Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$867,538
2025 Contributions
$43,559
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 | 1 | $867,538 | $43,559 | $43,559iApproximate average salary by contribution assumption: employee only about $1,088,975 at 4% or $725,983 at 6%; with 50% employer match about $725,983 at 4% or $483,989 at 6%; with 100% employer match about $544,488 at 4% or $362,992 at 6%. |
| John D Steves Cash Balance Plan | - | 1 | $867,538 | $43,559 | $43,559iApproximate average salary by contribution assumption: employee only about $1,088,975 at 4% or $725,983 at 6%; with 50% employer match about $725,983 at 4% or $483,989 at 6%; with 100% employer match about $544,488 at 4% or $362,992 at 6%. |
| 2024 | 1 | 1 | $653,336 | $110,756 | $110,756iApproximate average salary by contribution assumption: employee only about $2,768,900 at 4% or $1,845,933 at 6%; with 50% employer match about $1,845,933 at 4% or $1,230,622 at 6%; with 100% employer match about $1,384,450 at 4% or $922,967 at 6%. |
| John D Steves Cash Balance Plan | - | 1 | $653,336 | $110,756 | $110,756iApproximate average salary by contribution assumption: employee only about $2,768,900 at 4% or $1,845,933 at 6%; with 50% employer match about $1,845,933 at 4% or $1,230,622 at 6%; with 100% employer match about $1,384,450 at 4% or $922,967 at 6%. |
| 2023 | 1 | 1 | $502,738 | $139,795 | $139,795iApproximate average salary by contribution assumption: employee only about $3,494,875 at 4% or $2,329,917 at 6%; with 50% employer match about $2,329,917 at 4% or $1,553,278 at 6%; with 100% employer match about $1,747,438 at 4% or $1,164,958 at 6%. |
| John D Steves Cash Balance Plan | - | 1 | $502,738 | $139,795 | $139,795iApproximate average salary by contribution assumption: employee only about $3,494,875 at 4% or $2,329,917 at 6%; with 50% employer match about $2,329,917 at 4% or $1,553,278 at 6%; with 100% employer match about $1,747,438 at 4% or $1,164,958 at 6%. |
| 2022 | 1 | 1 | $304,500 | $165,740 | $165,740iApproximate average salary by contribution assumption: employee only about $4,143,500 at 4% or $2,762,333 at 6%; with 50% employer match about $2,762,333 at 4% or $1,841,556 at 6%; with 100% employer match about $2,071,750 at 4% or $1,381,167 at 6%. |
| John D Steves Cash Balance Plan | - | 1 | $304,500 | $165,740 | $165,740iApproximate average salary by contribution assumption: employee only about $4,143,500 at 4% or $2,762,333 at 6%; with 50% employer match about $2,762,333 at 4% or $1,841,556 at 6%; with 100% employer match about $2,071,750 at 4% or $1,381,167 at 6%. |
| 2021 | 1 | 1 | $152,835 | $150,000 | $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%. |
| John D Steves Cash Balance Plan | - | 1 | $152,835 | $150,000 | $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%. |