Civic Intelligence

Scholz & Friends Enlightened Retirement Group Inc.

Plan context: Scholz & Friends Cash Balance Plan

EIN 20-0070178 • San Antonio, TX • 21 filings • 4 plans

1020 NE Loop 410Suite 600San Antonio, TX 78209
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$1,470,287

2019 Contributions

$340,170

Historical Graphs

Total Assets Over Time

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

$3,008,770$1,504,385$0200420132019YearValue
$1,470,287Latest year 2019

Participants Over Time

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

1370200420122019YearValue
2Latest year 2019

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
201922$1,470,287$340,170$170,085iApproximate average salary by contribution assumption: employee only about $4,252,125 at 4% or $2,834,750 at 6%; with 50% employer match about $2,834,750 at 4% or $1,889,833 at 6%; with 100% employer match about $2,126,063 at 4% or $1,417,375 at 6%.
Scholz & Friends Cash Balance Plan-2$1,470,287$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Scholz & Friends Enlightened Retirement Group Inc. 401(K) Plan-0$0$140,170-
2018212$3,008,770$502,022$41,835iApproximate average salary by contribution assumption: employee only about $1,045,879 at 4% or $697,253 at 6%; with 50% employer match about $697,253 at 4% or $464,835 at 6%; with 100% employer match about $522,940 at 4% or $348,626 at 6%.
Scholz & Friends Enlightened Retirement Group Inc. 401(K) Plan-12$1,869,842$187,022$15,585iApproximate average salary by contribution assumption: employee only about $389,629 at 4% or $259,753 at 6%; with 50% employer match about $259,753 at 4% or $173,169 at 6%; with 100% employer match about $194,815 at 4% or $129,876 at 6%.
Scholz & Friends Cash Balance Plan-12$1,138,928$315,000$26,250iApproximate average salary by contribution assumption: employee only about $656,250 at 4% or $437,500 at 6%; with 50% employer match about $437,500 at 4% or $291,667 at 6%; with 100% employer match about $328,125 at 4% or $218,750 at 6%.
2017212$2,918,443$392,417$32,701iApproximate average salary by contribution assumption: employee only about $817,535 at 4% or $545,024 at 6%; with 50% employer match about $545,024 at 4% or $363,349 at 6%; with 100% employer match about $408,768 at 4% or $272,512 at 6%.
Scholz & Friends Enlightened Retirement Group Inc. 401(K) Plan-12$2,046,246$167,417$13,951iApproximate average salary by contribution assumption: employee only about $348,785 at 4% or $232,524 at 6%; with 50% employer match about $232,524 at 4% or $155,016 at 6%; with 100% employer match about $174,393 at 4% or $116,262 at 6%.
Scholz & Friends Cash Balance Plan-11$872,197$225,000$20,455iApproximate average salary by contribution assumption: employee only about $511,364 at 4% or $340,909 at 6%; with 50% employer match about $340,909 at 4% or $227,273 at 6%; with 100% employer match about $255,682 at 4% or $170,455 at 6%.
2016213$2,166,304$430,589$33,122iApproximate average salary by contribution assumption: employee only about $828,056 at 4% or $552,037 at 6%; with 50% employer match about $552,037 at 4% or $368,025 at 6%; with 100% employer match about $414,028 at 4% or $276,019 at 6%.
Scholz & Friends Enlightened Retirement Group Inc. 401(K) Plan-13$1,611,470$180,589$13,891iApproximate average salary by contribution assumption: employee only about $347,287 at 4% or $231,524 at 6%; with 50% employer match about $231,524 at 4% or $154,350 at 6%; with 100% employer match about $173,643 at 4% or $115,762 at 6%.
Scholz & Friends Cash Balance Plan-13$554,834$250,000$19,231iApproximate average salary by contribution assumption: employee only about $480,769 at 4% or $320,513 at 6%; with 50% employer match about $320,513 at 4% or $213,675 at 6%; with 100% employer match about $240,385 at 4% or $160,256 at 6%.
201529$1,613,470$455,389$50,599iApproximate average salary by contribution assumption: employee only about $1,264,969 at 4% or $843,313 at 6%; with 50% employer match about $843,313 at 4% or $562,209 at 6%; with 100% employer match about $632,485 at 4% or $421,656 at 6%.
Scholz & Friends Enlightened Retirement Group Inc. 401(K) Plan-9$1,349,971$191,890$21,321iApproximate average salary by contribution assumption: employee only about $533,028 at 4% or $355,352 at 6%; with 50% employer match about $355,352 at 4% or $236,901 at 6%; with 100% employer match about $266,514 at 4% or $177,676 at 6%.
Scholz & Friends Cash Balance Plan-9$263,499$263,499$29,278iApproximate average salary by contribution assumption: employee only about $731,942 at 4% or $487,961 at 6%; with 50% employer match about $487,961 at 4% or $325,307 at 6%; with 100% employer match about $365,971 at 4% or $243,981 at 6%.
2014110$2,410,500$181,521$18,152iApproximate average salary by contribution assumption: employee only about $453,802 at 4% or $302,535 at 6%; with 50% employer match about $302,535 at 4% or $201,690 at 6%; with 100% employer match about $226,901 at 4% or $151,268 at 6%.
