Civic Intelligence

Beckman Weil & Shepardson

Plan context: Beckman Weil Shepardson LLC Profit Sharing & 401K Savings

EIN 31-0727988 • Cincinnati, OH • 32 filings • 6 plans

895 Central Ave Ste 300Cincinnati, OH 45202
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,074,627

2024 Contributions

$125,472

Historical Graphs

Total Assets Over Time

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

$2,435,760$1,217,880$0199920122024YearValue
$1,074,627Latest year 2024

Participants Over Time

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

22110199920122024YearValue
8Latest year 2024

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
202428$1,074,627$125,472$15,684iApproximate average salary by contribution assumption: employee only about $392,100 at 4% or $261,400 at 6%; with 50% employer match about $261,400 at 4% or $174,267 at 6%; with 100% employer match about $196,050 at 4% or $130,700 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-8$1,068,145$85,821$10,728iApproximate average salary by contribution assumption: employee only about $268,191 at 4% or $178,794 at 6%; with 50% employer match about $178,794 at 4% or $119,196 at 6%; with 100% employer match about $134,095 at 4% or $89,397 at 6%.
Beckman Weil & Shepardson Soca Benefit Plan-6$6,482$39,651$6,609iApproximate average salary by contribution assumption: employee only about $165,213 at 4% or $110,142 at 6%; with 50% employer match about $110,142 at 4% or $73,428 at 6%; with 100% employer match about $82,606 at 4% or $55,071 at 6%.
202328$862,062$92,920$11,615iApproximate average salary by contribution assumption: employee only about $290,375 at 4% or $193,583 at 6%; with 50% employer match about $193,583 at 4% or $129,056 at 6%; with 100% employer match about $145,188 at 4% or $96,792 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-8$856,890$57,952$7,244iApproximate average salary by contribution assumption: employee only about $181,100 at 4% or $120,733 at 6%; with 50% employer match about $120,733 at 4% or $80,489 at 6%; with 100% employer match about $90,550 at 4% or $60,367 at 6%.
Beckman Weil & Shepardson Soca Benefit Plan-5$5,172$34,968$6,994iApproximate average salary by contribution assumption: employee only about $174,840 at 4% or $116,560 at 6%; with 50% employer match about $116,560 at 4% or $77,707 at 6%; with 100% employer match about $87,420 at 4% or $58,280 at 6%.
202229$675,778$80,110$8,901iApproximate average salary by contribution assumption: employee only about $222,528 at 4% or $148,352 at 6%; with 50% employer match about $148,352 at 4% or $98,901 at 6%; with 100% employer match about $111,264 at 4% or $74,176 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-9$670,870$52,303$5,811iApproximate average salary by contribution assumption: employee only about $145,286 at 4% or $96,857 at 6%; with 50% employer match about $96,857 at 4% or $64,572 at 6%; with 100% employer match about $72,643 at 4% or $48,429 at 6%.
Beckman Weil & Shepardson Soca Benefit Plan-4$4,908$27,807$6,952iApproximate average salary by contribution assumption: employee only about $173,794 at 4% or $115,863 at 6%; with 50% employer match about $115,863 at 4% or $77,242 at 6%; with 100% employer match about $86,897 at 4% or $57,931 at 6%.
2021210$792,267$78,477$7,848iApproximate average salary by contribution assumption: employee only about $196,193 at 4% or $130,795 at 6%; with 50% employer match about $130,795 at 4% or $87,197 at 6%; with 100% employer match about $98,096 at 4% or $65,398 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-10$788,942$53,869$5,387iApproximate average salary by contribution assumption: employee only about $134,673 at 4% or $89,782 at 6%; with 50% employer match about $89,782 at 4% or $59,854 at 6%; with 100% employer match about $67,336 at 4% or $44,891 at 6%.
Beckman Weil & Shepardson Soca Benefit Plan-4$3,325$24,608$6,152iApproximate average salary by contribution assumption: employee only about $153,800 at 4% or $102,533 at 6%; with 50% employer match about $102,533 at 4% or $68,356 at 6%; with 100% employer match about $76,900 at 4% or $51,267 at 6%.
