Civic Intelligence

Stewart and Patten Co LLC

Plan context: Stewart and Patten Co LLC Keogh Profit Sharing Plan

EIN 94-1611234 • Lafayette, CA • 25 filings • 4 plans

3675 Mt. Diablo BlvdSuite 340Lafayette, CA 94549
Current Snapshot

Latest Year

2023

2023 Participants

7

2023 Assets

$6,053,135

2023 Contributions

$134,733

Historical Graphs

Total Assets Over Time

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

$6,652,778$3,326,389$0199920122022YearValue
$6,053,135Latest year 2022

Participants Over Time

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

950199920112022YearValue
7Latest year 2022

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
202310$0$134,733-
Stewart and Patten Co LLC Keogh Profit Sharing Plan-0$0$134,733-
202217$6,053,135$275,404$39,343iApproximate average salary by contribution assumption: employee only about $983,586 at 4% or $655,724 at 6%; with 50% employer match about $655,724 at 4% or $437,149 at 6%; with 100% employer match about $491,793 at 4% or $327,862 at 6%.
Stewart and Patten Co LLC Keogh Profit Sharing Plan-7$6,053,135$275,404$39,343iApproximate average salary by contribution assumption: employee only about $983,586 at 4% or $655,724 at 6%; with 50% employer match about $655,724 at 4% or $437,149 at 6%; with 100% employer match about $491,793 at 4% or $327,862 at 6%.
202117$6,652,778$269,512$38,502iApproximate average salary by contribution assumption: employee only about $962,543 at 4% or $641,695 at 6%; with 50% employer match about $641,695 at 4% or $427,797 at 6%; with 100% employer match about $481,271 at 4% or $320,848 at 6%.
Stewart and Patten Co LLC Keogh Profit Sharing Plan-7$6,652,778$269,512$38,502iApproximate average salary by contribution assumption: employee only about $962,543 at 4% or $641,695 at 6%; with 50% employer match about $641,695 at 4% or $427,797 at 6%; with 100% employer match about $481,271 at 4% or $320,848 at 6%.
202017$5,383,553$260,578$37,225iApproximate average salary by contribution assumption: employee only about $930,636 at 4% or $620,424 at 6%; with 50% employer match about $620,424 at 4% or $413,616 at 6%; with 100% employer match about $465,318 at 4% or $310,212 at 6%.
Stewart and Patten Co LLC Keogh Profit Sharing Plan-7$5,383,553$260,578$37,225iApproximate average salary by contribution assumption: employee only about $930,636 at 4% or $620,424 at 6%; with 50% employer match about $620,424 at 4% or $413,616 at 6%; with 100% employer match about $465,318 at 4% or $310,212 at 6%.
201917$4,613,625$250,516$35,788iApproximate average salary by contribution assumption: employee only about $894,700 at 4% or $596,467 at 6%; with 50% employer match about $596,467 at 4% or $397,644 at 6%; with 100% employer match about $447,350 at 4% or $298,233 at 6%.
Stewart and Patten Co LLC Keogh Profit Sharing Plan-7$4,613,625$250,516$35,788iApproximate average salary by contribution assumption: employee only about $894,700 at 4% or $596,467 at 6%; with 50% employer match about $596,467 at 4% or $397,644 at 6%; with 100% employer match about $447,350 at 4% or $298,233 at 6%.
201818$4,722,025$281,030$35,129iApproximate average salary by contribution assumption: employee only about $878,219 at 4% or $585,479 at 6%; with 50% employer match about $585,479 at 4% or $390,319 at 6%; with 100% employer match about $439,109 at 4% or $292,740 at 6%.
Stewart and Patten Co LLC Keogh Profit Sharing Plan-8$4,722,025$281,030$35,129iApproximate average salary by contribution assumption: employee only about $878,219 at 4% or $585,479 at 6%; with 50% employer match about $585,479 at 4% or $390,319 at 6%; with 100% employer match about $439,109 at 4% or $292,740 at 6%.
201719$5,212,332$273,785$30,421iApproximate average salary by contribution assumption: employee only about $760,514 at 4% or $507,009 at 6%; with 50% employer match about $507,009 at 4% or $338,006 at 6%; with 100% employer match about $380,257 at 4% or $253,505 at 6%.
Stewart and Patten Co LLC Keogh Profit Sharing Plan-9$5,212,332$273,785$30,421iApproximate average salary by contribution assumption: employee only about $760,514 at 4% or $507,009 at 6%; with 50% employer match about $507,009 at 4% or $338,006 at 6%; with 100% employer match about $380,257 at 4% or $253,505 at 6%.
201619$4,654,487$282,397$31,377iApproximate average salary by contribution assumption: employee only about $784,436 at 4% or $522,957 at 6%; with 50% employer match about $522,957 at 4% or $348,638 at 6%; with 100% employer match about $392,218 at 4% or $261,479 at 6%.
