David Schroeder, M.D.
Plan context: David Schroeder, M.D. 401(K) Profit Sharing Plan
EIN 04-2749327 • Wellesley, MA • 24 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$1,272,611
2024 Contributions
$113,777
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $1,272,611 | $113,777 | $18,963iApproximate average salary by contribution assumption: employee only about $474,071 at 4% or $316,047 at 6%; with 50% employer match about $316,047 at 4% or $210,698 at 6%; with 100% employer match about $237,035 at 4% or $158,024 at 6%. |
| David Schroeder, M.D. 401(K) Profit Sharing Plan | - | 6 | $1,272,611 | $113,777 | $18,963iApproximate average salary by contribution assumption: employee only about $474,071 at 4% or $316,047 at 6%; with 50% employer match about $316,047 at 4% or $210,698 at 6%; with 100% employer match about $237,035 at 4% or $158,024 at 6%. |
| 2023 | 1 | 8 | $1,052,273 | $119,906 | $14,988iApproximate average salary by contribution assumption: employee only about $374,706 at 4% or $249,804 at 6%; with 50% employer match about $249,804 at 4% or $166,536 at 6%; with 100% employer match about $187,353 at 4% or $124,902 at 6%. |
| David Schroeder, M.D. 401(K) Profit Sharing Plan | - | 8 | $1,052,273 | $119,906 | $14,988iApproximate average salary by contribution assumption: employee only about $374,706 at 4% or $249,804 at 6%; with 50% employer match about $249,804 at 4% or $166,536 at 6%; with 100% employer match about $187,353 at 4% or $124,902 at 6%. |
| 2022 | 1 | 8 | $899,481 | $107,133 | $13,392iApproximate average salary by contribution assumption: employee only about $334,791 at 4% or $223,194 at 6%; with 50% employer match about $223,194 at 4% or $148,796 at 6%; with 100% employer match about $167,395 at 4% or $111,597 at 6%. |
| David Schroeder, M.D. 401(K) Profit Sharing Plan | - | 8 | $899,481 | $107,133 | $13,392iApproximate average salary by contribution assumption: employee only about $334,791 at 4% or $223,194 at 6%; with 50% employer match about $223,194 at 4% or $148,796 at 6%; with 100% employer match about $167,395 at 4% or $111,597 at 6%. |
| 2021 | 1 | 9 | $1,047,042 | $84,959 | $9,440iApproximate average salary by contribution assumption: employee only about $235,997 at 4% or $157,331 at 6%; with 50% employer match about $157,331 at 4% or $104,888 at 6%; with 100% employer match about $117,999 at 4% or $78,666 at 6%. |
| David Schroeder, M.D. 401(K) Profit Sharing Plan | - | 9 | $1,047,042 | $84,959 | $9,440iApproximate average salary by contribution assumption: employee only about $235,997 at 4% or $157,331 at 6%; with 50% employer match about $157,331 at 4% or $104,888 at 6%; with 100% employer match about $117,999 at 4% or $78,666 at 6%. |
| 2020 | 1 | 8 | $953,882 | $61,907 | $7,738iApproximate average salary by contribution assumption: employee only about $193,459 at 4% or $128,973 at 6%; with 50% employer match about $128,973 at 4% or $85,982 at 6%; with 100% employer match about $96,730 at 4% or $64,486 at 6%. |
| David Schroeder, M.D. 401(K) Profit Sharing Plan | - | 8 | $953,882 | $61,907 | $7,738iApproximate average salary by contribution assumption: employee only about $193,459 at 4% or $128,973 at 6%; with 50% employer match about $128,973 at 4% or $85,982 at 6%; with 100% employer match about $96,730 at 4% or $64,486 at 6%. |
| 2019 | 1 | 9 | $827,323 | $63,221 | $7,025iApproximate average salary by contribution assumption: employee only about $175,614 at 4% or $117,076 at 6%; with 50% employer match about $117,076 at 4% or $78,051 at 6%; with 100% employer match about $87,807 at 4% or $58,538 at 6%. |
| David Schroeder, M.D. 401(K) Profit Sharing Plan | - | 9 | $827,323 | $63,221 | $7,025iApproximate average salary by contribution assumption: employee only about $175,614 at 4% or $117,076 at 6%; with 50% employer match about $117,076 at 4% or $78,051 at 6%; with 100% employer match about $87,807 at 4% or $58,538 at 6%. |
| 2018 | 1 | 9 | $632,019 | $66,131 | $7,348iApproximate average salary by contribution assumption: employee only about $183,697 at 4% or $122,465 at 6%; with 50% employer match about $122,465 at 4% or $81,643 at 6%; with 100% employer match about $91,849 at 4% or $61,232 at 6%. |
| David Schroeder, M.D. 401(K) Profit Sharing Plan | - | 9 | $632,019 | $66,131 | $7,348iApproximate average salary by contribution assumption: employee only about $183,697 at 4% or $122,465 at 6%; with 50% employer match about $122,465 at 4% or $81,643 at 6%; with 100% employer match about $91,849 at 4% or $61,232 at 6%. |
