Civic Intelligence

J & M Schaefer Inc

Plan context: J & M Schaefer Inc 401(K) Profit Sharing Plan & Trust

EIN 16-0874272 • Ponte Vedra, FL • 27 filings • 4 plans

145 Barrier Reef DrPonte Vedra, FL 32081-1120
Current Snapshot

Latest Year

2025

2025 Participants

23

2025 Assets

$5,593,397

2025 Contributions

$425,726

Historical Graphs

Total Assets Over Time

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

$5,593,397$2,796,699$0199920132025YearValue
$5,593,397Latest year 2025

Participants Over Time

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

46230199920122025YearValue
23Latest 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
2025123$5,593,397$425,726$18,510iApproximate average salary by contribution assumption: employee only about $462,746 at 4% or $308,497 at 6%; with 50% employer match about $308,497 at 4% or $205,665 at 6%; with 100% employer match about $231,373 at 4% or $154,249 at 6%.
J & M Schaefer Inc 401(K) Profit Sharing Plan & Trust-23$5,593,397$425,726$18,510iApproximate average salary by contribution assumption: employee only about $462,746 at 4% or $308,497 at 6%; with 50% employer match about $308,497 at 4% or $205,665 at 6%; with 100% employer match about $231,373 at 4% or $154,249 at 6%.
2024117$4,924,856$197,774$11,634iApproximate average salary by contribution assumption: employee only about $290,844 at 4% or $193,896 at 6%; with 50% employer match about $193,896 at 4% or $129,264 at 6%; with 100% employer match about $145,422 at 4% or $96,948 at 6%.
J & M Schaefer Inc 401(K) Profit Sharing Plan & Trust-17$4,924,856$197,774$11,634iApproximate average salary by contribution assumption: employee only about $290,844 at 4% or $193,896 at 6%; with 50% employer match about $193,896 at 4% or $129,264 at 6%; with 100% employer match about $145,422 at 4% or $96,948 at 6%.
2023116$3,972,263$194,285$12,143iApproximate average salary by contribution assumption: employee only about $303,570 at 4% or $202,380 at 6%; with 50% employer match about $202,380 at 4% or $134,920 at 6%; with 100% employer match about $151,785 at 4% or $101,190 at 6%.
J & M Schaefer Inc 401(K) Profit Sharing Plan & Trust-16$3,972,263$194,285$12,143iApproximate average salary by contribution assumption: employee only about $303,570 at 4% or $202,380 at 6%; with 50% employer match about $202,380 at 4% or $134,920 at 6%; with 100% employer match about $151,785 at 4% or $101,190 at 6%.
2022119$3,238,548$179,289$9,436iApproximate average salary by contribution assumption: employee only about $235,907 at 4% or $157,271 at 6%; with 50% employer match about $157,271 at 4% or $104,847 at 6%; with 100% employer match about $117,953 at 4% or $78,636 at 6%.
J & M Schaefer Inc 401(K) Profit Sharing Plan & Trust-19$3,238,548$179,289$9,436iApproximate average salary by contribution assumption: employee only about $235,907 at 4% or $157,271 at 6%; with 50% employer match about $157,271 at 4% or $104,847 at 6%; with 100% employer match about $117,953 at 4% or $78,636 at 6%.
2021119$3,877,714$31,886$1,678iApproximate average salary by contribution assumption: employee only about $41,955 at 4% or $27,970 at 6%; with 50% employer match about $27,970 at 4% or $18,647 at 6%; with 100% employer match about $20,978 at 4% or $13,985 at 6%.
J & M Schaefer Inc 401(K) Profit Sharing Plan & Trust-19$3,877,714$31,886$1,678iApproximate average salary by contribution assumption: employee only about $41,955 at 4% or $27,970 at 6%; with 50% employer match about $27,970 at 4% or $18,647 at 6%; with 100% employer match about $20,978 at 4% or $13,985 at 6%.
202019$3,170,565$137,318$15,258iApproximate average salary by contribution assumption: employee only about $381,439 at 4% or $254,293 at 6%; with 50% employer match about $254,293 at 4% or $169,528 at 6%; with 100% employer match about $190,719 at 4% or $127,146 at 6%.
