Civic Intelligence

Stephen Behrends

Plan context: Stephen Behrends Ttee Spn/Pro Plan

EIN 95-3992570 • Glendora, CA • 67 filings • 20 plans

1310 Delay AveGlendora, CA 91740-4931
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$259,570

2021 Contributions

$97,972

Historical Graphs

Total Assets Over Time

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

$1,366,576$683,288$0200020112021YearValue
$259,570Latest year 2021

Participants Over Time

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

320200020112021YearValue
1Latest year 2021

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
202131$259,570$97,972$97,972iApproximate average salary by contribution assumption: employee only about $2,449,300 at 4% or $1,632,867 at 6%; with 50% employer match about $1,632,867 at 4% or $1,088,578 at 6%; with 100% employer match about $1,224,650 at 4% or $816,433 at 6%.
Stephen Behrends Ttee Spn/Pro Plan-1$259,570$0-
MERRILL LYNCH CUSTODIAN FOR THE STEPHEN BEHRENDS MONEY PURCHASE PLAN-0$0$48,274-
Merrill Lynch Custodian for the Stephen Behrends Plan-0$0$49,698-
202032$1,366,576$88,165$44,083iApproximate average salary by contribution assumption: employee only about $1,102,063 at 4% or $734,708 at 6%; with 50% employer match about $734,708 at 4% or $489,806 at 6%; with 100% employer match about $551,031 at 4% or $367,354 at 6%.
Merrill Lynch Custodian for the Stephen Behrends Plan-2$672,224$37,785$18,893iApproximate average salary by contribution assumption: employee only about $472,313 at 4% or $314,875 at 6%; with 50% employer match about $314,875 at 4% or $209,917 at 6%; with 100% employer match about $236,156 at 4% or $157,438 at 6%.
MERRILL LYNCH CUSTODIAN FOR THE STEPHEN BEHRENDS MONEY PURCHASE PLAN-2$493,024$50,380$25,190iApproximate average salary by contribution assumption: employee only about $629,750 at 4% or $419,833 at 6%; with 50% employer match about $419,833 at 4% or $279,889 at 6%; with 100% employer match about $314,875 at 4% or $209,917 at 6%.
Stephen Behrends Ttee Spn/Pro Plan-1$201,328$0-
201932$1,267,791$78,702$39,351iApproximate average salary by contribution assumption: employee only about $983,775 at 4% or $655,850 at 6%; with 50% employer match about $655,850 at 4% or $437,233 at 6%; with 100% employer match about $491,888 at 4% or $327,925 at 6%.
Merrill Lynch Custodian for the Stephen Behrends Plan-2$632,547$33,730$16,865iApproximate average salary by contribution assumption: employee only about $421,625 at 4% or $281,083 at 6%; with 50% employer match about $281,083 at 4% or $187,389 at 6%; with 100% employer match about $210,813 at 4% or $140,542 at 6%.
MERRILL LYNCH CUSTODIAN FOR THE STEPHEN BEHRENDS MONEY PURCHASE PLAN-2$466,336$44,972$22,486iApproximate average salary by contribution assumption: employee only about $562,150 at 4% or $374,767 at 6%; with 50% employer match about $374,767 at 4% or $249,844 at 6%; with 100% employer match about $281,075 at 4% or $187,383 at 6%.
Stephen Behrends Ttee Spn/Pro Plan-1$168,908$0-
201832$1,152,542$79,320$39,660iApproximate average salary by contribution assumption: employee only about $991,500 at 4% or $661,000 at 6%; with 50% employer match about $661,000 at 4% or $440,667 at 6%; with 100% employer match about $495,750 at 4% or $330,500 at 6%.
