La Stevens & Associates
Plan context: L.A. Stevens & Associates Inc Corporate 401(K) Plan
EIN 94-3317231 • Novato, CA • 16 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$2,060,427
2024 Contributions
$132,191
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 | 12 | $2,060,427 | $132,191 | $11,016iApproximate average salary by contribution assumption: employee only about $275,398 at 4% or $183,599 at 6%; with 50% employer match about $183,599 at 4% or $122,399 at 6%; with 100% employer match about $137,699 at 4% or $91,799 at 6%. |
| L.A. Stevens & Associates Inc Corporate 401(K) Plan | - | 12 | $2,060,427 | $132,191 | $11,016iApproximate average salary by contribution assumption: employee only about $275,398 at 4% or $183,599 at 6%; with 50% employer match about $183,599 at 4% or $122,399 at 6%; with 100% employer match about $137,699 at 4% or $91,799 at 6%. |
| 2023 | 1 | 13 | $1,722,718 | $139,734 | $10,749iApproximate average salary by contribution assumption: employee only about $268,719 at 4% or $179,146 at 6%; with 50% employer match about $179,146 at 4% or $119,431 at 6%; with 100% employer match about $134,360 at 4% or $89,573 at 6%. |
| L.A. Stevens & Associates Inc Corporate 401(K) Plan | - | 13 | $1,722,718 | $139,734 | $10,749iApproximate average salary by contribution assumption: employee only about $268,719 at 4% or $179,146 at 6%; with 50% employer match about $179,146 at 4% or $119,431 at 6%; with 100% employer match about $134,360 at 4% or $89,573 at 6%. |
| 2022 | 1 | 12 | $1,574,927 | $153,026 | $12,752iApproximate average salary by contribution assumption: employee only about $318,804 at 4% or $212,536 at 6%; with 50% employer match about $212,536 at 4% or $141,691 at 6%; with 100% employer match about $159,402 at 4% or $106,268 at 6%. |
| L.A. Stevens & Associates Inc Corporate 401(K) Plan | - | 12 | $1,574,927 | $153,026 | $12,752iApproximate average salary by contribution assumption: employee only about $318,804 at 4% or $212,536 at 6%; with 50% employer match about $212,536 at 4% or $141,691 at 6%; with 100% employer match about $159,402 at 4% or $106,268 at 6%. |
| 2021 | 1 | 11 | $1,676,782 | $101,327 | $9,212iApproximate average salary by contribution assumption: employee only about $230,289 at 4% or $153,526 at 6%; with 50% employer match about $153,526 at 4% or $102,351 at 6%; with 100% employer match about $115,144 at 4% or $76,763 at 6%. |
| L.A. Stevens & Associates Inc Corporate 401(K) Plan | - | 11 | $1,676,782 | $101,327 | $9,212iApproximate average salary by contribution assumption: employee only about $230,289 at 4% or $153,526 at 6%; with 50% employer match about $153,526 at 4% or $102,351 at 6%; with 100% employer match about $115,144 at 4% or $76,763 at 6%. |
| 2020 | 1 | 10 | $1,373,477 | $84,632 | $8,463iApproximate average salary by contribution assumption: employee only about $211,580 at 4% or $141,053 at 6%; with 50% employer match about $141,053 at 4% or $94,036 at 6%; with 100% employer match about $105,790 at 4% or $70,527 at 6%. |
| L.A. Stevens & Associates Inc Corporate 401(K) Plan | - | 10 | $1,373,477 | $84,632 | $8,463iApproximate average salary by contribution assumption: employee only about $211,580 at 4% or $141,053 at 6%; with 50% employer match about $141,053 at 4% or $94,036 at 6%; with 100% employer match about $105,790 at 4% or $70,527 at 6%. |
| 2019 | 1 | 8 | $1,130,523 | $69,337 | $8,667iApproximate average salary by contribution assumption: employee only about $216,678 at 4% or $144,452 at 6%; with 50% employer match about $144,452 at 4% or $96,301 at 6%; with 100% employer match about $108,339 at 4% or $72,226 at 6%. |
| L.A. Stevens & Associates Inc Corporate 401(K) Plan | - | 8 | $1,130,523 | $69,337 | $8,667iApproximate average salary by contribution assumption: employee only about $216,678 at 4% or $144,452 at 6%; with 50% employer match about $144,452 at 4% or $96,301 at 6%; with 100% employer match about $108,339 at 4% or $72,226 at 6%. |
| 2018 | 1 | 8 | $919,783 | $74,131 | $9,266iApproximate average salary by contribution assumption: employee only about $231,659 at 4% or $154,440 at 6%; with 50% employer match about $154,440 at 4% or $102,960 at 6%; with 100% employer match about $115,830 at 4% or $77,220 at 6%. |
| L.A. Stevens & Associates Inc Corporate 401(K) Plan | - | 8 | $919,783 | $74,131 | $9,266iApproximate average salary by contribution assumption: employee only about $231,659 at 4% or $154,440 at 6%; with 50% employer match about $154,440 at 4% or $102,960 at 6%; with 100% employer match about $115,830 at 4% or $77,220 at 6%. |
| 2017 | 1 | 7 | $903,587 | $80,262 | $11,466iApproximate average salary by contribution assumption: employee only about $286,650 at 4% or $191,100 at 6%; with 50% employer match about $191,100 at 4% or $127,400 at 6%; with 100% employer match about $143,325 at 4% or $95,550 at 6%. |
