Robert Stewart & Assocs PC.
Plan context: Robert Stewart & Assocs PC.
EIN 86-0864935 • Paradise Valley, AZ • 20 filings • 4 plans
Current Snapshot
Latest Year
2020
2020 Participants
2
2020 Assets
$569,399
2020 Contributions
$24,000
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 | 0 | $0 | $24,000 | - |
| Robert Stewart & Assocs PC. | - | 0 | $0 | $24,000 | - |
| 2019 | 1 | 2 | $569,399 | $0 | - |
| Robert Stewart & Assocs PC. | - | 2 | $569,399 | $0 | - |
| 2018 | 1 | 3 | $500,673 | $0 | - |
| Robert Stewart & Assocs PC. | - | 3 | $500,673 | $0 | - |
| 2017 | 1 | 4 | $559,371 | $0 | - |
| Robert Stewart & Assocs PC. | - | 4 | $559,371 | $0 | - |
| 2016 | 1 | 4 | $484,133 | $1,800 | $450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%. |
| Robert Stewart & Assocs PC. | - | 4 | $484,133 | $1,800 | $450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%. |
| 2015 | 1 | 3 | $462,442 | $0 | - |
| Robert Stewart & Assocs PC. | - | 3 | $462,442 | - | - |
| 2014 | 1 | 4 | $471,890 | $7,200 | $1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%. |
| Robert Stewart & Assocs PC. | - | 4 | $471,890 | $7,200 | $1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%. |
| 2013 | 1 | 3 | $442,694 | $0 | - |
| Robert Stewart & Assocs PC. | - | 3 | $442,694 | - | - |
| 2012 | 1 | 3 | $399,437 | $3,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| Robert Stewart & Assocs PC. | - | 3 | $399,437 | $3,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| 2011 | 1 | 3 | $473,094 | $3,500 | $1,167iApproximate average salary by contribution assumption: employee only about $29,167 at 4% or $19,444 at 6%; with 50% employer match about $19,444 at 4% or $12,963 at 6%; with 100% employer match about $14,583 at 4% or $9,722 at 6%. |
| Robert Stewart & Assocs PC. | - | 3 | $473,094 | $3,500 | $1,167iApproximate average salary by contribution assumption: employee only about $29,167 at 4% or $19,444 at 6%; with 50% employer match about $19,444 at 4% or $12,963 at 6%; with 100% employer match about $14,583 at 4% or $9,722 at 6%. |
| 2010 | 1 | 4 | $516,584 | $4,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| Robert Stewart & Assocs PC. | - | 4 | $516,584 | $4,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| 2008 | 1 | 4 | $435,966 | $34,000 | $8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%. |
| Robert Stewart & Assocs PC. | - | 4 | $435,966 | $34,000 | $8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Robert Stewart & Assocs PC. | - | 4 | - | - | - |
| 2006 | 1 | 4 | $742,641 | $84,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| Robert Stewart & Assocs PC. | - | 4 | $742,641 | $84,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| 2005 | 1 | 3 | $466,263 | $84,000 | $28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%. |
| Robert Stewart & Assocs PC. | - | 3 | $466,263 | $84,000 | $28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%. |
| 2004 | 1 | 3 | $358,126 | $88,000 | $29,333iApproximate average salary by contribution assumption: employee only about $733,333 at 4% or $488,889 at 6%; with 50% employer match about $488,889 at 4% or $325,926 at 6%; with 100% employer match about $366,667 at 4% or $244,444 at 6%. |
| Robert Stewart & Assocs PC. | - | 3 | $358,126 | $88,000 | $29,333iApproximate average salary by contribution assumption: employee only about $733,333 at 4% or $488,889 at 6%; with 50% employer match about $488,889 at 4% or $325,926 at 6%; with 100% employer match about $366,667 at 4% or $244,444 at 6%. |
| 2003 | 1 | 3 | $293,921 | $84,000 | $28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%. |
| Robert Stewart & Assocs PC. | - | 3 | $293,921 | $84,000 | $28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%. |
| 2002 | 1 | 2 | $174,451 | $80,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Robert Stewart & Assocs PC. | - | 2 | $174,451 | $80,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Robert Stewart & Assocs PC. | - | 2 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| Robert Stewart & Assocs PC. | - | 2 | - | - | - |