Stonegate Investment Group LLC
Plan context: Stonegate Investment Group LLC 401(K) Plan
EIN 86-3675511 • Birmingham, AL • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$2,275,116
2025 Contributions
$534,780
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 | 12 | $2,275,116 | $534,780 | $44,565iApproximate average salary by contribution assumption: employee only about $1,114,125 at 4% or $742,750 at 6%; with 50% employer match about $742,750 at 4% or $495,167 at 6%; with 100% employer match about $557,063 at 4% or $371,375 at 6%. |
| Stonegate Investment Group LLC 401(K) Plan | - | 12 | $2,275,116 | $534,780 | $44,565iApproximate average salary by contribution assumption: employee only about $1,114,125 at 4% or $742,750 at 6%; with 50% employer match about $742,750 at 4% or $495,167 at 6%; with 100% employer match about $557,063 at 4% or $371,375 at 6%. |
| 2024 | 1 | 13 | $1,483,691 | $485,243 | $37,326iApproximate average salary by contribution assumption: employee only about $933,160 at 4% or $622,106 at 6%; with 50% employer match about $622,106 at 4% or $414,738 at 6%; with 100% employer match about $466,580 at 4% or $311,053 at 6%. |
| Stonegate Investment Group LLC 401(K) Plan | - | 13 | $1,483,691 | $485,243 | $37,326iApproximate average salary by contribution assumption: employee only about $933,160 at 4% or $622,106 at 6%; with 50% employer match about $622,106 at 4% or $414,738 at 6%; with 100% employer match about $466,580 at 4% or $311,053 at 6%. |
| 2023 | 1 | 13 | $819,841 | $516,620 | $39,740iApproximate average salary by contribution assumption: employee only about $993,500 at 4% or $662,333 at 6%; with 50% employer match about $662,333 at 4% or $441,556 at 6%; with 100% employer match about $496,750 at 4% or $331,167 at 6%. |
| Stonegate Investment Group LLC 401(K) Plan | - | 13 | $819,841 | $516,620 | $39,740iApproximate average salary by contribution assumption: employee only about $993,500 at 4% or $662,333 at 6%; with 50% employer match about $662,333 at 4% or $441,556 at 6%; with 100% employer match about $496,750 at 4% or $331,167 at 6%. |
| 2022 | 1 | 14 | $207,331 | $218,014 | $15,572iApproximate average salary by contribution assumption: employee only about $389,311 at 4% or $259,540 at 6%; with 50% employer match about $259,540 at 4% or $173,027 at 6%; with 100% employer match about $194,655 at 4% or $129,770 at 6%. |
| Stonegate Investment Group LLC 401(K) Plan | - | 14 | $207,331 | $218,014 | $15,572iApproximate average salary by contribution assumption: employee only about $389,311 at 4% or $259,540 at 6%; with 50% employer match about $259,540 at 4% or $173,027 at 6%; with 100% employer match about $194,655 at 4% or $129,770 at 6%. |
| 2021 | 1 | 0 | $0 | $0 | - |
| Stonegate Investment Group LLC 401(K) Plan | - | 0 | $0 | - | - |