Stumbaugh & Associates Inc.
Plan context: Stumbaugh & Associates Inc. Profit Sharing Plan
EIN 95-2809630 • Burbank, CA • 27 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
95
2024 Assets
$13,604,452
2024 Contributions
$997,651
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 | 95 | $13,604,452 | $997,651 | $10,502iApproximate average salary by contribution assumption: employee only about $262,540 at 4% or $175,026 at 6%; with 50% employer match about $175,026 at 4% or $116,684 at 6%; with 100% employer match about $131,270 at 4% or $87,513 at 6%. |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 46 | $13,004,452 | $397,651 | $8,645iApproximate average salary by contribution assumption: employee only about $216,115 at 4% or $144,076 at 6%; with 50% employer match about $144,076 at 4% or $96,051 at 6%; with 100% employer match about $108,057 at 4% or $72,038 at 6%. |
| STUMBAUGH & ASSOCIATES, INC. EMLOYEE STOCK OWNERSHIP PLAN | - | 95 | $600,000 | $600,000 | $6,316iApproximate average salary by contribution assumption: employee only about $157,895 at 4% or $105,263 at 6%; with 50% employer match about $105,263 at 4% or $70,175 at 6%; with 100% employer match about $78,947 at 4% or $52,632 at 6%. |
| 2023 | 1 | 40 | $12,211,833 | $529,815 | $13,245iApproximate average salary by contribution assumption: employee only about $331,134 at 4% or $220,756 at 6%; with 50% employer match about $220,756 at 4% or $147,171 at 6%; with 100% employer match about $165,567 at 4% or $110,378 at 6%. |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 40 | $12,211,833 | $529,815 | $13,245iApproximate average salary by contribution assumption: employee only about $331,134 at 4% or $220,756 at 6%; with 50% employer match about $220,756 at 4% or $147,171 at 6%; with 100% employer match about $165,567 at 4% or $110,378 at 6%. |
| 2022 | 1 | 45 | $10,152,160 | $496,098 | $11,024iApproximate average salary by contribution assumption: employee only about $275,610 at 4% or $183,740 at 6%; with 50% employer match about $183,740 at 4% or $122,493 at 6%; with 100% employer match about $137,805 at 4% or $91,870 at 6%. |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 45 | $10,152,160 | $496,098 | $11,024iApproximate average salary by contribution assumption: employee only about $275,610 at 4% or $183,740 at 6%; with 50% employer match about $183,740 at 4% or $122,493 at 6%; with 100% employer match about $137,805 at 4% or $91,870 at 6%. |
| 2021 | 1 | 50 | $11,878,002 | $506,878 | $10,138iApproximate average salary by contribution assumption: employee only about $253,439 at 4% or $168,959 at 6%; with 50% employer match about $168,959 at 4% or $112,640 at 6%; with 100% employer match about $126,719 at 4% or $84,480 at 6%. |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 50 | $11,878,002 | $506,878 | $10,138iApproximate average salary by contribution assumption: employee only about $253,439 at 4% or $168,959 at 6%; with 50% employer match about $168,959 at 4% or $112,640 at 6%; with 100% employer match about $126,719 at 4% or $84,480 at 6%. |
| 2020 | 1 | 45 | $10,855,689 | $488,770 | $10,862iApproximate average salary by contribution assumption: employee only about $271,539 at 4% or $181,026 at 6%; with 50% employer match about $181,026 at 4% or $120,684 at 6%; with 100% employer match about $135,769 at 4% or $90,513 at 6%. |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 45 | $10,855,689 | $488,770 | $10,862iApproximate average salary by contribution assumption: employee only about $271,539 at 4% or $181,026 at 6%; with 50% employer match about $181,026 at 4% or $120,684 at 6%; with 100% employer match about $135,769 at 4% or $90,513 at 6%. |