2020212$635,534$71,534$5,961iApproximate average salary by contribution assumption: employee only about $149,029 at 4% or $99,353 at 6%; with 50% employer match about $99,353 at 4% or $66,235 at 6%; with 100% employer match about $74,515 at 4% or $49,676 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-12$633,219$48,411$4,034iApproximate average salary by contribution assumption: employee only about $100,856 at 4% or $67,238 at 6%; with 50% employer match about $67,238 at 4% or $44,825 at 6%; with 100% employer match about $50,428 at 4% or $33,619 at 6%.
Beckman Weil & Shepardson Soca Benefit Plan-4$2,315$23,123$5,781iApproximate average salary by contribution assumption: employee only about $144,519 at 4% or $96,346 at 6%; with 50% employer match about $96,346 at 4% or $64,231 at 6%; with 100% employer match about $72,259 at 4% or $48,173 at 6%.
2019211$1,427,330$48,764$4,433iApproximate average salary by contribution assumption: employee only about $110,827 at 4% or $73,885 at 6%; with 50% employer match about $73,885 at 4% or $49,257 at 6%; with 100% employer match about $55,414 at 4% or $36,942 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-11$1,426,263$40,719$3,702iApproximate average salary by contribution assumption: employee only about $92,543 at 4% or $61,695 at 6%; with 50% employer match about $61,695 at 4% or $41,130 at 6%; with 100% employer match about $46,272 at 4% or $30,848 at 6%.
Beckman Weil & Shepardson Soca Benefit Plan-4$1,067$8,045$2,011iApproximate average salary by contribution assumption: employee only about $50,281 at 4% or $33,521 at 6%; with 50% employer match about $33,521 at 4% or $22,347 at 6%; with 100% employer match about $25,141 at 4% or $16,760 at 6%.
2018110$1,078,770$28,592$2,859iApproximate average salary by contribution assumption: employee only about $71,480 at 4% or $47,653 at 6%; with 50% employer match about $47,653 at 4% or $31,769 at 6%; with 100% employer match about $35,740 at 4% or $23,827 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-10$1,078,770$28,592$2,859iApproximate average salary by contribution assumption: employee only about $71,480 at 4% or $47,653 at 6%; with 50% employer match about $47,653 at 4% or $31,769 at 6%; with 100% employer match about $35,740 at 4% or $23,827 at 6%.
2017116$1,714,738$58,734$3,671iApproximate average salary by contribution assumption: employee only about $91,772 at 4% or $61,181 at 6%; with 50% employer match about $61,181 at 4% or $40,788 at 6%; with 100% employer match about $45,886 at 4% or $30,591 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-16$1,714,738$58,734$3,671iApproximate average salary by contribution assumption: employee only about $91,772 at 4% or $61,181 at 6%; with 50% employer match about $61,181 at 4% or $40,788 at 6%; with 100% employer match about $45,886 at 4% or $30,591 at 6%.
2016115$2,191,877$82,183$5,479iApproximate average salary by contribution assumption: employee only about $136,972 at 4% or $91,314 at 6%; with 50% employer match about $91,314 at 4% or $60,876 at 6%; with 100% employer match about $68,486 at 4% or $45,657 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-15$2,191,877$82,183$5,479iApproximate average salary by contribution assumption: employee only about $136,972 at 4% or $91,314 at 6%; with 50% employer match about $91,314 at 4% or $60,876 at 6%; with 100% employer match about $68,486 at 4% or $45,657 at 6%.
2015115$2,290,682$82,760$5,517iApproximate average salary by contribution assumption: employee only about $137,933 at 4% or $91,956 at 6%; with 50% employer match about $91,956 at 4% or $61,304 at 6%; with 100% employer match about $68,967 at 4% or $45,978 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-15$2,290,682$82,760$5,517iApproximate average salary by contribution assumption: employee only about $137,933 at 4% or $91,956 at 6%; with 50% employer match about $91,956 at 4% or $61,304 at 6%; with 100% employer match about $68,967 at 4% or $45,978 at 6%.
2014117$2,435,760$123,349$7,256iApproximate average salary by contribution assumption: employee only about $181,396 at 4% or $120,930 at 6%; with 50% employer match about $120,930 at 4% or $80,620 at 6%; with 100% employer match about $90,698 at 4% or $60,465 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-17$2,435,760$123,349$7,256iApproximate average salary by contribution assumption: employee only about $181,396 at 4% or $120,930 at 6%; with 50% employer match about $120,930 at 4% or $80,620 at 6%; with 100% employer match about $90,698 at 4% or $60,465 at 6%.
