Steffes Financial Ltd.
Plan context: Steffes Financial Ltd. Profit Sharing 401(K) Plan
EIN 74-2834375 • Overland Park, KS • 39 filings • 7 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$1,744,554
2025 Contributions
$120,242
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $1,744,554 | $120,242 | $24,048iApproximate average salary by contribution assumption: employee only about $601,210 at 4% or $400,807 at 6%; with 50% employer match about $400,807 at 4% or $267,204 at 6%; with 100% employer match about $300,605 at 4% or $200,403 at 6%. |
| Steffes Financial Ltd. Profit Sharing 401(K) Plan | - | 5 | $1,744,554 | $120,242 | $24,048iApproximate average salary by contribution assumption: employee only about $601,210 at 4% or $400,807 at 6%; with 50% employer match about $400,807 at 4% or $267,204 at 6%; with 100% employer match about $300,605 at 4% or $200,403 at 6%. |
| 2024 | 2 | 6 | $6,155,166 | $194,457 | $32,410iApproximate average salary by contribution assumption: employee only about $810,238 at 4% or $540,158 at 6%; with 50% employer match about $540,158 at 4% or $360,106 at 6%; with 100% employer match about $405,119 at 4% or $270,079 at 6%. |
| Steffes Financial Ltd. Profit Sharing 401(K) Plan | - | 6 | $6,155,166 | $194,457 | $32,410iApproximate average salary by contribution assumption: employee only about $810,238 at 4% or $540,158 at 6%; with 50% employer match about $540,158 at 4% or $360,106 at 6%; with 100% employer match about $405,119 at 4% or $270,079 at 6%. |
| Steffes Financial Ltd. Defined Benefit Pension Plan | - | 0 | $0 | - | - |
| 2023 | 2 | 6 | $7,617,055 | $935,395 | $155,899iApproximate average salary by contribution assumption: employee only about $3,897,479 at 4% or $2,598,319 at 6%; with 50% employer match about $2,598,319 at 4% or $1,732,213 at 6%; with 100% employer match about $1,948,740 at 4% or $1,299,160 at 6%. |
| Steffes Financial Ltd. Profit Sharing 401(K) Plan | - | 6 | $4,916,000 | $165,313 | $27,552iApproximate average salary by contribution assumption: employee only about $688,804 at 4% or $459,203 at 6%; with 50% employer match about $459,203 at 4% or $306,135 at 6%; with 100% employer match about $344,402 at 4% or $229,601 at 6%. |
| Steffes Financial Ltd. Defined Benefit Pension Plan | - | 2 | $2,701,055 | $770,082 | $385,041iApproximate average salary by contribution assumption: employee only about $9,626,025 at 4% or $6,417,350 at 6%; with 50% employer match about $6,417,350 at 4% or $4,278,233 at 6%; with 100% employer match about $4,813,013 at 4% or $3,208,675 at 6%. |
| 2022 | 2 | 6 | $5,864,596 | $393,926 | $65,654iApproximate average salary by contribution assumption: employee only about $1,641,358 at 4% or $1,094,239 at 6%; with 50% employer match about $1,094,239 at 4% or $729,493 at 6%; with 100% employer match about $820,679 at 4% or $547,119 at 6%. |
| Steffes Financial Ltd. Profit Sharing 401(K) Plan | - | 6 | $3,933,623 | $153,926 | $25,654iApproximate average salary by contribution assumption: employee only about $641,358 at 4% or $427,572 at 6%; with 50% employer match about $427,572 at 4% or $285,048 at 6%; with 100% employer match about $320,679 at 4% or $213,786 at 6%. |
| Steffes Financial Ltd. Defined Benefit Pension Plan | - | 2 | $1,930,973 | $240,000 | $120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%. |
| 2021 | 2 | 6 | $6,956,156 | $390,448 | $65,075iApproximate average salary by contribution assumption: employee only about $1,626,867 at 4% or $1,084,578 at 6%; with 50% employer match about $1,084,578 at 4% or $723,052 at 6%; with 100% employer match about $813,433 at 4% or $542,289 at 6%. |
