425$4,104$257iApproximate average salary by contribution assumption: employee only about $6,413 at 4% or $4,275 at 6%; with 50% employer match about $4,275 at 4% or $2,850 at 6%; with 100% employer match about $3,206 at 4% or $2,138 at 6%.
Kolb, Stewart & Associates 401K Plan-16$983,425$4,104$257iApproximate average salary by contribution assumption: employee only about $6,413 at 4% or $4,275 at 6%; with 50% employer match about $4,275 at 4% or $2,850 at 6%; with 100% employer match about $3,206 at 4% or $2,138 at 6%.
2014118$1,329,216$7,660$426iApproximate average salary by contribution assumption: employee only about $10,639 at 4% or $7,093 at 6%; with 50% employer match about $7,093 at 4% or $4,728 at 6%; with 100% employer match about $5,319 at 4% or $3,546 at 6%.
Kolb, Stewart & Associates 401K Plan-18$1,329,216$7,660$426iApproximate average salary by contribution assumption: employee only about $10,639 at 4% or $7,093 at 6%; with 50% employer match about $7,093 at 4% or $4,728 at 6%; with 100% employer match about $5,319 at 4% or $3,546 at 6%.
2013121$1,992,000$10,987$523iApproximate average salary by contribution assumption: employee only about $13,080 at 4% or $8,720 at 6%; with 50% employer match about $8,720 at 4% or $5,813 at 6%; with 100% employer match about $6,540 at 4% or $4,360 at 6%.
Kolb, Stewart & Associates 401K Plan-21$1,992,000$10,987$523iApproximate average salary by contribution assumption: employee only about $13,080 at 4% or $8,720 at 6%; with 50% employer match about $8,720 at 4% or $5,813 at 6%; with 100% employer match about $6,540 at 4% or $4,360 at 6%.
2012123$2,120,269$28,032$1,219iApproximate average salary by contribution assumption: employee only about $30,470 at 4% or $20,313 at 6%; with 50% employer match about $20,313 at 4% or $13,542 at 6%; with 100% employer match about $15,235 at 4% or $10,157 at 6%.
Kolb, Stewart & Associates 401K Plan-23$2,120,269$28,032$1,219iApproximate average salary by contribution assumption: employee only about $30,470 at 4% or $20,313 at 6%; with 50% employer match about $20,313 at 4% or $13,542 at 6%; with 100% employer match about $15,235 at 4% or $10,157 at 6%.
2011125$2,056,087$31,783$1,271iApproximate average salary by contribution assumption: employee only about $31,783 at 4% or $21,189 at 6%; with 50% employer match about $21,189 at 4% or $14,126 at 6%; with 100% employer match about $15,891 at 4% or $10,594 at 6%.
Kolb, Stewart & Associates 401K Plan-25$2,056,087$31,783$1,271iApproximate average salary by contribution assumption: employee only about $31,783 at 4% or $21,189 at 6%; with 50% employer match about $21,189 at 4% or $14,126 at 6%; with 100% employer match about $15,891 at 4% or $10,594 at 6%.
2010128$1,844,221$39,695$1,418iApproximate average salary by contribution assumption: employee only about $35,442 at 4% or $23,628 at 6%; with 50% employer match about $23,628 at 4% or $15,752 at 6%; with 100% employer match about $17,721 at 4% or $11,814 at 6%.
Kolb, Stewart & Associates 401K Plan-28$1,844,221$39,695$1,418iApproximate average salary by contribution assumption: employee only about $35,442 at 4% or $23,628 at 6%; with 50% employer match about $23,628 at 4% or $15,752 at 6%; with 100% employer match about $17,721 at 4% or $11,814 at 6%.
2009329$3,642,722$137,042$4,726iApproximate average salary by contribution assumption: employee only about $118,140 at 4% or $78,760 at 6%; with 50% employer match about $78,760 at 4% or $52,507 at 6%; with 100% employer match about $59,070 at 4% or $39,380 at 6%.
Kolb, Stewart & Associates 401K Plan-29$1,821,361$69,806$2,407iApproximate average salary by contribution assumption: employee only about $60,178 at 4% or $40,118 at 6%; with 50% employer match about $40,118 at 4% or $26,746 at 6%; with 100% employer match about $30,089 at 4% or $20,059 at 6%.
