Civic Intelligence

Stephen D. Shankman & Associates

Plan context: Stephen D. Shankman & Associates 401(K) Plan

EIN 34-1285471 • Solon, OH • 28 filings • 4 plans

31635 Aurora RoadSolon, OH 44139
Current Snapshot

Latest Year

2024

2024 Participants

105

2024 Assets

$10,942,215

2024 Contributions

$1,057,752

Historical Graphs

Total Assets Over Time

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

$10,942,215$5,471,108$0199920152024YearValue
$10,942,215Latest year 2024

Participants Over Time

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

111560199920122024YearValue
105Latest 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
20242105$10,942,215$1,057,752$10,074iApproximate average salary by contribution assumption: employee only about $251,846 at 4% or $167,897 at 6%; with 50% employer match about $167,897 at 4% or $111,931 at 6%; with 100% employer match about $125,923 at 4% or $83,949 at 6%.
Stephen D. Shankman & Associates 401(K) Plan-100$10,942,215$1,057,752$10,578iApproximate average salary by contribution assumption: employee only about $264,438 at 4% or $176,292 at 6%; with 50% employer match about $176,292 at 4% or $117,528 at 6%; with 100% employer match about $132,219 at 4% or $88,146 at 6%.
Shankman & Associates Inc. Employee Benefits Plan-105---
20232111$9,936,603$1,107,081$9,974iApproximate average salary by contribution assumption: employee only about $249,343 at 4% or $166,228 at 6%; with 50% employer match about $166,228 at 4% or $110,819 at 6%; with 100% employer match about $124,671 at 4% or $83,114 at 6%.
Stephen D. Shankman & Associates 401(K) Plan-107$9,936,603$1,107,081$10,347iApproximate average salary by contribution assumption: employee only about $258,664 at 4% or $172,443 at 6%; with 50% employer match about $172,443 at 4% or $114,962 at 6%; with 100% employer match about $129,332 at 4% or $86,221 at 6%.
Shankman & Associates Inc. Employee Benefits Plan-111---
2022198$8,494,274$907,103$9,256iApproximate average salary by contribution assumption: employee only about $231,404 at 4% or $154,269 at 6%; with 50% employer match about $154,269 at 4% or $102,846 at 6%; with 100% employer match about $115,702 at 4% or $77,135 at 6%.
Stephen D. Shankman & Associates 401(K) Plan-98$8,494,274$907,103$9,256iApproximate average salary by contribution assumption: employee only about $231,404 at 4% or $154,269 at 6%; with 50% employer match about $154,269 at 4% or $102,846 at 6%; with 100% employer match about $115,702 at 4% or $77,135 at 6%.
2021188$8,654,599$1,252,812$14,237iApproximate average salary by contribution assumption: employee only about $355,913 at 4% or $237,275 at 6%; with 50% employer match about $237,275 at 4% or $158,183 at 6%; with 100% employer match about $177,956 at 4% or $118,638 at 6%.
Stephen D. Shankman & Associates 401(K) Plan-88$8,654,599$1,252,812$14,237iApproximate average salary by contribution assumption: employee only about $355,913 at 4% or $237,275 at 6%; with 50% employer match about $237,275 at 4% or $158,183 at 6%; with 100% employer match about $177,956 at 4% or $118,638 at 6%.
2020178$8,289,264$869,532$11,148iApproximate average salary by contribution assumption: employee only about $278,696 at 4% or $185,797 at 6%; with 50% employer match about $185,797 at 4% or $123,865 at 6%; with 100% employer match about $139,348 at 4% or $92,899 at 6%.
Stephen D. Shankman & Associates 401(K) Plan-78$8,289,264$869,532$11,148iApproximate average salary by contribution assumption: employee only about $278,696 at 4% or $185,797 at 6%; with 50% employer match about $185,797 at 4% or $123,865 at 6%; with 100% employer match about $139,348 at 4% or $92,899 at 6%.
2019170$6,421,080$708,368$10,120iApproximate average salary by contribution assumption: employee only about $252,989 at 4% or $168,659 at 6%; with 50% employer match about $168,659 at 4% or $112,439 at 6%; with 100% employer match about $126,494 at 4% or $84,330 at 6%.
Stephen D. Shankman & Associates 401(K) Plan-70$6,421,080$708,368$10,120iApproximate average salary by contribution assumption: employee only about $252,989 at 4% or $168,659 at 6%; with 50% employer match about $168,659 at 4% or $112,439 at 6%; with 100% employer match about $126,494 at 4% or $84,330 at 6%.
