MARK L. SCHMITT, CPA P.C.
Plan context: MARK L. SCHMITT, CPA P.C. 401K PLAN
EIN 20-5208444 • Rock Hill, SC • 15 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$1,405,970
2025 Contributions
$130,627
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 8 | $1,405,970 | $130,627 | $16,328iApproximate average salary by contribution assumption: employee only about $408,209 at 4% or $272,140 at 6%; with 50% employer match about $272,140 at 4% or $181,426 at 6%; with 100% employer match about $204,105 at 4% or $136,070 at 6%. |
| MARK L. SCHMITT, CPA P.C. 401K PLAN | - | 8 | $1,405,970 | $130,627 | $16,328iApproximate average salary by contribution assumption: employee only about $408,209 at 4% or $272,140 at 6%; with 50% employer match about $272,140 at 4% or $181,426 at 6%; with 100% employer match about $204,105 at 4% or $136,070 at 6%. |
| 2024 | 1 | 8 | $1,097,722 | $123,955 | $15,494iApproximate average salary by contribution assumption: employee only about $387,359 at 4% or $258,240 at 6%; with 50% employer match about $258,240 at 4% or $172,160 at 6%; with 100% employer match about $193,680 at 4% or $129,120 at 6%. |
| MARK L. SCHMITT, CPA P.C. 401K PLAN | - | 8 | $1,097,722 | $123,955 | $15,494iApproximate average salary by contribution assumption: employee only about $387,359 at 4% or $258,240 at 6%; with 50% employer match about $258,240 at 4% or $172,160 at 6%; with 100% employer match about $193,680 at 4% or $129,120 at 6%. |
| 2023 | 1 | 7 | $887,845 | $122,722 | $17,532iApproximate average salary by contribution assumption: employee only about $438,293 at 4% or $292,195 at 6%; with 50% employer match about $292,195 at 4% or $194,797 at 6%; with 100% employer match about $219,146 at 4% or $146,098 at 6%. |
| MARK L. SCHMITT, CPA P.C. 401K PLAN | - | 7 | $887,845 | $122,722 | $17,532iApproximate average salary by contribution assumption: employee only about $438,293 at 4% or $292,195 at 6%; with 50% employer match about $292,195 at 4% or $194,797 at 6%; with 100% employer match about $219,146 at 4% or $146,098 at 6%. |
| 2022 | 1 | 6 | $665,440 | $78,455 | $13,076iApproximate average salary by contribution assumption: employee only about $326,896 at 4% or $217,931 at 6%; with 50% employer match about $217,931 at 4% or $145,287 at 6%; with 100% employer match about $163,448 at 4% or $108,965 at 6%. |
| MARK L. SCHMITT, CPA P.C. 401K PLAN | - | 6 | $665,440 | $78,455 | $13,076iApproximate average salary by contribution assumption: employee only about $326,896 at 4% or $217,931 at 6%; with 50% employer match about $217,931 at 4% or $145,287 at 6%; with 100% employer match about $163,448 at 4% or $108,965 at 6%. |
| 2021 | 1 | 6 | $703,629 | $128,092 | $21,349iApproximate average salary by contribution assumption: employee only about $533,717 at 4% or $355,811 at 6%; with 50% employer match about $355,811 at 4% or $237,207 at 6%; with 100% employer match about $266,858 at 4% or $177,906 at 6%. |
| MARK L. SCHMITT, CPA P.C. 401K PLAN | - | 6 | $703,629 | $128,092 | $21,349iApproximate average salary by contribution assumption: employee only about $533,717 at 4% or $355,811 at 6%; with 50% employer match about $355,811 at 4% or $237,207 at 6%; with 100% employer match about $266,858 at 4% or $177,906 at 6%. |
| 2020 | 1 | 6 | $498,877 | $90,676 | $15,113iApproximate average salary by contribution assumption: employee only about $377,817 at 4% or $251,878 at 6%; with 50% employer match about $251,878 at 4% or $167,919 at 6%; with 100% employer match about $188,908 at 4% or $125,939 at 6%. |
| MARK L. SCHMITT, CPA P.C. 401K PLAN | - | 6 | $498,877 | $90,676 | $15,113iApproximate average salary by contribution assumption: employee only about $377,817 at 4% or $251,878 at 6%; with 50% employer match about $251,878 at 4% or $167,919 at 6%; with 100% employer match about $188,908 at 4% or $125,939 at 6%. |
| 2019 | 1 | 5 | $395,976 | $72,464 | $14,493iApproximate average salary by contribution assumption: employee only about $362,320 at 4% or $241,547 at 6%; with 50% employer match about $241,547 at 4% or $161,031 at 6%; with 100% employer match about $181,160 at 4% or $120,773 at 6%. |
