Civic Intelligence

Stephens Machine Inc.

Plan context: Stephens Machine Inc. 401(K) Profit Share Plan & Trust

EIN 35-1646980 • Kokomo, IN • 23 filings • 3 plans

1600 Dodge StreetKokomo, IN 46902-2407
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$606,333

2024 Contributions

$103,246

Historical Graphs

Total Assets Over Time

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

$2,826,820$1,413,410$0199920142024YearValue
$606,333Latest year 2024

Participants Over Time

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

33170199920132024YearValue
19Latest 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
2024119$606,333$103,246$5,434iApproximate average salary by contribution assumption: employee only about $135,850 at 4% or $90,567 at 6%; with 50% employer match about $90,567 at 4% or $60,378 at 6%; with 100% employer match about $67,925 at 4% or $45,283 at 6%.
Stephens Machine Inc. 401(K) Profit Share Plan & Trust-19$606,333$103,246$5,434iApproximate average salary by contribution assumption: employee only about $135,850 at 4% or $90,567 at 6%; with 50% employer match about $90,567 at 4% or $60,378 at 6%; with 100% employer match about $67,925 at 4% or $45,283 at 6%.
2023117$519,837$74,100$4,359iApproximate average salary by contribution assumption: employee only about $108,971 at 4% or $72,647 at 6%; with 50% employer match about $72,647 at 4% or $48,431 at 6%; with 100% employer match about $54,485 at 4% or $36,324 at 6%.
Stephens Machine Inc. 401(K) Profit Share Plan & Trust-17$519,837$74,100$4,359iApproximate average salary by contribution assumption: employee only about $108,971 at 4% or $72,647 at 6%; with 50% employer match about $72,647 at 4% or $48,431 at 6%; with 100% employer match about $54,485 at 4% or $36,324 at 6%.
2022115$358,468$46,626$3,108iApproximate average salary by contribution assumption: employee only about $77,710 at 4% or $51,807 at 6%; with 50% employer match about $51,807 at 4% or $34,538 at 6%; with 100% employer match about $38,855 at 4% or $25,903 at 6%.
Stephens Machine Inc. 401(K) Profit Share Plan & Trust-15$358,468$46,626$3,108iApproximate average salary by contribution assumption: employee only about $77,710 at 4% or $51,807 at 6%; with 50% employer match about $51,807 at 4% or $34,538 at 6%; with 100% employer match about $38,855 at 4% or $25,903 at 6%.
2021113$1,324,776$62,237$4,787iApproximate average salary by contribution assumption: employee only about $119,687 at 4% or $79,791 at 6%; with 50% employer match about $79,791 at 4% or $53,194 at 6%; with 100% employer match about $59,843 at 4% or $39,896 at 6%.
Stephens Machine Inc. 401(K) Profit Share Plan & Trust-13$1,324,776$62,237$4,787iApproximate average salary by contribution assumption: employee only about $119,687 at 4% or $79,791 at 6%; with 50% employer match about $79,791 at 4% or $53,194 at 6%; with 100% employer match about $59,843 at 4% or $39,896 at 6%.
2020121$2,571,274$127,573$6,075iApproximate average salary by contribution assumption: employee only about $151,873 at 4% or $101,248 at 6%; with 50% employer match about $101,248 at 4% or $67,499 at 6%; with 100% employer match about $75,936 at 4% or $50,624 at 6%.
Stephens Machine Inc. 401(K) Profit Share Plan & Trust-21$2,571,274$127,573$6,075iApproximate average salary by contribution assumption: employee only about $151,873 at 4% or $101,248 at 6%; with 50% employer match about $101,248 at 4% or $67,499 at 6%; with 100% employer match about $75,936 at 4% or $50,624 at 6%.
2019122$2,826,820$169,670$7,712iApproximate average salary by contribution assumption: employee only about $192,807 at 4% or $128,538 at 6%; with 50% employer match about $128,538 at 4% or $85,692 at 6%; with 100% employer match about $96,403 at 4% or $64,269 at 6%.
Stephens Machine Inc. 401(K) Profit Share Plan & Trust-22$2,826,820$169,670$7,712iApproximate average salary by contribution assumption: employee only about $192,807 at 4% or $128,538 at 6%; with 50% employer match about $128,538 at 4% or $85,692 at 6%; with 100% employer match about $96,403 at 4% or $64,269 at 6%.
2018120$2,185,919$142,159$7,108iApproximate average salary by contribution assumption: employee only about $177,699 at 4% or $118,466 at 6%; with 50% employer match about $118,466 at 4% or $78,977 at 6%; with 100% employer match about $88,849 at 4% or $59,233 at 6%.
