Civic Intelligence

Hoeppner, Wagner & Evans

Plan context: Hoeppner, Wagner & Evans Savings & Investment Plan

EIN 35-1380768 • Valparaiso, IN • 45 filings • 6 plans

103 East Lincoln WayValparaiso, IN 46383
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$2,821,271

2025 Contributions

$248,712

Historical Graphs

Total Assets Over Time

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

$12,962,456$6,481,228$0199920132025YearValue
$2,821,271Latest year 2025

Participants Over Time

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

65330199920122025YearValue
16Latest year 2025

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
2025116$2,821,271$248,712$15,545iApproximate average salary by contribution assumption: employee only about $388,613 at 4% or $259,075 at 6%; with 50% employer match about $259,075 at 4% or $172,717 at 6%; with 100% employer match about $194,306 at 4% or $129,538 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-16$2,821,271$248,712$15,545iApproximate average salary by contribution assumption: employee only about $388,613 at 4% or $259,075 at 6%; with 50% employer match about $259,075 at 4% or $172,717 at 6%; with 100% employer match about $194,306 at 4% or $129,538 at 6%.
2024111$5,358,322$196,474$17,861iApproximate average salary by contribution assumption: employee only about $446,532 at 4% or $297,688 at 6%; with 50% employer match about $297,688 at 4% or $198,459 at 6%; with 100% employer match about $223,266 at 4% or $148,844 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-11$5,358,322$196,474$17,861iApproximate average salary by contribution assumption: employee only about $446,532 at 4% or $297,688 at 6%; with 50% employer match about $297,688 at 4% or $198,459 at 6%; with 100% employer match about $223,266 at 4% or $148,844 at 6%.
2023111$5,959,049$247,861$22,533iApproximate average salary by contribution assumption: employee only about $563,320 at 4% or $375,547 at 6%; with 50% employer match about $375,547 at 4% or $250,365 at 6%; with 100% employer match about $281,660 at 4% or $187,773 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-11$5,959,049$247,861$22,533iApproximate average salary by contribution assumption: employee only about $563,320 at 4% or $375,547 at 6%; with 50% employer match about $375,547 at 4% or $250,365 at 6%; with 100% employer match about $281,660 at 4% or $187,773 at 6%.
2022122$5,398,582$319,752$14,534iApproximate average salary by contribution assumption: employee only about $363,355 at 4% or $242,236 at 6%; with 50% employer match about $242,236 at 4% or $161,491 at 6%; with 100% employer match about $181,677 at 4% or $121,118 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-22$5,398,582$319,752$14,534iApproximate average salary by contribution assumption: employee only about $363,355 at 4% or $242,236 at 6%; with 50% employer match about $242,236 at 4% or $161,491 at 6%; with 100% employer match about $181,677 at 4% or $121,118 at 6%.
2021128$7,595,320$543,234$19,401iApproximate average salary by contribution assumption: employee only about $485,030 at 4% or $323,354 at 6%; with 50% employer match about $323,354 at 4% or $215,569 at 6%; with 100% employer match about $242,515 at 4% or $161,677 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-28$7,595,320$543,234$19,401iApproximate average salary by contribution assumption: employee only about $485,030 at 4% or $323,354 at 6%; with 50% employer match about $323,354 at 4% or $215,569 at 6%; with 100% employer match about $242,515 at 4% or $161,677 at 6%.
2020122$8,889,393$318,095$14,459iApproximate average salary by contribution assumption: employee only about $361,472 at 4% or $240,981 at 6%; with 50% employer match about $240,981 at 4% or $160,654 at 6%; with 100% employer match about $180,736 at 4% or $120,491 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-22$8,889,393$318,095$14,459iApproximate average salary by contribution assumption: employee only about $361,472 at 4% or $240,981 at 6%; with 50% employer match about $240,981 at 4% or $160,654 at 6%; with 100% employer match about $180,736 at 4% or $120,491 at 6%.