J & M Schaefer Inc 401(K) Profit Sharing Plan & Trust-9$3,170,565$137,318$15,258iApproximate average salary by contribution assumption: employee only about $381,439 at 4% or $254,293 at 6%; with 50% employer match about $254,293 at 4% or $169,528 at 6%; with 100% employer match about $190,719 at 4% or $127,146 at 6%.
2019110$2,254,542$148,375$14,838iApproximate average salary by contribution assumption: employee only about $370,938 at 4% or $247,292 at 6%; with 50% employer match about $247,292 at 4% or $164,861 at 6%; with 100% employer match about $185,469 at 4% or $123,646 at 6%.
J & M Schaefer Inc 401(K) Profit Sharing Plan & Trust-10$2,254,542$148,375$14,838iApproximate average salary by contribution assumption: employee only about $370,938 at 4% or $247,292 at 6%; with 50% employer match about $247,292 at 4% or $164,861 at 6%; with 100% employer match about $185,469 at 4% or $123,646 at 6%.
2018110$1,819,794$145,613$14,561iApproximate average salary by contribution assumption: employee only about $364,033 at 4% or $242,688 at 6%; with 50% employer match about $242,688 at 4% or $161,792 at 6%; with 100% employer match about $182,016 at 4% or $121,344 at 6%.
J & M Schaefer Inc 401(K) Profit Sharing Plan & Trust-10$1,819,794$145,613$14,561iApproximate average salary by contribution assumption: employee only about $364,033 at 4% or $242,688 at 6%; with 50% employer match about $242,688 at 4% or $161,792 at 6%; with 100% employer match about $182,016 at 4% or $121,344 at 6%.
201718$1,883,298$120,918$15,115iApproximate average salary by contribution assumption: employee only about $377,869 at 4% or $251,913 at 6%; with 50% employer match about $251,913 at 4% or $167,942 at 6%; with 100% employer match about $188,934 at 4% or $125,956 at 6%.
J & M Schaefer Inc 401(K) Profit Sharing Plan & Trust-8$1,883,298$120,918$15,115iApproximate average salary by contribution assumption: employee only about $377,869 at 4% or $251,913 at 6%; with 50% employer match about $251,913 at 4% or $167,942 at 6%; with 100% employer match about $188,934 at 4% or $125,956 at 6%.
201619$1,658,881$109,999$12,222iApproximate average salary by contribution assumption: employee only about $305,553 at 4% or $203,702 at 6%; with 50% employer match about $203,702 at 4% or $135,801 at 6%; with 100% employer match about $152,776 at 4% or $101,851 at 6%.
J & M Schaefer Inc 401(K) Profit Sharing Plan & Trust-9$1,658,881$109,999$12,222iApproximate average salary by contribution assumption: employee only about $305,553 at 4% or $203,702 at 6%; with 50% employer match about $203,702 at 4% or $135,801 at 6%; with 100% employer match about $152,776 at 4% or $101,851 at 6%.
201519$1,432,823$112,070$12,452iApproximate average salary by contribution assumption: employee only about $311,306 at 4% or $207,537 at 6%; with 50% employer match about $207,537 at 4% or $138,358 at 6%; with 100% employer match about $155,653 at 4% or $103,769 at 6%.
J & M Schaefer Inc 401(K) Profit Sharing Plan & Trust-9$1,432,823$112,070$12,452iApproximate average salary by contribution assumption: employee only about $311,306 at 4% or $207,537 at 6%; with 50% employer match about $207,537 at 4% or $138,358 at 6%; with 100% employer match about $155,653 at 4% or $103,769 at 6%.
2014110$1,366,515$491,386$49,139iApproximate average salary by contribution assumption: employee only about $1,228,465 at 4% or $818,977 at 6%; with 50% employer match about $818,977 at 4% or $545,984 at 6%; with 100% employer match about $614,233 at 4% or $409,488 at 6%.
J & M Schaefer Inc 401(K) Profit Sharing Plan & Trust-10$1,366,515$491,386$49,139iApproximate average salary by contribution assumption: employee only about $1,228,465 at 4% or $818,977 at 6%; with 50% employer match about $818,977 at 4% or $545,984 at 6%; with 100% employer match about $614,233 at 4% or $409,488 at 6%.
201319$1,210,678$98,008$10,890iApproximate average salary by contribution assumption: employee only about $272,244 at 4% or $181,496 at 6%; with 50% employer match about $181,496 at 4% or $120,998 at 6%; with 100% employer match about $136,122 at 4% or $90,748 at 6%.
