Civic Intelligence

Stephenson Oil Company

Plan context: Stephenson Oil Company 401K Plan and Trust

EIN 31-0743338 • Hamilton, OH • 26 filings • 2 plans

3938 Stillwell Beckett RdHamilton, OH 45013-9178
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,235,857

2024 Contributions

$48,735

Historical Graphs

Total Assets Over Time

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

$1,695,312$847,656$0199920122024YearValue
$1,235,857Latest year 2024

Participants Over Time

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

1050199920122024YearValue
5Latest 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
202415$1,235,857$48,735$9,747iApproximate average salary by contribution assumption: employee only about $243,675 at 4% or $162,450 at 6%; with 50% employer match about $162,450 at 4% or $108,300 at 6%; with 100% employer match about $121,838 at 4% or $81,225 at 6%.
Stephenson Oil Company 401K Plan and Trust-5$1,235,857$48,735$9,747iApproximate average salary by contribution assumption: employee only about $243,675 at 4% or $162,450 at 6%; with 50% employer match about $162,450 at 4% or $108,300 at 6%; with 100% employer match about $121,838 at 4% or $81,225 at 6%.
202316$1,443,312$62,677$10,446iApproximate average salary by contribution assumption: employee only about $261,154 at 4% or $174,103 at 6%; with 50% employer match about $174,103 at 4% or $116,069 at 6%; with 100% employer match about $130,577 at 4% or $87,051 at 6%.
Stephenson Oil Company 401K Plan and Trust-6$1,443,312$62,677$10,446iApproximate average salary by contribution assumption: employee only about $261,154 at 4% or $174,103 at 6%; with 50% employer match about $174,103 at 4% or $116,069 at 6%; with 100% employer match about $130,577 at 4% or $87,051 at 6%.
202216$1,619,317$62,121$10,354iApproximate average salary by contribution assumption: employee only about $258,838 at 4% or $172,558 at 6%; with 50% employer match about $172,558 at 4% or $115,039 at 6%; with 100% employer match about $129,419 at 4% or $86,279 at 6%.
Stephenson Oil Company 401K Plan and Trust-6$1,619,317$62,121$10,354iApproximate average salary by contribution assumption: employee only about $258,838 at 4% or $172,558 at 6%; with 50% employer match about $172,558 at 4% or $115,039 at 6%; with 100% employer match about $129,419 at 4% or $86,279 at 6%.
202116$1,695,312$61,139$10,190iApproximate average salary by contribution assumption: employee only about $254,746 at 4% or $169,831 at 6%; with 50% employer match about $169,831 at 4% or $113,220 at 6%; with 100% employer match about $127,373 at 4% or $84,915 at 6%.
Stephenson Oil Company 401K Plan and Trust-6$1,695,312$61,139$10,190iApproximate average salary by contribution assumption: employee only about $254,746 at 4% or $169,831 at 6%; with 50% employer match about $169,831 at 4% or $113,220 at 6%; with 100% employer match about $127,373 at 4% or $84,915 at 6%.
202016$1,639,044$60,954$10,159iApproximate average salary by contribution assumption: employee only about $253,975 at 4% or $169,317 at 6%; with 50% employer match about $169,317 at 4% or $112,878 at 6%; with 100% employer match about $126,988 at 4% or $84,658 at 6%.
Stephenson Oil Company 401K Plan and Trust-6$1,639,044$60,954$10,159iApproximate average salary by contribution assumption: employee only about $253,975 at 4% or $169,317 at 6%; with 50% employer match about $169,317 at 4% or $112,878 at 6%; with 100% employer match about $126,988 at 4% or $84,658 at 6%.
201916$1,532,775$59,246$9,874iApproximate average salary by contribution assumption: employee only about $246,858 at 4% or $164,572 at 6%; with 50% employer match about $164,572 at 4% or $109,715 at 6%; with 100% employer match about $123,429 at 4% or $82,286 at 6%.
