Civic Intelligence

Long, Schaefer & Company Inc.

Plan context: Long, Schaefer & Company Safe Harbor 401K Plan

EIN 31-1386715 • Cincinnati, OH • 21 filings • 2 plans

3377 Compton Road Suite 120Cincinnati, OH 45251
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$2,956,445

2024 Contributions

$184,684

Historical Graphs

Total Assets Over Time

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

$2,956,445$1,478,223$0200320142024YearValue
$2,956,445Latest year 2024

Participants Over Time

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

21110200320142024YearValue
12Latest 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
2024112$2,956,445$184,684$15,390iApproximate average salary by contribution assumption: employee only about $384,758 at 4% or $256,506 at 6%; with 50% employer match about $256,506 at 4% or $171,004 at 6%; with 100% employer match about $192,379 at 4% or $128,253 at 6%.
Long, Schaefer & Company Safe Harbor 401K Plan-12$2,956,445$184,684$15,390iApproximate average salary by contribution assumption: employee only about $384,758 at 4% or $256,506 at 6%; with 50% employer match about $256,506 at 4% or $171,004 at 6%; with 100% employer match about $192,379 at 4% or $128,253 at 6%.
2023113$2,698,847$240,300$18,485iApproximate average salary by contribution assumption: employee only about $462,115 at 4% or $308,077 at 6%; with 50% employer match about $308,077 at 4% or $205,385 at 6%; with 100% employer match about $231,058 at 4% or $154,038 at 6%.
Long, Schaefer & Company Safe Harbor 401K Plan-13$2,698,847$240,300$18,485iApproximate average salary by contribution assumption: employee only about $462,115 at 4% or $308,077 at 6%; with 50% employer match about $308,077 at 4% or $205,385 at 6%; with 100% employer match about $231,058 at 4% or $154,038 at 6%.
2022111$2,170,430$193,084$17,553iApproximate average salary by contribution assumption: employee only about $438,827 at 4% or $292,552 at 6%; with 50% employer match about $292,552 at 4% or $195,034 at 6%; with 100% employer match about $219,414 at 4% or $146,276 at 6%.
Long, Schaefer & Company Safe Harbor 401K Plan-11$2,170,430$193,084$17,553iApproximate average salary by contribution assumption: employee only about $438,827 at 4% or $292,552 at 6%; with 50% employer match about $292,552 at 4% or $195,034 at 6%; with 100% employer match about $219,414 at 4% or $146,276 at 6%.
2021114$2,554,922$224,126$16,009iApproximate average salary by contribution assumption: employee only about $400,225 at 4% or $266,817 at 6%; with 50% employer match about $266,817 at 4% or $177,878 at 6%; with 100% employer match about $200,113 at 4% or $133,408 at 6%.
Long, Schaefer & Company Safe Harbor 401K Plan-14$2,554,922$224,126$16,009iApproximate average salary by contribution assumption: employee only about $400,225 at 4% or $266,817 at 6%; with 50% employer match about $266,817 at 4% or $177,878 at 6%; with 100% employer match about $200,113 at 4% or $133,408 at 6%.
2020117$2,805,475$101,758$5,986iApproximate average salary by contribution assumption: employee only about $149,644 at 4% or $99,763 at 6%; with 50% employer match about $99,763 at 4% or $66,508 at 6%; with 100% employer match about $74,822 at 4% or $49,881 at 6%.
Long, Schaefer & Company Safe Harbor 401K Plan-17$2,805,475$101,758$5,986iApproximate average salary by contribution assumption: employee only about $149,644 at 4% or $99,763 at 6%; with 50% employer match about $99,763 at 4% or $66,508 at 6%; with 100% employer match about $74,822 at 4% or $49,881 at 6%.
2019115$2,731,123$253,244$16,883iApproximate average salary by contribution assumption: employee only about $422,073 at 4% or $281,382 at 6%; with 50% employer match about $281,382 at 4% or $187,588 at 6%; with 100% employer match about $211,037 at 4% or $140,691 at 6%.
Long, Schaefer & Company Safe Harbor 401K Plan-15$2,731,123$253,244$16,883iApproximate average salary by contribution assumption: employee only about $422,073 at 4% or $281,382 at 6%; with 50% employer match about $281,382 at 4% or $187,588 at 6%; with 100% employer match about $211,037 at 4% or $140,691 at 6%.
