Civic Intelligence

Schroder, Joseph & Associates LLP

Plan context: Schroder, Joseph & Associates LLP 401(K) Profit Sharing Plan

EIN 16-1614650 • Buffalo, NY • 23 filings • 5 plans

394 Franklin Street FL 2Buffalo, NY 14202
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,885,751

2024 Contributions

$51,346

Historical Graphs

Total Assets Over Time

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

$1,885,751$942,876$0200420152024YearValue
$1,885,751Latest year 2024

Participants Over Time

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

950200220132024YearValue
7Latest 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
202417$1,885,751$51,346$7,335iApproximate average salary by contribution assumption: employee only about $183,379 at 4% or $122,252 at 6%; with 50% employer match about $122,252 at 4% or $81,502 at 6%; with 100% employer match about $91,689 at 4% or $61,126 at 6%.
Schroder, Joseph & Associates LLP 401(K) Profit Sharing Plan-7$1,885,751$51,346$7,335iApproximate average salary by contribution assumption: employee only about $183,379 at 4% or $122,252 at 6%; with 50% employer match about $122,252 at 4% or $81,502 at 6%; with 100% employer match about $91,689 at 4% or $61,126 at 6%.
202316$1,657,842$53,809$8,968iApproximate average salary by contribution assumption: employee only about $224,204 at 4% or $149,469 at 6%; with 50% employer match about $149,469 at 4% or $99,646 at 6%; with 100% employer match about $112,102 at 4% or $74,735 at 6%.
Schroder, Joseph & Associates LLP 401(K) Profit Sharing Plan-6$1,657,842$53,809$8,968iApproximate average salary by contribution assumption: employee only about $224,204 at 4% or $149,469 at 6%; with 50% employer match about $149,469 at 4% or $99,646 at 6%; with 100% employer match about $112,102 at 4% or $74,735 at 6%.
202216$1,417,107$46,124$7,687iApproximate average salary by contribution assumption: employee only about $192,183 at 4% or $128,122 at 6%; with 50% employer match about $128,122 at 4% or $85,415 at 6%; with 100% employer match about $96,092 at 4% or $64,061 at 6%.
Schroder, Joseph & Associates LLP 401(K) Profit Sharing Plan-6$1,417,107$46,124$7,687iApproximate average salary by contribution assumption: employee only about $192,183 at 4% or $128,122 at 6%; with 50% employer match about $128,122 at 4% or $85,415 at 6%; with 100% employer match about $96,092 at 4% or $64,061 at 6%.
202117$1,722,244$47,260$6,751iApproximate average salary by contribution assumption: employee only about $168,786 at 4% or $112,524 at 6%; with 50% employer match about $112,524 at 4% or $75,016 at 6%; with 100% employer match about $84,393 at 4% or $56,262 at 6%.
Schroder, Joseph & Associates LLP 401(K) Profit Sharing Plan-7$1,722,244$47,260$6,751iApproximate average salary by contribution assumption: employee only about $168,786 at 4% or $112,524 at 6%; with 50% employer match about $112,524 at 4% or $75,016 at 6%; with 100% employer match about $84,393 at 4% or $56,262 at 6%.
202017$1,488,877$43,114$6,159iApproximate average salary by contribution assumption: employee only about $153,979 at 4% or $102,652 at 6%; with 50% employer match about $102,652 at 4% or $68,435 at 6%; with 100% employer match about $76,989 at 4% or $51,326 at 6%.
Schroder, Joseph & Associates LLP 401(K) Profit Sharing Plan-7$1,488,877$43,114$6,159iApproximate average salary by contribution assumption: employee only about $153,979 at 4% or $102,652 at 6%; with 50% employer match about $102,652 at 4% or $68,435 at 6%; with 100% employer match about $76,989 at 4% or $51,326 at 6%.
201917$1,225,786$37,773$5,396iApproximate average salary by contribution assumption: employee only about $134,904 at 4% or $89,936 at 6%; with 50% employer match about $89,936 at 4% or $59,957 at 6%; with 100% employer match about $67,452 at 4% or $44,968 at 6%.
Schroder, Joseph & Associates LLP 401(K) Profit Sharing Plan-7$1,225,786$37,773$5,396iApproximate average salary by contribution assumption: employee only about $134,904 at 4% or $89,936 at 6%; with 50% employer match about $89,936 at 4% or $59,957 at 6%; with 100% employer match about $67,452 at 4% or $44,968 at 6%.