Kolb, Stewart & Associates 401K Plan-29$1,821,361$67,236$2,318iApproximate average salary by contribution assumption: employee only about $57,962 at 4% or $38,641 at 6%; with 50% employer match about $38,641 at 4% or $25,761 at 6%; with 100% employer match about $28,981 at 4% or $19,321 at 6%.
Kolb, Stewart & Associates Inc. Profit Sharing Plan-0$0$0-
2008232$0$0-
Kolb, Stewart & Associates Inc. Profit Sharing Plan-30---
Kolb, Stewart & Associates 401K Plan-32---
2007234$0$0-
Kolb, Stewart & Associates Inc. Profit Sharing Plan-34---
Kolb, Stewart & Associates 401K Plan-32---
2006235$1,356,765$1,096$31iApproximate average salary by contribution assumption: employee only about $783 at 4% or $522 at 6%; with 50% employer match about $522 at 4% or $348 at 6%; with 100% employer match about $391 at 4% or $261 at 6%.
Kolb, Stewart & Associates Inc. Profit Sharing Plan-35$1,356,765$1,096$31iApproximate average salary by contribution assumption: employee only about $783 at 4% or $522 at 6%; with 50% employer match about $522 at 4% or $348 at 6%; with 100% employer match about $391 at 4% or $261 at 6%.
Kolb, Stewart & Associates 401K Plan-35---
2005237$2,084,017$76,519$2,068iApproximate average salary by contribution assumption: employee only about $51,702 at 4% or $34,468 at 6%; with 50% employer match about $34,468 at 4% or $22,979 at 6%; with 100% employer match about $25,851 at 4% or $17,234 at 6%.
Kolb, Stewart & Associates Inc. Profit Sharing Plan-34$1,191,448$177$5iApproximate average salary by contribution assumption: employee only about $130 at 4% or $87 at 6%; with 50% employer match about $87 at 4% or $58 at 6%; with 100% employer match about $65 at 4% or $43 at 6%.
Kolb, Stewart & Associates 401K Plan-37$892,569$76,342$2,063iApproximate average salary by contribution assumption: employee only about $51,582 at 4% or $34,388 at 6%; with 50% employer match about $34,388 at 4% or $22,926 at 6%; with 100% employer match about $25,791 at 4% or $17,194 at 6%.
2004244$2,133,770$88,958$2,022iApproximate average salary by contribution assumption: employee only about $50,544 at 4% or $33,696 at 6%; with 50% employer match about $33,696 at 4% or $22,464 at 6%; with 100% employer match about $25,272 at 4% or $16,848 at 6%.
Kolb, Stewart & Associates Inc. Profit Sharing Plan-38$1,256,807--
Kolb, Stewart & Associates 401K Plan-44$876,963$88,958$2,022iApproximate average salary by contribution assumption: employee only about $50,544 at 4% or $33,696 at 6%; with 50% employer match about $33,696 at 4% or $22,464 at 6%; with 100% employer match about $25,272 at 4% or $16,848 at 6%.
2003245$0$0-
Kolb, Stewart & Associates 401K Plan-45---
Kolb, Stewart & Associates Inc. Profit Sharing Plan-40---
2002247$0$0-
Kolb, Stewart & Associates Inc. Profit Sharing Plan-35---
Kolb, Stewart & Associates 401K Plan-47---
2001134$0$0-
Kolb, Stewart & Associates Inc. Profit Sharing Plan-34---
2000243$0$0-
Kolb, Stewart & Associates Inc. Profit Sharing Plan-36---
Kolb, Stewart & Associates 401K Plan-43---
1999240$1,899,937$119,083$2,977iApproximate average salary by contribution assumption: employee only about $74,427 at 4% or $49,618 at 6%; with 50% employer match about $49,618 at 4% or $33,079 at 6%; with 100% employer match about $37,213 at 4% or $24,809 at 6%.
Kolb, Stewart & Associates Inc. Profit Sharing Plan-36$1,297,207$2,761$77iApproximate average salary by contribution assumption: employee only about $1,917 at 4% or $1,278 at 6%; with 50% employer match about $1,278 at 4% or $852 at 6%; with 100% employer match about $959 at 4% or $639 at 6%.
Kolb, Stewart & Associates 401K Plan-40$602,730$116,322$2,908iApproximate average salary by contribution assumption: employee only about $72,701 at 4% or $48,468 at 6%; with 50% employer match about $48,468 at 4% or $32,312 at 6%; with 100% employer match about $36,351 at 4% or $24,234 at 6%.