Civic Intelligence

Arthur R. Schramm, III, Dds, Pa

Plan context: Arthur R. Schramm, III, Dds, Pa 401(K) Retirement Plan

EIN 20-5432501 • Charlotte, NC • 16 filings • 1 plans

12311 Copper Way Ste 101Charlotte, NC 28277-3643
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$44

2024 Contributions

$27,003

Historical Graphs

Total Assets Over Time

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

$2,690,257$1,345,129$0200920172024YearValue
$44Latest year 2024

Participants Over Time

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

1470200920172024YearValue
1Latest 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
202411$44$27,003$27,003iApproximate average salary by contribution assumption: employee only about $675,075 at 4% or $450,050 at 6%; with 50% employer match about $450,050 at 4% or $300,033 at 6%; with 100% employer match about $337,538 at 4% or $225,025 at 6%.
Arthur R. Schramm, III, Dds, Pa 401(K) Retirement Plan-1$44$27,003$27,003iApproximate average salary by contribution assumption: employee only about $675,075 at 4% or $450,050 at 6%; with 50% employer match about $450,050 at 4% or $300,033 at 6%; with 100% employer match about $337,538 at 4% or $225,025 at 6%.
2023114$2,652,368$43,146$3,082iApproximate average salary by contribution assumption: employee only about $77,046 at 4% or $51,364 at 6%; with 50% employer match about $51,364 at 4% or $34,243 at 6%; with 100% employer match about $38,523 at 4% or $25,682 at 6%.
Arthur R. Schramm, III, Dds, Pa 401(K) Retirement Plan-14$2,652,368$43,146$3,082iApproximate average salary by contribution assumption: employee only about $77,046 at 4% or $51,364 at 6%; with 50% employer match about $51,364 at 4% or $34,243 at 6%; with 100% employer match about $38,523 at 4% or $25,682 at 6%.
2022111$2,268,194$107,118$9,738iApproximate average salary by contribution assumption: employee only about $243,450 at 4% or $162,300 at 6%; with 50% employer match about $162,300 at 4% or $108,200 at 6%; with 100% employer match about $121,725 at 4% or $81,150 at 6%.
Arthur R. Schramm, III, Dds, Pa 401(K) Retirement Plan-11$2,268,194$107,118$9,738iApproximate average salary by contribution assumption: employee only about $243,450 at 4% or $162,300 at 6%; with 50% employer match about $162,300 at 4% or $108,200 at 6%; with 100% employer match about $121,725 at 4% or $81,150 at 6%.
202119$2,690,257$88,006$9,778iApproximate average salary by contribution assumption: employee only about $244,461 at 4% or $162,974 at 6%; with 50% employer match about $162,974 at 4% or $108,649 at 6%; with 100% employer match about $122,231 at 4% or $81,487 at 6%.
Arthur R. Schramm, III, Dds, Pa 401(K) Retirement Plan-9$2,690,257$88,006$9,778iApproximate average salary by contribution assumption: employee only about $244,461 at 4% or $162,974 at 6%; with 50% employer match about $162,974 at 4% or $108,649 at 6%; with 100% employer match about $122,231 at 4% or $81,487 at 6%.
202019$2,312,772$75,615$8,402iApproximate average salary by contribution assumption: employee only about $210,042 at 4% or $140,028 at 6%; with 50% employer match about $140,028 at 4% or $93,352 at 6%; with 100% employer match about $105,021 at 4% or $70,014 at 6%.
Arthur R. Schramm, III, Dds, Pa 401(K) Retirement Plan-9$2,312,772$75,615$8,402iApproximate average salary by contribution assumption: employee only about $210,042 at 4% or $140,028 at 6%; with 50% employer match about $140,028 at 4% or $93,352 at 6%; with 100% employer match about $105,021 at 4% or $70,014 at 6%.
201917$2,006,086$196,511$28,073iApproximate average salary by contribution assumption: employee only about $701,825 at 4% or $467,883 at 6%; with 50% employer match about $467,883 at 4% or $311,922 at 6%; with 100% employer match about $350,913 at 4% or $233,942 at 6%.
Arthur R. Schramm, III, Dds, Pa 401(K) Retirement Plan-7$2,006,086$196,511$28,073iApproximate average salary by contribution assumption: employee only about $701,825 at 4% or $467,883 at 6%; with 50% employer match about $467,883 at 4% or $311,922 at 6%; with 100% employer match about $350,913 at 4% or $233,942 at 6%.
201815$1,525,230$56,000$11,200iApproximate average salary by contribution assumption: employee only about $280,000 at 4% or $186,667 at 6%; with 50% employer match about $186,667 at 4% or $124,444 at 6%; with 100% employer match about $140,000 at 4% or $93,333 at 6%.
Arthur R. Schramm, III, Dds, Pa 401(K) Retirement Plan-5$1,525,230$56,000$11,200iApproximate average salary by contribution assumption: employee only about $280,000 at 4% or $186,667 at 6%; with 50% employer match about $186,667 at 4% or $124,444 at 6%; with 100% employer match about $140,000 at 4% or $93,333 at 6%.
201715$1,622,745$87,232$17,446iApproximate average salary by contribution assumption: employee only about $436,160 at 4% or $290,773 at 6%; with 50% employer match about $290,773 at 4% or $193,849 at 6%; with 100% employer match about $218,080 at 4% or $145,387 at 6%.
