Civic Intelligence

Schroeder Loscotoff Stevens LLP

Plan context: Schroeder Loscotoff Stevens LLP 401(K) Profit Sharing Plan and Trust

EIN 20-1634151 • Davis, CA • 21 filings • 6 plans

502 Mace Blvd, Suite 11Davis, CA 95618
Current Snapshot

Latest Year

2025

2025 Participants

15

2025 Assets

$5,707,027

2025 Contributions

$275,984

Historical Graphs

Total Assets Over Time

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

$5,707,027$2,853,514$0200520162025YearValue
$5,707,027Latest year 2025

Participants Over Time

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

20100200520152025YearValue
15Latest year 2025

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
2025115$5,707,027$275,984$18,399iApproximate average salary by contribution assumption: employee only about $459,973 at 4% or $306,649 at 6%; with 50% employer match about $306,649 at 4% or $204,433 at 6%; with 100% employer match about $229,987 at 4% or $153,324 at 6%.
Schroeder Loscotoff Stevens LLP 401(K) Profit Sharing Plan and Trust-15$5,707,027$275,984$18,399iApproximate average salary by contribution assumption: employee only about $459,973 at 4% or $306,649 at 6%; with 50% employer match about $306,649 at 4% or $204,433 at 6%; with 100% employer match about $229,987 at 4% or $153,324 at 6%.
2024117$5,361,906$273,043$16,061iApproximate average salary by contribution assumption: employee only about $401,534 at 4% or $267,689 at 6%; with 50% employer match about $267,689 at 4% or $178,459 at 6%; with 100% employer match about $200,767 at 4% or $133,845 at 6%.
Schroeder Loscotoff Stevens LLP 401(K) Profit Sharing Plan and Trust-17$5,361,906$273,043$16,061iApproximate average salary by contribution assumption: employee only about $401,534 at 4% or $267,689 at 6%; with 50% employer match about $267,689 at 4% or $178,459 at 6%; with 100% employer match about $200,767 at 4% or $133,845 at 6%.
2023117$4,567,324$256,772$15,104iApproximate average salary by contribution assumption: employee only about $377,606 at 4% or $251,737 at 6%; with 50% employer match about $251,737 at 4% or $167,825 at 6%; with 100% employer match about $188,803 at 4% or $125,869 at 6%.
Schroeder Loscotoff Stevens LLP 401(K) Profit Sharing Plan and Trust-17$4,567,324$256,772$15,104iApproximate average salary by contribution assumption: employee only about $377,606 at 4% or $251,737 at 6%; with 50% employer match about $251,737 at 4% or $167,825 at 6%; with 100% employer match about $188,803 at 4% or $125,869 at 6%.
2022118$3,796,557$274,138$15,230iApproximate average salary by contribution assumption: employee only about $380,747 at 4% or $253,831 at 6%; with 50% employer match about $253,831 at 4% or $169,221 at 6%; with 100% employer match about $190,374 at 4% or $126,916 at 6%.
Schroeder Loscotoff Stevens LLP 401(K) Profit Sharing Plan and Trust-18$3,796,557$274,138$15,230iApproximate average salary by contribution assumption: employee only about $380,747 at 4% or $253,831 at 6%; with 50% employer match about $253,831 at 4% or $169,221 at 6%; with 100% employer match about $190,374 at 4% or $126,916 at 6%.
2021119$4,022,166$258,378$13,599iApproximate average salary by contribution assumption: employee only about $339,971 at 4% or $226,647 at 6%; with 50% employer match about $226,647 at 4% or $151,098 at 6%; with 100% employer match about $169,986 at 4% or $113,324 at 6%.
Schroeder Loscotoff Stevens LLP 401(K) Profit Sharing Plan and Trust-19$4,022,166$258,378$13,599iApproximate average salary by contribution assumption: employee only about $339,971 at 4% or $226,647 at 6%; with 50% employer match about $226,647 at 4% or $151,098 at 6%; with 100% employer match about $169,986 at 4% or $113,324 at 6%.
2020119$3,197,936$232,361$12,230iApproximate average salary by contribution assumption: employee only about $305,738 at 4% or $203,825 at 6%; with 50% employer match about $203,825 at 4% or $135,884 at 6%; with 100% employer match about $152,869 at 4% or $101,913 at 6%.
