Civic Intelligence

Dr. Aaron Schamback

Plan context: Dr. Aaron Schamback 401(K) & Profit Sharing Plan

EIN 06-1655005 • Port Saint Lucie, FL • 23 filings • 7 plans

155 SW Port St. Lucie BlvdSte. 101Port Saint Lucie, FL 34984
Current Snapshot

Latest Year

2024

2024 Participants

80

2024 Assets

$1,765,816

2024 Contributions

$132,146

Historical Graphs

Total Assets Over Time

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

$2,383,855$1,191,928$0201120172024YearValue
$1,765,816Latest year 2024

Participants Over Time

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

80400201120172024YearValue
80Latest 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
2024180$1,765,816$132,146$1,652iApproximate average salary by contribution assumption: employee only about $41,296 at 4% or $27,530 at 6%; with 50% employer match about $27,530 at 4% or $18,354 at 6%; with 100% employer match about $20,648 at 4% or $13,765 at 6%.
Dr. Aaron Schamback 401(K) & Profit Sharing Plan-80$1,765,816$132,146$1,652iApproximate average salary by contribution assumption: employee only about $41,296 at 4% or $27,530 at 6%; with 50% employer match about $27,530 at 4% or $18,354 at 6%; with 100% employer match about $20,648 at 4% or $13,765 at 6%.
2023151$1,556,522$330,448$6,479iApproximate average salary by contribution assumption: employee only about $161,984 at 4% or $107,990 at 6%; with 50% employer match about $107,990 at 4% or $71,993 at 6%; with 100% employer match about $80,992 at 4% or $53,995 at 6%.
Dr. Aaron Schamback 401(K) & Profit Sharing Plan-51$1,556,522$330,448$6,479iApproximate average salary by contribution assumption: employee only about $161,984 at 4% or $107,990 at 6%; with 50% employer match about $107,990 at 4% or $71,993 at 6%; with 100% employer match about $80,992 at 4% or $53,995 at 6%.
202210$0$0-
AARON SCHAMBACK, D.M.D., P.A. CASH BALANCE PLAN-0$0$0-
2021345$1,424,747$162,884$3,620iApproximate average salary by contribution assumption: employee only about $90,491 at 4% or $60,327 at 6%; with 50% employer match about $60,327 at 4% or $40,218 at 6%; with 100% employer match about $45,246 at 4% or $30,164 at 6%.
Dr. Aaron Schamback 401(K) & Profit Sharing Plan-45$1,180,429$159,325$3,541iApproximate average salary by contribution assumption: employee only about $88,514 at 4% or $59,009 at 6%; with 50% employer match about $59,009 at 4% or $39,340 at 6%; with 100% employer match about $44,257 at 4% or $29,505 at 6%.
AARON SCHAMBACK, D.M.D., P.A. CASH BALANCE PLAN-18$244,318$3,559$198iApproximate average salary by contribution assumption: employee only about $4,943 at 4% or $3,295 at 6%; with 50% employer match about $3,295 at 4% or $2,197 at 6%; with 100% employer match about $2,472 at 4% or $1,648 at 6%.
AARON SCHAMBACK, DMD, PA PROFIT SHARING PLAN-0$0$0-
2020438$2,383,855$236,240$6,217iApproximate average salary by contribution assumption: employee only about $155,421 at 4% or $103,614 at 6%; with 50% employer match about $103,614 at 4% or $69,076 at 6%; with 100% employer match about $77,711 at 4% or $51,807 at 6%.
Dr. Aaron Schamback 401(K) & Profit Sharing Plan-27$1,621,969$18,590$689iApproximate average salary by contribution assumption: employee only about $17,213 at 4% or $11,475 at 6%; with 50% employer match about $11,475 at 4% or $7,650 at 6%; with 100% employer match about $8,606 at 4% or $5,738 at 6%.
AARON SCHAMBACK, DMD, PA PROFIT SHARING PLAN-34$374,999$117,650$3,460iApproximate average salary by contribution assumption: employee only about $86,507 at 4% or $57,672 at 6%; with 50% employer match about $57,672 at 4% or $38,448 at 6%; with 100% employer match about $43,254 at 4% or $28,836 at 6%.
AARON SCHAMBACK, D.M.D., P.A. CASH BALANCE PLAN-21$286,887$0-
AARON SCHAMBACK, DMD, PA RETIREMENT PLAN-38$100,000$100,000$2,632iApproximate average salary by contribution assumption: employee only about $65,789 at 4% or $43,860 at 6%; with 50% employer match about $43,860 at 4% or $29,240 at 6%; with 100% employer match about $32,895 at 4% or $21,930 at 6%.
2019323$1,789,753$338,637$14,723iApproximate average salary by contribution assumption: employee only about $368,084 at 4% or $245,389 at 6%; with 50% employer match about $245,389 at 4% or $163,593 at 6%; with 100% employer match about $184,042 at 4% or $122,695 at 6%.
Dr. Aaron Schamback 401(K) & Profit Sharing Plan-23$1,260,150$52,462$2,281iApproximate average salary by contribution assumption: employee only about $57,024 at 4% or $38,016 at 6%; with 50% employer match about $38,016 at 4% or $25,344 at 6%; with 100% employer match about $28,512 at 4% or $19,008 at 6%.
AARON SCHAMBACK, D.M.D., P.A. CASH BALANCE PLAN-20$278,054$170,000$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
AARON SCHAMBACK, DMD, PA PROFIT SHARING PLAN-20$251,549$116,175$5,809iApproximate average salary by contribution assumption: employee only about $145,219 at 4% or $96,813 at 6%; with 50% employer match about $96,813 at 4% or $64,542 at 6%; with 100% employer match about $72,609 at 4% or $48,406 at 6%.