2013117$2,264,272$71,751$4,221iApproximate average salary by contribution assumption: employee only about $105,516 at 4% or $70,344 at 6%; with 50% employer match about $70,344 at 4% or $46,896 at 6%; with 100% employer match about $52,758 at 4% or $35,172 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-17$2,264,272$71,751$4,221iApproximate average salary by contribution assumption: employee only about $105,516 at 4% or $70,344 at 6%; with 50% employer match about $70,344 at 4% or $46,896 at 6%; with 100% employer match about $52,758 at 4% or $35,172 at 6%.
2012120$2,146,751$130,696$6,535iApproximate average salary by contribution assumption: employee only about $163,370 at 4% or $108,913 at 6%; with 50% employer match about $108,913 at 4% or $72,609 at 6%; with 100% employer match about $81,685 at 4% or $54,457 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-20$2,146,751$130,696$6,535iApproximate average salary by contribution assumption: employee only about $163,370 at 4% or $108,913 at 6%; with 50% employer match about $108,913 at 4% or $72,609 at 6%; with 100% employer match about $81,685 at 4% or $54,457 at 6%.
2011121$2,211,996$235,251$11,202iApproximate average salary by contribution assumption: employee only about $280,061 at 4% or $186,707 at 6%; with 50% employer match about $186,707 at 4% or $124,471 at 6%; with 100% employer match about $140,030 at 4% or $93,354 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-21$2,211,996$235,251$11,202iApproximate average salary by contribution assumption: employee only about $280,061 at 4% or $186,707 at 6%; with 50% employer match about $186,707 at 4% or $124,471 at 6%; with 100% employer match about $140,030 at 4% or $93,354 at 6%.
2010122$2,205,934$115,597$5,254iApproximate average salary by contribution assumption: employee only about $131,360 at 4% or $87,573 at 6%; with 50% employer match about $87,573 at 4% or $58,382 at 6%; with 100% employer match about $65,680 at 4% or $43,787 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-22$2,205,934$115,597$5,254iApproximate average salary by contribution assumption: employee only about $131,360 at 4% or $87,573 at 6%; with 50% employer match about $87,573 at 4% or $58,382 at 6%; with 100% employer match about $65,680 at 4% or $43,787 at 6%.
2009122$1,981,710$234,955$10,680iApproximate average salary by contribution assumption: employee only about $266,994 at 4% or $177,996 at 6%; with 50% employer match about $177,996 at 4% or $118,664 at 6%; with 100% employer match about $133,497 at 4% or $88,998 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-22$1,981,710$234,955$10,680iApproximate average salary by contribution assumption: employee only about $266,994 at 4% or $177,996 at 6%; with 50% employer match about $177,996 at 4% or $118,664 at 6%; with 100% employer match about $133,497 at 4% or $88,998 at 6%.
2008120$1,505,421$170,213$8,511iApproximate average salary by contribution assumption: employee only about $212,766 at 4% or $141,844 at 6%; with 50% employer match about $141,844 at 4% or $94,563 at 6%; with 100% employer match about $106,383 at 4% or $70,922 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-20$1,505,421$170,213$8,511iApproximate average salary by contribution assumption: employee only about $212,766 at 4% or $141,844 at 6%; with 50% employer match about $141,844 at 4% or $94,563 at 6%; with 100% employer match about $106,383 at 4% or $70,922 at 6%.
2007121$2,243,753$151,361$7,208iApproximate average salary by contribution assumption: employee only about $180,192 at 4% or $120,128 at 6%; with 50% employer match about $120,128 at 4% or $80,085 at 6%; with 100% employer match about $90,096 at 4% or $60,064 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-21$2,243,753$151,361$7,208iApproximate average salary by contribution assumption: employee only about $180,192 at 4% or $120,128 at 6%; with 50% employer match about $120,128 at 4% or $80,085 at 6%; with 100% employer match about $90,096 at 4% or $60,064 at 6%.