2018168$5,373,790$638,625$9,392iApproximate average salary by contribution assumption: employee only about $234,789 at 4% or $156,526 at 6%; with 50% employer match about $156,526 at 4% or $104,350 at 6%; with 100% employer match about $117,394 at 4% or $78,263 at 6%.
Stephen D. Shankman & Associates 401(K) Plan-68$5,373,790$638,625$9,392iApproximate average salary by contribution assumption: employee only about $234,789 at 4% or $156,526 at 6%; with 50% employer match about $156,526 at 4% or $104,350 at 6%; with 100% employer match about $117,394 at 4% or $78,263 at 6%.
2017168$4,956,769$625,549$9,199iApproximate average salary by contribution assumption: employee only about $229,981 at 4% or $153,321 at 6%; with 50% employer match about $153,321 at 4% or $102,214 at 6%; with 100% employer match about $114,991 at 4% or $76,660 at 6%.
Stephen D. Shankman & Associates 401(K) Plan-68$4,956,769$625,549$9,199iApproximate average salary by contribution assumption: employee only about $229,981 at 4% or $153,321 at 6%; with 50% employer match about $153,321 at 4% or $102,214 at 6%; with 100% employer match about $114,991 at 4% or $76,660 at 6%.
2016165$4,538,782$524,937$8,076iApproximate average salary by contribution assumption: employee only about $201,899 at 4% or $134,599 at 6%; with 50% employer match about $134,599 at 4% or $89,733 at 6%; with 100% employer match about $100,949 at 4% or $67,300 at 6%.
Stephen D. Shankman & Associates 401(K) Plan-65$4,538,782$524,937$8,076iApproximate average salary by contribution assumption: employee only about $201,899 at 4% or $134,599 at 6%; with 50% employer match about $134,599 at 4% or $89,733 at 6%; with 100% employer match about $100,949 at 4% or $67,300 at 6%.
2015158$3,788,268$464,768$8,013iApproximate average salary by contribution assumption: employee only about $200,331 at 4% or $133,554 at 6%; with 50% employer match about $133,554 at 4% or $89,036 at 6%; with 100% employer match about $100,166 at 4% or $66,777 at 6%.
Stephen D. Shankman & Associates 401(K) Plan-58$3,788,268$464,768$8,013iApproximate average salary by contribution assumption: employee only about $200,331 at 4% or $133,554 at 6%; with 50% employer match about $133,554 at 4% or $89,036 at 6%; with 100% employer match about $100,166 at 4% or $66,777 at 6%.
2014153$3,349,425$440,185$8,305iApproximate average salary by contribution assumption: employee only about $207,634 at 4% or $138,423 at 6%; with 50% employer match about $138,423 at 4% or $92,282 at 6%; with 100% employer match about $103,817 at 4% or $69,211 at 6%.
Stephen D. Shankman & Associates 401(K) Plan-53$3,349,425$440,185$8,305iApproximate average salary by contribution assumption: employee only about $207,634 at 4% or $138,423 at 6%; with 50% employer match about $138,423 at 4% or $92,282 at 6%; with 100% employer match about $103,817 at 4% or $69,211 at 6%.
2013148$2,929,200$372,146$7,753iApproximate average salary by contribution assumption: employee only about $193,826 at 4% or $129,217 at 6%; with 50% employer match about $129,217 at 4% or $86,145 at 6%; with 100% employer match about $96,913 at 4% or $64,609 at 6%.
Stephen D. Shankman & Associates 401(K) Plan-48$2,929,200$372,146$7,753iApproximate average salary by contribution assumption: employee only about $193,826 at 4% or $129,217 at 6%; with 50% employer match about $129,217 at 4% or $86,145 at 6%; with 100% employer match about $96,913 at 4% or $64,609 at 6%.
2012146$2,454,122$370,933$8,064iApproximate average salary by contribution assumption: employee only about $201,594 at 4% or $134,396 at 6%; with 50% employer match about $134,396 at 4% or $89,597 at 6%; with 100% employer match about $100,797 at 4% or $67,198 at 6%.
Stephen D. Shankman & Associates 401(K) Plan-46$2,454,122$370,933$8,064iApproximate average salary by contribution assumption: employee only about $201,594 at 4% or $134,396 at 6%; with 50% employer match about $134,396 at 4% or $89,597 at 6%; with 100% employer match about $100,797 at 4% or $67,198 at 6%.
2011127$1,772,513$215,734$7,990iApproximate average salary by contribution assumption: employee only about $199,754 at 4% or $133,169 at 6%; with 50% employer match about $133,169 at 4% or $88,779 at 6%; with 100% employer match about $99,877 at 4% or $66,585 at 6%.