| Steffes Financial Ltd. Profit Sharing 401(K) Plan | - | 6 | $4,847,502 | $150,448 | $25,075iApproximate average salary by contribution assumption: employee only about $626,867 at 4% or $417,911 at 6%; with 50% employer match about $417,911 at 4% or $278,607 at 6%; with 100% employer match about $313,433 at 4% or $208,956 at 6%. |
| Steffes Financial Ltd. Defined Benefit Pension Plan | - | 2 | $2,108,654 | $240,000 | $120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%. |
| 2020 | 2 | 6 | $5,512,001 | $393,514 | $65,586iApproximate average salary by contribution assumption: employee only about $1,639,642 at 4% or $1,093,094 at 6%; with 50% employer match about $1,093,094 at 4% or $728,730 at 6%; with 100% employer match about $819,821 at 4% or $546,547 at 6%. |
| Steffes Financial Ltd. Profit Sharing 401(K) Plan | - | 6 | $3,907,026 | $153,514 | $25,586iApproximate average salary by contribution assumption: employee only about $639,642 at 4% or $426,428 at 6%; with 50% employer match about $426,428 at 4% or $284,285 at 6%; with 100% employer match about $319,821 at 4% or $213,214 at 6%. |
| Steffes Financial Ltd. Defined Benefit Pension Plan | - | 2 | $1,604,975 | $240,000 | $120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%. |
| 2019 | 2 | 5 | $4,251,557 | $349,383 | $69,877iApproximate average salary by contribution assumption: employee only about $1,746,915 at 4% or $1,164,610 at 6%; with 50% employer match about $1,164,610 at 4% or $776,407 at 6%; with 100% employer match about $873,458 at 4% or $582,305 at 6%. |
| Steffes Financial Ltd. Profit Sharing 401(K) Plan | - | 5 | $3,093,035 | $109,383 | $21,877iApproximate average salary by contribution assumption: employee only about $546,915 at 4% or $364,610 at 6%; with 50% employer match about $364,610 at 4% or $243,073 at 6%; with 100% employer match about $273,458 at 4% or $182,305 at 6%. |
| Steffes Financial Ltd. Defined Benefit Pension Plan | - | 2 | $1,158,522 | $240,000 | $120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%. |
| 2018 | 2 | 5 | $3,087,824 | $255,610 | $51,122iApproximate average salary by contribution assumption: employee only about $1,278,050 at 4% or $852,033 at 6%; with 50% employer match about $852,033 at 4% or $568,022 at 6%; with 100% employer match about $639,025 at 4% or $426,017 at 6%. |
| Steffes Financial Ltd. Profit Sharing 401(K) Plan | - | 5 | $2,361,161 | $105,610 | $21,122iApproximate average salary by contribution assumption: employee only about $528,050 at 4% or $352,033 at 6%; with 50% employer match about $352,033 at 4% or $234,689 at 6%; with 100% employer match about $264,025 at 4% or $176,017 at 6%. |
| Steffes Financial Ltd. Defined Benefit Pension Plan | - | 2 | $726,663 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| 2017 | 2 | 5 | $3,097,202 | $251,527 | $50,305iApproximate average salary by contribution assumption: employee only about $1,257,635 at 4% or $838,423 at 6%; with 50% employer match about $838,423 at 4% or $558,949 at 6%; with 100% employer match about $628,818 at 4% or $419,212 at 6%. |
| Steffes Financial Ltd. Profit Sharing 401(K) Plan | - | 5 | $2,446,711 | $101,527 | $20,305iApproximate average salary by contribution assumption: employee only about $507,635 at 4% or $338,423 at 6%; with 50% employer match about $338,423 at 4% or $225,616 at 6%; with 100% employer match about $253,818 at 4% or $169,212 at 6%. |
| Steffes Financial Ltd. Defined Benefit Pension Plan | - | 2 | $650,491 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| 2016 | 2 | 5 | $2,332,263 | $250,289 | $50,058iApproximate average salary by contribution assumption: employee only about $1,251,445 at 4% or $834,297 at 6%; with 50% employer match about $834,297 at 4% or $556,198 at 6%; with 100% employer match about $625,723 at 4% or $417,148 at 6%. |
