Stone Companies
Plan context: 401K Profit Sharing Plan of the Stone Companies
EIN 95-2589180 • Irvine, CA • 35 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$4,268,552
2024 Contributions
$162,208
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 | 2 | 4 | $4,268,552 | $162,208 | $40,552iApproximate average salary by contribution assumption: employee only about $1,013,800 at 4% or $675,867 at 6%; with 50% employer match about $675,867 at 4% or $450,578 at 6%; with 100% employer match about $506,900 at 4% or $337,933 at 6%. |
| 401K Profit Sharing Plan of the Stone Companies | - | 4 | $4,165,452 | $59,108 | $14,777iApproximate average salary by contribution assumption: employee only about $369,425 at 4% or $246,283 at 6%; with 50% employer match about $246,283 at 4% or $164,189 at 6%; with 100% employer match about $184,713 at 4% or $123,142 at 6%. |
| Defined Benefit Pension Plan & Trust of Stone Companies | - | 3 | $103,100 | $103,100 | $34,367iApproximate average salary by contribution assumption: employee only about $859,167 at 4% or $572,778 at 6%; with 50% employer match about $572,778 at 4% or $381,852 at 6%; with 100% employer match about $429,583 at 4% or $286,389 at 6%. |
| 2023 | 1 | 5 | $3,556,198 | $163,515 | $32,703iApproximate average salary by contribution assumption: employee only about $817,575 at 4% or $545,050 at 6%; with 50% employer match about $545,050 at 4% or $363,367 at 6%; with 100% employer match about $408,788 at 4% or $272,525 at 6%. |
| 401K Profit Sharing Plan of the Stone Companies | - | 5 | $3,556,198 | $163,515 | $32,703iApproximate average salary by contribution assumption: employee only about $817,575 at 4% or $545,050 at 6%; with 50% employer match about $545,050 at 4% or $363,367 at 6%; with 100% employer match about $408,788 at 4% or $272,525 at 6%. |
| 2022 | 1 | 5 | $2,858,391 | $68,401 | $13,680iApproximate average salary by contribution assumption: employee only about $342,005 at 4% or $228,003 at 6%; with 50% employer match about $228,003 at 4% or $152,002 at 6%; with 100% employer match about $171,003 at 4% or $114,002 at 6%. |
| 401K Profit Sharing Plan of the Stone Companies | - | 5 | $2,858,391 | $68,401 | $13,680iApproximate average salary by contribution assumption: employee only about $342,005 at 4% or $228,003 at 6%; with 50% employer match about $228,003 at 4% or $152,002 at 6%; with 100% employer match about $171,003 at 4% or $114,002 at 6%. |
| 2021 | 1 | 5 | $3,424,102 | $155,149 | $31,030iApproximate average salary by contribution assumption: employee only about $775,745 at 4% or $517,163 at 6%; with 50% employer match about $517,163 at 4% or $344,776 at 6%; with 100% employer match about $387,873 at 4% or $258,582 at 6%. |
| 401K Profit Sharing Plan of the Stone Companies | - | 5 | $3,424,102 | $155,149 | $31,030iApproximate average salary by contribution assumption: employee only about $775,745 at 4% or $517,163 at 6%; with 50% employer match about $517,163 at 4% or $344,776 at 6%; with 100% employer match about $387,873 at 4% or $258,582 at 6%. |
| 2020 | 1 | 6 | $2,905,509 | $150,941 | $25,157iApproximate average salary by contribution assumption: employee only about $628,921 at 4% or $419,281 at 6%; with 50% employer match about $419,281 at 4% or $279,520 at 6%; with 100% employer match about $314,460 at 4% or $209,640 at 6%. |
| 401K Profit Sharing Plan of the Stone Companies | - | 6 | $2,905,509 | $150,941 | $25,157iApproximate average salary by contribution assumption: employee only about $628,921 at 4% or $419,281 at 6%; with 50% employer match about $419,281 at 4% or $279,520 at 6%; with 100% employer match about $314,460 at 4% or $209,640 at 6%. |
