D. R. Stockwell & Co. Inc.
Plan context: D.R. STOCKWELL & CO., INC. 401(K) PLAN
EIN 95-4499314 • Fullerton, CA • 17 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
5
2018 Assets
$1,876,915
2018 Contributions
$4,302,312
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| D.R. STOCKWELL & CO., INC. 401(K) PLAN | - | 0 | $0 | $0 | - |
| 2017 | 1 | 5 | $1,876,915 | $0 | - |
| D.R. STOCKWELL & CO., INC. 401(K) PLAN | - | 5 | $1,876,915 | $0 | - |
| 2016 | 1 | 5 | $1,528,265 | $0 | - |
| D.R. STOCKWELL & CO., INC. 401(K) PLAN | - | 5 | $1,528,265 | $0 | - |
| 2015 | 1 | 5 | $1,418,237 | $0 | - |
| D.R. STOCKWELL & CO., INC. 401(K) PLAN | - | 5 | $1,418,237 | $0 | - |
| 2014 | 1 | 5 | $1,866,255 | $0 | - |
| D.R. STOCKWELL & CO., INC. 401(K) PLAN | - | 5 | $1,866,255 | $0 | - |
| 2011 | 1 | 5 | $4,130,202 | $4,302,312 | $860,462iApproximate average salary by contribution assumption: employee only about $21,511,560 at 4% or $14,341,040 at 6%; with 50% employer match about $14,341,040 at 4% or $9,560,693 at 6%; with 100% employer match about $10,755,780 at 4% or $7,170,520 at 6%. |
| D.R. STOCKWELL & CO., INC. 401(K) PLAN | - | 5 | $4,130,202 | $4,302,312 | $860,462iApproximate average salary by contribution assumption: employee only about $21,511,560 at 4% or $14,341,040 at 6%; with 50% employer match about $14,341,040 at 4% or $9,560,693 at 6%; with 100% employer match about $10,755,780 at 4% or $7,170,520 at 6%. |
| 2010 | 1 | 0 | $0 | $0 | - |
| D. R. Stockwell & Co. Inc. Defined Benefit Pension Plan | - | 0 | $0 | $0 | - |
| 2009 | 1 | 6 | $3,866,274 | $0 | - |
| D. R. Stockwell & Co. Inc. Defined Benefit Pension Plan | - | 6 | $3,866,274 | $0 | - |
| 2008 | 1 | 5 | $0 | $0 | - |
| D. R. Stockwell & Co. Inc. Defined Benefit Pension Plan | - | 5 | - | - | - |
| 2006 | 1 | 6 | $4,091,228 | $0 | - |
| D. R. Stockwell & Co. Inc. Defined Benefit Pension Plan | - | 6 | $4,091,228 | - | - |
| 2005 | 1 | 6 | $3,621,214 | $290,000 | $48,333iApproximate average salary by contribution assumption: employee only about $1,208,333 at 4% or $805,556 at 6%; with 50% employer match about $805,556 at 4% or $537,037 at 6%; with 100% employer match about $604,167 at 4% or $402,778 at 6%. |
| D. R. Stockwell & Co. Inc. Defined Benefit Pension Plan | - | 6 | $3,621,214 | $290,000 | $48,333iApproximate average salary by contribution assumption: employee only about $1,208,333 at 4% or $805,556 at 6%; with 50% employer match about $805,556 at 4% or $537,037 at 6%; with 100% employer match about $604,167 at 4% or $402,778 at 6%. |
| 2004 | 1 | 6 | $3,150,862 | $177,685 | $29,614iApproximate average salary by contribution assumption: employee only about $740,354 at 4% or $493,569 at 6%; with 50% employer match about $493,569 at 4% or $329,046 at 6%; with 100% employer match about $370,177 at 4% or $246,785 at 6%. |
| D. R. Stockwell & Co. Inc. Defined Benefit Pension Plan | - | 6 | $3,150,862 | $177,685 | $29,614iApproximate average salary by contribution assumption: employee only about $740,354 at 4% or $493,569 at 6%; with 50% employer match about $493,569 at 4% or $329,046 at 6%; with 100% employer match about $370,177 at 4% or $246,785 at 6%. |
| 2003 | 1 | 6 | $0 | $0 | - |
| D. R. Stockwell & Co. Inc. Defined Benefit Pension Plan | - | 6 | - | - | - |
| 2002 | 1 | 6 | $0 | $0 | - |
| D. R. Stockwell & Co. Inc. Defined Benefit Pension Plan | - | 6 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| D. R. Stockwell & Co. Inc. Defined Benefit Pension Plan | - | 3 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| D. R. Stockwell & Co. Inc. Defined Benefit Pension Plan | - | 4 | - | - | - |
| 1999 | 1 | 4 | $1,255,721 | $266,852 | $66,713iApproximate average salary by contribution assumption: employee only about $1,667,825 at 4% or $1,111,883 at 6%; with 50% employer match about $1,111,883 at 4% or $741,256 at 6%; with 100% employer match about $833,913 at 4% or $555,942 at 6%. |
| D. R. Stockwell & Co. Inc. Defined Benefit Pension Plan | - | 4 | $1,255,721 | $266,852 | $66,713iApproximate average salary by contribution assumption: employee only about $1,667,825 at 4% or $1,111,883 at 6%; with 50% employer match about $1,111,883 at 4% or $741,256 at 6%; with 100% employer match about $833,913 at 4% or $555,942 at 6%. |