Carolina Retirement Services Of
Plan context: Schonberg & Associates 401(K) Plan
EIN 20-0258028 • 5 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
139
2018 Assets
$304,000
2018 Contributions
$128,527
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $128,527 | - |
| Schonberg & Associates 401(K) Plan | - | 0 | - | $128,527 | - |
| 2017 | 1 | 139 | $304,000 | $113,021 | $813iApproximate average salary by contribution assumption: employee only about $20,328 at 4% or $13,552 at 6%; with 50% employer match about $13,552 at 4% or $9,034 at 6%; with 100% employer match about $10,164 at 4% or $6,776 at 6%. |
| Schonberg & Associates 401(K) Plan | - | 139 | $304,000 | $113,021 | $813iApproximate average salary by contribution assumption: employee only about $20,328 at 4% or $13,552 at 6%; with 50% employer match about $13,552 at 4% or $9,034 at 6%; with 100% employer match about $10,164 at 4% or $6,776 at 6%. |
| 2016 | 1 | 149 | $222,096 | $101,176 | $679iApproximate average salary by contribution assumption: employee only about $16,976 at 4% or $11,317 at 6%; with 50% employer match about $11,317 at 4% or $7,545 at 6%; with 100% employer match about $8,488 at 4% or $5,659 at 6%. |
| Schonberg & Associates 401(K) Plan | - | 149 | $222,096 | $101,176 | $679iApproximate average salary by contribution assumption: employee only about $16,976 at 4% or $11,317 at 6%; with 50% employer match about $11,317 at 4% or $7,545 at 6%; with 100% employer match about $8,488 at 4% or $5,659 at 6%. |
| 2015 | 1 | 121 | $153,355 | $116,390 | $962iApproximate average salary by contribution assumption: employee only about $24,048 at 4% or $16,032 at 6%; with 50% employer match about $16,032 at 4% or $10,688 at 6%; with 100% employer match about $12,024 at 4% or $8,016 at 6%. |
| Schonberg & Associates 401(K) Plan | - | 121 | $153,355 | $116,390 | $962iApproximate average salary by contribution assumption: employee only about $24,048 at 4% or $16,032 at 6%; with 50% employer match about $16,032 at 4% or $10,688 at 6%; with 100% employer match about $12,024 at 4% or $8,016 at 6%. |
| 2014 | 1 | 130 | $95,402 | $100,197 | $771iApproximate average salary by contribution assumption: employee only about $19,269 at 4% or $12,846 at 6%; with 50% employer match about $12,846 at 4% or $8,564 at 6%; with 100% employer match about $9,634 at 4% or $6,423 at 6%. |
| Schonberg & Associates 401(K) Plan | - | 130 | $95,402 | $100,197 | $771iApproximate average salary by contribution assumption: employee only about $19,269 at 4% or $12,846 at 6%; with 50% employer match about $12,846 at 4% or $8,564 at 6%; with 100% employer match about $9,634 at 4% or $6,423 at 6%. |