Civic Intelligence

Stewart Wald & Mcculley LLC

Plan context: Stewart Wald & Mcculley LLC 401(K) Profit Sharing Plan

EIN 47-3636158 • Kansas City, MO • 17 filings • 3 plans

2100 Central, Suite 22Kansas City, MO 64108
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$2,736,201

2024 Contributions

$147,517

Historical Graphs

Total Assets Over Time

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

$6,518,730$3,259,365$0201520202024YearValue
$2,736,201Latest year 2024

Participants Over Time

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

1470201520202024YearValue
13Latest 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
2024113$2,736,201$147,517$11,347iApproximate average salary by contribution assumption: employee only about $283,687 at 4% or $189,124 at 6%; with 50% employer match about $189,124 at 4% or $126,083 at 6%; with 100% employer match about $141,843 at 4% or $94,562 at 6%.
Stewart Wald & Mcculley LLC 401(K) Profit Sharing Plan-13$2,736,201$147,517$11,347iApproximate average salary by contribution assumption: employee only about $283,687 at 4% or $189,124 at 6%; with 50% employer match about $189,124 at 4% or $126,083 at 6%; with 100% employer match about $141,843 at 4% or $94,562 at 6%.
2023114$2,604,882$121,596$8,685iApproximate average salary by contribution assumption: employee only about $217,136 at 4% or $144,757 at 6%; with 50% employer match about $144,757 at 4% or $96,505 at 6%; with 100% employer match about $108,568 at 4% or $72,379 at 6%.
Stewart Wald & Mcculley LLC 401(K) Profit Sharing Plan-14$2,604,882$121,596$8,685iApproximate average salary by contribution assumption: employee only about $217,136 at 4% or $144,757 at 6%; with 50% employer match about $144,757 at 4% or $96,505 at 6%; with 100% employer match about $108,568 at 4% or $72,379 at 6%.
2022213$2,670,150$380,449$29,265iApproximate average salary by contribution assumption: employee only about $731,633 at 4% or $487,755 at 6%; with 50% employer match about $487,755 at 4% or $325,170 at 6%; with 100% employer match about $365,816 at 4% or $243,878 at 6%.
Stewart Wald & Mcculley LLC 401(K) Profit Sharing Plan-13$2,670,150$177,777$13,675iApproximate average salary by contribution assumption: employee only about $341,879 at 4% or $227,919 at 6%; with 50% employer match about $227,919 at 4% or $151,946 at 6%; with 100% employer match about $170,939 at 4% or $113,960 at 6%.
STEWART WALD & MCCULLEY LLC CASH BALANCE PLAN-0$0$202,672-
2021211$6,518,730$223,476$20,316iApproximate average salary by contribution assumption: employee only about $507,900 at 4% or $338,600 at 6%; with 50% employer match about $338,600 at 4% or $225,733 at 6%; with 100% employer match about $253,950 at 4% or $169,300 at 6%.
STEWART WALD & MCCULLEY LLC CASH BALANCE PLAN-9$3,592,969--
Stewart Wald & Mcculley LLC 401(K) Profit Sharing Plan-11$2,925,761$223,476$20,316iApproximate average salary by contribution assumption: employee only about $507,900 at 4% or $338,600 at 6%; with 50% employer match about $338,600 at 4% or $225,733 at 6%; with 100% employer match about $253,950 at 4% or $169,300 at 6%.
2020210$5,544,093$1,478,896$147,890iApproximate average salary by contribution assumption: employee only about $3,697,240 at 4% or $2,464,827 at 6%; with 50% employer match about $2,464,827 at 4% or $1,643,218 at 6%; with 100% employer match about $1,848,620 at 4% or $1,232,413 at 6%.
STEWART WALD & MCCULLEY LLC CASH BALANCE PLAN-8$3,272,318$1,200,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
Stewart Wald & Mcculley LLC 401(K) Profit Sharing Plan-10$2,271,775$278,896$27,890iApproximate average salary by contribution assumption: employee only about $697,240 at 4% or $464,827 at 6%; with 50% employer match about $464,827 at 4% or $309,884 at 6%; with 100% employer match about $348,620 at 4% or $232,413 at 6%.
2019212$3,818,750$255,670$21,306iApproximate average salary by contribution assumption: employee only about $532,646 at 4% or $355,097 at 6%; with 50% employer match about $355,097 at 4% or $236,731 at 6%; with 100% employer match about $266,323 at 4% or $177,549 at 6%.
