Civic Intelligence

Schooner Retirement Community Inc.

Plan context: Schooner/Fallbrook 401(K) Plan

EIN 01-0417092 • Auburn, ME • 26 filings • 3 plans

200 Stetson RoadAuburn, ME 04210-6458
Current Snapshot

Latest Year

2024

2024 Participants

119

2024 Assets

$1,749,535

2024 Contributions

$323,438

Historical Graphs

Total Assets Over Time

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

$1,749,535$874,768$0199920132024YearValue
$1,749,535Latest year 2024

Participants Over Time

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

185930199920122024YearValue
119Latest 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
20241119$1,749,535$323,438$2,718iApproximate average salary by contribution assumption: employee only about $67,949 at 4% or $45,299 at 6%; with 50% employer match about $45,299 at 4% or $30,200 at 6%; with 100% employer match about $33,975 at 4% or $22,650 at 6%.
Schooner/Fallbrook 401(K) Plan-119$1,749,535$323,438$2,718iApproximate average salary by contribution assumption: employee only about $67,949 at 4% or $45,299 at 6%; with 50% employer match about $45,299 at 4% or $30,200 at 6%; with 100% employer match about $33,975 at 4% or $22,650 at 6%.
2023179$1,269,749$204,575$2,590iApproximate average salary by contribution assumption: employee only about $64,739 at 4% or $43,159 at 6%; with 50% employer match about $43,159 at 4% or $28,773 at 6%; with 100% employer match about $32,369 at 4% or $21,580 at 6%.
Schooner/Fallbrook 401(K) Plan-79$1,269,749$204,575$2,590iApproximate average salary by contribution assumption: employee only about $64,739 at 4% or $43,159 at 6%; with 50% employer match about $43,159 at 4% or $28,773 at 6%; with 100% employer match about $32,369 at 4% or $21,580 at 6%.
20221185$1,048,161$156,005$843iApproximate average salary by contribution assumption: employee only about $21,082 at 4% or $14,055 at 6%; with 50% employer match about $14,055 at 4% or $9,370 at 6%; with 100% employer match about $10,541 at 4% or $7,027 at 6%.
Schooner/Fallbrook 401(K) Plan-185$1,048,161$156,005$843iApproximate average salary by contribution assumption: employee only about $21,082 at 4% or $14,055 at 6%; with 50% employer match about $14,055 at 4% or $9,370 at 6%; with 100% employer match about $10,541 at 4% or $7,027 at 6%.
20211142$1,123,283$111,039$782iApproximate average salary by contribution assumption: employee only about $19,549 at 4% or $13,033 at 6%; with 50% employer match about $13,033 at 4% or $8,688 at 6%; with 100% employer match about $9,775 at 4% or $6,516 at 6%.
Schooner/Fallbrook 401(K) Plan-142$1,123,283$111,039$782iApproximate average salary by contribution assumption: employee only about $19,549 at 4% or $13,033 at 6%; with 50% employer match about $13,033 at 4% or $8,688 at 6%; with 100% employer match about $9,775 at 4% or $6,516 at 6%.
20201167$1,364,413$84,600$507iApproximate average salary by contribution assumption: employee only about $12,665 at 4% or $8,443 at 6%; with 50% employer match about $8,443 at 4% or $5,629 at 6%; with 100% employer match about $6,332 at 4% or $4,222 at 6%.
Schooner/Fallbrook 401(K) Plan-167$1,364,413$84,600$507iApproximate average salary by contribution assumption: employee only about $12,665 at 4% or $8,443 at 6%; with 50% employer match about $8,443 at 4% or $5,629 at 6%; with 100% employer match about $6,332 at 4% or $4,222 at 6%.
20191149$1,065,405$109,785$737iApproximate average salary by contribution assumption: employee only about $18,420 at 4% or $12,280 at 6%; with 50% employer match about $12,280 at 4% or $8,187 at 6%; with 100% employer match about $9,210 at 4% or $6,140 at 6%.
Schooner/Fallbrook 401(K) Plan-149$1,065,405$109,785$737iApproximate average salary by contribution assumption: employee only about $18,420 at 4% or $12,280 at 6%; with 50% employer match about $12,280 at 4% or $8,187 at 6%; with 100% employer match about $9,210 at 4% or $6,140 at 6%.
20181152$890,465$113,043$744iApproximate average salary by contribution assumption: employee only about $18,593 at 4% or $12,395 at 6%; with 50% employer match about $12,395 at 4% or $8,263 at 6%; with 100% employer match about $9,296 at 4% or $6,198 at 6%.
Schooner/Fallbrook 401(K) Plan-152$890,465$113,043$744iApproximate average salary by contribution assumption: employee only about $18,593 at 4% or $12,395 at 6%; with 50% employer match about $12,395 at 4% or $8,263 at 6%; with 100% employer match about $9,296 at 4% or $6,198 at 6%.
