Civic Intelligence

Nathan Stone Insurance Agency Inc. Stone, Harris and Stone

Plan context: Stone Harris & Stone Defined Benefit Pension Plan

EIN 95-1698829 • Woodland Hills, CA • 22 filings • 5 plans

21051 Warner Center Lane Suite 210Woodland Hills, CA 91367
Current Snapshot

Latest Year

2010

2010 Participants

1

2010 Assets

$78,572

2010 Contributions

$205,261

Historical Graphs

Total Assets Over Time

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

$1,316,984$658,492$0199920052009YearValue
$78,572Latest year 2009

Participants Over Time

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

178890199920042009YearValue
1Latest year 2009

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
201020$0$0-
Stone, Harris and Stone Retirement Savings Plan-0$0$0-
Stone Harris & Stone Defined Benefit Pension Plan-0---
200921$78,572$0-
Stone Harris & Stone Defined Benefit Pension Plan-0$78,220--
Stone, Harris and Stone Retirement Savings Plan-1$352--
200820$446,460$205,261-
Stone Harris & Stone Defined Benefit Pension Plan-0$446,460$205,261-
Stone, Harris and Stone Retirement Savings Plan-0---
2007212$0$0-
Stone, Harris and Stone Retirement Savings Plan-12---
Stone Harris & Stone Defined Benefit Pension Plan-12---
2006211$1,316,984$165,833$15,076iApproximate average salary by contribution assumption: employee only about $376,893 at 4% or $251,262 at 6%; with 50% employer match about $251,262 at 4% or $167,508 at 6%; with 100% employer match about $188,447 at 4% or $125,631 at 6%.
Stone, Harris and Stone Retirement Savings Plan-11$1,038,908$165,833$15,076iApproximate average salary by contribution assumption: employee only about $376,893 at 4% or $251,262 at 6%; with 50% employer match about $251,262 at 4% or $167,508 at 6%; with 100% employer match about $188,447 at 4% or $125,631 at 6%.
Stone Harris & Stone Defined Benefit Pension Plan-11$278,076--
20052178$788,128$265,970$1,494iApproximate average salary by contribution assumption: employee only about $37,355 at 4% or $24,904 at 6%; with 50% employer match about $24,904 at 4% or $16,602 at 6%; with 100% employer match about $18,678 at 4% or $12,452 at 6%.
Stone, Harris and Stone Retirement Savings Plan-178$788,128$143,114$804iApproximate average salary by contribution assumption: employee only about $20,100 at 4% or $13,400 at 6%; with 50% employer match about $13,400 at 4% or $8,933 at 6%; with 100% employer match about $10,050 at 4% or $6,700 at 6%.
Stone Harris & Stone Defined Benefit Pension Plan-13-$122,856$9,450iApproximate average salary by contribution assumption: employee only about $236,262 at 4% or $157,508 at 6%; with 50% employer match about $157,508 at 4% or $105,005 at 6%; with 100% employer match about $118,131 at 4% or $78,754 at 6%.
2004212$715,848$171,949$14,329iApproximate average salary by contribution assumption: employee only about $358,227 at 4% or $238,818 at 6%; with 50% employer match about $238,818 at 4% or $159,212 at 6%; with 100% employer match about $179,114 at 4% or $119,409 at 6%.
Stone, Harris and Stone Retirement Savings Plan-12$592,248$48,349$4,029iApproximate average salary by contribution assumption: employee only about $100,727 at 4% or $67,151 at 6%; with 50% employer match about $67,151 at 4% or $44,768 at 6%; with 100% employer match about $50,364 at 4% or $33,576 at 6%.
Stone Harris & Stone Defined Benefit Pension Plan-10$123,600$123,600$12,360iApproximate average salary by contribution assumption: employee only about $309,000 at 4% or $206,000 at 6%; with 50% employer match about $206,000 at 4% or $137,333 at 6%; with 100% employer match about $154,500 at 4% or $103,000 at 6%.
2003110$507,652$101,460$10,146iApproximate average salary by contribution assumption: employee only about $253,650 at 4% or $169,100 at 6%; with 50% employer match about $169,100 at 4% or $112,733 at 6%; with 100% employer match about $126,825 at 4% or $84,550 at 6%.
Stone, Harris and Stone Retirement Savings Plan-10$507,652$101,460$10,146iApproximate average salary by contribution assumption: employee only about $253,650 at 4% or $169,100 at 6%; with 50% employer match about $169,100 at 4% or $112,733 at 6%; with 100% employer match about $126,825 at 4% or $84,550 at 6%.
200229$0$0-
Stone, Harris and Stone Retirement Savings Plan-9---
NATHAN STONE INSURANCE AGENCY, INC. WELFARE BENEFIT PLAN-0---
200128$0$0-
NATHAN STONE INSURANCE AGENCY, INC. WELFARE BENEFIT PLAN-8---
Stone, Harris and Stone Retirement Savings Plan-8---
2000210$0$0-
NATHAN STONE INSURANCE AGENCY, INC., WELFARE BENEFIT PLAN-1---
Stone, Harris and Stone Retirement Savings Plan-10---
199919$513,786$74,564$8,285iApproximate average salary by contribution assumption: employee only about $207,122 at 4% or $138,081 at 6%; with 50% employer match about $138,081 at 4% or $92,054 at 6%; with 100% employer match about $103,561 at 4% or $69,041 at 6%.
Stone, Harris and Stone Retirement Savings Plan-9$513,786$74,564$8,285iApproximate average salary by contribution assumption: employee only about $207,122 at 4% or $138,081 at 6%; with 50% employer match about $138,081 at 4% or $92,054 at 6%; with 100% employer match about $103,561 at 4% or $69,041 at 6%.