Civic Intelligence

Stegall, Katz & Whitaker PC.

Plan context: Stegall, Katz & Whitaker PC. 401K Profit Sharing Plan

EIN 86-0627162 • Phoenix, AZ • 22 filings • 4 plans

531 E. Thomas Rd., Suite 102Phoenix, AZ 85012-3239
Current Snapshot

Latest Year

2020

2020 Participants

7

2020 Assets

$2,152,232

2020 Contributions

$40,865

Historical Graphs

Total Assets Over Time

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

$2,152,232$1,076,116$0199920112019YearValue
$2,152,232Latest year 2019

Participants Over Time

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

1580199920092019YearValue
7Latest year 2019

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
202010$0$0-
Stegall, Katz & Whitaker PC. 401K Profit Sharing Plan-0$0--
201917$2,152,232$40,865$5,838iApproximate average salary by contribution assumption: employee only about $145,946 at 4% or $97,298 at 6%; with 50% employer match about $97,298 at 4% or $64,865 at 6%; with 100% employer match about $72,973 at 4% or $48,649 at 6%.
Stegall, Katz & Whitaker PC. 401K Profit Sharing Plan-7$2,152,232$40,865$5,838iApproximate average salary by contribution assumption: employee only about $145,946 at 4% or $97,298 at 6%; with 50% employer match about $97,298 at 4% or $64,865 at 6%; with 100% employer match about $72,973 at 4% or $48,649 at 6%.
201818$1,823,407$40,527$5,066iApproximate average salary by contribution assumption: employee only about $126,647 at 4% or $84,431 at 6%; with 50% employer match about $84,431 at 4% or $56,288 at 6%; with 100% employer match about $63,323 at 4% or $42,216 at 6%.
Stegall, Katz & Whitaker PC. 401K Profit Sharing Plan-8$1,823,407$40,527$5,066iApproximate average salary by contribution assumption: employee only about $126,647 at 4% or $84,431 at 6%; with 50% employer match about $84,431 at 4% or $56,288 at 6%; with 100% employer match about $63,323 at 4% or $42,216 at 6%.
201718$1,913,182$37,110$4,639iApproximate average salary by contribution assumption: employee only about $115,969 at 4% or $77,313 at 6%; with 50% employer match about $77,313 at 4% or $51,542 at 6%; with 100% employer match about $57,984 at 4% or $38,656 at 6%.
Stegall, Katz & Whitaker PC. 401K Profit Sharing Plan-8$1,913,182$37,110$4,639iApproximate average salary by contribution assumption: employee only about $115,969 at 4% or $77,313 at 6%; with 50% employer match about $77,313 at 4% or $51,542 at 6%; with 100% employer match about $57,984 at 4% or $38,656 at 6%.
201618$1,639,749$40,810$5,101iApproximate average salary by contribution assumption: employee only about $127,531 at 4% or $85,021 at 6%; with 50% employer match about $85,021 at 4% or $56,681 at 6%; with 100% employer match about $63,766 at 4% or $42,510 at 6%.
Stegall, Katz & Whitaker PC. 401K Profit Sharing Plan-8$1,639,749$40,810$5,101iApproximate average salary by contribution assumption: employee only about $127,531 at 4% or $85,021 at 6%; with 50% employer match about $85,021 at 4% or $56,681 at 6%; with 100% employer match about $63,766 at 4% or $42,510 at 6%.
201519$1,537,740$36,306$4,034iApproximate average salary by contribution assumption: employee only about $100,850 at 4% or $67,233 at 6%; with 50% employer match about $67,233 at 4% or $44,822 at 6%; with 100% employer match about $50,425 at 4% or $33,617 at 6%.
Stegall, Katz & Whitaker PC. 401K Profit Sharing Plan-9$1,537,740$36,306$4,034iApproximate average salary by contribution assumption: employee only about $100,850 at 4% or $67,233 at 6%; with 50% employer match about $67,233 at 4% or $44,822 at 6%; with 100% employer match about $50,425 at 4% or $33,617 at 6%.
