Stevenson, Jones & Holmaas PC.
Plan context: Stevenson, Jones, Imig & Holmaas PC. Profit Sharing Trust
EIN 86-0424851 • Tucson, AZ • 21 filings • 4 plans
Current Snapshot
Latest Year
2020
2020 Participants
3
2020 Assets
$1,126,783
2020 Contributions
$14,108
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 3 | $1,126,783 | $14,108 | $4,703iApproximate average salary by contribution assumption: employee only about $117,567 at 4% or $78,378 at 6%; with 50% employer match about $78,378 at 4% or $52,252 at 6%; with 100% employer match about $58,783 at 4% or $39,189 at 6%. |
| Stevenson, Jones, Imig & Holmaas PC. Profit Sharing Trust | - | 3 | $1,126,783 | $14,108 | $4,703iApproximate average salary by contribution assumption: employee only about $117,567 at 4% or $78,378 at 6%; with 50% employer match about $78,378 at 4% or $52,252 at 6%; with 100% employer match about $58,783 at 4% or $39,189 at 6%. |
| 2019 | 1 | 3 | $1,088,631 | $44,904 | $14,968iApproximate average salary by contribution assumption: employee only about $374,200 at 4% or $249,467 at 6%; with 50% employer match about $249,467 at 4% or $166,311 at 6%; with 100% employer match about $187,100 at 4% or $124,733 at 6%. |
| Stevenson, Jones, Imig & Holmaas PC. Profit Sharing Trust | - | 3 | $1,088,631 | $44,904 | $14,968iApproximate average salary by contribution assumption: employee only about $374,200 at 4% or $249,467 at 6%; with 50% employer match about $249,467 at 4% or $166,311 at 6%; with 100% employer match about $187,100 at 4% or $124,733 at 6%. |
| 2018 | 1 | 3 | $1,050,686 | $22,658 | $7,553iApproximate average salary by contribution assumption: employee only about $188,817 at 4% or $125,878 at 6%; with 50% employer match about $125,878 at 4% or $83,919 at 6%; with 100% employer match about $94,408 at 4% or $62,939 at 6%. |
| Stevenson, Jones, Imig & Holmaas PC. Profit Sharing Trust | - | 3 | $1,050,686 | $22,658 | $7,553iApproximate average salary by contribution assumption: employee only about $188,817 at 4% or $125,878 at 6%; with 50% employer match about $125,878 at 4% or $83,919 at 6%; with 100% employer match about $94,408 at 4% or $62,939 at 6%. |
| 2017 | 1 | 3 | $1,183,595 | $3,367 | $1,122iApproximate average salary by contribution assumption: employee only about $28,058 at 4% or $18,706 at 6%; with 50% employer match about $18,706 at 4% or $12,470 at 6%; with 100% employer match about $14,029 at 4% or $9,353 at 6%. |
| Stevenson, Jones, Imig & Holmaas PC. Profit Sharing Trust | - | 3 | $1,183,595 | $3,367 | $1,122iApproximate average salary by contribution assumption: employee only about $28,058 at 4% or $18,706 at 6%; with 50% employer match about $18,706 at 4% or $12,470 at 6%; with 100% employer match about $14,029 at 4% or $9,353 at 6%. |
| 2016 | 1 | 4 | $1,337,994 | $6,436 | $1,609iApproximate average salary by contribution assumption: employee only about $40,225 at 4% or $26,817 at 6%; with 50% employer match about $26,817 at 4% or $17,878 at 6%; with 100% employer match about $20,113 at 4% or $13,408 at 6%. |
| Stevenson, Jones, Imig & Holmaas PC. Profit Sharing Trust | - | 4 | $1,337,994 | $6,436 | $1,609iApproximate average salary by contribution assumption: employee only about $40,225 at 4% or $26,817 at 6%; with 50% employer match about $26,817 at 4% or $17,878 at 6%; with 100% employer match about $20,113 at 4% or $13,408 at 6%. |
| 2015 | 1 | 4 | $1,282,415 | $5,714 | $1,429iApproximate average salary by contribution assumption: employee only about $35,713 at 4% or $23,808 at 6%; with 50% employer match about $23,808 at 4% or $15,872 at 6%; with 100% employer match about $17,856 at 4% or $11,904 at 6%. |
