Civic Intelligence

Schultz & Sage Cpas PC

Plan context: Schultz & Sage Retirement Plan and Trust

EIN 11-3291018 • 18 filings • 3 plans

Current Snapshot

Latest Year

2016

2016 Participants

7

2016 Assets

$2,142,297

2016 Contributions

$122,088

Historical Graphs

Total Assets Over Time

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

$2,230,920$1,115,460$0199920082015YearValue
$2,142,297Latest year 2015

Participants Over Time

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

950199920072015YearValue
7Latest year 2015

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
201610$0$0-
Schultz & Sage Retirement Plan and Trust-0---
201517$2,142,297$0-
Schultz & Sage Retirement Plan and Trust-7$2,142,297--
201417$2,230,920$122,088$17,441iApproximate average salary by contribution assumption: employee only about $436,029 at 4% or $290,686 at 6%; with 50% employer match about $290,686 at 4% or $193,790 at 6%; with 100% employer match about $218,014 at 4% or $145,343 at 6%.
Schultz & Sage Retirement Plan and Trust-7$2,230,920$122,088$17,441iApproximate average salary by contribution assumption: employee only about $436,029 at 4% or $290,686 at 6%; with 50% employer match about $290,686 at 4% or $193,790 at 6%; with 100% employer match about $218,014 at 4% or $145,343 at 6%.
201319$2,052,729$99,428$11,048iApproximate average salary by contribution assumption: employee only about $276,189 at 4% or $184,126 at 6%; with 50% employer match about $184,126 at 4% or $122,751 at 6%; with 100% employer match about $138,094 at 4% or $92,063 at 6%.
Schultz & Sage Retirement Plan and Trust-9$2,052,729$99,428$11,048iApproximate average salary by contribution assumption: employee only about $276,189 at 4% or $184,126 at 6%; with 50% employer match about $184,126 at 4% or $122,751 at 6%; with 100% employer match about $138,094 at 4% or $92,063 at 6%.
201218$1,652,359$70,169$8,771iApproximate average salary by contribution assumption: employee only about $219,278 at 4% or $146,185 at 6%; with 50% employer match about $146,185 at 4% or $97,457 at 6%; with 100% employer match about $109,639 at 4% or $73,093 at 6%.
Schultz & Sage Retirement Plan and Trust-8$1,652,359$70,169$8,771iApproximate average salary by contribution assumption: employee only about $219,278 at 4% or $146,185 at 6%; with 50% employer match about $146,185 at 4% or $97,457 at 6%; with 100% employer match about $109,639 at 4% or $73,093 at 6%.
201118$1,455,310$98,487$12,311iApproximate average salary by contribution assumption: employee only about $307,772 at 4% or $205,181 at 6%; with 50% employer match about $205,181 at 4% or $136,788 at 6%; with 100% employer match about $153,886 at 4% or $102,591 at 6%.
Schultz & Sage Retirement Plan and Trust-8$1,455,310$98,487$12,311iApproximate average salary by contribution assumption: employee only about $307,772 at 4% or $205,181 at 6%; with 50% employer match about $205,181 at 4% or $136,788 at 6%; with 100% employer match about $153,886 at 4% or $102,591 at 6%.
201018$1,491,261$92,855$11,607iApproximate average salary by contribution assumption: employee only about $290,172 at 4% or $193,448 at 6%; with 50% employer match about $193,448 at 4% or $128,965 at 6%; with 100% employer match about $145,086 at 4% or $96,724 at 6%.
Schultz & Sage Retirement Plan and Trust-8$1,491,261$92,855$11,607iApproximate average salary by contribution assumption: employee only about $290,172 at 4% or $193,448 at 6%; with 50% employer match about $193,448 at 4% or $128,965 at 6%; with 100% employer match about $145,086 at 4% or $96,724 at 6%.
200919$1,320,821$85,809$9,534iApproximate average salary by contribution assumption: employee only about $238,358 at 4% or $158,906 at 6%; with 50% employer match about $158,906 at 4% or $105,937 at 6%; with 100% employer match about $119,179 at 4% or $79,453 at 6%.
Schultz & Sage Retirement Plan and Trust-9$1,320,821$85,809$9,534iApproximate average salary by contribution assumption: employee only about $238,358 at 4% or $158,906 at 6%; with 50% employer match about $158,906 at 4% or $105,937 at 6%; with 100% employer match about $119,179 at 4% or $79,453 at 6%.
200817$999,306$67,132$9,590iApproximate average salary by contribution assumption: employee only about $239,757 at 4% or $159,838 at 6%; with 50% employer match about $159,838 at 4% or $106,559 at 6%; with 100% employer match about $119,879 at 4% or $79,919 at 6%.
