Civic Intelligence

Adams, Stepner, Woltermann & Dusing PLLC

Plan context: Adams, Stepner, Woltermann, & Dusing 401(K) Plan

EIN 61-1039341 • Covington, KY • 31 filings • 8 plans

40 West Pike StreetCovington, KY 41011
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$11,464,414

2024 Contributions

$456,431

Historical Graphs

Total Assets Over Time

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

$19,912,787$9,956,394$0200320142024YearValue
$11,464,414Latest year 2024

Participants Over Time

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

63320200320142024YearValue
32Latest 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
2024232$11,464,414$456,431$14,263iApproximate average salary by contribution assumption: employee only about $356,587 at 4% or $237,724 at 6%; with 50% employer match about $237,724 at 4% or $158,483 at 6%; with 100% employer match about $178,293 at 4% or $118,862 at 6%.
Adams, Stepner, Woltermann, & Dusing 401(K) Plan-32$11,455,724$364,691$11,397iApproximate average salary by contribution assumption: employee only about $284,915 at 4% or $189,943 at 6%; with 50% employer match about $189,943 at 4% or $126,629 at 6%; with 100% employer match about $142,457 at 4% or $94,972 at 6%.
ADAMS LAW CBS BENEFIT PLAN-15$8,690$91,740$6,116iApproximate average salary by contribution assumption: employee only about $152,900 at 4% or $101,933 at 6%; with 50% employer match about $101,933 at 4% or $67,956 at 6%; with 100% employer match about $76,450 at 4% or $50,967 at 6%.
2023234$10,049,105$407,519$11,986iApproximate average salary by contribution assumption: employee only about $299,646 at 4% or $199,764 at 6%; with 50% employer match about $199,764 at 4% or $133,176 at 6%; with 100% employer match about $149,823 at 4% or $99,882 at 6%.
Adams, Stepner, Woltermann, & Dusing 401(K) Plan-34$10,043,799$307,952$9,057iApproximate average salary by contribution assumption: employee only about $226,435 at 4% or $150,957 at 6%; with 50% employer match about $150,957 at 4% or $100,638 at 6%; with 100% employer match about $113,218 at 4% or $75,478 at 6%.
ADAMS LAW CBS BENEFIT PLAN-15$5,306$99,567$6,638iApproximate average salary by contribution assumption: employee only about $165,945 at 4% or $110,630 at 6%; with 50% employer match about $110,630 at 4% or $73,753 at 6%; with 100% employer match about $82,973 at 4% or $55,315 at 6%.
2022234$8,539,471$336,808$9,906iApproximate average salary by contribution assumption: employee only about $247,653 at 4% or $165,102 at 6%; with 50% employer match about $165,102 at 4% or $110,068 at 6%; with 100% employer match about $123,826 at 4% or $82,551 at 6%.
Adams, Stepner, Woltermann, & Dusing 401(K) Plan-34$8,539,023$292,952$8,616iApproximate average salary by contribution assumption: employee only about $215,406 at 4% or $143,604 at 6%; with 50% employer match about $143,604 at 4% or $95,736 at 6%; with 100% employer match about $107,703 at 4% or $71,802 at 6%.
ADAMS LAW CBS BENEFIT PLAN-15$448$43,856$2,924iApproximate average salary by contribution assumption: employee only about $73,093 at 4% or $48,729 at 6%; with 50% employer match about $48,729 at 4% or $32,486 at 6%; with 100% employer match about $36,547 at 4% or $24,364 at 6%.
2021239$19,912,787$537,678$13,787iApproximate average salary by contribution assumption: employee only about $344,665 at 4% or $229,777 at 6%; with 50% employer match about $229,777 at 4% or $153,185 at 6%; with 100% employer match about $172,333 at 4% or $114,888 at 6%.
Adams, Stepner, Woltermann, & Dusing 401(K) Plan-39$9,967,208$263,801$6,764iApproximate average salary by contribution assumption: employee only about $169,103 at 4% or $112,735 at 6%; with 50% employer match about $112,735 at 4% or $75,157 at 6%; with 100% employer match about $84,552 at 4% or $56,368 at 6%.
