Harold Steven'S Jeweler'S Inc
Plan context: Harold Stevens Jewelers Inc. Profit Sharing Plan
EIN 95-3399456 • San Diego, CA • 35 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$4,280,472
2024 Contributions
$115,755
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 | 9 | $4,280,472 | $115,755 | $12,862iApproximate average salary by contribution assumption: employee only about $321,542 at 4% or $214,361 at 6%; with 50% employer match about $214,361 at 4% or $142,907 at 6%; with 100% employer match about $160,771 at 4% or $107,181 at 6%. |
| Harold Stevens Jewelers Inc. Profit Sharing Plan | - | 7 | $2,596,625 | $115,755 | $16,536iApproximate average salary by contribution assumption: employee only about $413,411 at 4% or $275,607 at 6%; with 50% employer match about $275,607 at 4% or $183,738 at 6%; with 100% employer match about $206,705 at 4% or $137,804 at 6%. |
| Harold Steven'S Jeweler'S Inc Defined Benefit Pension Plan | - | 9 | $1,683,847 | $0 | - |
| 2023 | 2 | 11 | $4,146,825 | $103,089 | $9,372iApproximate average salary by contribution assumption: employee only about $234,293 at 4% or $156,195 at 6%; with 50% employer match about $156,195 at 4% or $104,130 at 6%; with 100% employer match about $117,147 at 4% or $78,098 at 6%. |
| Harold Stevens Jewelers Inc. Profit Sharing Plan | - | 11 | $2,393,704 | $103,089 | $9,372iApproximate average salary by contribution assumption: employee only about $234,293 at 4% or $156,195 at 6%; with 50% employer match about $156,195 at 4% or $104,130 at 6%; with 100% employer match about $117,147 at 4% or $78,098 at 6%. |
| Harold Steven'S Jeweler'S Inc Defined Benefit Pension Plan | - | 10 | $1,753,121 | $0 | - |
| 2022 | 2 | 11 | $3,703,868 | $109,098 | $9,918iApproximate average salary by contribution assumption: employee only about $247,950 at 4% or $165,300 at 6%; with 50% employer match about $165,300 at 4% or $110,200 at 6%; with 100% employer match about $123,975 at 4% or $82,650 at 6%. |
| Harold Stevens Jewelers Inc. Profit Sharing Plan | - | 11 | $2,070,079 | $109,098 | $9,918iApproximate average salary by contribution assumption: employee only about $247,950 at 4% or $165,300 at 6%; with 50% employer match about $165,300 at 4% or $110,200 at 6%; with 100% employer match about $123,975 at 4% or $82,650 at 6%. |
| Harold Steven'S Jeweler'S Inc Defined Benefit Pension Plan | - | 10 | $1,633,789 | $0 | - |
| 2021 | 2 | 11 | $4,420,238 | $112,102 | $10,191iApproximate average salary by contribution assumption: employee only about $254,777 at 4% or $169,852 at 6%; with 50% employer match about $169,852 at 4% or $113,234 at 6%; with 100% employer match about $127,389 at 4% or $84,926 at 6%. |
| Harold Stevens Jewelers Inc. Profit Sharing Plan | - | 11 | $2,468,116 | $112,102 | $10,191iApproximate average salary by contribution assumption: employee only about $254,777 at 4% or $169,852 at 6%; with 50% employer match about $169,852 at 4% or $113,234 at 6%; with 100% employer match about $127,389 at 4% or $84,926 at 6%. |
| Harold Steven'S Jeweler'S Inc Defined Benefit Pension Plan | - | 10 | $1,952,122 | $0 | - |
| 2020 | 2 | 11 | $4,011,210 | $120,951 | $10,996iApproximate average salary by contribution assumption: employee only about $274,889 at 4% or $183,259 at 6%; with 50% employer match about $183,259 at 4% or $122,173 at 6%; with 100% employer match about $137,444 at 4% or $91,630 at 6%. |
| Harold Stevens Jewelers Inc. Profit Sharing Plan | - | 11 | $2,243,314 | $120,951 | $10,996iApproximate average salary by contribution assumption: employee only about $274,889 at 4% or $183,259 at 6%; with 50% employer match about $183,259 at 4% or $122,173 at 6%; with 100% employer match about $137,444 at 4% or $91,630 at 6%. |