Schroeder Loscotoff Stevens LLP 401(K) Profit Sharing Plan and Trust-19$3,197,936$232,361$12,230iApproximate average salary by contribution assumption: employee only about $305,738 at 4% or $203,825 at 6%; with 50% employer match about $203,825 at 4% or $135,884 at 6%; with 100% employer match about $152,869 at 4% or $101,913 at 6%.
2019120$2,644,138$176,952$8,848iApproximate average salary by contribution assumption: employee only about $221,190 at 4% or $147,460 at 6%; with 50% employer match about $147,460 at 4% or $98,307 at 6%; with 100% employer match about $110,595 at 4% or $73,730 at 6%.
Schroeder Loscotoff Stevens LLP 401(K) Profit Sharing Plan and Trust-20$2,644,138$176,952$8,848iApproximate average salary by contribution assumption: employee only about $221,190 at 4% or $147,460 at 6%; with 50% employer match about $147,460 at 4% or $98,307 at 6%; with 100% employer match about $110,595 at 4% or $73,730 at 6%.
2018114$2,003,997$167,362$11,954iApproximate average salary by contribution assumption: employee only about $298,861 at 4% or $199,240 at 6%; with 50% employer match about $199,240 at 4% or $132,827 at 6%; with 100% employer match about $149,430 at 4% or $99,620 at 6%.
Schroeder Loscotoff Stevens LLP 401(K) Profit Sharing Plan and Trust-14$2,003,997$167,362$11,954iApproximate average salary by contribution assumption: employee only about $298,861 at 4% or $199,240 at 6%; with 50% employer match about $199,240 at 4% or $132,827 at 6%; with 100% employer match about $149,430 at 4% or $99,620 at 6%.
2017115$2,005,543$169,006$11,267iApproximate average salary by contribution assumption: employee only about $281,677 at 4% or $187,784 at 6%; with 50% employer match about $187,784 at 4% or $125,190 at 6%; with 100% employer match about $140,838 at 4% or $93,892 at 6%.
Schroeder Loscotoff Stevens LLP 401(K) Profit Sharing Plan and Trust-15$2,005,543$169,006$11,267iApproximate average salary by contribution assumption: employee only about $281,677 at 4% or $187,784 at 6%; with 50% employer match about $187,784 at 4% or $125,190 at 6%; with 100% employer match about $140,838 at 4% or $93,892 at 6%.
201617$1,582,954$0-
Schroeder Loscotoff Stevens LLP 401(K) Profit Sharing Plan and Trust-7$1,582,954--
201518$1,646,042$442,195$55,274iApproximate average salary by contribution assumption: employee only about $1,381,859 at 4% or $921,240 at 6%; with 50% employer match about $921,240 at 4% or $614,160 at 6%; with 100% employer match about $690,930 at 4% or $460,620 at 6%.
Schroeder Loscotoff Stevens LLP 401(K) Profit Sharing Plan and Trust-8$1,646,042$442,195$55,274iApproximate average salary by contribution assumption: employee only about $1,381,859 at 4% or $921,240 at 6%; with 50% employer match about $921,240 at 4% or $614,160 at 6%; with 100% employer match about $690,930 at 4% or $460,620 at 6%.
201419$2,201,831$185,356$20,595iApproximate average salary by contribution assumption: employee only about $514,878 at 4% or $343,252 at 6%; with 50% employer match about $343,252 at 4% or $228,835 at 6%; with 100% employer match about $257,439 at 4% or $171,626 at 6%.
Schroeder Loscotoff Stevens LLP 401(K) Profit Sharing Plan and Trust-9$2,201,831$185,356$20,595iApproximate average salary by contribution assumption: employee only about $514,878 at 4% or $343,252 at 6%; with 50% employer match about $343,252 at 4% or $228,835 at 6%; with 100% employer match about $257,439 at 4% or $171,626 at 6%.
201319$1,974,671$445,291$49,477iApproximate average salary by contribution assumption: employee only about $1,236,919 at 4% or $824,613 at 6%; with 50% employer match about $824,613 at 4% or $549,742 at 6%; with 100% employer match about $618,460 at 4% or $412,306 at 6%.
Schroeder Loscotoff Stevens LLP 401(K) Profit Sharing Plan and Trust-9$1,974,671$445,291$49,477iApproximate average salary by contribution assumption: employee only about $1,236,919 at 4% or $824,613 at 6%; with 50% employer match about $824,613 at 4% or $549,742 at 6%; with 100% employer match about $618,460 at 4% or $412,306 at 6%.
201219$1,507,290$201,469$22,385iApproximate average salary by contribution assumption: employee only about $559,636 at 4% or $373,091 at 6%; with 50% employer match about $373,091 at 4% or $248,727 at 6%; with 100% employer match about $279,818 at 4% or $186,545 at 6%.