| 2017 | 1 | 10 | $753,059 | $95,890 | $9,589iApproximate average salary by contribution assumption: employee only about $239,725 at 4% or $159,817 at 6%; with 50% employer match about $159,817 at 4% or $106,544 at 6%; with 100% employer match about $119,863 at 4% or $79,908 at 6%. |
| David Schroeder, M.D. 401(K) Profit Sharing Plan | - | 10 | $753,059 | $95,890 | $9,589iApproximate average salary by contribution assumption: employee only about $239,725 at 4% or $159,817 at 6%; with 50% employer match about $159,817 at 4% or $106,544 at 6%; with 100% employer match about $119,863 at 4% or $79,908 at 6%. |
| 2016 | 1 | 10 | $570,944 | $91,230 | $9,123iApproximate average salary by contribution assumption: employee only about $228,075 at 4% or $152,050 at 6%; with 50% employer match about $152,050 at 4% or $101,367 at 6%; with 100% employer match about $114,038 at 4% or $76,025 at 6%. |
| David Schroeder, M.D. 401(K) Profit Sharing Plan | - | 10 | $570,944 | $91,230 | $9,123iApproximate average salary by contribution assumption: employee only about $228,075 at 4% or $152,050 at 6%; with 50% employer match about $152,050 at 4% or $101,367 at 6%; with 100% employer match about $114,038 at 4% or $76,025 at 6%. |
| 2015 | 1 | 10 | $549,929 | $85,744 | $8,574iApproximate average salary by contribution assumption: employee only about $214,360 at 4% or $142,907 at 6%; with 50% employer match about $142,907 at 4% or $95,271 at 6%; with 100% employer match about $107,180 at 4% or $71,453 at 6%. |
| David Schroeder, M.D. 401(K) Profit Sharing Plan | - | 10 | $549,929 | $85,744 | $8,574iApproximate average salary by contribution assumption: employee only about $214,360 at 4% or $142,907 at 6%; with 50% employer match about $142,907 at 4% or $95,271 at 6%; with 100% employer match about $107,180 at 4% or $71,453 at 6%. |
| 2014 | 1 | 10 | $610,882 | $88,861 | $8,886iApproximate average salary by contribution assumption: employee only about $222,153 at 4% or $148,102 at 6%; with 50% employer match about $148,102 at 4% or $98,734 at 6%; with 100% employer match about $111,076 at 4% or $74,051 at 6%. |
| David Schroeder, M.D. 401(K) Profit Sharing Plan | - | 10 | $610,882 | $88,861 | $8,886iApproximate average salary by contribution assumption: employee only about $222,153 at 4% or $148,102 at 6%; with 50% employer match about $148,102 at 4% or $98,734 at 6%; with 100% employer match about $111,076 at 4% or $74,051 at 6%. |
| 2013 | 1 | 9 | $483,872 | $84,554 | $9,395iApproximate average salary by contribution assumption: employee only about $234,872 at 4% or $156,581 at 6%; with 50% employer match about $156,581 at 4% or $104,388 at 6%; with 100% employer match about $117,436 at 4% or $78,291 at 6%. |
| David Schroeder, M.D. 401(K) Profit Sharing Plan | - | 9 | $483,872 | $84,554 | $9,395iApproximate average salary by contribution assumption: employee only about $234,872 at 4% or $156,581 at 6%; with 50% employer match about $156,581 at 4% or $104,388 at 6%; with 100% employer match about $117,436 at 4% or $78,291 at 6%. |
| 2012 | 1 | 8 | $324,940 | $49,437 | $6,180iApproximate average salary by contribution assumption: employee only about $154,491 at 4% or $102,994 at 6%; with 50% employer match about $102,994 at 4% or $68,663 at 6%; with 100% employer match about $77,245 at 4% or $51,497 at 6%. |
| David Schroeder, M.D. 401(K) Profit Sharing Plan | - | 8 | $324,940 | $49,437 | $6,180iApproximate average salary by contribution assumption: employee only about $154,491 at 4% or $102,994 at 6%; with 50% employer match about $102,994 at 4% or $68,663 at 6%; with 100% employer match about $77,245 at 4% or $51,497 at 6%. |
| 2011 | 1 | 11 | $357,127 | $20,863 | $1,897iApproximate average salary by contribution assumption: employee only about $47,416 at 4% or $31,611 at 6%; with 50% employer match about $31,611 at 4% or $21,074 at 6%; with 100% employer match about $23,708 at 4% or $15,805 at 6%. |
| David Schroeder, M.D. 401(K) Profit Sharing Plan | - | 11 | $357,127 | $20,863 | $1,897iApproximate average salary by contribution assumption: employee only about $47,416 at 4% or $31,611 at 6%; with 50% employer match about $31,611 at 4% or $21,074 at 6%; with 100% employer match about $23,708 at 4% or $15,805 at 6%. |
