Civic Intelligence

Stephenson and Warner, Inc.

Plan context: Stephenson and Warner Inc. 401(K) Profit Sharing Retirement Plan

EIN 31-1452851 • Hamilton, OH • 25 filings • 5 plans

1502 University BoulevardHamilton, OH 45011
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$1,817,466

2024 Contributions

$303,010

Historical Graphs

Total Assets Over Time

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

$2,201,153$1,100,577$0200920172024YearValue
$1,817,466Latest year 2024

Participants Over Time

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

1680200920172024YearValue
15Latest 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
2024315$1,817,466$303,010$20,201iApproximate average salary by contribution assumption: employee only about $505,017 at 4% or $336,678 at 6%; with 50% employer match about $336,678 at 4% or $224,452 at 6%; with 100% employer match about $252,508 at 4% or $168,339 at 6%.
Stephenson and Warner Inc. 401(K) Profit Sharing Retirement Plan-15$1,786,896$236,919$15,795iApproximate average salary by contribution assumption: employee only about $394,865 at 4% or $263,243 at 6%; with 50% employer match about $263,243 at 4% or $175,496 at 6%; with 100% employer match about $197,433 at 4% or $131,622 at 6%.
GREAT LAKES RENTAL & EQUIPMENT WELFARE PLAN-6$24,769$34,668$5,778iApproximate average salary by contribution assumption: employee only about $144,450 at 4% or $96,300 at 6%; with 50% employer match about $96,300 at 4% or $64,200 at 6%; with 100% employer match about $72,225 at 4% or $48,150 at 6%.
STEPHENSON AND WARNER, INC. SOCA BENEFIT PLAN-6$5,801$31,423$5,237iApproximate average salary by contribution assumption: employee only about $130,929 at 4% or $87,286 at 6%; with 50% employer match about $87,286 at 4% or $58,191 at 6%; with 100% employer match about $65,465 at 4% or $43,643 at 6%.
2023215$1,354,390$174,725$11,648iApproximate average salary by contribution assumption: employee only about $291,208 at 4% or $194,139 at 6%; with 50% employer match about $194,139 at 4% or $129,426 at 6%; with 100% employer match about $145,604 at 4% or $97,069 at 6%.
Stephenson and Warner Inc. 401(K) Profit Sharing Retirement Plan-15$1,310,724$110,271$7,351iApproximate average salary by contribution assumption: employee only about $183,785 at 4% or $122,523 at 6%; with 50% employer match about $122,523 at 4% or $81,682 at 6%; with 100% employer match about $91,893 at 4% or $61,262 at 6%.
STEPHENSON AND WARNER, INC. SOCA BENEFIT PLAN-7$43,666$64,454$9,208iApproximate average salary by contribution assumption: employee only about $230,193 at 4% or $153,462 at 6%; with 50% employer match about $153,462 at 4% or $102,308 at 6%; with 100% employer match about $115,096 at 4% or $76,731 at 6%.
2022216$1,095,775$183,949$11,497iApproximate average salary by contribution assumption: employee only about $287,420 at 4% or $191,614 at 6%; with 50% employer match about $191,614 at 4% or $127,742 at 6%; with 100% employer match about $143,710 at 4% or $95,807 at 6%.
Stephenson and Warner Inc. 401(K) Profit Sharing Retirement Plan-16$1,050,427$100,193$6,262iApproximate average salary by contribution assumption: employee only about $156,552 at 4% or $104,368 at 6%; with 50% employer match about $104,368 at 4% or $69,578 at 6%; with 100% employer match about $78,276 at 4% or $52,184 at 6%.
STEPHENSON AND WARNER, INC. SOCA BENEFIT PLAN-9$45,348$83,756$9,306iApproximate average salary by contribution assumption: employee only about $232,656 at 4% or $155,104 at 6%; with 50% employer match about $155,104 at 4% or $103,402 at 6%; with 100% employer match about $116,328 at 4% or $77,552 at 6%.
2021216$1,270,556$172,503$10,781iApproximate average salary by contribution assumption: employee only about $269,536 at 4% or $179,691 at 6%; with 50% employer match about $179,691 at 4% or $119,794 at 6%; with 100% employer match about $134,768 at 4% or $89,845 at 6%.
Stephenson and Warner Inc. 401(K) Profit Sharing Retirement Plan-16$1,235,875$99,690$6,231iApproximate average salary by contribution assumption: employee only about $155,766 at 4% or $103,844 at 6%; with 50% employer match about $103,844 at 4% or $69,229 at 6%; with 100% employer match about $77,883 at 4% or $51,922 at 6%.
