Civic Intelligence

The Schaefer Agency Inc

Plan context: The Schaefer Agency Inc Yoik Profit Sharing Plan

EIN 11-2388183 • Smithtown, NY • 26 filings • 9 plans

201 E Main StSmithtown, NY 11787
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$3,226,357

2024 Contributions

$21,420

Historical Graphs

Total Assets Over Time

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

$3,446,281$1,723,141$0199920142024YearValue
$3,226,357Latest year 2024

Participants Over Time

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

22110199920132024YearValue
11Latest 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
2024111$3,226,357$21,420$1,947iApproximate average salary by contribution assumption: employee only about $48,682 at 4% or $32,455 at 6%; with 50% employer match about $32,455 at 4% or $21,636 at 6%; with 100% employer match about $24,341 at 4% or $16,227 at 6%.
The Schaefer Agency Inc Yoik Profit Sharing Plan-11$3,226,357$21,420$1,947iApproximate average salary by contribution assumption: employee only about $48,682 at 4% or $32,455 at 6%; with 50% employer match about $32,455 at 4% or $21,636 at 6%; with 100% employer match about $24,341 at 4% or $16,227 at 6%.
2023114$3,206,499$21,963$1,569iApproximate average salary by contribution assumption: employee only about $39,220 at 4% or $26,146 at 6%; with 50% employer match about $26,146 at 4% or $17,431 at 6%; with 100% employer match about $19,610 at 4% or $13,073 at 6%.
The Schaefer Agency Inc Yoik Profit Sharing Plan-14$3,206,499$21,963$1,569iApproximate average salary by contribution assumption: employee only about $39,220 at 4% or $26,146 at 6%; with 50% employer match about $26,146 at 4% or $17,431 at 6%; with 100% employer match about $19,610 at 4% or $13,073 at 6%.
2022114$2,689,847$20,938$1,496iApproximate average salary by contribution assumption: employee only about $37,389 at 4% or $24,926 at 6%; with 50% employer match about $24,926 at 4% or $16,617 at 6%; with 100% employer match about $18,695 at 4% or $12,463 at 6%.
The Schaefer Agency Inc Yoik Profit Sharing Plan-14$2,689,847$20,938$1,496iApproximate average salary by contribution assumption: employee only about $37,389 at 4% or $24,926 at 6%; with 50% employer match about $24,926 at 4% or $16,617 at 6%; with 100% employer match about $18,695 at 4% or $12,463 at 6%.
2021114$3,446,281$39,847$2,846iApproximate average salary by contribution assumption: employee only about $71,155 at 4% or $47,437 at 6%; with 50% employer match about $47,437 at 4% or $31,625 at 6%; with 100% employer match about $35,578 at 4% or $23,718 at 6%.
The Schaefer Agency Inc Yoik Profit Sharing Plan-14$3,446,281$39,847$2,846iApproximate average salary by contribution assumption: employee only about $71,155 at 4% or $47,437 at 6%; with 50% employer match about $47,437 at 4% or $31,625 at 6%; with 100% employer match about $35,578 at 4% or $23,718 at 6%.
2020115$2,904,402$75,913$5,061iApproximate average salary by contribution assumption: employee only about $126,522 at 4% or $84,348 at 6%; with 50% employer match about $84,348 at 4% or $56,232 at 6%; with 100% employer match about $63,261 at 4% or $42,174 at 6%.
The Schaefer Agency Inc Yoik Profit Sharing Plan-15$2,904,402$75,913$5,061iApproximate average salary by contribution assumption: employee only about $126,522 at 4% or $84,348 at 6%; with 50% employer match about $84,348 at 4% or $56,232 at 6%; with 100% employer match about $63,261 at 4% or $42,174 at 6%.
2019115$2,411,211$59,251$3,950iApproximate average salary by contribution assumption: employee only about $98,752 at 4% or $65,834 at 6%; with 50% employer match about $65,834 at 4% or $43,890 at 6%; with 100% employer match about $49,376 at 4% or $32,917 at 6%.
The Schaefer Agency Inc Yoik Profit Sharing Plan-15$2,411,211$59,251$3,950iApproximate average salary by contribution assumption: employee only about $98,752 at 4% or $65,834 at 6%; with 50% employer match about $65,834 at 4% or $43,890 at 6%; with 100% employer match about $49,376 at 4% or $32,917 at 6%.
2018115$1,950,833$56,093$3,740iApproximate average salary by contribution assumption: employee only about $93,488 at 4% or $62,326 at 6%; with 50% employer match about $62,326 at 4% or $41,550 at 6%; with 100% employer match about $46,744 at 4% or $31,163 at 6%.
The Schaefer Agency Inc Yoik Profit Sharing Plan-15$1,950,833$56,093$3,740iApproximate average salary by contribution assumption: employee only about $93,488 at 4% or $62,326 at 6%; with 50% employer match about $62,326 at 4% or $41,550 at 6%; with 100% employer match about $46,744 at 4% or $31,163 at 6%.
