Civic Intelligence

Schultz & Williams Inc.

Plan context: Schultz & Williams Inc. 401K Plan

EIN 04-2895739 • Philadelphia, PA • 26 filings • 2 plans

325 Chestnut StreetSuite 700Philadelphia, PA 19106
Current Snapshot

Latest Year

2024

2024 Participants

50

2024 Assets

$6,700,356

2024 Contributions

$547,984

Historical Graphs

Total Assets Over Time

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

$6,700,356$3,350,178$0199920122024YearValue
$6,700,356Latest year 2024

Participants Over Time

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

50250199920122024YearValue
50Latest 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
2024150$6,700,356$547,984$10,960iApproximate average salary by contribution assumption: employee only about $273,992 at 4% or $182,661 at 6%; with 50% employer match about $182,661 at 4% or $121,774 at 6%; with 100% employer match about $136,996 at 4% or $91,331 at 6%.
Schultz & Williams Inc. 401K Plan-50$6,700,356$547,984$10,960iApproximate average salary by contribution assumption: employee only about $273,992 at 4% or $182,661 at 6%; with 50% employer match about $182,661 at 4% or $121,774 at 6%; with 100% employer match about $136,996 at 4% or $91,331 at 6%.
2023145$6,095,628$479,303$10,651iApproximate average salary by contribution assumption: employee only about $266,279 at 4% or $177,520 at 6%; with 50% employer match about $177,520 at 4% or $118,346 at 6%; with 100% employer match about $133,140 at 4% or $88,760 at 6%.
Schultz & Williams Inc. 401K Plan-45$6,095,628$479,303$10,651iApproximate average salary by contribution assumption: employee only about $266,279 at 4% or $177,520 at 6%; with 50% employer match about $177,520 at 4% or $118,346 at 6%; with 100% employer match about $133,140 at 4% or $88,760 at 6%.
2022130$5,313,466$418,806$13,960iApproximate average salary by contribution assumption: employee only about $349,005 at 4% or $232,670 at 6%; with 50% employer match about $232,670 at 4% or $155,113 at 6%; with 100% employer match about $174,503 at 4% or $116,335 at 6%.
Schultz & Williams Inc. 401K Plan-30$5,313,466$418,806$13,960iApproximate average salary by contribution assumption: employee only about $349,005 at 4% or $232,670 at 6%; with 50% employer match about $232,670 at 4% or $155,113 at 6%; with 100% employer match about $174,503 at 4% or $116,335 at 6%.
2021135$5,820,329$462,600$13,217iApproximate average salary by contribution assumption: employee only about $330,429 at 4% or $220,286 at 6%; with 50% employer match about $220,286 at 4% or $146,857 at 6%; with 100% employer match about $165,214 at 4% or $110,143 at 6%.
Schultz & Williams Inc. 401K Plan-35$5,820,329$462,600$13,217iApproximate average salary by contribution assumption: employee only about $330,429 at 4% or $220,286 at 6%; with 50% employer match about $220,286 at 4% or $146,857 at 6%; with 100% employer match about $165,214 at 4% or $110,143 at 6%.
2020136$4,985,594$446,728$12,409iApproximate average salary by contribution assumption: employee only about $310,228 at 4% or $206,819 at 6%; with 50% employer match about $206,819 at 4% or $137,879 at 6%; with 100% employer match about $155,114 at 4% or $103,409 at 6%.
Schultz & Williams Inc. 401K Plan-36$4,985,594$446,728$12,409iApproximate average salary by contribution assumption: employee only about $310,228 at 4% or $206,819 at 6%; with 50% employer match about $206,819 at 4% or $137,879 at 6%; with 100% employer match about $155,114 at 4% or $103,409 at 6%.
2019138$4,063,339$431,951$11,367iApproximate average salary by contribution assumption: employee only about $284,178 at 4% or $189,452 at 6%; with 50% employer match about $189,452 at 4% or $126,301 at 6%; with 100% employer match about $142,089 at 4% or $94,726 at 6%.