| Harold Steven'S Jeweler'S Inc Defined Benefit Pension Plan | - | 10 | $1,767,896 | $0 | - |
| 2019 | 2 | 9 | $3,477,871 | $251,968 | $27,996iApproximate average salary by contribution assumption: employee only about $699,911 at 4% or $466,607 at 6%; with 50% employer match about $466,607 at 4% or $311,072 at 6%; with 100% employer match about $349,956 at 4% or $233,304 at 6%. |
| Harold Stevens Jewelers Inc. Profit Sharing Plan | - | 5 | $1,886,897 | $91,968 | $18,394iApproximate average salary by contribution assumption: employee only about $459,840 at 4% or $306,560 at 6%; with 50% employer match about $306,560 at 4% or $204,373 at 6%; with 100% employer match about $229,920 at 4% or $153,280 at 6%. |
| Harold Steven'S Jeweler'S Inc Defined Benefit Pension Plan | - | 9 | $1,590,974 | $160,000 | $17,778iApproximate average salary by contribution assumption: employee only about $444,444 at 4% or $296,296 at 6%; with 50% employer match about $296,296 at 4% or $197,531 at 6%; with 100% employer match about $222,222 at 4% or $148,148 at 6%. |
| 2018 | 2 | 10 | $2,531,894 | $512,296 | $51,230iApproximate average salary by contribution assumption: employee only about $1,280,740 at 4% or $853,827 at 6%; with 50% employer match about $853,827 at 4% or $569,218 at 6%; with 100% employer match about $640,370 at 4% or $426,913 at 6%. |
| Harold Steven'S Jeweler'S Inc Defined Benefit Pension Plan | - | 10 | $1,309,004 | $400,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Harold Stevens Jewelers Inc. Profit Sharing Plan | - | 9 | $1,222,890 | $112,296 | $12,477iApproximate average salary by contribution assumption: employee only about $311,933 at 4% or $207,956 at 6%; with 50% employer match about $207,956 at 4% or $138,637 at 6%; with 100% employer match about $155,967 at 4% or $103,978 at 6%. |
| 2017 | 2 | 9 | $2,141,897 | $216,241 | $24,027iApproximate average salary by contribution assumption: employee only about $600,669 at 4% or $400,446 at 6%; with 50% employer match about $400,446 at 4% or $266,964 at 6%; with 100% employer match about $300,335 at 4% or $200,223 at 6%. |
| Harold Stevens Jewelers Inc. Profit Sharing Plan | - | 9 | $1,212,932 | $112,241 | $12,471iApproximate average salary by contribution assumption: employee only about $311,781 at 4% or $207,854 at 6%; with 50% employer match about $207,854 at 4% or $138,569 at 6%; with 100% employer match about $155,890 at 4% or $103,927 at 6%. |
| Harold Steven'S Jeweler'S Inc Defined Benefit Pension Plan | - | 9 | $928,965 | $104,000 | $11,556iApproximate average salary by contribution assumption: employee only about $288,889 at 4% or $192,593 at 6%; with 50% employer match about $192,593 at 4% or $128,395 at 6%; with 100% employer match about $144,444 at 4% or $96,296 at 6%. |
| 2016 | 2 | 9 | $1,712,405 | $180,632 | $20,070iApproximate average salary by contribution assumption: employee only about $501,756 at 4% or $334,504 at 6%; with 50% employer match about $334,504 at 4% or $223,002 at 6%; with 100% employer match about $250,878 at 4% or $167,252 at 6%. |
| Harold Stevens Jewelers Inc. Profit Sharing Plan | - | 9 | $964,461 | $109,110 | $12,123iApproximate average salary by contribution assumption: employee only about $303,083 at 4% or $202,056 at 6%; with 50% employer match about $202,056 at 4% or $134,704 at 6%; with 100% employer match about $151,542 at 4% or $101,028 at 6%. |