2017116$2,060,628$68,596$4,287iApproximate average salary by contribution assumption: employee only about $107,181 at 4% or $71,454 at 6%; with 50% employer match about $71,454 at 4% or $47,636 at 6%; with 100% employer match about $53,591 at 4% or $35,727 at 6%.
The Schaefer Agency Inc Yoik Profit Sharing Plan-16$2,060,628$68,596$4,287iApproximate average salary by contribution assumption: employee only about $107,181 at 4% or $71,454 at 6%; with 50% employer match about $71,454 at 4% or $47,636 at 6%; with 100% employer match about $53,591 at 4% or $35,727 at 6%.
2016216$1,777,472$64,323$4,020iApproximate average salary by contribution assumption: employee only about $100,505 at 4% or $67,003 at 6%; with 50% employer match about $67,003 at 4% or $44,669 at 6%; with 100% employer match about $50,252 at 4% or $33,502 at 6%.
The Schaefer Agency Inc Yoik Profit Sharing Plan-16$1,777,472$64,323$4,020iApproximate average salary by contribution assumption: employee only about $100,505 at 4% or $67,003 at 6%; with 50% employer match about $67,003 at 4% or $44,669 at 6%; with 100% employer match about $50,252 at 4% or $33,502 at 6%.
The Schaefer Agency Inc Yoik Profit Sharing Plan-13---
2015117$1,702,706$62,241$3,661iApproximate average salary by contribution assumption: employee only about $91,531 at 4% or $61,021 at 6%; with 50% employer match about $61,021 at 4% or $40,680 at 6%; with 100% employer match about $45,765 at 4% or $30,510 at 6%.
The Schaefer Agency Inc Yoik Profit Sharing Plan-17$1,702,706$62,241$3,661iApproximate average salary by contribution assumption: employee only about $91,531 at 4% or $61,021 at 6%; with 50% employer match about $61,021 at 4% or $40,680 at 6%; with 100% employer match about $45,765 at 4% or $30,510 at 6%.
2014118$1,855,315$56,182$3,121iApproximate average salary by contribution assumption: employee only about $78,031 at 4% or $52,020 at 6%; with 50% employer match about $52,020 at 4% or $34,680 at 6%; with 100% employer match about $39,015 at 4% or $26,010 at 6%.
The Schaefer Agency Inc Yoik Profit Sharing Plan-18$1,855,315$56,182$3,121iApproximate average salary by contribution assumption: employee only about $78,031 at 4% or $52,020 at 6%; with 50% employer match about $52,020 at 4% or $34,680 at 6%; with 100% employer match about $39,015 at 4% or $26,010 at 6%.
2013118$1,735,564$56,701$3,150iApproximate average salary by contribution assumption: employee only about $78,751 at 4% or $52,501 at 6%; with 50% employer match about $52,501 at 4% or $35,001 at 6%; with 100% employer match about $39,376 at 4% or $26,250 at 6%.
The Schaefer Agency Inc Yoik Profit Sharing Plan-18$1,735,564$56,701$3,150iApproximate average salary by contribution assumption: employee only about $78,751 at 4% or $52,501 at 6%; with 50% employer match about $52,501 at 4% or $35,001 at 6%; with 100% employer match about $39,376 at 4% or $26,250 at 6%.
2012219$3,066,344$118,722$6,249iApproximate average salary by contribution assumption: employee only about $156,213 at 4% or $104,142 at 6%; with 50% employer match about $104,142 at 4% or $69,428 at 6%; with 100% employer match about $78,107 at 4% or $52,071 at 6%.
The Schaefer Agency Inc Yoik Profit Sharing Plan-19$1,533,172$59,361$3,124iApproximate average salary by contribution assumption: employee only about $78,107 at 4% or $52,071 at 6%; with 50% employer match about $52,071 at 4% or $34,714 at 6%; with 100% employer match about $39,053 at 4% or $26,036 at 6%.
The Schaefer Agency Inc Yoik Profit Sharing Plan-19$1,533,172$59,361$3,124iApproximate average salary by contribution assumption: employee only about $78,107 at 4% or $52,071 at 6%; with 50% employer match about $52,071 at 4% or $34,714 at 6%; with 100% employer match about $39,053 at 4% or $26,036 at 6%.
2011120$1,359,002$61,819$3,091iApproximate average salary by contribution assumption: employee only about $77,274 at 4% or $51,516 at 6%; with 50% employer match about $51,516 at 4% or $34,344 at 6%; with 100% employer match about $38,637 at 4% or $25,758 at 6%.
The Schaefer Agency Inc Yoik Profit Sharing Plan-20$1,359,002$61,819$3,091iApproximate average salary by contribution assumption: employee only about $77,274 at 4% or $51,516 at 6%; with 50% employer match about $51,516 at 4% or $34,344 at 6%; with 100% employer match about $38,637 at 4% or $25,758 at 6%.
2010122$1,480,034$68,360$3,107iApproximate average salary by contribution assumption: employee only about $77,682 at 4% or $51,788 at 6%; with 50% employer match about $51,788 at 4% or $34,525 at 6%; with 100% employer match about $38,841 at 4% or $25,894 at 6%.
