W. P. Stewart & Co. Ltd.
Plan context: W. P. STEWART & CO., LTD. EMPLOYEES' RETIREMENT PLAN
EIN 98-0201080 • New York, NY • 31 filings • 5 plans
Current Snapshot
Latest Year
2014
2014 Participants
41
2014 Assets
$19,767,607
2014 Contributions
$494,957
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 |
|---|---|---|---|---|---|
| 2014 | 2 | 0 | $0 | $0 | - |
| W. P. STEWART & CO., LTD. EMPLOYEES' RETIREMENT PLAN | - | 0 | $0 | - | - |
| W. P. Stewart & Co. Ltd. Employees Pension Plan | - | 0 | $0 | $0 | - |
| 2013 | 2 | 41 | $19,767,607 | $494,957 | $12,072iApproximate average salary by contribution assumption: employee only about $301,803 at 4% or $201,202 at 6%; with 50% employer match about $201,202 at 4% or $134,135 at 6%; with 100% employer match about $150,902 at 4% or $100,601 at 6%. |
| W. P. STEWART & CO., LTD. EMPLOYEES' RETIREMENT PLAN | - | 41 | $16,644,537 | $494,957 | $12,072iApproximate average salary by contribution assumption: employee only about $301,803 at 4% or $201,202 at 6%; with 50% employer match about $201,202 at 4% or $134,135 at 6%; with 100% employer match about $150,902 at 4% or $100,601 at 6%. |
| W. P. Stewart & Co. Ltd. Employees Pension Plan | - | 35 | $3,123,070 | $0 | - |
| 2012 | 2 | 27 | $16,269,454 | $503,302 | $18,641iApproximate average salary by contribution assumption: employee only about $466,020 at 4% or $310,680 at 6%; with 50% employer match about $310,680 at 4% or $207,120 at 6%; with 100% employer match about $233,010 at 4% or $155,340 at 6%. |
| W. P. STEWART & CO., LTD. EMPLOYEES' RETIREMENT PLAN | - | 27 | $13,565,633 | $503,302 | $18,641iApproximate average salary by contribution assumption: employee only about $466,020 at 4% or $310,680 at 6%; with 50% employer match about $310,680 at 4% or $207,120 at 6%; with 100% employer match about $233,010 at 4% or $155,340 at 6%. |
| W. P. Stewart & Co. Ltd. Employees Pension Plan | - | 23 | $2,703,821 | - | - |
| 2011 | 2 | 33 | $21,612,851 | $464,830 | $14,086iApproximate average salary by contribution assumption: employee only about $352,144 at 4% or $234,763 at 6%; with 50% employer match about $234,763 at 4% or $156,508 at 6%; with 100% employer match about $176,072 at 4% or $117,381 at 6%. |
| W. P. STEWART & CO., LTD. EMPLOYEES' RETIREMENT PLAN | - | 33 | $18,525,160 | $464,830 | $14,086iApproximate average salary by contribution assumption: employee only about $352,144 at 4% or $234,763 at 6%; with 50% employer match about $234,763 at 4% or $156,508 at 6%; with 100% employer match about $176,072 at 4% or $117,381 at 6%. |
| W. P. Stewart & Co. Ltd. Employees Pension Plan | - | 29 | $3,087,691 | - | - |
| 2010 | 2 | 57 | $21,969,967 | $1,084,159 | $19,020iApproximate average salary by contribution assumption: employee only about $475,508 at 4% or $317,006 at 6%; with 50% employer match about $317,006 at 4% or $211,337 at 6%; with 100% employer match about $237,754 at 4% or $158,503 at 6%. |
| W. P. STEWART & CO., LTD. EMPLOYEES' RETIREMENT PLAN | - | 57 | $18,539,682 | $529,811 | $9,295iApproximate average salary by contribution assumption: employee only about $232,373 at 4% or $154,915 at 6%; with 50% employer match about $154,915 at 4% or $103,277 at 6%; with 100% employer match about $116,187 at 4% or $77,458 at 6%. |
| W. P. Stewart & Co. Ltd. Employees Pension Plan | - | 57 | $3,430,285 | $554,348 | $9,725iApproximate average salary by contribution assumption: employee only about $243,135 at 4% or $162,090 at 6%; with 50% employer match about $162,090 at 4% or $108,060 at 6%; with 100% employer match about $121,568 at 4% or $81,045 at 6%. |
