Civic Intelligence

Steven E. Ulmer Insurance Agency Inc

Plan context: Steven E. Ulmer Insurance Agency Inc 401(K) Plan

EIN 30-0031314 • Cincinnati, OH • 23 filings • 3 plans

5940 Beechtop Dr.Cincinnati, OH 45233
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,696,479

2025 Contributions

$37,949

Historical Graphs

Total Assets Over Time

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

$1,696,479$848,240$0200320142025YearValue
$1,696,479Latest year 2025

Participants Over Time

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

420200320142025YearValue
2Latest year 2025

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
202512$1,696,479$37,949$18,975iApproximate average salary by contribution assumption: employee only about $474,363 at 4% or $316,242 at 6%; with 50% employer match about $316,242 at 4% or $210,828 at 6%; with 100% employer match about $237,181 at 4% or $158,121 at 6%.
Steven E. Ulmer Insurance Agency Inc 401(K) Plan-2$1,696,479$37,949$18,975iApproximate average salary by contribution assumption: employee only about $474,363 at 4% or $316,242 at 6%; with 50% employer match about $316,242 at 4% or $210,828 at 6%; with 100% employer match about $237,181 at 4% or $158,121 at 6%.
202412$1,404,911$41,205$20,603iApproximate average salary by contribution assumption: employee only about $515,063 at 4% or $343,375 at 6%; with 50% employer match about $343,375 at 4% or $228,917 at 6%; with 100% employer match about $257,531 at 4% or $171,688 at 6%.
Steven E. Ulmer Insurance Agency Inc 401(K) Plan-2$1,404,911$41,205$20,603iApproximate average salary by contribution assumption: employee only about $515,063 at 4% or $343,375 at 6%; with 50% employer match about $343,375 at 4% or $228,917 at 6%; with 100% employer match about $257,531 at 4% or $171,688 at 6%.
202312$1,162,878$39,223$19,612iApproximate average salary by contribution assumption: employee only about $490,288 at 4% or $326,858 at 6%; with 50% employer match about $326,858 at 4% or $217,906 at 6%; with 100% employer match about $245,144 at 4% or $163,429 at 6%.
Steven E. Ulmer Insurance Agency Inc 401(K) Plan-2$1,162,878$39,223$19,612iApproximate average salary by contribution assumption: employee only about $490,288 at 4% or $326,858 at 6%; with 50% employer match about $326,858 at 4% or $217,906 at 6%; with 100% employer match about $245,144 at 4% or $163,429 at 6%.
202212$967,004$35,877$17,939iApproximate average salary by contribution assumption: employee only about $448,463 at 4% or $298,975 at 6%; with 50% employer match about $298,975 at 4% or $199,317 at 6%; with 100% employer match about $224,231 at 4% or $149,488 at 6%.
Steven E. Ulmer Insurance Agency Inc 401(K) Plan-2$967,004$35,877$17,939iApproximate average salary by contribution assumption: employee only about $448,463 at 4% or $298,975 at 6%; with 50% employer match about $298,975 at 4% or $199,317 at 6%; with 100% employer match about $224,231 at 4% or $149,488 at 6%.
202112$1,035,800$35,410$17,705iApproximate average salary by contribution assumption: employee only about $442,625 at 4% or $295,083 at 6%; with 50% employer match about $295,083 at 4% or $196,722 at 6%; with 100% employer match about $221,313 at 4% or $147,542 at 6%.
Steven E. Ulmer Insurance Agency Inc 401(K) Plan-2$1,035,800$35,410$17,705iApproximate average salary by contribution assumption: employee only about $442,625 at 4% or $295,083 at 6%; with 50% employer match about $295,083 at 4% or $196,722 at 6%; with 100% employer match about $221,313 at 4% or $147,542 at 6%.
202011$818,483$37,690$37,690iApproximate average salary by contribution assumption: employee only about $942,250 at 4% or $628,167 at 6%; with 50% employer match about $628,167 at 4% or $418,778 at 6%; with 100% employer match about $471,125 at 4% or $314,083 at 6%.
Steven E. Ulmer Insurance Agency Inc 401(K) Plan-1$818,483$37,690$37,690iApproximate average salary by contribution assumption: employee only about $942,250 at 4% or $628,167 at 6%; with 50% employer match about $628,167 at 4% or $418,778 at 6%; with 100% employer match about $471,125 at 4% or $314,083 at 6%.
201911$677,492$27,536$27,536iApproximate average salary by contribution assumption: employee only about $688,400 at 4% or $458,933 at 6%; with 50% employer match about $458,933 at 4% or $305,956 at 6%; with 100% employer match about $344,200 at 4% or $229,467 at 6%.
Steven E. Ulmer Insurance Agency Inc 401(K) Plan-1$677,492$27,536$27,536iApproximate average salary by contribution assumption: employee only about $688,400 at 4% or $458,933 at 6%; with 50% employer match about $458,933 at 4% or $305,956 at 6%; with 100% employer match about $344,200 at 4% or $229,467 at 6%.
