Stolz & Associates, P.S.
Plan context: Stolz & Associates, P.S. 401(K) Plan
EIN 91-2149184 • Tacoma, WA • 22 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,524,839
2024 Contributions
$84,925
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $1,524,839 | $84,925 | $16,985iApproximate average salary by contribution assumption: employee only about $424,625 at 4% or $283,083 at 6%; with 50% employer match about $283,083 at 4% or $188,722 at 6%; with 100% employer match about $212,313 at 4% or $141,542 at 6%. |
| Stolz & Associates, P.S. 401(K) Plan | - | 5 | $1,524,839 | $84,925 | $16,985iApproximate average salary by contribution assumption: employee only about $424,625 at 4% or $283,083 at 6%; with 50% employer match about $283,083 at 4% or $188,722 at 6%; with 100% employer match about $212,313 at 4% or $141,542 at 6%. |
| 2023 | 1 | 5 | $1,306,786 | $77,183 | $15,437iApproximate average salary by contribution assumption: employee only about $385,915 at 4% or $257,277 at 6%; with 50% employer match about $257,277 at 4% or $171,518 at 6%; with 100% employer match about $192,958 at 4% or $128,638 at 6%. |
| Stolz & Associates, P.S. 401(K) Plan | - | 5 | $1,306,786 | $77,183 | $15,437iApproximate average salary by contribution assumption: employee only about $385,915 at 4% or $257,277 at 6%; with 50% employer match about $257,277 at 4% or $171,518 at 6%; with 100% employer match about $192,958 at 4% or $128,638 at 6%. |
| 2022 | 1 | 4 | $1,068,823 | $76,572 | $19,143iApproximate average salary by contribution assumption: employee only about $478,575 at 4% or $319,050 at 6%; with 50% employer match about $319,050 at 4% or $212,700 at 6%; with 100% employer match about $239,288 at 4% or $159,525 at 6%. |
| Stolz & Associates, P.S. 401(K) Plan | - | 4 | $1,068,823 | $76,572 | $19,143iApproximate average salary by contribution assumption: employee only about $478,575 at 4% or $319,050 at 6%; with 50% employer match about $319,050 at 4% or $212,700 at 6%; with 100% employer match about $239,288 at 4% or $159,525 at 6%. |
| 2021 | 1 | 4 | $1,132,371 | $76,665 | $19,166iApproximate average salary by contribution assumption: employee only about $479,156 at 4% or $319,438 at 6%; with 50% employer match about $319,438 at 4% or $212,958 at 6%; with 100% employer match about $239,578 at 4% or $159,719 at 6%. |
| Stolz & Associates, P.S. 401(K) Plan | - | 4 | $1,132,371 | $76,665 | $19,166iApproximate average salary by contribution assumption: employee only about $479,156 at 4% or $319,438 at 6%; with 50% employer match about $319,438 at 4% or $212,958 at 6%; with 100% employer match about $239,578 at 4% or $159,719 at 6%. |
| 2020 | 1 | 4 | $896,134 | $75,020 | $18,755iApproximate average salary by contribution assumption: employee only about $468,875 at 4% or $312,583 at 6%; with 50% employer match about $312,583 at 4% or $208,389 at 6%; with 100% employer match about $234,438 at 4% or $156,292 at 6%. |
| Stolz & Associates, P.S. 401(K) Plan | - | 4 | $896,134 | $75,020 | $18,755iApproximate average salary by contribution assumption: employee only about $468,875 at 4% or $312,583 at 6%; with 50% employer match about $312,583 at 4% or $208,389 at 6%; with 100% employer match about $234,438 at 4% or $156,292 at 6%. |
| 2019 | 1 | 4 | $768,179 | $70,637 | $17,659iApproximate average salary by contribution assumption: employee only about $441,481 at 4% or $294,321 at 6%; with 50% employer match about $294,321 at 4% or $196,214 at 6%; with 100% employer match about $220,741 at 4% or $147,160 at 6%. |
| Stolz & Associates, P.S. 401(K) Plan | - | 4 | $768,179 | $70,637 | $17,659iApproximate average salary by contribution assumption: employee only about $441,481 at 4% or $294,321 at 6%; with 50% employer match about $294,321 at 4% or $196,214 at 6%; with 100% employer match about $220,741 at 4% or $147,160 at 6%. |
| 2018 | 1 | 3 | $577,017 | $69,909 | $23,303iApproximate average salary by contribution assumption: employee only about $582,575 at 4% or $388,383 at 6%; with 50% employer match about $388,383 at 4% or $258,922 at 6%; with 100% employer match about $291,288 at 4% or $194,192 at 6%. |
| Stolz & Associates, P.S. 401(K) Plan | - | 3 | $577,017 | $69,909 | $23,303iApproximate average salary by contribution assumption: employee only about $582,575 at 4% or $388,383 at 6%; with 50% employer match about $388,383 at 4% or $258,922 at 6%; with 100% employer match about $291,288 at 4% or $194,192 at 6%. |