| 2010 | 1 | 11 | $457,984 | $19,454 | $1,769iApproximate average salary by contribution assumption: employee only about $44,214 at 4% or $29,476 at 6%; with 50% employer match about $29,476 at 4% or $19,651 at 6%; with 100% employer match about $22,107 at 4% or $14,738 at 6%. |
| David Schroeder, M.D. 401(K) Profit Sharing Plan | - | 11 | $457,984 | $19,454 | $1,769iApproximate average salary by contribution assumption: employee only about $44,214 at 4% or $29,476 at 6%; with 50% employer match about $29,476 at 4% or $19,651 at 6%; with 100% employer match about $22,107 at 4% or $14,738 at 6%. |
| 2009 | 1 | 8 | $388,088 | $19,491 | $2,436iApproximate average salary by contribution assumption: employee only about $60,909 at 4% or $40,606 at 6%; with 50% employer match about $40,606 at 4% or $27,071 at 6%; with 100% employer match about $30,455 at 4% or $20,303 at 6%. |
| David Schroeder, M.D. 401(K) Profit Sharing Plan | - | 8 | $388,088 | $19,491 | $2,436iApproximate average salary by contribution assumption: employee only about $60,909 at 4% or $40,606 at 6%; with 50% employer match about $40,606 at 4% or $27,071 at 6%; with 100% employer match about $30,455 at 4% or $20,303 at 6%. |
| 2008 | 1 | 7 | $279,228 | $44,821 | $6,403iApproximate average salary by contribution assumption: employee only about $160,075 at 4% or $106,717 at 6%; with 50% employer match about $106,717 at 4% or $71,144 at 6%; with 100% employer match about $80,038 at 4% or $53,358 at 6%. |
| David Schroeder, M.D. 401(K) Profit Sharing Plan | - | 7 | $279,228 | $44,821 | $6,403iApproximate average salary by contribution assumption: employee only about $160,075 at 4% or $106,717 at 6%; with 50% employer match about $106,717 at 4% or $71,144 at 6%; with 100% employer match about $80,038 at 4% or $53,358 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| David Schroeder, M.D. 401(K) Profit Sharing Plan | - | 7 | - | - | - |
| 2006 | 1 | 9 | $323,457 | $28,899 | $3,211iApproximate average salary by contribution assumption: employee only about $80,275 at 4% or $53,517 at 6%; with 50% employer match about $53,517 at 4% or $35,678 at 6%; with 100% employer match about $40,138 at 4% or $26,758 at 6%. |
| David Schroeder, M.D. 401(K) Profit Sharing Plan | - | 9 | $323,457 | $28,899 | $3,211iApproximate average salary by contribution assumption: employee only about $80,275 at 4% or $53,517 at 6%; with 50% employer match about $53,517 at 4% or $35,678 at 6%; with 100% employer match about $40,138 at 4% or $26,758 at 6%. |
| 2005 | 1 | 8 | $260,437 | $66,704 | $8,338iApproximate average salary by contribution assumption: employee only about $208,450 at 4% or $138,967 at 6%; with 50% employer match about $138,967 at 4% or $92,644 at 6%; with 100% employer match about $104,225 at 4% or $69,483 at 6%. |
| David Schroeder, M.D. 401(K) Profit Sharing Plan | - | 8 | $260,437 | $66,704 | $8,338iApproximate average salary by contribution assumption: employee only about $208,450 at 4% or $138,967 at 6%; with 50% employer match about $138,967 at 4% or $92,644 at 6%; with 100% employer match about $104,225 at 4% or $69,483 at 6%. |
| 2004 | 1 | 11 | $190,228 | $49,946 | $4,541iApproximate average salary by contribution assumption: employee only about $113,514 at 4% or $75,676 at 6%; with 50% employer match about $75,676 at 4% or $50,451 at 6%; with 100% employer match about $56,757 at 4% or $37,838 at 6%. |
| David Schroeder, M.D. 401(K) Profit Sharing Plan | - | 11 | $190,228 | $49,946 | $4,541iApproximate average salary by contribution assumption: employee only about $113,514 at 4% or $75,676 at 6%; with 50% employer match about $75,676 at 4% or $50,451 at 6%; with 100% employer match about $56,757 at 4% or $37,838 at 6%. |
| 2003 | 1 | 12 | $125,062 | $54,671 | $4,556iApproximate average salary by contribution assumption: employee only about $113,898 at 4% or $75,932 at 6%; with 50% employer match about $75,932 at 4% or $50,621 at 6%; with 100% employer match about $56,949 at 4% or $37,966 at 6%. |
| David Schroeder, M.D. 401(K) Profit Sharing Plan | - | 12 | $125,062 | $54,671 | $4,556iApproximate average salary by contribution assumption: employee only about $113,898 at 4% or $75,932 at 6%; with 50% employer match about $75,932 at 4% or $50,621 at 6%; with 100% employer match about $56,949 at 4% or $37,966 at 6%. |
| 2002 | 1 | 12 | $0 | $0 | - |
| David Schroeder, M.D. 401(K) Profit Sharing Plan | - | 12 | - | - | - |
| 2001 | 1 | 11 | $0 | $0 | - |
| David Schroeder, M.D. 401(K) Profit Sharing Plan | - | 11 | - | - | - |