| 2019 | 1 | 4 | $2,352,958 | $168,976 | $42,244iApproximate average salary by contribution assumption: employee only about $1,056,100 at 4% or $704,067 at 6%; with 50% employer match about $704,067 at 4% or $469,378 at 6%; with 100% employer match about $528,050 at 4% or $352,033 at 6%. |
| 401K Profit Sharing Plan of the Stone Companies | - | 4 | $2,352,958 | $168,976 | $42,244iApproximate average salary by contribution assumption: employee only about $1,056,100 at 4% or $704,067 at 6%; with 50% employer match about $704,067 at 4% or $469,378 at 6%; with 100% employer match about $528,050 at 4% or $352,033 at 6%. |
| 2018 | 1 | 6 | $1,825,693 | $236,378 | $39,396iApproximate average salary by contribution assumption: employee only about $984,908 at 4% or $656,606 at 6%; with 50% employer match about $656,606 at 4% or $437,737 at 6%; with 100% employer match about $492,454 at 4% or $328,303 at 6%. |
| 401K Profit Sharing Plan of the Stone Companies | - | 6 | $1,825,693 | $236,378 | $39,396iApproximate average salary by contribution assumption: employee only about $984,908 at 4% or $656,606 at 6%; with 50% employer match about $656,606 at 4% or $437,737 at 6%; with 100% employer match about $492,454 at 4% or $328,303 at 6%. |
| 2017 | 1 | 6 | $1,821,718 | $74,753 | $12,459iApproximate average salary by contribution assumption: employee only about $311,471 at 4% or $207,647 at 6%; with 50% employer match about $207,647 at 4% or $138,431 at 6%; with 100% employer match about $155,735 at 4% or $103,824 at 6%. |
| 401K Profit Sharing Plan of the Stone Companies | - | 6 | $1,821,718 | $74,753 | $12,459iApproximate average salary by contribution assumption: employee only about $311,471 at 4% or $207,647 at 6%; with 50% employer match about $207,647 at 4% or $138,431 at 6%; with 100% employer match about $155,735 at 4% or $103,824 at 6%. |
| 2016 | 1 | 6 | $1,662,436 | $57,162 | $9,527iApproximate average salary by contribution assumption: employee only about $238,175 at 4% or $158,783 at 6%; with 50% employer match about $158,783 at 4% or $105,856 at 6%; with 100% employer match about $119,088 at 4% or $79,392 at 6%. |
| 401K Profit Sharing Plan of the Stone Companies | - | 6 | $1,662,436 | $57,162 | $9,527iApproximate average salary by contribution assumption: employee only about $238,175 at 4% or $158,783 at 6%; with 50% employer match about $158,783 at 4% or $105,856 at 6%; with 100% employer match about $119,088 at 4% or $79,392 at 6%. |
| 2015 | 1 | 6 | $1,672,372 | $64,774 | $10,796iApproximate average salary by contribution assumption: employee only about $269,892 at 4% or $179,928 at 6%; with 50% employer match about $179,928 at 4% or $119,952 at 6%; with 100% employer match about $134,946 at 4% or $89,964 at 6%. |
| 401K Profit Sharing Plan of the Stone Companies | - | 6 | $1,672,372 | $64,774 | $10,796iApproximate average salary by contribution assumption: employee only about $269,892 at 4% or $179,928 at 6%; with 50% employer match about $179,928 at 4% or $119,952 at 6%; with 100% employer match about $134,946 at 4% or $89,964 at 6%. |
| 2014 | 1 | 7 | $1,643,589 | $92,508 | $13,215iApproximate average salary by contribution assumption: employee only about $330,386 at 4% or $220,257 at 6%; with 50% employer match about $220,257 at 4% or $146,838 at 6%; with 100% employer match about $165,193 at 4% or $110,129 at 6%. |
| 401K Profit Sharing Plan of the Stone Companies | - | 7 | $1,643,589 | $92,508 | $13,215iApproximate average salary by contribution assumption: employee only about $330,386 at 4% or $220,257 at 6%; with 50% employer match about $220,257 at 4% or $146,838 at 6%; with 100% employer match about $165,193 at 4% or $110,129 at 6%. |
| 2013 | 1 | 11 | $1,598,424 | $74,838 | $6,803iApproximate average salary by contribution assumption: employee only about $170,086 at 4% or $113,391 at 6%; with 50% employer match about $113,391 at 4% or $75,594 at 6%; with 100% employer match about $85,043 at 4% or $56,695 at 6%. |