201819$1,001,732$35,721$3,969iApproximate average salary by contribution assumption: employee only about $99,225 at 4% or $66,150 at 6%; with 50% employer match about $66,150 at 4% or $44,100 at 6%; with 100% employer match about $49,613 at 4% or $33,075 at 6%.
Schroder, Joseph & Associates LLP 401(K) Profit Sharing Plan-9$1,001,732$35,721$3,969iApproximate average salary by contribution assumption: employee only about $99,225 at 4% or $66,150 at 6%; with 50% employer match about $66,150 at 4% or $44,100 at 6%; with 100% employer match about $49,613 at 4% or $33,075 at 6%.
201719$1,061,611$32,660$3,629iApproximate average salary by contribution assumption: employee only about $90,722 at 4% or $60,481 at 6%; with 50% employer match about $60,481 at 4% or $40,321 at 6%; with 100% employer match about $45,361 at 4% or $30,241 at 6%.
Schroder, Joseph & Associates LLP 401(K) Profit Sharing Plan-9$1,061,611$32,660$3,629iApproximate average salary by contribution assumption: employee only about $90,722 at 4% or $60,481 at 6%; with 50% employer match about $60,481 at 4% or $40,321 at 6%; with 100% employer match about $45,361 at 4% or $30,241 at 6%.
201618$894,383$32,691$4,086iApproximate average salary by contribution assumption: employee only about $102,159 at 4% or $68,106 at 6%; with 50% employer match about $68,106 at 4% or $45,404 at 6%; with 100% employer match about $51,080 at 4% or $34,053 at 6%.
Schroder, Joseph & Associates LLP 401(K) Profit Sharing Plan-8$894,383$32,691$4,086iApproximate average salary by contribution assumption: employee only about $102,159 at 4% or $68,106 at 6%; with 50% employer match about $68,106 at 4% or $45,404 at 6%; with 100% employer match about $51,080 at 4% or $34,053 at 6%.
201518$781,234$145,616$18,202iApproximate average salary by contribution assumption: employee only about $455,050 at 4% or $303,367 at 6%; with 50% employer match about $303,367 at 4% or $202,244 at 6%; with 100% employer match about $227,525 at 4% or $151,683 at 6%.
Schroder, Joseph & Associates LLP 401(K) Profit Sharing Plan-8$781,234$145,616$18,202iApproximate average salary by contribution assumption: employee only about $455,050 at 4% or $303,367 at 6%; with 50% employer match about $303,367 at 4% or $202,244 at 6%; with 100% employer match about $227,525 at 4% or $151,683 at 6%.
201418$646,146$118,421$14,803iApproximate average salary by contribution assumption: employee only about $370,066 at 4% or $246,710 at 6%; with 50% employer match about $246,710 at 4% or $164,474 at 6%; with 100% employer match about $185,033 at 4% or $123,355 at 6%.
Schroder, Joseph & Associates LLP 401(K) Profit Sharing Plan-8$646,146$118,421$14,803iApproximate average salary by contribution assumption: employee only about $370,066 at 4% or $246,710 at 6%; with 50% employer match about $246,710 at 4% or $164,474 at 6%; with 100% employer match about $185,033 at 4% or $123,355 at 6%.
201318$527,787$29,444$3,681iApproximate average salary by contribution assumption: employee only about $92,013 at 4% or $61,342 at 6%; with 50% employer match about $61,342 at 4% or $40,894 at 6%; with 100% employer match about $46,006 at 4% or $30,671 at 6%.
Schroder, Joseph & Associates LLP 401(K) Profit Sharing Plan-8$527,787$29,444$3,681iApproximate average salary by contribution assumption: employee only about $92,013 at 4% or $61,342 at 6%; with 50% employer match about $61,342 at 4% or $40,894 at 6%; with 100% employer match about $46,006 at 4% or $30,671 at 6%.
201217$406,659$33,449$4,778iApproximate average salary by contribution assumption: employee only about $119,461 at 4% or $79,640 at 6%; with 50% employer match about $79,640 at 4% or $53,094 at 6%; with 100% employer match about $59,730 at 4% or $39,820 at 6%.
