Stolper & Company Inc.
Plan context: Stolper & Company Inc., Profit Sharing Plan and Trust
EIN 95-2954186 • San Diego, CA • 28 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$958,545
2025 Contributions
$165,000
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $958,545 | $165,000 | $55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 3 | $958,545 | $165,000 | $55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%. |
| 2024 | 1 | 4 | $5,190,789 | $125,000 | $31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 4 | $5,190,789 | $125,000 | $31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%. |
| 2023 | 1 | 3 | $4,755,620 | $100,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 3 | $4,755,620 | $100,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| 2022 | 1 | 3 | $4,146,458 | $104,815 | $34,938iApproximate average salary by contribution assumption: employee only about $873,458 at 4% or $582,306 at 6%; with 50% employer match about $582,306 at 4% or $388,204 at 6%; with 100% employer match about $436,729 at 4% or $291,153 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 3 | $4,146,458 | $104,815 | $34,938iApproximate average salary by contribution assumption: employee only about $873,458 at 4% or $582,306 at 6%; with 50% employer match about $582,306 at 4% or $388,204 at 6%; with 100% employer match about $436,729 at 4% or $291,153 at 6%. |
| 2021 | 1 | 3 | $4,549,625 | $101,069 | $33,690iApproximate average salary by contribution assumption: employee only about $842,242 at 4% or $561,494 at 6%; with 50% employer match about $561,494 at 4% or $374,330 at 6%; with 100% employer match about $421,121 at 4% or $280,747 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 3 | $4,549,625 | $101,069 | $33,690iApproximate average salary by contribution assumption: employee only about $842,242 at 4% or $561,494 at 6%; with 50% employer match about $561,494 at 4% or $374,330 at 6%; with 100% employer match about $421,121 at 4% or $280,747 at 6%. |
| 2020 | 1 | 3 | $4,052,299 | $97,790 | $32,597iApproximate average salary by contribution assumption: employee only about $814,917 at 4% or $543,278 at 6%; with 50% employer match about $543,278 at 4% or $362,185 at 6%; with 100% employer match about $407,458 at 4% or $271,639 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 3 | $4,052,299 | $97,790 | $32,597iApproximate average salary by contribution assumption: employee only about $814,917 at 4% or $543,278 at 6%; with 50% employer match about $543,278 at 4% or $362,185 at 6%; with 100% employer match about $407,458 at 4% or $271,639 at 6%. |
| 2019 | 1 | 3 | $3,485,964 | $96,717 | $32,239iApproximate average salary by contribution assumption: employee only about $805,975 at 4% or $537,317 at 6%; with 50% employer match about $537,317 at 4% or $358,211 at 6%; with 100% employer match about $402,988 at 4% or $268,658 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 3 | $3,485,964 | $96,717 | $32,239iApproximate average salary by contribution assumption: employee only about $805,975 at 4% or $537,317 at 6%; with 50% employer match about $537,317 at 4% or $358,211 at 6%; with 100% employer match about $402,988 at 4% or $268,658 at 6%. |
| 2018 | 1 | 3 | $2,768,210 | $92,130 | $30,710iApproximate average salary by contribution assumption: employee only about $767,750 at 4% or $511,833 at 6%; with 50% employer match about $511,833 at 4% or $341,222 at 6%; with 100% employer match about $383,875 at 4% or $255,917 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 3 | $2,768,210 | $92,130 | $30,710iApproximate average salary by contribution assumption: employee only about $767,750 at 4% or $511,833 at 6%; with 50% employer match about $511,833 at 4% or $341,222 at 6%; with 100% employer match about $383,875 at 4% or $255,917 at 6%. |
| 2017 | 1 | 5 | $14,647,933 | $131,309 | $26,262iApproximate average salary by contribution assumption: employee only about $656,545 at 4% or $437,697 at 6%; with 50% employer match about $437,697 at 4% or $291,798 at 6%; with 100% employer match about $328,273 at 4% or $218,848 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 5 | $14,647,933 | $131,309 | $26,262iApproximate average salary by contribution assumption: employee only about $656,545 at 4% or $437,697 at 6%; with 50% employer match about $437,697 at 4% or $291,798 at 6%; with 100% employer match about $328,273 at 4% or $218,848 at 6%. |
| 2016 | 1 | 5 | $12,457,820 | $125,049 | $25,010iApproximate average salary by contribution assumption: employee only about $625,245 at 4% or $416,830 at 6%; with 50% employer match about $416,830 at 4% or $277,887 at 6%; with 100% employer match about $312,623 at 4% or $208,415 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 5 | $12,457,820 | $125,049 | $25,010iApproximate average salary by contribution assumption: employee only about $625,245 at 4% or $416,830 at 6%; with 50% employer match about $416,830 at 4% or $277,887 at 6%; with 100% employer match about $312,623 at 4% or $208,415 at 6%. |