2006120$2,360,054$193,553$9,678iApproximate average salary by contribution assumption: employee only about $241,941 at 4% or $161,294 at 6%; with 50% employer match about $161,294 at 4% or $107,529 at 6%; with 100% employer match about $120,971 at 4% or $80,647 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-20$2,360,054$193,553$9,678iApproximate average salary by contribution assumption: employee only about $241,941 at 4% or $161,294 at 6%; with 50% employer match about $161,294 at 4% or $107,529 at 6%; with 100% employer match about $120,971 at 4% or $80,647 at 6%.
2005119$1,946,204$156,312$8,227iApproximate average salary by contribution assumption: employee only about $205,674 at 4% or $137,116 at 6%; with 50% employer match about $137,116 at 4% or $91,411 at 6%; with 100% employer match about $102,837 at 4% or $68,558 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-19$1,946,204$156,312$8,227iApproximate average salary by contribution assumption: employee only about $205,674 at 4% or $137,116 at 6%; with 50% employer match about $137,116 at 4% or $91,411 at 6%; with 100% employer match about $102,837 at 4% or $68,558 at 6%.
2004116$1,736,294$138,613$8,663iApproximate average salary by contribution assumption: employee only about $216,583 at 4% or $144,389 at 6%; with 50% employer match about $144,389 at 4% or $96,259 at 6%; with 100% employer match about $108,291 at 4% or $72,194 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-16$1,736,294$138,613$8,663iApproximate average salary by contribution assumption: employee only about $216,583 at 4% or $144,389 at 6%; with 50% employer match about $144,389 at 4% or $96,259 at 6%; with 100% employer match about $108,291 at 4% or $72,194 at 6%.
2003118$1,598,411$175,804$9,767iApproximate average salary by contribution assumption: employee only about $244,172 at 4% or $162,781 at 6%; with 50% employer match about $162,781 at 4% or $108,521 at 6%; with 100% employer match about $122,086 at 4% or $81,391 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-18$1,598,411$175,804$9,767iApproximate average salary by contribution assumption: employee only about $244,172 at 4% or $162,781 at 6%; with 50% employer match about $162,781 at 4% or $108,521 at 6%; with 100% employer match about $122,086 at 4% or $81,391 at 6%.
2002118$1,199,802$178,897$9,939iApproximate average salary by contribution assumption: employee only about $248,468 at 4% or $165,645 at 6%; with 50% employer match about $165,645 at 4% or $110,430 at 6%; with 100% employer match about $124,234 at 4% or $82,823 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-18$1,199,802$178,897$9,939iApproximate average salary by contribution assumption: employee only about $248,468 at 4% or $165,645 at 6%; with 50% employer match about $165,645 at 4% or $110,430 at 6%; with 100% employer match about $124,234 at 4% or $82,823 at 6%.
2001118$0$0-
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-18---
2000120$1,025,751$126,574$6,329iApproximate average salary by contribution assumption: employee only about $158,218 at 4% or $105,478 at 6%; with 50% employer match about $105,478 at 4% or $70,319 at 6%; with 100% employer match about $79,109 at 4% or $52,739 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-20$1,025,751$126,574$6,329iApproximate average salary by contribution assumption: employee only about $158,218 at 4% or $105,478 at 6%; with 50% employer match about $105,478 at 4% or $70,319 at 6%; with 100% employer match about $79,109 at 4% or $52,739 at 6%.
1999119$956,896$76,890$4,047iApproximate average salary by contribution assumption: employee only about $101,171 at 4% or $67,447 at 6%; with 50% employer match about $67,447 at 4% or $44,965 at 6%; with 100% employer match about $50,586 at 4% or $33,724 at 6%.
Beckman Weil Shepardson LLC Profit Sharing & 401K Savings-19$956,896$76,890$4,047iApproximate average salary by contribution assumption: employee only about $101,171 at 4% or $67,447 at 6%; with 50% employer match about $67,447 at 4% or $44,965 at 6%; with 100% employer match about $50,586 at 4% or $33,724 at 6%.