Stephen D. Shankman & Associates 401(K) Plan-27$1,772,513$215,734$7,990iApproximate average salary by contribution assumption: employee only about $199,754 at 4% or $133,169 at 6%; with 50% employer match about $133,169 at 4% or $88,779 at 6%; with 100% employer match about $99,877 at 4% or $66,585 at 6%.
2010123$1,535,460$206,055$8,959iApproximate average salary by contribution assumption: employee only about $223,973 at 4% or $149,315 at 6%; with 50% employer match about $149,315 at 4% or $99,543 at 6%; with 100% employer match about $111,986 at 4% or $74,658 at 6%.
Stephen D. Shankman & Associates 401(K) Plan-23$1,535,460$206,055$8,959iApproximate average salary by contribution assumption: employee only about $223,973 at 4% or $149,315 at 6%; with 50% employer match about $149,315 at 4% or $99,543 at 6%; with 100% employer match about $111,986 at 4% or $74,658 at 6%.
2009124$1,241,716$161,162$6,715iApproximate average salary by contribution assumption: employee only about $167,877 at 4% or $111,918 at 6%; with 50% employer match about $111,918 at 4% or $74,612 at 6%; with 100% employer match about $83,939 at 4% or $55,959 at 6%.
Stephen D. Shankman & Associates 401(K) Plan-24$1,241,716$161,162$6,715iApproximate average salary by contribution assumption: employee only about $167,877 at 4% or $111,918 at 6%; with 50% employer match about $111,918 at 4% or $74,612 at 6%; with 100% employer match about $83,939 at 4% or $55,959 at 6%.
2008123$0$0-
Stephen D. Shankman & Associates 401(K) Plan-23---
2007122$0$0-
Stephen D. Shankman & Associates 401(K) Plan-22---
2006122$1,066,970$149,767$6,808iApproximate average salary by contribution assumption: employee only about $170,190 at 4% or $113,460 at 6%; with 50% employer match about $113,460 at 4% or $75,640 at 6%; with 100% employer match about $85,095 at 4% or $56,730 at 6%.
Stephen D. Shankman & Associates 401(K) Plan-22$1,066,970$149,767$6,808iApproximate average salary by contribution assumption: employee only about $170,190 at 4% or $113,460 at 6%; with 50% employer match about $113,460 at 4% or $75,640 at 6%; with 100% employer match about $85,095 at 4% or $56,730 at 6%.
2005120$840,733$141,007$7,050iApproximate average salary by contribution assumption: employee only about $176,259 at 4% or $117,506 at 6%; with 50% employer match about $117,506 at 4% or $78,337 at 6%; with 100% employer match about $88,129 at 4% or $58,753 at 6%.
Stephen D. Shankman & Associates 401(K) Plan-20$840,733$141,007$7,050iApproximate average salary by contribution assumption: employee only about $176,259 at 4% or $117,506 at 6%; with 50% employer match about $117,506 at 4% or $78,337 at 6%; with 100% employer match about $88,129 at 4% or $58,753 at 6%.
2004120$714,072$117,927$5,896iApproximate average salary by contribution assumption: employee only about $147,409 at 4% or $98,273 at 6%; with 50% employer match about $98,273 at 4% or $65,515 at 6%; with 100% employer match about $73,704 at 4% or $49,136 at 6%.
Stephen D. Shankman & Associates 401(K) Plan-20$714,072$117,927$5,896iApproximate average salary by contribution assumption: employee only about $147,409 at 4% or $98,273 at 6%; with 50% employer match about $98,273 at 4% or $65,515 at 6%; with 100% employer match about $73,704 at 4% or $49,136 at 6%.
2003119$0$0-
Stephen D. Shankman & Associates 401(K) Plan-19---
2002119$0$0-
Stephen D. Shankman & Associates 401(K) Plan-19---
2001114$0$0-
Stephen D. Shankman & Associates 401(K) Plan-14---
2000113$0$0-
Stephen D. Shankman & Associates 401(K) Plan-13---
1999110$504,152$75,549$7,555iApproximate average salary by contribution assumption: employee only about $188,873 at 4% or $125,915 at 6%; with 50% employer match about $125,915 at 4% or $83,943 at 6%; with 100% employer match about $94,436 at 4% or $62,958 at 6%.
Stephen D. Shankman & Associates 401(K) Plan-10$504,152$75,549$7,555iApproximate average salary by contribution assumption: employee only about $188,873 at 4% or $125,915 at 6%; with 50% employer match about $125,915 at 4% or $83,943 at 6%; with 100% employer match about $94,436 at 4% or $62,958 at 6%.