| 2015 | 1 | 5 | $10,936,868 | $126,656 | $25,331iApproximate average salary by contribution assumption: employee only about $633,280 at 4% or $422,187 at 6%; with 50% employer match about $422,187 at 4% or $281,458 at 6%; with 100% employer match about $316,640 at 4% or $211,093 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 5 | $10,936,868 | $126,656 | $25,331iApproximate average salary by contribution assumption: employee only about $633,280 at 4% or $422,187 at 6%; with 50% employer match about $422,187 at 4% or $281,458 at 6%; with 100% employer match about $316,640 at 4% or $211,093 at 6%. |
| 2014 | 1 | 5 | $11,534,252 | $128,929 | $25,786iApproximate average salary by contribution assumption: employee only about $644,645 at 4% or $429,763 at 6%; with 50% employer match about $429,763 at 4% or $286,509 at 6%; with 100% employer match about $322,323 at 4% or $214,882 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 5 | $11,534,252 | $128,929 | $25,786iApproximate average salary by contribution assumption: employee only about $644,645 at 4% or $429,763 at 6%; with 50% employer match about $429,763 at 4% or $286,509 at 6%; with 100% employer match about $322,323 at 4% or $214,882 at 6%. |
| 2013 | 1 | 6 | $10,747,091 | $134,416 | $22,403iApproximate average salary by contribution assumption: employee only about $560,067 at 4% or $373,378 at 6%; with 50% employer match about $373,378 at 4% or $248,919 at 6%; with 100% employer match about $280,033 at 4% or $186,689 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 6 | $10,747,091 | $134,416 | $22,403iApproximate average salary by contribution assumption: employee only about $560,067 at 4% or $373,378 at 6%; with 50% employer match about $373,378 at 4% or $248,919 at 6%; with 100% employer match about $280,033 at 4% or $186,689 at 6%. |
| 2012 | 1 | 6 | $8,343,718 | $90,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 6 | $8,343,718 | $90,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2011 | 1 | 6 | $7,165,211 | $128,363 | $21,394iApproximate average salary by contribution assumption: employee only about $534,846 at 4% or $356,564 at 6%; with 50% employer match about $356,564 at 4% or $237,709 at 6%; with 100% employer match about $267,423 at 4% or $178,282 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 6 | $7,165,211 | $128,363 | $21,394iApproximate average salary by contribution assumption: employee only about $534,846 at 4% or $356,564 at 6%; with 50% employer match about $356,564 at 4% or $237,709 at 6%; with 100% employer match about $267,423 at 4% or $178,282 at 6%. |
| 2010 | 1 | 6 | $7,614,400 | $126,210 | $21,035iApproximate average salary by contribution assumption: employee only about $525,875 at 4% or $350,583 at 6%; with 50% employer match about $350,583 at 4% or $233,722 at 6%; with 100% employer match about $262,938 at 4% or $175,292 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 6 | $7,614,400 | $126,210 | $21,035iApproximate average salary by contribution assumption: employee only about $525,875 at 4% or $350,583 at 6%; with 50% employer match about $350,583 at 4% or $233,722 at 6%; with 100% employer match about $262,938 at 4% or $175,292 at 6%. |
| 2009 | 2 | 6 | $6,107,299 | $120,326 | $20,054iApproximate average salary by contribution assumption: employee only about $501,358 at 4% or $334,239 at 6%; with 50% employer match about $334,239 at 4% or $222,826 at 6%; with 100% employer match about $250,679 at 4% or $167,119 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 6 | $6,107,299 | $120,326 | $20,054iApproximate average salary by contribution assumption: employee only about $501,358 at 4% or $334,239 at 6%; with 50% employer match about $334,239 at 4% or $222,826 at 6%; with 100% employer match about $250,679 at 4% or $167,119 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | - | - | - | - |
| 2008 | 1 | 4 | $4,213,833 | $95,870 | $23,968iApproximate average salary by contribution assumption: employee only about $599,188 at 4% or $399,458 at 6%; with 50% employer match about $399,458 at 4% or $266,306 at 6%; with 100% employer match about $299,594 at 4% or $199,729 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 4 | $4,213,833 | $95,870 | $23,968iApproximate average salary by contribution assumption: employee only about $599,188 at 4% or $399,458 at 6%; with 50% employer match about $399,458 at 4% or $266,306 at 6%; with 100% employer match about $299,594 at 4% or $199,729 at 6%. |
| 2007 | 1 | 3 | $6,922,620 | $100,397 | $33,466iApproximate average salary by contribution assumption: employee only about $836,642 at 4% or $557,761 at 6%; with 50% employer match about $557,761 at 4% or $371,841 at 6%; with 100% employer match about $418,321 at 4% or $278,881 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 3 | $6,922,620 | $100,397 | $33,466iApproximate average salary by contribution assumption: employee only about $836,642 at 4% or $557,761 at 6%; with 50% employer match about $557,761 at 4% or $371,841 at 6%; with 100% employer match about $418,321 at 4% or $278,881 at 6%. |