Adams, Stepner, Woltermann, & Dusing 401(K) Plan-39$9,945,579$273,877$7,022iApproximate average salary by contribution assumption: employee only about $175,562 at 4% or $117,041 at 6%; with 50% employer match about $117,041 at 4% or $78,028 at 6%; with 100% employer match about $87,781 at 4% or $58,521 at 6%.
2020134$8,638,321$70,841$2,084iApproximate average salary by contribution assumption: employee only about $52,089 at 4% or $34,726 at 6%; with 50% employer match about $34,726 at 4% or $23,151 at 6%; with 100% employer match about $26,044 at 4% or $17,363 at 6%.
Adams, Stepner, Woltermann, & Dusing 401(K) Plan-34$8,638,321$70,841$2,084iApproximate average salary by contribution assumption: employee only about $52,089 at 4% or $34,726 at 6%; with 50% employer match about $34,726 at 4% or $23,151 at 6%; with 100% employer match about $26,044 at 4% or $17,363 at 6%.
2019137$7,512,142$217,622$5,882iApproximate average salary by contribution assumption: employee only about $147,042 at 4% or $98,028 at 6%; with 50% employer match about $98,028 at 4% or $65,352 at 6%; with 100% employer match about $73,521 at 4% or $49,014 at 6%.
Adams, Stepner, Woltermann, & Dusing 401(K) Plan-37$7,512,142$217,622$5,882iApproximate average salary by contribution assumption: employee only about $147,042 at 4% or $98,028 at 6%; with 50% employer match about $98,028 at 4% or $65,352 at 6%; with 100% employer match about $73,521 at 4% or $49,014 at 6%.
2018141$6,702,824$274,084$6,685iApproximate average salary by contribution assumption: employee only about $167,124 at 4% or $111,416 at 6%; with 50% employer match about $111,416 at 4% or $74,278 at 6%; with 100% employer match about $83,562 at 4% or $55,708 at 6%.
Adams, Stepner, Woltermann, & Dusing 401(K) Plan-41$6,702,824$274,084$6,685iApproximate average salary by contribution assumption: employee only about $167,124 at 4% or $111,416 at 6%; with 50% employer match about $111,416 at 4% or $74,278 at 6%; with 100% employer match about $83,562 at 4% or $55,708 at 6%.
2017139$10,056,786$311,928$7,998iApproximate average salary by contribution assumption: employee only about $199,954 at 4% or $133,303 at 6%; with 50% employer match about $133,303 at 4% or $88,868 at 6%; with 100% employer match about $99,977 at 4% or $66,651 at 6%.
Adams, Stepner, Woltermann, & Dusing 401(K) Plan-39$10,056,786$311,928$7,998iApproximate average salary by contribution assumption: employee only about $199,954 at 4% or $133,303 at 6%; with 50% employer match about $133,303 at 4% or $88,868 at 6%; with 100% employer match about $99,977 at 4% or $66,651 at 6%.
2016149$13,092,608$405,596$8,277iApproximate average salary by contribution assumption: employee only about $206,937 at 4% or $137,958 at 6%; with 50% employer match about $137,958 at 4% or $91,972 at 6%; with 100% employer match about $103,468 at 4% or $68,979 at 6%.
Adams, Stepner, Woltermann, & Dusing 401(K) Plan-49$13,092,608$405,596$8,277iApproximate average salary by contribution assumption: employee only about $206,937 at 4% or $137,958 at 6%; with 50% employer match about $137,958 at 4% or $91,972 at 6%; with 100% employer match about $103,468 at 4% or $68,979 at 6%.
2015144$12,017,679$366,624$8,332iApproximate average salary by contribution assumption: employee only about $208,309 at 4% or $138,873 at 6%; with 50% employer match about $138,873 at 4% or $92,582 at 6%; with 100% employer match about $104,155 at 4% or $69,436 at 6%.
Adams, Stepner, Woltermann, & Dusing 401(K) Plan-44$12,017,679$366,624$8,332iApproximate average salary by contribution assumption: employee only about $208,309 at 4% or $138,873 at 6%; with 50% employer match about $138,873 at 4% or $92,582 at 6%; with 100% employer match about $104,155 at 4% or $69,436 at 6%.
