Cory, Meredith, Witter, Roush and Cheney, Lpa
Plan context: Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan
EIN 34-1331703 • Lima, OH • 27 filings • 9 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$5,198,762
2025 Contributions
$106,736
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 11 | $5,198,762 | $106,736 | $9,703iApproximate average salary by contribution assumption: employee only about $242,582 at 4% or $161,721 at 6%; with 50% employer match about $161,721 at 4% or $107,814 at 6%; with 100% employer match about $121,291 at 4% or $80,861 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 11 | $5,198,762 | $106,736 | $9,703iApproximate average salary by contribution assumption: employee only about $242,582 at 4% or $161,721 at 6%; with 50% employer match about $161,721 at 4% or $107,814 at 6%; with 100% employer match about $121,291 at 4% or $80,861 at 6%. |
| 2024 | 1 | 13 | $4,940,793 | $115,919 | $8,917iApproximate average salary by contribution assumption: employee only about $222,921 at 4% or $148,614 at 6%; with 50% employer match about $148,614 at 4% or $99,076 at 6%; with 100% employer match about $111,461 at 4% or $74,307 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 13 | $4,940,793 | $115,919 | $8,917iApproximate average salary by contribution assumption: employee only about $222,921 at 4% or $148,614 at 6%; with 50% employer match about $148,614 at 4% or $99,076 at 6%; with 100% employer match about $111,461 at 4% or $74,307 at 6%. |
| 2023 | 1 | 12 | $4,132,118 | $136,904 | $11,409iApproximate average salary by contribution assumption: employee only about $285,217 at 4% or $190,144 at 6%; with 50% employer match about $190,144 at 4% or $126,763 at 6%; with 100% employer match about $142,608 at 4% or $95,072 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 12 | $4,132,118 | $136,904 | $11,409iApproximate average salary by contribution assumption: employee only about $285,217 at 4% or $190,144 at 6%; with 50% employer match about $190,144 at 4% or $126,763 at 6%; with 100% employer match about $142,608 at 4% or $95,072 at 6%. |
| 2022 | 1 | 12 | $3,268,258 | $78,366 | $6,531iApproximate average salary by contribution assumption: employee only about $163,263 at 4% or $108,842 at 6%; with 50% employer match about $108,842 at 4% or $72,561 at 6%; with 100% employer match about $81,631 at 4% or $54,421 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 12 | $3,268,258 | $78,366 | $6,531iApproximate average salary by contribution assumption: employee only about $163,263 at 4% or $108,842 at 6%; with 50% employer match about $108,842 at 4% or $72,561 at 6%; with 100% employer match about $81,631 at 4% or $54,421 at 6%. |
| 2021 | 1 | 11 | $4,267,310 | $120,087 | $10,917iApproximate average salary by contribution assumption: employee only about $272,925 at 4% or $181,950 at 6%; with 50% employer match about $181,950 at 4% or $121,300 at 6%; with 100% employer match about $136,463 at 4% or $90,975 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 11 | $4,267,310 | $120,087 | $10,917iApproximate average salary by contribution assumption: employee only about $272,925 at 4% or $181,950 at 6%; with 50% employer match about $181,950 at 4% or $121,300 at 6%; with 100% employer match about $136,463 at 4% or $90,975 at 6%. |
| 2020 | 1 | 13 | $4,290,100 | $130,689 | $10,053iApproximate average salary by contribution assumption: employee only about $251,325 at 4% or $167,550 at 6%; with 50% employer match about $167,550 at 4% or $111,700 at 6%; with 100% employer match about $125,663 at 4% or $83,775 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 13 | $4,290,100 | $130,689 | $10,053iApproximate average salary by contribution assumption: employee only about $251,325 at 4% or $167,550 at 6%; with 50% employer match about $167,550 at 4% or $111,700 at 6%; with 100% employer match about $125,663 at 4% or $83,775 at 6%. |