| 2006 | 1 | 4 | $6,259,885 | $106,225 | $26,556iApproximate average salary by contribution assumption: employee only about $663,906 at 4% or $442,604 at 6%; with 50% employer match about $442,604 at 4% or $295,069 at 6%; with 100% employer match about $331,953 at 4% or $221,302 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 4 | $6,259,885 | $106,225 | $26,556iApproximate average salary by contribution assumption: employee only about $663,906 at 4% or $442,604 at 6%; with 50% employer match about $442,604 at 4% or $295,069 at 6%; with 100% employer match about $331,953 at 4% or $221,302 at 6%. |
| 2005 | 1 | 3 | $5,163,375 | $85,990 | $28,663iApproximate average salary by contribution assumption: employee only about $716,583 at 4% or $477,722 at 6%; with 50% employer match about $477,722 at 4% or $318,481 at 6%; with 100% employer match about $358,292 at 4% or $238,861 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 3 | $5,163,375 | $85,990 | $28,663iApproximate average salary by contribution assumption: employee only about $716,583 at 4% or $477,722 at 6%; with 50% employer match about $477,722 at 4% or $318,481 at 6%; with 100% employer match about $358,292 at 4% or $238,861 at 6%. |
| 2004 | 1 | 4 | $4,686,010 | $91,570 | $22,893iApproximate average salary by contribution assumption: employee only about $572,313 at 4% or $381,542 at 6%; with 50% employer match about $381,542 at 4% or $254,361 at 6%; with 100% employer match about $286,156 at 4% or $190,771 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 4 | $4,686,010 | $91,570 | $22,893iApproximate average salary by contribution assumption: employee only about $572,313 at 4% or $381,542 at 6%; with 50% employer match about $381,542 at 4% or $254,361 at 6%; with 100% employer match about $286,156 at 4% or $190,771 at 6%. |
| 2003 | 1 | 3 | $3,827,302 | $83,019 | $27,673iApproximate average salary by contribution assumption: employee only about $691,825 at 4% or $461,217 at 6%; with 50% employer match about $461,217 at 4% or $307,478 at 6%; with 100% employer match about $345,913 at 4% or $230,608 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 3 | $3,827,302 | $83,019 | $27,673iApproximate average salary by contribution assumption: employee only about $691,825 at 4% or $461,217 at 6%; with 50% employer match about $461,217 at 4% or $307,478 at 6%; with 100% employer match about $345,913 at 4% or $230,608 at 6%. |
| 2002 | 1 | 5 | $2,624,309 | $98,844 | $19,769iApproximate average salary by contribution assumption: employee only about $494,220 at 4% or $329,480 at 6%; with 50% employer match about $329,480 at 4% or $219,653 at 6%; with 100% employer match about $247,110 at 4% or $164,740 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 5 | $2,624,309 | $98,844 | $19,769iApproximate average salary by contribution assumption: employee only about $494,220 at 4% or $329,480 at 6%; with 50% employer match about $329,480 at 4% or $219,653 at 6%; with 100% employer match about $247,110 at 4% or $164,740 at 6%. |
| 2001 | 1 | 6 | $3,277,797 | $74,700 | $12,450iApproximate average salary by contribution assumption: employee only about $311,250 at 4% or $207,500 at 6%; with 50% employer match about $207,500 at 4% or $138,333 at 6%; with 100% employer match about $155,625 at 4% or $103,750 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 6 | $3,277,797 | $74,700 | $12,450iApproximate average salary by contribution assumption: employee only about $311,250 at 4% or $207,500 at 6%; with 50% employer match about $207,500 at 4% or $138,333 at 6%; with 100% employer match about $155,625 at 4% or $103,750 at 6%. |
| 2000 | 1 | 5 | $3,603,950 | $78,225 | $15,645iApproximate average salary by contribution assumption: employee only about $391,125 at 4% or $260,750 at 6%; with 50% employer match about $260,750 at 4% or $173,833 at 6%; with 100% employer match about $195,563 at 4% or $130,375 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 5 | $3,603,950 | $78,225 | $15,645iApproximate average salary by contribution assumption: employee only about $391,125 at 4% or $260,750 at 6%; with 50% employer match about $260,750 at 4% or $173,833 at 6%; with 100% employer match about $195,563 at 4% or $130,375 at 6%. |
| 1999 | 1 | 4 | $3,916,785 | $64,864 | $16,216iApproximate average salary by contribution assumption: employee only about $405,400 at 4% or $270,267 at 6%; with 50% employer match about $270,267 at 4% or $180,178 at 6%; with 100% employer match about $202,700 at 4% or $135,133 at 6%. |
| Stolper & Company Inc., Profit Sharing Plan and Trust | - | 4 | $3,916,785 | $64,864 | $16,216iApproximate average salary by contribution assumption: employee only about $405,400 at 4% or $270,267 at 6%; with 50% employer match about $270,267 at 4% or $180,178 at 6%; with 100% employer match about $202,700 at 4% or $135,133 at 6%. |