2018115$2,054,412$240,360$16,024iApproximate average salary by contribution assumption: employee only about $400,600 at 4% or $267,067 at 6%; with 50% employer match about $267,067 at 4% or $178,044 at 6%; with 100% employer match about $200,300 at 4% or $133,533 at 6%.
Long, Schaefer & Company Safe Harbor 401K Plan-15$2,054,412$240,360$16,024iApproximate average salary by contribution assumption: employee only about $400,600 at 4% or $267,067 at 6%; with 50% employer match about $267,067 at 4% or $178,044 at 6%; with 100% employer match about $200,300 at 4% or $133,533 at 6%.
2017116$2,020,065$235,349$14,709iApproximate average salary by contribution assumption: employee only about $367,733 at 4% or $245,155 at 6%; with 50% employer match about $245,155 at 4% or $163,437 at 6%; with 100% employer match about $183,866 at 4% or $122,578 at 6%.
Long, Schaefer & Company Safe Harbor 401K Plan-16$2,020,065$235,349$14,709iApproximate average salary by contribution assumption: employee only about $367,733 at 4% or $245,155 at 6%; with 50% employer match about $245,155 at 4% or $163,437 at 6%; with 100% employer match about $183,866 at 4% or $122,578 at 6%.
2016117$1,531,146$213,935$12,584iApproximate average salary by contribution assumption: employee only about $314,610 at 4% or $209,740 at 6%; with 50% employer match about $209,740 at 4% or $139,827 at 6%; with 100% employer match about $157,305 at 4% or $104,870 at 6%.
Long, Schaefer & Company Safe Harbor 401K Plan-17$1,531,146$213,935$12,584iApproximate average salary by contribution assumption: employee only about $314,610 at 4% or $209,740 at 6%; with 50% employer match about $209,740 at 4% or $139,827 at 6%; with 100% employer match about $157,305 at 4% or $104,870 at 6%.
2015118$1,331,496$120,322$6,685iApproximate average salary by contribution assumption: employee only about $167,114 at 4% or $111,409 at 6%; with 50% employer match about $111,409 at 4% or $74,273 at 6%; with 100% employer match about $83,557 at 4% or $55,705 at 6%.
Long, Schaefer & Company Safe Harbor 401K Plan-18$1,331,496$120,322$6,685iApproximate average salary by contribution assumption: employee only about $167,114 at 4% or $111,409 at 6%; with 50% employer match about $111,409 at 4% or $74,273 at 6%; with 100% employer match about $83,557 at 4% or $55,705 at 6%.
2014119$1,306,176$95,197$5,010iApproximate average salary by contribution assumption: employee only about $125,259 at 4% or $83,506 at 6%; with 50% employer match about $83,506 at 4% or $55,671 at 6%; with 100% employer match about $62,630 at 4% or $41,753 at 6%.
Long, Schaefer & Company Safe Harbor 401K Plan-19$1,306,176$95,197$5,010iApproximate average salary by contribution assumption: employee only about $125,259 at 4% or $83,506 at 6%; with 50% employer match about $83,506 at 4% or $55,671 at 6%; with 100% employer match about $62,630 at 4% or $41,753 at 6%.
2013121$1,423,806$87,628$4,173iApproximate average salary by contribution assumption: employee only about $104,319 at 4% or $69,546 at 6%; with 50% employer match about $69,546 at 4% or $46,364 at 6%; with 100% employer match about $52,160 at 4% or $34,773 at 6%.
Long, Schaefer & Company Safe Harbor 401K Plan-21$1,423,806$87,628$4,173iApproximate average salary by contribution assumption: employee only about $104,319 at 4% or $69,546 at 6%; with 50% employer match about $69,546 at 4% or $46,364 at 6%; with 100% employer match about $52,160 at 4% or $34,773 at 6%.
2012120$1,086,583$109,904$5,495iApproximate average salary by contribution assumption: employee only about $137,380 at 4% or $91,587 at 6%; with 50% employer match about $91,587 at 4% or $61,058 at 6%; with 100% employer match about $68,690 at 4% or $45,793 at 6%.
Long, Schaefer & Company Safe Harbor 401K Plan-20$1,086,583$109,904$5,495iApproximate average salary by contribution assumption: employee only about $137,380 at 4% or $91,587 at 6%; with 50% employer match about $91,587 at 4% or $61,058 at 6%; with 100% employer match about $68,690 at 4% or $45,793 at 6%.
2011116$821,914$113,971$7,123iApproximate average salary by contribution assumption: employee only about $178,080 at 4% or $118,720 at 6%; with 50% employer match about $118,720 at 4% or $79,147 at 6%; with 100% employer match about $89,040 at 4% or $59,360 at 6%.