Stewart Wald & Mcculley LLC 401(K) Profit Sharing Plan-12$1,956,611$234,473$19,539iApproximate average salary by contribution assumption: employee only about $488,485 at 4% or $325,657 at 6%; with 50% employer match about $325,657 at 4% or $217,105 at 6%; with 100% employer match about $244,243 at 4% or $162,828 at 6%.
STEWART WALD & MCCULLEY LLC CASH BALANCE PLAN-8$1,862,139$21,197$2,650iApproximate average salary by contribution assumption: employee only about $66,241 at 4% or $44,160 at 6%; with 50% employer match about $44,160 at 4% or $29,440 at 6%; with 100% employer match about $33,120 at 4% or $22,080 at 6%.
2018210$3,069,653$761,535$76,154iApproximate average salary by contribution assumption: employee only about $1,903,838 at 4% or $1,269,225 at 6%; with 50% employer match about $1,269,225 at 4% or $846,150 at 6%; with 100% employer match about $951,919 at 4% or $634,613 at 6%.
STEWART WALD & MCCULLEY LLC CASH BALANCE PLAN-8$1,666,715$583,584$72,948iApproximate average salary by contribution assumption: employee only about $1,823,700 at 4% or $1,215,800 at 6%; with 50% employer match about $1,215,800 at 4% or $810,533 at 6%; with 100% employer match about $911,850 at 4% or $607,900 at 6%.
Stewart Wald & Mcculley LLC 401(K) Profit Sharing Plan-10$1,402,938$177,951$17,795iApproximate average salary by contribution assumption: employee only about $444,877 at 4% or $296,585 at 6%; with 50% employer match about $296,585 at 4% or $197,723 at 6%; with 100% employer match about $222,439 at 4% or $148,293 at 6%.
201729$2,475,789$737,182$81,909iApproximate average salary by contribution assumption: employee only about $2,047,728 at 4% or $1,365,152 at 6%; with 50% employer match about $1,365,152 at 4% or $910,101 at 6%; with 100% employer match about $1,023,864 at 4% or $682,576 at 6%.
Stewart Wald & Mcculley LLC 401(K) Profit Sharing Plan-9$1,325,275$174,891$19,432iApproximate average salary by contribution assumption: employee only about $485,808 at 4% or $323,872 at 6%; with 50% employer match about $323,872 at 4% or $215,915 at 6%; with 100% employer match about $242,904 at 4% or $161,936 at 6%.
STEWART WALD & MCCULLEY LLC CASH BALANCE PLAN-8$1,150,514$562,291$70,286iApproximate average salary by contribution assumption: employee only about $1,757,159 at 4% or $1,171,440 at 6%; with 50% employer match about $1,171,440 at 4% or $780,960 at 6%; with 100% employer match about $878,580 at 4% or $585,720 at 6%.
201628$1,536,899$720,532$90,067iApproximate average salary by contribution assumption: employee only about $2,251,663 at 4% or $1,501,108 at 6%; with 50% employer match about $1,501,108 at 4% or $1,000,739 at 6%; with 100% employer match about $1,125,831 at 4% or $750,554 at 6%.
Stewart Wald & Mcculley LLC 401(K) Profit Sharing Plan-8$977,098$160,731$20,091iApproximate average salary by contribution assumption: employee only about $502,284 at 4% or $334,856 at 6%; with 50% employer match about $334,856 at 4% or $223,238 at 6%; with 100% employer match about $251,142 at 4% or $167,428 at 6%.
STEWART WALD & MCCULLEY LLC CASH BALANCE PLAN-7$559,801$559,801$79,972iApproximate average salary by contribution assumption: employee only about $1,999,289 at 4% or $1,332,860 at 6%; with 50% employer match about $1,332,860 at 4% or $888,573 at 6%; with 100% employer match about $999,645 at 4% or $666,430 at 6%.
201518$747,198$746,705$93,338iApproximate average salary by contribution assumption: employee only about $2,333,453 at 4% or $1,555,635 at 6%; with 50% employer match about $1,555,635 at 4% or $1,037,090 at 6%; with 100% employer match about $1,166,727 at 4% or $777,818 at 6%.
Stewart Wald & Mcculley LLC 401(K) Profit Sharing Plan-8$747,198$746,705$93,338iApproximate average salary by contribution assumption: employee only about $2,333,453 at 4% or $1,555,635 at 6%; with 50% employer match about $1,555,635 at 4% or $1,037,090 at 6%; with 100% employer match about $1,166,727 at 4% or $777,818 at 6%.