2019119$7,987,784$320,991$16,894iApproximate average salary by contribution assumption: employee only about $422,357 at 4% or $281,571 at 6%; with 50% employer match about $281,571 at 4% or $187,714 at 6%; with 100% employer match about $211,178 at 4% or $140,786 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-19$7,987,784$320,991$16,894iApproximate average salary by contribution assumption: employee only about $422,357 at 4% or $281,571 at 6%; with 50% employer match about $281,571 at 4% or $187,714 at 6%; with 100% employer match about $211,178 at 4% or $140,786 at 6%.
2018128$7,267,075$468,629$16,737iApproximate average salary by contribution assumption: employee only about $418,419 at 4% or $278,946 at 6%; with 50% employer match about $278,946 at 4% or $185,964 at 6%; with 100% employer match about $209,209 at 4% or $139,473 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-28$7,267,075$468,629$16,737iApproximate average salary by contribution assumption: employee only about $418,419 at 4% or $278,946 at 6%; with 50% employer match about $278,946 at 4% or $185,964 at 6%; with 100% employer match about $209,209 at 4% or $139,473 at 6%.
2017129$6,798,414$269,035$9,277iApproximate average salary by contribution assumption: employee only about $231,927 at 4% or $154,618 at 6%; with 50% employer match about $154,618 at 4% or $103,079 at 6%; with 100% employer match about $115,963 at 4% or $77,309 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-29$6,798,414$269,035$9,277iApproximate average salary by contribution assumption: employee only about $231,927 at 4% or $154,618 at 6%; with 50% employer match about $154,618 at 4% or $103,079 at 6%; with 100% employer match about $115,963 at 4% or $77,309 at 6%.
2016132$6,015,520$325,734$10,179iApproximate average salary by contribution assumption: employee only about $254,480 at 4% or $169,653 at 6%; with 50% employer match about $169,653 at 4% or $113,102 at 6%; with 100% employer match about $127,240 at 4% or $84,827 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-32$6,015,520$325,734$10,179iApproximate average salary by contribution assumption: employee only about $254,480 at 4% or $169,653 at 6%; with 50% employer match about $169,653 at 4% or $113,102 at 6%; with 100% employer match about $127,240 at 4% or $84,827 at 6%.
2015338$12,962,456$347,204$9,137iApproximate average salary by contribution assumption: employee only about $228,424 at 4% or $152,282 at 6%; with 50% employer match about $152,282 at 4% or $101,522 at 6%; with 100% employer match about $114,212 at 4% or $76,141 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-38$7,041,822$157,045$4,133iApproximate average salary by contribution assumption: employee only about $103,319 at 4% or $68,879 at 6%; with 50% employer match about $68,879 at 4% or $45,920 at 6%; with 100% employer match about $51,660 at 4% or $34,440 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-38$5,920,634$157,045$4,133iApproximate average salary by contribution assumption: employee only about $103,319 at 4% or $68,879 at 6%; with 50% employer match about $68,879 at 4% or $45,920 at 6%; with 100% employer match about $51,660 at 4% or $34,440 at 6%.
Hoeppner, Wagner & Evans Retirement Plan-0$0$33,114-
2014243$7,272,659$281,161$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 $72,651 at 6%; with 100% employer match about $81,733 at 4% or $54,489 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-43$6,075,285$237,981$5,534iApproximate average salary by contribution assumption: employee only about $138,361 at 4% or $92,241 at 6%; with 50% employer match about $92,241 at 4% or $61,494 at 6%; with 100% employer match about $69,181 at 4% or $46,120 at 6%.