| Stevenson, Jones, Imig & Holmaas PC. Profit Sharing Trust | - | 4 | $1,282,415 | $5,714 | $1,429iApproximate average salary by contribution assumption: employee only about $35,713 at 4% or $23,808 at 6%; with 50% employer match about $23,808 at 4% or $15,872 at 6%; with 100% employer match about $17,856 at 4% or $11,904 at 6%. |
| 2014 | 1 | 4 | $1,365,104 | $3,884 | $971iApproximate average salary by contribution assumption: employee only about $24,275 at 4% or $16,183 at 6%; with 50% employer match about $16,183 at 4% or $10,789 at 6%; with 100% employer match about $12,138 at 4% or $8,092 at 6%. |
| Stevenson, Jones, Imig & Holmaas PC. Profit Sharing Trust | - | 4 | $1,365,104 | $3,884 | $971iApproximate average salary by contribution assumption: employee only about $24,275 at 4% or $16,183 at 6%; with 50% employer match about $16,183 at 4% or $10,789 at 6%; with 100% employer match about $12,138 at 4% or $8,092 at 6%. |
| 2013 | 1 | 4 | $1,386,720 | $4,984 | $1,246iApproximate average salary by contribution assumption: employee only about $31,150 at 4% or $20,767 at 6%; with 50% employer match about $20,767 at 4% or $13,844 at 6%; with 100% employer match about $15,575 at 4% or $10,383 at 6%. |
| Stevenson, Jones, Imig & Holmaas PC. Profit Sharing Trust | - | 4 | $1,386,720 | $4,984 | $1,246iApproximate average salary by contribution assumption: employee only about $31,150 at 4% or $20,767 at 6%; with 50% employer match about $20,767 at 4% or $13,844 at 6%; with 100% employer match about $15,575 at 4% or $10,383 at 6%. |
| 2012 | 1 | 4 | $1,253,364 | $12,302 | $3,076iApproximate average salary by contribution assumption: employee only about $76,888 at 4% or $51,258 at 6%; with 50% employer match about $51,258 at 4% or $34,172 at 6%; with 100% employer match about $38,444 at 4% or $25,629 at 6%. |
| Stevenson, Jones, Imig & Holmaas PC. Profit Sharing Trust | - | 4 | $1,253,364 | $12,302 | $3,076iApproximate average salary by contribution assumption: employee only about $76,888 at 4% or $51,258 at 6%; with 50% employer match about $51,258 at 4% or $34,172 at 6%; with 100% employer match about $38,444 at 4% or $25,629 at 6%. |
| 2011 | 1 | 4 | $1,286,226 | $5,093 | $1,273iApproximate average salary by contribution assumption: employee only about $31,831 at 4% or $21,221 at 6%; with 50% employer match about $21,221 at 4% or $14,147 at 6%; with 100% employer match about $15,916 at 4% or $10,610 at 6%. |
| Stevenson, Jones, Imig & Holmaas PC. Profit Sharing Trust | - | 4 | $1,286,226 | $5,093 | $1,273iApproximate average salary by contribution assumption: employee only about $31,831 at 4% or $21,221 at 6%; with 50% employer match about $21,221 at 4% or $14,147 at 6%; with 100% employer match about $15,916 at 4% or $10,610 at 6%. |
| 2010 | 1 | 4 | $1,390,170 | $8,642 | $2,161iApproximate average salary by contribution assumption: employee only about $54,013 at 4% or $36,008 at 6%; with 50% employer match about $36,008 at 4% or $24,006 at 6%; with 100% employer match about $27,006 at 4% or $18,004 at 6%. |
| Stevenson, Jones, Imig & Holmaas PC. Profit Sharing Trust | - | 4 | $1,390,170 | $8,642 | $2,161iApproximate average salary by contribution assumption: employee only about $54,013 at 4% or $36,008 at 6%; with 50% employer match about $36,008 at 4% or $24,006 at 6%; with 100% employer match about $27,006 at 4% or $18,004 at 6%. |
| 2009 | 1 | 4 | $1,280,194 | $12,917 | $3,229iApproximate average salary by contribution assumption: employee only about $80,731 at 4% or $53,821 at 6%; with 50% employer match about $53,821 at 4% or $35,881 at 6%; with 100% employer match about $40,366 at 4% or $26,910 at 6%. |