Merrill Lynch Custodian for the Stephen Behrends Plan-2$588,178$34,101$17,051iApproximate average salary by contribution assumption: employee only about $426,263 at 4% or $284,175 at 6%; with 50% employer match about $284,175 at 4% or $189,450 at 6%; with 100% employer match about $213,131 at 4% or $142,088 at 6%.
MERRILL LYNCH CUSTODIAN FOR THE STEPHEN BEHRENDS MONEY PURCHASE PLAN-2$435,670$45,219$22,610iApproximate average salary by contribution assumption: employee only about $565,238 at 4% or $376,825 at 6%; with 50% employer match about $376,825 at 4% or $251,217 at 6%; with 100% employer match about $282,619 at 4% or $188,413 at 6%.
Stephen Behrends Ttee Spn/Pro Plan-1$128,694$0-
201732$1,079,380$22,733$11,367iApproximate average salary by contribution assumption: employee only about $284,163 at 4% or $189,442 at 6%; with 50% employer match about $189,442 at 4% or $126,294 at 6%; with 100% employer match about $142,081 at 4% or $94,721 at 6%.
Merrill Lynch Custodian for the Stephen Behrends Plan-2$545,481$0-
MERRILL LYNCH CUSTODIAN FOR THE STEPHEN BEHRENDS MONEY PURCHASE PLAN-2$406,613$22,733$11,367iApproximate average salary by contribution assumption: employee only about $284,163 at 4% or $189,442 at 6%; with 50% employer match about $189,442 at 4% or $126,294 at 6%; with 100% employer match about $142,081 at 4% or $94,721 at 6%.
Stephen Behrends Ttee Spn/Pro Plan-1$127,286$0-
201632$1,059,567$78,365$39,183iApproximate average salary by contribution assumption: employee only about $979,563 at 4% or $653,042 at 6%; with 50% employer match about $653,042 at 4% or $435,361 at 6%; with 100% employer match about $489,781 at 4% or $326,521 at 6%.
Merrill Lynch Custodian for the Stephen Behrends Plan-2$543,027$33,585$16,793iApproximate average salary by contribution assumption: employee only about $419,813 at 4% or $279,875 at 6%; with 50% employer match about $279,875 at 4% or $186,583 at 6%; with 100% employer match about $209,906 at 4% or $139,938 at 6%.
MERRILL LYNCH CUSTODIAN FOR THE STEPHEN BEHRENDS MONEY PURCHASE PLAN-2$404,954$44,780$22,390iApproximate average salary by contribution assumption: employee only about $559,750 at 4% or $373,167 at 6%; with 50% employer match about $373,167 at 4% or $248,778 at 6%; with 100% employer match about $279,875 at 4% or $186,583 at 6%.
Stephen Behrends Ttee Spn/Pro Plan-1$111,586$0-
201532$994,351$77,805$38,903iApproximate average salary by contribution assumption: employee only about $972,563 at 4% or $648,375 at 6%; with 50% employer match about $648,375 at 4% or $432,250 at 6%; with 100% employer match about $486,281 at 4% or $324,188 at 6%.
Merrill Lynch Custodian for the Stephen Behrends Plan-2$509,188$33,345$16,673iApproximate average salary by contribution assumption: employee only about $416,813 at 4% or $277,875 at 6%; with 50% employer match about $277,875 at 4% or $185,250 at 6%; with 100% employer match about $208,406 at 4% or $138,938 at 6%.
MERRILL LYNCH CUSTODIAN FOR THE STEPHEN BEHRENDS MONEY PURCHASE PLAN-2$382,630$44,460$22,230iApproximate average salary by contribution assumption: employee only about $555,750 at 4% or $370,500 at 6%; with 50% employer match about $370,500 at 4% or $247,000 at 6%; with 100% employer match about $277,875 at 4% or $185,250 at 6%.
Stephen Behrends Ttee Spn/Pro Plan-1$102,533$0-
201432$931,708$76,352$38,176iApproximate average salary by contribution assumption: employee only about $954,400 at 4% or $636,267 at 6%; with 50% employer match about $636,267 at 4% or $424,178 at 6%; with 100% employer match about $477,200 at 4% or $318,133 at 6%.
