Civic Intelligence

DAVID SCHROEDER & ASSOCIATES, INC.

Plan context: DAVID SCHROEDER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

EIN 06-1778148 • Chamblee, GA • 8 filings • 2 plans

3700 Longview Dr.Suite 350Chamblee, GA 30341
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$323,224

2025 Contributions

$22,511

Historical Graphs

Total Assets Over Time

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

$323,224$161,612$0201820222025YearValue
$323,224Latest year 2025

Participants Over Time

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

1790201820222025YearValue
13Latest year 2025

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
2025113$323,224$22,511$1,732iApproximate average salary by contribution assumption: employee only about $43,290 at 4% or $28,860 at 6%; with 50% employer match about $28,860 at 4% or $19,240 at 6%; with 100% employer match about $21,645 at 4% or $14,430 at 6%.
DAVID SCHROEDER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-13$323,224$22,511$1,732iApproximate average salary by contribution assumption: employee only about $43,290 at 4% or $28,860 at 6%; with 50% employer match about $28,860 at 4% or $19,240 at 6%; with 100% employer match about $21,645 at 4% or $14,430 at 6%.
2024114$276,813$23,711$1,694iApproximate average salary by contribution assumption: employee only about $42,341 at 4% or $28,227 at 6%; with 50% employer match about $28,227 at 4% or $18,818 at 6%; with 100% employer match about $21,171 at 4% or $14,114 at 6%.
DAVID SCHROEDER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-14$276,813$23,711$1,694iApproximate average salary by contribution assumption: employee only about $42,341 at 4% or $28,227 at 6%; with 50% employer match about $28,227 at 4% or $18,818 at 6%; with 100% employer match about $21,171 at 4% or $14,114 at 6%.
2023115$242,064$22,740$1,516iApproximate average salary by contribution assumption: employee only about $37,900 at 4% or $25,267 at 6%; with 50% employer match about $25,267 at 4% or $16,844 at 6%; with 100% employer match about $18,950 at 4% or $12,633 at 6%.
DAVID SCHROEDER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-15$242,064$22,740$1,516iApproximate average salary by contribution assumption: employee only about $37,900 at 4% or $25,267 at 6%; with 50% employer match about $25,267 at 4% or $16,844 at 6%; with 100% employer match about $18,950 at 4% or $12,633 at 6%.
2022117$225,145$23,487$1,382iApproximate average salary by contribution assumption: employee only about $34,540 at 4% or $23,026 at 6%; with 50% employer match about $23,026 at 4% or $15,351 at 6%; with 100% employer match about $17,270 at 4% or $11,513 at 6%.
DAVID SCHROEDER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-17$225,145$23,487$1,382iApproximate average salary by contribution assumption: employee only about $34,540 at 4% or $23,026 at 6%; with 50% employer match about $23,026 at 4% or $15,351 at 6%; with 100% employer match about $17,270 at 4% or $11,513 at 6%.
2021116$244,187$29,528$1,846iApproximate average salary by contribution assumption: employee only about $46,138 at 4% or $30,758 at 6%; with 50% employer match about $30,758 at 4% or $20,506 at 6%; with 100% employer match about $23,069 at 4% or $15,379 at 6%.
DAVID SCHROEDER & ASSOCIATES, INC. 401K PROFIT SHARING PLAN-16$244,187$29,528$1,846iApproximate average salary by contribution assumption: employee only about $46,138 at 4% or $30,758 at 6%; with 50% employer match about $30,758 at 4% or $20,506 at 6%; with 100% employer match about $23,069 at 4% or $15,379 at 6%.
2020115$189,786$53,262$3,551iApproximate average salary by contribution assumption: employee only about $88,770 at 4% or $59,180 at 6%; with 50% employer match about $59,180 at 4% or $39,453 at 6%; with 100% employer match about $44,385 at 4% or $29,590 at 6%.
DAVID SCHROEDER & ASSOCIATES, INC. 401K PROFIT SHARING PLAN-15$189,786$53,262$3,551iApproximate average salary by contribution assumption: employee only about $88,770 at 4% or $59,180 at 6%; with 50% employer match about $59,180 at 4% or $39,453 at 6%; with 100% employer match about $44,385 at 4% or $29,590 at 6%.
2019117$163,030$87,460$5,145iApproximate average salary by contribution assumption: employee only about $128,618 at 4% or $85,745 at 6%; with 50% employer match about $85,745 at 4% or $57,163 at 6%; with 100% employer match about $64,309 at 4% or $42,873 at 6%.
DAVID SCHROEDER & ASSOCIATES, INC. 401K PROFIT SHARING PLAN-17$163,030$87,460$5,145iApproximate average salary by contribution assumption: employee only about $128,618 at 4% or $85,745 at 6%; with 50% employer match about $85,745 at 4% or $57,163 at 6%; with 100% employer match about $64,309 at 4% or $42,873 at 6%.
2018114$59,639$62,319$4,451iApproximate average salary by contribution assumption: employee only about $111,284 at 4% or $74,189 at 6%; with 50% employer match about $74,189 at 4% or $49,460 at 6%; with 100% employer match about $55,642 at 4% or $37,095 at 6%.
DAVID SCHROEDER & ASSOCIATES, INC. 401K PROFIT SHARING PLAN-14$59,639$62,319$4,451iApproximate average salary by contribution assumption: employee only about $111,284 at 4% or $74,189 at 6%; with 50% employer match about $74,189 at 4% or $49,460 at 6%; with 100% employer match about $55,642 at 4% or $37,095 at 6%.