Civic Intelligence

Scheff Investment Group LLC

Plan context: Scheff Investment Group LLC 401(K) P/S Plan

EIN 20-2003614 • Clarence, NY • 20 filings • 2 plans

9505 Main StreetClarence, NY 14031
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$5,146,930

2024 Contributions

$282,496

Historical Graphs

Total Assets Over Time

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

$5,800,101$2,900,051$0200520152024YearValue
$5,146,930Latest year 2024

Participants Over Time

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

1580200520152024YearValue
12Latest 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
2024112$5,146,930$282,496$23,541iApproximate average salary by contribution assumption: employee only about $588,533 at 4% or $392,356 at 6%; with 50% employer match about $392,356 at 4% or $261,570 at 6%; with 100% employer match about $294,267 at 4% or $196,178 at 6%.
Scheff Investment Group LLC 401(K) P/S Plan-12$5,146,930$282,496$23,541iApproximate average salary by contribution assumption: employee only about $588,533 at 4% or $392,356 at 6%; with 50% employer match about $392,356 at 4% or $261,570 at 6%; with 100% employer match about $294,267 at 4% or $196,178 at 6%.
2023112$4,795,501$265,345$22,112iApproximate average salary by contribution assumption: employee only about $552,802 at 4% or $368,535 at 6%; with 50% employer match about $368,535 at 4% or $245,690 at 6%; with 100% employer match about $276,401 at 4% or $184,267 at 6%.
Scheff Investment Group LLC 401(K) P/S Plan-12$4,795,501$265,345$22,112iApproximate average salary by contribution assumption: employee only about $552,802 at 4% or $368,535 at 6%; with 50% employer match about $368,535 at 4% or $245,690 at 6%; with 100% employer match about $276,401 at 4% or $184,267 at 6%.
2022114$4,199,424$302,175$21,584iApproximate average salary by contribution assumption: employee only about $539,598 at 4% or $359,732 at 6%; with 50% employer match about $359,732 at 4% or $239,821 at 6%; with 100% employer match about $269,799 at 4% or $179,866 at 6%.
Scheff Investment Group LLC 401(K) P/S Plan-14$4,199,424$302,175$21,584iApproximate average salary by contribution assumption: employee only about $539,598 at 4% or $359,732 at 6%; with 50% employer match about $359,732 at 4% or $239,821 at 6%; with 100% employer match about $269,799 at 4% or $179,866 at 6%.
2021115$5,642,159$324,169$21,611iApproximate average salary by contribution assumption: employee only about $540,282 at 4% or $360,188 at 6%; with 50% employer match about $360,188 at 4% or $240,125 at 6%; with 100% employer match about $270,141 at 4% or $180,094 at 6%.
Scheff Investment Group LLC 401(K) P/S Plan-15$5,642,159$324,169$21,611iApproximate average salary by contribution assumption: employee only about $540,282 at 4% or $360,188 at 6%; with 50% employer match about $360,188 at 4% or $240,125 at 6%; with 100% employer match about $270,141 at 4% or $180,094 at 6%.
2020115$5,800,101$334,664$22,311iApproximate average salary by contribution assumption: employee only about $557,773 at 4% or $371,849 at 6%; with 50% employer match about $371,849 at 4% or $247,899 at 6%; with 100% employer match about $278,887 at 4% or $185,924 at 6%.
Scheff Investment Group LLC 401(K) P/S Plan-15$5,800,101$334,664$22,311iApproximate average salary by contribution assumption: employee only about $557,773 at 4% or $371,849 at 6%; with 50% employer match about $371,849 at 4% or $247,899 at 6%; with 100% employer match about $278,887 at 4% or $185,924 at 6%.
2019115$4,583,098$272,511$18,167iApproximate average salary by contribution assumption: employee only about $454,185 at 4% or $302,790 at 6%; with 50% employer match about $302,790 at 4% or $201,860 at 6%; with 100% employer match about $227,093 at 4% or $151,395 at 6%.
