Civic Intelligence

Steven Schaefer Associates Inc.

Plan context: Steven Schaefer Associates 401K Profit Sharing Plan

EIN 31-0964154 • Cincinnati, OH • 25 filings • 4 plans

537 East Pete Rose Way Suite 400Cincinnati, OH 45202
Current Snapshot

Latest Year

2024

2024 Participants

102

2024 Assets

$29,281,741

2024 Contributions

$1,867,415

Historical Graphs

Total Assets Over Time

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

$29,281,741$14,640,871$0199920122024YearValue
$29,281,741Latest year 2024

Participants Over Time

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

119600199920122024YearValue
102Latest 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
20241102$29,281,741$1,867,415$18,308iApproximate average salary by contribution assumption: employee only about $457,700 at 4% or $305,133 at 6%; with 50% employer match about $305,133 at 4% or $203,422 at 6%; with 100% employer match about $228,850 at 4% or $152,567 at 6%.
Steven Schaefer Associates 401K Profit Sharing Plan-102$29,281,741$1,867,415$18,308iApproximate average salary by contribution assumption: employee only about $457,700 at 4% or $305,133 at 6%; with 50% employer match about $305,133 at 4% or $203,422 at 6%; with 100% employer match about $228,850 at 4% or $152,567 at 6%.
202310$24,648,280$1,570,789-
Steven Schaefer Associates 401K Profit Sharing Plan-0$24,648,280$1,570,789-
20221119$20,608,370$1,642,088$13,799iApproximate average salary by contribution assumption: employee only about $344,976 at 4% or $229,984 at 6%; with 50% employer match about $229,984 at 4% or $153,323 at 6%; with 100% employer match about $172,488 at 4% or $114,992 at 6%.
Steven Schaefer Associates 401K Profit Sharing Plan-119$20,608,370$1,642,088$13,799iApproximate average salary by contribution assumption: employee only about $344,976 at 4% or $229,984 at 6%; with 50% employer match about $229,984 at 4% or $153,323 at 6%; with 100% employer match about $172,488 at 4% or $114,992 at 6%.
20211110$23,761,935$1,382,169$12,565iApproximate average salary by contribution assumption: employee only about $314,129 at 4% or $209,420 at 6%; with 50% employer match about $209,420 at 4% or $139,613 at 6%; with 100% employer match about $157,065 at 4% or $104,710 at 6%.
Steven Schaefer Associates 401K Profit Sharing Plan-110$23,761,935$1,382,169$12,565iApproximate average salary by contribution assumption: employee only about $314,129 at 4% or $209,420 at 6%; with 50% employer match about $209,420 at 4% or $139,613 at 6%; with 100% employer match about $157,065 at 4% or $104,710 at 6%.
20201101$19,710,721$1,285,429$12,727iApproximate average salary by contribution assumption: employee only about $318,175 at 4% or $212,117 at 6%; with 50% employer match about $212,117 at 4% or $141,411 at 6%; with 100% employer match about $159,088 at 4% or $106,058 at 6%.
Steven Schaefer Associates 401K Profit Sharing Plan-101$19,710,721$1,285,429$12,727iApproximate average salary by contribution assumption: employee only about $318,175 at 4% or $212,117 at 6%; with 50% employer match about $212,117 at 4% or $141,411 at 6%; with 100% employer match about $159,088 at 4% or $106,058 at 6%.
2019199$15,858,993$1,237,012$12,495iApproximate average salary by contribution assumption: employee only about $312,377 at 4% or $208,251 at 6%; with 50% employer match about $208,251 at 4% or $138,834 at 6%; with 100% employer match about $156,188 at 4% or $104,126 at 6%.
Steven Schaefer Associates 401K Profit Sharing Plan-99$15,858,993$1,237,012$12,495iApproximate average salary by contribution assumption: employee only about $312,377 at 4% or $208,251 at 6%; with 50% employer match about $208,251 at 4% or $138,834 at 6%; with 100% employer match about $156,188 at 4% or $104,126 at 6%.
