Civic Intelligence

Scholtz & Company LLC

Plan context: Scholtz & Company 401(K) Plan

EIN 13-3756684 • Stamford, CT • 6 filings • 2 plans

107 Elm StreetFour Stamford Plaza 5th FloorStamford, CT 06902
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$1,254,259

2025 Contributions

$227,112

Historical Graphs

Total Assets Over Time

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

$1,254,259$627,130$0202020232025YearValue
$1,254,259Latest year 2025

Participants Over Time

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

1260202020232025YearValue
12Latest 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
2025112$1,254,259$227,112$18,926iApproximate average salary by contribution assumption: employee only about $473,150 at 4% or $315,433 at 6%; with 50% employer match about $315,433 at 4% or $210,289 at 6%; with 100% employer match about $236,575 at 4% or $157,717 at 6%.
Scholtz & Company 401(K) Plan-12$1,254,259$227,112$18,926iApproximate average salary by contribution assumption: employee only about $473,150 at 4% or $315,433 at 6%; with 50% employer match about $315,433 at 4% or $210,289 at 6%; with 100% employer match about $236,575 at 4% or $157,717 at 6%.
2024111$940,268$219,653$19,968iApproximate average salary by contribution assumption: employee only about $499,211 at 4% or $332,808 at 6%; with 50% employer match about $332,808 at 4% or $221,872 at 6%; with 100% employer match about $249,606 at 4% or $166,404 at 6%.
Scholtz & Company 401(K) Plan-11$940,268$219,653$19,968iApproximate average salary by contribution assumption: employee only about $499,211 at 4% or $332,808 at 6%; with 50% employer match about $332,808 at 4% or $221,872 at 6%; with 100% employer match about $249,606 at 4% or $166,404 at 6%.
2023111$642,704$195,726$17,793iApproximate average salary by contribution assumption: employee only about $444,832 at 4% or $296,555 at 6%; with 50% employer match about $296,555 at 4% or $197,703 at 6%; with 100% employer match about $222,416 at 4% or $148,277 at 6%.
Scholtz & Company 401(K) Plan-11$642,704$195,726$17,793iApproximate average salary by contribution assumption: employee only about $444,832 at 4% or $296,555 at 6%; with 50% employer match about $296,555 at 4% or $197,703 at 6%; with 100% employer match about $222,416 at 4% or $148,277 at 6%.
2022110$446,041$208,902$20,890iApproximate average salary by contribution assumption: employee only about $522,255 at 4% or $348,170 at 6%; with 50% employer match about $348,170 at 4% or $232,113 at 6%; with 100% employer match about $261,128 at 4% or $174,085 at 6%.
Scholtz & Company 401(K) Plan-10$446,041$208,902$20,890iApproximate average salary by contribution assumption: employee only about $522,255 at 4% or $348,170 at 6%; with 50% employer match about $348,170 at 4% or $232,113 at 6%; with 100% employer match about $261,128 at 4% or $174,085 at 6%.
202116$351,075$189,398$31,566iApproximate average salary by contribution assumption: employee only about $789,158 at 4% or $526,106 at 6%; with 50% employer match about $526,106 at 4% or $350,737 at 6%; with 100% employer match about $394,579 at 4% or $263,053 at 6%.
Scholtz & Company 401(K) Plan-6$351,075$189,398$31,566iApproximate average salary by contribution assumption: employee only about $789,158 at 4% or $526,106 at 6%; with 50% employer match about $526,106 at 4% or $350,737 at 6%; with 100% employer match about $394,579 at 4% or $263,053 at 6%.
202016$159,936$138,956$23,159iApproximate average salary by contribution assumption: employee only about $578,983 at 4% or $385,989 at 6%; with 50% employer match about $385,989 at 4% or $257,326 at 6%; with 100% employer match about $289,492 at 4% or $192,994 at 6%.
Scholtz & Company 401(K) Plan-6$159,936$138,956$23,159iApproximate average salary by contribution assumption: employee only about $578,983 at 4% or $385,989 at 6%; with 50% employer match about $385,989 at 4% or $257,326 at 6%; with 100% employer match about $289,492 at 4% or $192,994 at 6%.