Merrill Lynch Custodian for the Stephen Behrends Plan-2$475,724$32,722$16,361iApproximate average salary by contribution assumption: employee only about $409,025 at 4% or $272,683 at 6%; with 50% employer match about $272,683 at 4% or $181,789 at 6%; with 100% employer match about $204,513 at 4% or $136,342 at 6%.
MERRILL LYNCH CUSTODIAN FOE THE STEPHEN BEHRENDS MONEY PURCHASE PLAN-2$360,545$43,630$21,815iApproximate average salary by contribution assumption: employee only about $545,375 at 4% or $363,583 at 6%; with 50% employer match about $363,583 at 4% or $242,389 at 6%; with 100% employer match about $272,688 at 4% or $181,792 at 6%.
Stephen Behrends Ttee Spn/Pro Plan-1$95,439$0-
201322$428,589$63,789$31,895iApproximate average salary by contribution assumption: employee only about $797,363 at 4% or $531,575 at 6%; with 50% employer match about $531,575 at 4% or $354,383 at 6%; with 100% employer match about $398,681 at 4% or $265,788 at 6%.
MERRILL LYNCH CUSTODIAN FOR THE STEPHEN BEHRENDS MONEY PURCHASE PLAN-2$340,917$63,789$31,895iApproximate average salary by contribution assumption: employee only about $797,363 at 4% or $531,575 at 6%; with 50% employer match about $531,575 at 4% or $354,383 at 6%; with 100% employer match about $398,681 at 4% or $265,788 at 6%.
Stephen Behrends Ttee Spn/Pro Plan-1$87,672$0-
201232$812,962$65,271$32,636iApproximate average salary by contribution assumption: employee only about $815,888 at 4% or $543,925 at 6%; with 50% employer match about $543,925 at 4% or $362,617 at 6%; with 100% employer match about $407,944 at 4% or $271,963 at 6%.
Merrill Lynch Custodian for the Stephen Behrends Plan-2$376,921$24,421$12,211iApproximate average salary by contribution assumption: employee only about $305,263 at 4% or $203,508 at 6%; with 50% employer match about $203,508 at 4% or $135,672 at 6%; with 100% employer match about $152,631 at 4% or $101,754 at 6%.
MERRILL LYNCH CUSTODIAN FOR THE STEPHEN BEHRENDS MONEY PURCHASE PLAN-2$298,259$40,850$20,425iApproximate average salary by contribution assumption: employee only about $510,625 at 4% or $340,417 at 6%; with 50% employer match about $340,417 at 4% or $226,944 at 6%; with 100% employer match about $255,313 at 4% or $170,208 at 6%.
Stephen Behrends Ttee Spn/Pro Plan-1$137,782$0-
201132$743,369$14,884$7,442iApproximate average salary by contribution assumption: employee only about $186,050 at 4% or $124,033 at 6%; with 50% employer match about $124,033 at 4% or $82,689 at 6%; with 100% employer match about $93,025 at 4% or $62,017 at 6%.
Merrill Lynch Custodian for the Stephen Behrends Plan-2$338,673$3,332$1,666iApproximate average salary by contribution assumption: employee only about $41,650 at 4% or $27,767 at 6%; with 50% employer match about $27,767 at 4% or $18,511 at 6%; with 100% employer match about $20,825 at 4% or $13,883 at 6%.
MERRILL LYNCH CUSTODIAN FOR THE STEPHEN BEHRENDS MONEY PURCHASE PLAN-2$266,811$11,552$5,776iApproximate average salary by contribution assumption: employee only about $144,400 at 4% or $96,267 at 6%; with 50% employer match about $96,267 at 4% or $64,178 at 6%; with 100% employer match about $72,200 at 4% or $48,133 at 6%.
Stephen Behrends Ttee Spn/Pro Plan-1$137,885$0-
