Steffens-Shultz Inc.
Plan context: Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust
EIN 31-0668317 • Columbus, OH • 29 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
26
2025 Assets
$4,322,093
2025 Contributions
$590,499
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 26 | $4,322,093 | $590,499 | $22,712iApproximate average salary by contribution assumption: employee only about $567,788 at 4% or $378,525 at 6%; with 50% employer match about $378,525 at 4% or $252,350 at 6%; with 100% employer match about $283,894 at 4% or $189,263 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 26 | $4,322,093 | $590,499 | $22,712iApproximate average salary by contribution assumption: employee only about $567,788 at 4% or $378,525 at 6%; with 50% employer match about $378,525 at 4% or $252,350 at 6%; with 100% employer match about $283,894 at 4% or $189,263 at 6%. |
| 2024 | 1 | 25 | $4,154,821 | $366,942 | $14,678iApproximate average salary by contribution assumption: employee only about $366,942 at 4% or $244,628 at 6%; with 50% employer match about $244,628 at 4% or $163,085 at 6%; with 100% employer match about $183,471 at 4% or $122,314 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 25 | $4,154,821 | $366,942 | $14,678iApproximate average salary by contribution assumption: employee only about $366,942 at 4% or $244,628 at 6%; with 50% employer match about $244,628 at 4% or $163,085 at 6%; with 100% employer match about $183,471 at 4% or $122,314 at 6%. |
| 2023 | 1 | 25 | $3,557,617 | $328,268 | $13,131iApproximate average salary by contribution assumption: employee only about $328,268 at 4% or $218,845 at 6%; with 50% employer match about $218,845 at 4% or $145,897 at 6%; with 100% employer match about $164,134 at 4% or $109,423 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 25 | $3,557,617 | $328,268 | $13,131iApproximate average salary by contribution assumption: employee only about $328,268 at 4% or $218,845 at 6%; with 50% employer match about $218,845 at 4% or $145,897 at 6%; with 100% employer match about $164,134 at 4% or $109,423 at 6%. |
| 2022 | 1 | 24 | $2,946,632 | $363,892 | $15,162iApproximate average salary by contribution assumption: employee only about $379,054 at 4% or $252,703 at 6%; with 50% employer match about $252,703 at 4% or $168,469 at 6%; with 100% employer match about $189,527 at 4% or $126,351 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 24 | $2,946,632 | $363,892 | $15,162iApproximate average salary by contribution assumption: employee only about $379,054 at 4% or $252,703 at 6%; with 50% employer match about $252,703 at 4% or $168,469 at 6%; with 100% employer match about $189,527 at 4% or $126,351 at 6%. |
| 2021 | 1 | 23 | $4,051,206 | $385,808 | $16,774iApproximate average salary by contribution assumption: employee only about $419,357 at 4% or $279,571 at 6%; with 50% employer match about $279,571 at 4% or $186,381 at 6%; with 100% employer match about $209,678 at 4% or $139,786 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 23 | $4,051,206 | $385,808 | $16,774iApproximate average salary by contribution assumption: employee only about $419,357 at 4% or $279,571 at 6%; with 50% employer match about $279,571 at 4% or $186,381 at 6%; with 100% employer match about $209,678 at 4% or $139,786 at 6%. |
| 2020 | 1 | 21 | $3,634,647 | $276,029 | $13,144iApproximate average salary by contribution assumption: employee only about $328,606 at 4% or $219,071 at 6%; with 50% employer match about $219,071 at 4% or $146,047 at 6%; with 100% employer match about $164,303 at 4% or $109,535 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 21 | $3,634,647 | $276,029 | $13,144iApproximate average salary by contribution assumption: employee only about $328,606 at 4% or $219,071 at 6%; with 50% employer match about $219,071 at 4% or $146,047 at 6%; with 100% employer match about $164,303 at 4% or $109,535 at 6%. |
| 2019 | 1 | 20 | $3,398,394 | $378,897 | $18,945iApproximate average salary by contribution assumption: employee only about $473,621 at 4% or $315,748 at 6%; with 50% employer match about $315,748 at 4% or $210,498 at 6%; with 100% employer match about $236,811 at 4% or $157,874 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 20 | $3,398,394 | $378,897 | $18,945iApproximate average salary by contribution assumption: employee only about $473,621 at 4% or $315,748 at 6%; with 50% employer match about $315,748 at 4% or $210,498 at 6%; with 100% employer match about $236,811 at 4% or $157,874 at 6%. |
