Civic Intelligence

Stewart-Peterson Group Inc.

Plan context: Stewart-Peterson Group Inc. 401(K) Plan

EIN 39-1526549 • West Bend, WI • 26 filings • 3 plans

137 South Main StreetWest Bend, WI 53095
Current Snapshot

Latest Year

2024

2024 Participants

41

2024 Assets

$6,450,563

2024 Contributions

$296,936

Historical Graphs

Total Assets Over Time

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

$6,644,573$3,322,287$0199920152024YearValue
$6,450,563Latest year 2024

Participants Over Time

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

46230199920112024YearValue
41Latest 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
2024141$6,450,563$296,936$7,242iApproximate average salary by contribution assumption: employee only about $181,059 at 4% or $120,706 at 6%; with 50% employer match about $120,706 at 4% or $80,470 at 6%; with 100% employer match about $90,529 at 4% or $60,353 at 6%.
Stewart-Peterson Group Inc. 401(K) Plan-41$6,450,563$296,936$7,242iApproximate average salary by contribution assumption: employee only about $181,059 at 4% or $120,706 at 6%; with 50% employer match about $120,706 at 4% or $80,470 at 6%; with 100% employer match about $90,529 at 4% or $60,353 at 6%.
2023141$6,644,573$311,100$7,588iApproximate average salary by contribution assumption: employee only about $189,695 at 4% or $126,463 at 6%; with 50% employer match about $126,463 at 4% or $84,309 at 6%; with 100% employer match about $94,848 at 4% or $63,232 at 6%.
Stewart-Peterson Group Inc. 401(K) Plan-41$6,644,573$311,100$7,588iApproximate average salary by contribution assumption: employee only about $189,695 at 4% or $126,463 at 6%; with 50% employer match about $126,463 at 4% or $84,309 at 6%; with 100% employer match about $94,848 at 4% or $63,232 at 6%.
2022138$5,400,438$279,855$7,365iApproximate average salary by contribution assumption: employee only about $184,115 at 4% or $122,743 at 6%; with 50% employer match about $122,743 at 4% or $81,829 at 6%; with 100% employer match about $92,058 at 4% or $61,372 at 6%.
Stewart-Peterson Group Inc. 401(K) Plan-38$5,400,438$279,855$7,365iApproximate average salary by contribution assumption: employee only about $184,115 at 4% or $122,743 at 6%; with 50% employer match about $122,743 at 4% or $81,829 at 6%; with 100% employer match about $92,058 at 4% or $61,372 at 6%.
2021141$5,259,109$265,239$6,469iApproximate average salary by contribution assumption: employee only about $161,731 at 4% or $107,821 at 6%; with 50% employer match about $107,821 at 4% or $71,880 at 6%; with 100% employer match about $80,866 at 4% or $53,910 at 6%.
Stewart-Peterson Group Inc. 401(K) Plan-41$5,259,109$265,239$6,469iApproximate average salary by contribution assumption: employee only about $161,731 at 4% or $107,821 at 6%; with 50% employer match about $107,821 at 4% or $71,880 at 6%; with 100% employer match about $80,866 at 4% or $53,910 at 6%.
202010$6,135,581$426,364-
Stewart-Peterson Group Inc. 401(K) Plan-0$6,135,581$426,364-
2019141$5,875,719$261,568$6,380iApproximate average salary by contribution assumption: employee only about $159,493 at 4% or $106,328 at 6%; with 50% employer match about $106,328 at 4% or $70,886 at 6%; with 100% employer match about $79,746 at 4% or $53,164 at 6%.
Stewart-Peterson Group Inc. 401(K) Plan-41$5,875,719$261,568$6,380iApproximate average salary by contribution assumption: employee only about $159,493 at 4% or $106,328 at 6%; with 50% employer match about $106,328 at 4% or $70,886 at 6%; with 100% employer match about $79,746 at 4% or $53,164 at 6%.
2018143$5,404,702$287,251$6,680iApproximate average salary by contribution assumption: employee only about $167,006 at 4% or $111,338 at 6%; with 50% employer match about $111,338 at 4% or $74,225 at 6%; with 100% employer match about $83,503 at 4% or $55,669 at 6%.
