Wagner, Hays, Trimble & Stommel
Plan context: Lewis & Wagner 401K Profit Sharing Plan
EIN 35-1905394 • Indianapolis, IN • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
79
2024 Assets
$12,406,465
2024 Contributions
$913,721
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 79 | $12,406,465 | $913,721 | $11,566iApproximate average salary by contribution assumption: employee only about $289,152 at 4% or $192,768 at 6%; with 50% employer match about $192,768 at 4% or $128,512 at 6%; with 100% employer match about $144,576 at 4% or $96,384 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 79 | $12,406,465 | $913,721 | $11,566iApproximate average salary by contribution assumption: employee only about $289,152 at 4% or $192,768 at 6%; with 50% employer match about $192,768 at 4% or $128,512 at 6%; with 100% employer match about $144,576 at 4% or $96,384 at 6%. |
| 2023 | 1 | 79 | $12,836,509 | $906,070 | $11,469iApproximate average salary by contribution assumption: employee only about $286,731 at 4% or $191,154 at 6%; with 50% employer match about $191,154 at 4% or $127,436 at 6%; with 100% employer match about $143,366 at 4% or $95,577 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 79 | $12,836,509 | $906,070 | $11,469iApproximate average salary by contribution assumption: employee only about $286,731 at 4% or $191,154 at 6%; with 50% employer match about $191,154 at 4% or $127,436 at 6%; with 100% employer match about $143,366 at 4% or $95,577 at 6%. |
| 2022 | 1 | 78 | $12,978,617 | $966,124 | $12,386iApproximate average salary by contribution assumption: employee only about $309,655 at 4% or $206,437 at 6%; with 50% employer match about $206,437 at 4% or $137,625 at 6%; with 100% employer match about $154,828 at 4% or $103,218 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 78 | $12,978,617 | $966,124 | $12,386iApproximate average salary by contribution assumption: employee only about $309,655 at 4% or $206,437 at 6%; with 50% employer match about $206,437 at 4% or $137,625 at 6%; with 100% employer match about $154,828 at 4% or $103,218 at 6%. |
| 2021 | 1 | 74 | $14,522,580 | $854,779 | $11,551iApproximate average salary by contribution assumption: employee only about $288,777 at 4% or $192,518 at 6%; with 50% employer match about $192,518 at 4% or $128,345 at 6%; with 100% employer match about $144,388 at 4% or $96,259 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 74 | $14,522,580 | $854,779 | $11,551iApproximate average salary by contribution assumption: employee only about $288,777 at 4% or $192,518 at 6%; with 50% employer match about $192,518 at 4% or $128,345 at 6%; with 100% employer match about $144,388 at 4% or $96,259 at 6%. |
| 2020 | 1 | 76 | $12,779,418 | $935,545 | $12,310iApproximate average salary by contribution assumption: employee only about $307,745 at 4% or $205,163 at 6%; with 50% employer match about $205,163 at 4% or $136,776 at 6%; with 100% employer match about $153,873 at 4% or $102,582 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 76 | $12,779,418 | $935,545 | $12,310iApproximate average salary by contribution assumption: employee only about $307,745 at 4% or $205,163 at 6%; with 50% employer match about $205,163 at 4% or $136,776 at 6%; with 100% employer match about $153,873 at 4% or $102,582 at 6%. |
| 2019 | 1 | 76 | $10,577,060 | $831,615 | $10,942iApproximate average salary by contribution assumption: employee only about $273,558 at 4% or $182,372 at 6%; with 50% employer match about $182,372 at 4% or $121,581 at 6%; with 100% employer match about $136,779 at 4% or $91,186 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 76 | $10,577,060 | $831,615 | $10,942iApproximate average salary by contribution assumption: employee only about $273,558 at 4% or $182,372 at 6%; with 50% employer match about $182,372 at 4% or $121,581 at 6%; with 100% employer match about $136,779 at 4% or $91,186 at 6%. |