STEPHENSON AND WARNER, INC. SOCA BENEFIT PLAN-10$34,681$72,813$7,281iApproximate average salary by contribution assumption: employee only about $182,033 at 4% or $121,355 at 6%; with 50% employer match about $121,355 at 4% or $80,903 at 6%; with 100% employer match about $91,016 at 4% or $60,678 at 6%.
2020215$992,920$143,153$9,544iApproximate average salary by contribution assumption: employee only about $238,588 at 4% or $159,059 at 6%; with 50% employer match about $159,059 at 4% or $106,039 at 6%; with 100% employer match about $119,294 at 4% or $79,529 at 6%.
Stephenson and Warner Inc. 401(K) Profit Sharing Retirement Plan-15$964,083$60,454$4,030iApproximate average salary by contribution assumption: employee only about $100,757 at 4% or $67,171 at 6%; with 50% employer match about $67,171 at 4% or $44,781 at 6%; with 100% employer match about $50,378 at 4% or $33,586 at 6%.
STEPHENSON AND WARNER, INC. SOCA BENEFIT PLAN-10$28,837$82,699$8,270iApproximate average salary by contribution assumption: employee only about $206,748 at 4% or $137,832 at 6%; with 50% employer match about $137,832 at 4% or $91,888 at 6%; with 100% employer match about $103,374 at 4% or $68,916 at 6%.
2019211$797,146$152,207$13,837iApproximate average salary by contribution assumption: employee only about $345,925 at 4% or $230,617 at 6%; with 50% employer match about $230,617 at 4% or $153,744 at 6%; with 100% employer match about $172,963 at 4% or $115,308 at 6%.
Stephenson and Warner Inc. 401(K) Profit Sharing Retirement Plan-11$783,199$73,111$6,646iApproximate average salary by contribution assumption: employee only about $166,161 at 4% or $110,774 at 6%; with 50% employer match about $110,774 at 4% or $73,849 at 6%; with 100% employer match about $83,081 at 4% or $55,387 at 6%.
STEPHENSON AND WARNER, INC. SOCA BENEFIT PLAN-10$13,947$79,096$7,910iApproximate average salary by contribution assumption: employee only about $197,740 at 4% or $131,827 at 6%; with 50% employer match about $131,827 at 4% or $87,884 at 6%; with 100% employer match about $98,870 at 4% or $65,913 at 6%.
2018212$609,351$147,463$12,289iApproximate average salary by contribution assumption: employee only about $307,215 at 4% or $204,810 at 6%; with 50% employer match about $204,810 at 4% or $136,540 at 6%; with 100% employer match about $153,607 at 4% or $102,405 at 6%.
Stephenson and Warner Inc. 401(K) Profit Sharing Retirement Plan-12$597,646$77,136$6,428iApproximate average salary by contribution assumption: employee only about $160,700 at 4% or $107,133 at 6%; with 50% employer match about $107,133 at 4% or $71,422 at 6%; with 100% employer match about $80,350 at 4% or $53,567 at 6%.
STEPHENSON AND WARNER, INC. SOCA BENEFIT PLAN-8$11,705$70,327$8,791iApproximate average salary by contribution assumption: employee only about $219,772 at 4% or $146,515 at 6%; with 50% employer match about $146,515 at 4% or $97,676 at 6%; with 100% employer match about $109,886 at 4% or $73,257 at 6%.
2017213$963,715$142,970$10,998iApproximate average salary by contribution assumption: employee only about $274,942 at 4% or $183,295 at 6%; with 50% employer match about $183,295 at 4% or $122,197 at 6%; with 100% employer match about $137,471 at 4% or $91,647 at 6%.
Stephenson and Warner Inc. 401(K) Profit Sharing Retirement Plan-13$952,733$86,760$6,674iApproximate average salary by contribution assumption: employee only about $166,846 at 4% or $111,231 at 6%; with 50% employer match about $111,231 at 4% or $74,154 at 6%; with 100% employer match about $83,423 at 4% or $55,615 at 6%.
STEPHENSON & WARNER, INC. SOCA BENEFIT PLAN-0$10,982$56,210-
2016113$1,368,188$101,411$7,801iApproximate average salary by contribution assumption: employee only about $195,021 at 4% or $130,014 at 6%; with 50% employer match about $130,014 at 4% or $86,676 at 6%; with 100% employer match about $97,511 at 4% or $65,007 at 6%.
Stephenson and Warner Inc. 401(K) Profit Sharing Retirement Plan-13$1,368,188$101,411$7,801iApproximate average salary by contribution assumption: employee only about $195,021 at 4% or $130,014 at 6%; with 50% employer match about $130,014 at 4% or $86,676 at 6%; with 100% employer match about $97,511 at 4% or $65,007 at 6%.