Stewart-Peterson Group Inc. 401(K) Plan-43$5,404,702$287,251$6,680iApproximate average salary by contribution assumption: employee only about $167,006 at 4% or $111,338 at 6%; with 50% employer match about $111,338 at 4% or $74,225 at 6%; with 100% employer match about $83,503 at 4% or $55,669 at 6%.
2017144$5,120,806$290,174$6,595iApproximate average salary by contribution assumption: employee only about $164,872 at 4% or $109,914 at 6%; with 50% employer match about $109,914 at 4% or $73,276 at 6%; with 100% employer match about $82,436 at 4% or $54,957 at 6%.
Stewart-Peterson Group Inc. 401(K) Plan-44$5,120,806$290,174$6,595iApproximate average salary by contribution assumption: employee only about $164,872 at 4% or $109,914 at 6%; with 50% employer match about $109,914 at 4% or $73,276 at 6%; with 100% employer match about $82,436 at 4% or $54,957 at 6%.
2016146$4,618,425$783,478$17,032iApproximate average salary by contribution assumption: employee only about $425,803 at 4% or $283,869 at 6%; with 50% employer match about $283,869 at 4% or $189,246 at 6%; with 100% employer match about $212,902 at 4% or $141,934 at 6%.
Stewart-Peterson Group Inc. 401(K) Plan-46$4,618,425$783,478$17,032iApproximate average salary by contribution assumption: employee only about $425,803 at 4% or $283,869 at 6%; with 50% employer match about $283,869 at 4% or $189,246 at 6%; with 100% employer match about $212,902 at 4% or $141,934 at 6%.
2015143$3,843,952$255,572$5,944iApproximate average salary by contribution assumption: employee only about $148,588 at 4% or $99,059 at 6%; with 50% employer match about $99,059 at 4% or $66,039 at 6%; with 100% employer match about $74,294 at 4% or $49,529 at 6%.
Stewart-Peterson Group Inc. 401(K) Plan-43$3,843,952$255,572$5,944iApproximate average salary by contribution assumption: employee only about $148,588 at 4% or $99,059 at 6%; with 50% employer match about $99,059 at 4% or $66,039 at 6%; with 100% employer match about $74,294 at 4% or $49,529 at 6%.
2014143$3,383,705$322,371$7,497iApproximate average salary by contribution assumption: employee only about $187,425 at 4% or $124,950 at 6%; with 50% employer match about $124,950 at 4% or $83,300 at 6%; with 100% employer match about $93,713 at 4% or $62,475 at 6%.
Stewart-Peterson Group Inc. 401(K) Plan-43$3,383,705$322,371$7,497iApproximate average salary by contribution assumption: employee only about $187,425 at 4% or $124,950 at 6%; with 50% employer match about $124,950 at 4% or $83,300 at 6%; with 100% employer match about $93,713 at 4% or $62,475 at 6%.
2013144$3,139,982$305,281$6,938iApproximate average salary by contribution assumption: employee only about $173,455 at 4% or $115,637 at 6%; with 50% employer match about $115,637 at 4% or $77,091 at 6%; with 100% employer match about $86,728 at 4% or $57,818 at 6%.
Stewart-Peterson Group Inc. 401(K) Plan-44$3,139,982$305,281$6,938iApproximate average salary by contribution assumption: employee only about $173,455 at 4% or $115,637 at 6%; with 50% employer match about $115,637 at 4% or $77,091 at 6%; with 100% employer match about $86,728 at 4% or $57,818 at 6%.
2012140$2,712,312$230,189$5,755iApproximate average salary by contribution assumption: employee only about $143,868 at 4% or $95,912 at 6%; with 50% employer match about $95,912 at 4% or $63,941 at 6%; with 100% employer match about $71,934 at 4% or $47,956 at 6%.
Stewart-Peterson Group Inc. 401(K) Plan-40$2,712,312$230,189$5,755iApproximate average salary by contribution assumption: employee only about $143,868 at 4% or $95,912 at 6%; with 50% employer match about $95,912 at 4% or $63,941 at 6%; with 100% employer match about $71,934 at 4% or $47,956 at 6%.