| 2018 | 2 | 17 | $2,602,011 | $550,981 | $32,411iApproximate average salary by contribution assumption: employee only about $810,266 at 4% or $540,177 at 6%; with 50% employer match about $540,177 at 4% or $360,118 at 6%; with 100% employer match about $405,133 at 4% or $270,089 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 17 | $2,579,504 | $404,215 | $23,777iApproximate average salary by contribution assumption: employee only about $594,434 at 4% or $396,289 at 6%; with 50% employer match about $396,289 at 4% or $264,193 at 6%; with 100% employer match about $297,217 at 4% or $198,145 at 6%. |
| STEFFENS-SHULTZ, INC. SOCA BENEFIT PLAN | - | 14 | $22,507 | $146,766 | $10,483iApproximate average salary by contribution assumption: employee only about $262,082 at 4% or $174,721 at 6%; with 50% employer match about $174,721 at 4% or $116,481 at 6%; with 100% employer match about $131,041 at 4% or $87,361 at 6%. |
| 2017 | 2 | 15 | $3,055,262 | $313,119 | $20,875iApproximate average salary by contribution assumption: employee only about $521,865 at 4% or $347,910 at 6%; with 50% employer match about $347,910 at 4% or $231,940 at 6%; with 100% employer match about $260,932 at 4% or $173,955 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 15 | $3,044,299 | $227,790 | $15,186iApproximate average salary by contribution assumption: employee only about $379,650 at 4% or $253,100 at 6%; with 50% employer match about $253,100 at 4% or $168,733 at 6%; with 100% employer match about $189,825 at 4% or $126,550 at 6%. |
| STEFFENS SHULTZ INC SOCA BENEFIT PLAN | - | 0 | $10,963 | $85,329 | - |
| 2016 | 1 | 14 | $2,856,002 | $183,764 | $13,126iApproximate average salary by contribution assumption: employee only about $328,150 at 4% or $218,767 at 6%; with 50% employer match about $218,767 at 4% or $145,844 at 6%; with 100% employer match about $164,075 at 4% or $109,383 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 14 | $2,856,002 | $183,764 | $13,126iApproximate average salary by contribution assumption: employee only about $328,150 at 4% or $218,767 at 6%; with 50% employer match about $218,767 at 4% or $145,844 at 6%; with 100% employer match about $164,075 at 4% or $109,383 at 6%. |
| 2015 | 1 | 15 | $2,665,873 | $189,495 | $12,633iApproximate average salary by contribution assumption: employee only about $315,825 at 4% or $210,550 at 6%; with 50% employer match about $210,550 at 4% or $140,367 at 6%; with 100% employer match about $157,913 at 4% or $105,275 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 15 | $2,665,873 | $189,495 | $12,633iApproximate average salary by contribution assumption: employee only about $315,825 at 4% or $210,550 at 6%; with 50% employer match about $210,550 at 4% or $140,367 at 6%; with 100% employer match about $157,913 at 4% or $105,275 at 6%. |
| 2014 | 1 | 15 | $3,111,662 | $170,434 | $11,362iApproximate average salary by contribution assumption: employee only about $284,057 at 4% or $189,371 at 6%; with 50% employer match about $189,371 at 4% or $126,247 at 6%; with 100% employer match about $142,028 at 4% or $94,686 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 15 | $3,111,662 | $170,434 | $11,362iApproximate average salary by contribution assumption: employee only about $284,057 at 4% or $189,371 at 6%; with 50% employer match about $189,371 at 4% or $126,247 at 6%; with 100% employer match about $142,028 at 4% or $94,686 at 6%. |
| 2013 | 1 | 14 | $2,849,522 | $148,654 | $10,618iApproximate average salary by contribution assumption: employee only about $265,454 at 4% or $176,969 at 6%; with 50% employer match about $176,969 at 4% or $117,979 at 6%; with 100% employer match about $132,727 at 4% or $88,485 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 14 | $2,849,522 | $148,654 | $10,618iApproximate average salary by contribution assumption: employee only about $265,454 at 4% or $176,969 at 6%; with 50% employer match about $176,969 at 4% or $117,979 at 6%; with 100% employer match about $132,727 at 4% or $88,485 at 6%. |