Stephenson Oil Company 401K Plan and Trust-6$1,532,775$59,246$9,874iApproximate average salary by contribution assumption: employee only about $246,858 at 4% or $164,572 at 6%; with 50% employer match about $164,572 at 4% or $109,715 at 6%; with 100% employer match about $123,429 at 4% or $82,286 at 6%.
201816$1,400,117$56,205$9,368iApproximate average salary by contribution assumption: employee only about $234,188 at 4% or $156,125 at 6%; with 50% employer match about $156,125 at 4% or $104,083 at 6%; with 100% employer match about $117,094 at 4% or $78,063 at 6%.
Stephenson Oil Company 401K Plan and Trust-6$1,400,117$56,205$9,368iApproximate average salary by contribution assumption: employee only about $234,188 at 4% or $156,125 at 6%; with 50% employer match about $156,125 at 4% or $104,083 at 6%; with 100% employer match about $117,094 at 4% or $78,063 at 6%.
201716$1,329,334$53,721$8,954iApproximate average salary by contribution assumption: employee only about $223,838 at 4% or $149,225 at 6%; with 50% employer match about $149,225 at 4% or $99,483 at 6%; with 100% employer match about $111,919 at 4% or $74,613 at 6%.
Stephenson Oil Company 401K Plan and Trust-6$1,329,334$53,721$8,954iApproximate average salary by contribution assumption: employee only about $223,838 at 4% or $149,225 at 6%; with 50% employer match about $149,225 at 4% or $99,483 at 6%; with 100% employer match about $111,919 at 4% or $74,613 at 6%.
201616$1,275,867$51,863$8,644iApproximate average salary by contribution assumption: employee only about $216,096 at 4% or $144,064 at 6%; with 50% employer match about $144,064 at 4% or $96,043 at 6%; with 100% employer match about $108,048 at 4% or $72,032 at 6%.
Stephenson Oil Company 401K Plan and Trust-6$1,275,867$51,863$8,644iApproximate average salary by contribution assumption: employee only about $216,096 at 4% or $144,064 at 6%; with 50% employer match about $144,064 at 4% or $96,043 at 6%; with 100% employer match about $108,048 at 4% or $72,032 at 6%.
201515$1,219,593$45,927$9,185iApproximate average salary by contribution assumption: employee only about $229,635 at 4% or $153,090 at 6%; with 50% employer match about $153,090 at 4% or $102,060 at 6%; with 100% employer match about $114,818 at 4% or $76,545 at 6%.
Stephenson Oil Company 401K Plan and Trust-5$1,219,593$45,927$9,185iApproximate average salary by contribution assumption: employee only about $229,635 at 4% or $153,090 at 6%; with 50% employer match about $153,090 at 4% or $102,060 at 6%; with 100% employer match about $114,818 at 4% or $76,545 at 6%.
201416$1,286,721$48,335$8,056iApproximate average salary by contribution assumption: employee only about $201,396 at 4% or $134,264 at 6%; with 50% employer match about $134,264 at 4% or $89,509 at 6%; with 100% employer match about $100,698 at 4% or $67,132 at 6%.
Stephenson Oil Company 401K Plan and Trust-6$1,286,721$48,335$8,056iApproximate average salary by contribution assumption: employee only about $201,396 at 4% or $134,264 at 6%; with 50% employer match about $134,264 at 4% or $89,509 at 6%; with 100% employer match about $100,698 at 4% or $67,132 at 6%.
201317$1,312,880$45,288$6,470iApproximate average salary by contribution assumption: employee only about $161,743 at 4% or $107,829 at 6%; with 50% employer match about $107,829 at 4% or $71,886 at 6%; with 100% employer match about $80,871 at 4% or $53,914 at 6%.
Stephenson Oil Company 401K Plan and Trust-7$1,312,880$45,288$6,470iApproximate average salary by contribution assumption: employee only about $161,743 at 4% or $107,829 at 6%; with 50% employer match about $107,829 at 4% or $71,886 at 6%; with 100% employer match about $80,871 at 4% or $53,914 at 6%.