| 2009 | 2 | 59 | $21,017,239 | $1,030,249 | $17,462iApproximate average salary by contribution assumption: employee only about $436,546 at 4% or $291,031 at 6%; with 50% employer match about $291,031 at 4% or $194,021 at 6%; with 100% employer match about $218,273 at 4% or $145,515 at 6%. |
| W. P. STEWART & CO., LTD. EMPLOYEES' RETIREMENT PLAN | - | 59 | $17,892,468 | $509,857 | $8,642iApproximate average salary by contribution assumption: employee only about $216,041 at 4% or $144,027 at 6%; with 50% employer match about $144,027 at 4% or $96,018 at 6%; with 100% employer match about $108,021 at 4% or $72,014 at 6%. |
| W. P. Stewart & Co. Ltd. Employees Pension Plan | - | 59 | $3,124,771 | $520,392 | $8,820iApproximate average salary by contribution assumption: employee only about $220,505 at 4% or $147,003 at 6%; with 50% employer match about $147,003 at 4% or $98,002 at 6%; with 100% employer match about $110,253 at 4% or $73,502 at 6%. |
| 2008 | 2 | 33 | $0 | $0 | - |
| W. P. STEWART & CO., LTD. EMPLOYEES RETIREMENT PLAN | - | 33 | - | - | - |
| W. P. Stewart & Co. Ltd. Employees Pension Plan | - | 33 | - | - | - |
| 2007 | 2 | 47 | $0 | $0 | - |
| W. P. STEWART & CO., LTD. EMPLOYEES RETIREMENT PLAN | - | 47 | - | - | - |
| W. P. Stewart & Co. Ltd. Employees Pension Plan | - | 47 | - | - | - |
| 2006 | 2 | 57 | $26,559,726 | $1,816,252 | $31,864iApproximate average salary by contribution assumption: employee only about $796,602 at 4% or $531,068 at 6%; with 50% employer match about $531,068 at 4% or $354,045 at 6%; with 100% employer match about $398,301 at 4% or $265,534 at 6%. |
| W. P. STEWART & CO., LTD. EMPLOYEES RETIREMENT PLAN | - | 57 | $22,664,881 | $1,276,179 | $22,389iApproximate average salary by contribution assumption: employee only about $559,728 at 4% or $373,152 at 6%; with 50% employer match about $373,152 at 4% or $248,768 at 6%; with 100% employer match about $279,864 at 4% or $186,576 at 6%. |
| W. P. Stewart & Co. Ltd. Employees Pension Plan | - | 57 | $3,894,845 | $540,073 | $9,475iApproximate average salary by contribution assumption: employee only about $236,874 at 4% or $157,916 at 6%; with 50% employer match about $157,916 at 4% or $105,277 at 6%; with 100% employer match about $118,437 at 4% or $78,958 at 6%. |
| 2005 | 2 | 60 | $27,400,591 | $1,873,067 | $31,218iApproximate average salary by contribution assumption: employee only about $780,445 at 4% or $520,296 at 6%; with 50% employer match about $520,296 at 4% or $346,864 at 6%; with 100% employer match about $390,222 at 4% or $260,148 at 6%. |
| W. P. STEWART & CO., LTD. EMPLOYEES RETIREMENT PLAN | - | 60 | $23,723,960 | $1,337,944 | $22,299iApproximate average salary by contribution assumption: employee only about $557,477 at 4% or $371,651 at 6%; with 50% employer match about $371,651 at 4% or $247,767 at 6%; with 100% employer match about $278,738 at 4% or $185,826 at 6%. |
| W. P. Stewart & Co. Ltd. Employees Pension Plan | - | 60 | $3,676,631 | $535,123 | $8,919iApproximate average salary by contribution assumption: employee only about $222,968 at 4% or $148,645 at 6%; with 50% employer match about $148,645 at 4% or $99,097 at 6%; with 100% employer match about $111,484 at 4% or $74,323 at 6%. |
| 2004 | 2 | 63 | $25,937,248 | $1,823,671 | $28,947iApproximate average salary by contribution assumption: employee only about $723,679 at 4% or $482,453 at 6%; with 50% employer match about $482,453 at 4% or $321,635 at 6%; with 100% employer match about $361,839 at 4% or $241,226 at 6%. |
| W. P. STEWART & CO., LTD. EMPLOYEES RETIREMENT PLAN | - | 63 | $22,821,075 | $1,348,220 | $21,400iApproximate average salary by contribution assumption: employee only about $535,008 at 4% or $356,672 at 6%; with 50% employer match about $356,672 at 4% or $237,781 at 6%; with 100% employer match about $267,504 at 4% or $178,336 at 6%. |