2015112$2,201,153$114,985$9,582iApproximate average salary by contribution assumption: employee only about $239,552 at 4% or $159,701 at 6%; with 50% employer match about $159,701 at 4% or $106,468 at 6%; with 100% employer match about $119,776 at 4% or $79,851 at 6%.
Stephenson and Warner Inc. 401(K) Profit Sharing Retirement Plan-12$2,201,153$114,985$9,582iApproximate average salary by contribution assumption: employee only about $239,552 at 4% or $159,701 at 6%; with 50% employer match about $159,701 at 4% or $106,468 at 6%; with 100% employer match about $119,776 at 4% or $79,851 at 6%.
2014112$2,105,142$103,456$8,621iApproximate average salary by contribution assumption: employee only about $215,533 at 4% or $143,689 at 6%; with 50% employer match about $143,689 at 4% or $95,793 at 6%; with 100% employer match about $107,767 at 4% or $71,844 at 6%.
Stephenson and Warner Inc. 401(K) Profit Sharing Retirement Plan-12$2,105,142$103,456$8,621iApproximate average salary by contribution assumption: employee only about $215,533 at 4% or $143,689 at 6%; with 50% employer match about $143,689 at 4% or $95,793 at 6%; with 100% employer match about $107,767 at 4% or $71,844 at 6%.
2013111$1,977,536$115,940$10,540iApproximate average salary by contribution assumption: employee only about $263,500 at 4% or $175,667 at 6%; with 50% employer match about $175,667 at 4% or $117,111 at 6%; with 100% employer match about $131,750 at 4% or $87,833 at 6%.
Stephenson and Warner Inc. 401(K) Profit Sharing Retirement Plan-11$1,977,536$115,940$10,540iApproximate average salary by contribution assumption: employee only about $263,500 at 4% or $175,667 at 6%; with 50% employer match about $175,667 at 4% or $117,111 at 6%; with 100% employer match about $131,750 at 4% or $87,833 at 6%.
2012110$1,802,919$98,011$9,801iApproximate average salary by contribution assumption: employee only about $245,028 at 4% or $163,352 at 6%; with 50% employer match about $163,352 at 4% or $108,901 at 6%; with 100% employer match about $122,514 at 4% or $81,676 at 6%.
Stephenson and Warner Inc. 401(K) Profit Sharing Retirement Plan-10$1,802,919$98,011$9,801iApproximate average salary by contribution assumption: employee only about $245,028 at 4% or $163,352 at 6%; with 50% employer match about $163,352 at 4% or $108,901 at 6%; with 100% employer match about $122,514 at 4% or $81,676 at 6%.
2011111$1,563,363$73,196$6,654iApproximate average salary by contribution assumption: employee only about $166,355 at 4% or $110,903 at 6%; with 50% employer match about $110,903 at 4% or $73,935 at 6%; with 100% employer match about $83,177 at 4% or $55,452 at 6%.
Stephenson and Warner Inc. 401(K) Profit Sharing Retirement Plan-11$1,563,363$73,196$6,654iApproximate average salary by contribution assumption: employee only about $166,355 at 4% or $110,903 at 6%; with 50% employer match about $110,903 at 4% or $73,935 at 6%; with 100% employer match about $83,177 at 4% or $55,452 at 6%.
2010111$1,525,547$52,562$4,778iApproximate average salary by contribution assumption: employee only about $119,459 at 4% or $79,639 at 6%; with 50% employer match about $79,639 at 4% or $53,093 at 6%; with 100% employer match about $59,730 at 4% or $39,820 at 6%.
Stephenson and Warner Inc. 401(K) Profit Sharing Retirement Plan-11$1,525,547$52,562$4,778iApproximate average salary by contribution assumption: employee only about $119,459 at 4% or $79,639 at 6%; with 50% employer match about $79,639 at 4% or $53,093 at 6%; with 100% employer match about $59,730 at 4% or $39,820 at 6%.
2009110$1,381,111$69,974$6,997iApproximate average salary by contribution assumption: employee only about $174,935 at 4% or $116,623 at 6%; with 50% employer match about $116,623 at 4% or $77,749 at 6%; with 100% employer match about $87,468 at 4% or $58,312 at 6%.
Stephenson and Warner Inc. 401(K) Profit Sharing Retirement Plan-10$1,381,111$69,974$6,997iApproximate average salary by contribution assumption: employee only about $174,935 at 4% or $116,623 at 6%; with 50% employer match about $116,623 at 4% or $77,749 at 6%; with 100% employer match about $87,468 at 4% or $58,312 at 6%.