2011135$2,336,230$264,437$7,555iApproximate average salary by contribution assumption: employee only about $188,884 at 4% or $125,922 at 6%; with 50% employer match about $125,922 at 4% or $83,948 at 6%; with 100% employer match about $94,442 at 4% or $62,961 at 6%.
Stewart-Peterson Group Inc. 401(K) Plan-35$2,336,230$264,437$7,555iApproximate average salary by contribution assumption: employee only about $188,884 at 4% or $125,922 at 6%; with 50% employer match about $125,922 at 4% or $83,948 at 6%; with 100% employer match about $94,442 at 4% or $62,961 at 6%.
2010138$1,787,596$241,157$6,346iApproximate average salary by contribution assumption: employee only about $158,656 at 4% or $105,771 at 6%; with 50% employer match about $105,771 at 4% or $70,514 at 6%; with 100% employer match about $79,328 at 4% or $52,885 at 6%.
Stewart-Peterson Group Inc. 401(K) Plan-38$1,787,596$241,157$6,346iApproximate average salary by contribution assumption: employee only about $158,656 at 4% or $105,771 at 6%; with 50% employer match about $105,771 at 4% or $70,514 at 6%; with 100% employer match about $79,328 at 4% or $52,885 at 6%.
2009136$1,621,999$201,237$5,590iApproximate average salary by contribution assumption: employee only about $139,748 at 4% or $93,165 at 6%; with 50% employer match about $93,165 at 4% or $62,110 at 6%; with 100% employer match about $69,874 at 4% or $46,583 at 6%.
Stewart-Peterson Group Inc. 401(K) Plan-36$1,621,999$201,237$5,590iApproximate average salary by contribution assumption: employee only about $139,748 at 4% or $93,165 at 6%; with 50% employer match about $93,165 at 4% or $62,110 at 6%; with 100% employer match about $69,874 at 4% or $46,583 at 6%.
2008133$0$0-
Stewart-Peterson Group Inc. 401(K) Plan-33---
2007134$0$0-
Stewart-Peterson Group Inc. 401(K) Plan-34---
2006130$1,222,214$163,721$5,457iApproximate average salary by contribution assumption: employee only about $136,434 at 4% or $90,956 at 6%; with 50% employer match about $90,956 at 4% or $60,637 at 6%; with 100% employer match about $68,217 at 4% or $45,478 at 6%.
Stewart-Peterson Group Inc. 401(K) Plan-30$1,222,214$163,721$5,457iApproximate average salary by contribution assumption: employee only about $136,434 at 4% or $90,956 at 6%; with 50% employer match about $90,956 at 4% or $60,637 at 6%; with 100% employer match about $68,217 at 4% or $45,478 at 6%.
2005133$992,849$174,560$5,290iApproximate average salary by contribution assumption: employee only about $132,242 at 4% or $88,162 at 6%; with 50% employer match about $88,162 at 4% or $58,774 at 6%; with 100% employer match about $66,121 at 4% or $44,081 at 6%.
Stewart-Peterson Group Inc. 401(K) Plan-33$992,849$174,560$5,290iApproximate average salary by contribution assumption: employee only about $132,242 at 4% or $88,162 at 6%; with 50% employer match about $88,162 at 4% or $58,774 at 6%; with 100% employer match about $66,121 at 4% or $44,081 at 6%.
2004132$724,701$146,816$4,588iApproximate average salary by contribution assumption: employee only about $114,700 at 4% or $76,467 at 6%; with 50% employer match about $76,467 at 4% or $50,978 at 6%; with 100% employer match about $57,350 at 4% or $38,233 at 6%.
Stewart-Peterson Group Inc. 401(K) Plan-32$724,701$146,816$4,588iApproximate average salary by contribution assumption: employee only about $114,700 at 4% or $76,467 at 6%; with 50% employer match about $76,467 at 4% or $50,978 at 6%; with 100% employer match about $57,350 at 4% or $38,233 at 6%.
2003128$0$0-
Stewart-Peterson Group Inc. 401(K) Plan-28---
2002128$0$0-
Stewart-Peterson Group Inc. 401(K) Plan-28---
2001122$0$0-
Stewart-Peterson Group Inc. 401(K) Plan-22---
2000120$0$0-
Stewart-Peterson Group Inc. 401(K) Plan-20---
1999122$74,623$0-
Stewart-Peterson Group Inc. Profit Sharing Plan-22$74,623--