Scholz & Friends Enlightened Retirement Group Inc. 401(K) Plan-10$2,410,500$181,521$18,152iApproximate average salary by contribution assumption: employee only about $453,802 at 4% or $302,535 at 6%; with 50% employer match about $302,535 at 4% or $201,690 at 6%; with 100% employer match about $226,901 at 4% or $151,268 at 6%.
2013110$2,094,710$174,437$17,444iApproximate average salary by contribution assumption: employee only about $436,093 at 4% or $290,728 at 6%; with 50% employer match about $290,728 at 4% or $193,819 at 6%; with 100% employer match about $218,046 at 4% or $145,364 at 6%.
Scholz & Friends Enlightened Retirement Group Inc. 401(K) Plan-10$2,094,710$174,437$17,444iApproximate average salary by contribution assumption: employee only about $436,093 at 4% or $290,728 at 6%; with 50% employer match about $290,728 at 4% or $193,819 at 6%; with 100% employer match about $218,046 at 4% or $145,364 at 6%.
2012111$1,659,640$172,858$15,714iApproximate average salary by contribution assumption: employee only about $392,859 at 4% or $261,906 at 6%; with 50% employer match about $261,906 at 4% or $174,604 at 6%; with 100% employer match about $196,430 at 4% or $130,953 at 6%.
Scholz & Friends Enlightened Retirement Group Inc. 401(K) Plan-11$1,659,640$172,858$15,714iApproximate average salary by contribution assumption: employee only about $392,859 at 4% or $261,906 at 6%; with 50% employer match about $261,906 at 4% or $174,604 at 6%; with 100% employer match about $196,430 at 4% or $130,953 at 6%.
2011110$1,323,679$140,821$14,082iApproximate average salary by contribution assumption: employee only about $352,053 at 4% or $234,702 at 6%; with 50% employer match about $234,702 at 4% or $156,468 at 6%; with 100% employer match about $176,026 at 4% or $117,351 at 6%.
Scholz & Friends Enlightened Retirement Group Inc. 401(K) Plan-10$1,323,679$140,821$14,082iApproximate average salary by contribution assumption: employee only about $352,053 at 4% or $234,702 at 6%; with 50% employer match about $234,702 at 4% or $156,468 at 6%; with 100% employer match about $176,026 at 4% or $117,351 at 6%.
201018$1,217,315$170,929$21,366iApproximate average salary by contribution assumption: employee only about $534,153 at 4% or $356,102 at 6%; with 50% employer match about $356,102 at 4% or $237,401 at 6%; with 100% employer match about $267,077 at 4% or $178,051 at 6%.
Scholz & Friends Enlightened Retirement Group Inc. 401(K) Plan-8$1,217,315$170,929$21,366iApproximate average salary by contribution assumption: employee only about $534,153 at 4% or $356,102 at 6%; with 50% employer match about $356,102 at 4% or $237,401 at 6%; with 100% employer match about $267,077 at 4% or $178,051 at 6%.
200918$891,123$95,262$11,908iApproximate average salary by contribution assumption: employee only about $297,694 at 4% or $198,463 at 6%; with 50% employer match about $198,463 at 4% or $132,308 at 6%; with 100% employer match about $148,847 at 4% or $99,231 at 6%.
Scholz & Friends Enlightened Retirement Group Inc. 401(K) Plan-8$891,123$95,262$11,908iApproximate average salary by contribution assumption: employee only about $297,694 at 4% or $198,463 at 6%; with 50% employer match about $198,463 at 4% or $132,308 at 6%; with 100% employer match about $148,847 at 4% or $99,231 at 6%.
200816$0$0-
Scholz & Friends Enlightened Retirement Group Inc. 401(K) Plan-6---
200714$0$0-
Scholz & Friends Enlightened Retirement Group Inc. 401(K) Plan-4---
200613$647,972$91,178$30,393iApproximate average salary by contribution assumption: employee only about $759,817 at 4% or $506,544 at 6%; with 50% employer match about $506,544 at 4% or $337,696 at 6%; with 100% employer match about $379,908 at 4% or $253,272 at 6%.
Scholz & Friends Enlightened Retirement Group Inc. 401(K) Plan-3$647,972$91,178$30,393iApproximate average salary by contribution assumption: employee only about $759,817 at 4% or $506,544 at 6%; with 50% employer match about $506,544 at 4% or $337,696 at 6%; with 100% employer match about $379,908 at 4% or $253,272 at 6%.
200512$488,001$88,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Scholz & Friends Enlightened Retirement Group Inc. 401(K) Plan-2$488,001$88,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
200412$357,221$321,350$160,675iApproximate average salary by contribution assumption: employee only about $4,016,875 at 4% or $2,677,917 at 6%; with 50% employer match about $2,677,917 at 4% or $1,785,278 at 6%; with 100% employer match about $2,008,438 at 4% or $1,338,958 at 6%.
Scholz & Friends Enlightened Retirement Group Inc. 401(K) Plan-2$357,221$321,350$160,675iApproximate average salary by contribution assumption: employee only about $4,016,875 at 4% or $2,677,917 at 6%; with 50% employer match about $2,677,917 at 4% or $1,785,278 at 6%; with 100% employer match about $2,008,438 at 4% or $1,338,958 at 6%.