2018264$1,039,812$183,404$2,866iApproximate average salary by contribution assumption: employee only about $71,642 at 4% or $47,761 at 6%; with 50% employer match about $47,761 at 4% or $31,841 at 6%; with 100% employer match about $35,821 at 4% or $23,881 at 6%.
Dr. Aaron Schamback 401(K) & Profit Sharing Plan-18$972,362$115,954$6,442iApproximate average salary by contribution assumption: employee only about $161,047 at 4% or $107,365 at 6%; with 50% employer match about $107,365 at 4% or $71,577 at 6%; with 100% employer match about $80,524 at 4% or $53,682 at 6%.
AARON SCHAMBACK, DMD, PA PROFIT SHARING PLAN-64$67,450$67,450$1,054iApproximate average salary by contribution assumption: employee only about $26,348 at 4% or $17,565 at 6%; with 50% employer match about $17,565 at 4% or $11,710 at 6%; with 100% employer match about $13,174 at 4% or $8,783 at 6%.
2017116$934,824$102,199$6,387iApproximate average salary by contribution assumption: employee only about $159,686 at 4% or $106,457 at 6%; with 50% employer match about $106,457 at 4% or $70,972 at 6%; with 100% employer match about $79,843 at 4% or $53,229 at 6%.
Dr. Aaron Schamback 401(K) & Profit Sharing Plan-16$934,824$102,199$6,387iApproximate average salary by contribution assumption: employee only about $159,686 at 4% or $106,457 at 6%; with 50% employer match about $106,457 at 4% or $70,972 at 6%; with 100% employer match about $79,843 at 4% or $53,229 at 6%.
2016115$696,916$85,452$5,697iApproximate average salary by contribution assumption: employee only about $142,420 at 4% or $94,947 at 6%; with 50% employer match about $94,947 at 4% or $63,298 at 6%; with 100% employer match about $71,210 at 4% or $47,473 at 6%.
Dr. Aaron Schamback 401(K) & Profit Sharing Plan-15$696,916$85,452$5,697iApproximate average salary by contribution assumption: employee only about $142,420 at 4% or $94,947 at 6%; with 50% employer match about $94,947 at 4% or $63,298 at 6%; with 100% employer match about $71,210 at 4% or $47,473 at 6%.
2015113$544,018$86,609$6,662iApproximate average salary by contribution assumption: employee only about $166,556 at 4% or $111,037 at 6%; with 50% employer match about $111,037 at 4% or $74,025 at 6%; with 100% employer match about $83,278 at 4% or $55,519 at 6%.
Dr. Aaron Schamback 401(K) & Profit Sharing Plan-13$544,018$86,609$6,662iApproximate average salary by contribution assumption: employee only about $166,556 at 4% or $111,037 at 6%; with 50% employer match about $111,037 at 4% or $74,025 at 6%; with 100% employer match about $83,278 at 4% or $55,519 at 6%.
2014111$489,828$49,921$4,538iApproximate average salary by contribution assumption: employee only about $113,457 at 4% or $75,638 at 6%; with 50% employer match about $75,638 at 4% or $50,425 at 6%; with 100% employer match about $56,728 at 4% or $37,819 at 6%.
Dr. Aaron Schamback 401(K) & Profit Sharing Plan-11$489,828$49,921$4,538iApproximate average salary by contribution assumption: employee only about $113,457 at 4% or $75,638 at 6%; with 50% employer match about $75,638 at 4% or $50,425 at 6%; with 100% employer match about $56,728 at 4% or $37,819 at 6%.
201318$421,951$31,704$3,963iApproximate average salary by contribution assumption: employee only about $99,075 at 4% or $66,050 at 6%; with 50% employer match about $66,050 at 4% or $44,033 at 6%; with 100% employer match about $49,538 at 4% or $33,025 at 6%.
Dr. Aaron Schamback 401(K) & Profit Sharing Plan-8$421,951$31,704$3,963iApproximate average salary by contribution assumption: employee only about $99,075 at 4% or $66,050 at 6%; with 50% employer match about $66,050 at 4% or $44,033 at 6%; with 100% employer match about $49,538 at 4% or $33,025 at 6%.
201216$318,776$23,271$3,879iApproximate average salary by contribution assumption: employee only about $96,963 at 4% or $64,642 at 6%; with 50% employer match about $64,642 at 4% or $43,094 at 6%; with 100% employer match about $48,481 at 4% or $32,321 at 6%.
Dr. Aaron Schamback 401(K) & Profit Sharing Plan-6$318,776$23,271$3,879iApproximate average salary by contribution assumption: employee only about $96,963 at 4% or $64,642 at 6%; with 50% employer match about $64,642 at 4% or $43,094 at 6%; with 100% employer match about $48,481 at 4% or $32,321 at 6%.
201114$267,828$274,839$68,710iApproximate average salary by contribution assumption: employee only about $1,717,744 at 4% or $1,145,163 at 6%; with 50% employer match about $1,145,163 at 4% or $763,442 at 6%; with 100% employer match about $858,872 at 4% or $572,581 at 6%.
Dr. Aaron Schamback 401(K) & Profit Sharing Plan-4$267,828$274,839$68,710iApproximate average salary by contribution assumption: employee only about $1,717,744 at 4% or $1,145,163 at 6%; with 50% employer match about $1,145,163 at 4% or $763,442 at 6%; with 100% employer match about $858,872 at 4% or $572,581 at 6%.
201010$0$0-
Dr. Aaron Schamback 401(K) & Profit Sharing Plan-0$0--