Civic Intelligence

Schaefer Halleen LLC

Plan context: Schaefer Halleen LLC 401(K) Profit Sharing Plan

EIN 14-2002328 • Minneapolis, MN • 26 filings • 5 plans

412 South 4th Street, Suite 1050Minneapolis, MN 55415
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$1,583,531

2024 Contributions

$356,045

Historical Graphs

Total Assets Over Time

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

$2,062,238$1,031,119$0200820162024YearValue
$1,583,531Latest year 2024

Participants Over Time

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

1790200720162024YearValue
17Latest 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
2024117$1,583,531$356,045$20,944iApproximate average salary by contribution assumption: employee only about $523,596 at 4% or $349,064 at 6%; with 50% employer match about $349,064 at 4% or $232,709 at 6%; with 100% employer match about $261,798 at 4% or $174,532 at 6%.
Schaefer Halleen LLC 401(K) Profit Sharing Plan-17$1,583,531$356,045$20,944iApproximate average salary by contribution assumption: employee only about $523,596 at 4% or $349,064 at 6%; with 50% employer match about $349,064 at 4% or $232,709 at 6%; with 100% employer match about $261,798 at 4% or $174,532 at 6%.
2023117$2,062,238$173,445$10,203iApproximate average salary by contribution assumption: employee only about $255,066 at 4% or $170,044 at 6%; with 50% employer match about $170,044 at 4% or $113,363 at 6%; with 100% employer match about $127,533 at 4% or $85,022 at 6%.
Schaefer Halleen LLC 401(K) Profit Sharing Plan-17$2,062,238$173,445$10,203iApproximate average salary by contribution assumption: employee only about $255,066 at 4% or $170,044 at 6%; with 50% employer match about $170,044 at 4% or $113,363 at 6%; with 100% employer match about $127,533 at 4% or $85,022 at 6%.
2022117$1,700,889$288,835$16,990iApproximate average salary by contribution assumption: employee only about $424,757 at 4% or $283,172 at 6%; with 50% employer match about $283,172 at 4% or $188,781 at 6%; with 100% employer match about $212,379 at 4% or $141,586 at 6%.
Schaefer Halleen LLC 401(K) Profit Sharing Plan-17$1,700,889$288,835$16,990iApproximate average salary by contribution assumption: employee only about $424,757 at 4% or $283,172 at 6%; with 50% employer match about $283,172 at 4% or $188,781 at 6%; with 100% employer match about $212,379 at 4% or $141,586 at 6%.
2021217$1,713,361$245,353$14,433iApproximate average salary by contribution assumption: employee only about $360,813 at 4% or $240,542 at 6%; with 50% employer match about $240,542 at 4% or $160,361 at 6%; with 100% employer match about $180,407 at 4% or $120,271 at 6%.
Schaefer Halleen LLC 401(K) Profit Sharing Plan-17$1,713,361$245,353$14,433iApproximate average salary by contribution assumption: employee only about $360,813 at 4% or $240,542 at 6%; with 50% employer match about $240,542 at 4% or $160,361 at 6%; with 100% employer match about $180,407 at 4% or $120,271 at 6%.
SCHAEFER HALLEEN LLC CASH BALANCE PLAN-0$0--
2020214$2,048,766$177,981$12,713iApproximate average salary by contribution assumption: employee only about $317,823 at 4% or $211,882 at 6%; with 50% employer match about $211,882 at 4% or $141,255 at 6%; with 100% employer match about $158,912 at 4% or $105,941 at 6%.
Schaefer Halleen LLC 401(K) Profit Sharing Plan-14$1,296,068$127,981$9,142iApproximate average salary by contribution assumption: employee only about $228,538 at 4% or $152,358 at 6%; with 50% employer match about $152,358 at 4% or $101,572 at 6%; with 100% employer match about $114,269 at 4% or $76,179 at 6%.
SCHAEFER HALLEEN LLC CASH BALANCE PLAN-10$752,698$50,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
2019215$1,781,077$222,589$14,839iApproximate average salary by contribution assumption: employee only about $370,982 at 4% or $247,321 at 6%; with 50% employer match about $247,321 at 4% or $164,881 at 6%; with 100% employer match about $185,491 at 4% or $123,661 at 6%.