Stewart and Patten Co LLC Keogh Profit Sharing Plan-9$4,654,487$282,397$31,377iApproximate average salary by contribution assumption: employee only about $784,436 at 4% or $522,957 at 6%; with 50% employer match about $522,957 at 4% or $348,638 at 6%; with 100% employer match about $392,218 at 4% or $261,479 at 6%.
201518$4,104,916$275,352$34,419iApproximate average salary by contribution assumption: employee only about $860,475 at 4% or $573,650 at 6%; with 50% employer match about $573,650 at 4% or $382,433 at 6%; with 100% employer match about $430,238 at 4% or $286,825 at 6%.
Stewart and Patten Co LLC Keogh Profit Sharing Plan-8$4,104,916$275,352$34,419iApproximate average salary by contribution assumption: employee only about $860,475 at 4% or $573,650 at 6%; with 50% employer match about $573,650 at 4% or $382,433 at 6%; with 100% employer match about $430,238 at 4% or $286,825 at 6%.
201419$3,930,665$333,716$37,080iApproximate average salary by contribution assumption: employee only about $926,989 at 4% or $617,993 at 6%; with 50% employer match about $617,993 at 4% or $411,995 at 6%; with 100% employer match about $463,494 at 4% or $308,996 at 6%.
Stewart and Patten Co LLC Keogh Profit Sharing Plan-9$3,930,665$333,716$37,080iApproximate average salary by contribution assumption: employee only about $926,989 at 4% or $617,993 at 6%; with 50% employer match about $617,993 at 4% or $411,995 at 6%; with 100% employer match about $463,494 at 4% or $308,996 at 6%.
201318$3,571,540$215,878$26,985iApproximate average salary by contribution assumption: employee only about $674,619 at 4% or $449,746 at 6%; with 50% employer match about $449,746 at 4% or $299,831 at 6%; with 100% employer match about $337,309 at 4% or $224,873 at 6%.
Stewart and Patten Co LLC Keogh Profit Sharing Plan-8$3,571,540$215,878$26,985iApproximate average salary by contribution assumption: employee only about $674,619 at 4% or $449,746 at 6%; with 50% employer match about $449,746 at 4% or $299,831 at 6%; with 100% employer match about $337,309 at 4% or $224,873 at 6%.
201218$3,521,557$255,440$31,930iApproximate average salary by contribution assumption: employee only about $798,250 at 4% or $532,167 at 6%; with 50% employer match about $532,167 at 4% or $354,778 at 6%; with 100% employer match about $399,125 at 4% or $266,083 at 6%.
Stewart and Patten Co LLC Keogh Profit Sharing Plan-8$3,521,557$255,440$31,930iApproximate average salary by contribution assumption: employee only about $798,250 at 4% or $532,167 at 6%; with 50% employer match about $532,167 at 4% or $354,778 at 6%; with 100% employer match about $399,125 at 4% or $266,083 at 6%.
201117$3,091,913$284,964$40,709iApproximate average salary by contribution assumption: employee only about $1,017,729 at 4% or $678,486 at 6%; with 50% employer match about $678,486 at 4% or $452,324 at 6%; with 100% employer match about $508,864 at 4% or $339,243 at 6%.
Stewart and Patten Co LLC Keogh Profit Sharing Plan-7$3,091,913$284,964$40,709iApproximate average salary by contribution assumption: employee only about $1,017,729 at 4% or $678,486 at 6%; with 50% employer match about $678,486 at 4% or $452,324 at 6%; with 100% employer match about $508,864 at 4% or $339,243 at 6%.
201018$3,689,872$288,903$36,113iApproximate average salary by contribution assumption: employee only about $902,822 at 4% or $601,881 at 6%; with 50% employer match about $601,881 at 4% or $401,254 at 6%; with 100% employer match about $451,411 at 4% or $300,941 at 6%.
Stewart and Patten Co LLC Keogh Profit Sharing Plan-8$3,689,872$288,903$36,113iApproximate average salary by contribution assumption: employee only about $902,822 at 4% or $601,881 at 6%; with 50% employer match about $601,881 at 4% or $401,254 at 6%; with 100% employer match about $451,411 at 4% or $300,941 at 6%.
200918$3,132,729$284,723$35,590iApproximate average salary by contribution assumption: employee only about $889,759 at 4% or $593,173 at 6%; with 50% employer match about $593,173 at 4% or $395,449 at 6%; with 100% employer match about $444,880 at 4% or $296,586 at 6%.
Stewart and Patten Co LLC Keogh Profit Sharing Plan-8$3,132,729$284,723$35,590iApproximate average salary by contribution assumption: employee only about $889,759 at 4% or $593,173 at 6%; with 50% employer match about $593,173 at 4% or $395,449 at 6%; with 100% employer match about $444,880 at 4% or $296,586 at 6%.
200818$2,590,345$254,399$31,800iApproximate average salary by contribution assumption: employee only about $794,997 at 4% or $529,998 at 6%; with 50% employer match about $529,998 at 4% or $353,332 at 6%; with 100% employer match about $397,498 at 4% or $264,999 at 6%.