| Stevenson, Jones, Imig & Holmaas PC. Profit Sharing Trust | - | 4 | $1,280,194 | $12,917 | $3,229iApproximate average salary by contribution assumption: employee only about $80,731 at 4% or $53,821 at 6%; with 50% employer match about $53,821 at 4% or $35,881 at 6%; with 100% employer match about $40,366 at 4% or $26,910 at 6%. |
| 2008 | 1 | 4 | $1,267,434 | $9,502 | $2,376iApproximate average salary by contribution assumption: employee only about $59,388 at 4% or $39,592 at 6%; with 50% employer match about $39,592 at 4% or $26,394 at 6%; with 100% employer match about $29,694 at 4% or $19,796 at 6%. |
| Stevenson, Jones, Imig & Holmaas PC. Profit Sharing Trust | - | 4 | $1,267,434 | $9,502 | $2,376iApproximate average salary by contribution assumption: employee only about $59,388 at 4% or $39,592 at 6%; with 50% employer match about $39,592 at 4% or $26,394 at 6%; with 100% employer match about $29,694 at 4% or $19,796 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Stevenson, Jones, Imig & Holmaas PC. Profit Sharing Trust | - | 4 | - | - | - |
| 2006 | 1 | 4 | $1,615,249 | $10,286 | $2,572iApproximate average salary by contribution assumption: employee only about $64,288 at 4% or $42,858 at 6%; with 50% employer match about $42,858 at 4% or $28,572 at 6%; with 100% employer match about $32,144 at 4% or $21,429 at 6%. |
| Stevenson, Jones, Imig & Holmaas PC. Profit Sharing Trust | - | 4 | $1,615,249 | $10,286 | $2,572iApproximate average salary by contribution assumption: employee only about $64,288 at 4% or $42,858 at 6%; with 50% employer match about $42,858 at 4% or $28,572 at 6%; with 100% employer match about $32,144 at 4% or $21,429 at 6%. |
| 2005 | 1 | 4 | $1,476,540 | $8,698 | $2,175iApproximate average salary by contribution assumption: employee only about $54,363 at 4% or $36,242 at 6%; with 50% employer match about $36,242 at 4% or $24,161 at 6%; with 100% employer match about $27,181 at 4% or $18,121 at 6%. |
| Stevenson, Jones, Imig & Holmaas PC. Profit Sharing Trust | - | 4 | $1,476,540 | $8,698 | $2,175iApproximate average salary by contribution assumption: employee only about $54,363 at 4% or $36,242 at 6%; with 50% employer match about $36,242 at 4% or $24,161 at 6%; with 100% employer match about $27,181 at 4% or $18,121 at 6%. |
| 2004 | 1 | 4 | $1,398,888 | $15,393 | $3,848iApproximate average salary by contribution assumption: employee only about $96,206 at 4% or $64,138 at 6%; with 50% employer match about $64,138 at 4% or $42,758 at 6%; with 100% employer match about $48,103 at 4% or $32,069 at 6%. |
| Stevenson, Jones, Imig & Holmaas PC. Profit Sharing Trust | - | 4 | $1,398,888 | $15,393 | $3,848iApproximate average salary by contribution assumption: employee only about $96,206 at 4% or $64,138 at 6%; with 50% employer match about $64,138 at 4% or $42,758 at 6%; with 100% employer match about $48,103 at 4% or $32,069 at 6%. |
| 2003 | 1 | 5 | $1,243,402 | $34,802 | $6,960iApproximate average salary by contribution assumption: employee only about $174,010 at 4% or $116,007 at 6%; with 50% employer match about $116,007 at 4% or $77,338 at 6%; with 100% employer match about $87,005 at 4% or $58,003 at 6%. |
| Stevenson, Jones, Imig & Holmaas PC. Profit Sharing Trust | - | 5 | $1,243,402 | $34,802 | $6,960iApproximate average salary by contribution assumption: employee only about $174,010 at 4% or $116,007 at 6%; with 50% employer match about $116,007 at 4% or $77,338 at 6%; with 100% employer match about $87,005 at 4% or $58,003 at 6%. |
| 2002 | 1 | 5 | $0 | $0 | - |
| Stevenson, Jones, Imig & Holmaas PC. Profit Sharing Trust | - | 5 | - | - | - |
| 2001 | 1 | 6 | $0 | $0 | - |
| Stevenson, Jones, Imig & Holmaas PC. Profit Sharing Trust | - | 6 | - | - | - |
| 2000 | 1 | 5 | $0 | $0 | - |
| Stevenson, Jones, Imig & Holmaas PC. Profit Sharing Trust | - | 5 | - | - | - |