Schaefer Halleen LLC 401(K) Profit Sharing Plan-15$1,158,083$124,175$8,278iApproximate average salary by contribution assumption: employee only about $206,958 at 4% or $137,972 at 6%; with 50% employer match about $137,972 at 4% or $91,981 at 6%; with 100% employer match about $103,479 at 4% or $68,986 at 6%.
SCHAEFER HALLEEN LLC CASH BALANCE PLAN-10$622,994$98,414$9,841iApproximate average salary by contribution assumption: employee only about $246,035 at 4% or $164,023 at 6%; with 50% employer match about $164,023 at 4% or $109,349 at 6%; with 100% employer match about $123,018 at 4% or $82,012 at 6%.
2018216$1,356,390$198,505$12,407iApproximate average salary by contribution assumption: employee only about $310,164 at 4% or $206,776 at 6%; with 50% employer match about $206,776 at 4% or $137,851 at 6%; with 100% employer match about $155,082 at 4% or $103,388 at 6%.
Schaefer Halleen LLC 401(K) Profit Sharing Plan-16$870,887$123,505$7,719iApproximate average salary by contribution assumption: employee only about $192,977 at 4% or $128,651 at 6%; with 50% employer match about $128,651 at 4% or $85,767 at 6%; with 100% employer match about $96,488 at 4% or $64,326 at 6%.
SCHAEFER HALLEEN LLC CASH BALANCE PLAN-10$485,503$75,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
2017214$1,229,054$133,591$9,542iApproximate average salary by contribution assumption: employee only about $238,555 at 4% or $159,037 at 6%; with 50% employer match about $159,037 at 4% or $106,025 at 6%; with 100% employer match about $119,278 at 4% or $79,518 at 6%.
Schaefer Halleen LLC 401(K) Profit Sharing Plan-14$808,594$121,330$8,666iApproximate average salary by contribution assumption: employee only about $216,661 at 4% or $144,440 at 6%; with 50% employer match about $144,440 at 4% or $96,294 at 6%; with 100% employer match about $108,330 at 4% or $72,220 at 6%.
SCHAEFER HALLEEN LLC CASH BALANCE PLAN-11$420,460$12,261$1,115iApproximate average salary by contribution assumption: employee only about $27,866 at 4% or $18,577 at 6%; with 50% employer match about $18,577 at 4% or $12,385 at 6%; with 100% employer match about $13,933 at 4% or $9,289 at 6%.
2016217$1,015,890$240,447$14,144iApproximate average salary by contribution assumption: employee only about $353,599 at 4% or $235,732 at 6%; with 50% employer match about $235,732 at 4% or $157,155 at 6%; with 100% employer match about $176,799 at 4% or $117,866 at 6%.
Schaefer Halleen LLC 401(K) Profit Sharing Plan-17$617,558$118,289$6,958iApproximate average salary by contribution assumption: employee only about $173,954 at 4% or $115,970 at 6%; with 50% employer match about $115,970 at 4% or $77,313 at 6%; with 100% employer match about $86,977 at 4% or $57,985 at 6%.
SCHAEFER HALLEEN LLC CASH BALANCE PLAN-10$398,332$122,158$12,216iApproximate average salary by contribution assumption: employee only about $305,395 at 4% or $203,597 at 6%; with 50% employer match about $203,597 at 4% or $135,731 at 6%; with 100% employer match about $152,698 at 4% or $101,798 at 6%.
2015217$753,199$212,028$12,472iApproximate average salary by contribution assumption: employee only about $311,806 at 4% or $207,871 at 6%; with 50% employer match about $207,871 at 4% or $138,580 at 6%; with 100% employer match about $155,903 at 4% or $103,935 at 6%.
Schaefer Halleen LLC 401(K) Profit Sharing Plan-17$478,769$99,281$5,840iApproximate average salary by contribution assumption: employee only about $146,001 at 4% or $97,334 at 6%; with 50% employer match about $97,334 at 4% or $64,890 at 6%; with 100% employer match about $73,001 at 4% or $48,667 at 6%.
SCHAEFER HALLEEN LLC CASH BALANCE PLAN-6$274,430$112,747$18,791iApproximate average salary by contribution assumption: employee only about $469,779 at 4% or $313,186 at 6%; with 50% employer match about $313,186 at 4% or $208,791 at 6%; with 100% employer match about $234,890 at 4% or $156,593 at 6%.
2014215$613,648$283,465$18,898iApproximate average salary by contribution assumption: employee only about $472,442 at 4% or $314,961 at 6%; with 50% employer match about $314,961 at 4% or $209,974 at 6%; with 100% employer match about $236,221 at 4% or $157,481 at 6%.