2014250$12,202,950$365,837$7,317iApproximate average salary by contribution assumption: employee only about $182,919 at 4% or $121,946 at 6%; with 50% employer match about $121,946 at 4% or $81,297 at 6%; with 100% employer match about $91,459 at 4% or $60,973 at 6%.
Adams, Stepner, Woltermann, & Dusing 401(K) Plan-50$12,202,950$365,837$7,317iApproximate average salary by contribution assumption: employee only about $182,919 at 4% or $121,946 at 6%; with 50% employer match about $121,946 at 4% or $81,297 at 6%; with 100% employer match about $91,459 at 4% or $60,973 at 6%.
ADAMS STEPNER WOLTERMANN & DUSING PROFIT SHARING PLAN-0$0--
2013258$11,572,832$449,678$7,753iApproximate average salary by contribution assumption: employee only about $193,827 at 4% or $129,218 at 6%; with 50% employer match about $129,218 at 4% or $86,145 at 6%; with 100% employer match about $96,913 at 4% or $64,609 at 6%.
Adams, Stepner, Woltermann, & Dusing 401(K) Plan-58$11,556,602$449,678$7,753iApproximate average salary by contribution assumption: employee only about $193,827 at 4% or $129,218 at 6%; with 50% employer match about $129,218 at 4% or $86,145 at 6%; with 100% employer match about $96,913 at 4% or $64,609 at 6%.
ADAMS STEPNER WOLTERMANN & DUSING PROFIT SHARING PLAN-39$16,230--
2012256$9,917,610$568,310$10,148iApproximate average salary by contribution assumption: employee only about $253,710 at 4% or $169,140 at 6%; with 50% employer match about $169,140 at 4% or $112,760 at 6%; with 100% employer match about $126,855 at 4% or $84,570 at 6%.
Adams, Stepner, Woltermann, & Dusing 401(K) Plan-56$8,926,986$568,310$10,148iApproximate average salary by contribution assumption: employee only about $253,710 at 4% or $169,140 at 6%; with 50% employer match about $169,140 at 4% or $112,760 at 6%; with 100% employer match about $126,855 at 4% or $84,570 at 6%.
ADAMS STEPNER WOLTERMANN & DUSING PROFIT SHARING PLAN-39$990,624--
2011242$9,458,797$569,972$13,571iApproximate average salary by contribution assumption: employee only about $339,269 at 4% or $226,179 at 6%; with 50% employer match about $226,179 at 4% or $150,786 at 6%; with 100% employer match about $169,635 at 4% or $113,090 at 6%.
ADAMS STEPNER WOLTERMANN & DUSING PROFIT SHARING PLAN-42$8,811,143$453,000$10,786iApproximate average salary by contribution assumption: employee only about $269,643 at 4% or $179,762 at 6%; with 50% employer match about $179,762 at 4% or $119,841 at 6%; with 100% employer match about $134,821 at 4% or $89,881 at 6%.
Adams, Stepner, Woltermann, & Dusing 401(K) Plan-33$647,654$116,972$3,545iApproximate average salary by contribution assumption: employee only about $88,615 at 4% or $59,077 at 6%; with 50% employer match about $59,077 at 4% or $39,385 at 6%; with 100% employer match about $44,308 at 4% or $29,538 at 6%.
2010241$9,619,241$533,494$13,012iApproximate average salary by contribution assumption: employee only about $325,301 at 4% or $216,867 at 6%; with 50% employer match about $216,867 at 4% or $144,578 at 6%; with 100% employer match about $162,651 at 4% or $108,434 at 6%.
ADAMS STEPNER WOLTERMANN & DUSING PROFIT SHARING PLAN-41$8,941,032$460,000$11,220iApproximate average salary by contribution assumption: employee only about $280,488 at 4% or $186,992 at 6%; with 50% employer match about $186,992 at 4% or $124,661 at 6%; with 100% employer match about $140,244 at 4% or $93,496 at 6%.
Adams, Stepner, Woltermann, & Dusing 401(K) Plan-34$678,209$73,494$2,162iApproximate average salary by contribution assumption: employee only about $54,040 at 4% or $36,026 at 6%; with 50% employer match about $36,026 at 4% or $24,018 at 6%; with 100% employer match about $27,020 at 4% or $18,013 at 6%.
2009131$546,660$60,973$1,967iApproximate average salary by contribution assumption: employee only about $49,172 at 4% or $32,781 at 6%; with 50% employer match about $32,781 at 4% or $21,854 at 6%; with 100% employer match about $24,586 at 4% or $16,391 at 6%.