Scheff Investment Group LLC 401(K) P/S Plan-15$4,583,098$272,511$18,167iApproximate average salary by contribution assumption: employee only about $454,185 at 4% or $302,790 at 6%; with 50% employer match about $302,790 at 4% or $201,860 at 6%; with 100% employer match about $227,093 at 4% or $151,395 at 6%.
2018115$3,544,187$314,295$20,953iApproximate average salary by contribution assumption: employee only about $523,825 at 4% or $349,217 at 6%; with 50% employer match about $349,217 at 4% or $232,811 at 6%; with 100% employer match about $261,913 at 4% or $174,608 at 6%.
Scheff Investment Group LLC 401(K) P/S Plan-15$3,544,187$314,295$20,953iApproximate average salary by contribution assumption: employee only about $523,825 at 4% or $349,217 at 6%; with 50% employer match about $349,217 at 4% or $232,811 at 6%; with 100% employer match about $261,913 at 4% or $174,608 at 6%.
2017115$3,417,932$263,625$17,575iApproximate average salary by contribution assumption: employee only about $439,375 at 4% or $292,917 at 6%; with 50% employer match about $292,917 at 4% or $195,278 at 6%; with 100% employer match about $219,688 at 4% or $146,458 at 6%.
Scheff Investment Group LLC 401(K) P/S Plan-15$3,417,932$263,625$17,575iApproximate average salary by contribution assumption: employee only about $439,375 at 4% or $292,917 at 6%; with 50% employer match about $292,917 at 4% or $195,278 at 6%; with 100% employer match about $219,688 at 4% or $146,458 at 6%.
2016115$2,648,196$220,149$14,677iApproximate average salary by contribution assumption: employee only about $366,915 at 4% or $244,610 at 6%; with 50% employer match about $244,610 at 4% or $163,073 at 6%; with 100% employer match about $183,458 at 4% or $122,305 at 6%.
Scheff Investment Group LLC 401(K) P/S Plan-15$2,648,196$220,149$14,677iApproximate average salary by contribution assumption: employee only about $366,915 at 4% or $244,610 at 6%; with 50% employer match about $244,610 at 4% or $163,073 at 6%; with 100% employer match about $183,458 at 4% or $122,305 at 6%.
2015114$2,294,265$265,426$18,959iApproximate average salary by contribution assumption: employee only about $473,975 at 4% or $315,983 at 6%; with 50% employer match about $315,983 at 4% or $210,656 at 6%; with 100% employer match about $236,988 at 4% or $157,992 at 6%.
Scheff Investment Group LLC 401(K) P/S Plan-14$2,294,265$265,426$18,959iApproximate average salary by contribution assumption: employee only about $473,975 at 4% or $315,983 at 6%; with 50% employer match about $315,983 at 4% or $210,656 at 6%; with 100% employer match about $236,988 at 4% or $157,992 at 6%.
2014114$2,030,009$233,561$16,683iApproximate average salary by contribution assumption: employee only about $417,073 at 4% or $278,049 at 6%; with 50% employer match about $278,049 at 4% or $185,366 at 6%; with 100% employer match about $208,537 at 4% or $139,024 at 6%.
Scheff Investment Group LLC 401(K) P/S Plan-14$2,030,009$233,561$16,683iApproximate average salary by contribution assumption: employee only about $417,073 at 4% or $278,049 at 6%; with 50% employer match about $278,049 at 4% or $185,366 at 6%; with 100% employer match about $208,537 at 4% or $139,024 at 6%.
2013113$1,729,599$226,992$17,461iApproximate average salary by contribution assumption: employee only about $436,523 at 4% or $291,015 at 6%; with 50% employer match about $291,015 at 4% or $194,010 at 6%; with 100% employer match about $218,262 at 4% or $145,508 at 6%.
Scheff Investment Group LLC 401(K) P/S Plan-13$1,729,599$226,992$17,461iApproximate average salary by contribution assumption: employee only about $436,523 at 4% or $291,015 at 6%; with 50% employer match about $291,015 at 4% or $194,010 at 6%; with 100% employer match about $218,262 at 4% or $145,508 at 6%.
2012113$1,225,314$207,168$15,936iApproximate average salary by contribution assumption: employee only about $398,400 at 4% or $265,600 at 6%; with 50% employer match about $265,600 at 4% or $177,067 at 6%; with 100% employer match about $199,200 at 4% or $132,800 at 6%.
