Civic Intelligence

Schear Financial Services LLC

Plan context: SCHEAR FINANCIAL SERVICES, LLC 401(K) PLAN

EIN 20-0339525 • Dayton, OH • 10 filings • 2 plans

205 Sugar Camp CircleDayton, OH 45409
Current Snapshot

Latest Year

2024

2024 Participants

54

2024 Assets

$4,120,172

2024 Contributions

$655,890

Historical Graphs

Total Assets Over Time

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

$4,120,172$2,060,086$0201920222024YearValue
$4,120,172Latest year 2024

Participants Over Time

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

164820201920222024YearValue
54Latest 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
2024154$4,120,172$655,890$12,146iApproximate average salary by contribution assumption: employee only about $303,653 at 4% or $202,435 at 6%; with 50% employer match about $202,435 at 4% or $134,957 at 6%; with 100% employer match about $151,826 at 4% or $101,218 at 6%.
SCHEAR FINANCIAL SERVICES, LLC 401(K) PLAN-54$4,120,172$655,890$12,146iApproximate average salary by contribution assumption: employee only about $303,653 at 4% or $202,435 at 6%; with 50% employer match about $202,435 at 4% or $134,957 at 6%; with 100% employer match about $151,826 at 4% or $101,218 at 6%.
2023260$3,298,030$726,758$12,113iApproximate average salary by contribution assumption: employee only about $302,816 at 4% or $201,877 at 6%; with 50% employer match about $201,877 at 4% or $134,585 at 6%; with 100% employer match about $151,408 at 4% or $100,939 at 6%.
SCHEAR FINANCIAL SERVICES, LLC 401(K) PLAN-58$3,298,030$726,758$12,530iApproximate average salary by contribution assumption: employee only about $313,258 at 4% or $208,839 at 6%; with 50% employer match about $208,839 at 4% or $139,226 at 6%; with 100% employer match about $156,629 at 4% or $104,419 at 6%.
Schear Financial Services LLC Employee Benefit Plan-60---
20222133$2,645,819$797,331$5,995iApproximate average salary by contribution assumption: employee only about $149,874 at 4% or $99,916 at 6%; with 50% employer match about $99,916 at 4% or $66,611 at 6%; with 100% employer match about $74,937 at 4% or $49,958 at 6%.
SCHEAR FINANCIAL SERVICES, LLC 401(K) PLAN-130$2,645,819$797,331$6,133iApproximate average salary by contribution assumption: employee only about $153,333 at 4% or $102,222 at 6%; with 50% employer match about $102,222 at 4% or $68,148 at 6%; with 100% employer match about $76,666 at 4% or $51,111 at 6%.
Schear Financial Services LLC Employee Benefit Plan-133---
20212148$2,559,715$792,576$5,355iApproximate average salary by contribution assumption: employee only about $133,881 at 4% or $89,254 at 6%; with 50% employer match about $89,254 at 4% or $59,503 at 6%; with 100% employer match about $66,941 at 4% or $44,627 at 6%.
SCHEAR FINANCIAL SERVICES, LLC 401(K) PLAN-111$2,559,715$792,576$7,140iApproximate average salary by contribution assumption: employee only about $178,508 at 4% or $119,005 at 6%; with 50% employer match about $119,005 at 4% or $79,337 at 6%; with 100% employer match about $89,254 at 4% or $59,503 at 6%.
Schear Financial Services LLC Employee Benefit Plan-148---
20202164$1,566,055$706,548$4,308iApproximate average salary by contribution assumption: employee only about $107,705 at 4% or $71,804 at 6%; with 50% employer match about $71,804 at 4% or $47,869 at 6%; with 100% employer match about $53,853 at 4% or $35,902 at 6%.
SCHEAR FINANCIAL SERVICES, LLC 401(K) PLAN-65$1,566,055$706,548$10,870iApproximate average salary by contribution assumption: employee only about $271,749 at 4% or $181,166 at 6%; with 50% employer match about $181,166 at 4% or $120,777 at 6%; with 100% employer match about $135,875 at 4% or $90,583 at 6%.
Schear Financial Services LLC Employee Benefit Plan-164---
2019152$641,654$614,210$11,812iApproximate average salary by contribution assumption: employee only about $295,293 at 4% or $196,862 at 6%; with 50% employer match about $196,862 at 4% or $131,241 at 6%; with 100% employer match about $147,647 at 4% or $98,431 at 6%.
SCHEAR FINANCIAL SERVICES, LLC 401(K) PLAN-52$641,654$614,210$11,812iApproximate average salary by contribution assumption: employee only about $295,293 at 4% or $196,862 at 6%; with 50% employer match about $196,862 at 4% or $131,241 at 6%; with 100% employer match about $147,647 at 4% or $98,431 at 6%.