Civic Intelligence

Carl J Schuler

Plan context: Carl J Schuler 401 K Profit Sharing Plan Trust

EIN 01-0416602 • Upton, MA • 12 filings • 2 plans

5 Shannon WayUpton, MA 01568-4000
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$962,745

2024 Contributions

$29,383

Historical Graphs

Total Assets Over Time

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

$962,745$481,373$0201220192024YearValue
$962,745Latest year 2024

Participants Over Time

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

840201220192024YearValue
5Latest 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
202415$962,745$0-
Carl J Schuler 401 K Profit Sharing Plan Trust-5$962,745$0-
202315$813,273$0-
Carl J Schuler 401 K Profit Sharing Plan Trust-5$813,273$0-
202215$675,793$0-
Carl J Schuler 401 K Profit Sharing Plan Trust-5$675,793$0-
202115$826,884$29,383$5,877iApproximate average salary by contribution assumption: employee only about $146,915 at 4% or $97,943 at 6%; with 50% employer match about $97,943 at 4% or $65,296 at 6%; with 100% employer match about $73,458 at 4% or $48,972 at 6%.
Carl J Schuler 401 K Profit Sharing Plan Trust-5$826,884$29,383$5,877iApproximate average salary by contribution assumption: employee only about $146,915 at 4% or $97,943 at 6%; with 50% employer match about $97,943 at 4% or $65,296 at 6%; with 100% employer match about $73,458 at 4% or $48,972 at 6%.
202015$724,302$58,546$11,709iApproximate average salary by contribution assumption: employee only about $292,730 at 4% or $195,153 at 6%; with 50% employer match about $195,153 at 4% or $130,102 at 6%; with 100% employer match about $146,365 at 4% or $97,577 at 6%.
Carl J Schuler 401 K Profit Sharing Plan Trust-5$724,302$58,546$11,709iApproximate average salary by contribution assumption: employee only about $292,730 at 4% or $195,153 at 6%; with 50% employer match about $195,153 at 4% or $130,102 at 6%; with 100% employer match about $146,365 at 4% or $97,577 at 6%.
201915$675,443$63,892$12,778iApproximate average salary by contribution assumption: employee only about $319,460 at 4% or $212,973 at 6%; with 50% employer match about $212,973 at 4% or $141,982 at 6%; with 100% employer match about $159,730 at 4% or $106,487 at 6%.
Carl J Schuler 401 K Profit Sharing Plan Trust-5$675,443$63,892$12,778iApproximate average salary by contribution assumption: employee only about $319,460 at 4% or $212,973 at 6%; with 50% employer match about $212,973 at 4% or $141,982 at 6%; with 100% employer match about $159,730 at 4% or $106,487 at 6%.
201816$470,928$62,503$10,417iApproximate average salary by contribution assumption: employee only about $260,429 at 4% or $173,619 at 6%; with 50% employer match about $173,619 at 4% or $115,746 at 6%; with 100% employer match about $130,215 at 4% or $86,810 at 6%.
Carl J Schuler 401 K Profit Sharing Plan Trust-6$470,928$62,503$10,417iApproximate average salary by contribution assumption: employee only about $260,429 at 4% or $173,619 at 6%; with 50% employer match about $173,619 at 4% or $115,746 at 6%; with 100% employer match about $130,215 at 4% or $86,810 at 6%.
201618$310,626$69,645$8,706iApproximate average salary by contribution assumption: employee only about $217,641 at 4% or $145,094 at 6%; with 50% employer match about $145,094 at 4% or $96,729 at 6%; with 100% employer match about $108,820 at 4% or $72,547 at 6%.
Carl J Schuler 401 K Profit Sharing Plan Trust-8$310,626$69,645$8,706iApproximate average salary by contribution assumption: employee only about $217,641 at 4% or $145,094 at 6%; with 50% employer match about $145,094 at 4% or $96,729 at 6%; with 100% employer match about $108,820 at 4% or $72,547 at 6%.
201517$230,656$61,389$8,770iApproximate average salary by contribution assumption: employee only about $219,246 at 4% or $146,164 at 6%; with 50% employer match about $146,164 at 4% or $97,443 at 6%; with 100% employer match about $109,623 at 4% or $73,082 at 6%.
Carl J Schuler 401 K Profit Sharing Plan Trust-7$230,656$61,389$8,770iApproximate average salary by contribution assumption: employee only about $219,246 at 4% or $146,164 at 6%; with 50% employer match about $146,164 at 4% or $97,443 at 6%; with 100% employer match about $109,623 at 4% or $73,082 at 6%.
201418$176,520$64,627$8,078iApproximate average salary by contribution assumption: employee only about $201,959 at 4% or $134,640 at 6%; with 50% employer match about $134,640 at 4% or $89,760 at 6%; with 100% employer match about $100,980 at 4% or $67,320 at 6%.
Carl J Schuler 401 K Profit Sharing Plan Trust-8$176,520$64,627$8,078iApproximate average salary by contribution assumption: employee only about $201,959 at 4% or $134,640 at 6%; with 50% employer match about $134,640 at 4% or $89,760 at 6%; with 100% employer match about $100,980 at 4% or $67,320 at 6%.
201316$105,099$39,262$6,544iApproximate average salary by contribution assumption: employee only about $163,592 at 4% or $109,061 at 6%; with 50% employer match about $109,061 at 4% or $72,707 at 6%; with 100% employer match about $81,796 at 4% or $54,531 at 6%.
Carl J Schuler 401 K Profit Sharing Plan Trust-6$105,099$39,262$6,544iApproximate average salary by contribution assumption: employee only about $163,592 at 4% or $109,061 at 6%; with 50% employer match about $109,061 at 4% or $72,707 at 6%; with 100% employer match about $81,796 at 4% or $54,531 at 6%.
201216$51,372$50,411$8,402iApproximate average salary by contribution assumption: employee only about $210,046 at 4% or $140,031 at 6%; with 50% employer match about $140,031 at 4% or $93,354 at 6%; with 100% employer match about $105,023 at 4% or $70,015 at 6%.
Carl J Schuler 401 K Profit Sharing Plan Trust-6$51,372$50,411$8,402iApproximate average salary by contribution assumption: employee only about $210,046 at 4% or $140,031 at 6%; with 50% employer match about $140,031 at 4% or $93,354 at 6%; with 100% employer match about $105,023 at 4% or $70,015 at 6%.
Carl J Schuler | EIN 01-0416602 | 2024 Form 5500 Company Profile