| Steffes Financial Ltd. Profit Sharing 401(K) Plan | - | 5 | $1,933,000 | $95,289 | $19,058iApproximate average salary by contribution assumption: employee only about $476,445 at 4% or $317,630 at 6%; with 50% employer match about $317,630 at 4% or $211,753 at 6%; with 100% employer match about $238,223 at 4% or $158,815 at 6%. |
| Steffes Financial Ltd. Defined Benefit Pension Plan | - | 2 | $399,263 | $155,000 | $77,500iApproximate average salary by contribution assumption: employee only about $1,937,500 at 4% or $1,291,667 at 6%; with 50% employer match about $1,291,667 at 4% or $861,111 at 6%; with 100% employer match about $968,750 at 4% or $645,833 at 6%. |
| 2015 | 2 | 5 | $1,845,068 | $203,808 | $40,762iApproximate average salary by contribution assumption: employee only about $1,019,040 at 4% or $679,360 at 6%; with 50% employer match about $679,360 at 4% or $452,907 at 6%; with 100% employer match about $509,520 at 4% or $339,680 at 6%. |
| Steffes Financial Ltd. Profit Sharing 401(K) Plan | - | 5 | $1,630,703 | $88,808 | $17,762iApproximate average salary by contribution assumption: employee only about $444,040 at 4% or $296,027 at 6%; with 50% employer match about $296,027 at 4% or $197,351 at 6%; with 100% employer match about $222,020 at 4% or $148,013 at 6%. |
| Steffes Financial Ltd. Defined Benefit Pension Plan | - | 2 | $214,365 | $115,000 | $57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%. |
| 2014 | 2 | 5 | $1,658,441 | $202,482 | $40,496iApproximate average salary by contribution assumption: employee only about $1,012,410 at 4% or $674,940 at 6%; with 50% employer match about $674,940 at 4% or $449,960 at 6%; with 100% employer match about $506,205 at 4% or $337,470 at 6%. |
| Steffes Financial Ltd. Profit Sharing 401(K) Plan | - | 5 | $1,557,821 | $101,862 | $20,372iApproximate average salary by contribution assumption: employee only about $509,310 at 4% or $339,540 at 6%; with 50% employer match about $339,540 at 4% or $226,360 at 6%; with 100% employer match about $254,655 at 4% or $169,770 at 6%. |
| Steffes Financial Ltd. Defined Benefit Pension Plan | - | 2 | $100,620 | $100,620 | $50,310iApproximate average salary by contribution assumption: employee only about $1,257,750 at 4% or $838,500 at 6%; with 50% employer match about $838,500 at 4% or $559,000 at 6%; with 100% employer match about $628,875 at 4% or $419,250 at 6%. |
| 2013 | 1 | 4 | $1,378,734 | $96,258 | $24,065iApproximate average salary by contribution assumption: employee only about $601,613 at 4% or $401,075 at 6%; with 50% employer match about $401,075 at 4% or $267,383 at 6%; with 100% employer match about $300,806 at 4% or $200,538 at 6%. |
| Steffes Financial Ltd. Profit Sharing 401(K) Plan | - | 4 | $1,378,734 | $96,258 | $24,065iApproximate average salary by contribution assumption: employee only about $601,613 at 4% or $401,075 at 6%; with 50% employer match about $401,075 at 4% or $267,383 at 6%; with 100% employer match about $300,806 at 4% or $200,538 at 6%. |
| 2012 | 1 | 4 | $1,035,856 | $92,497 | $23,124iApproximate average salary by contribution assumption: employee only about $578,106 at 4% or $385,404 at 6%; with 50% employer match about $385,404 at 4% or $256,936 at 6%; with 100% employer match about $289,053 at 4% or $192,702 at 6%. |
| Steffes Financial Ltd. Profit Sharing 401(K) Plan | - | 4 | $1,035,856 | $92,497 | $23,124iApproximate average salary by contribution assumption: employee only about $578,106 at 4% or $385,404 at 6%; with 50% employer match about $385,404 at 4% or $256,936 at 6%; with 100% employer match about $289,053 at 4% or $192,702 at 6%. |
