Civic Intelligence

David a. Schneider

Plan context: Sm Savings 401(K) Profit Sharing Plan

EIN 20-4812289 • New York, NY • 20 filings • 4 plans

41 Madison Ave FL 31New York, NY 10010
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,696,909

2025 Contributions

$367,394

Historical Graphs

Total Assets Over Time

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

$1,696,909$848,455$0200720162025YearValue
$1,696,909Latest year 2025

Participants Over Time

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

210200720162025YearValue
2Latest 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
202522$1,696,909$367,394$183,697iApproximate average salary by contribution assumption: employee only about $4,592,425 at 4% or $3,061,617 at 6%; with 50% employer match about $3,061,617 at 4% or $2,041,078 at 6%; with 100% employer match about $2,296,213 at 4% or $1,530,808 at 6%.
Sm Savings 401(K) Profit Sharing Plan-2$1,428,389$98,874$49,437iApproximate average salary by contribution assumption: employee only about $1,235,925 at 4% or $823,950 at 6%; with 50% employer match about $823,950 at 4% or $549,300 at 6%; with 100% employer match about $617,963 at 4% or $411,975 at 6%.
Schneider Wealth Strategies Cash Balance Plan-2$268,520$268,520$134,260iApproximate average salary by contribution assumption: employee only about $3,356,500 at 4% or $2,237,667 at 6%; with 50% employer match about $2,237,667 at 4% or $1,491,778 at 6%; with 100% employer match about $1,678,250 at 4% or $1,118,833 at 6%.
202412$1,150,645$43,079$21,540iApproximate average salary by contribution assumption: employee only about $538,488 at 4% or $358,992 at 6%; with 50% employer match about $358,992 at 4% or $239,328 at 6%; with 100% employer match about $269,244 at 4% or $179,496 at 6%.
Sm Savings 401(K) Profit Sharing Plan-2$1,150,645$43,079$21,540iApproximate average salary by contribution assumption: employee only about $538,488 at 4% or $358,992 at 6%; with 50% employer match about $358,992 at 4% or $239,328 at 6%; with 100% employer match about $269,244 at 4% or $179,496 at 6%.
202312$1,012,761$33,501$16,751iApproximate average salary by contribution assumption: employee only about $418,763 at 4% or $279,175 at 6%; with 50% employer match about $279,175 at 4% or $186,117 at 6%; with 100% employer match about $209,381 at 4% or $139,588 at 6%.
Sm Savings 401(K) Profit Sharing Plan-2$1,012,761$33,501$16,751iApproximate average salary by contribution assumption: employee only about $418,763 at 4% or $279,175 at 6%; with 50% employer match about $279,175 at 4% or $186,117 at 6%; with 100% employer match about $209,381 at 4% or $139,588 at 6%.
202212$862,864$39,394$19,697iApproximate average salary by contribution assumption: employee only about $492,425 at 4% or $328,283 at 6%; with 50% employer match about $328,283 at 4% or $218,856 at 6%; with 100% employer match about $246,213 at 4% or $164,142 at 6%.
Sm Savings 401(K) Profit Sharing Plan-2$862,864$39,394$19,697iApproximate average salary by contribution assumption: employee only about $492,425 at 4% or $328,283 at 6%; with 50% employer match about $328,283 at 4% or $218,856 at 6%; with 100% employer match about $246,213 at 4% or $164,142 at 6%.
202112$932,166$37,788$18,894iApproximate average salary by contribution assumption: employee only about $472,350 at 4% or $314,900 at 6%; with 50% employer match about $314,900 at 4% or $209,933 at 6%; with 100% employer match about $236,175 at 4% or $157,450 at 6%.
Sm Savings 401(K) Profit Sharing Plan-2$932,166$37,788$18,894iApproximate average salary by contribution assumption: employee only about $472,350 at 4% or $314,900 at 6%; with 50% employer match about $314,900 at 4% or $209,933 at 6%; with 100% employer match about $236,175 at 4% or $157,450 at 6%.
