Civic Intelligence

David Stoller

Plan context: Stoller Group 401(K) Plan

EIN 92-3801188 • Rochester, NY • 2 filings • 1 plans

765 Jefferson Rd Ste 310Rochester, NY 14623-3287
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$542,898

2025 Contributions

$120,819

Historical Graphs

Total Assets Over Time

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

$542,898$271,449$020242025YearValue
$542,898Latest year 2025

Participants Over Time

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

21020242025YearValue
2Latest year 2025

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
202512$542,898$120,819$60,410iApproximate average salary by contribution assumption: employee only about $1,510,238 at 4% or $1,006,825 at 6%; with 50% employer match about $1,006,825 at 4% or $671,217 at 6%; with 100% employer match about $755,119 at 4% or $503,413 at 6%.
Stoller Group 401(K) Plan-2$542,898$120,819$60,410iApproximate average salary by contribution assumption: employee only about $1,510,238 at 4% or $1,006,825 at 6%; with 50% employer match about $1,006,825 at 4% or $671,217 at 6%; with 100% employer match about $755,119 at 4% or $503,413 at 6%.
202412$291,582$292,745$146,373iApproximate average salary by contribution assumption: employee only about $3,659,313 at 4% or $2,439,542 at 6%; with 50% employer match about $2,439,542 at 4% or $1,626,361 at 6%; with 100% employer match about $1,829,656 at 4% or $1,219,771 at 6%.
Stoller Group 401(K) Plan-2$291,582$292,745$146,373iApproximate average salary by contribution assumption: employee only about $3,659,313 at 4% or $2,439,542 at 6%; with 50% employer match about $2,439,542 at 4% or $1,626,361 at 6%; with 100% employer match about $1,829,656 at 4% or $1,219,771 at 6%.