Hoeppner, Wagner & Evans Retirement Plan-39$1,197,374$43,180$1,107iApproximate average salary by contribution assumption: employee only about $27,679 at 4% or $18,453 at 6%; with 50% employer match about $18,453 at 4% or $12,302 at 6%; with 100% employer match about $13,840 at 4% or $9,226 at 6%.
2013245$7,218,102$412,991$9,178iApproximate average salary by contribution assumption: employee only about $229,439 at 4% or $152,960 at 6%; with 50% employer match about $152,960 at 4% or $101,973 at 6%; with 100% employer match about $114,720 at 4% or $76,480 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-45$6,038,542$335,830$7,463iApproximate average salary by contribution assumption: employee only about $186,572 at 4% or $124,381 at 6%; with 50% employer match about $124,381 at 4% or $82,921 at 6%; with 100% employer match about $93,286 at 4% or $62,191 at 6%.
Hoeppner, Wagner & Evans Retirement Plan-37$1,179,560$77,161$2,085iApproximate average salary by contribution assumption: employee only about $52,136 at 4% or $34,757 at 6%; with 50% employer match about $34,757 at 4% or $23,171 at 6%; with 100% employer match about $26,068 at 4% or $17,379 at 6%.
2012244$7,949,521$372,157$8,458iApproximate average salary by contribution assumption: employee only about $211,453 at 4% or $140,969 at 6%; with 50% employer match about $140,969 at 4% or $93,979 at 6%; with 100% employer match about $105,726 at 4% or $70,484 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-44$6,477,685$299,950$6,817iApproximate average salary by contribution assumption: employee only about $170,426 at 4% or $113,617 at 6%; with 50% employer match about $113,617 at 4% or $75,745 at 6%; with 100% employer match about $85,213 at 4% or $56,809 at 6%.
Hoeppner, Wagner & Evans Retirement Plan-37$1,471,836$72,207$1,952iApproximate average salary by contribution assumption: employee only about $48,789 at 4% or $32,526 at 6%; with 50% employer match about $32,526 at 4% or $21,684 at 6%; with 100% employer match about $24,394 at 4% or $16,263 at 6%.
2011237$8,267,445$425,844$11,509iApproximate average salary by contribution assumption: employee only about $287,732 at 4% or $191,822 at 6%; with 50% employer match about $191,822 at 4% or $127,881 at 6%; with 100% employer match about $143,866 at 4% or $95,911 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-36$6,600,823$350,545$9,737iApproximate average salary by contribution assumption: employee only about $243,434 at 4% or $162,289 at 6%; with 50% employer match about $162,289 at 4% or $108,193 at 6%; with 100% employer match about $121,717 at 4% or $81,145 at 6%.
Hoeppner, Wagner & Evans Retirement Plan-37$1,666,622$75,299$2,035iApproximate average salary by contribution assumption: employee only about $50,878 at 4% or $33,918 at 6%; with 50% employer match about $33,918 at 4% or $22,612 at 6%; with 100% employer match about $25,439 at 4% or $16,959 at 6%.
2010243$8,888,355$624,679$14,527iApproximate average salary by contribution assumption: employee only about $363,185 at 4% or $242,124 at 6%; with 50% employer match about $242,124 at 4% or $161,416 at 6%; with 100% employer match about $181,593 at 4% or $121,062 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-34$7,187,781$443,317$13,039iApproximate average salary by contribution assumption: employee only about $325,968 at 4% or $217,312 at 6%; with 50% employer match about $217,312 at 4% or $144,875 at 6%; with 100% employer match about $162,984 at 4% or $108,656 at 6%.
Hoeppner, Wagner & Evans Retirement Plan-43$1,700,574$181,362$4,218iApproximate average salary by contribution assumption: employee only about $105,443 at 4% or $70,295 at 6%; with 50% employer match about $70,295 at 4% or $46,864 at 6%; with 100% employer match about $52,722 at 4% or $35,148 at 6%.
