Civic Intelligence

Schubert & Evans PC

Plan context: Schubert & Evans PC 401(K) Plan

EIN 20-0606345 • Dallas, TX • 18 filings • 2 plans

900 Jackson StreetSuite 630Dallas, TX 75202
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,393,502

2024 Contributions

$103,832

Historical Graphs

Total Assets Over Time

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

$2,393,502$1,196,751$0200620162024YearValue
$2,393,502Latest year 2024

Participants Over Time

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

420200620162024YearValue
4Latest 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
202414$2,393,502$103,832$25,958iApproximate average salary by contribution assumption: employee only about $648,950 at 4% or $432,633 at 6%; with 50% employer match about $432,633 at 4% or $288,422 at 6%; with 100% employer match about $324,475 at 4% or $216,317 at 6%.
Schubert & Evans PC 401(K) Plan-4$2,393,502$103,832$25,958iApproximate average salary by contribution assumption: employee only about $648,950 at 4% or $432,633 at 6%; with 50% employer match about $432,633 at 4% or $288,422 at 6%; with 100% employer match about $324,475 at 4% or $216,317 at 6%.
202314$1,979,549$95,158$23,790iApproximate average salary by contribution assumption: employee only about $594,738 at 4% or $396,492 at 6%; with 50% employer match about $396,492 at 4% or $264,328 at 6%; with 100% employer match about $297,369 at 4% or $198,246 at 6%.
Schubert & Evans PC 401(K) Plan-4$1,979,549$95,158$23,790iApproximate average salary by contribution assumption: employee only about $594,738 at 4% or $396,492 at 6%; with 50% employer match about $396,492 at 4% or $264,328 at 6%; with 100% employer match about $297,369 at 4% or $198,246 at 6%.
202214$1,636,939$93,083$23,271iApproximate average salary by contribution assumption: employee only about $581,769 at 4% or $387,846 at 6%; with 50% employer match about $387,846 at 4% or $258,564 at 6%; with 100% employer match about $290,884 at 4% or $193,923 at 6%.
Schubert & Evans PC 401(K) Plan-4$1,636,939$93,083$23,271iApproximate average salary by contribution assumption: employee only about $581,769 at 4% or $387,846 at 6%; with 50% employer match about $387,846 at 4% or $258,564 at 6%; with 100% employer match about $290,884 at 4% or $193,923 at 6%.
202114$1,967,980$55,700$13,925iApproximate average salary by contribution assumption: employee only about $348,125 at 4% or $232,083 at 6%; with 50% employer match about $232,083 at 4% or $154,722 at 6%; with 100% employer match about $174,063 at 4% or $116,042 at 6%.
Schubert & Evans PC 401(K) Plan-4$1,967,980$55,700$13,925iApproximate average salary by contribution assumption: employee only about $348,125 at 4% or $232,083 at 6%; with 50% employer match about $232,083 at 4% or $154,722 at 6%; with 100% employer match about $174,063 at 4% or $116,042 at 6%.
202014$1,668,881$70,097$17,524iApproximate average salary by contribution assumption: employee only about $438,106 at 4% or $292,071 at 6%; with 50% employer match about $292,071 at 4% or $194,714 at 6%; with 100% employer match about $219,053 at 4% or $146,035 at 6%.
Schubert & Evans PC 401(K) Plan-4$1,668,881$70,097$17,524iApproximate average salary by contribution assumption: employee only about $438,106 at 4% or $292,071 at 6%; with 50% employer match about $292,071 at 4% or $194,714 at 6%; with 100% employer match about $219,053 at 4% or $146,035 at 6%.
201914$1,401,051$67,983$16,996iApproximate average salary by contribution assumption: employee only about $424,894 at 4% or $283,263 at 6%; with 50% employer match about $283,263 at 4% or $188,842 at 6%; with 100% employer match about $212,447 at 4% or $141,631 at 6%.
Schubert & Evans PC 401(K) Plan-4$1,401,051$67,983$16,996iApproximate average salary by contribution assumption: employee only about $424,894 at 4% or $283,263 at 6%; with 50% employer match about $283,263 at 4% or $188,842 at 6%; with 100% employer match about $212,447 at 4% or $141,631 at 6%.
201814$1,092,622$50,841$12,710iApproximate average salary by contribution assumption: employee only about $317,756 at 4% or $211,838 at 6%; with 50% employer match about $211,838 at 4% or $141,225 at 6%; with 100% employer match about $158,878 at 4% or $105,919 at 6%.
Schubert & Evans PC 401(K) Plan-4$1,092,622$50,841$12,710iApproximate average salary by contribution assumption: employee only about $317,756 at 4% or $211,838 at 6%; with 50% employer match about $211,838 at 4% or $141,225 at 6%; with 100% employer match about $158,878 at 4% or $105,919 at 6%.
201714$1,132,952$81,988$20,497iApproximate average salary by contribution assumption: employee only about $512,425 at 4% or $341,617 at 6%; with 50% employer match about $341,617 at 4% or $227,744 at 6%; with 100% employer match about $256,213 at 4% or $170,808 at 6%.
Schubert & Evans PC 401(K) Plan-4$1,132,952$81,988$20,497iApproximate average salary by contribution assumption: employee only about $512,425 at 4% or $341,617 at 6%; with 50% employer match about $341,617 at 4% or $227,744 at 6%; with 100% employer match about $256,213 at 4% or $170,808 at 6%.
201614$894,366$83,849$20,962iApproximate average salary by contribution assumption: employee only about $524,056 at 4% or $349,371 at 6%; with 50% employer match about $349,371 at 4% or $232,914 at 6%; with 100% employer match about $262,028 at 4% or $174,685 at 6%.
