Civic Intelligence

Schaeffer & Sam, CPA PC.

Plan context: Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan

EIN 11-3576325 • Uniondale, NY • 32 filings • 6 plans

1232 Rxr Plaza West Tower12th FloorUniondale, NY 11556-1232
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$6,616,548

2024 Contributions

$326,852

Historical Graphs

Total Assets Over Time

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

$6,616,548$3,308,274$0200120132024YearValue
$6,616,548Latest year 2024

Participants Over Time

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

27140200120132024YearValue
24Latest 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
2024124$6,616,548$326,852$13,619iApproximate average salary by contribution assumption: employee only about $340,471 at 4% or $226,981 at 6%; with 50% employer match about $226,981 at 4% or $151,320 at 6%; with 100% employer match about $170,235 at 4% or $113,490 at 6%.
Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan-24$6,616,548$326,852$13,619iApproximate average salary by contribution assumption: employee only about $340,471 at 4% or $226,981 at 6%; with 50% employer match about $226,981 at 4% or $151,320 at 6%; with 100% employer match about $170,235 at 4% or $113,490 at 6%.
2023126$5,696,755$309,199$11,892iApproximate average salary by contribution assumption: employee only about $297,307 at 4% or $198,204 at 6%; with 50% employer match about $198,204 at 4% or $132,136 at 6%; with 100% employer match about $148,653 at 4% or $99,102 at 6%.
Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan-26$5,696,755$309,199$11,892iApproximate average salary by contribution assumption: employee only about $297,307 at 4% or $198,204 at 6%; with 50% employer match about $198,204 at 4% or $132,136 at 6%; with 100% employer match about $148,653 at 4% or $99,102 at 6%.
2022127$4,785,315$281,945$10,442iApproximate average salary by contribution assumption: employee only about $261,060 at 4% or $174,040 at 6%; with 50% employer match about $174,040 at 4% or $116,027 at 6%; with 100% employer match about $130,530 at 4% or $87,020 at 6%.
Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan-27$4,785,315$281,945$10,442iApproximate average salary by contribution assumption: employee only about $261,060 at 4% or $174,040 at 6%; with 50% employer match about $174,040 at 4% or $116,027 at 6%; with 100% employer match about $130,530 at 4% or $87,020 at 6%.
2021127$5,241,439$282,888$10,477iApproximate average salary by contribution assumption: employee only about $261,933 at 4% or $174,622 at 6%; with 50% employer match about $174,622 at 4% or $116,415 at 6%; with 100% employer match about $130,967 at 4% or $87,311 at 6%.
Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan-27$5,241,439$282,888$10,477iApproximate average salary by contribution assumption: employee only about $261,933 at 4% or $174,622 at 6%; with 50% employer match about $174,622 at 4% or $116,415 at 6%; with 100% employer match about $130,967 at 4% or $87,311 at 6%.
2020126$4,450,069$280,637$10,794iApproximate average salary by contribution assumption: employee only about $269,843 at 4% or $179,896 at 6%; with 50% employer match about $179,896 at 4% or $119,930 at 6%; with 100% employer match about $134,922 at 4% or $89,948 at 6%.
Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan-26$4,450,069$280,637$10,794iApproximate average salary by contribution assumption: employee only about $269,843 at 4% or $179,896 at 6%; with 50% employer match about $179,896 at 4% or $119,930 at 6%; with 100% employer match about $134,922 at 4% or $89,948 at 6%.
2019126$3,745,772$230,078$8,849iApproximate average salary by contribution assumption: employee only about $221,229 at 4% or $147,486 at 6%; with 50% employer match about $147,486 at 4% or $98,324 at 6%; with 100% employer match about $110,614 at 4% or $73,743 at 6%.
Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan-26$3,745,772$230,078$8,849iApproximate average salary by contribution assumption: employee only about $221,229 at 4% or $147,486 at 6%; with 50% employer match about $147,486 at 4% or $98,324 at 6%; with 100% employer match about $110,614 at 4% or $73,743 at 6%.
2018124$3,022,139$215,492$8,979iApproximate average salary by contribution assumption: employee only about $224,471 at 4% or $149,647 at 6%; with 50% employer match about $149,647 at 4% or $99,765 at 6%; with 100% employer match about $112,235 at 4% or $74,824 at 6%.
Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan-24$3,022,139$215,492$8,979iApproximate average salary by contribution assumption: employee only about $224,471 at 4% or $149,647 at 6%; with 50% employer match about $149,647 at 4% or $99,765 at 6%; with 100% employer match about $112,235 at 4% or $74,824 at 6%.
2017123$3,005,462$219,012$9,522iApproximate average salary by contribution assumption: employee only about $238,057 at 4% or $158,704 at 6%; with 50% employer match about $158,704 at 4% or $105,803 at 6%; with 100% employer match about $119,028 at 4% or $79,352 at 6%.
Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan-23$3,005,462$219,012$9,522iApproximate average salary by contribution assumption: employee only about $238,057 at 4% or $158,704 at 6%; with 50% employer match about $158,704 at 4% or $105,803 at 6%; with 100% employer match about $119,028 at 4% or $79,352 at 6%.
2016120$2,499,399$200,252$10,013iApproximate average salary by contribution assumption: employee only about $250,315 at 4% or $166,877 at 6%; with 50% employer match about $166,877 at 4% or $111,251 at 6%; with 100% employer match about $125,158 at 4% or $83,438 at 6%.
Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan-20$2,499,399$200,252$10,013iApproximate average salary by contribution assumption: employee only about $250,315 at 4% or $166,877 at 6%; with 50% employer match about $166,877 at 4% or $111,251 at 6%; with 100% employer match about $125,158 at 4% or $83,438 at 6%.
2015117$2,183,895$184,314$10,842iApproximate average salary by contribution assumption: employee only about $271,050 at 4% or $180,700 at 6%; with 50% employer match about $180,700 at 4% or $120,467 at 6%; with 100% employer match about $135,525 at 4% or $90,350 at 6%.
Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan-17$2,183,895$184,314$10,842iApproximate average salary by contribution assumption: employee only about $271,050 at 4% or $180,700 at 6%; with 50% employer match about $180,700 at 4% or $120,467 at 6%; with 100% employer match about $135,525 at 4% or $90,350 at 6%.
2014115$2,006,663$151,478$10,099iApproximate average salary by contribution assumption: employee only about $252,463 at 4% or $168,309 at 6%; with 50% employer match about $168,309 at 4% or $112,206 at 6%; with 100% employer match about $126,232 at 4% or $84,154 at 6%.
Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan-15$2,006,663$151,478$10,099iApproximate average salary by contribution assumption: employee only about $252,463 at 4% or $168,309 at 6%; with 50% employer match about $168,309 at 4% or $112,206 at 6%; with 100% employer match about $126,232 at 4% or $84,154 at 6%.
2013116$1,844,562$82,669$5,167iApproximate average salary by contribution assumption: employee only about $129,170 at 4% or $86,114 at 6%; with 50% employer match about $86,114 at 4% or $57,409 at 6%; with 100% employer match about $64,585 at 4% or $43,057 at 6%.
Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan-16$1,844,562$82,669$5,167iApproximate average salary by contribution assumption: employee only about $129,170 at 4% or $86,114 at 6%; with 50% employer match about $86,114 at 4% or $57,409 at 6%; with 100% employer match about $64,585 at 4% or $43,057 at 6%.
2012117$1,615,565$165,173$9,716iApproximate average salary by contribution assumption: employee only about $242,901 at 4% or $161,934 at 6%; with 50% employer match about $161,934 at 4% or $107,956 at 6%; with 100% employer match about $121,451 at 4% or $80,967 at 6%.
Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan-17$1,615,565$165,173$9,716iApproximate average salary by contribution assumption: employee only about $242,901 at 4% or $161,934 at 6%; with 50% employer match about $161,934 at 4% or $107,956 at 6%; with 100% employer match about $121,451 at 4% or $80,967 at 6%.
2011118$1,362,063$165,272$9,182iApproximate average salary by contribution assumption: employee only about $229,544 at 4% or $153,030 at 6%; with 50% employer match about $153,030 at 4% or $102,020 at 6%; with 100% employer match about $114,772 at 4% or $76,515 at 6%.
Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan-18$1,362,063$165,272$9,182iApproximate average salary by contribution assumption: employee only about $229,544 at 4% or $153,030 at 6%; with 50% employer match about $153,030 at 4% or $102,020 at 6%; with 100% employer match about $114,772 at 4% or $76,515 at 6%.
2010118$1,282,317$186,421$10,357iApproximate average salary by contribution assumption: employee only about $258,918 at 4% or $172,612 at 6%; with 50% employer match about $172,612 at 4% or $115,075 at 6%; with 100% employer match about $129,459 at 4% or $86,306 at 6%.
Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan-18$1,282,317$186,421$10,357iApproximate average salary by contribution assumption: employee only about $258,918 at 4% or $172,612 at 6%; with 50% employer match about $172,612 at 4% or $115,075 at 6%; with 100% employer match about $129,459 at 4% or $86,306 at 6%.
2009220$1,205,003$172,555$8,628iApproximate average salary by contribution assumption: employee only about $215,694 at 4% or $143,796 at 6%; with 50% employer match about $143,796 at 4% or $95,864 at 6%; with 100% employer match about $107,847 at 4% or $71,898 at 6%.
Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan-20$1,205,003$90,658$4,533iApproximate average salary by contribution assumption: employee only about $113,322 at 4% or $75,548 at 6%; with 50% employer match about $75,548 at 4% or $50,366 at 6%; with 100% employer match about $56,661 at 4% or $37,774 at 6%.
SCHAEFFER & SAM, CPA, P.C. 401(K) PROFIT SHARING PLAN & TRUST-0$0$81,897-
2008219$356,259$82,101$4,321iApproximate average salary by contribution assumption: employee only about $108,028 at 4% or $72,018 at 6%; with 50% employer match about $72,018 at 4% or $48,012 at 6%; with 100% employer match about $54,014 at 4% or $36,009 at 6%.
SCHAEFFER & SAM, CPA, P.C. 401K PROFIT SHARING PLAN & TRUST-14$356,259$82,101$5,864iApproximate average salary by contribution assumption: employee only about $146,609 at 4% or $97,739 at 6%; with 50% employer match about $97,739 at 4% or $65,160 at 6%; with 100% employer match about $73,304 at 4% or $48,870 at 6%.
Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan-19---
2007216$0$0-
Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan-14---
SCHAEFFER & SAM, CPA, P.C. 401K PROFIT SHARING PLAN & TRUST-16---
2006213$827,047$156,324$12,025iApproximate average salary by contribution assumption: employee only about $300,623 at 4% or $200,415 at 6%; with 50% employer match about $200,415 at 4% or $133,610 at 6%; with 100% employer match about $150,312 at 4% or $100,208 at 6%.
Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan-11$503,702$88,307$8,028iApproximate average salary by contribution assumption: employee only about $200,698 at 4% or $133,798 at 6%; with 50% employer match about $133,798 at 4% or $89,199 at 6%; with 100% employer match about $100,349 at 4% or $66,899 at 6%.
SCHAEFFER & SAM, CPA, P.C. 401K PROFIT SHARING PLAN & TRUST-13$323,345$68,017$5,232iApproximate average salary by contribution assumption: employee only about $130,802 at 4% or $87,201 at 6%; with 50% employer match about $87,201 at 4% or $58,134 at 6%; with 100% employer match about $65,401 at 4% or $43,601 at 6%.