The Schaefer Agency Inc Yoik Profit Sharing Plan-22$1,480,034$68,360$3,107iApproximate average salary by contribution assumption: employee only about $77,682 at 4% or $51,788 at 6%; with 50% employer match about $51,788 at 4% or $34,525 at 6%; with 100% employer match about $38,841 at 4% or $25,894 at 6%.
2009121$1,450,284$103,724$4,939iApproximate average salary by contribution assumption: employee only about $123,481 at 4% or $82,321 at 6%; with 50% employer match about $82,321 at 4% or $54,880 at 6%; with 100% employer match about $61,740 at 4% or $41,160 at 6%.
The Schaefer Agency Inc Yoik Profit Sharing Plan-21$1,450,284$103,724$4,939iApproximate average salary by contribution assumption: employee only about $123,481 at 4% or $82,321 at 6%; with 50% employer match about $82,321 at 4% or $54,880 at 6%; with 100% employer match about $61,740 at 4% or $41,160 at 6%.
2008114$1,132,227$120,872$8,634iApproximate average salary by contribution assumption: employee only about $215,843 at 4% or $143,895 at 6%; with 50% employer match about $143,895 at 4% or $95,930 at 6%; with 100% employer match about $107,921 at 4% or $71,948 at 6%.
The Schaefer Agency Inc Yoik Profit Sharing Plan-14$1,132,227$120,872$8,634iApproximate average salary by contribution assumption: employee only about $215,843 at 4% or $143,895 at 6%; with 50% employer match about $143,895 at 4% or $95,930 at 6%; with 100% employer match about $107,921 at 4% or $71,948 at 6%.
2007118$0$0-
The Schaefer Agency Inc Yoik Profit Sharing Plan-18---
2006119$1,207,798$115,254$6,066iApproximate average salary by contribution assumption: employee only about $151,650 at 4% or $101,100 at 6%; with 50% employer match about $101,100 at 4% or $67,400 at 6%; with 100% employer match about $75,825 at 4% or $50,550 at 6%.
The Schaefer Agency Inc Yoik Profit Sharing Plan-19$1,207,798$115,254$6,066iApproximate average salary by contribution assumption: employee only about $151,650 at 4% or $101,100 at 6%; with 50% employer match about $101,100 at 4% or $67,400 at 6%; with 100% employer match about $75,825 at 4% or $50,550 at 6%.
2004121$871,363$109,165$5,198iApproximate average salary by contribution assumption: employee only about $129,958 at 4% or $86,639 at 6%; with 50% employer match about $86,639 at 4% or $57,759 at 6%; with 100% employer match about $64,979 at 4% or $43,319 at 6%.
The Schaefer Agency Inc Yoik Profit Sharing Plan-21$871,363$109,165$5,198iApproximate average salary by contribution assumption: employee only about $129,958 at 4% or $86,639 at 6%; with 50% employer match about $86,639 at 4% or $57,759 at 6%; with 100% employer match about $64,979 at 4% or $43,319 at 6%.
2003119$706,714$53,837$2,834iApproximate average salary by contribution assumption: employee only about $70,838 at 4% or $47,225 at 6%; with 50% employer match about $47,225 at 4% or $31,484 at 6%; with 100% employer match about $35,419 at 4% or $23,613 at 6%.
The Schaefer Agency Inc Yoik Profit Sharing Plan-19$706,714$53,837$2,834iApproximate average salary by contribution assumption: employee only about $70,838 at 4% or $47,225 at 6%; with 50% employer match about $47,225 at 4% or $31,484 at 6%; with 100% employer match about $35,419 at 4% or $23,613 at 6%.
2001116$0$0-
The Schaefer Agency Inc Yoik Profit Sharing Plan-16---
2000116$757,105$71,234$4,452iApproximate average salary by contribution assumption: employee only about $111,303 at 4% or $74,202 at 6%; with 50% employer match about $74,202 at 4% or $49,468 at 6%; with 100% employer match about $55,652 at 4% or $37,101 at 6%.
The Schaefer Agency Inc Yoik Profit Sharing Plan-16$757,105$71,234$4,452iApproximate average salary by contribution assumption: employee only about $111,303 at 4% or $74,202 at 6%; with 50% employer match about $74,202 at 4% or $49,468 at 6%; with 100% employer match about $55,652 at 4% or $37,101 at 6%.
1999118$843,578$72,390$4,022iApproximate average salary by contribution assumption: employee only about $100,542 at 4% or $67,028 at 6%; with 50% employer match about $67,028 at 4% or $44,685 at 6%; with 100% employer match about $50,271 at 4% or $33,514 at 6%.
The Schaefer Agency Inc Yoik Profit Sharing Plan-18$843,578$72,390$4,022iApproximate average salary by contribution assumption: employee only about $100,542 at 4% or $67,028 at 6%; with 50% employer match about $67,028 at 4% or $44,685 at 6%; with 100% employer match about $50,271 at 4% or $33,514 at 6%.