STEVERSON & ASSOCIATES PA
Plan context: STEVERSON & ASSOCIATES PA 401K PLAN
EIN 87-3722141 • Chipley, FL • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$63,081
2025 Contributions
$20,121
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 | 7 | $63,081 | $20,121 | $2,874iApproximate average salary by contribution assumption: employee only about $71,861 at 4% or $47,907 at 6%; with 50% employer match about $47,907 at 4% or $31,938 at 6%; with 100% employer match about $35,930 at 4% or $23,954 at 6%. |
| STEVERSON & ASSOCIATES PA 401K PLAN | - | 7 | $63,081 | $20,121 | $2,874iApproximate average salary by contribution assumption: employee only about $71,861 at 4% or $47,907 at 6%; with 50% employer match about $47,907 at 4% or $31,938 at 6%; with 100% employer match about $35,930 at 4% or $23,954 at 6%. |
| 2024 | 1 | 5 | $34,488 | $8,827 | $1,765iApproximate average salary by contribution assumption: employee only about $44,135 at 4% or $29,423 at 6%; with 50% employer match about $29,423 at 4% or $19,616 at 6%; with 100% employer match about $22,068 at 4% or $14,712 at 6%. |
| STEVERSON & ASSOCIATES PA 401K PLAN | - | 5 | $34,488 | $8,827 | $1,765iApproximate average salary by contribution assumption: employee only about $44,135 at 4% or $29,423 at 6%; with 50% employer match about $29,423 at 4% or $19,616 at 6%; with 100% employer match about $22,068 at 4% or $14,712 at 6%. |
| 2023 | 1 | 2 | $22,649 | $11,723 | $5,862iApproximate average salary by contribution assumption: employee only about $146,538 at 4% or $97,692 at 6%; with 50% employer match about $97,692 at 4% or $65,128 at 6%; with 100% employer match about $73,269 at 4% or $48,846 at 6%. |
| STEVERSON & ASSOCIATES PA 401K PLAN | - | 2 | $22,649 | $11,723 | $5,862iApproximate average salary by contribution assumption: employee only about $146,538 at 4% or $97,692 at 6%; with 50% employer match about $97,692 at 4% or $65,128 at 6%; with 100% employer match about $73,269 at 4% or $48,846 at 6%. |
| 2022 | 1 | 2 | $8,005 | $7,756 | $3,878iApproximate average salary by contribution assumption: employee only about $96,950 at 4% or $64,633 at 6%; with 50% employer match about $64,633 at 4% or $43,089 at 6%; with 100% employer match about $48,475 at 4% or $32,317 at 6%. |
| STEVERSON & ASSOCIATES PA 401K PLAN | - | 2 | $8,005 | $7,756 | $3,878iApproximate average salary by contribution assumption: employee only about $96,950 at 4% or $64,633 at 6%; with 50% employer match about $64,633 at 4% or $43,089 at 6%; with 100% employer match about $48,475 at 4% or $32,317 at 6%. |