Adams, Stepner, Woltermann, & Dusing 401(K) Plan-31$546,660$60,973$1,967iApproximate average salary by contribution assumption: employee only about $49,172 at 4% or $32,781 at 6%; with 50% employer match about $32,781 at 4% or $21,854 at 6%; with 100% employer match about $24,586 at 4% or $16,391 at 6%.
2008137$412,131$85,396$2,308iApproximate average salary by contribution assumption: employee only about $57,700 at 4% or $38,467 at 6%; with 50% employer match about $38,467 at 4% or $25,644 at 6%; with 100% employer match about $28,850 at 4% or $19,233 at 6%.
Adams, Stepner, Woltermann, & Dusing 401(K) Plan-37$412,131$85,396$2,308iApproximate average salary by contribution assumption: employee only about $57,700 at 4% or $38,467 at 6%; with 50% employer match about $38,467 at 4% or $25,644 at 6%; with 100% employer match about $28,850 at 4% or $19,233 at 6%.
2007158$568,376$100,108$1,726iApproximate average salary by contribution assumption: employee only about $43,150 at 4% or $28,767 at 6%; with 50% employer match about $28,767 at 4% or $19,178 at 6%; with 100% employer match about $21,575 at 4% or $14,383 at 6%.
Adams, Stepner, Woltermann, & Dusing 401(K) Plan-58$568,376$100,108$1,726iApproximate average salary by contribution assumption: employee only about $43,150 at 4% or $28,767 at 6%; with 50% employer match about $28,767 at 4% or $19,178 at 6%; with 100% employer match about $21,575 at 4% or $14,383 at 6%.
2006160$474,086$163,257$2,721iApproximate average salary by contribution assumption: employee only about $68,024 at 4% or $45,349 at 6%; with 50% employer match about $45,349 at 4% or $30,233 at 6%; with 100% employer match about $34,012 at 4% or $22,675 at 6%.
Adams, Stepner, Woltermann, & Dusing 401(K) Plan-60$474,086$163,257$2,721iApproximate average salary by contribution assumption: employee only about $68,024 at 4% or $45,349 at 6%; with 50% employer match about $45,349 at 4% or $30,233 at 6%; with 100% employer match about $34,012 at 4% or $22,675 at 6%.
2005163$287,579$105,453$1,674iApproximate average salary by contribution assumption: employee only about $41,846 at 4% or $27,898 at 6%; with 50% employer match about $27,898 at 4% or $18,598 at 6%; with 100% employer match about $20,923 at 4% or $13,949 at 6%.
Adams, Stepner, Woltermann, & Dusing 401(K) Plan-63$287,579$105,453$1,674iApproximate average salary by contribution assumption: employee only about $41,846 at 4% or $27,898 at 6%; with 50% employer match about $27,898 at 4% or $18,598 at 6%; with 100% employer match about $20,923 at 4% or $13,949 at 6%.
2004157$163,037$78,909$1,384iApproximate average salary by contribution assumption: employee only about $34,609 at 4% or $23,073 at 6%; with 50% employer match about $23,073 at 4% or $15,382 at 6%; with 100% employer match about $17,305 at 4% or $11,536 at 6%.
Adams, Stepner, Woltermann, & Dusing 401(K) Plan-57$163,037$78,909$1,384iApproximate average salary by contribution assumption: employee only about $34,609 at 4% or $23,073 at 6%; with 50% employer match about $23,073 at 4% or $15,382 at 6%; with 100% employer match about $17,305 at 4% or $11,536 at 6%.
2003159$92,330$63,019$1,068iApproximate average salary by contribution assumption: employee only about $26,703 at 4% or $17,802 at 6%; with 50% employer match about $17,802 at 4% or $11,868 at 6%; with 100% employer match about $13,351 at 4% or $8,901 at 6%.
Adams, Stepner, Woltermann, & Dusing 401(K) Plan-59$92,330$63,019$1,068iApproximate average salary by contribution assumption: employee only about $26,703 at 4% or $17,802 at 6%; with 50% employer match about $17,802 at 4% or $11,868 at 6%; with 100% employer match about $13,351 at 4% or $8,901 at 6%.