Stephens Machine Inc. 401(K) Profit Share Plan & Trust-20$2,185,919$142,159$7,108iApproximate average salary by contribution assumption: employee only about $177,699 at 4% or $118,466 at 6%; with 50% employer match about $118,466 at 4% or $78,977 at 6%; with 100% employer match about $88,849 at 4% or $59,233 at 6%.
2017120$2,207,545$125,615$6,281iApproximate average salary by contribution assumption: employee only about $157,019 at 4% or $104,679 at 6%; with 50% employer match about $104,679 at 4% or $69,786 at 6%; with 100% employer match about $78,509 at 4% or $52,340 at 6%.
Stephens Machine Inc. 401(K) Profit Share Plan & Trust-20$2,207,545$125,615$6,281iApproximate average salary by contribution assumption: employee only about $157,019 at 4% or $104,679 at 6%; with 50% employer match about $104,679 at 4% or $69,786 at 6%; with 100% employer match about $78,509 at 4% or $52,340 at 6%.
2016121$1,834,386$116,758$5,560iApproximate average salary by contribution assumption: employee only about $138,998 at 4% or $92,665 at 6%; with 50% employer match about $92,665 at 4% or $61,777 at 6%; with 100% employer match about $69,499 at 4% or $46,333 at 6%.
Stephens Machine Inc. 401(K) Profit Share Plan & Trust-21$1,834,386$116,758$5,560iApproximate average salary by contribution assumption: employee only about $138,998 at 4% or $92,665 at 6%; with 50% employer match about $92,665 at 4% or $61,777 at 6%; with 100% employer match about $69,499 at 4% or $46,333 at 6%.
2015119$1,617,469$101,974$5,367iApproximate average salary by contribution assumption: employee only about $134,176 at 4% or $89,451 at 6%; with 50% employer match about $89,451 at 4% or $59,634 at 6%; with 100% employer match about $67,088 at 4% or $44,725 at 6%.
Stephens Machine Inc. 401(K) Profit Share Plan & Trust-19$1,617,469$101,974$5,367iApproximate average salary by contribution assumption: employee only about $134,176 at 4% or $89,451 at 6%; with 50% employer match about $89,451 at 4% or $59,634 at 6%; with 100% employer match about $67,088 at 4% or $44,725 at 6%.
2014117$1,595,858$91,281$5,369iApproximate average salary by contribution assumption: employee only about $134,237 at 4% or $89,491 at 6%; with 50% employer match about $89,491 at 4% or $59,661 at 6%; with 100% employer match about $67,118 at 4% or $44,746 at 6%.
Stephens Machine Inc. 401(K) Profit Share Plan & Trust-17$1,595,858$91,281$5,369iApproximate average salary by contribution assumption: employee only about $134,237 at 4% or $89,491 at 6%; with 50% employer match about $89,491 at 4% or $59,661 at 6%; with 100% employer match about $67,118 at 4% or $44,746 at 6%.
2013117$1,445,736$101,294$5,958iApproximate average salary by contribution assumption: employee only about $148,962 at 4% or $99,308 at 6%; with 50% employer match about $99,308 at 4% or $66,205 at 6%; with 100% employer match about $74,481 at 4% or $49,654 at 6%.
Stephens Machine Inc. 401(K) Profit Share Plan & Trust-17$1,445,736$101,294$5,958iApproximate average salary by contribution assumption: employee only about $148,962 at 4% or $99,308 at 6%; with 50% employer match about $99,308 at 4% or $66,205 at 6%; with 100% employer match about $74,481 at 4% or $49,654 at 6%.
2011118$1,297,924$89,802$4,989iApproximate average salary by contribution assumption: employee only about $124,725 at 4% or $83,150 at 6%; with 50% employer match about $83,150 at 4% or $55,433 at 6%; with 100% employer match about $62,363 at 4% or $41,575 at 6%.
Stephens Machine Inc. 401(K) Profit Share Plan & Trust-18$1,297,924$89,802$4,989iApproximate average salary by contribution assumption: employee only about $124,725 at 4% or $83,150 at 6%; with 50% employer match about $83,150 at 4% or $55,433 at 6%; with 100% employer match about $62,363 at 4% or $41,575 at 6%.
2010118$1,265,375$107,104$5,950iApproximate average salary by contribution assumption: employee only about $148,756 at 4% or $99,170 at 6%; with 50% employer match about $99,170 at 4% or $66,114 at 6%; with 100% employer match about $74,378 at 4% or $49,585 at 6%.
Stephens Machine Inc. 401(K) Profit Share Plan & Trust-18$1,265,375$107,104$5,950iApproximate average salary by contribution assumption: employee only about $148,756 at 4% or $99,170 at 6%; with 50% employer match about $99,170 at 4% or $66,114 at 6%; with 100% employer match about $74,378 at 4% or $49,585 at 6%.