2018194$12,614,232$915,967$9,744iApproximate average salary by contribution assumption: employee only about $243,608 at 4% or $162,405 at 6%; with 50% employer match about $162,405 at 4% or $108,270 at 6%; with 100% employer match about $121,804 at 4% or $81,203 at 6%.
Steven Schaefer Associates 401K Profit Sharing Plan-94$12,614,232$915,967$9,744iApproximate average salary by contribution assumption: employee only about $243,608 at 4% or $162,405 at 6%; with 50% employer match about $162,405 at 4% or $108,270 at 6%; with 100% employer match about $121,804 at 4% or $81,203 at 6%.
2017185$13,168,824$967,275$11,380iApproximate average salary by contribution assumption: employee only about $284,493 at 4% or $189,662 at 6%; with 50% employer match about $189,662 at 4% or $126,441 at 6%; with 100% employer match about $142,246 at 4% or $94,831 at 6%.
Steven Schaefer Associates 401K Profit Sharing Plan-85$13,168,824$967,275$11,380iApproximate average salary by contribution assumption: employee only about $284,493 at 4% or $189,662 at 6%; with 50% employer match about $189,662 at 4% or $126,441 at 6%; with 100% employer match about $142,246 at 4% or $94,831 at 6%.
2016182$10,356,189$1,058,612$12,910iApproximate average salary by contribution assumption: employee only about $322,748 at 4% or $215,165 at 6%; with 50% employer match about $215,165 at 4% or $143,443 at 6%; with 100% employer match about $161,374 at 4% or $107,583 at 6%.
Steven Schaefer Associates 401K Profit Sharing Plan-82$10,356,189$1,058,612$12,910iApproximate average salary by contribution assumption: employee only about $322,748 at 4% or $215,165 at 6%; with 50% employer match about $215,165 at 4% or $143,443 at 6%; with 100% employer match about $161,374 at 4% or $107,583 at 6%.
2015166$8,604,134$610,051$9,243iApproximate average salary by contribution assumption: employee only about $231,080 at 4% or $154,053 at 6%; with 50% employer match about $154,053 at 4% or $102,702 at 6%; with 100% employer match about $115,540 at 4% or $77,027 at 6%.
Steven Schaefer Associates 401K Profit Sharing Plan-66$8,604,134$610,051$9,243iApproximate average salary by contribution assumption: employee only about $231,080 at 4% or $154,053 at 6%; with 50% employer match about $154,053 at 4% or $102,702 at 6%; with 100% employer match about $115,540 at 4% or $77,027 at 6%.
2014161$8,289,767$549,900$9,015iApproximate average salary by contribution assumption: employee only about $225,369 at 4% or $150,246 at 6%; with 50% employer match about $150,246 at 4% or $100,164 at 6%; with 100% employer match about $112,684 at 4% or $75,123 at 6%.
Steven Schaefer Associates 401K Profit Sharing Plan-61$8,289,767$549,900$9,015iApproximate average salary by contribution assumption: employee only about $225,369 at 4% or $150,246 at 6%; with 50% employer match about $150,246 at 4% or $100,164 at 6%; with 100% employer match about $112,684 at 4% or $75,123 at 6%.
2013160$7,357,714$477,767$7,963iApproximate average salary by contribution assumption: employee only about $199,070 at 4% or $132,713 at 6%; with 50% employer match about $132,713 at 4% or $88,475 at 6%; with 100% employer match about $99,535 at 4% or $66,357 at 6%.
Steven Schaefer Associates 401K Profit Sharing Plan-60$7,357,714$477,767$7,963iApproximate average salary by contribution assumption: employee only about $199,070 at 4% or $132,713 at 6%; with 50% employer match about $132,713 at 4% or $88,475 at 6%; with 100% employer match about $99,535 at 4% or $66,357 at 6%.