201052$739,917$646,961$323,481iApproximate average salary by contribution assumption: employee only about $8,087,013 at 4% or $5,391,342 at 6%; with 50% employer match about $5,391,342 at 4% or $3,594,228 at 6%; with 100% employer match about $4,043,506 at 4% or $2,695,671 at 6%.
Merrill Lynch Custodian for the Stephen Behrends Plan-2$329,154$322,792$161,396iApproximate average salary by contribution assumption: employee only about $4,034,900 at 4% or $2,689,933 at 6%; with 50% employer match about $2,689,933 at 4% or $1,793,289 at 6%; with 100% employer match about $2,017,450 at 4% or $1,344,967 at 6%.
MERRILL LYNCH CUSTODIAN FOR THE STEPHEN BEHRENDS MONEY PURCHASE PLAN-2$265,486$268,903$134,452iApproximate average salary by contribution assumption: employee only about $3,361,288 at 4% or $2,240,858 at 6%; with 50% employer match about $2,240,858 at 4% or $1,493,906 at 6%; with 100% employer match about $1,680,644 at 4% or $1,120,429 at 6%.
Stephen Behrends Ttee Spn/Pro Plan-1$145,277$0-
Morgan Stanley Custodian for the Stephen Behrends Profit Sharing Plan-0$0$20,928-
Morgan Stanley Custodian for the Stephen Behrends Money Purchase Plan-0$0$34,338-
200932$612,543$64,174$32,087iApproximate average salary by contribution assumption: employee only about $802,175 at 4% or $534,783 at 6%; with 50% employer match about $534,783 at 4% or $356,522 at 6%; with 100% employer match about $401,088 at 4% or $267,392 at 6%.
Morgan Stanley Custodian for the Stephen Behrends Profit Sharing Plan-2$272,834$24,586$12,293iApproximate average salary by contribution assumption: employee only about $307,325 at 4% or $204,883 at 6%; with 50% employer match about $204,883 at 4% or $136,589 at 6%; with 100% employer match about $153,663 at 4% or $102,442 at 6%.
Morgan Stanley Custodian for the Stephen Behrends Money Purchase Plan-2$219,443$39,588$19,794iApproximate average salary by contribution assumption: employee only about $494,850 at 4% or $329,900 at 6%; with 50% employer match about $329,900 at 4% or $219,933 at 6%; with 100% employer match about $247,425 at 4% or $164,950 at 6%.
Stephen Behrends Ttee Spn/Pro Plan-1$120,266$0-
200833$680,748$1,034$345iApproximate average salary by contribution assumption: employee only about $8,617 at 4% or $5,744 at 6%; with 50% employer match about $5,744 at 4% or $3,830 at 6%; with 100% employer match about $4,308 at 4% or $2,872 at 6%.
Morgan Stanley Custodian for the Stephen Behrends Profit Sharing Plan-3$347,004--
Morgan Stanley Custodian for the Stephen Behrends Money Purchase Plan-3$240,307$1,034$345iApproximate average salary by contribution assumption: employee only about $8,617 at 4% or $5,744 at 6%; with 50% employer match about $5,744 at 4% or $3,830 at 6%; with 100% employer match about $4,308 at 4% or $2,872 at 6%.
Stephen Behrends Ttee Spn/Pro Plan-1$93,437--
200733$1,032,379$82,694$27,565iApproximate average salary by contribution assumption: employee only about $689,117 at 4% or $459,411 at 6%; with 50% employer match about $459,411 at 4% or $306,274 at 6%; with 100% employer match about $344,558 at 4% or $229,706 at 6%.
Morgan Stanley Custodian for the Stephen Behrends Profit Sharing Plan-3$525,006$49,616$16,539iApproximate average salary by contribution assumption: employee only about $413,467 at 4% or $275,644 at 6%; with 50% employer match about $275,644 at 4% or $183,763 at 6%; with 100% employer match about $206,733 at 4% or $137,822 at 6%.