2009234$9,393,026$489,816$14,406iApproximate average salary by contribution assumption: employee only about $360,159 at 4% or $240,106 at 6%; with 50% employer match about $240,106 at 4% or $160,071 at 6%; with 100% employer match about $180,079 at 4% or $120,053 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-34$7,635,218$407,392$11,982iApproximate average salary by contribution assumption: employee only about $299,553 at 4% or $199,702 at 6%; with 50% employer match about $199,702 at 4% or $133,135 at 6%; with 100% employer match about $149,776 at 4% or $99,851 at 6%.
Hoeppner, Wagner & Evans Retirement Plan-29$1,757,808$82,424$2,842iApproximate average salary by contribution assumption: employee only about $71,055 at 4% or $47,370 at 6%; with 50% employer match about $47,370 at 4% or $31,580 at 6%; with 100% employer match about $35,528 at 4% or $23,685 at 6%.
2008236$7,805,843$575,097$15,975iApproximate average salary by contribution assumption: employee only about $399,373 at 4% or $266,249 at 6%; with 50% employer match about $266,249 at 4% or $177,499 at 6%; with 100% employer match about $199,686 at 4% or $133,124 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-36$6,396,741$475,547$13,210iApproximate average salary by contribution assumption: employee only about $330,241 at 4% or $220,161 at 6%; with 50% employer match about $220,161 at 4% or $146,774 at 6%; with 100% employer match about $165,120 at 4% or $110,080 at 6%.
Hoeppner, Wagner & Evans Retirement Plan-36$1,409,102$99,550$2,765iApproximate average salary by contribution assumption: employee only about $69,132 at 4% or $46,088 at 6%; with 50% employer match about $46,088 at 4% or $30,725 at 6%; with 100% employer match about $34,566 at 4% or $23,044 at 6%.
2007256$0$0-
Hoeppner, Wagner & Evans Savings & Investment Plan-56---
Hoeppner, Wagner & Evans Retirement Plan-56---
2006259$10,873,104$764,176$12,952iApproximate average salary by contribution assumption: employee only about $323,803 at 4% or $215,869 at 6%; with 50% employer match about $215,869 at 4% or $143,913 at 6%; with 100% employer match about $161,902 at 4% or $107,934 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-59$8,934,034$618,708$10,487iApproximate average salary by contribution assumption: employee only about $262,164 at 4% or $174,776 at 6%; with 50% employer match about $174,776 at 4% or $116,518 at 6%; with 100% employer match about $131,082 at 4% or $87,388 at 6%.
Hoeppner, Wagner & Evans Retirement Plan-55$1,939,070$145,468$2,645iApproximate average salary by contribution assumption: employee only about $66,122 at 4% or $44,081 at 6%; with 50% employer match about $44,081 at 4% or $29,387 at 6%; with 100% employer match about $33,061 at 4% or $22,041 at 6%.
2005261$9,300,776$914,086$14,985iApproximate average salary by contribution assumption: employee only about $374,625 at 4% or $249,750 at 6%; with 50% employer match about $249,750 at 4% or $166,500 at 6%; with 100% employer match about $187,313 at 4% or $124,875 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-61$7,638,518$778,951$12,770iApproximate average salary by contribution assumption: employee only about $319,242 at 4% or $212,828 at 6%; with 50% employer match about $212,828 at 4% or $141,885 at 6%; with 100% employer match about $159,621 at 4% or $106,414 at 6%.
Hoeppner, Wagner & Evans Retirement Plan-54$1,662,258$135,135$2,503iApproximate average salary by contribution assumption: employee only about $62,563 at 4% or $41,708 at 6%; with 50% employer match about $41,708 at 4% or $27,806 at 6%; with 100% employer match about $31,281 at 4% or $20,854 at 6%.
2004260$7,756,941$728,455$12,141iApproximate average salary by contribution assumption: employee only about $303,523 at 4% or $202,349 at 6%; with 50% employer match about $202,349 at 4% or $134,899 at 6%; with 100% employer match about $151,761 at 4% or $101,174 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-60$6,344,697$570,829$9,514iApproximate average salary by contribution assumption: employee only about $237,845 at 4% or $158,564 at 6%; with 50% employer match about $158,564 at 4% or $105,709 at 6%; with 100% employer match about $118,923 at 4% or $79,282 at 6%.