Schultz & Williams Inc. 401K Plan-38$4,063,339$431,951$11,367iApproximate average salary by contribution assumption: employee only about $284,178 at 4% or $189,452 at 6%; with 50% employer match about $189,452 at 4% or $126,301 at 6%; with 100% employer match about $142,089 at 4% or $94,726 at 6%.
2018141$3,844,355$484,130$11,808iApproximate average salary by contribution assumption: employee only about $295,201 at 4% or $196,801 at 6%; with 50% employer match about $196,801 at 4% or $131,201 at 6%; with 100% employer match about $147,601 at 4% or $98,400 at 6%.
Schultz & Williams Inc. 401K Plan-41$3,844,355$484,130$11,808iApproximate average salary by contribution assumption: employee only about $295,201 at 4% or $196,801 at 6%; with 50% employer match about $196,801 at 4% or $131,201 at 6%; with 100% employer match about $147,601 at 4% or $98,400 at 6%.
2017134$4,040,592$403,639$11,872iApproximate average salary by contribution assumption: employee only about $296,793 at 4% or $197,862 at 6%; with 50% employer match about $197,862 at 4% or $131,908 at 6%; with 100% employer match about $148,397 at 4% or $98,931 at 6%.
Schultz & Williams Inc. 401K Plan-34$4,040,592$403,639$11,872iApproximate average salary by contribution assumption: employee only about $296,793 at 4% or $197,862 at 6%; with 50% employer match about $197,862 at 4% or $131,908 at 6%; with 100% employer match about $148,397 at 4% or $98,931 at 6%.
2016134$3,492,535$409,762$12,052iApproximate average salary by contribution assumption: employee only about $301,296 at 4% or $200,864 at 6%; with 50% employer match about $200,864 at 4% or $133,909 at 6%; with 100% employer match about $150,648 at 4% or $100,432 at 6%.
Schultz & Williams Inc. 401K Plan-34$3,492,535$409,762$12,052iApproximate average salary by contribution assumption: employee only about $301,296 at 4% or $200,864 at 6%; with 50% employer match about $200,864 at 4% or $133,909 at 6%; with 100% employer match about $150,648 at 4% or $100,432 at 6%.
2015132$3,272,763$350,092$10,940iApproximate average salary by contribution assumption: employee only about $273,509 at 4% or $182,340 at 6%; with 50% employer match about $182,340 at 4% or $121,560 at 6%; with 100% employer match about $136,755 at 4% or $91,170 at 6%.
Schultz & Williams Inc. 401K Plan-32$3,272,763$350,092$10,940iApproximate average salary by contribution assumption: employee only about $273,509 at 4% or $182,340 at 6%; with 50% employer match about $182,340 at 4% or $121,560 at 6%; with 100% employer match about $136,755 at 4% or $91,170 at 6%.
2014129$3,703,920$396,380$13,668iApproximate average salary by contribution assumption: employee only about $341,707 at 4% or $227,805 at 6%; with 50% employer match about $227,805 at 4% or $151,870 at 6%; with 100% employer match about $170,853 at 4% or $113,902 at 6%.
Schultz & Williams Inc. 401K Plan-29$3,703,920$396,380$13,668iApproximate average salary by contribution assumption: employee only about $341,707 at 4% or $227,805 at 6%; with 50% employer match about $227,805 at 4% or $151,870 at 6%; with 100% employer match about $170,853 at 4% or $113,902 at 6%.
2013132$5,330,751$424,139$13,254iApproximate average salary by contribution assumption: employee only about $331,359 at 4% or $220,906 at 6%; with 50% employer match about $220,906 at 4% or $147,270 at 6%; with 100% employer match about $165,679 at 4% or $110,453 at 6%.
Schultz & Williams Inc. 401K Plan-32$5,330,751$424,139$13,254iApproximate average salary by contribution assumption: employee only about $331,359 at 4% or $220,906 at 6%; with 50% employer match about $220,906 at 4% or $147,270 at 6%; with 100% employer match about $165,679 at 4% or $110,453 at 6%.