Schroder, Joseph & Associates LLP 401(K) Profit Sharing Plan-7$406,659$33,449$4,778iApproximate average salary by contribution assumption: employee only about $119,461 at 4% or $79,640 at 6%; with 50% employer match about $79,640 at 4% or $53,094 at 6%; with 100% employer match about $59,730 at 4% or $39,820 at 6%.
201115$339,019$55,290$11,058iApproximate average salary by contribution assumption: employee only about $276,450 at 4% or $184,300 at 6%; with 50% employer match about $184,300 at 4% or $122,867 at 6%; with 100% employer match about $138,225 at 4% or $92,150 at 6%.
Schroder, Joseph & Associates LLP 401(K) Profit Sharing Plan-5$339,019$55,290$11,058iApproximate average salary by contribution assumption: employee only about $276,450 at 4% or $184,300 at 6%; with 50% employer match about $184,300 at 4% or $122,867 at 6%; with 100% employer match about $138,225 at 4% or $92,150 at 6%.
201015$301,816$25,354$5,071iApproximate average salary by contribution assumption: employee only about $126,770 at 4% or $84,513 at 6%; with 50% employer match about $84,513 at 4% or $56,342 at 6%; with 100% employer match about $63,385 at 4% or $42,257 at 6%.
Schroder, Joseph & Associates LLP 401(K) Profit Sharing Plan-5$301,816$25,354$5,071iApproximate average salary by contribution assumption: employee only about $126,770 at 4% or $84,513 at 6%; with 50% employer match about $84,513 at 4% or $56,342 at 6%; with 100% employer match about $63,385 at 4% or $42,257 at 6%.
200915$302,452$75,150$15,030iApproximate average salary by contribution assumption: employee only about $375,750 at 4% or $250,500 at 6%; with 50% employer match about $250,500 at 4% or $167,000 at 6%; with 100% employer match about $187,875 at 4% or $125,250 at 6%.
Schroder, Joseph & Associates LLP 401(K) Profit Sharing Plan-5$302,452$75,150$15,030iApproximate average salary by contribution assumption: employee only about $375,750 at 4% or $250,500 at 6%; with 50% employer match about $250,500 at 4% or $167,000 at 6%; with 100% employer match about $187,875 at 4% or $125,250 at 6%.
200814$0$0-
Schroder, Joseph & Associates LLP 401(K) Profit Sharing Plan-4---
200714$0$0-
Schroder, Joseph & Associates LLP 401(K) Profit Sharing Plan-4---
200615$147,814$32,727$6,545iApproximate average salary by contribution assumption: employee only about $163,635 at 4% or $109,090 at 6%; with 50% employer match about $109,090 at 4% or $72,727 at 6%; with 100% employer match about $81,818 at 4% or $54,545 at 6%.
Schroder, Joseph & Associates LLP 401(K) Profit Sharing Plan-5$147,814$32,727$6,545iApproximate average salary by contribution assumption: employee only about $163,635 at 4% or $109,090 at 6%; with 50% employer match about $109,090 at 4% or $72,727 at 6%; with 100% employer match about $81,818 at 4% or $54,545 at 6%.
200516$108,061$32,727$5,455iApproximate average salary by contribution assumption: employee only about $136,363 at 4% or $90,908 at 6%; with 50% employer match about $90,908 at 4% or $60,606 at 6%; with 100% employer match about $68,181 at 4% or $45,454 at 6%.
Schroder, Joseph & Associates LLP 401(K) Profit Sharing Plan-6$108,061$32,727$5,455iApproximate average salary by contribution assumption: employee only about $136,363 at 4% or $90,908 at 6%; with 50% employer match about $90,908 at 4% or $60,606 at 6%; with 100% employer match about $68,181 at 4% or $45,454 at 6%.
200413$70,711$5,402$1,801iApproximate average salary by contribution assumption: employee only about $45,017 at 4% or $30,011 at 6%; with 50% employer match about $30,011 at 4% or $20,007 at 6%; with 100% employer match about $22,508 at 4% or $15,006 at 6%.
Schroder, Joseph & Associates LLP 401(K) Profit Sharing Plan-3$70,711$5,402$1,801iApproximate average salary by contribution assumption: employee only about $45,017 at 4% or $30,011 at 6%; with 50% employer match about $30,011 at 4% or $20,007 at 6%; with 100% employer match about $22,508 at 4% or $15,006 at 6%.
200313$0$0-
Schroder, Joseph & Associates LLP 401(K) Profit Sharing Plan-3---
200214$0$0-
Schroder, Joseph & Associates LLP 401(K) Profit Sharing Plan-4---