| 2012 | 1 | 14 | $2,374,067 | $135,329 | $9,666iApproximate average salary by contribution assumption: employee only about $241,659 at 4% or $161,106 at 6%; with 50% employer match about $161,106 at 4% or $107,404 at 6%; with 100% employer match about $120,829 at 4% or $80,553 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 14 | $2,374,067 | $135,329 | $9,666iApproximate average salary by contribution assumption: employee only about $241,659 at 4% or $161,106 at 6%; with 50% employer match about $161,106 at 4% or $107,404 at 6%; with 100% employer match about $120,829 at 4% or $80,553 at 6%. |
| 2011 | 1 | 13 | $2,057,338 | $127,255 | $9,789iApproximate average salary by contribution assumption: employee only about $244,721 at 4% or $163,147 at 6%; with 50% employer match about $163,147 at 4% or $108,765 at 6%; with 100% employer match about $122,361 at 4% or $81,574 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 13 | $2,057,338 | $127,255 | $9,789iApproximate average salary by contribution assumption: employee only about $244,721 at 4% or $163,147 at 6%; with 50% employer match about $163,147 at 4% or $108,765 at 6%; with 100% employer match about $122,361 at 4% or $81,574 at 6%. |
| 2010 | 1 | 13 | $2,052,613 | $137,898 | $10,608iApproximate average salary by contribution assumption: employee only about $265,188 at 4% or $176,792 at 6%; with 50% employer match about $176,792 at 4% or $117,862 at 6%; with 100% employer match about $132,594 at 4% or $88,396 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 13 | $2,052,613 | $137,898 | $10,608iApproximate average salary by contribution assumption: employee only about $265,188 at 4% or $176,792 at 6%; with 50% employer match about $176,792 at 4% or $117,862 at 6%; with 100% employer match about $132,594 at 4% or $88,396 at 6%. |
| 2009 | 1 | 13 | $1,763,746 | $141,752 | $10,904iApproximate average salary by contribution assumption: employee only about $272,600 at 4% or $181,733 at 6%; with 50% employer match about $181,733 at 4% or $121,156 at 6%; with 100% employer match about $136,300 at 4% or $90,867 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 13 | $1,763,746 | $141,752 | $10,904iApproximate average salary by contribution assumption: employee only about $272,600 at 4% or $181,733 at 6%; with 50% employer match about $181,733 at 4% or $121,156 at 6%; with 100% employer match about $136,300 at 4% or $90,867 at 6%. |
| 2008 | 1 | 14 | $1,211,556 | $145,427 | $10,388iApproximate average salary by contribution assumption: employee only about $259,691 at 4% or $173,127 at 6%; with 50% employer match about $173,127 at 4% or $115,418 at 6%; with 100% employer match about $129,846 at 4% or $86,564 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 14 | $1,211,556 | $145,427 | $10,388iApproximate average salary by contribution assumption: employee only about $259,691 at 4% or $173,127 at 6%; with 50% employer match about $173,127 at 4% or $115,418 at 6%; with 100% employer match about $129,846 at 4% or $86,564 at 6%. |
| 2007 | 1 | 13 | $1,689,364 | $145,499 | $11,192iApproximate average salary by contribution assumption: employee only about $279,806 at 4% or $186,537 at 6%; with 50% employer match about $186,537 at 4% or $124,358 at 6%; with 100% employer match about $139,903 at 4% or $93,269 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 13 | $1,689,364 | $145,499 | $11,192iApproximate average salary by contribution assumption: employee only about $279,806 at 4% or $186,537 at 6%; with 50% employer match about $186,537 at 4% or $124,358 at 6%; with 100% employer match about $139,903 at 4% or $93,269 at 6%. |
| 2006 | 1 | 11 | $1,429,596 | $129,737 | $11,794iApproximate average salary by contribution assumption: employee only about $294,857 at 4% or $196,571 at 6%; with 50% employer match about $196,571 at 4% or $131,047 at 6%; with 100% employer match about $147,428 at 4% or $98,286 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 11 | $1,429,596 | $129,737 | $11,794iApproximate average salary by contribution assumption: employee only about $294,857 at 4% or $196,571 at 6%; with 50% employer match about $196,571 at 4% or $131,047 at 6%; with 100% employer match about $147,428 at 4% or $98,286 at 6%. |