| 2019 | 1 | 41 | $9,038,474 | $496,481 | $12,109iApproximate average salary by contribution assumption: employee only about $302,732 at 4% or $201,822 at 6%; with 50% employer match about $201,822 at 4% or $134,548 at 6%; with 100% employer match about $151,366 at 4% or $100,911 at 6%. |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 41 | $9,038,474 | $496,481 | $12,109iApproximate average salary by contribution assumption: employee only about $302,732 at 4% or $201,822 at 6%; with 50% employer match about $201,822 at 4% or $134,548 at 6%; with 100% employer match about $151,366 at 4% or $100,911 at 6%. |
| 2018 | 1 | 41 | $7,278,181 | $422,563 | $10,306iApproximate average salary by contribution assumption: employee only about $257,660 at 4% or $171,774 at 6%; with 50% employer match about $171,774 at 4% or $114,516 at 6%; with 100% employer match about $128,830 at 4% or $85,887 at 6%. |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 41 | $7,278,181 | $422,563 | $10,306iApproximate average salary by contribution assumption: employee only about $257,660 at 4% or $171,774 at 6%; with 50% employer match about $171,774 at 4% or $114,516 at 6%; with 100% employer match about $128,830 at 4% or $85,887 at 6%. |
| 2017 | 1 | 34 | $7,381,166 | $362,763 | $10,670iApproximate average salary by contribution assumption: employee only about $266,738 at 4% or $177,825 at 6%; with 50% employer match about $177,825 at 4% or $118,550 at 6%; with 100% employer match about $133,369 at 4% or $88,913 at 6%. |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 34 | $7,381,166 | $362,763 | $10,670iApproximate average salary by contribution assumption: employee only about $266,738 at 4% or $177,825 at 6%; with 50% employer match about $177,825 at 4% or $118,550 at 6%; with 100% employer match about $133,369 at 4% or $88,913 at 6%. |
| 2016 | 1 | 26 | $6,139,452 | $314,189 | $12,084iApproximate average salary by contribution assumption: employee only about $302,105 at 4% or $201,403 at 6%; with 50% employer match about $201,403 at 4% or $134,269 at 6%; with 100% employer match about $151,052 at 4% or $100,702 at 6%. |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 26 | $6,139,452 | $314,189 | $12,084iApproximate average salary by contribution assumption: employee only about $302,105 at 4% or $201,403 at 6%; with 50% employer match about $201,403 at 4% or $134,269 at 6%; with 100% employer match about $151,052 at 4% or $100,702 at 6%. |
| 2015 | 1 | 29 | $5,566,607 | $327,747 | $11,302iApproximate average salary by contribution assumption: employee only about $282,541 at 4% or $188,360 at 6%; with 50% employer match about $188,360 at 4% or $125,574 at 6%; with 100% employer match about $141,270 at 4% or $94,180 at 6%. |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 29 | $5,566,607 | $327,747 | $11,302iApproximate average salary by contribution assumption: employee only about $282,541 at 4% or $188,360 at 6%; with 50% employer match about $188,360 at 4% or $125,574 at 6%; with 100% employer match about $141,270 at 4% or $94,180 at 6%. |
| 2014 | 1 | 28 | $5,415,540 | $278,973 | $9,963iApproximate average salary by contribution assumption: employee only about $249,083 at 4% or $166,055 at 6%; with 50% employer match about $166,055 at 4% or $110,704 at 6%; with 100% employer match about $124,542 at 4% or $83,028 at 6%. |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 28 | $5,415,540 | $278,973 | $9,963iApproximate average salary by contribution assumption: employee only about $249,083 at 4% or $166,055 at 6%; with 50% employer match about $166,055 at 4% or $110,704 at 6%; with 100% employer match about $124,542 at 4% or $83,028 at 6%. |