| 2017 | 1 | 3 | $569,028 | $48,781 | $16,260iApproximate average salary by contribution assumption: employee only about $406,508 at 4% or $271,006 at 6%; with 50% employer match about $271,006 at 4% or $180,670 at 6%; with 100% employer match about $203,254 at 4% or $135,503 at 6%. |
| Stolz & Associates, P.S. 401(K) Plan | - | 3 | $569,028 | $48,781 | $16,260iApproximate average salary by contribution assumption: employee only about $406,508 at 4% or $271,006 at 6%; with 50% employer match about $271,006 at 4% or $180,670 at 6%; with 100% employer match about $203,254 at 4% or $135,503 at 6%. |
| 2016 | 1 | 0 | $440,023 | $62,451 | - |
| Stolz & Associates, P.S. 401(K) Plan | - | 0 | $440,023 | $62,451 | - |
| 2015 | 1 | 3 | $342,770 | $60,444 | $20,148iApproximate average salary by contribution assumption: employee only about $503,700 at 4% or $335,800 at 6%; with 50% employer match about $335,800 at 4% or $223,867 at 6%; with 100% employer match about $251,850 at 4% or $167,900 at 6%. |
| Stolz & Associates, P.S. 401(K) Plan | - | 3 | $342,770 | $60,444 | $20,148iApproximate average salary by contribution assumption: employee only about $503,700 at 4% or $335,800 at 6%; with 50% employer match about $335,800 at 4% or $223,867 at 6%; with 100% employer match about $251,850 at 4% or $167,900 at 6%. |
| 2014 | 1 | 3 | $326,819 | $56,730 | $18,910iApproximate average salary by contribution assumption: employee only about $472,750 at 4% or $315,167 at 6%; with 50% employer match about $315,167 at 4% or $210,111 at 6%; with 100% employer match about $236,375 at 4% or $157,583 at 6%. |
| Stolz & Associates, P.S. 401(K) Plan | - | 3 | $326,819 | $56,730 | $18,910iApproximate average salary by contribution assumption: employee only about $472,750 at 4% or $315,167 at 6%; with 50% employer match about $315,167 at 4% or $210,111 at 6%; with 100% employer match about $236,375 at 4% or $157,583 at 6%. |
| 2013 | 1 | 3 | $260,461 | $22,141 | $7,380iApproximate average salary by contribution assumption: employee only about $184,508 at 4% or $123,006 at 6%; with 50% employer match about $123,006 at 4% or $82,004 at 6%; with 100% employer match about $92,254 at 4% or $61,503 at 6%. |
| Stolz & Associates, P.S. 401(K) Plan | - | 3 | $260,461 | $22,141 | $7,380iApproximate average salary by contribution assumption: employee only about $184,508 at 4% or $123,006 at 6%; with 50% employer match about $123,006 at 4% or $82,004 at 6%; with 100% employer match about $92,254 at 4% or $61,503 at 6%. |
| 2012 | 1 | 3 | $207,026 | $21,515 | $7,172iApproximate average salary by contribution assumption: employee only about $179,292 at 4% or $119,528 at 6%; with 50% employer match about $119,528 at 4% or $79,685 at 6%; with 100% employer match about $89,646 at 4% or $59,764 at 6%. |
| Stolz & Associates, P.S. 401(K) Plan | - | 3 | $207,026 | $21,515 | $7,172iApproximate average salary by contribution assumption: employee only about $179,292 at 4% or $119,528 at 6%; with 50% employer match about $119,528 at 4% or $79,685 at 6%; with 100% employer match about $89,646 at 4% or $59,764 at 6%. |
| 2011 | 1 | 3 | $167,276 | $21,986 | $7,329iApproximate average salary by contribution assumption: employee only about $183,217 at 4% or $122,144 at 6%; with 50% employer match about $122,144 at 4% or $81,430 at 6%; with 100% employer match about $91,608 at 4% or $61,072 at 6%. |
| Stolz & Associates, P.S. 401(K) Plan | - | 3 | $167,276 | $21,986 | $7,329iApproximate average salary by contribution assumption: employee only about $183,217 at 4% or $122,144 at 6%; with 50% employer match about $122,144 at 4% or $81,430 at 6%; with 100% employer match about $91,608 at 4% or $61,072 at 6%. |
| 2010 | 1 | 3 | $146,551 | $18,337 | $6,112iApproximate average salary by contribution assumption: employee only about $152,808 at 4% or $101,872 at 6%; with 50% employer match about $101,872 at 4% or $67,915 at 6%; with 100% employer match about $76,404 at 4% or $50,936 at 6%. |
| Stolz & Associates, P.S. 401(K) Plan | - | 3 | $146,551 | $18,337 | $6,112iApproximate average salary by contribution assumption: employee only about $152,808 at 4% or $101,872 at 6%; with 50% employer match about $101,872 at 4% or $67,915 at 6%; with 100% employer match about $76,404 at 4% or $50,936 at 6%. |