| MARK L. SCHMITT, CPA 401K PLAN | - | 5 | $395,976 | $72,464 | $14,493iApproximate average salary by contribution assumption: employee only about $362,320 at 4% or $241,547 at 6%; with 50% employer match about $241,547 at 4% or $161,031 at 6%; with 100% employer match about $181,160 at 4% or $120,773 at 6%. |
| 2018 | 1 | 5 | $270,587 | $75,089 | $15,018iApproximate average salary by contribution assumption: employee only about $375,445 at 4% or $250,297 at 6%; with 50% employer match about $250,297 at 4% or $166,864 at 6%; with 100% employer match about $187,723 at 4% or $125,148 at 6%. |
| MARK L. SCHMITT, CPA 401K PLAN | - | 5 | $270,587 | $75,089 | $15,018iApproximate average salary by contribution assumption: employee only about $375,445 at 4% or $250,297 at 6%; with 50% employer match about $250,297 at 4% or $166,864 at 6%; with 100% employer match about $187,723 at 4% or $125,148 at 6%. |
| 2017 | 1 | 5 | $210,140 | $48,834 | $9,767iApproximate average salary by contribution assumption: employee only about $244,170 at 4% or $162,780 at 6%; with 50% employer match about $162,780 at 4% or $108,520 at 6%; with 100% employer match about $122,085 at 4% or $81,390 at 6%. |
| MARK L. SCHMITT, CPA 401K PLAN | - | 5 | $210,140 | $48,834 | $9,767iApproximate average salary by contribution assumption: employee only about $244,170 at 4% or $162,780 at 6%; with 50% employer match about $162,780 at 4% or $108,520 at 6%; with 100% employer match about $122,085 at 4% or $81,390 at 6%. |
| 2016 | 1 | 4 | $136,713 | $36,732 | $9,183iApproximate average salary by contribution assumption: employee only about $229,575 at 4% or $153,050 at 6%; with 50% employer match about $153,050 at 4% or $102,033 at 6%; with 100% employer match about $114,788 at 4% or $76,525 at 6%. |
| MARK L. SCHMITT, CPA 401K PLAN | - | 4 | $136,713 | $36,732 | $9,183iApproximate average salary by contribution assumption: employee only about $229,575 at 4% or $153,050 at 6%; with 50% employer match about $153,050 at 4% or $102,033 at 6%; with 100% employer match about $114,788 at 4% or $76,525 at 6%. |
| 2015 | 1 | 4 | $94,772 | $36,934 | $9,234iApproximate average salary by contribution assumption: employee only about $230,838 at 4% or $153,892 at 6%; with 50% employer match about $153,892 at 4% or $102,594 at 6%; with 100% employer match about $115,419 at 4% or $76,946 at 6%. |
| MARK L. SCHMITT, CPA 401K PLAN | - | 4 | $94,772 | $36,934 | $9,234iApproximate average salary by contribution assumption: employee only about $230,838 at 4% or $153,892 at 6%; with 50% employer match about $153,892 at 4% or $102,594 at 6%; with 100% employer match about $115,419 at 4% or $76,946 at 6%. |
| 2014 | 1 | 3 | $61,558 | $32,726 | $10,909iApproximate average salary by contribution assumption: employee only about $272,717 at 4% or $181,811 at 6%; with 50% employer match about $181,811 at 4% or $121,207 at 6%; with 100% employer match about $136,358 at 4% or $90,906 at 6%. |
| MARK L. SCHMITT, CPA 401K PLAN | - | 3 | $61,558 | $32,726 | $10,909iApproximate average salary by contribution assumption: employee only about $272,717 at 4% or $181,811 at 6%; with 50% employer match about $181,811 at 4% or $121,207 at 6%; with 100% employer match about $136,358 at 4% or $90,906 at 6%. |
| 2013 | 1 | 3 | $27,484 | $25,859 | $8,620iApproximate average salary by contribution assumption: employee only about $215,492 at 4% or $143,661 at 6%; with 50% employer match about $143,661 at 4% or $95,774 at 6%; with 100% employer match about $107,746 at 4% or $71,831 at 6%. |
| MARK L. SCHMITT, CPA 401K PLAN | - | 3 | $27,484 | $25,859 | $8,620iApproximate average salary by contribution assumption: employee only about $215,492 at 4% or $143,661 at 6%; with 50% employer match about $143,661 at 4% or $95,774 at 6%; with 100% employer match about $107,746 at 4% or $71,831 at 6%. |
| 2012 | 1 | 0 | $0 | $0 | - |
| MARK L. SCHMITT, CPA 401K PLAN | - | 0 | $0 | - | - |
| 2011 | 1 | 0 | $0 | $0 | - |
| MARK L. SCHMITT, CPA 401K PLAN | - | 0 | $0 | - | - |