| 2018 | 1 | 73 | $8,250,608 | $676,748 | $9,271iApproximate average salary by contribution assumption: employee only about $231,763 at 4% or $154,509 at 6%; with 50% employer match about $154,509 at 4% or $103,006 at 6%; with 100% employer match about $115,882 at 4% or $77,254 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 73 | $8,250,608 | $676,748 | $9,271iApproximate average salary by contribution assumption: employee only about $231,763 at 4% or $154,509 at 6%; with 50% employer match about $154,509 at 4% or $103,006 at 6%; with 100% employer match about $115,882 at 4% or $77,254 at 6%. |
| 2017 | 1 | 68 | $8,347,678 | $730,579 | $10,744iApproximate average salary by contribution assumption: employee only about $268,595 at 4% or $179,063 at 6%; with 50% employer match about $179,063 at 4% or $119,376 at 6%; with 100% employer match about $134,298 at 4% or $89,532 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 68 | $8,347,678 | $730,579 | $10,744iApproximate average salary by contribution assumption: employee only about $268,595 at 4% or $179,063 at 6%; with 50% employer match about $179,063 at 4% or $119,376 at 6%; with 100% employer match about $134,298 at 4% or $89,532 at 6%. |
| 2016 | 1 | 66 | $7,011,733 | $592,371 | $8,975iApproximate average salary by contribution assumption: employee only about $224,383 at 4% or $149,589 at 6%; with 50% employer match about $149,589 at 4% or $99,726 at 6%; with 100% employer match about $112,191 at 4% or $74,794 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 66 | $7,011,733 | $592,371 | $8,975iApproximate average salary by contribution assumption: employee only about $224,383 at 4% or $149,589 at 6%; with 50% employer match about $149,589 at 4% or $99,726 at 6%; with 100% employer match about $112,191 at 4% or $74,794 at 6%. |
| 2015 | 1 | 76 | $6,608,299 | $609,869 | $8,025iApproximate average salary by contribution assumption: employee only about $200,615 at 4% or $133,743 at 6%; with 50% employer match about $133,743 at 4% or $89,162 at 6%; with 100% employer match about $100,307 at 4% or $66,872 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 76 | $6,608,299 | $609,869 | $8,025iApproximate average salary by contribution assumption: employee only about $200,615 at 4% or $133,743 at 6%; with 50% employer match about $133,743 at 4% or $89,162 at 6%; with 100% employer match about $100,307 at 4% or $66,872 at 6%. |
| 2014 | 1 | 72 | $6,413,902 | $442,430 | $6,145iApproximate average salary by contribution assumption: employee only about $153,622 at 4% or $102,414 at 6%; with 50% employer match about $102,414 at 4% or $68,276 at 6%; with 100% employer match about $76,811 at 4% or $51,207 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 72 | $6,413,902 | $442,430 | $6,145iApproximate average salary by contribution assumption: employee only about $153,622 at 4% or $102,414 at 6%; with 50% employer match about $102,414 at 4% or $68,276 at 6%; with 100% employer match about $76,811 at 4% or $51,207 at 6%. |
| 2013 | 1 | 71 | $5,688,434 | $411,466 | $5,795iApproximate average salary by contribution assumption: employee only about $144,882 at 4% or $96,588 at 6%; with 50% employer match about $96,588 at 4% or $64,392 at 6%; with 100% employer match about $72,441 at 4% or $48,294 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 71 | $5,688,434 | $411,466 | $5,795iApproximate average salary by contribution assumption: employee only about $144,882 at 4% or $96,588 at 6%; with 50% employer match about $96,588 at 4% or $64,392 at 6%; with 100% employer match about $72,441 at 4% or $48,294 at 6%. |