| L.A. Stevens & Associates Inc Corporate 401(K) Plan | - | 7 | $903,587 | $80,262 | $11,466iApproximate average salary by contribution assumption: employee only about $286,650 at 4% or $191,100 at 6%; with 50% employer match about $191,100 at 4% or $127,400 at 6%; with 100% employer match about $143,325 at 4% or $95,550 at 6%. |
| 2016 | 1 | 6 | $700,400 | $56,405 | $9,401iApproximate average salary by contribution assumption: employee only about $235,021 at 4% or $156,681 at 6%; with 50% employer match about $156,681 at 4% or $104,454 at 6%; with 100% employer match about $117,510 at 4% or $78,340 at 6%. |
| L.A. Stevens & Associates Inc Corporate 401(K) Plan | - | 6 | $700,400 | $56,405 | $9,401iApproximate average salary by contribution assumption: employee only about $235,021 at 4% or $156,681 at 6%; with 50% employer match about $156,681 at 4% or $104,454 at 6%; with 100% employer match about $117,510 at 4% or $78,340 at 6%. |
| 2015 | 1 | 7 | $594,786 | $43,521 | $6,217iApproximate average salary by contribution assumption: employee only about $155,432 at 4% or $103,621 at 6%; with 50% employer match about $103,621 at 4% or $69,081 at 6%; with 100% employer match about $77,716 at 4% or $51,811 at 6%. |
| L.A. Stevens & Associates Inc Corporate 401(K) Plan | - | 7 | $594,786 | $43,521 | $6,217iApproximate average salary by contribution assumption: employee only about $155,432 at 4% or $103,621 at 6%; with 50% employer match about $103,621 at 4% or $69,081 at 6%; with 100% employer match about $77,716 at 4% or $51,811 at 6%. |
| 2014 | 1 | 6 | $558,790 | $24,803 | $4,134iApproximate average salary by contribution assumption: employee only about $103,346 at 4% or $68,897 at 6%; with 50% employer match about $68,897 at 4% or $45,931 at 6%; with 100% employer match about $51,673 at 4% or $34,449 at 6%. |
| L.A. Stevens & Associates Inc Corporate 401(K) Plan | - | 6 | $558,790 | $24,803 | $4,134iApproximate average salary by contribution assumption: employee only about $103,346 at 4% or $68,897 at 6%; with 50% employer match about $68,897 at 4% or $45,931 at 6%; with 100% employer match about $51,673 at 4% or $34,449 at 6%. |
| 2013 | 1 | 6 | $514,361 | $62,148 | $10,358iApproximate average salary by contribution assumption: employee only about $258,950 at 4% or $172,633 at 6%; with 50% employer match about $172,633 at 4% or $115,089 at 6%; with 100% employer match about $129,475 at 4% or $86,317 at 6%. |
| L.A. Stevens & Associates Inc Corporate 401(K) Plan | - | 6 | $514,361 | $62,148 | $10,358iApproximate average salary by contribution assumption: employee only about $258,950 at 4% or $172,633 at 6%; with 50% employer match about $172,633 at 4% or $115,089 at 6%; with 100% employer match about $129,475 at 4% or $86,317 at 6%. |
| 2012 | 1 | 6 | $372,824 | $4,521 | $754iApproximate average salary by contribution assumption: employee only about $18,838 at 4% or $12,558 at 6%; with 50% employer match about $12,558 at 4% or $8,372 at 6%; with 100% employer match about $9,419 at 4% or $6,279 at 6%. |
| L.A. Stevens & Associates Inc Corporate 401(K) Plan | - | 6 | $372,824 | $4,521 | $754iApproximate average salary by contribution assumption: employee only about $18,838 at 4% or $12,558 at 6%; with 50% employer match about $12,558 at 4% or $8,372 at 6%; with 100% employer match about $9,419 at 4% or $6,279 at 6%. |
| 2011 | 1 | 6 | $328,380 | $30,164 | $5,027iApproximate average salary by contribution assumption: employee only about $125,683 at 4% or $83,789 at 6%; with 50% employer match about $83,789 at 4% or $55,859 at 6%; with 100% employer match about $62,842 at 4% or $41,894 at 6%. |
| L.A. Stevens & Associates Inc Corporate 401(K) Plan | - | 6 | $328,380 | $30,164 | $5,027iApproximate average salary by contribution assumption: employee only about $125,683 at 4% or $83,789 at 6%; with 50% employer match about $83,789 at 4% or $55,859 at 6%; with 100% employer match about $62,842 at 4% or $41,894 at 6%. |
| 2010 | 1 | 6 | $304,257 | $9,851 | $1,642iApproximate average salary by contribution assumption: employee only about $41,046 at 4% or $27,364 at 6%; with 50% employer match about $27,364 at 4% or $18,243 at 6%; with 100% employer match about $20,523 at 4% or $13,682 at 6%. |
| L.A. Stevens & Associates Inc Corporate 401(K) Plan | - | 6 | $304,257 | $9,851 | $1,642iApproximate average salary by contribution assumption: employee only about $41,046 at 4% or $27,364 at 6%; with 50% employer match about $27,364 at 4% or $18,243 at 6%; with 100% employer match about $20,523 at 4% or $13,682 at 6%. |
| 2009 | 1 | 6 | $259,068 | $190,338 | $31,723iApproximate average salary by contribution assumption: employee only about $793,075 at 4% or $528,717 at 6%; with 50% employer match about $528,717 at 4% or $352,478 at 6%; with 100% employer match about $396,538 at 4% or $264,358 at 6%. |
| L.A. Stevens & Associates Inc Corporate 401(K) Plan | - | 6 | $259,068 | $190,338 | $31,723iApproximate average salary by contribution assumption: employee only about $793,075 at 4% or $528,717 at 6%; with 50% employer match about $528,717 at 4% or $352,478 at 6%; with 100% employer match about $396,538 at 4% or $264,358 at 6%. |