| 2009 | 1 | 3 | $110,898 | $17,843 | $5,948iApproximate average salary by contribution assumption: employee only about $148,692 at 4% or $99,128 at 6%; with 50% employer match about $99,128 at 4% or $66,085 at 6%; with 100% employer match about $74,346 at 4% or $49,564 at 6%. |
| Stolz & Associates, P.S. 401(K) Plan | - | 3 | $110,898 | $17,843 | $5,948iApproximate average salary by contribution assumption: employee only about $148,692 at 4% or $99,128 at 6%; with 50% employer match about $99,128 at 4% or $66,085 at 6%; with 100% employer match about $74,346 at 4% or $49,564 at 6%. |
| 2008 | 1 | 3 | $94,487 | $32,571 | $10,857iApproximate average salary by contribution assumption: employee only about $271,425 at 4% or $180,950 at 6%; with 50% employer match about $180,950 at 4% or $120,633 at 6%; with 100% employer match about $135,713 at 4% or $90,475 at 6%. |
| Stolz & Associates, P.S. 401(K) Plan | - | 3 | $94,487 | $32,571 | $10,857iApproximate average salary by contribution assumption: employee only about $271,425 at 4% or $180,950 at 6%; with 50% employer match about $180,950 at 4% or $120,633 at 6%; with 100% employer match about $135,713 at 4% or $90,475 at 6%. |
| 2007 | 1 | 3 | $89,302 | $27,154 | $9,051iApproximate average salary by contribution assumption: employee only about $226,283 at 4% or $150,856 at 6%; with 50% employer match about $150,856 at 4% or $100,570 at 6%; with 100% employer match about $113,142 at 4% or $75,428 at 6%. |
| Stolz & Associates, P.S. 401(K) Plan | - | 3 | $89,302 | $27,154 | $9,051iApproximate average salary by contribution assumption: employee only about $226,283 at 4% or $150,856 at 6%; with 50% employer match about $150,856 at 4% or $100,570 at 6%; with 100% employer match about $113,142 at 4% or $75,428 at 6%. |
| 2006 | 1 | 2 | $122,112 | $13,479 | $6,740iApproximate average salary by contribution assumption: employee only about $168,488 at 4% or $112,325 at 6%; with 50% employer match about $112,325 at 4% or $74,883 at 6%; with 100% employer match about $84,244 at 4% or $56,163 at 6%. |
| Stolz & Associates, P.S. 401(K) Plan | - | 2 | $122,112 | $13,479 | $6,740iApproximate average salary by contribution assumption: employee only about $168,488 at 4% or $112,325 at 6%; with 50% employer match about $112,325 at 4% or $74,883 at 6%; with 100% employer match about $84,244 at 4% or $56,163 at 6%. |
| 2005 | 1 | 2 | $110,865 | $26,179 | $13,090iApproximate average salary by contribution assumption: employee only about $327,238 at 4% or $218,158 at 6%; with 50% employer match about $218,158 at 4% or $145,439 at 6%; with 100% employer match about $163,619 at 4% or $109,079 at 6%. |
| Stolz & Associates, P.S. 401(K) Plan | - | 2 | $110,865 | $26,179 | $13,090iApproximate average salary by contribution assumption: employee only about $327,238 at 4% or $218,158 at 6%; with 50% employer match about $218,158 at 4% or $145,439 at 6%; with 100% employer match about $163,619 at 4% or $109,079 at 6%. |
| 2004 | 1 | 3 | $80,892 | $30,178 | $10,059iApproximate average salary by contribution assumption: employee only about $251,483 at 4% or $167,656 at 6%; with 50% employer match about $167,656 at 4% or $111,770 at 6%; with 100% employer match about $125,742 at 4% or $83,828 at 6%. |
| Stolz & Associates, P.S. 401(K) Plan | - | 3 | $80,892 | $30,178 | $10,059iApproximate average salary by contribution assumption: employee only about $251,483 at 4% or $167,656 at 6%; with 50% employer match about $167,656 at 4% or $111,770 at 6%; with 100% employer match about $125,742 at 4% or $83,828 at 6%. |
| 2003 | 1 | 3 | $46,938 | $46,938 | $15,646iApproximate average salary by contribution assumption: employee only about $391,150 at 4% or $260,767 at 6%; with 50% employer match about $260,767 at 4% or $173,844 at 6%; with 100% employer match about $195,575 at 4% or $130,383 at 6%. |
| Stolz & Associates, P.S. 401(K) Plan | - | 3 | $46,938 | $46,938 | $15,646iApproximate average salary by contribution assumption: employee only about $391,150 at 4% or $260,767 at 6%; with 50% employer match about $260,767 at 4% or $173,844 at 6%; with 100% employer match about $195,575 at 4% or $130,383 at 6%. |