Civic Intelligence

Stone & Youngberg LLC

Plan context: Stone & Youngberg Profit Sharing Plan

EIN 94-1052545 • 20 filings • 4 plans

Current Snapshot

Latest Year

2011

2011 Participants

220

2011 Assets

$37,010,078

2011 Contributions

$2,347,887

Historical Graphs

Total Assets Over Time

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

$37,302,973$18,651,487$0199920022003YearValue
$37,010,078Latest year 2003

Participants Over Time

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

2421210199920052010YearValue
220Latest year 2010

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
201110$0$0-
Stone & Youngberg LLC Group Insurance Plan-0---
20101220$0$0-
Stone & Youngberg LLC Group Insurance Plan-220---
20091187$0$0-
Stone & Youngberg LLC Group Insurance Plan-187---
20081192$0$0-
Stone & Youngberg LLC Group Insurance Plan-192---
20071213$0$0-
Stone & Youngberg LLC Group Insurance Plan-213---
20061213$0$0-
Stone & Youngberg LLC Group Insurance Plan-213---
20051242$0$0-
Stone & Youngberg LLC Group Insurance Plan-242---
20041227$0$0-
Stone & Youngberg LLC Group Insurance Plan-227---
20032216$37,010,078$2,347,887$10,870iApproximate average salary by contribution assumption: employee only about $271,746 at 4% or $181,164 at 6%; with 50% employer match about $181,164 at 4% or $120,776 at 6%; with 100% employer match about $135,873 at 4% or $90,582 at 6%.
Stone & Youngberg Profit Sharing Plan-216$37,010,078$2,347,887$10,870iApproximate average salary by contribution assumption: employee only about $271,746 at 4% or $181,164 at 6%; with 50% employer match about $181,164 at 4% or $120,776 at 6%; with 100% employer match about $135,873 at 4% or $90,582 at 6%.
Stone & Youngberg LLC Group Insurance Plan-214---
20022195$29,209,783$2,048,368$10,504iApproximate average salary by contribution assumption: employee only about $262,611 at 4% or $175,074 at 6%; with 50% employer match about $175,074 at 4% or $116,716 at 6%; with 100% employer match about $131,306 at 4% or $87,537 at 6%.
Stone & Youngberg Profit Sharing Plan-161$29,209,783$2,048,368$12,723iApproximate average salary by contribution assumption: employee only about $318,070 at 4% or $212,046 at 6%; with 50% employer match about $212,046 at 4% or $141,364 at 6%; with 100% employer match about $159,035 at 4% or $106,023 at 6%.
Stone & Youngberg LLC Group Insurance Plan-195---
20013150$0$0-
Stone & Youngberg 401K Plan-0---
Stone & Youngberg Profit Sharing Plan-118---
Stone & Youngberg LLC Group Insurance Plan-150---
20003104$0$0-
Stone & Youngberg 401K Plan-29---
Stone & Youngberg Profit Sharing Plan-77---
Stone & Youngberg LLC Group Insurance Plan-104---
1999278$37,302,973$1,183,770$15,177iApproximate average salary by contribution assumption: employee only about $379,413 at 4% or $252,942 at 6%; with 50% employer match about $252,942 at 4% or $168,628 at 6%; with 100% employer match about $189,707 at 4% or $126,471 at 6%.
Stone & Youngberg Profit Sharing Plan-78$35,881,912$976,734$12,522iApproximate average salary by contribution assumption: employee only about $313,056 at 4% or $208,704 at 6%; with 50% employer match about $208,704 at 4% or $139,136 at 6%; with 100% employer match about $156,528 at 4% or $104,352 at 6%.
Stone & Youngberg 401K Plan-30$1,421,061$207,036$6,901iApproximate average salary by contribution assumption: employee only about $172,530 at 4% or $115,020 at 6%; with 50% employer match about $115,020 at 4% or $76,680 at 6%; with 100% employer match about $86,265 at 4% or $57,510 at 6%.
Stone & Youngberg LLC | EIN 94-1052545 | 2011 Form 5500 Company Profile