2012126$4,206,779$365,685$14,065iApproximate average salary by contribution assumption: employee only about $351,620 at 4% or $234,413 at 6%; with 50% employer match about $234,413 at 4% or $156,276 at 6%; with 100% employer match about $175,810 at 4% or $117,207 at 6%.
Schultz & Williams Inc. 401K Plan-26$4,206,779$365,685$14,065iApproximate average salary by contribution assumption: employee only about $351,620 at 4% or $234,413 at 6%; with 50% employer match about $234,413 at 4% or $156,276 at 6%; with 100% employer match about $175,810 at 4% or $117,207 at 6%.
2011123$3,495,395$321,907$13,996iApproximate average salary by contribution assumption: employee only about $349,899 at 4% or $233,266 at 6%; with 50% employer match about $233,266 at 4% or $155,511 at 6%; with 100% employer match about $174,949 at 4% or $116,633 at 6%.
Schultz & Williams Inc. 401K Plan-23$3,495,395$321,907$13,996iApproximate average salary by contribution assumption: employee only about $349,899 at 4% or $233,266 at 6%; with 50% employer match about $233,266 at 4% or $155,511 at 6%; with 100% employer match about $174,949 at 4% or $116,633 at 6%.
2010121$3,327,886$219,004$10,429iApproximate average salary by contribution assumption: employee only about $260,719 at 4% or $173,813 at 6%; with 50% employer match about $173,813 at 4% or $115,875 at 6%; with 100% employer match about $130,360 at 4% or $86,906 at 6%.
Schultz & Williams Inc. 401K Plan-21$3,327,886$219,004$10,429iApproximate average salary by contribution assumption: employee only about $260,719 at 4% or $173,813 at 6%; with 50% employer match about $173,813 at 4% or $115,875 at 6%; with 100% employer match about $130,360 at 4% or $86,906 at 6%.
2009129$2,705,792$286,028$9,863iApproximate average salary by contribution assumption: employee only about $246,576 at 4% or $164,384 at 6%; with 50% employer match about $164,384 at 4% or $109,589 at 6%; with 100% employer match about $123,288 at 4% or $82,192 at 6%.
Schultz & Williams Inc. 401K Plan-29$2,705,792$286,028$9,863iApproximate average salary by contribution assumption: employee only about $246,576 at 4% or $164,384 at 6%; with 50% employer match about $164,384 at 4% or $109,589 at 6%; with 100% employer match about $123,288 at 4% or $82,192 at 6%.
2008117$1,865,310$255,606$15,036iApproximate average salary by contribution assumption: employee only about $375,891 at 4% or $250,594 at 6%; with 50% employer match about $250,594 at 4% or $167,063 at 6%; with 100% employer match about $187,946 at 4% or $125,297 at 6%.
Schultz & Williams Inc. 401K Plan-17$1,865,310$255,606$15,036iApproximate average salary by contribution assumption: employee only about $375,891 at 4% or $250,594 at 6%; with 50% employer match about $250,594 at 4% or $167,063 at 6%; with 100% employer match about $187,946 at 4% or $125,297 at 6%.
2007119$2,742,324$281,727$14,828iApproximate average salary by contribution assumption: employee only about $370,693 at 4% or $247,129 at 6%; with 50% employer match about $247,129 at 4% or $164,753 at 6%; with 100% employer match about $185,347 at 4% or $123,564 at 6%.
Schultz & Williams Inc. 401K Plan-19$2,742,324$281,727$14,828iApproximate average salary by contribution assumption: employee only about $370,693 at 4% or $247,129 at 6%; with 50% employer match about $247,129 at 4% or $164,753 at 6%; with 100% employer match about $185,347 at 4% or $123,564 at 6%.
2006114$2,237,159$227,163$16,226iApproximate average salary by contribution assumption: employee only about $405,648 at 4% or $270,432 at 6%; with 50% employer match about $270,432 at 4% or $180,288 at 6%; with 100% employer match about $202,824 at 4% or $135,216 at 6%.