| 401K Profit Sharing Plan of the Stone Companies | - | 11 | $1,598,424 | $74,838 | $6,803iApproximate average salary by contribution assumption: employee only about $170,086 at 4% or $113,391 at 6%; with 50% employer match about $113,391 at 4% or $75,594 at 6%; with 100% employer match about $85,043 at 4% or $56,695 at 6%. |
| 2012 | 1 | 11 | $1,313,042 | $106,107 | $9,646iApproximate average salary by contribution assumption: employee only about $241,152 at 4% or $160,768 at 6%; with 50% employer match about $160,768 at 4% or $107,179 at 6%; with 100% employer match about $120,576 at 4% or $80,384 at 6%. |
| 401K Profit Sharing Plan of the Stone Companies | - | 11 | $1,313,042 | $106,107 | $9,646iApproximate average salary by contribution assumption: employee only about $241,152 at 4% or $160,768 at 6%; with 50% employer match about $160,768 at 4% or $107,179 at 6%; with 100% employer match about $120,576 at 4% or $80,384 at 6%. |
| 2011 | 2 | 10 | $1,136,375 | $73,020 | $7,302iApproximate average salary by contribution assumption: employee only about $182,550 at 4% or $121,700 at 6%; with 50% employer match about $121,700 at 4% or $81,133 at 6%; with 100% employer match about $91,275 at 4% or $60,850 at 6%. |
| 401K Profit Sharing Plan of the Stone Companies | - | 10 | $1,136,375 | $66,770 | $6,677iApproximate average salary by contribution assumption: employee only about $166,925 at 4% or $111,283 at 6%; with 50% employer match about $111,283 at 4% or $74,189 at 6%; with 100% employer match about $83,463 at 4% or $55,642 at 6%. |
| STONE INSURANCE SERVICES, INC. - FLEXIBLE BENEFITS PLAN | - | 2 | - | $6,250 | $3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%. |
| 2010 | 2 | 8 | $1,109,520 | $64,994 | $8,124iApproximate average salary by contribution assumption: employee only about $203,106 at 4% or $135,404 at 6%; with 50% employer match about $135,404 at 4% or $90,269 at 6%; with 100% employer match about $101,553 at 4% or $67,702 at 6%. |
| 401K Profit Sharing Plan of the Stone Companies | - | 8 | $1,109,517 | $64,194 | $8,024iApproximate average salary by contribution assumption: employee only about $200,606 at 4% or $133,738 at 6%; with 50% employer match about $133,738 at 4% or $89,158 at 6%; with 100% employer match about $100,303 at 4% or $66,869 at 6%. |
| STONE INSURANCE SERVICES, INC. - FLEXIBLE BENEFITS PLAN | - | 1 | $3 | $800 | $800iApproximate average salary by contribution assumption: employee only about $20,000 at 4% or $13,333 at 6%; with 50% employer match about $13,333 at 4% or $8,889 at 6%; with 100% employer match about $10,000 at 4% or $6,667 at 6%. |
| 2009 | 2 | 9 | $1,605,392 | $57,381 | $6,376iApproximate average salary by contribution assumption: employee only about $159,392 at 4% or $106,261 at 6%; with 50% employer match about $106,261 at 4% or $70,841 at 6%; with 100% employer match about $79,696 at 4% or $53,131 at 6%. |
| 401K Profit Sharing Plan of the Stone Companies | - | 9 | $1,605,392 | $56,181 | $6,242iApproximate average salary by contribution assumption: employee only about $156,058 at 4% or $104,039 at 6%; with 50% employer match about $104,039 at 4% or $69,359 at 6%; with 100% employer match about $78,029 at 4% or $52,019 at 6%. |
| STONE INSURANCE SERVICES, INC. - FLEXIBLE BENEFITS PLAN | - | 2 | - | $1,200 | $600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%. |
| 2008 | 2 | 9 | $77 | $4,205 | $467iApproximate average salary by contribution assumption: employee only about $11,681 at 4% or $7,787 at 6%; with 50% employer match about $7,787 at 4% or $5,191 at 6%; with 100% employer match about $5,840 at 4% or $3,894 at 6%. |