2014110$1,512,952$52,218$5,222iApproximate average salary by contribution assumption: employee only about $130,545 at 4% or $87,030 at 6%; with 50% employer match about $87,030 at 4% or $58,020 at 6%; with 100% employer match about $65,273 at 4% or $43,515 at 6%.
Stegall, Katz & Whitaker PC. 401K Profit Sharing Plan-10$1,512,952$52,218$5,222iApproximate average salary by contribution assumption: employee only about $130,545 at 4% or $87,030 at 6%; with 50% employer match about $87,030 at 4% or $58,020 at 6%; with 100% employer match about $65,273 at 4% or $43,515 at 6%.
2013110$1,612,072$37,642$3,764iApproximate average salary by contribution assumption: employee only about $94,105 at 4% or $62,737 at 6%; with 50% employer match about $62,737 at 4% or $41,824 at 6%; with 100% employer match about $47,053 at 4% or $31,368 at 6%.
Stegall, Katz & Whitaker PC. 401K Profit Sharing Plan-10$1,612,072$37,642$3,764iApproximate average salary by contribution assumption: employee only about $94,105 at 4% or $62,737 at 6%; with 50% employer match about $62,737 at 4% or $41,824 at 6%; with 100% employer match about $47,053 at 4% or $31,368 at 6%.
2012110$1,325,230$27,908$2,791iApproximate average salary by contribution assumption: employee only about $69,770 at 4% or $46,513 at 6%; with 50% employer match about $46,513 at 4% or $31,009 at 6%; with 100% employer match about $34,885 at 4% or $23,257 at 6%.
Stegall, Katz & Whitaker PC. 401K Profit Sharing Plan-10$1,325,230$27,908$2,791iApproximate average salary by contribution assumption: employee only about $69,770 at 4% or $46,513 at 6%; with 50% employer match about $46,513 at 4% or $31,009 at 6%; with 100% employer match about $34,885 at 4% or $23,257 at 6%.
2011111$1,294,145$41,077$3,734iApproximate average salary by contribution assumption: employee only about $93,357 at 4% or $62,238 at 6%; with 50% employer match about $62,238 at 4% or $41,492 at 6%; with 100% employer match about $46,678 at 4% or $31,119 at 6%.
Stegall, Katz & Whitaker PC. 401K Profit Sharing Plan-11$1,294,145$41,077$3,734iApproximate average salary by contribution assumption: employee only about $93,357 at 4% or $62,238 at 6%; with 50% employer match about $62,238 at 4% or $41,492 at 6%; with 100% employer match about $46,678 at 4% or $31,119 at 6%.
2010111$1,269,852$36,490$3,317iApproximate average salary by contribution assumption: employee only about $82,932 at 4% or $55,288 at 6%; with 50% employer match about $55,288 at 4% or $36,859 at 6%; with 100% employer match about $41,466 at 4% or $27,644 at 6%.
Stegall, Katz & Whitaker PC. 401K Profit Sharing Plan-11$1,269,852$36,490$3,317iApproximate average salary by contribution assumption: employee only about $82,932 at 4% or $55,288 at 6%; with 50% employer match about $55,288 at 4% or $36,859 at 6%; with 100% employer match about $41,466 at 4% or $27,644 at 6%.
2009110$1,117,306$72,869$7,287iApproximate average salary by contribution assumption: employee only about $182,173 at 4% or $121,448 at 6%; with 50% employer match about $121,448 at 4% or $80,966 at 6%; with 100% employer match about $91,086 at 4% or $60,724 at 6%.
Stegall, Katz & Whitaker PC. 401K Profit Sharing Plan-10$1,117,306$72,869$7,287iApproximate average salary by contribution assumption: employee only about $182,173 at 4% or $121,448 at 6%; with 50% employer match about $121,448 at 4% or $80,966 at 6%; with 100% employer match about $91,086 at 4% or $60,724 at 6%.
2008110$0$0-
Stegall, Katz & Whitaker PC. 401K Profit Sharing Plan-10---
2007111$0$0-
Stegall, Katz & Whitaker PC. 401K Profit Sharing Plan-11---