Schultz & Williams Inc. 401K Plan-14$2,237,159$227,163$16,226iApproximate average salary by contribution assumption: employee only about $405,648 at 4% or $270,432 at 6%; with 50% employer match about $270,432 at 4% or $180,288 at 6%; with 100% employer match about $202,824 at 4% or $135,216 at 6%.
2005111$1,853,053$184,720$16,793iApproximate average salary by contribution assumption: employee only about $419,818 at 4% or $279,879 at 6%; with 50% employer match about $279,879 at 4% or $186,586 at 6%; with 100% employer match about $209,909 at 4% or $139,939 at 6%.
Schultz & Williams Inc. 401K Plan-11$1,853,053$184,720$16,793iApproximate average salary by contribution assumption: employee only about $419,818 at 4% or $279,879 at 6%; with 50% employer match about $279,879 at 4% or $186,586 at 6%; with 100% employer match about $209,909 at 4% or $139,939 at 6%.
2004110$1,539,581$160,311$16,031iApproximate average salary by contribution assumption: employee only about $400,778 at 4% or $267,185 at 6%; with 50% employer match about $267,185 at 4% or $178,123 at 6%; with 100% employer match about $200,389 at 4% or $133,593 at 6%.
Schultz & Williams Inc. 401K Plan-10$1,539,581$160,311$16,031iApproximate average salary by contribution assumption: employee only about $400,778 at 4% or $267,185 at 6%; with 50% employer match about $267,185 at 4% or $178,123 at 6%; with 100% employer match about $200,389 at 4% or $133,593 at 6%.
2003112$1,234,725$156,281$13,023iApproximate average salary by contribution assumption: employee only about $325,585 at 4% or $217,057 at 6%; with 50% employer match about $217,057 at 4% or $144,705 at 6%; with 100% employer match about $162,793 at 4% or $108,528 at 6%.
Schultz & Williams Inc. 401K Plan-12$1,234,725$156,281$13,023iApproximate average salary by contribution assumption: employee only about $325,585 at 4% or $217,057 at 6%; with 50% employer match about $217,057 at 4% or $144,705 at 6%; with 100% employer match about $162,793 at 4% or $108,528 at 6%.
2002111$913,501$168,918$15,356iApproximate average salary by contribution assumption: employee only about $383,905 at 4% or $255,936 at 6%; with 50% employer match about $255,936 at 4% or $170,624 at 6%; with 100% employer match about $191,952 at 4% or $127,968 at 6%.
Schultz & Williams Inc. 401K Plan-11$913,501$168,918$15,356iApproximate average salary by contribution assumption: employee only about $383,905 at 4% or $255,936 at 6%; with 50% employer match about $255,936 at 4% or $170,624 at 6%; with 100% employer match about $191,952 at 4% or $127,968 at 6%.
2001111$0$0-
Schultz & Williams Inc. 401K Plan-11---
2000110$1,007,521$126,773$12,677iApproximate average salary by contribution assumption: employee only about $316,933 at 4% or $211,288 at 6%; with 50% employer match about $211,288 at 4% or $140,859 at 6%; with 100% employer match about $158,466 at 4% or $105,644 at 6%.
Schultz & Williams Inc. 401K Plan-10$1,007,521$126,773$12,677iApproximate average salary by contribution assumption: employee only about $316,933 at 4% or $211,288 at 6%; with 50% employer match about $211,288 at 4% or $140,859 at 6%; with 100% employer match about $158,466 at 4% or $105,644 at 6%.
1999111$983,978$114,202$10,382iApproximate average salary by contribution assumption: employee only about $259,550 at 4% or $173,033 at 6%; with 50% employer match about $173,033 at 4% or $115,356 at 6%; with 100% employer match about $129,775 at 4% or $86,517 at 6%.
Schultz & Williams Inc. 401K Plan-11$983,978$114,202$10,382iApproximate average salary by contribution assumption: employee only about $259,550 at 4% or $173,033 at 6%; with 50% employer match about $173,033 at 4% or $115,356 at 6%; with 100% employer match about $129,775 at 4% or $86,517 at 6%.