| STONE INSURANCE SERVICES, INC. - FLEXIBLE BENEFITS PLAN | - | 4 | $77 | $4,205 | $1,051iApproximate average salary by contribution assumption: employee only about $26,281 at 4% or $17,521 at 6%; with 50% employer match about $17,521 at 4% or $11,681 at 6%; with 100% employer match about $13,141 at 4% or $8,760 at 6%. |
| 401K Profit Sharing Plan of the Stone Companies | - | 9 | - | - | - |
| 2007 | 1 | 8 | $0 | $0 | - |
| 401K Profit Sharing Plan of the Stone Companies | - | 8 | - | - | - |
| 2006 | 1 | 8 | $1,545,763 | $41,830 | $5,229iApproximate average salary by contribution assumption: employee only about $130,719 at 4% or $87,146 at 6%; with 50% employer match about $87,146 at 4% or $58,097 at 6%; with 100% employer match about $65,359 at 4% or $43,573 at 6%. |
| 401K Profit Sharing Plan of the Stone Companies | - | 8 | $1,545,763 | $41,830 | $5,229iApproximate average salary by contribution assumption: employee only about $130,719 at 4% or $87,146 at 6%; with 50% employer match about $87,146 at 4% or $58,097 at 6%; with 100% employer match about $65,359 at 4% or $43,573 at 6%. |
| 2005 | 1 | 8 | $1,392,639 | $48,172 | $6,022iApproximate average salary by contribution assumption: employee only about $150,538 at 4% or $100,358 at 6%; with 50% employer match about $100,358 at 4% or $66,906 at 6%; with 100% employer match about $75,269 at 4% or $50,179 at 6%. |
| 401K Profit Sharing Plan of the Stone Companies | - | 8 | $1,392,639 | $48,172 | $6,022iApproximate average salary by contribution assumption: employee only about $150,538 at 4% or $100,358 at 6%; with 50% employer match about $100,358 at 4% or $66,906 at 6%; with 100% employer match about $75,269 at 4% or $50,179 at 6%. |
| 2004 | 1 | 6 | $1,262,442 | $28,312 | $4,719iApproximate average salary by contribution assumption: employee only about $117,967 at 4% or $78,644 at 6%; with 50% employer match about $78,644 at 4% or $52,430 at 6%; with 100% employer match about $58,983 at 4% or $39,322 at 6%. |
| 401K Profit Sharing Plan of the Stone Companies | - | 6 | $1,262,442 | $28,312 | $4,719iApproximate average salary by contribution assumption: employee only about $117,967 at 4% or $78,644 at 6%; with 50% employer match about $78,644 at 4% or $52,430 at 6%; with 100% employer match about $58,983 at 4% or $39,322 at 6%. |
| 2003 | 1 | 6 | $0 | $0 | - |
| 401K Profit Sharing Plan of the Stone Companies | - | 6 | - | - | - |
| 2002 | 2 | 5 | $0 | $0 | - |
| Defined Benefit Pension Plan & Trust of Stone Companies | - | 0 | - | - | - |
| 401K Profit Sharing Plan of the Stone Companies | - | 5 | - | - | - |
| 2001 | 2 | 8 | $0 | $0 | - |
| Defined Benefit Pension Plan & Trust of Stone Companies | - | 4 | - | - | - |
| 401K Profit Sharing Plan of the Stone Companies | - | 8 | - | - | - |
| 2000 | 2 | 7 | $0 | $0 | - |
| Defined Benefit Pension Plan & Trust of Stone Companies | - | 4 | - | - | - |
| 401K Profit Sharing Plan of the Stone Companies | - | 7 | - | - | - |
| 1999 | 2 | 6 | $870,939 | $97,792 | $16,299iApproximate average salary by contribution assumption: employee only about $407,467 at 4% or $271,644 at 6%; with 50% employer match about $271,644 at 4% or $181,096 at 6%; with 100% employer match about $203,733 at 4% or $135,822 at 6%. |
| 401K Profit Sharing Plan of the Stone Companies | - | 6 | $519,207 | $42,135 | $7,023iApproximate average salary by contribution assumption: employee only about $175,563 at 4% or $117,042 at 6%; with 50% employer match about $117,042 at 4% or $78,028 at 6%; with 100% employer match about $87,781 at 4% or $58,521 at 6%. |
| Defined Benefit Pension Plan & Trust of Stone Companies | - | 4 | $351,732 | $55,657 | $13,914iApproximate average salary by contribution assumption: employee only about $347,856 at 4% or $231,904 at 6%; with 50% employer match about $231,904 at 4% or $154,603 at 6%; with 100% employer match about $173,928 at 4% or $115,952 at 6%. |