| 2013 | 1 | 23 | $5,027,250 | $234,251 | $10,185iApproximate average salary by contribution assumption: employee only about $254,621 at 4% or $169,747 at 6%; with 50% employer match about $169,747 at 4% or $113,165 at 6%; with 100% employer match about $127,310 at 4% or $84,874 at 6%. |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 23 | $5,027,250 | $234,251 | $10,185iApproximate average salary by contribution assumption: employee only about $254,621 at 4% or $169,747 at 6%; with 50% employer match about $169,747 at 4% or $113,165 at 6%; with 100% employer match about $127,310 at 4% or $84,874 at 6%. |
| 2012 | 1 | 23 | $4,261,348 | $123,476 | $5,369iApproximate average salary by contribution assumption: employee only about $134,213 at 4% or $89,475 at 6%; with 50% employer match about $89,475 at 4% or $59,650 at 6%; with 100% employer match about $67,107 at 4% or $44,738 at 6%. |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 23 | $4,261,348 | $123,476 | $5,369iApproximate average salary by contribution assumption: employee only about $134,213 at 4% or $89,475 at 6%; with 50% employer match about $89,475 at 4% or $59,650 at 6%; with 100% employer match about $67,107 at 4% or $44,738 at 6%. |
| 2011 | 1 | 24 | $3,804,485 | $125,045 | $5,210iApproximate average salary by contribution assumption: employee only about $130,255 at 4% or $86,837 at 6%; with 50% employer match about $86,837 at 4% or $57,891 at 6%; with 100% employer match about $65,128 at 4% or $43,418 at 6%. |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 24 | $3,804,485 | $125,045 | $5,210iApproximate average salary by contribution assumption: employee only about $130,255 at 4% or $86,837 at 6%; with 50% employer match about $86,837 at 4% or $57,891 at 6%; with 100% employer match about $65,128 at 4% or $43,418 at 6%. |
| 2010 | 1 | 21 | $3,805,609 | $229,555 | $10,931iApproximate average salary by contribution assumption: employee only about $273,280 at 4% or $182,187 at 6%; with 50% employer match about $182,187 at 4% or $121,458 at 6%; with 100% employer match about $136,640 at 4% or $91,093 at 6%. |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 21 | $3,805,609 | $229,555 | $10,931iApproximate average salary by contribution assumption: employee only about $273,280 at 4% or $182,187 at 6%; with 50% employer match about $182,187 at 4% or $121,458 at 6%; with 100% employer match about $136,640 at 4% or $91,093 at 6%. |
| 2009 | 1 | 24 | $3,589,274 | $223,310 | $9,305iApproximate average salary by contribution assumption: employee only about $232,615 at 4% or $155,076 at 6%; with 50% employer match about $155,076 at 4% or $103,384 at 6%; with 100% employer match about $116,307 at 4% or $77,538 at 6%. |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 24 | $3,589,274 | $223,310 | $9,305iApproximate average salary by contribution assumption: employee only about $232,615 at 4% or $155,076 at 6%; with 50% employer match about $155,076 at 4% or $103,384 at 6%; with 100% employer match about $116,307 at 4% or $77,538 at 6%. |
| 2008 | 1 | 26 | $0 | $0 | - |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 26 | - | - | - |
| 2007 | 1 | 29 | $0 | $0 | - |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 29 | - | - | - |
| 2006 | 1 | 30 | $3,734,787 | $268,066 | $8,936iApproximate average salary by contribution assumption: employee only about $223,388 at 4% or $148,926 at 6%; with 50% employer match about $148,926 at 4% or $99,284 at 6%; with 100% employer match about $111,694 at 4% or $74,463 at 6%. |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 30 | $3,734,787 | $268,066 | $8,936iApproximate average salary by contribution assumption: employee only about $223,388 at 4% or $148,926 at 6%; with 50% employer match about $148,926 at 4% or $99,284 at 6%; with 100% employer match about $111,694 at 4% or $74,463 at 6%. |