2009121$1,107,954$109,094$5,195iApproximate average salary by contribution assumption: employee only about $129,874 at 4% or $86,583 at 6%; with 50% employer match about $86,583 at 4% or $57,722 at 6%; with 100% employer match about $64,937 at 4% or $43,291 at 6%.
Stephens Machine Inc. 401(K) Profit Share Plan & Trust-21$1,107,954$109,094$5,195iApproximate average salary by contribution assumption: employee only about $129,874 at 4% or $86,583 at 6%; with 50% employer match about $86,583 at 4% or $57,722 at 6%; with 100% employer match about $64,937 at 4% or $43,291 at 6%.
2006131$899,215$114,906$3,707iApproximate average salary by contribution assumption: employee only about $92,666 at 4% or $61,777 at 6%; with 50% employer match about $61,777 at 4% or $41,185 at 6%; with 100% employer match about $46,333 at 4% or $30,889 at 6%.
Stephens Machine Inc. 401(K) Profit Share Plan & Trust-31$899,215$114,906$3,707iApproximate average salary by contribution assumption: employee only about $92,666 at 4% or $61,777 at 6%; with 50% employer match about $61,777 at 4% or $41,185 at 6%; with 100% employer match about $46,333 at 4% or $30,889 at 6%.
2005133$0$0-
Stephens Machine Inc. 401(K) Profit Share Plan & Trust-33---
2004119$591,030$86,610$4,558iApproximate average salary by contribution assumption: employee only about $113,961 at 4% or $75,974 at 6%; with 50% employer match about $75,974 at 4% or $50,649 at 6%; with 100% employer match about $56,980 at 4% or $37,987 at 6%.
Stephens Machine Inc. 401(K) Profit Share Plan & Trust-19$591,030$86,610$4,558iApproximate average salary by contribution assumption: employee only about $113,961 at 4% or $75,974 at 6%; with 50% employer match about $75,974 at 4% or $50,649 at 6%; with 100% employer match about $56,980 at 4% or $37,987 at 6%.
2003119$458,774$47,795$2,516iApproximate average salary by contribution assumption: employee only about $62,888 at 4% or $41,925 at 6%; with 50% employer match about $41,925 at 4% or $27,950 at 6%; with 100% employer match about $31,444 at 4% or $20,963 at 6%.
Stephens Machine Inc. 401(K) Profit Share Plan & Trust-19$458,774$47,795$2,516iApproximate average salary by contribution assumption: employee only about $62,888 at 4% or $41,925 at 6%; with 50% employer match about $41,925 at 4% or $27,950 at 6%; with 100% employer match about $31,444 at 4% or $20,963 at 6%.
2002113$324,935$66,577$5,121iApproximate average salary by contribution assumption: employee only about $128,033 at 4% or $85,355 at 6%; with 50% employer match about $85,355 at 4% or $56,903 at 6%; with 100% employer match about $64,016 at 4% or $42,678 at 6%.
Stephens Machine Inc. 401(K) Profit Share Plan & Trust-13$324,935$66,577$5,121iApproximate average salary by contribution assumption: employee only about $128,033 at 4% or $85,355 at 6%; with 50% employer match about $85,355 at 4% or $56,903 at 6%; with 100% employer match about $64,016 at 4% or $42,678 at 6%.
2001121$0$0-
Stephens Machine Inc. 401(K) Profit Share Plan & Trust-21---
2000117$279,290$53,579$3,152iApproximate average salary by contribution assumption: employee only about $78,793 at 4% or $52,528 at 6%; with 50% employer match about $52,528 at 4% or $35,019 at 6%; with 100% employer match about $39,396 at 4% or $26,264 at 6%.
Stephens Machine Inc. 401(K) Profit Share Plan & Trust-17$279,290$53,579$3,152iApproximate average salary by contribution assumption: employee only about $78,793 at 4% or $52,528 at 6%; with 50% employer match about $52,528 at 4% or $35,019 at 6%; with 100% employer match about $39,396 at 4% or $26,264 at 6%.
1999125$277,985$59,982$2,399iApproximate average salary by contribution assumption: employee only about $59,982 at 4% or $39,988 at 6%; with 50% employer match about $39,988 at 4% or $26,659 at 6%; with 100% employer match about $29,991 at 4% or $19,994 at 6%.
Stephens Machine Inc. 401(K) Profit Share Plan & Trust-25$277,985$59,982$2,399iApproximate average salary by contribution assumption: employee only about $59,982 at 4% or $39,988 at 6%; with 50% employer match about $39,988 at 4% or $26,659 at 6%; with 100% employer match about $29,991 at 4% or $19,994 at 6%.