202012$782,337$37,536$18,768iApproximate average salary by contribution assumption: employee only about $469,200 at 4% or $312,800 at 6%; with 50% employer match about $312,800 at 4% or $208,533 at 6%; with 100% employer match about $234,600 at 4% or $156,400 at 6%.
Sm Savings 401(K) Profit Sharing Plan-2$782,337$37,536$18,768iApproximate average salary by contribution assumption: employee only about $469,200 at 4% or $312,800 at 6%; with 50% employer match about $312,800 at 4% or $208,533 at 6%; with 100% employer match about $234,600 at 4% or $156,400 at 6%.
201912$694,582$36,346$18,173iApproximate average salary by contribution assumption: employee only about $454,325 at 4% or $302,883 at 6%; with 50% employer match about $302,883 at 4% or $201,922 at 6%; with 100% employer match about $227,163 at 4% or $151,442 at 6%.
Sm Savings 401(K) Profit Sharing Plan-2$694,582$36,346$18,173iApproximate average salary by contribution assumption: employee only about $454,325 at 4% or $302,883 at 6%; with 50% employer match about $302,883 at 4% or $201,922 at 6%; with 100% employer match about $227,163 at 4% or $151,442 at 6%.
201812$539,027$35,635$17,818iApproximate average salary by contribution assumption: employee only about $445,438 at 4% or $296,958 at 6%; with 50% employer match about $296,958 at 4% or $197,972 at 6%; with 100% employer match about $222,719 at 4% or $148,479 at 6%.
Sm Savings 401(K) Profit Sharing Plan-2$539,027$35,635$17,818iApproximate average salary by contribution assumption: employee only about $445,438 at 4% or $296,958 at 6%; with 50% employer match about $296,958 at 4% or $197,972 at 6%; with 100% employer match about $222,719 at 4% or $148,479 at 6%.
201712$575,334$34,418$17,209iApproximate average salary by contribution assumption: employee only about $430,225 at 4% or $286,817 at 6%; with 50% employer match about $286,817 at 4% or $191,211 at 6%; with 100% employer match about $215,113 at 4% or $143,408 at 6%.
Sm Savings 401(K) Profit Sharing Plan-2$575,334$34,418$17,209iApproximate average salary by contribution assumption: employee only about $430,225 at 4% or $286,817 at 6%; with 50% employer match about $286,817 at 4% or $191,211 at 6%; with 100% employer match about $215,113 at 4% or $143,408 at 6%.
201612$446,541$34,050$17,025iApproximate average salary by contribution assumption: employee only about $425,625 at 4% or $283,750 at 6%; with 50% employer match about $283,750 at 4% or $189,167 at 6%; with 100% employer match about $212,813 at 4% or $141,875 at 6%.
Sm Savings 401(K) Profit Sharing Plan-2$446,541$34,050$17,025iApproximate average salary by contribution assumption: employee only about $425,625 at 4% or $283,750 at 6%; with 50% employer match about $283,750 at 4% or $189,167 at 6%; with 100% employer match about $212,813 at 4% or $141,875 at 6%.
201512$358,894$27,990$13,995iApproximate average salary by contribution assumption: employee only about $349,875 at 4% or $233,250 at 6%; with 50% employer match about $233,250 at 4% or $155,500 at 6%; with 100% employer match about $174,938 at 4% or $116,625 at 6%.
Sm Savings 401(K) Profit Sharing Plan-2$358,894$27,990$13,995iApproximate average salary by contribution assumption: employee only about $349,875 at 4% or $233,250 at 6%; with 50% employer match about $233,250 at 4% or $155,500 at 6%; with 100% employer match about $174,938 at 4% or $116,625 at 6%.
201412$343,115$27,245$13,623iApproximate average salary by contribution assumption: employee only about $340,563 at 4% or $227,042 at 6%; with 50% employer match about $227,042 at 4% or $151,361 at 6%; with 100% employer match about $170,281 at 4% or $113,521 at 6%.
Sm Savings 401(K) Profit Sharing Plan-2$343,115$27,245$13,623iApproximate average salary by contribution assumption: employee only about $340,563 at 4% or $227,042 at 6%; with 50% employer match about $227,042 at 4% or $151,361 at 6%; with 100% employer match about $170,281 at 4% or $113,521 at 6%.