Hoeppner, Wagner & Evans Retirement Plan-54$1,412,244$157,626$2,919iApproximate average salary by contribution assumption: employee only about $72,975 at 4% or $48,650 at 6%; with 50% employer match about $48,650 at 4% or $32,433 at 6%; with 100% employer match about $36,488 at 4% or $24,325 at 6%.
2003261$1,272,872$106,273$1,742iApproximate average salary by contribution assumption: employee only about $43,555 at 4% or $29,036 at 6%; with 50% employer match about $29,036 at 4% or $19,358 at 6%; with 100% employer match about $21,777 at 4% or $14,518 at 6%.
Hoeppner, Wagner & Evans Retirement Plan-56$1,272,872$106,273$1,898iApproximate average salary by contribution assumption: employee only about $47,443 at 4% or $31,629 at 6%; with 50% employer match about $31,629 at 4% or $21,086 at 6%; with 100% employer match about $23,722 at 4% or $15,814 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-61---
2002259$0$0-
Hoeppner, Wagner & Evans Savings & Investment Plan-59---
Hoeppner, Wagner & Evans Retirement Plan-55---
2001263$6,773,456$483,706$7,678iApproximate average salary by contribution assumption: employee only about $191,947 at 4% or $127,965 at 6%; with 50% employer match about $127,965 at 4% or $85,310 at 6%; with 100% employer match about $95,973 at 4% or $63,982 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-63$5,535,737$380,679$6,043iApproximate average salary by contribution assumption: employee only about $151,063 at 4% or $100,709 at 6%; with 50% employer match about $100,709 at 4% or $67,139 at 6%; with 100% employer match about $75,532 at 4% or $50,354 at 6%.
Hoeppner, Wagner & Evans Retirement Plan-58$1,237,719$103,027$1,776iApproximate average salary by contribution assumption: employee only about $44,408 at 4% or $29,605 at 6%; with 50% employer match about $29,605 at 4% or $19,737 at 6%; with 100% employer match about $22,204 at 4% or $14,803 at 6%.
2000265$6,981,366$460,984$7,092iApproximate average salary by contribution assumption: employee only about $177,302 at 4% or $118,201 at 6%; with 50% employer match about $118,201 at 4% or $78,801 at 6%; with 100% employer match about $88,651 at 4% or $59,101 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-65$5,740,716$361,761$5,566iApproximate average salary by contribution assumption: employee only about $139,139 at 4% or $92,759 at 6%; with 50% employer match about $92,759 at 4% or $61,839 at 6%; with 100% employer match about $69,569 at 4% or $46,380 at 6%.
Hoeppner, Wagner & Evans Retirement Plan-57$1,240,650$99,223$1,741iApproximate average salary by contribution assumption: employee only about $43,519 at 4% or $29,013 at 6%; with 50% employer match about $29,013 at 4% or $19,342 at 6%; with 100% employer match about $21,759 at 4% or $14,506 at 6%.
1999261$7,213,920$448,812$7,358iApproximate average salary by contribution assumption: employee only about $183,939 at 4% or $122,626 at 6%; with 50% employer match about $122,626 at 4% or $81,751 at 6%; with 100% employer match about $91,970 at 4% or $61,313 at 6%.
Hoeppner, Wagner & Evans Savings & Investment Plan-61$5,986,650$351,909$5,769iApproximate average salary by contribution assumption: employee only about $144,225 at 4% or $96,150 at 6%; with 50% employer match about $96,150 at 4% or $64,100 at 6%; with 100% employer match about $72,113 at 4% or $48,075 at 6%.
Hoeppner, Wagner & Evans Retirement Plan-52$1,227,270$96,903$1,864iApproximate average salary by contribution assumption: employee only about $46,588 at 4% or $31,059 at 6%; with 50% employer match about $31,059 at 4% or $20,706 at 6%; with 100% employer match about $23,294 at 4% or $15,529 at 6%.