| 2005 | 1 | 25 | $3,320,230 | $162,750 | $6,510iApproximate average salary by contribution assumption: employee only about $162,750 at 4% or $108,500 at 6%; with 50% employer match about $108,500 at 4% or $72,333 at 6%; with 100% employer match about $81,375 at 4% or $54,250 at 6%. |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 25 | $3,320,230 | $162,750 | $6,510iApproximate average salary by contribution assumption: employee only about $162,750 at 4% or $108,500 at 6%; with 50% employer match about $108,500 at 4% or $72,333 at 6%; with 100% employer match about $81,375 at 4% or $54,250 at 6%. |
| 2004 | 1 | 22 | $3,161,198 | $210,129 | $9,551iApproximate average salary by contribution assumption: employee only about $238,783 at 4% or $159,189 at 6%; with 50% employer match about $159,189 at 4% or $106,126 at 6%; with 100% employer match about $119,391 at 4% or $79,594 at 6%. |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 22 | $3,161,198 | $210,129 | $9,551iApproximate average salary by contribution assumption: employee only about $238,783 at 4% or $159,189 at 6%; with 50% employer match about $159,189 at 4% or $106,126 at 6%; with 100% employer match about $119,391 at 4% or $79,594 at 6%. |
| 2003 | 1 | 22 | $2,903,963 | $213,148 | $9,689iApproximate average salary by contribution assumption: employee only about $242,214 at 4% or $161,476 at 6%; with 50% employer match about $161,476 at 4% or $107,651 at 6%; with 100% employer match about $121,107 at 4% or $80,738 at 6%. |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 22 | $2,903,963 | $213,148 | $9,689iApproximate average salary by contribution assumption: employee only about $242,214 at 4% or $161,476 at 6%; with 50% employer match about $161,476 at 4% or $107,651 at 6%; with 100% employer match about $121,107 at 4% or $80,738 at 6%. |
| 2002 | 1 | 26 | $2,432,598 | $196,059 | $7,541iApproximate average salary by contribution assumption: employee only about $188,518 at 4% or $125,679 at 6%; with 50% employer match about $125,679 at 4% or $83,786 at 6%; with 100% employer match about $94,259 at 4% or $62,839 at 6%. |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 26 | $2,432,598 | $196,059 | $7,541iApproximate average salary by contribution assumption: employee only about $188,518 at 4% or $125,679 at 6%; with 50% employer match about $125,679 at 4% or $83,786 at 6%; with 100% employer match about $94,259 at 4% or $62,839 at 6%. |
| 2001 | 1 | 20 | $0 | $0 | - |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 20 | - | - | - |
| 2000 | 1 | 21 | $2,589,614 | $171,089 | $8,147iApproximate average salary by contribution assumption: employee only about $203,677 at 4% or $135,785 at 6%; with 50% employer match about $135,785 at 4% or $90,523 at 6%; with 100% employer match about $101,839 at 4% or $67,892 at 6%. |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 21 | $2,589,614 | $171,089 | $8,147iApproximate average salary by contribution assumption: employee only about $203,677 at 4% or $135,785 at 6%; with 50% employer match about $135,785 at 4% or $90,523 at 6%; with 100% employer match about $101,839 at 4% or $67,892 at 6%. |
| 1999 | 1 | 17 | $2,524,231 | $143,220 | $8,425iApproximate average salary by contribution assumption: employee only about $210,618 at 4% or $140,412 at 6%; with 50% employer match about $140,412 at 4% or $93,608 at 6%; with 100% employer match about $105,309 at 4% or $70,206 at 6%. |
| Stumbaugh & Associates Inc. Profit Sharing Plan | - | 17 | $2,524,231 | $143,220 | $8,425iApproximate average salary by contribution assumption: employee only about $210,618 at 4% or $140,412 at 6%; with 50% employer match about $140,412 at 4% or $93,608 at 6%; with 100% employer match about $105,309 at 4% or $70,206 at 6%. |