2005211$594,066$138,343$12,577iApproximate average salary by contribution assumption: employee only about $314,416 at 4% or $209,611 at 6%; with 50% employer match about $209,611 at 4% or $139,740 at 6%; with 100% employer match about $157,208 at 4% or $104,805 at 6%.
Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan-10$376,030$80,930$8,093iApproximate average salary by contribution assumption: employee only about $202,325 at 4% or $134,883 at 6%; with 50% employer match about $134,883 at 4% or $89,922 at 6%; with 100% employer match about $101,163 at 4% or $67,442 at 6%.
SCHAEFFER & SAM, CPA, P.C. 401K PROFIT SHARING PLAN & TRUST-11$218,036$57,413$5,219iApproximate average salary by contribution assumption: employee only about $130,484 at 4% or $86,989 at 6%; with 50% employer match about $86,989 at 4% or $57,993 at 6%; with 100% employer match about $65,242 at 4% or $43,495 at 6%.
200428$431,969$121,307$15,163iApproximate average salary by contribution assumption: employee only about $379,084 at 4% or $252,723 at 6%; with 50% employer match about $252,723 at 4% or $168,482 at 6%; with 100% employer match about $189,542 at 4% or $126,361 at 6%.
Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan-6$284,511$70,079$11,680iApproximate average salary by contribution assumption: employee only about $291,996 at 4% or $194,664 at 6%; with 50% employer match about $194,664 at 4% or $129,776 at 6%; with 100% employer match about $145,998 at 4% or $97,332 at 6%.
SCHAEFFER & SAM, CPA, P.C. 401K PROFIT SHARING PLAN & TRUST-8$147,458$51,228$6,404iApproximate average salary by contribution assumption: employee only about $160,088 at 4% or $106,725 at 6%; with 50% employer match about $106,725 at 4% or $71,150 at 6%; with 100% employer match about $80,044 at 4% or $53,363 at 6%.
200328$91,569$51,586$6,448iApproximate average salary by contribution assumption: employee only about $161,206 at 4% or $107,471 at 6%; with 50% employer match about $107,471 at 4% or $71,647 at 6%; with 100% employer match about $80,603 at 4% or $53,735 at 6%.
SCHAEFFER & SAM, CPA, P.C. 401K PROFIT SHARING PLAN & TRUST-8$91,569$51,586$6,448iApproximate average salary by contribution assumption: employee only about $161,206 at 4% or $107,471 at 6%; with 50% employer match about $107,471 at 4% or $71,647 at 6%; with 100% employer match about $80,603 at 4% or $53,735 at 6%.
Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan-4---
200227$149,980$98,807$14,115iApproximate average salary by contribution assumption: employee only about $352,882 at 4% or $235,255 at 6%; with 50% employer match about $235,255 at 4% or $156,837 at 6%; with 100% employer match about $176,441 at 4% or $117,627 at 6%.
Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan-4$115,800$63,333$15,833iApproximate average salary by contribution assumption: employee only about $395,831 at 4% or $263,888 at 6%; with 50% employer match about $263,888 at 4% or $175,925 at 6%; with 100% employer match about $197,916 at 4% or $131,944 at 6%.
SCHAEFFER & SAM, CPA, P.C. 410K PROFIT SHARING PLAN & TRUST-7$34,180$35,474$5,068iApproximate average salary by contribution assumption: employee only about $126,693 at 4% or $84,462 at 6%; with 50% employer match about $84,462 at 4% or $56,308 at 6%; with 100% employer match about $63,346 at 4% or $42,231 at 6%.
200113$55,309$55,309$18,436iApproximate average salary by contribution assumption: employee only about $460,908 at 4% or $307,272 at 6%; with 50% employer match about $307,272 at 4% or $204,848 at 6%; with 100% employer match about $230,454 at 4% or $153,636 at 6%.
Schaeffer & Sam, CPA PC. 401(K) Profit Sharing Plan-3$55,309$55,309$18,436iApproximate average salary by contribution assumption: employee only about $460,908 at 4% or $307,272 at 6%; with 50% employer match about $307,272 at 4% or $204,848 at 6%; with 100% employer match about $230,454 at 4% or $153,636 at 6%.