Schroeder Loscotoff Stevens LLP 401(K) Profit Sharing Plan and Trust-9$1,507,290$201,469$22,385iApproximate average salary by contribution assumption: employee only about $559,636 at 4% or $373,091 at 6%; with 50% employer match about $373,091 at 4% or $248,727 at 6%; with 100% employer match about $279,818 at 4% or $186,545 at 6%.
201119$1,121,595$168,245$18,694iApproximate average salary by contribution assumption: employee only about $467,347 at 4% or $311,565 at 6%; with 50% employer match about $311,565 at 4% or $207,710 at 6%; with 100% employer match about $233,674 at 4% or $155,782 at 6%.
Schroeder Loscotoff Stevens LLP 401(K) Profit Sharing Plan and Trust-9$1,121,595$168,245$18,694iApproximate average salary by contribution assumption: employee only about $467,347 at 4% or $311,565 at 6%; with 50% employer match about $311,565 at 4% or $207,710 at 6%; with 100% employer match about $233,674 at 4% or $155,782 at 6%.
201019$916,495$222,900$24,767iApproximate average salary by contribution assumption: employee only about $619,167 at 4% or $412,778 at 6%; with 50% employer match about $412,778 at 4% or $275,185 at 6%; with 100% employer match about $309,583 at 4% or $206,389 at 6%.
Schroeder Loscotoff Stevens LLP 401(K) Profit Sharing Plan and Trust-9$916,495$222,900$24,767iApproximate average salary by contribution assumption: employee only about $619,167 at 4% or $412,778 at 6%; with 50% employer match about $412,778 at 4% or $275,185 at 6%; with 100% employer match about $309,583 at 4% or $206,389 at 6%.
200919$758,629$214,517$23,835iApproximate average salary by contribution assumption: employee only about $595,881 at 4% or $397,254 at 6%; with 50% employer match about $397,254 at 4% or $264,836 at 6%; with 100% employer match about $297,940 at 4% or $198,627 at 6%.
Schroeder Loscotoff Stevens LLP 401(K) Profit Sharing Plan and Trust-9$758,629$214,517$23,835iApproximate average salary by contribution assumption: employee only about $595,881 at 4% or $397,254 at 6%; with 50% employer match about $397,254 at 4% or $264,836 at 6%; with 100% employer match about $297,940 at 4% or $198,627 at 6%.
200819$452,144$161,719$17,969iApproximate average salary by contribution assumption: employee only about $449,219 at 4% or $299,480 at 6%; with 50% employer match about $299,480 at 4% or $199,653 at 6%; with 100% employer match about $224,610 at 4% or $149,740 at 6%.
Schroeder Loscotoff Stevens LLP 401(K) Profit Sharing Plan and Trust-9$452,144$161,719$17,969iApproximate average salary by contribution assumption: employee only about $449,219 at 4% or $299,480 at 6%; with 50% employer match about $299,480 at 4% or $199,653 at 6%; with 100% employer match about $224,610 at 4% or $149,740 at 6%.
200719$0$0-
Schroeder Loscotoff Stevens LLP 401(K) Profit Sharing Plan and Trust-9---
2006110$213,255$169,909$16,991iApproximate average salary by contribution assumption: employee only about $424,773 at 4% or $283,182 at 6%; with 50% employer match about $283,182 at 4% or $188,788 at 6%; with 100% employer match about $212,386 at 4% or $141,591 at 6%.
Schroeder Loscotoff Stevens LLP 401(K) Profit Sharing Plan and Trust-10$213,255$169,909$16,991iApproximate average salary by contribution assumption: employee only about $424,773 at 4% or $283,182 at 6%; with 50% employer match about $283,182 at 4% or $188,788 at 6%; with 100% employer match about $212,386 at 4% or $141,591 at 6%.
2005111$37,892$37,390$3,399iApproximate average salary by contribution assumption: employee only about $84,977 at 4% or $56,652 at 6%; with 50% employer match about $56,652 at 4% or $37,768 at 6%; with 100% employer match about $42,489 at 4% or $28,326 at 6%.
Schroeder Loscotoff Stevens LLP 401(K) Profit Sharing Plan and Trust-11$37,892$37,390$3,399iApproximate average salary by contribution assumption: employee only about $84,977 at 4% or $56,652 at 6%; with 50% employer match about $56,652 at 4% or $37,768 at 6%; with 100% employer match about $42,489 at 4% or $28,326 at 6%.