201217$1,207,503$45,583$6,512iApproximate average salary by contribution assumption: employee only about $162,796 at 4% or $108,531 at 6%; with 50% employer match about $108,531 at 4% or $72,354 at 6%; with 100% employer match about $81,398 at 4% or $54,265 at 6%.
Stephenson Oil Company 401K Plan and Trust-7$1,207,503$45,583$6,512iApproximate average salary by contribution assumption: employee only about $162,796 at 4% or $108,531 at 6%; with 50% employer match about $108,531 at 4% or $72,354 at 6%; with 100% employer match about $81,398 at 4% or $54,265 at 6%.
201118$1,124,863$42,241$5,280iApproximate average salary by contribution assumption: employee only about $132,003 at 4% or $88,002 at 6%; with 50% employer match about $88,002 at 4% or $58,668 at 6%; with 100% employer match about $66,002 at 4% or $44,001 at 6%.
Stephenson Oil Company 401K Plan and Trust-8$1,124,863$42,241$5,280iApproximate average salary by contribution assumption: employee only about $132,003 at 4% or $88,002 at 6%; with 50% employer match about $88,002 at 4% or $58,668 at 6%; with 100% employer match about $66,002 at 4% or $44,001 at 6%.
201017$1,052,339$48,195$6,885iApproximate average salary by contribution assumption: employee only about $172,125 at 4% or $114,750 at 6%; with 50% employer match about $114,750 at 4% or $76,500 at 6%; with 100% employer match about $86,063 at 4% or $57,375 at 6%.
Stephenson Oil Company 401K Plan and Trust-7$1,052,339$48,195$6,885iApproximate average salary by contribution assumption: employee only about $172,125 at 4% or $114,750 at 6%; with 50% employer match about $114,750 at 4% or $76,500 at 6%; with 100% employer match about $86,063 at 4% or $57,375 at 6%.
200917$921,838$47,411$6,773iApproximate average salary by contribution assumption: employee only about $169,325 at 4% or $112,883 at 6%; with 50% employer match about $112,883 at 4% or $75,256 at 6%; with 100% employer match about $84,663 at 4% or $56,442 at 6%.
Stephenson Oil Company 401K Plan and Trust-7$921,838$47,411$6,773iApproximate average salary by contribution assumption: employee only about $169,325 at 4% or $112,883 at 6%; with 50% employer match about $112,883 at 4% or $75,256 at 6%; with 100% employer match about $84,663 at 4% or $56,442 at 6%.
200817$856,344$46,685$6,669iApproximate average salary by contribution assumption: employee only about $166,732 at 4% or $111,155 at 6%; with 50% employer match about $111,155 at 4% or $74,103 at 6%; with 100% employer match about $83,366 at 4% or $55,577 at 6%.
Stephenson Oil Company 401K Plan and Trust-7$856,344$46,685$6,669iApproximate average salary by contribution assumption: employee only about $166,732 at 4% or $111,155 at 6%; with 50% employer match about $111,155 at 4% or $74,103 at 6%; with 100% employer match about $83,366 at 4% or $55,577 at 6%.
200717$0$0-
Stephenson Oil Company 401K Plan and Trust-7---
200618$785,186$31,412$3,927iApproximate average salary by contribution assumption: employee only about $98,163 at 4% or $65,442 at 6%; with 50% employer match about $65,442 at 4% or $43,628 at 6%; with 100% employer match about $49,081 at 4% or $32,721 at 6%.
Stephenson Oil Company 401K Plan and Trust-8$785,186$31,412$3,927iApproximate average salary by contribution assumption: employee only about $98,163 at 4% or $65,442 at 6%; with 50% employer match about $65,442 at 4% or $43,628 at 6%; with 100% employer match about $49,081 at 4% or $32,721 at 6%.
200517$726,300$31,405$4,486iApproximate average salary by contribution assumption: employee only about $112,161 at 4% or $74,774 at 6%; with 50% employer match about $74,774 at 4% or $49,849 at 6%; with 100% employer match about $56,080 at 4% or $37,387 at 6%.