2012159$5,757,077$406,128$6,884iApproximate average salary by contribution assumption: employee only about $172,088 at 4% or $114,725 at 6%; with 50% employer match about $114,725 at 4% or $76,484 at 6%; with 100% employer match about $86,044 at 4% or $57,363 at 6%.
Steven Schaefer Associates 401K Profit Sharing Plan-59$5,757,077$406,128$6,884iApproximate average salary by contribution assumption: employee only about $172,088 at 4% or $114,725 at 6%; with 50% employer match about $114,725 at 4% or $76,484 at 6%; with 100% employer match about $86,044 at 4% or $57,363 at 6%.
2011157$2,784,235$610,064$10,703iApproximate average salary by contribution assumption: employee only about $267,572 at 4% or $178,381 at 6%; with 50% employer match about $178,381 at 4% or $118,921 at 6%; with 100% employer match about $133,786 at 4% or $89,191 at 6%.
Steven Schaefer Associates 401K Profit Sharing Plan-57$2,784,235$610,064$10,703iApproximate average salary by contribution assumption: employee only about $267,572 at 4% or $178,381 at 6%; with 50% employer match about $178,381 at 4% or $118,921 at 6%; with 100% employer match about $133,786 at 4% or $89,191 at 6%.
2010157$4,744,235$335,255$5,882iApproximate average salary by contribution assumption: employee only about $147,042 at 4% or $98,028 at 6%; with 50% employer match about $98,028 at 4% or $65,352 at 6%; with 100% employer match about $73,521 at 4% or $49,014 at 6%.
Steven Schaefer Associates 401K Profit Sharing Plan-57$4,744,235$335,255$5,882iApproximate average salary by contribution assumption: employee only about $147,042 at 4% or $98,028 at 6%; with 50% employer match about $98,028 at 4% or $65,352 at 6%; with 100% employer match about $73,521 at 4% or $49,014 at 6%.
2009159$3,946,722$412,985$7,000iApproximate average salary by contribution assumption: employee only about $174,994 at 4% or $116,662 at 6%; with 50% employer match about $116,662 at 4% or $77,775 at 6%; with 100% employer match about $87,497 at 4% or $58,331 at 6%.
Steven Schaefer Associates 401K Profit Sharing Plan-59$3,946,722$412,985$7,000iApproximate average salary by contribution assumption: employee only about $174,994 at 4% or $116,662 at 6%; with 50% employer match about $116,662 at 4% or $77,775 at 6%; with 100% employer match about $87,497 at 4% or $58,331 at 6%.
2008157$2,784,235$610,064$10,703iApproximate average salary by contribution assumption: employee only about $267,572 at 4% or $178,381 at 6%; with 50% employer match about $178,381 at 4% or $118,921 at 6%; with 100% employer match about $133,786 at 4% or $89,191 at 6%.
Steven Schaefer Associates 401K Profit Sharing Plan-57$2,784,235$610,064$10,703iApproximate average salary by contribution assumption: employee only about $267,572 at 4% or $178,381 at 6%; with 50% employer match about $178,381 at 4% or $118,921 at 6%; with 100% employer match about $133,786 at 4% or $89,191 at 6%.
2007156$3,565,412$537,972$9,607iApproximate average salary by contribution assumption: employee only about $240,166 at 4% or $160,111 at 6%; with 50% employer match about $160,111 at 4% or $106,740 at 6%; with 100% employer match about $120,083 at 4% or $80,055 at 6%.
Steven Schaefer Associates 401K Profit Sharing Plan-56$3,565,412$537,972$9,607iApproximate average salary by contribution assumption: employee only about $240,166 at 4% or $160,111 at 6%; with 50% employer match about $160,111 at 4% or $106,740 at 6%; with 100% employer match about $120,083 at 4% or $80,055 at 6%.
2006152$2,868,929$449,938$8,653iApproximate average salary by contribution assumption: employee only about $216,316 at 4% or $144,211 at 6%; with 50% employer match about $144,211 at 4% or $96,141 at 6%; with 100% employer match about $108,158 at 4% or $72,105 at 6%.