Morgan Stanley Custodian for the Stephen Behrends Money Purchase Plan-3$369,600$33,078$11,026iApproximate average salary by contribution assumption: employee only about $275,650 at 4% or $183,767 at 6%; with 50% employer match about $183,767 at 4% or $122,511 at 6%; with 100% employer match about $137,825 at 4% or $91,883 at 6%.
Stephen Behrends Ttee Spn/Pro Plan-1$137,773--
200633$887,525$8,255$2,752iApproximate average salary by contribution assumption: employee only about $68,792 at 4% or $45,861 at 6%; with 50% employer match about $45,861 at 4% or $30,574 at 6%; with 100% employer match about $34,396 at 4% or $22,931 at 6%.
Morgan Stanley Custodian for the Stephen Behrends Profit Sharing Plan-3$448,542$4,953$1,651iApproximate average salary by contribution assumption: employee only about $41,275 at 4% or $27,517 at 6%; with 50% employer match about $27,517 at 4% or $18,344 at 6%; with 100% employer match about $20,638 at 4% or $13,758 at 6%.
Morgan Stanley Custodian for the Stephen Behrends Money Purchase Plan-3$303,834$3,302$1,101iApproximate average salary by contribution assumption: employee only about $27,517 at 4% or $18,344 at 6%; with 50% employer match about $18,344 at 4% or $12,230 at 6%; with 100% employer match about $13,758 at 4% or $9,172 at 6%.
Stephen Behrends Ttee Spn/Pro Plan-1$135,149--
200533$779,676$38,923$12,974iApproximate average salary by contribution assumption: employee only about $324,358 at 4% or $216,239 at 6%; with 50% employer match about $216,239 at 4% or $144,159 at 6%; with 100% employer match about $162,179 at 4% or $108,119 at 6%.
Morgan Stanley Custodian for the Stephen Behrends Profit Sharing Plan-3$391,196$23,354$7,785iApproximate average salary by contribution assumption: employee only about $194,617 at 4% or $129,744 at 6%; with 50% employer match about $129,744 at 4% or $86,496 at 6%; with 100% employer match about $97,308 at 4% or $64,872 at 6%.
Morgan Stanley Custodian for the Stephen Behrends Money Purchase Plan-3$259,511$15,569$5,190iApproximate average salary by contribution assumption: employee only about $129,742 at 4% or $86,494 at 6%; with 50% employer match about $86,494 at 4% or $57,663 at 6%; with 100% employer match about $64,871 at 4% or $43,247 at 6%.
Stephen Behrends Ttee Spn/Pro Plan-1$128,969--
200433$652,394$43,573$14,524iApproximate average salary by contribution assumption: employee only about $363,108 at 4% or $242,072 at 6%; with 50% employer match about $242,072 at 4% or $161,381 at 6%; with 100% employer match about $181,554 at 4% or $121,036 at 6%.
Morgan Stanley Custodian for the Stephen Behrends Profit Sharing Plan-3$321,362$30,544$10,181iApproximate average salary by contribution assumption: employee only about $254,533 at 4% or $169,689 at 6%; with 50% employer match about $169,689 at 4% or $113,126 at 6%; with 100% employer match about $127,267 at 4% or $84,844 at 6%.
Morgan Stanley Custodian for the Stephen Behrends Money Purchase Plan-3$207,509$13,029$4,343iApproximate average salary by contribution assumption: employee only about $108,575 at 4% or $72,383 at 6%; with 50% employer match about $72,383 at 4% or $48,256 at 6%; with 100% employer match about $54,288 at 4% or $36,192 at 6%.
Stephen Behrends Ttee Spn/Pro Plan-1$123,523--