| 2019 | 1 | 12 | $3,501,016 | $123,570 | $10,298iApproximate average salary by contribution assumption: employee only about $257,438 at 4% or $171,625 at 6%; with 50% employer match about $171,625 at 4% or $114,417 at 6%; with 100% employer match about $128,719 at 4% or $85,813 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 12 | $3,501,016 | $123,570 | $10,298iApproximate average salary by contribution assumption: employee only about $257,438 at 4% or $171,625 at 6%; with 50% employer match about $171,625 at 4% or $114,417 at 6%; with 100% employer match about $128,719 at 4% or $85,813 at 6%. |
| 2018 | 1 | 13 | $2,725,172 | $148,544 | $11,426iApproximate average salary by contribution assumption: employee only about $285,662 at 4% or $190,441 at 6%; with 50% employer match about $190,441 at 4% or $126,961 at 6%; with 100% employer match about $142,831 at 4% or $95,221 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 13 | $2,725,172 | $148,544 | $11,426iApproximate average salary by contribution assumption: employee only about $285,662 at 4% or $190,441 at 6%; with 50% employer match about $190,441 at 4% or $126,961 at 6%; with 100% employer match about $142,831 at 4% or $95,221 at 6%. |
| 2017 | 1 | 14 | $3,499,974 | $139,755 | $9,983iApproximate average salary by contribution assumption: employee only about $249,563 at 4% or $166,375 at 6%; with 50% employer match about $166,375 at 4% or $110,917 at 6%; with 100% employer match about $124,781 at 4% or $83,188 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 14 | $3,499,974 | $139,755 | $9,983iApproximate average salary by contribution assumption: employee only about $249,563 at 4% or $166,375 at 6%; with 50% employer match about $166,375 at 4% or $110,917 at 6%; with 100% employer match about $124,781 at 4% or $83,188 at 6%. |
| 2016 | 1 | 14 | $2,865,488 | $125,745 | $8,982iApproximate average salary by contribution assumption: employee only about $224,545 at 4% or $149,696 at 6%; with 50% employer match about $149,696 at 4% or $99,798 at 6%; with 100% employer match about $112,272 at 4% or $74,848 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 14 | $2,865,488 | $125,745 | $8,982iApproximate average salary by contribution assumption: employee only about $224,545 at 4% or $149,696 at 6%; with 50% employer match about $149,696 at 4% or $99,798 at 6%; with 100% employer match about $112,272 at 4% or $74,848 at 6%. |
| 2015 | 1 | 14 | $2,608,334 | $101,950 | $7,282iApproximate average salary by contribution assumption: employee only about $182,054 at 4% or $121,369 at 6%; with 50% employer match about $121,369 at 4% or $80,913 at 6%; with 100% employer match about $91,027 at 4% or $60,685 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 14 | $2,608,334 | $101,950 | $7,282iApproximate average salary by contribution assumption: employee only about $182,054 at 4% or $121,369 at 6%; with 50% employer match about $121,369 at 4% or $80,913 at 6%; with 100% employer match about $91,027 at 4% or $60,685 at 6%. |
| 2014 | 1 | 15 | $2,556,994 | $112,194 | $7,480iApproximate average salary by contribution assumption: employee only about $186,990 at 4% or $124,660 at 6%; with 50% employer match about $124,660 at 4% or $83,107 at 6%; with 100% employer match about $93,495 at 4% or $62,330 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 15 | $2,556,994 | $112,194 | $7,480iApproximate average salary by contribution assumption: employee only about $186,990 at 4% or $124,660 at 6%; with 50% employer match about $124,660 at 4% or $83,107 at 6%; with 100% employer match about $93,495 at 4% or $62,330 at 6%. |