Steven Schaefer Associates 401K Profit Sharing Plan-52$2,868,929$449,938$8,653iApproximate average salary by contribution assumption: employee only about $216,316 at 4% or $144,211 at 6%; with 50% employer match about $144,211 at 4% or $96,141 at 6%; with 100% employer match about $108,158 at 4% or $72,105 at 6%.
2005133$2,122,702$400,409$12,134iApproximate average salary by contribution assumption: employee only about $303,340 at 4% or $202,227 at 6%; with 50% employer match about $202,227 at 4% or $134,818 at 6%; with 100% employer match about $151,670 at 4% or $101,113 at 6%.
Steven Schaefer Associates 401K Profit Sharing Plan-33$2,122,702$400,409$12,134iApproximate average salary by contribution assumption: employee only about $303,340 at 4% or $202,227 at 6%; with 50% employer match about $202,227 at 4% or $134,818 at 6%; with 100% employer match about $151,670 at 4% or $101,113 at 6%.
2004127$1,551,599$264,097$9,781iApproximate average salary by contribution assumption: employee only about $244,534 at 4% or $163,023 at 6%; with 50% employer match about $163,023 at 4% or $108,682 at 6%; with 100% employer match about $122,267 at 4% or $81,511 at 6%.
Steven Schaefer Associates 401K Profit Sharing Plan-27$1,551,599$264,097$9,781iApproximate average salary by contribution assumption: employee only about $244,534 at 4% or $163,023 at 6%; with 50% employer match about $163,023 at 4% or $108,682 at 6%; with 100% employer match about $122,267 at 4% or $81,511 at 6%.
2003127$1,138,358$200,854$7,439iApproximate average salary by contribution assumption: employee only about $185,976 at 4% or $123,984 at 6%; with 50% employer match about $123,984 at 4% or $82,656 at 6%; with 100% employer match about $92,988 at 4% or $61,992 at 6%.
Steven Schaefer Associates 401K Profit Sharing Plan-27$1,138,358$200,854$7,439iApproximate average salary by contribution assumption: employee only about $185,976 at 4% or $123,984 at 6%; with 50% employer match about $123,984 at 4% or $82,656 at 6%; with 100% employer match about $92,988 at 4% or $61,992 at 6%.
2002129$709,484$189,369$6,530iApproximate average salary by contribution assumption: employee only about $163,249 at 4% or $108,833 at 6%; with 50% employer match about $108,833 at 4% or $72,555 at 6%; with 100% employer match about $81,625 at 4% or $54,416 at 6%.
Steven Schaefer Associates 401K Profit Sharing Plan-29$709,484$189,369$6,530iApproximate average salary by contribution assumption: employee only about $163,249 at 4% or $108,833 at 6%; with 50% employer match about $108,833 at 4% or $72,555 at 6%; with 100% employer match about $81,625 at 4% or $54,416 at 6%.
2001129$684,654$171,358$5,909iApproximate average salary by contribution assumption: employee only about $147,722 at 4% or $98,482 at 6%; with 50% employer match about $98,482 at 4% or $65,654 at 6%; with 100% employer match about $73,861 at 4% or $49,241 at 6%.
Steven Schaefer Associates 401K Profit Sharing Plan-29$684,654$171,358$5,909iApproximate average salary by contribution assumption: employee only about $147,722 at 4% or $98,482 at 6%; with 50% employer match about $98,482 at 4% or $65,654 at 6%; with 100% employer match about $73,861 at 4% or $49,241 at 6%.
1999125$514,006$142,174$5,687iApproximate average salary by contribution assumption: employee only about $142,174 at 4% or $94,783 at 6%; with 50% employer match about $94,783 at 4% or $63,188 at 6%; with 100% employer match about $71,087 at 4% or $47,391 at 6%.
Steven Schaefer Associates 401K Profit Sharing Plan-25$514,006$142,174$5,687iApproximate average salary by contribution assumption: employee only about $142,174 at 4% or $94,783 at 6%; with 50% employer match about $94,783 at 4% or $63,188 at 6%; with 100% employer match about $71,087 at 4% or $47,391 at 6%.