| Harold Steven'S Jeweler'S Inc Defined Benefit Pension Plan | - | 9 | $747,944 | $71,522 | $7,947iApproximate average salary by contribution assumption: employee only about $198,672 at 4% or $132,448 at 6%; with 50% employer match about $132,448 at 4% or $88,299 at 6%; with 100% employer match about $99,336 at 4% or $66,224 at 6%. |
| 2015 | 2 | 9 | $1,428,423 | $150,388 | $16,710iApproximate average salary by contribution assumption: employee only about $417,744 at 4% or $278,496 at 6%; with 50% employer match about $278,496 at 4% or $185,664 at 6%; with 100% employer match about $208,872 at 4% or $139,248 at 6%. |
| Harold Stevens Jewelers Inc. Profit Sharing Plan | - | 9 | $830,166 | $101,327 | $11,259iApproximate average salary by contribution assumption: employee only about $281,464 at 4% or $187,643 at 6%; with 50% employer match about $187,643 at 4% or $125,095 at 6%; with 100% employer match about $140,732 at 4% or $93,821 at 6%. |
| Harold Steven'S Jeweler'S Inc Defined Benefit Pension Plan | - | 9 | $598,257 | $49,061 | $5,451iApproximate average salary by contribution assumption: employee only about $136,281 at 4% or $90,854 at 6%; with 50% employer match about $90,854 at 4% or $60,569 at 6%; with 100% employer match about $68,140 at 4% or $45,427 at 6%. |
| 2014 | 2 | 9 | $1,247,929 | $253,988 | $28,221iApproximate average salary by contribution assumption: employee only about $705,522 at 4% or $470,348 at 6%; with 50% employer match about $470,348 at 4% or $313,565 at 6%; with 100% employer match about $352,761 at 4% or $235,174 at 6%. |
| Harold Stevens Jewelers Inc. Profit Sharing Plan | - | 9 | $701,836 | $78,988 | $8,776iApproximate average salary by contribution assumption: employee only about $219,411 at 4% or $146,274 at 6%; with 50% employer match about $146,274 at 4% or $97,516 at 6%; with 100% employer match about $109,706 at 4% or $73,137 at 6%. |
| Harold Steven'S Jeweler'S Inc Defined Benefit Pension Plan | - | 6 | $546,093 | $175,000 | $29,167iApproximate average salary by contribution assumption: employee only about $729,167 at 4% or $486,111 at 6%; with 50% employer match about $486,111 at 4% or $324,074 at 6%; with 100% employer match about $364,583 at 4% or $243,056 at 6%. |
| 2013 | 2 | 9 | $955,917 | $121,975 | $13,553iApproximate average salary by contribution assumption: employee only about $338,819 at 4% or $225,880 at 6%; with 50% employer match about $225,880 at 4% or $150,586 at 6%; with 100% employer match about $169,410 at 4% or $112,940 at 6%. |
| Harold Stevens Jewelers Inc. Profit Sharing Plan | - | 9 | $593,936 | $11,975 | $1,331iApproximate average salary by contribution assumption: employee only about $33,264 at 4% or $22,176 at 6%; with 50% employer match about $22,176 at 4% or $14,784 at 6%; with 100% employer match about $16,632 at 4% or $11,088 at 6%. |
| Harold Steven'S Jeweler'S Inc Defined Benefit Pension Plan | - | 6 | $361,981 | $110,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |
| 2012 | 2 | 8 | $791,567 | $341,100 | $42,638iApproximate average salary by contribution assumption: employee only about $1,065,938 at 4% or $710,625 at 6%; with 50% employer match about $710,625 at 4% or $473,750 at 6%; with 100% employer match about $532,969 at 4% or $355,313 at 6%. |
| Harold Stevens Jewelers Inc. Profit Sharing Plan | - | 8 | $545,385 | $94,918 | $11,865iApproximate average salary by contribution assumption: employee only about $296,619 at 4% or $197,746 at 6%; with 50% employer match about $197,746 at 4% or $131,831 at 6%; with 100% employer match about $148,309 at 4% or $98,873 at 6%. |
| Harold Steven'S Jeweler'S Inc Defined Benefit Pension Plan | - | 6 | $246,182 | $246,182 | $41,030iApproximate average salary by contribution assumption: employee only about $1,025,758 at 4% or $683,839 at 6%; with 50% employer match about $683,839 at 4% or $455,893 at 6%; with 100% employer match about $512,879 at 4% or $341,919 at 6%. |