2006114$1,111,755$82,182$5,870iApproximate average salary by contribution assumption: employee only about $146,754 at 4% or $97,836 at 6%; with 50% employer match about $97,836 at 4% or $65,224 at 6%; with 100% employer match about $73,377 at 4% or $48,918 at 6%.
Stegall, Katz & Whitaker PC. 401K Profit Sharing Plan-14$1,111,755$82,182$5,870iApproximate average salary by contribution assumption: employee only about $146,754 at 4% or $97,836 at 6%; with 50% employer match about $97,836 at 4% or $65,224 at 6%; with 100% employer match about $73,377 at 4% or $48,918 at 6%.
2005112$931,308$92,412$7,701iApproximate average salary by contribution assumption: employee only about $192,525 at 4% or $128,350 at 6%; with 50% employer match about $128,350 at 4% or $85,567 at 6%; with 100% employer match about $96,263 at 4% or $64,175 at 6%.
Stegall, Katz & Whitaker PC. 401K Profit Sharing Plan-12$931,308$92,412$7,701iApproximate average salary by contribution assumption: employee only about $192,525 at 4% or $128,350 at 6%; with 50% employer match about $128,350 at 4% or $85,567 at 6%; with 100% employer match about $96,263 at 4% or $64,175 at 6%.
2004113$782,938$64,301$4,946iApproximate average salary by contribution assumption: employee only about $123,656 at 4% or $82,437 at 6%; with 50% employer match about $82,437 at 4% or $54,958 at 6%; with 100% employer match about $61,828 at 4% or $41,219 at 6%.
Stegall, Katz & Whitaker PC. 401K Profit Sharing Plan-13$782,938$64,301$4,946iApproximate average salary by contribution assumption: employee only about $123,656 at 4% or $82,437 at 6%; with 50% employer match about $82,437 at 4% or $54,958 at 6%; with 100% employer match about $61,828 at 4% or $41,219 at 6%.
2003113$708,834$94,168$7,244iApproximate average salary by contribution assumption: employee only about $181,092 at 4% or $120,728 at 6%; with 50% employer match about $120,728 at 4% or $80,485 at 6%; with 100% employer match about $90,546 at 4% or $60,364 at 6%.
Stegall, Katz & Whitaker PC. 401K Profit Sharing Plan-13$708,834$94,168$7,244iApproximate average salary by contribution assumption: employee only about $181,092 at 4% or $120,728 at 6%; with 50% employer match about $120,728 at 4% or $80,485 at 6%; with 100% employer match about $90,546 at 4% or $60,364 at 6%.
2002113$542,647$71,049$5,465iApproximate average salary by contribution assumption: employee only about $136,633 at 4% or $91,088 at 6%; with 50% employer match about $91,088 at 4% or $60,726 at 6%; with 100% employer match about $68,316 at 4% or $45,544 at 6%.
Stegall, Katz & Whitaker PC. 401K Profit Sharing Plan-13$542,647$71,049$5,465iApproximate average salary by contribution assumption: employee only about $136,633 at 4% or $91,088 at 6%; with 50% employer match about $91,088 at 4% or $60,726 at 6%; with 100% employer match about $68,316 at 4% or $45,544 at 6%.
2001113$0$0-
Stegall, Katz & Whitaker PC. 401K Profit Sharing Plan-13---
2000112$0$0-
Stegall, Katz & Whitaker PC. 401K Profit Sharing Plan-12---
1999115$624,759$70,731$4,715iApproximate average salary by contribution assumption: employee only about $117,885 at 4% or $78,590 at 6%; with 50% employer match about $78,590 at 4% or $52,393 at 6%; with 100% employer match about $58,942 at 4% or $39,295 at 6%.
Stegall, Katz & Whitaker PC. 401K Profit Sharing Plan-15$624,759$70,731$4,715iApproximate average salary by contribution assumption: employee only about $117,885 at 4% or $78,590 at 6%; with 50% employer match about $78,590 at 4% or $52,393 at 6%; with 100% employer match about $58,942 at 4% or $39,295 at 6%.