Schultz & Sage Retirement Plan and Trust-7$999,306$67,132$9,590iApproximate average salary by contribution assumption: employee only about $239,757 at 4% or $159,838 at 6%; with 50% employer match about $159,838 at 4% or $106,559 at 6%; with 100% employer match about $119,879 at 4% or $79,919 at 6%.
200717$0$0-
Schultz & Sage Retirement Plan and Trust-7---
200617$1,280,044$123,892$17,699iApproximate average salary by contribution assumption: employee only about $442,471 at 4% or $294,981 at 6%; with 50% employer match about $294,981 at 4% or $196,654 at 6%; with 100% employer match about $221,236 at 4% or $147,490 at 6%.
Schultz & Sage Retirement Plan and Trust-7$1,280,044$123,892$17,699iApproximate average salary by contribution assumption: employee only about $442,471 at 4% or $294,981 at 6%; with 50% employer match about $294,981 at 4% or $196,654 at 6%; with 100% employer match about $221,236 at 4% or $147,490 at 6%.
200517$1,032,639$119,549$17,078iApproximate average salary by contribution assumption: employee only about $426,961 at 4% or $284,640 at 6%; with 50% employer match about $284,640 at 4% or $189,760 at 6%; with 100% employer match about $213,480 at 4% or $142,320 at 6%.
Schultz & Sage Retirement Plan and Trust-7$1,032,639$119,549$17,078iApproximate average salary by contribution assumption: employee only about $426,961 at 4% or $284,640 at 6%; with 50% employer match about $284,640 at 4% or $189,760 at 6%; with 100% employer match about $213,480 at 4% or $142,320 at 6%.
200416$808,157$75,187$12,531iApproximate average salary by contribution assumption: employee only about $313,279 at 4% or $208,853 at 6%; with 50% employer match about $208,853 at 4% or $139,235 at 6%; with 100% employer match about $156,640 at 4% or $104,426 at 6%.
Schultz & Sage Retirement Plan and Trust-6$808,157$75,187$12,531iApproximate average salary by contribution assumption: employee only about $313,279 at 4% or $208,853 at 6%; with 50% employer match about $208,853 at 4% or $139,235 at 6%; with 100% employer match about $156,640 at 4% or $104,426 at 6%.
200316$641,577$74,578$12,430iApproximate average salary by contribution assumption: employee only about $310,742 at 4% or $207,161 at 6%; with 50% employer match about $207,161 at 4% or $138,107 at 6%; with 100% employer match about $155,371 at 4% or $103,581 at 6%.
Schultz & Sage Retirement Plan and Trust-6$641,577$74,578$12,430iApproximate average salary by contribution assumption: employee only about $310,742 at 4% or $207,161 at 6%; with 50% employer match about $207,161 at 4% or $138,107 at 6%; with 100% employer match about $155,371 at 4% or $103,581 at 6%.
200215$462,533$66,399$13,280iApproximate average salary by contribution assumption: employee only about $331,995 at 4% or $221,330 at 6%; with 50% employer match about $221,330 at 4% or $147,553 at 6%; with 100% employer match about $165,998 at 4% or $110,665 at 6%.
Schultz & Sage Retirement Plan and Trust-5$462,533$66,399$13,280iApproximate average salary by contribution assumption: employee only about $331,995 at 4% or $221,330 at 6%; with 50% employer match about $221,330 at 4% or $147,553 at 6%; with 100% employer match about $165,998 at 4% or $110,665 at 6%.
200115$0$0-
Schultz & Sage Retirement Plan and Trust-5---
200015$433,652$49,724$9,945iApproximate average salary by contribution assumption: employee only about $248,620 at 4% or $165,747 at 6%; with 50% employer match about $165,747 at 4% or $110,498 at 6%; with 100% employer match about $124,310 at 4% or $82,873 at 6%.
SCHULTZ & SAGE RETIREMENT PLAN AND TRUST-5$433,652$49,724$9,945iApproximate average salary by contribution assumption: employee only about $248,620 at 4% or $165,747 at 6%; with 50% employer match about $165,747 at 4% or $110,498 at 6%; with 100% employer match about $124,310 at 4% or $82,873 at 6%.
199916$361,606$49,316$8,219iApproximate average salary by contribution assumption: employee only about $205,483 at 4% or $136,989 at 6%; with 50% employer match about $136,989 at 4% or $91,326 at 6%; with 100% employer match about $102,742 at 4% or $68,494 at 6%.
Schultz & Sage Retirement Plan and Trust-6$361,606$49,316$8,219iApproximate average salary by contribution assumption: employee only about $205,483 at 4% or $136,989 at 6%; with 50% employer match about $136,989 at 4% or $91,326 at 6%; with 100% employer match about $102,742 at 4% or $68,494 at 6%.