20171136$867,407$95,609$703iApproximate average salary by contribution assumption: employee only about $17,575 at 4% or $11,717 at 6%; with 50% employer match about $11,717 at 4% or $7,811 at 6%; with 100% employer match about $8,788 at 4% or $5,858 at 6%.
Schooner/Fallbrook 401(K) Plan-136$867,407$95,609$703iApproximate average salary by contribution assumption: employee only about $17,575 at 4% or $11,717 at 6%; with 50% employer match about $11,717 at 4% or $7,811 at 6%; with 100% employer match about $8,788 at 4% or $5,858 at 6%.
20161138$650,929$83,062$602iApproximate average salary by contribution assumption: employee only about $15,047 at 4% or $10,032 at 6%; with 50% employer match about $10,032 at 4% or $6,688 at 6%; with 100% employer match about $7,524 at 4% or $5,016 at 6%.
Schooner/Fallbrook 401(K) Plan-138$650,929$83,062$602iApproximate average salary by contribution assumption: employee only about $15,047 at 4% or $10,032 at 6%; with 50% employer match about $10,032 at 4% or $6,688 at 6%; with 100% employer match about $7,524 at 4% or $5,016 at 6%.
20151139$547,942$76,773$552iApproximate average salary by contribution assumption: employee only about $13,808 at 4% or $9,205 at 6%; with 50% employer match about $9,205 at 4% or $6,137 at 6%; with 100% employer match about $6,904 at 4% or $4,603 at 6%.
Schooner/Fallbrook 401(K) Plan-139$547,942$76,773$552iApproximate average salary by contribution assumption: employee only about $13,808 at 4% or $9,205 at 6%; with 50% employer match about $9,205 at 4% or $6,137 at 6%; with 100% employer match about $6,904 at 4% or $4,603 at 6%.
20141134$480,666$81,084$605iApproximate average salary by contribution assumption: employee only about $15,128 at 4% or $10,085 at 6%; with 50% employer match about $10,085 at 4% or $6,723 at 6%; with 100% employer match about $7,564 at 4% or $5,043 at 6%.
Schooner/Fallbrook 401(K) Plan-134$480,666$81,084$605iApproximate average salary by contribution assumption: employee only about $15,128 at 4% or $10,085 at 6%; with 50% employer match about $10,085 at 4% or $6,723 at 6%; with 100% employer match about $7,564 at 4% or $5,043 at 6%.
20131126$491,274$70,372$559iApproximate average salary by contribution assumption: employee only about $13,963 at 4% or $9,308 at 6%; with 50% employer match about $9,308 at 4% or $6,206 at 6%; with 100% employer match about $6,981 at 4% or $4,654 at 6%.
Schooner/Fallbrook 401(K) Plan-126$491,274$70,372$559iApproximate average salary by contribution assumption: employee only about $13,963 at 4% or $9,308 at 6%; with 50% employer match about $9,308 at 4% or $6,206 at 6%; with 100% employer match about $6,981 at 4% or $4,654 at 6%.
20121128$401,256$60,222$470iApproximate average salary by contribution assumption: employee only about $11,762 at 4% or $7,841 at 6%; with 50% employer match about $7,841 at 4% or $5,228 at 6%; with 100% employer match about $5,881 at 4% or $3,921 at 6%.
Schooner/Fallbrook 401(K) Plan-128$401,256$60,222$470iApproximate average salary by contribution assumption: employee only about $11,762 at 4% or $7,841 at 6%; with 50% employer match about $7,841 at 4% or $5,228 at 6%; with 100% employer match about $5,881 at 4% or $3,921 at 6%.
2011122$332,310$39,495$1,795iApproximate average salary by contribution assumption: employee only about $44,881 at 4% or $29,920 at 6%; with 50% employer match about $29,920 at 4% or $19,947 at 6%; with 100% employer match about $22,440 at 4% or $14,960 at 6%.
Schooner/Fallbrook 401(K) Plan-22$332,310$39,495$1,795iApproximate average salary by contribution assumption: employee only about $44,881 at 4% or $29,920 at 6%; with 50% employer match about $29,920 at 4% or $19,947 at 6%; with 100% employer match about $22,440 at 4% or $14,960 at 6%.
2010124$311,064$74,300$3,096iApproximate average salary by contribution assumption: employee only about $77,396 at 4% or $51,597 at 6%; with 50% employer match about $51,597 at 4% or $34,398 at 6%; with 100% employer match about $38,698 at 4% or $25,799 at 6%.
Schooner/Fallbrook 401(K) Plan-24$311,064$74,300$3,096iApproximate average salary by contribution assumption: employee only about $77,396 at 4% or $51,597 at 6%; with 50% employer match about $51,597 at 4% or $34,398 at 6%; with 100% employer match about $38,698 at 4% or $25,799 at 6%.
2009178$262,607$37,643$483iApproximate average salary by contribution assumption: employee only about $12,065 at 4% or $8,043 at 6%; with 50% employer match about $8,043 at 4% or $5,362 at 6%; with 100% employer match about $6,033 at 4% or $4,022 at 6%.