201312$297,478$26,950$13,475iApproximate average salary by contribution assumption: employee only about $336,875 at 4% or $224,583 at 6%; with 50% employer match about $224,583 at 4% or $149,722 at 6%; with 100% employer match about $168,438 at 4% or $112,292 at 6%.
Sm Savings 401(K) Profit Sharing Plan-2$297,478$26,950$13,475iApproximate average salary by contribution assumption: employee only about $336,875 at 4% or $224,583 at 6%; with 50% employer match about $224,583 at 4% or $149,722 at 6%; with 100% employer match about $168,438 at 4% or $112,292 at 6%.
201212$211,687$23,118$11,559iApproximate average salary by contribution assumption: employee only about $288,975 at 4% or $192,650 at 6%; with 50% employer match about $192,650 at 4% or $128,433 at 6%; with 100% employer match about $144,488 at 4% or $96,325 at 6%.
Sm Savings 401(K) Profit Sharing Plan-2$211,687$23,118$11,559iApproximate average salary by contribution assumption: employee only about $288,975 at 4% or $192,650 at 6%; with 50% employer match about $192,650 at 4% or $128,433 at 6%; with 100% employer match about $144,488 at 4% or $96,325 at 6%.
201112$161,056$25,935$12,968iApproximate average salary by contribution assumption: employee only about $324,188 at 4% or $216,125 at 6%; with 50% employer match about $216,125 at 4% or $144,083 at 6%; with 100% employer match about $162,094 at 4% or $108,063 at 6%.
Sm Savings 401(K) Profit Sharing Plan-2$161,056$25,935$12,968iApproximate average salary by contribution assumption: employee only about $324,188 at 4% or $216,125 at 6%; with 50% employer match about $216,125 at 4% or $144,083 at 6%; with 100% employer match about $162,094 at 4% or $108,063 at 6%.
201012$143,516$25,451$12,726iApproximate average salary by contribution assumption: employee only about $318,138 at 4% or $212,092 at 6%; with 50% employer match about $212,092 at 4% or $141,394 at 6%; with 100% employer match about $159,069 at 4% or $106,046 at 6%.
Sm Savings 401(K) Profit Sharing Plan-2$143,516$25,451$12,726iApproximate average salary by contribution assumption: employee only about $318,138 at 4% or $212,092 at 6%; with 50% employer match about $212,092 at 4% or $141,394 at 6%; with 100% employer match about $159,069 at 4% or $106,046 at 6%.
200912$102,017$15,640$7,820iApproximate average salary by contribution assumption: employee only about $195,500 at 4% or $130,333 at 6%; with 50% employer match about $130,333 at 4% or $86,889 at 6%; with 100% employer match about $97,750 at 4% or $65,167 at 6%.
Sm Savings 401(K) Profit Sharing Plan-2$102,017$15,640$7,820iApproximate average salary by contribution assumption: employee only about $195,500 at 4% or $130,333 at 6%; with 50% employer match about $130,333 at 4% or $86,889 at 6%; with 100% employer match about $97,750 at 4% or $65,167 at 6%.
200812$64,408$16,340$8,170iApproximate average salary by contribution assumption: employee only about $204,250 at 4% or $136,167 at 6%; with 50% employer match about $136,167 at 4% or $90,778 at 6%; with 100% employer match about $102,125 at 4% or $68,083 at 6%.
Sm Savings 401(K) Profit Sharing Plan-2$64,408$16,340$8,170iApproximate average salary by contribution assumption: employee only about $204,250 at 4% or $136,167 at 6%; with 50% employer match about $136,167 at 4% or $90,778 at 6%; with 100% employer match about $102,125 at 4% or $68,083 at 6%.
200712$79,926$76,129$38,065iApproximate average salary by contribution assumption: employee only about $951,613 at 4% or $634,408 at 6%; with 50% employer match about $634,408 at 4% or $422,939 at 6%; with 100% employer match about $475,806 at 4% or $317,204 at 6%.
Sm Savings 401(K) Profit Sharing Plan-2$79,926$76,129$38,065iApproximate average salary by contribution assumption: employee only about $951,613 at 4% or $634,408 at 6%; with 50% employer match about $634,408 at 4% or $422,939 at 6%; with 100% employer match about $475,806 at 4% or $317,204 at 6%.