201811$519,350$27,536$27,536iApproximate average salary by contribution assumption: employee only about $688,400 at 4% or $458,933 at 6%; with 50% employer match about $458,933 at 4% or $305,956 at 6%; with 100% employer match about $344,200 at 4% or $229,467 at 6%.
Steven E. Ulmer Insurance Agency Inc 401(K) Plan-1$519,350$27,536$27,536iApproximate average salary by contribution assumption: employee only about $688,400 at 4% or $458,933 at 6%; with 50% employer match about $458,933 at 4% or $305,956 at 6%; with 100% employer match about $344,200 at 4% or $229,467 at 6%.
201711$515,449$26,596$26,596iApproximate average salary by contribution assumption: employee only about $664,900 at 4% or $443,267 at 6%; with 50% employer match about $443,267 at 4% or $295,511 at 6%; with 100% employer match about $332,450 at 4% or $221,633 at 6%.
Steven E. Ulmer Insurance Agency Inc 401(K) Plan-1$515,449$26,596$26,596iApproximate average salary by contribution assumption: employee only about $664,900 at 4% or $443,267 at 6%; with 50% employer match about $443,267 at 4% or $295,511 at 6%; with 100% employer match about $332,450 at 4% or $221,633 at 6%.
201611$426,940$27,344$27,344iApproximate average salary by contribution assumption: employee only about $683,600 at 4% or $455,733 at 6%; with 50% employer match about $455,733 at 4% or $303,822 at 6%; with 100% employer match about $341,800 at 4% or $227,867 at 6%.
Steven E. Ulmer Insurance Agency Inc 401(K) Plan-1$426,940$27,344$27,344iApproximate average salary by contribution assumption: employee only about $683,600 at 4% or $455,733 at 6%; with 50% employer match about $455,733 at 4% or $303,822 at 6%; with 100% employer match about $341,800 at 4% or $227,867 at 6%.
201512$396,985$25,851$12,926iApproximate average salary by contribution assumption: employee only about $323,138 at 4% or $215,425 at 6%; with 50% employer match about $215,425 at 4% or $143,617 at 6%; with 100% employer match about $161,569 at 4% or $107,713 at 6%.
Steven E. Ulmer Insurance Agency Inc 401(K) Plan-2$396,985$25,851$12,926iApproximate average salary by contribution assumption: employee only about $323,138 at 4% or $215,425 at 6%; with 50% employer match about $215,425 at 4% or $143,617 at 6%; with 100% employer match about $161,569 at 4% or $107,713 at 6%.
201412$381,136$25,244$12,622iApproximate average salary by contribution assumption: employee only about $315,550 at 4% or $210,367 at 6%; with 50% employer match about $210,367 at 4% or $140,244 at 6%; with 100% employer match about $157,775 at 4% or $105,183 at 6%.
Steven E. Ulmer Insurance Agency Inc 401(K) Plan-2$381,136$25,244$12,622iApproximate average salary by contribution assumption: employee only about $315,550 at 4% or $210,367 at 6%; with 50% employer match about $210,367 at 4% or $140,244 at 6%; with 100% employer match about $157,775 at 4% or $105,183 at 6%.
201314$361,002$27,782$6,946iApproximate average salary by contribution assumption: employee only about $173,638 at 4% or $115,758 at 6%; with 50% employer match about $115,758 at 4% or $77,172 at 6%; with 100% employer match about $86,819 at 4% or $57,879 at 6%.
Steven E. Ulmer Insurance Agency Inc 401(K) Plan-4$361,002$27,782$6,946iApproximate average salary by contribution assumption: employee only about $173,638 at 4% or $115,758 at 6%; with 50% employer match about $115,758 at 4% or $77,172 at 6%; with 100% employer match about $86,819 at 4% or $57,879 at 6%.
201214$279,531$25,398$6,350iApproximate average salary by contribution assumption: employee only about $158,738 at 4% or $105,825 at 6%; with 50% employer match about $105,825 at 4% or $70,550 at 6%; with 100% employer match about $79,369 at 4% or $52,913 at 6%.
Steven E. Ulmer Insurance Agency Inc 401(K) Plan-4$279,531$25,398$6,350iApproximate average salary by contribution assumption: employee only about $158,738 at 4% or $105,825 at 6%; with 50% employer match about $105,825 at 4% or $70,550 at 6%; with 100% employer match about $79,369 at 4% or $52,913 at 6%.
201114$235,505$25,033$6,258iApproximate average salary by contribution assumption: employee only about $156,456 at 4% or $104,304 at 6%; with 50% employer match about $104,304 at 4% or $69,536 at 6%; with 100% employer match about $78,228 at 4% or $52,152 at 6%.
Steven E. Ulmer Insurance Agency Inc 401(K) Plan-4$235,505$25,033$6,258iApproximate average salary by contribution assumption: employee only about $156,456 at 4% or $104,304 at 6%; with 50% employer match about $104,304 at 4% or $69,536 at 6%; with 100% employer match about $78,228 at 4% or $52,152 at 6%.