Stephenson Oil Company 401K Plan and Trust-7$726,300$31,405$4,486iApproximate average salary by contribution assumption: employee only about $112,161 at 4% or $74,774 at 6%; with 50% employer match about $74,774 at 4% or $49,849 at 6%; with 100% employer match about $56,080 at 4% or $37,387 at 6%.
200419$665,761$31,334$3,482iApproximate average salary by contribution assumption: employee only about $87,039 at 4% or $58,026 at 6%; with 50% employer match about $58,026 at 4% or $38,684 at 6%; with 100% employer match about $43,519 at 4% or $29,013 at 6%.
Stephenson Oil Company 401K Plan and Trust-9$665,761$31,334$3,482iApproximate average salary by contribution assumption: employee only about $87,039 at 4% or $58,026 at 6%; with 50% employer match about $58,026 at 4% or $38,684 at 6%; with 100% employer match about $43,519 at 4% or $29,013 at 6%.
200319$595,471$32,694$3,633iApproximate average salary by contribution assumption: employee only about $90,817 at 4% or $60,544 at 6%; with 50% employer match about $60,544 at 4% or $40,363 at 6%; with 100% employer match about $45,408 at 4% or $30,272 at 6%.
Stephenson Oil Company 401K Plan and Trust-9$595,471$32,694$3,633iApproximate average salary by contribution assumption: employee only about $90,817 at 4% or $60,544 at 6%; with 50% employer match about $60,544 at 4% or $40,363 at 6%; with 100% employer match about $45,408 at 4% or $30,272 at 6%.
2002110$526,067$55,442$5,544iApproximate average salary by contribution assumption: employee only about $138,605 at 4% or $92,403 at 6%; with 50% employer match about $92,403 at 4% or $61,602 at 6%; with 100% employer match about $69,303 at 4% or $46,202 at 6%.
Stephenson Oil Company 401K Plan and Trust-10$526,067$55,442$5,544iApproximate average salary by contribution assumption: employee only about $138,605 at 4% or $92,403 at 6%; with 50% employer match about $92,403 at 4% or $61,602 at 6%; with 100% employer match about $69,303 at 4% or $46,202 at 6%.
2001110$698,509$32,346$3,235iApproximate average salary by contribution assumption: employee only about $80,865 at 4% or $53,910 at 6%; with 50% employer match about $53,910 at 4% or $35,940 at 6%; with 100% employer match about $40,433 at 4% or $26,955 at 6%.
Stephenson Oil Company 401K Plan and Trust-10$698,509$32,346$3,235iApproximate average salary by contribution assumption: employee only about $80,865 at 4% or $53,910 at 6%; with 50% employer match about $53,910 at 4% or $35,940 at 6%; with 100% employer match about $40,433 at 4% or $26,955 at 6%.
200019$683,829$50,557$5,617iApproximate average salary by contribution assumption: employee only about $140,436 at 4% or $93,624 at 6%; with 50% employer match about $93,624 at 4% or $62,416 at 6%; with 100% employer match about $70,218 at 4% or $46,812 at 6%.
Stephenson Oil Company 401K Plan and Trust-9$683,829$50,557$5,617iApproximate average salary by contribution assumption: employee only about $140,436 at 4% or $93,624 at 6%; with 50% employer match about $93,624 at 4% or $62,416 at 6%; with 100% employer match about $70,218 at 4% or $46,812 at 6%.
199918$635,495$48,136$6,017iApproximate average salary by contribution assumption: employee only about $150,425 at 4% or $100,283 at 6%; with 50% employer match about $100,283 at 4% or $66,856 at 6%; with 100% employer match about $75,213 at 4% or $50,142 at 6%.
Stephenson Oil Company 401K Plan and Trust-8$635,495$48,136$6,017iApproximate average salary by contribution assumption: employee only about $150,425 at 4% or $100,283 at 6%; with 50% employer match about $100,283 at 4% or $66,856 at 6%; with 100% employer match about $75,213 at 4% or $50,142 at 6%.