Schubert & Evans PC 401(K) Plan-4$894,366$83,849$20,962iApproximate average salary by contribution assumption: employee only about $524,056 at 4% or $349,371 at 6%; with 50% employer match about $349,371 at 4% or $232,914 at 6%; with 100% employer match about $262,028 at 4% or $174,685 at 6%.
201514$762,711$81,960$20,490iApproximate average salary by contribution assumption: employee only about $512,250 at 4% or $341,500 at 6%; with 50% employer match about $341,500 at 4% or $227,667 at 6%; with 100% employer match about $256,125 at 4% or $170,750 at 6%.
Schubert & Evans PC 401(K) Plan-4$762,711$81,960$20,490iApproximate average salary by contribution assumption: employee only about $512,250 at 4% or $341,500 at 6%; with 50% employer match about $341,500 at 4% or $227,667 at 6%; with 100% employer match about $256,125 at 4% or $170,750 at 6%.
201414$693,511$77,697$19,424iApproximate average salary by contribution assumption: employee only about $485,606 at 4% or $323,738 at 6%; with 50% employer match about $323,738 at 4% or $215,825 at 6%; with 100% employer match about $242,803 at 4% or $161,869 at 6%.
Schubert & Evans PC 401(K) Plan-4$693,511$77,697$19,424iApproximate average salary by contribution assumption: employee only about $485,606 at 4% or $323,738 at 6%; with 50% employer match about $323,738 at 4% or $215,825 at 6%; with 100% employer match about $242,803 at 4% or $161,869 at 6%.
201313$595,388$69,077$23,026iApproximate average salary by contribution assumption: employee only about $575,642 at 4% or $383,761 at 6%; with 50% employer match about $383,761 at 4% or $255,841 at 6%; with 100% employer match about $287,821 at 4% or $191,881 at 6%.
Schubert & Evans PC 401(K) Plan-3$595,388$69,077$23,026iApproximate average salary by contribution assumption: employee only about $575,642 at 4% or $383,761 at 6%; with 50% employer match about $383,761 at 4% or $255,841 at 6%; with 100% employer match about $287,821 at 4% or $191,881 at 6%.
201213$424,773$52,003$17,334iApproximate average salary by contribution assumption: employee only about $433,358 at 4% or $288,906 at 6%; with 50% employer match about $288,906 at 4% or $192,604 at 6%; with 100% employer match about $216,679 at 4% or $144,453 at 6%.
Schubert & Evans PC 401(K) Plan-3$424,773$52,003$17,334iApproximate average salary by contribution assumption: employee only about $433,358 at 4% or $288,906 at 6%; with 50% employer match about $288,906 at 4% or $192,604 at 6%; with 100% employer match about $216,679 at 4% or $144,453 at 6%.
201113$332,024$53,813$17,938iApproximate average salary by contribution assumption: employee only about $448,442 at 4% or $298,961 at 6%; with 50% employer match about $298,961 at 4% or $199,307 at 6%; with 100% employer match about $224,221 at 4% or $149,481 at 6%.
Schubert & Evans PC 401(K) Plan-3$332,024$53,813$17,938iApproximate average salary by contribution assumption: employee only about $448,442 at 4% or $298,961 at 6%; with 50% employer match about $298,961 at 4% or $199,307 at 6%; with 100% employer match about $224,221 at 4% or $149,481 at 6%.
201013$295,459$55,533$18,511iApproximate average salary by contribution assumption: employee only about $462,775 at 4% or $308,517 at 6%; with 50% employer match about $308,517 at 4% or $205,678 at 6%; with 100% employer match about $231,388 at 4% or $154,258 at 6%.
Schubert & Evans PC 401(K) Plan-3$295,459$55,533$18,511iApproximate average salary by contribution assumption: employee only about $462,775 at 4% or $308,517 at 6%; with 50% employer match about $308,517 at 4% or $205,678 at 6%; with 100% employer match about $231,388 at 4% or $154,258 at 6%.
200913$199,477$53,534$17,845iApproximate average salary by contribution assumption: employee only about $446,117 at 4% or $297,411 at 6%; with 50% employer match about $297,411 at 4% or $198,274 at 6%; with 100% employer match about $223,058 at 4% or $148,706 at 6%.
Schubert & Evans PC 401(K) Plan-3$199,477$53,534$17,845iApproximate average salary by contribution assumption: employee only about $446,117 at 4% or $297,411 at 6%; with 50% employer match about $297,411 at 4% or $198,274 at 6%; with 100% employer match about $223,058 at 4% or $148,706 at 6%.
200813$97,819$53,381$17,794iApproximate average salary by contribution assumption: employee only about $444,842 at 4% or $296,561 at 6%; with 50% employer match about $296,561 at 4% or $197,707 at 6%; with 100% employer match about $222,421 at 4% or $148,281 at 6%.
Schubert & Evans PC 401(K) Plan-3$97,819$53,381$17,794iApproximate average salary by contribution assumption: employee only about $444,842 at 4% or $296,561 at 6%; with 50% employer match about $296,561 at 4% or $197,707 at 6%; with 100% employer match about $222,421 at 4% or $148,281 at 6%.
200614$39,628$36,682$9,171iApproximate average salary by contribution assumption: employee only about $229,263 at 4% or $152,842 at 6%; with 50% employer match about $152,842 at 4% or $101,894 at 6%; with 100% employer match about $114,631 at 4% or $76,421 at 6%.
Schubert & Evans PC 401(K) Plan-4$39,628$36,682$9,171iApproximate average salary by contribution assumption: employee only about $229,263 at 4% or $152,842 at 6%; with 50% employer match about $152,842 at 4% or $101,894 at 6%; with 100% employer match about $114,631 at 4% or $76,421 at 6%.