| 2012 | 1 | 72 | $4,565,182 | $622,766 | $8,650iApproximate average salary by contribution assumption: employee only about $216,238 at 4% or $144,159 at 6%; with 50% employer match about $144,159 at 4% or $96,106 at 6%; with 100% employer match about $108,119 at 4% or $72,079 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 72 | $4,565,182 | $622,766 | $8,650iApproximate average salary by contribution assumption: employee only about $216,238 at 4% or $144,159 at 6%; with 50% employer match about $144,159 at 4% or $96,106 at 6%; with 100% employer match about $108,119 at 4% or $72,079 at 6%. |
| 2011 | 1 | 76 | $3,563,909 | $390,068 | $5,132iApproximate average salary by contribution assumption: employee only about $128,312 at 4% or $85,541 at 6%; with 50% employer match about $85,541 at 4% or $57,027 at 6%; with 100% employer match about $64,156 at 4% or $42,771 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 76 | $3,563,909 | $390,068 | $5,132iApproximate average salary by contribution assumption: employee only about $128,312 at 4% or $85,541 at 6%; with 50% employer match about $85,541 at 4% or $57,027 at 6%; with 100% employer match about $64,156 at 4% or $42,771 at 6%. |
| 2010 | 1 | 72 | $3,832,020 | $337,692 | $4,690iApproximate average salary by contribution assumption: employee only about $117,254 at 4% or $78,169 at 6%; with 50% employer match about $78,169 at 4% or $52,113 at 6%; with 100% employer match about $58,627 at 4% or $39,085 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 72 | $3,832,020 | $337,692 | $4,690iApproximate average salary by contribution assumption: employee only about $117,254 at 4% or $78,169 at 6%; with 50% employer match about $78,169 at 4% or $52,113 at 6%; with 100% employer match about $58,627 at 4% or $39,085 at 6%. |
| 2009 | 1 | 70 | $3,125,251 | $342,471 | $4,892iApproximate average salary by contribution assumption: employee only about $122,311 at 4% or $81,541 at 6%; with 50% employer match about $81,541 at 4% or $54,360 at 6%; with 100% employer match about $61,156 at 4% or $40,770 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 70 | $3,125,251 | $342,471 | $4,892iApproximate average salary by contribution assumption: employee only about $122,311 at 4% or $81,541 at 6%; with 50% employer match about $81,541 at 4% or $54,360 at 6%; with 100% employer match about $61,156 at 4% or $40,770 at 6%. |
| 2008 | 1 | 59 | $2,477,889 | $358,264 | $6,072iApproximate average salary by contribution assumption: employee only about $151,807 at 4% or $101,205 at 6%; with 50% employer match about $101,205 at 4% or $67,470 at 6%; with 100% employer match about $75,903 at 4% or $50,602 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 59 | $2,477,889 | $358,264 | $6,072iApproximate average salary by contribution assumption: employee only about $151,807 at 4% or $101,205 at 6%; with 50% employer match about $101,205 at 4% or $67,470 at 6%; with 100% employer match about $75,903 at 4% or $50,602 at 6%. |
| 2007 | 1 | 57 | $0 | $0 | - |
| Lewis & Wagner 401K Profit Sharing Plan | - | 57 | - | - | - |
| 2006 | 1 | 53 | $3,294,482 | $435,777 | $8,222iApproximate average salary by contribution assumption: employee only about $205,555 at 4% or $137,037 at 6%; with 50% employer match about $137,037 at 4% or $91,358 at 6%; with 100% employer match about $102,778 at 4% or $68,518 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 53 | $3,294,482 | $435,777 | $8,222iApproximate average salary by contribution assumption: employee only about $205,555 at 4% or $137,037 at 6%; with 50% employer match about $137,037 at 4% or $91,358 at 6%; with 100% employer match about $102,778 at 4% or $68,518 at 6%. |
| 2005 | 1 | 55 | $2,643,545 | $395,531 | $7,191iApproximate average salary by contribution assumption: employee only about $179,787 at 4% or $119,858 at 6%; with 50% employer match about $119,858 at 4% or $79,905 at 6%; with 100% employer match about $89,893 at 4% or $59,929 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 55 | $2,643,545 | $395,531 | $7,191iApproximate average salary by contribution assumption: employee only about $179,787 at 4% or $119,858 at 6%; with 50% employer match about $119,858 at 4% or $79,905 at 6%; with 100% employer match about $89,893 at 4% or $59,929 at 6%. |