201014$209,972$26,201$6,550iApproximate average salary by contribution assumption: employee only about $163,756 at 4% or $109,171 at 6%; with 50% employer match about $109,171 at 4% or $72,781 at 6%; with 100% employer match about $81,878 at 4% or $54,585 at 6%.
Steven E. Ulmer Insurance Agency Inc 401(K) Plan-4$209,972$26,201$6,550iApproximate average salary by contribution assumption: employee only about $163,756 at 4% or $109,171 at 6%; with 50% employer match about $109,171 at 4% or $72,781 at 6%; with 100% employer match about $81,878 at 4% or $54,585 at 6%.
200914$167,440$25,906$6,477iApproximate average salary by contribution assumption: employee only about $161,913 at 4% or $107,942 at 6%; with 50% employer match about $107,942 at 4% or $71,961 at 6%; with 100% employer match about $80,956 at 4% or $53,971 at 6%.
Steven E. Ulmer Insurance Agency Inc 401(K) Plan-4$167,440$25,906$6,477iApproximate average salary by contribution assumption: employee only about $161,913 at 4% or $107,942 at 6%; with 50% employer match about $107,942 at 4% or $71,961 at 6%; with 100% employer match about $80,956 at 4% or $53,971 at 6%.
200814$120,821$25,861$6,465iApproximate average salary by contribution assumption: employee only about $161,631 at 4% or $107,754 at 6%; with 50% employer match about $107,754 at 4% or $71,836 at 6%; with 100% employer match about $80,816 at 4% or $53,877 at 6%.
Steven E. Ulmer Insurance Agency Inc 401(K) Plan-4$120,821$25,861$6,465iApproximate average salary by contribution assumption: employee only about $161,631 at 4% or $107,754 at 6%; with 50% employer match about $107,754 at 4% or $71,836 at 6%; with 100% employer match about $80,816 at 4% or $53,877 at 6%.
200714$121,199$17,938$4,485iApproximate average salary by contribution assumption: employee only about $112,113 at 4% or $74,742 at 6%; with 50% employer match about $74,742 at 4% or $49,828 at 6%; with 100% employer match about $56,056 at 4% or $37,371 at 6%.
Steven E. Ulmer Insurance Agency Inc 401(K) Plan-4$121,199$17,938$4,485iApproximate average salary by contribution assumption: employee only about $112,113 at 4% or $74,742 at 6%; with 50% employer match about $74,742 at 4% or $49,828 at 6%; with 100% employer match about $56,056 at 4% or $37,371 at 6%.
200613$91,764$22,424$7,475iApproximate average salary by contribution assumption: employee only about $186,867 at 4% or $124,578 at 6%; with 50% employer match about $124,578 at 4% or $83,052 at 6%; with 100% employer match about $93,433 at 4% or $62,289 at 6%.
Steven E. Ulmer Insurance Agency Inc 401(K) Plan-3$91,764$22,424$7,475iApproximate average salary by contribution assumption: employee only about $186,867 at 4% or $124,578 at 6%; with 50% employer match about $124,578 at 4% or $83,052 at 6%; with 100% employer match about $93,433 at 4% or $62,289 at 6%.
200514$70,038$23,877$5,969iApproximate average salary by contribution assumption: employee only about $149,231 at 4% or $99,488 at 6%; with 50% employer match about $99,488 at 4% or $66,325 at 6%; with 100% employer match about $74,616 at 4% or $49,744 at 6%.
Steven E. Ulmer Insurance Agency Inc 401(K) Plan-4$70,038$23,877$5,969iApproximate average salary by contribution assumption: employee only about $149,231 at 4% or $99,488 at 6%; with 50% employer match about $99,488 at 4% or $66,325 at 6%; with 100% employer match about $74,616 at 4% or $49,744 at 6%.
200414$44,325$28,117$7,029iApproximate average salary by contribution assumption: employee only about $175,731 at 4% or $117,154 at 6%; with 50% employer match about $117,154 at 4% or $78,103 at 6%; with 100% employer match about $87,866 at 4% or $58,577 at 6%.
Steven E. Ulmer Insurance Agency Inc 401(K) Plan-4$44,325$28,117$7,029iApproximate average salary by contribution assumption: employee only about $175,731 at 4% or $117,154 at 6%; with 50% employer match about $117,154 at 4% or $78,103 at 6%; with 100% employer match about $87,866 at 4% or $58,577 at 6%.
200314$14,666$14,570$3,643iApproximate average salary by contribution assumption: employee only about $91,063 at 4% or $60,708 at 6%; with 50% employer match about $60,708 at 4% or $40,472 at 6%; with 100% employer match about $45,531 at 4% or $30,354 at 6%.
Steven E. Ulmer Insurance Agency Inc 401(K) Plan-4$14,666$14,570$3,643iApproximate average salary by contribution assumption: employee only about $91,063 at 4% or $60,708 at 6%; with 50% employer match about $60,708 at 4% or $40,472 at 6%; with 100% employer match about $45,531 at 4% or $30,354 at 6%.