| W. P. Stewart & Co. Ltd. Employees Pension Plan | - | 63 | $3,116,173 | $475,451 | $7,547iApproximate average salary by contribution assumption: employee only about $188,671 at 4% or $125,781 at 6%; with 50% employer match about $125,781 at 4% or $83,854 at 6%; with 100% employer match about $94,336 at 4% or $62,890 at 6%. |
| 2003 | 2 | 56 | $20,532,283 | $1,238,062 | $22,108iApproximate average salary by contribution assumption: employee only about $552,706 at 4% or $368,471 at 6%; with 50% employer match about $368,471 at 4% or $245,647 at 6%; with 100% employer match about $276,353 at 4% or $184,235 at 6%. |
| W. P. STEWART & CO., LTD. EMPLOYEES RETIREMENT PLAN | - | 56 | $20,532,283 | $1,238,062 | $22,108iApproximate average salary by contribution assumption: employee only about $552,706 at 4% or $368,471 at 6%; with 50% employer match about $368,471 at 4% or $245,647 at 6%; with 100% employer match about $276,353 at 4% or $184,235 at 6%. |
| W. P. Stewart & Co. Ltd. Employees Pension Plan | - | 56 | - | - | - |
| 2002 | 2 | 52 | $16,680,407 | $1,084,018 | $20,847iApproximate average salary by contribution assumption: employee only about $521,163 at 4% or $347,442 at 6%; with 50% employer match about $347,442 at 4% or $231,628 at 6%; with 100% employer match about $260,581 at 4% or $173,721 at 6%. |
| W. P. STEWART & CO., LTD. EMPLOYEES RETIREMENT PLAN | - | 52 | $16,680,407 | $1,084,018 | $20,847iApproximate average salary by contribution assumption: employee only about $521,163 at 4% or $347,442 at 6%; with 50% employer match about $347,442 at 4% or $231,628 at 6%; with 100% employer match about $260,581 at 4% or $173,721 at 6%. |
| W. P. Stewart & Co. Ltd. Employees Pension Plan | - | 52 | - | - | - |
| 2001 | 2 | 53 | $0 | $0 | - |
| W. P. STEWART & CO., LTD. EMPLOYEES RETIREMENT PLAN | - | 53 | - | - | - |
| W. P. Stewart & Co. Ltd. Employees Pension Plan | - | 53 | - | - | - |
| 2000 | 2 | 50 | $25,681,782 | $1,335,714 | $26,714iApproximate average salary by contribution assumption: employee only about $667,857 at 4% or $445,238 at 6%; with 50% employer match about $445,238 at 4% or $296,825 at 6%; with 100% employer match about $333,929 at 4% or $222,619 at 6%. |
| W. P. STEWART & CO., LTD. EMPLOYEES RETIREMENT PLAN | - | 50 | $23,791,014 | $966,704 | $19,334iApproximate average salary by contribution assumption: employee only about $483,352 at 4% or $322,235 at 6%; with 50% employer match about $322,235 at 4% or $214,823 at 6%; with 100% employer match about $241,676 at 4% or $161,117 at 6%. |
| W. P. Stewart & Co. Ltd. Employees Pension Plan | - | 50 | $1,890,768 | $369,010 | $7,380iApproximate average salary by contribution assumption: employee only about $184,505 at 4% or $123,003 at 6%; with 50% employer match about $123,003 at 4% or $82,002 at 6%; with 100% employer match about $92,253 at 4% or $61,502 at 6%. |
| 1999 | 1 | 47 | $1,802,511 | $305,139 | $6,492iApproximate average salary by contribution assumption: employee only about $162,308 at 4% or $108,205 at 6%; with 50% employer match about $108,205 at 4% or $72,137 at 6%; with 100% employer match about $81,154 at 4% or $54,103 at 6%. |
| W. P. Stewart & Co. Ltd. Employees Pension Plan | - | 47 | $1,802,511 | $305,139 | $6,492iApproximate average salary by contribution assumption: employee only about $162,308 at 4% or $108,205 at 6%; with 50% employer match about $108,205 at 4% or $72,137 at 6%; with 100% employer match about $81,154 at 4% or $54,103 at 6%. |