Schaefer Halleen LLC 401(K) Profit Sharing Plan-15$450,529$120,346$8,023iApproximate average salary by contribution assumption: employee only about $200,577 at 4% or $133,718 at 6%; with 50% employer match about $133,718 at 4% or $89,145 at 6%; with 100% employer match about $100,288 at 4% or $66,859 at 6%.
SCHAEFER HALLEEN LLC CASH BALANCE PLAN-7$163,119$163,119$23,303iApproximate average salary by contribution assumption: employee only about $582,568 at 4% or $388,379 at 6%; with 50% employer match about $388,379 at 4% or $258,919 at 6%; with 100% employer match about $291,284 at 4% or $194,189 at 6%.
2013112$314,400$90,567$7,547iApproximate average salary by contribution assumption: employee only about $188,681 at 4% or $125,788 at 6%; with 50% employer match about $125,788 at 4% or $83,858 at 6%; with 100% employer match about $94,341 at 4% or $62,894 at 6%.
Schaefer Halleen LLC 401(K) Profit Sharing Plan-12$314,400$90,567$7,547iApproximate average salary by contribution assumption: employee only about $188,681 at 4% or $125,788 at 6%; with 50% employer match about $125,788 at 4% or $83,858 at 6%; with 100% employer match about $94,341 at 4% or $62,894 at 6%.
2012113$195,312$40,310$3,101iApproximate average salary by contribution assumption: employee only about $77,519 at 4% or $51,679 at 6%; with 50% employer match about $51,679 at 4% or $34,453 at 6%; with 100% employer match about $38,760 at 4% or $25,840 at 6%.
Schaefer Halleen LLC 401(K) Profit Sharing Plan-13$195,312$40,310$3,101iApproximate average salary by contribution assumption: employee only about $77,519 at 4% or $51,679 at 6%; with 50% employer match about $51,679 at 4% or $34,453 at 6%; with 100% employer match about $38,760 at 4% or $25,840 at 6%.
2011111$183,220$49,442$4,495iApproximate average salary by contribution assumption: employee only about $112,368 at 4% or $74,912 at 6%; with 50% employer match about $74,912 at 4% or $49,941 at 6%; with 100% employer match about $56,184 at 4% or $37,456 at 6%.
Schaefer Halleen LLC 401(K) Profit Sharing Plan-11$183,220$49,442$4,495iApproximate average salary by contribution assumption: employee only about $112,368 at 4% or $74,912 at 6%; with 50% employer match about $74,912 at 4% or $49,941 at 6%; with 100% employer match about $56,184 at 4% or $37,456 at 6%.
2010113$160,657$28,858$2,220iApproximate average salary by contribution assumption: employee only about $55,496 at 4% or $36,997 at 6%; with 50% employer match about $36,997 at 4% or $24,665 at 6%; with 100% employer match about $27,748 at 4% or $18,499 at 6%.
Schaefer Halleen LLC 401(K) Profit Sharing Plan-13$160,657$28,858$2,220iApproximate average salary by contribution assumption: employee only about $55,496 at 4% or $36,997 at 6%; with 50% employer match about $36,997 at 4% or $24,665 at 6%; with 100% employer match about $27,748 at 4% or $18,499 at 6%.
2009113$118,091$48,619$3,740iApproximate average salary by contribution assumption: employee only about $93,498 at 4% or $62,332 at 6%; with 50% employer match about $62,332 at 4% or $41,555 at 6%; with 100% employer match about $46,749 at 4% or $31,166 at 6%.
Schaefer Halleen LLC 401(K) Profit Sharing Plan-13$118,091$48,619$3,740iApproximate average salary by contribution assumption: employee only about $93,498 at 4% or $62,332 at 6%; with 50% employer match about $62,332 at 4% or $41,555 at 6%; with 100% employer match about $46,749 at 4% or $31,166 at 6%.
2008111$48,815$45,860$4,169iApproximate average salary by contribution assumption: employee only about $104,227 at 4% or $69,485 at 6%; with 50% employer match about $69,485 at 4% or $46,323 at 6%; with 100% employer match about $52,114 at 4% or $34,742 at 6%.
Schaefer Halleen LLC 401(K) Profit Sharing Plan-11$48,815$45,860$4,169iApproximate average salary by contribution assumption: employee only about $104,227 at 4% or $69,485 at 6%; with 50% employer match about $69,485 at 4% or $46,323 at 6%; with 100% employer match about $52,114 at 4% or $34,742 at 6%.
200715$0$0-
Schaefer Halleen LLC 401(K) Profit Sharing Plan-5---