Arthur R. Schramm, III, Dds, Pa 401(K) Retirement Plan-5$1,622,745$87,232$17,446iApproximate average salary by contribution assumption: employee only about $436,160 at 4% or $290,773 at 6%; with 50% employer match about $290,773 at 4% or $193,849 at 6%; with 100% employer match about $218,080 at 4% or $145,387 at 6%.
201615$1,452,656$92,508$18,502iApproximate average salary by contribution assumption: employee only about $462,540 at 4% or $308,360 at 6%; with 50% employer match about $308,360 at 4% or $205,573 at 6%; with 100% employer match about $231,270 at 4% or $154,180 at 6%.
Arthur R. Schramm, III, Dds, Pa 401(K) Retirement Plan-5$1,452,656$92,508$18,502iApproximate average salary by contribution assumption: employee only about $462,540 at 4% or $308,360 at 6%; with 50% employer match about $308,360 at 4% or $205,573 at 6%; with 100% employer match about $231,270 at 4% or $154,180 at 6%.
201516$1,332,508$87,647$14,608iApproximate average salary by contribution assumption: employee only about $365,196 at 4% or $243,464 at 6%; with 50% employer match about $243,464 at 4% or $162,309 at 6%; with 100% employer match about $182,598 at 4% or $121,732 at 6%.
Arthur R. Schramm, III, Dds, Pa 401(K) Retirement Plan-6$1,332,508$87,647$14,608iApproximate average salary by contribution assumption: employee only about $365,196 at 4% or $243,464 at 6%; with 50% employer match about $243,464 at 4% or $162,309 at 6%; with 100% employer match about $182,598 at 4% or $121,732 at 6%.
201417$1,269,915$85,658$12,237iApproximate average salary by contribution assumption: employee only about $305,921 at 4% or $203,948 at 6%; with 50% employer match about $203,948 at 4% or $135,965 at 6%; with 100% employer match about $152,961 at 4% or $101,974 at 6%.
Arthur R. Schramm, III, Dds, Pa 401(K) Retirement Plan-7$1,269,915$85,658$12,237iApproximate average salary by contribution assumption: employee only about $305,921 at 4% or $203,948 at 6%; with 50% employer match about $203,948 at 4% or $135,965 at 6%; with 100% employer match about $152,961 at 4% or $101,974 at 6%.
201317$1,177,300$60,774$8,682iApproximate average salary by contribution assumption: employee only about $217,050 at 4% or $144,700 at 6%; with 50% employer match about $144,700 at 4% or $96,467 at 6%; with 100% employer match about $108,525 at 4% or $72,350 at 6%.
Arthur R. Schramm, III, Dds, Pa 401(K) Retirement Plan-7$1,177,300$60,774$8,682iApproximate average salary by contribution assumption: employee only about $217,050 at 4% or $144,700 at 6%; with 50% employer match about $144,700 at 4% or $96,467 at 6%; with 100% employer match about $108,525 at 4% or $72,350 at 6%.
201217$1,000,956$88,081$12,583iApproximate average salary by contribution assumption: employee only about $314,575 at 4% or $209,717 at 6%; with 50% employer match about $209,717 at 4% or $139,811 at 6%; with 100% employer match about $157,288 at 4% or $104,858 at 6%.
Arthur R. Schramm, III, Dds, Pa 401(K) Retirement Plan-7$1,000,956$88,081$12,583iApproximate average salary by contribution assumption: employee only about $314,575 at 4% or $209,717 at 6%; with 50% employer match about $209,717 at 4% or $139,811 at 6%; with 100% employer match about $157,288 at 4% or $104,858 at 6%.
201117$829,557$665,669$95,096iApproximate average salary by contribution assumption: employee only about $2,377,389 at 4% or $1,584,926 at 6%; with 50% employer match about $1,584,926 at 4% or $1,056,617 at 6%; with 100% employer match about $1,188,695 at 4% or $792,463 at 6%.
Arthur R. Schramm, III, Dds, Pa 401(K) Retirement Plan-7$829,557$665,669$95,096iApproximate average salary by contribution assumption: employee only about $2,377,389 at 4% or $1,584,926 at 6%; with 50% employer match about $1,584,926 at 4% or $1,056,617 at 6%; with 100% employer match about $1,188,695 at 4% or $792,463 at 6%.
201017$168,256$83,836$11,977iApproximate average salary by contribution assumption: employee only about $299,414 at 4% or $199,610 at 6%; with 50% employer match about $199,610 at 4% or $133,073 at 6%; with 100% employer match about $149,707 at 4% or $99,805 at 6%.
Arthur R. Schramm, III, Dds, Pa 401(K) Retirement Plan-7$168,256$83,836$11,977iApproximate average salary by contribution assumption: employee only about $299,414 at 4% or $199,610 at 6%; with 50% employer match about $199,610 at 4% or $133,073 at 6%; with 100% employer match about $149,707 at 4% or $99,805 at 6%.
200917$75,890$75,728$10,818iApproximate average salary by contribution assumption: employee only about $270,457 at 4% or $180,305 at 6%; with 50% employer match about $180,305 at 4% or $120,203 at 6%; with 100% employer match about $135,229 at 4% or $90,152 at 6%.
Arthur R. Schramm, III, Dds, Pa 401(K) Retirement Plan-7$75,890$75,728$10,818iApproximate average salary by contribution assumption: employee only about $270,457 at 4% or $180,305 at 6%; with 50% employer match about $180,305 at 4% or $120,203 at 6%; with 100% employer match about $135,229 at 4% or $90,152 at 6%.