| 2011 | 1 | 4 | $933,586 | $85,975 | $21,494iApproximate average salary by contribution assumption: employee only about $537,344 at 4% or $358,229 at 6%; with 50% employer match about $358,229 at 4% or $238,819 at 6%; with 100% employer match about $268,672 at 4% or $179,115 at 6%. |
| Steffes Financial Ltd. Profit Sharing 401(K) Plan | - | 4 | $933,586 | $85,975 | $21,494iApproximate average salary by contribution assumption: employee only about $537,344 at 4% or $358,229 at 6%; with 50% employer match about $358,229 at 4% or $238,819 at 6%; with 100% employer match about $268,672 at 4% or $179,115 at 6%. |
| 2010 | 1 | 5 | $936,045 | $78,152 | $15,630iApproximate average salary by contribution assumption: employee only about $390,760 at 4% or $260,507 at 6%; with 50% employer match about $260,507 at 4% or $173,671 at 6%; with 100% employer match about $195,380 at 4% or $130,253 at 6%. |
| Steffes Financial Ltd. Profit Sharing 401(K) Plan | - | 5 | $936,045 | $78,152 | $15,630iApproximate average salary by contribution assumption: employee only about $390,760 at 4% or $260,507 at 6%; with 50% employer match about $260,507 at 4% or $173,671 at 6%; with 100% employer match about $195,380 at 4% or $130,253 at 6%. |
| 2009 | 1 | 5 | $753,518 | $80,818 | $16,164iApproximate average salary by contribution assumption: employee only about $404,090 at 4% or $269,393 at 6%; with 50% employer match about $269,393 at 4% or $179,596 at 6%; with 100% employer match about $202,045 at 4% or $134,697 at 6%. |
| Steffes Financial Ltd. Profit Sharing 401(K) Plan | - | 5 | $753,518 | $80,818 | $16,164iApproximate average salary by contribution assumption: employee only about $404,090 at 4% or $269,393 at 6%; with 50% employer match about $269,393 at 4% or $179,596 at 6%; with 100% employer match about $202,045 at 4% or $134,697 at 6%. |
| 2008 | 1 | 5 | $410,826 | $94,176 | $18,835iApproximate average salary by contribution assumption: employee only about $470,880 at 4% or $313,920 at 6%; with 50% employer match about $313,920 at 4% or $209,280 at 6%; with 100% employer match about $235,440 at 4% or $156,960 at 6%. |
| Steffes Financial Ltd. Profit Sharing 401(K) Plan | - | 5 | $410,826 | $94,176 | $18,835iApproximate average salary by contribution assumption: employee only about $470,880 at 4% or $313,920 at 6%; with 50% employer match about $313,920 at 4% or $209,280 at 6%; with 100% employer match about $235,440 at 4% or $156,960 at 6%. |
| 2007 | 1 | 5 | $537,684 | $100,086 | $20,017iApproximate average salary by contribution assumption: employee only about $500,430 at 4% or $333,620 at 6%; with 50% employer match about $333,620 at 4% or $222,413 at 6%; with 100% employer match about $250,215 at 4% or $166,810 at 6%. |
| Steffes Financial Ltd. Profit Sharing 401(K) Plan | - | 5 | $537,684 | $100,086 | $20,017iApproximate average salary by contribution assumption: employee only about $500,430 at 4% or $333,620 at 6%; with 50% employer match about $333,620 at 4% or $222,413 at 6%; with 100% employer match about $250,215 at 4% or $166,810 at 6%. |
| 2006 | 1 | 5 | $414,440 | $86,678 | $17,336iApproximate average salary by contribution assumption: employee only about $433,390 at 4% or $288,927 at 6%; with 50% employer match about $288,927 at 4% or $192,618 at 6%; with 100% employer match about $216,695 at 4% or $144,463 at 6%. |
| Steffes Financial Ltd. Profit Sharing 401(K) Plan | - | 5 | $414,440 | $86,678 | $17,336iApproximate average salary by contribution assumption: employee only about $433,390 at 4% or $288,927 at 6%; with 50% employer match about $288,927 at 4% or $192,618 at 6%; with 100% employer match about $216,695 at 4% or $144,463 at 6%. |
| 2005 | 1 | 3 | $290,631 | $66,869 | $22,290iApproximate average salary by contribution assumption: employee only about $557,242 at 4% or $371,494 at 6%; with 50% employer match about $371,494 at 4% or $247,663 at 6%; with 100% employer match about $278,621 at 4% or $185,747 at 6%. |