| 2013 | 1 | 15 | $2,392,080 | $113,950 | $7,597iApproximate average salary by contribution assumption: employee only about $189,917 at 4% or $126,611 at 6%; with 50% employer match about $126,611 at 4% or $84,407 at 6%; with 100% employer match about $94,958 at 4% or $63,306 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 15 | $2,392,080 | $113,950 | $7,597iApproximate average salary by contribution assumption: employee only about $189,917 at 4% or $126,611 at 6%; with 50% employer match about $126,611 at 4% or $84,407 at 6%; with 100% employer match about $94,958 at 4% or $63,306 at 6%. |
| 2012 | 1 | 15 | $1,833,571 | $122,400 | $8,160iApproximate average salary by contribution assumption: employee only about $204,000 at 4% or $136,000 at 6%; with 50% employer match about $136,000 at 4% or $90,667 at 6%; with 100% employer match about $102,000 at 4% or $68,000 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 15 | $1,833,571 | $122,400 | $8,160iApproximate average salary by contribution assumption: employee only about $204,000 at 4% or $136,000 at 6%; with 50% employer match about $136,000 at 4% or $90,667 at 6%; with 100% employer match about $102,000 at 4% or $68,000 at 6%. |
| 2011 | 1 | 16 | $1,601,933 | $125,761 | $7,860iApproximate average salary by contribution assumption: employee only about $196,502 at 4% or $131,001 at 6%; with 50% employer match about $131,001 at 4% or $87,334 at 6%; with 100% employer match about $98,251 at 4% or $65,501 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 16 | $1,601,933 | $125,761 | $7,860iApproximate average salary by contribution assumption: employee only about $196,502 at 4% or $131,001 at 6%; with 50% employer match about $131,001 at 4% or $87,334 at 6%; with 100% employer match about $98,251 at 4% or $65,501 at 6%. |
| 2010 | 1 | 17 | $1,967,178 | $111,157 | $6,539iApproximate average salary by contribution assumption: employee only about $163,466 at 4% or $108,977 at 6%; with 50% employer match about $108,977 at 4% or $72,652 at 6%; with 100% employer match about $81,733 at 4% or $54,489 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 17 | $1,967,178 | $111,157 | $6,539iApproximate average salary by contribution assumption: employee only about $163,466 at 4% or $108,977 at 6%; with 50% employer match about $108,977 at 4% or $72,652 at 6%; with 100% employer match about $81,733 at 4% or $54,489 at 6%. |
| 2009 | 1 | 12 | $1,680,510 | $133,621 | $11,135iApproximate average salary by contribution assumption: employee only about $278,377 at 4% or $185,585 at 6%; with 50% employer match about $185,585 at 4% or $123,723 at 6%; with 100% employer match about $139,189 at 4% or $92,792 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 12 | $1,680,510 | $133,621 | $11,135iApproximate average salary by contribution assumption: employee only about $278,377 at 4% or $185,585 at 6%; with 50% employer match about $185,585 at 4% or $123,723 at 6%; with 100% employer match about $139,189 at 4% or $92,792 at 6%. |
| 2008 | 1 | 11 | $1,224,105 | $107,619 | $9,784iApproximate average salary by contribution assumption: employee only about $244,589 at 4% or $163,059 at 6%; with 50% employer match about $163,059 at 4% or $108,706 at 6%; with 100% employer match about $122,294 at 4% or $81,530 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 11 | $1,224,105 | $107,619 | $9,784iApproximate average salary by contribution assumption: employee only about $244,589 at 4% or $163,059 at 6%; with 50% employer match about $163,059 at 4% or $108,706 at 6%; with 100% employer match about $122,294 at 4% or $81,530 at 6%. |
| 2007 | 1 | 14 | $0 | $0 | - |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 14 | - | - | - |
| 2006 | 1 | 14 | $1,480,748 | $140,155 | $10,011iApproximate average salary by contribution assumption: employee only about $250,277 at 4% or $166,851 at 6%; with 50% employer match about $166,851 at 4% or $111,234 at 6%; with 100% employer match about $125,138 at 4% or $83,426 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 14 | $1,480,748 | $140,155 | $10,011iApproximate average salary by contribution assumption: employee only about $250,277 at 4% or $166,851 at 6%; with 50% employer match about $166,851 at 4% or $111,234 at 6%; with 100% employer match about $125,138 at 4% or $83,426 at 6%. |