| 2004 | 1 | 52 | $2,132,992 | $360,103 | $6,925iApproximate average salary by contribution assumption: employee only about $173,126 at 4% or $115,418 at 6%; with 50% employer match about $115,418 at 4% or $76,945 at 6%; with 100% employer match about $86,563 at 4% or $57,709 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 52 | $2,132,992 | $360,103 | $6,925iApproximate average salary by contribution assumption: employee only about $173,126 at 4% or $115,418 at 6%; with 50% employer match about $115,418 at 4% or $76,945 at 6%; with 100% employer match about $86,563 at 4% or $57,709 at 6%. |
| 2003 | 1 | 50 | $1,628,920 | $256,682 | $5,134iApproximate average salary by contribution assumption: employee only about $128,341 at 4% or $85,561 at 6%; with 50% employer match about $85,561 at 4% or $57,040 at 6%; with 100% employer match about $64,171 at 4% or $42,780 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 50 | $1,628,920 | $256,682 | $5,134iApproximate average salary by contribution assumption: employee only about $128,341 at 4% or $85,561 at 6%; with 50% employer match about $85,561 at 4% or $57,040 at 6%; with 100% employer match about $64,171 at 4% or $42,780 at 6%. |
| 2002 | 1 | 44 | $1,230,700 | $265,069 | $6,024iApproximate average salary by contribution assumption: employee only about $150,607 at 4% or $100,405 at 6%; with 50% employer match about $100,405 at 4% or $66,937 at 6%; with 100% employer match about $75,304 at 4% or $50,202 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 44 | $1,230,700 | $265,069 | $6,024iApproximate average salary by contribution assumption: employee only about $150,607 at 4% or $100,405 at 6%; with 50% employer match about $100,405 at 4% or $66,937 at 6%; with 100% employer match about $75,304 at 4% or $50,202 at 6%. |
| 2001 | 1 | 45 | $1,154,567 | $199,654 | $4,437iApproximate average salary by contribution assumption: employee only about $110,919 at 4% or $73,946 at 6%; with 50% employer match about $73,946 at 4% or $49,297 at 6%; with 100% employer match about $55,459 at 4% or $36,973 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 45 | $1,154,567 | $199,654 | $4,437iApproximate average salary by contribution assumption: employee only about $110,919 at 4% or $73,946 at 6%; with 50% employer match about $73,946 at 4% or $49,297 at 6%; with 100% employer match about $55,459 at 4% or $36,973 at 6%. |
| 2000 | 1 | 38 | $1,050,845 | $163,272 | $4,297iApproximate average salary by contribution assumption: employee only about $107,416 at 4% or $71,611 at 6%; with 50% employer match about $71,611 at 4% or $47,740 at 6%; with 100% employer match about $53,708 at 4% or $35,805 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 38 | $1,050,845 | $163,272 | $4,297iApproximate average salary by contribution assumption: employee only about $107,416 at 4% or $71,611 at 6%; with 50% employer match about $71,611 at 4% or $47,740 at 6%; with 100% employer match about $53,708 at 4% or $35,805 at 6%. |
| 1999 | 1 | 32 | $905,758 | $110,352 | $3,449iApproximate average salary by contribution assumption: employee only about $86,213 at 4% or $57,475 at 6%; with 50% employer match about $57,475 at 4% or $38,317 at 6%; with 100% employer match about $43,106 at 4% or $28,738 at 6%. |
| Lewis & Wagner 401K Profit Sharing Plan | - | 32 | $905,758 | $110,352 | $3,449iApproximate average salary by contribution assumption: employee only about $86,213 at 4% or $57,475 at 6%; with 50% employer match about $57,475 at 4% or $38,317 at 6%; with 100% employer match about $43,106 at 4% or $28,738 at 6%. |