200333$579,564$139,254$46,418iApproximate average salary by contribution assumption: employee only about $1,160,450 at 4% or $773,633 at 6%; with 50% employer match about $773,633 at 4% or $515,756 at 6%; with 100% employer match about $580,225 at 4% or $386,817 at 6%.
Morgan Stanley Custodian for the Stephen Behrends Profit Sharing Plan-3$287,597$36,675$12,225iApproximate average salary by contribution assumption: employee only about $305,625 at 4% or $203,750 at 6%; with 50% employer match about $203,750 at 4% or $135,833 at 6%; with 100% employer match about $152,813 at 4% or $101,875 at 6%.
Morgan Stanley Custodian for the Stephen Behrends Money Purchase Plan-3$183,144$18,270$6,090iApproximate average salary by contribution assumption: employee only about $152,250 at 4% or $101,500 at 6%; with 50% employer match about $101,500 at 4% or $67,667 at 6%; with 100% employer match about $76,125 at 4% or $50,750 at 6%.
Stephen Behrends Ttee Spn/Pro Plan-1$108,823$84,309$84,309iApproximate average salary by contribution assumption: employee only about $2,107,725 at 4% or $1,405,150 at 6%; with 50% employer match about $1,405,150 at 4% or $936,767 at 6%; with 100% employer match about $1,053,863 at 4% or $702,575 at 6%.
200233$133,642$30,137$10,046iApproximate average salary by contribution assumption: employee only about $251,142 at 4% or $167,428 at 6%; with 50% employer match about $167,428 at 4% or $111,619 at 6%; with 100% employer match about $125,571 at 4% or $83,714 at 6%.
Morgan Stanley Custodian for the Stephen Behrends Money Purchase Plan-3$133,642$30,137$10,046iApproximate average salary by contribution assumption: employee only about $251,142 at 4% or $167,428 at 6%; with 50% employer match about $167,428 at 4% or $111,619 at 6%; with 100% employer match about $125,571 at 4% or $83,714 at 6%.
US BANCORP PIPER JAFFRAY CUSTODIAN FOR THE STEPHEN BEHRENDS PROFIT SHARING PLAN-1---
Morgan Stanley Custodian for the Stephen Behrends Profit Sharing Plan-3---
200132$0$0-
US BANCORP PIPER JAFFRAY CUSTODIAN FOR THE STEPHEN BEHRENDS PROFIT SHARING PLAN-1---
Morgan Stanley Custodian for the Stephen Behrends Money Purchase Plan-2---
Morgan Stanley Custodian for the Stephen Behrends Profit Sharing Plan-2---
200032$604,636$61,817$30,909iApproximate average salary by contribution assumption: employee only about $772,713 at 4% or $515,142 at 6%; with 50% employer match about $515,142 at 4% or $343,428 at 6%; with 100% employer match about $386,356 at 4% or $257,571 at 6%.
Morgan Stanley Custodian for the Stephen Behrends Profit Sharing Plan-2$267,348$15,440$7,720iApproximate average salary by contribution assumption: employee only about $193,000 at 4% or $128,667 at 6%; with 50% employer match about $128,667 at 4% or $85,778 at 6%; with 100% employer match about $96,500 at 4% or $64,333 at 6%.
US BANCORP PIPER PAFFRAY CUSTODIAN FOR THE STEPHEN BEHRENDS PROFIT SHARING PLAN-1$184,350$29,417$29,417iApproximate average salary by contribution assumption: employee only about $735,425 at 4% or $490,283 at 6%; with 50% employer match about $490,283 at 4% or $326,856 at 6%; with 100% employer match about $367,713 at 4% or $245,142 at 6%.
Morgan Stanley Custodian for the Stephen Behrends Money Purchase Plan-2$152,938$16,960$8,480iApproximate average salary by contribution assumption: employee only about $212,000 at 4% or $141,333 at 6%; with 50% employer match about $141,333 at 4% or $94,222 at 6%; with 100% employer match about $106,000 at 4% or $70,667 at 6%.