| Steffes Financial Ltd. Profit Sharing 401(K) Plan | - | 3 | $290,631 | $66,869 | $22,290iApproximate average salary by contribution assumption: employee only about $557,242 at 4% or $371,494 at 6%; with 50% employer match about $371,494 at 4% or $247,663 at 6%; with 100% employer match about $278,621 at 4% or $185,747 at 6%. |
| 2004 | 1 | 3 | $222,690 | $63,019 | $21,006iApproximate average salary by contribution assumption: employee only about $525,158 at 4% or $350,106 at 6%; with 50% employer match about $350,106 at 4% or $233,404 at 6%; with 100% employer match about $262,579 at 4% or $175,053 at 6%. |
| Steffes Financial Ltd. Profit Sharing 401(K) Plan | - | 3 | $222,690 | $63,019 | $21,006iApproximate average salary by contribution assumption: employee only about $525,158 at 4% or $350,106 at 6%; with 50% employer match about $350,106 at 4% or $233,404 at 6%; with 100% employer match about $262,579 at 4% or $175,053 at 6%. |
| 2003 | 1 | 3 | $154,676 | $84,511 | $28,170iApproximate average salary by contribution assumption: employee only about $704,258 at 4% or $469,506 at 6%; with 50% employer match about $469,506 at 4% or $313,004 at 6%; with 100% employer match about $352,129 at 4% or $234,753 at 6%. |
| Steffes Financial Ltd. Profit Sharing 401(K) Plan | - | 3 | $154,676 | $84,511 | $28,170iApproximate average salary by contribution assumption: employee only about $704,258 at 4% or $469,506 at 6%; with 50% employer match about $469,506 at 4% or $313,004 at 6%; with 100% employer match about $352,129 at 4% or $234,753 at 6%. |
| 2002 | 2 | 3 | $51,186 | $57,383 | $19,128iApproximate average salary by contribution assumption: employee only about $478,192 at 4% or $318,794 at 6%; with 50% employer match about $318,794 at 4% or $212,530 at 6%; with 100% employer match about $239,096 at 4% or $159,397 at 6%. |
| Steffes Financial Ltd. Profit Sharing 401(K) Plan | - | 3 | $51,186 | $57,383 | $19,128iApproximate average salary by contribution assumption: employee only about $478,192 at 4% or $318,794 at 6%; with 50% employer match about $318,794 at 4% or $212,530 at 6%; with 100% employer match about $239,096 at 4% or $159,397 at 6%. |
| Financial Planning Anvisors Ltd Money Purchase Pension Plan | - | 0 | - | - | - |
| 2001 | 1 | 2 | $40,670 | $0 | - |
| Financial Planning Anvisors Ltd Money Purchase Pension Plan | - | 2 | $40,670 | - | - |
| 2000 | 1 | 2 | $26,992 | $15,387 | $7,694iApproximate average salary by contribution assumption: employee only about $192,338 at 4% or $128,225 at 6%; with 50% employer match about $128,225 at 4% or $85,483 at 6%; with 100% employer match about $96,169 at 4% or $64,113 at 6%. |
| Financial Planning Anvisors Ltd Money Purchase Pension Plan | - | 2 | $26,992 | $15,387 | $7,694iApproximate average salary by contribution assumption: employee only about $192,338 at 4% or $128,225 at 6%; with 50% employer match about $128,225 at 4% or $85,483 at 6%; with 100% employer match about $96,169 at 4% or $64,113 at 6%. |
| 1999 | 1 | 2 | $11,100 | $10,096 | $5,048iApproximate average salary by contribution assumption: employee only about $126,200 at 4% or $84,133 at 6%; with 50% employer match about $84,133 at 4% or $56,089 at 6%; with 100% employer match about $63,100 at 4% or $42,067 at 6%. |
| Financial Planning Anvisors Ltd Money Purchase Pension Plan | - | 2 | $11,100 | $10,096 | $5,048iApproximate average salary by contribution assumption: employee only about $126,200 at 4% or $84,133 at 6%; with 50% employer match about $84,133 at 4% or $56,089 at 6%; with 100% employer match about $63,100 at 4% or $42,067 at 6%. |