Stewart and Patten Co LLC Keogh Profit Sharing Plan-8$2,590,345$254,399$31,800iApproximate average salary by contribution assumption: employee only about $794,997 at 4% or $529,998 at 6%; with 50% employer match about $529,998 at 4% or $353,332 at 6%; with 100% employer match about $397,498 at 4% or $264,999 at 6%.
200717$0$0-
Stewart and Patten Co LLC Keogh Profit Sharing Plan-7---
200617$2,221,539$287,183$41,026iApproximate average salary by contribution assumption: employee only about $1,025,654 at 4% or $683,769 at 6%; with 50% employer match about $683,769 at 4% or $455,846 at 6%; with 100% employer match about $512,827 at 4% or $341,885 at 6%.
Stewart and Patten Co LLC Keogh Profit Sharing Plan-7$2,221,539$287,183$41,026iApproximate average salary by contribution assumption: employee only about $1,025,654 at 4% or $683,769 at 6%; with 50% employer match about $683,769 at 4% or $455,846 at 6%; with 100% employer match about $512,827 at 4% or $341,885 at 6%.
200517$1,708,368$166,110$23,730iApproximate average salary by contribution assumption: employee only about $593,250 at 4% or $395,500 at 6%; with 50% employer match about $395,500 at 4% or $263,667 at 6%; with 100% employer match about $296,625 at 4% or $197,750 at 6%.
Stewart and Patten Co LLC Keogh Profit Sharing Plan-7$1,708,368$166,110$23,730iApproximate average salary by contribution assumption: employee only about $593,250 at 4% or $395,500 at 6%; with 50% employer match about $395,500 at 4% or $263,667 at 6%; with 100% employer match about $296,625 at 4% or $197,750 at 6%.
200417$1,488,762$157,290$22,470iApproximate average salary by contribution assumption: employee only about $561,750 at 4% or $374,500 at 6%; with 50% employer match about $374,500 at 4% or $249,667 at 6%; with 100% employer match about $280,875 at 4% or $187,250 at 6%.
Stewart and Patten Co LLC Keogh Profit Sharing Plan-7$1,488,762$157,290$22,470iApproximate average salary by contribution assumption: employee only about $561,750 at 4% or $374,500 at 6%; with 50% employer match about $374,500 at 4% or $249,667 at 6%; with 100% employer match about $280,875 at 4% or $187,250 at 6%.
200317$1,261,574$146,550$20,936iApproximate average salary by contribution assumption: employee only about $523,393 at 4% or $348,929 at 6%; with 50% employer match about $348,929 at 4% or $232,619 at 6%; with 100% employer match about $261,696 at 4% or $174,464 at 6%.
Stewart and Patten Co LLC Keogh Profit Sharing Plan-7$1,261,574$146,550$20,936iApproximate average salary by contribution assumption: employee only about $523,393 at 4% or $348,929 at 6%; with 50% employer match about $348,929 at 4% or $232,619 at 6%; with 100% employer match about $261,696 at 4% or $174,464 at 6%.
200217$937,952$168,452$24,065iApproximate average salary by contribution assumption: employee only about $601,614 at 4% or $401,076 at 6%; with 50% employer match about $401,076 at 4% or $267,384 at 6%; with 100% employer match about $300,807 at 4% or $200,538 at 6%.
Stewart and Patten Co LLC Keogh Profit Sharing Plan-7$937,952$168,452$24,065iApproximate average salary by contribution assumption: employee only about $601,614 at 4% or $401,076 at 6%; with 50% employer match about $401,076 at 4% or $267,384 at 6%; with 100% employer match about $300,807 at 4% or $200,538 at 6%.
200117$0$0-
Stewart and Patten Co LLC Keogh Profit Sharing Plan-7---
200019$880,590$71,199$7,911iApproximate average salary by contribution assumption: employee only about $197,775 at 4% or $131,850 at 6%; with 50% employer match about $131,850 at 4% or $87,900 at 6%; with 100% employer match about $98,888 at 4% or $65,925 at 6%.
Stewart and Patten Co LLC Keogh Profit Sharing Plan-9$880,590$71,199$7,911iApproximate average salary by contribution assumption: employee only about $197,775 at 4% or $131,850 at 6%; with 50% employer match about $131,850 at 4% or $87,900 at 6%; with 100% employer match about $98,888 at 4% or $65,925 at 6%.
199918$987,273$72,030$9,004iApproximate average salary by contribution assumption: employee only about $225,094 at 4% or $150,063 at 6%; with 50% employer match about $150,063 at 4% or $100,042 at 6%; with 100% employer match about $112,547 at 4% or $75,031 at 6%.
Stewart and Patten Co LLC Keogh Profit Sharing Plan-8$987,273$72,030$9,004iApproximate average salary by contribution assumption: employee only about $225,094 at 4% or $150,063 at 6%; with 50% employer match about $150,063 at 4% or $100,042 at 6%; with 100% employer match about $112,547 at 4% or $75,031 at 6%.