Civic Intelligence

Steffey Wahl LLC

Plan context: Steffey Wahl LLC 401(K) Plan

EIN 82-3651022 • Indianapolis, IN • 8 filings • 2 plans

320 North Meridian, Suite 825Indianapolis, IN 46204
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,143,022

2024 Contributions

$88,579

Historical Graphs

Total Assets Over Time

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

$1,143,022$571,511$0201820212024YearValue
$1,143,022Latest year 2024

Participants Over Time

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

530201820212024YearValue
4Latest 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
202414$1,143,022$88,579$22,145iApproximate average salary by contribution assumption: employee only about $553,619 at 4% or $369,079 at 6%; with 50% employer match about $369,079 at 4% or $246,053 at 6%; with 100% employer match about $276,809 at 4% or $184,540 at 6%.
Steffey Wahl LLC 401(K) Plan-4$1,143,022$88,579$22,145iApproximate average salary by contribution assumption: employee only about $553,619 at 4% or $369,079 at 6%; with 50% employer match about $369,079 at 4% or $246,053 at 6%; with 100% employer match about $276,809 at 4% or $184,540 at 6%.
202314$934,757$86,936$21,734iApproximate average salary by contribution assumption: employee only about $543,350 at 4% or $362,233 at 6%; with 50% employer match about $362,233 at 4% or $241,489 at 6%; with 100% employer match about $271,675 at 4% or $181,117 at 6%.
Steffey Wahl LLC 401(K) Plan-4$934,757$86,936$21,734iApproximate average salary by contribution assumption: employee only about $543,350 at 4% or $362,233 at 6%; with 50% employer match about $362,233 at 4% or $241,489 at 6%; with 100% employer match about $271,675 at 4% or $181,117 at 6%.
202214$693,288$71,423$17,856iApproximate average salary by contribution assumption: employee only about $446,394 at 4% or $297,596 at 6%; with 50% employer match about $297,596 at 4% or $198,397 at 6%; with 100% employer match about $223,197 at 4% or $148,798 at 6%.
Steffey Wahl LLC 401(K) Plan-4$693,288$71,423$17,856iApproximate average salary by contribution assumption: employee only about $446,394 at 4% or $297,596 at 6%; with 50% employer match about $297,596 at 4% or $198,397 at 6%; with 100% employer match about $223,197 at 4% or $148,798 at 6%.
202124$779,385$113,358$28,340iApproximate average salary by contribution assumption: employee only about $708,488 at 4% or $472,325 at 6%; with 50% employer match about $472,325 at 4% or $314,883 at 6%; with 100% employer match about $354,244 at 4% or $236,163 at 6%.
Steffey Wahl LLC 401(K) Plan-4$779,385$76,120$19,030iApproximate average salary by contribution assumption: employee only about $475,750 at 4% or $317,167 at 6%; with 50% employer match about $317,167 at 4% or $211,444 at 6%; with 100% employer match about $237,875 at 4% or $158,583 at 6%.
STEFFEY WAHL LLC CBIN BENEFIT PLAN-0$0$37,238-
202014$596,751$63,840$15,960iApproximate average salary by contribution assumption: employee only about $399,000 at 4% or $266,000 at 6%; with 50% employer match about $266,000 at 4% or $177,333 at 6%; with 100% employer match about $199,500 at 4% or $133,000 at 6%.
Steffey Wahl LLC 401(K) Plan-4$596,751$63,840$15,960iApproximate average salary by contribution assumption: employee only about $399,000 at 4% or $266,000 at 6%; with 50% employer match about $266,000 at 4% or $177,333 at 6%; with 100% employer match about $199,500 at 4% or $133,000 at 6%.
201914$436,727$58,379$14,595iApproximate average salary by contribution assumption: employee only about $364,869 at 4% or $243,246 at 6%; with 50% employer match about $243,246 at 4% or $162,164 at 6%; with 100% employer match about $182,434 at 4% or $121,623 at 6%.
Steffey Wahl LLC 401(K) Plan-4$436,727$58,379$14,595iApproximate average salary by contribution assumption: employee only about $364,869 at 4% or $243,246 at 6%; with 50% employer match about $243,246 at 4% or $162,164 at 6%; with 100% employer match about $182,434 at 4% or $121,623 at 6%.
201815$327,775$361,083$72,217iApproximate average salary by contribution assumption: employee only about $1,805,415 at 4% or $1,203,610 at 6%; with 50% employer match about $1,203,610 at 4% or $802,407 at 6%; with 100% employer match about $902,708 at 4% or $601,805 at 6%.
Steffey Wahl LLC 401(K) Plan-5$327,775$361,083$72,217iApproximate average salary by contribution assumption: employee only about $1,805,415 at 4% or $1,203,610 at 6%; with 50% employer match about $1,203,610 at 4% or $802,407 at 6%; with 100% employer match about $902,708 at 4% or $601,805 at 6%.