| 2005 | 1 | 15 | $1,513,071 | $182,453 | $12,164iApproximate average salary by contribution assumption: employee only about $304,088 at 4% or $202,726 at 6%; with 50% employer match about $202,726 at 4% or $135,150 at 6%; with 100% employer match about $152,044 at 4% or $101,363 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 15 | $1,513,071 | $182,453 | $12,164iApproximate average salary by contribution assumption: employee only about $304,088 at 4% or $202,726 at 6%; with 50% employer match about $202,726 at 4% or $135,150 at 6%; with 100% employer match about $152,044 at 4% or $101,363 at 6%. |
| 2004 | 1 | 18 | $1,234,073 | $164,983 | $9,166iApproximate average salary by contribution assumption: employee only about $229,143 at 4% or $152,762 at 6%; with 50% employer match about $152,762 at 4% or $101,841 at 6%; with 100% employer match about $114,572 at 4% or $76,381 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 18 | $1,234,073 | $164,983 | $9,166iApproximate average salary by contribution assumption: employee only about $229,143 at 4% or $152,762 at 6%; with 50% employer match about $152,762 at 4% or $101,841 at 6%; with 100% employer match about $114,572 at 4% or $76,381 at 6%. |
| 2003 | 1 | 18 | $958,457 | $147,403 | $8,189iApproximate average salary by contribution assumption: employee only about $204,726 at 4% or $136,484 at 6%; with 50% employer match about $136,484 at 4% or $90,990 at 6%; with 100% employer match about $102,363 at 4% or $68,242 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 18 | $958,457 | $147,403 | $8,189iApproximate average salary by contribution assumption: employee only about $204,726 at 4% or $136,484 at 6%; with 50% employer match about $136,484 at 4% or $90,990 at 6%; with 100% employer match about $102,363 at 4% or $68,242 at 6%. |
| 2002 | 1 | 15 | $628,586 | $135,278 | $9,019iApproximate average salary by contribution assumption: employee only about $225,463 at 4% or $150,309 at 6%; with 50% employer match about $150,309 at 4% or $100,206 at 6%; with 100% employer match about $112,732 at 4% or $75,154 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 15 | $628,586 | $135,278 | $9,019iApproximate average salary by contribution assumption: employee only about $225,463 at 4% or $150,309 at 6%; with 50% employer match about $150,309 at 4% or $100,206 at 6%; with 100% employer match about $112,732 at 4% or $75,154 at 6%. |
| 2001 | 1 | 14 | $0 | $0 | - |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 14 | - | - | - |
| 2000 | 1 | 12 | $748,770 | $53,687 | $4,474iApproximate average salary by contribution assumption: employee only about $111,848 at 4% or $74,565 at 6%; with 50% employer match about $74,565 at 4% or $49,710 at 6%; with 100% employer match about $55,924 at 4% or $37,283 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 12 | $748,770 | $53,687 | $4,474iApproximate average salary by contribution assumption: employee only about $111,848 at 4% or $74,565 at 6%; with 50% employer match about $74,565 at 4% or $49,710 at 6%; with 100% employer match about $55,924 at 4% or $37,283 at 6%. |
| 1999 | 1 | 14 | $803,442 | $96,117 | $6,866iApproximate average salary by contribution assumption: employee only about $171,638 at 4% or $114,425 at 6%; with 50% employer match about $114,425 at 4% or $76,283 at 6%; with 100% employer match about $85,819 at 4% or $57,213 at 6%. |
| Cory, Meredith, Witter, Roush and Cheney 401K Profit Sharing Plan | - | 14 | $803,442 | $96,117 | $6,866iApproximate average salary by contribution assumption: employee only about $171,638 at 4% or $114,425 at 6%; with 50% employer match about $114,425 at 4% or $76,283 at 6%; with 100% employer match about $85,819 at 4% or $57,213 at 6%. |