| 2011 | 1 | 6 | $418,231 | $67,951 | $11,325iApproximate average salary by contribution assumption: employee only about $283,129 at 4% or $188,753 at 6%; with 50% employer match about $188,753 at 4% or $125,835 at 6%; with 100% employer match about $141,565 at 4% or $94,376 at 6%. |
| Harold Stevens Jewelers Inc. Profit Sharing Plan | - | 6 | $418,231 | $67,951 | $11,325iApproximate average salary by contribution assumption: employee only about $283,129 at 4% or $188,753 at 6%; with 50% employer match about $188,753 at 4% or $125,835 at 6%; with 100% employer match about $141,565 at 4% or $94,376 at 6%. |
| 2010 | 1 | 6 | $357,390 | $52,695 | $8,783iApproximate average salary by contribution assumption: employee only about $219,563 at 4% or $146,375 at 6%; with 50% employer match about $146,375 at 4% or $97,583 at 6%; with 100% employer match about $109,781 at 4% or $73,188 at 6%. |
| Harold Stevens Jewelers Inc. Profit Sharing Plan | - | 6 | $357,390 | $52,695 | $8,783iApproximate average salary by contribution assumption: employee only about $219,563 at 4% or $146,375 at 6%; with 50% employer match about $146,375 at 4% or $97,583 at 6%; with 100% employer match about $109,781 at 4% or $73,188 at 6%. |
| 2009 | 1 | 8 | $319,287 | $56,570 | $7,071iApproximate average salary by contribution assumption: employee only about $176,781 at 4% or $117,854 at 6%; with 50% employer match about $117,854 at 4% or $78,569 at 6%; with 100% employer match about $88,391 at 4% or $58,927 at 6%. |
| Harold Stevens Jewelers Inc. Profit Sharing Plan | - | 8 | $319,287 | $56,570 | $7,071iApproximate average salary by contribution assumption: employee only about $176,781 at 4% or $117,854 at 6%; with 50% employer match about $117,854 at 4% or $78,569 at 6%; with 100% employer match about $88,391 at 4% or $58,927 at 6%. |
| 2008 | 1 | 4 | $222,790 | $81,343 | $20,336iApproximate average salary by contribution assumption: employee only about $508,394 at 4% or $338,929 at 6%; with 50% employer match about $338,929 at 4% or $225,953 at 6%; with 100% employer match about $254,197 at 4% or $169,465 at 6%. |
| Harold Stevens Jewelers Inc. Profit Sharing Plan | - | 4 | $222,790 | $81,343 | $20,336iApproximate average salary by contribution assumption: employee only about $508,394 at 4% or $338,929 at 6%; with 50% employer match about $338,929 at 4% or $225,953 at 6%; with 100% employer match about $254,197 at 4% or $169,465 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Harold Stevens Jewelers Inc. Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 1 | 6 | $0 | $0 | - |
| Harold Stevens Jewelers Inc. Profit Sharing Plan | - | 6 | - | - | - |
| 2005 | 1 | 5 | $0 | $0 | - |
| Harold Stevens Jewelers Inc. Profit Sharing Plan | - | 5 | - | - | - |
| 2004 | 1 | 7 | $92,433 | $51,713 | $7,388iApproximate average salary by contribution assumption: employee only about $184,689 at 4% or $123,126 at 6%; with 50% employer match about $123,126 at 4% or $82,084 at 6%; with 100% employer match about $92,345 at 4% or $61,563 at 6%. |
| Harold Stevens Jewelers Inc. Profit Sharing Plan | - | 7 | $92,433 | $51,713 | $7,388iApproximate average salary by contribution assumption: employee only about $184,689 at 4% or $123,126 at 6%; with 50% employer match about $123,126 at 4% or $82,084 at 6%; with 100% employer match about $92,345 at 4% or $61,563 at 6%. |
| 2003 | 1 | 4 | $0 | $0 | - |
| Harold Stevens Jewelers Inc. Profit Sharing Plan | - | 4 | - | - | - |