Scheff Investment Group LLC 401(K) P/S Plan-13$1,225,314$207,168$15,936iApproximate average salary by contribution assumption: employee only about $398,400 at 4% or $265,600 at 6%; with 50% employer match about $265,600 at 4% or $177,067 at 6%; with 100% employer match about $199,200 at 4% or $132,800 at 6%.
2011113$884,953$205,827$15,833iApproximate average salary by contribution assumption: employee only about $395,821 at 4% or $263,881 at 6%; with 50% employer match about $263,881 at 4% or $175,921 at 6%; with 100% employer match about $197,911 at 4% or $131,940 at 6%.
Scheff Investment Group LLC 401(K) P/S Plan-13$884,953$205,827$15,833iApproximate average salary by contribution assumption: employee only about $395,821 at 4% or $263,881 at 6%; with 50% employer match about $263,881 at 4% or $175,921 at 6%; with 100% employer match about $197,911 at 4% or $131,940 at 6%.
2010110$715,881$93,386$9,339iApproximate average salary by contribution assumption: employee only about $233,465 at 4% or $155,643 at 6%; with 50% employer match about $155,643 at 4% or $103,762 at 6%; with 100% employer match about $116,733 at 4% or $77,822 at 6%.
Scheff Investment Group LLC 401(K) P/S Plan-10$715,881$93,386$9,339iApproximate average salary by contribution assumption: employee only about $233,465 at 4% or $155,643 at 6%; with 50% employer match about $155,643 at 4% or $103,762 at 6%; with 100% employer match about $116,733 at 4% or $77,822 at 6%.
2009111$582,866$94,253$8,568iApproximate average salary by contribution assumption: employee only about $214,211 at 4% or $142,808 at 6%; with 50% employer match about $142,808 at 4% or $95,205 at 6%; with 100% employer match about $107,106 at 4% or $71,404 at 6%.
Scheff Investment Group LLC 401(K) P/S Plan-11$582,866$94,253$8,568iApproximate average salary by contribution assumption: employee only about $214,211 at 4% or $142,808 at 6%; with 50% employer match about $142,808 at 4% or $95,205 at 6%; with 100% employer match about $107,106 at 4% or $71,404 at 6%.
2008113$363,857$137,111$10,547iApproximate average salary by contribution assumption: employee only about $263,675 at 4% or $175,783 at 6%; with 50% employer match about $175,783 at 4% or $117,189 at 6%; with 100% employer match about $131,838 at 4% or $87,892 at 6%.
Scheff Investment Group LLC 401(K) P/S Plan-13$363,857$137,111$10,547iApproximate average salary by contribution assumption: employee only about $263,675 at 4% or $175,783 at 6%; with 50% employer match about $175,783 at 4% or $117,189 at 6%; with 100% employer match about $131,838 at 4% or $87,892 at 6%.
2007113$0$0-
Scheff Investment Group LLC 401(K) P/S Plan-13---
2006114$256,624$161,549$11,539iApproximate average salary by contribution assumption: employee only about $288,480 at 4% or $192,320 at 6%; with 50% employer match about $192,320 at 4% or $128,213 at 6%; with 100% employer match about $144,240 at 4% or $96,160 at 6%.
Scheff Investment Group LLC 401(K) P/S Plan-14$256,624$161,549$11,539iApproximate average salary by contribution assumption: employee only about $288,480 at 4% or $192,320 at 6%; with 50% employer match about $192,320 at 4% or $128,213 at 6%; with 100% employer match about $144,240 at 4% or $96,160 at 6%.
200519$70,757$68,099$7,567iApproximate average salary by contribution assumption: employee only about $189,164 at 4% or $126,109 at 6%; with 50% employer match about $126,109 at 4% or $84,073 at 6%; with 100% employer match about $94,582 at 4% or $63,055 at 6%.
Scheff Investment Group LLC 401(K) P/S Plan-9$70,757$68,099$7,567iApproximate average salary by contribution assumption: employee only about $189,164 at 4% or $126,109 at 6%; with 50% employer match about $126,109 at 4% or $84,073 at 6%; with 100% employer match about $94,582 at 4% or $63,055 at 6%.