J & M Schaefer Inc 401(K) Profit Sharing Plan & Trust-9$1,210,678$98,008$10,890iApproximate average salary by contribution assumption: employee only about $272,244 at 4% or $181,496 at 6%; with 50% employer match about $181,496 at 4% or $120,998 at 6%; with 100% employer match about $136,122 at 4% or $90,748 at 6%.
2012110$977,097$95,868$9,587iApproximate average salary by contribution assumption: employee only about $239,670 at 4% or $159,780 at 6%; with 50% employer match about $159,780 at 4% or $106,520 at 6%; with 100% employer match about $119,835 at 4% or $79,890 at 6%.
J & M Schaefer Inc 401(K) Profit Sharing Plan & Trust-10$977,097$95,868$9,587iApproximate average salary by contribution assumption: employee only about $239,670 at 4% or $159,780 at 6%; with 50% employer match about $159,780 at 4% or $106,520 at 6%; with 100% employer match about $119,835 at 4% or $79,890 at 6%.
2011111$785,745$95,595$8,690iApproximate average salary by contribution assumption: employee only about $217,261 at 4% or $144,841 at 6%; with 50% employer match about $144,841 at 4% or $96,561 at 6%; with 100% employer match about $108,631 at 4% or $72,420 at 6%.
J & M Schaefer Inc 401(K) Profit Sharing Plan & Trust-11$785,745$95,595$8,690iApproximate average salary by contribution assumption: employee only about $217,261 at 4% or $144,841 at 6%; with 50% employer match about $144,841 at 4% or $96,561 at 6%; with 100% employer match about $108,631 at 4% or $72,420 at 6%.
2010111$871,553$93,470$8,497iApproximate average salary by contribution assumption: employee only about $212,432 at 4% or $141,621 at 6%; with 50% employer match about $141,621 at 4% or $94,414 at 6%; with 100% employer match about $106,216 at 4% or $70,811 at 6%.
J & M Schaefer Inc 401(K) Profit Sharing Plan & Trust-11$871,553$93,470$8,497iApproximate average salary by contribution assumption: employee only about $212,432 at 4% or $141,621 at 6%; with 50% employer match about $141,621 at 4% or $94,414 at 6%; with 100% employer match about $106,216 at 4% or $70,811 at 6%.
200918$751,793$69,602$8,700iApproximate average salary by contribution assumption: employee only about $217,506 at 4% or $145,004 at 6%; with 50% employer match about $145,004 at 4% or $96,669 at 6%; with 100% employer match about $108,753 at 4% or $72,502 at 6%.
J & M Schaefer Inc 401(K) Profit Sharing Plan & Trust-8$751,793$69,602$8,700iApproximate average salary by contribution assumption: employee only about $217,506 at 4% or $145,004 at 6%; with 50% employer match about $145,004 at 4% or $96,669 at 6%; with 100% employer match about $108,753 at 4% or $72,502 at 6%.
200819$525,702$71,184$7,909iApproximate average salary by contribution assumption: employee only about $197,733 at 4% or $131,822 at 6%; with 50% employer match about $131,822 at 4% or $87,881 at 6%; with 100% employer match about $98,867 at 4% or $65,911 at 6%.
J & M Schaefer Inc. 401K Profit Sharing Plan-9$525,702$71,184$7,909iApproximate average salary by contribution assumption: employee only about $197,733 at 4% or $131,822 at 6%; with 50% employer match about $131,822 at 4% or $87,881 at 6%; with 100% employer match about $98,867 at 4% or $65,911 at 6%.
2007111$829,501$158,409$14,401iApproximate average salary by contribution assumption: employee only about $360,020 at 4% or $240,014 at 6%; with 50% employer match about $240,014 at 4% or $160,009 at 6%; with 100% employer match about $180,010 at 4% or $120,007 at 6%.
J & M Schaefer Inc. 401K Profit Sharing Plan-11$829,501$158,409$14,401iApproximate average salary by contribution assumption: employee only about $360,020 at 4% or $240,014 at 6%; with 50% employer match about $240,014 at 4% or $160,009 at 6%; with 100% employer match about $180,010 at 4% or $120,007 at 6%.