| 2005 | 1 | 11 | $1,162,144 | $83,678 | $7,607iApproximate average salary by contribution assumption: employee only about $190,177 at 4% or $126,785 at 6%; with 50% employer match about $126,785 at 4% or $84,523 at 6%; with 100% employer match about $95,089 at 4% or $63,392 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 11 | $1,162,144 | $83,678 | $7,607iApproximate average salary by contribution assumption: employee only about $190,177 at 4% or $126,785 at 6%; with 50% employer match about $126,785 at 4% or $84,523 at 6%; with 100% employer match about $95,089 at 4% or $63,392 at 6%. |
| 2004 | 1 | 13 | $1,015,870 | $73,494 | $5,653iApproximate average salary by contribution assumption: employee only about $141,335 at 4% or $94,223 at 6%; with 50% employer match about $94,223 at 4% or $62,815 at 6%; with 100% employer match about $70,667 at 4% or $47,112 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 13 | $1,015,870 | $73,494 | $5,653iApproximate average salary by contribution assumption: employee only about $141,335 at 4% or $94,223 at 6%; with 50% employer match about $94,223 at 4% or $62,815 at 6%; with 100% employer match about $70,667 at 4% or $47,112 at 6%. |
| 2003 | 1 | 12 | $2,427,688 | $89,049 | $7,421iApproximate average salary by contribution assumption: employee only about $185,519 at 4% or $123,679 at 6%; with 50% employer match about $123,679 at 4% or $82,453 at 6%; with 100% employer match about $92,759 at 4% or $61,840 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 12 | $2,427,688 | $89,049 | $7,421iApproximate average salary by contribution assumption: employee only about $185,519 at 4% or $123,679 at 6%; with 50% employer match about $123,679 at 4% or $82,453 at 6%; with 100% employer match about $92,759 at 4% or $61,840 at 6%. |
| 2002 | 1 | 14 | $2,001,575 | $67,548 | $4,825iApproximate average salary by contribution assumption: employee only about $120,621 at 4% or $80,414 at 6%; with 50% employer match about $80,414 at 4% or $53,610 at 6%; with 100% employer match about $60,311 at 4% or $40,207 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 14 | $2,001,575 | $67,548 | $4,825iApproximate average salary by contribution assumption: employee only about $120,621 at 4% or $80,414 at 6%; with 50% employer match about $80,414 at 4% or $53,610 at 6%; with 100% employer match about $60,311 at 4% or $40,207 at 6%. |
| 2001 | 1 | 15 | $2,239,706 | $134,534 | $8,969iApproximate average salary by contribution assumption: employee only about $224,223 at 4% or $149,482 at 6%; with 50% employer match about $149,482 at 4% or $99,655 at 6%; with 100% employer match about $112,112 at 4% or $74,741 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 15 | $2,239,706 | $134,534 | $8,969iApproximate average salary by contribution assumption: employee only about $224,223 at 4% or $149,482 at 6%; with 50% employer match about $149,482 at 4% or $99,655 at 6%; with 100% employer match about $112,112 at 4% or $74,741 at 6%. |
| 2000 | 1 | 13 | $2,487,276 | $129,844 | $9,988iApproximate average salary by contribution assumption: employee only about $249,700 at 4% or $166,467 at 6%; with 50% employer match about $166,467 at 4% or $110,978 at 6%; with 100% employer match about $124,850 at 4% or $83,233 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 13 | $2,487,276 | $129,844 | $9,988iApproximate average salary by contribution assumption: employee only about $249,700 at 4% or $166,467 at 6%; with 50% employer match about $166,467 at 4% or $110,978 at 6%; with 100% employer match about $124,850 at 4% or $83,233 at 6%. |
| 1999 | 1 | 14 | $2,578,630 | $124,269 | $8,876iApproximate average salary by contribution assumption: employee only about $221,909 at 4% or $147,939 at 6%; with 50% employer match about $147,939 at 4% or $98,626 at 6%; with 100% employer match about $110,954 at 4% or $73,970 at 6%. |
| Steffens-Shultz Inc. 401(K) Profit Sharing Plan and Trust | - | 14 | $2,578,630 | $124,269 | $8,876iApproximate average salary by contribution assumption: employee only about $221,909 at 4% or $147,939 at 6%; with 50% employer match about $147,939 at 4% or $98,626 at 6%; with 100% employer match about $110,954 at 4% or $73,970 at 6%. |