Long, Schaefer & Company Safe Harbor 401K Plan-16$821,914$113,971$7,123iApproximate average salary by contribution assumption: employee only about $178,080 at 4% or $118,720 at 6%; with 50% employer match about $118,720 at 4% or $79,147 at 6%; with 100% employer match about $89,040 at 4% or $59,360 at 6%.
2010117$745,610$104,518$6,148iApproximate average salary by contribution assumption: employee only about $153,703 at 4% or $102,469 at 6%; with 50% employer match about $102,469 at 4% or $68,312 at 6%; with 100% employer match about $76,851 at 4% or $51,234 at 6%.
Long, Schaefer & Company Safe Harbor 401K Plan-17$745,610$104,518$6,148iApproximate average salary by contribution assumption: employee only about $153,703 at 4% or $102,469 at 6%; with 50% employer match about $102,469 at 4% or $68,312 at 6%; with 100% employer match about $76,851 at 4% or $51,234 at 6%.
2009118$559,305$80,289$4,461iApproximate average salary by contribution assumption: employee only about $111,513 at 4% or $74,342 at 6%; with 50% employer match about $74,342 at 4% or $49,561 at 6%; with 100% employer match about $55,756 at 4% or $37,171 at 6%.
Long, Schaefer & Company Safe Harbor 401K Plan-18$559,305$80,289$4,461iApproximate average salary by contribution assumption: employee only about $111,513 at 4% or $74,342 at 6%; with 50% employer match about $74,342 at 4% or $49,561 at 6%; with 100% employer match about $55,756 at 4% or $37,171 at 6%.
2008114$386,444$94,176$6,727iApproximate average salary by contribution assumption: employee only about $168,171 at 4% or $112,114 at 6%; with 50% employer match about $112,114 at 4% or $74,743 at 6%; with 100% employer match about $84,086 at 4% or $56,057 at 6%.
Long, Schaefer & Company Safe Harbor 401K Plan-14$386,444$94,176$6,727iApproximate average salary by contribution assumption: employee only about $168,171 at 4% or $112,114 at 6%; with 50% employer match about $112,114 at 4% or $74,743 at 6%; with 100% employer match about $84,086 at 4% or $56,057 at 6%.
2007114$515,692$86,559$6,183iApproximate average salary by contribution assumption: employee only about $154,570 at 4% or $103,046 at 6%; with 50% employer match about $103,046 at 4% or $68,698 at 6%; with 100% employer match about $77,285 at 4% or $51,523 at 6%.
Long, Schaefer & Company Safe Harbor 401K Plan-14$515,692$86,559$6,183iApproximate average salary by contribution assumption: employee only about $154,570 at 4% or $103,046 at 6%; with 50% employer match about $103,046 at 4% or $68,698 at 6%; with 100% employer match about $77,285 at 4% or $51,523 at 6%.
2005116$260,895$99,830$6,239iApproximate average salary by contribution assumption: employee only about $155,984 at 4% or $103,990 at 6%; with 50% employer match about $103,990 at 4% or $69,326 at 6%; with 100% employer match about $77,992 at 4% or $51,995 at 6%.
Long, Schaefer & Company Safe Harbor 401K Plan-16$260,895$99,830$6,239iApproximate average salary by contribution assumption: employee only about $155,984 at 4% or $103,990 at 6%; with 50% employer match about $103,990 at 4% or $69,326 at 6%; with 100% employer match about $77,992 at 4% or $51,995 at 6%.
2004114$142,985$86,832$6,202iApproximate average salary by contribution assumption: employee only about $155,057 at 4% or $103,371 at 6%; with 50% employer match about $103,371 at 4% or $68,914 at 6%; with 100% employer match about $77,529 at 4% or $51,686 at 6%.
Long, Schaefer & Company Safe Harbor 401K Plan-14$142,985$86,832$6,202iApproximate average salary by contribution assumption: employee only about $155,057 at 4% or $103,371 at 6%; with 50% employer match about $103,371 at 4% or $68,914 at 6%; with 100% employer match about $77,529 at 4% or $51,686 at 6%.
2003112$48,467$41,989$3,499iApproximate average salary by contribution assumption: employee only about $87,477 at 4% or $58,318 at 6%; with 50% employer match about $58,318 at 4% or $38,879 at 6%; with 100% employer match about $43,739 at 4% or $29,159 at 6%.
Long, Schaefer & Company Safe Harbor 401K Plan-12$48,467$41,989$3,499iApproximate average salary by contribution assumption: employee only about $87,477 at 4% or $58,318 at 6%; with 50% employer match about $58,318 at 4% or $38,879 at 6%; with 100% employer match about $43,739 at 4% or $29,159 at 6%.