2006112$641,407$47,206$3,934iApproximate average salary by contribution assumption: employee only about $98,346 at 4% or $65,564 at 6%; with 50% employer match about $65,564 at 4% or $43,709 at 6%; with 100% employer match about $49,173 at 4% or $32,782 at 6%.
J & M Schaefer Inc. 401K Profit Sharing Plan-12$641,407$47,206$3,934iApproximate average salary by contribution assumption: employee only about $98,346 at 4% or $65,564 at 6%; with 50% employer match about $65,564 at 4% or $43,709 at 6%; with 100% employer match about $49,173 at 4% or $32,782 at 6%.
2005115$677,430$40,573$2,705iApproximate average salary by contribution assumption: employee only about $67,622 at 4% or $45,081 at 6%; with 50% employer match about $45,081 at 4% or $30,054 at 6%; with 100% employer match about $33,811 at 4% or $22,541 at 6%.
J & M Schaefer Inc. 401K Profit Sharing Plan-15$677,430$40,573$2,705iApproximate average salary by contribution assumption: employee only about $67,622 at 4% or $45,081 at 6%; with 50% employer match about $45,081 at 4% or $30,054 at 6%; with 100% employer match about $33,811 at 4% or $22,541 at 6%.
2004115$715,651$31,645$2,110iApproximate average salary by contribution assumption: employee only about $52,742 at 4% or $35,161 at 6%; with 50% employer match about $35,161 at 4% or $23,441 at 6%; with 100% employer match about $26,371 at 4% or $17,581 at 6%.
J & M Schaefer Inc. 401K Profit Sharing Plan-15$715,651$31,645$2,110iApproximate average salary by contribution assumption: employee only about $52,742 at 4% or $35,161 at 6%; with 50% employer match about $35,161 at 4% or $23,441 at 6%; with 100% employer match about $26,371 at 4% or $17,581 at 6%.
2003119$932,314$50,198$2,642iApproximate average salary by contribution assumption: employee only about $66,050 at 4% or $44,033 at 6%; with 50% employer match about $44,033 at 4% or $29,356 at 6%; with 100% employer match about $33,025 at 4% or $22,017 at 6%.
J & M Schaefer Inc. 401K Profit Sharing Plan-19$932,314$50,198$2,642iApproximate average salary by contribution assumption: employee only about $66,050 at 4% or $44,033 at 6%; with 50% employer match about $44,033 at 4% or $29,356 at 6%; with 100% employer match about $33,025 at 4% or $22,017 at 6%.
2002124$1,096,316$112,077$4,670iApproximate average salary by contribution assumption: employee only about $116,747 at 4% or $77,831 at 6%; with 50% employer match about $77,831 at 4% or $51,888 at 6%; with 100% employer match about $58,373 at 4% or $38,916 at 6%.
J & M Schaefer Inc. 401K Profit Sharing Plan-24$1,096,316$112,077$4,670iApproximate average salary by contribution assumption: employee only about $116,747 at 4% or $77,831 at 6%; with 50% employer match about $77,831 at 4% or $51,888 at 6%; with 100% employer match about $58,373 at 4% or $38,916 at 6%.
2001136$0$0-
J & M Schaefer Inc. 401K Profit Sharing Plan-36---
2000137$1,950,105$193,114$5,219iApproximate average salary by contribution assumption: employee only about $130,482 at 4% or $86,988 at 6%; with 50% employer match about $86,988 at 4% or $57,992 at 6%; with 100% employer match about $65,241 at 4% or $43,494 at 6%.
J & M Schaefer Inc. 401K Profit Sharing Plan-37$1,950,105$193,114$5,219iApproximate average salary by contribution assumption: employee only about $130,482 at 4% or $86,988 at 6%; with 50% employer match about $86,988 at 4% or $57,992 at 6%; with 100% employer match about $65,241 at 4% or $43,494 at 6%.
1999146$2,380,029$287,427$6,248iApproximate average salary by contribution assumption: employee only about $156,210 at 4% or $104,140 at 6%; with 50% employer match about $104,140 at 4% or $69,427 at 6%; with 100% employer match about $78,105 at 4% or $52,070 at 6%.
J & M Schaefer Inc. 401K Profit Sharing Plan-46$2,380,029$287,427$6,248iApproximate average salary by contribution assumption: employee only about $156,210 at 4% or $104,140 at 6%; with 50% employer match about $104,140 at 4% or $69,427 at 6%; with 100% employer match about $78,105 at 4% or $52,070 at 6%.