Schooner/Fallbrook 401(K) Plan-78$262,607$37,643$483iApproximate average salary by contribution assumption: employee only about $12,065 at 4% or $8,043 at 6%; with 50% employer match about $8,043 at 4% or $5,362 at 6%; with 100% employer match about $6,033 at 4% or $4,022 at 6%.
2008181$191,074$35,576$439iApproximate average salary by contribution assumption: employee only about $10,980 at 4% or $7,320 at 6%; with 50% employer match about $7,320 at 4% or $4,880 at 6%; with 100% employer match about $5,490 at 4% or $3,660 at 6%.
Schooner/Fallbrook 401(K) Plan-81$191,074$35,576$439iApproximate average salary by contribution assumption: employee only about $10,980 at 4% or $7,320 at 6%; with 50% employer match about $7,320 at 4% or $4,880 at 6%; with 100% employer match about $5,490 at 4% or $3,660 at 6%.
2007158$0$0-
Schooner/Fallbrook 401(K) Plan-58---
2006155$269,498$33,183$603iApproximate average salary by contribution assumption: employee only about $15,083 at 4% or $10,055 at 6%; with 50% employer match about $10,055 at 4% or $6,704 at 6%; with 100% employer match about $7,542 at 4% or $5,028 at 6%.
Schooner/Fallbrook 401(K) Plan-55$269,498$33,183$603iApproximate average salary by contribution assumption: employee only about $15,083 at 4% or $10,055 at 6%; with 50% employer match about $10,055 at 4% or $6,704 at 6%; with 100% employer match about $7,542 at 4% or $5,028 at 6%.
2005153$208,240$33,143$625iApproximate average salary by contribution assumption: employee only about $15,633 at 4% or $10,422 at 6%; with 50% employer match about $10,422 at 4% or $6,948 at 6%; with 100% employer match about $7,817 at 4% or $5,211 at 6%.
Schooner/Fallbrook 401(K) Plan-53$208,240$33,143$625iApproximate average salary by contribution assumption: employee only about $15,633 at 4% or $10,422 at 6%; with 50% employer match about $10,422 at 4% or $6,948 at 6%; with 100% employer match about $7,817 at 4% or $5,211 at 6%.
2004152$162,654$30,118$579iApproximate average salary by contribution assumption: employee only about $14,480 at 4% or $9,653 at 6%; with 50% employer match about $9,653 at 4% or $6,435 at 6%; with 100% employer match about $7,240 at 4% or $4,827 at 6%.
Schooner/Fallbrook 401(K) Plan-52$162,654$30,118$579iApproximate average salary by contribution assumption: employee only about $14,480 at 4% or $9,653 at 6%; with 50% employer match about $9,653 at 4% or $6,435 at 6%; with 100% employer match about $7,240 at 4% or $4,827 at 6%.
2003149$123,335$32,304$659iApproximate average salary by contribution assumption: employee only about $16,482 at 4% or $10,988 at 6%; with 50% employer match about $10,988 at 4% or $7,325 at 6%; with 100% employer match about $8,241 at 4% or $5,494 at 6%.
Schooner/Fallbrook 401(K) Plan-49$123,335$32,304$659iApproximate average salary by contribution assumption: employee only about $16,482 at 4% or $10,988 at 6%; with 50% employer match about $10,988 at 4% or $7,325 at 6%; with 100% employer match about $8,241 at 4% or $5,494 at 6%.
2002149$76,329$30,027$613iApproximate average salary by contribution assumption: employee only about $15,320 at 4% or $10,213 at 6%; with 50% employer match about $10,213 at 4% or $6,809 at 6%; with 100% employer match about $7,660 at 4% or $5,107 at 6%.
Schooner/Fallbrook 401(K) Plan-49$76,329$30,027$613iApproximate average salary by contribution assumption: employee only about $15,320 at 4% or $10,213 at 6%; with 50% employer match about $10,213 at 4% or $6,809 at 6%; with 100% employer match about $7,660 at 4% or $5,107 at 6%.
2001138$66,053$30,385$800iApproximate average salary by contribution assumption: employee only about $19,990 at 4% or $13,327 at 6%; with 50% employer match about $13,327 at 4% or $8,885 at 6%; with 100% employer match about $9,995 at 4% or $6,663 at 6%.
Schooner/Fallbrook 401(K) Plan-38$66,053$30,385$800iApproximate average salary by contribution assumption: employee only about $19,990 at 4% or $13,327 at 6%; with 50% employer match about $13,327 at 4% or $8,885 at 6%; with 100% employer match about $9,995 at 4% or $6,663 at 6%.
2000138$0$0-
Schooner/Fallbrook 401(K) Plan-38---
1999138$27,705$25,385$668iApproximate average salary by contribution assumption: employee only about $16,701 at 4% or $11,134 at 6%; with 50% employer match about $11,134 at 4% or $7,423 at 6%; with 100% employer match about $8,350 at 4% or $5,567 at 6%.
Schooner/Fallbrook 401(K) Plan-38$27,705$25,385$668iApproximate average salary by contribution assumption: employee only about $16,701 at 4% or $11,134 at 6%; with 50% employer match about $11,134 at 4% or $7,423 at 6%; with 100% employer match about $8,350 at 4% or $5,567 at 6%.