Newman & Schimel LLC
Plan context: Newman & Schimel LLC 401(K) Plan and Trust
EIN 20-8008610 • 16 filings • 2 plans
Current Snapshot
Latest Year
2022
2022 Participants
3
2022 Assets
$2,951,787
2022 Contributions
$144,672
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $2,951,787 | $144,672 | - |
| Newman & Schimel LLC 401(K) Plan and Trust | - | 0 | $2,951,787 | $144,672 | - |
| 2021 | 1 | 3 | $2,851,626 | $137,224 | $45,741iApproximate average salary by contribution assumption: employee only about $1,143,533 at 4% or $762,356 at 6%; with 50% employer match about $762,356 at 4% or $508,237 at 6%; with 100% employer match about $571,767 at 4% or $381,178 at 6%. |
| Newman & Schimel LLC 401(K) Plan and Trust | - | 3 | $2,851,626 | $137,224 | $45,741iApproximate average salary by contribution assumption: employee only about $1,143,533 at 4% or $762,356 at 6%; with 50% employer match about $762,356 at 4% or $508,237 at 6%; with 100% employer match about $571,767 at 4% or $381,178 at 6%. |
| 2020 | 1 | 3 | $2,580,244 | $134,704 | $44,901iApproximate average salary by contribution assumption: employee only about $1,122,533 at 4% or $748,356 at 6%; with 50% employer match about $748,356 at 4% or $498,904 at 6%; with 100% employer match about $561,267 at 4% or $374,178 at 6%. |
| Newman & Schimel LLC 401(K) Plan and Trust | - | 3 | $2,580,244 | $134,704 | $44,901iApproximate average salary by contribution assumption: employee only about $1,122,533 at 4% or $748,356 at 6%; with 50% employer match about $748,356 at 4% or $498,904 at 6%; with 100% employer match about $561,267 at 4% or $374,178 at 6%. |
| 2019 | 1 | 3 | $2,522,255 | $131,870 | $43,957iApproximate average salary by contribution assumption: employee only about $1,098,917 at 4% or $732,611 at 6%; with 50% employer match about $732,611 at 4% or $488,407 at 6%; with 100% employer match about $549,458 at 4% or $366,306 at 6%. |
| Newman & Schimel LLC 401(K) Plan and Trust | - | 3 | $2,522,255 | $131,870 | $43,957iApproximate average salary by contribution assumption: employee only about $1,098,917 at 4% or $732,611 at 6%; with 50% employer match about $732,611 at 4% or $488,407 at 6%; with 100% employer match about $549,458 at 4% or $366,306 at 6%. |
| 2018 | 1 | 3 | $2,133,094 | $130,300 | $43,433iApproximate average salary by contribution assumption: employee only about $1,085,833 at 4% or $723,889 at 6%; with 50% employer match about $723,889 at 4% or $482,593 at 6%; with 100% employer match about $542,917 at 4% or $361,944 at 6%. |
| Newman & Schimel LLC 401(K) Plan and Trust | - | 3 | $2,133,094 | $130,300 | $43,433iApproximate average salary by contribution assumption: employee only about $1,085,833 at 4% or $723,889 at 6%; with 50% employer match about $723,889 at 4% or $482,593 at 6%; with 100% employer match about $542,917 at 4% or $361,944 at 6%. |
| 2017 | 1 | 3 | $2,205,281 | $126,146 | $42,049iApproximate average salary by contribution assumption: employee only about $1,051,217 at 4% or $700,811 at 6%; with 50% employer match about $700,811 at 4% or $467,207 at 6%; with 100% employer match about $525,608 at 4% or $350,406 at 6%. |
| Newman & Schimel LLC 401(K) Plan and Trust | - | 3 | $2,205,281 | $126,146 | $42,049iApproximate average salary by contribution assumption: employee only about $1,051,217 at 4% or $700,811 at 6%; with 50% employer match about $700,811 at 4% or $467,207 at 6%; with 100% employer match about $525,608 at 4% or $350,406 at 6%. |
| 2016 | 1 | 3 | $1,906,716 | $117,818 | $39,273iApproximate average salary by contribution assumption: employee only about $981,817 at 4% or $654,544 at 6%; with 50% employer match about $654,544 at 4% or $436,363 at 6%; with 100% employer match about $490,908 at 4% or $327,272 at 6%. |
| Newman & Schimel LLC 401(K) Plan and Trust | - | 3 | $1,906,716 | $117,818 | $39,273iApproximate average salary by contribution assumption: employee only about $981,817 at 4% or $654,544 at 6%; with 50% employer match about $654,544 at 4% or $436,363 at 6%; with 100% employer match about $490,908 at 4% or $327,272 at 6%. |
| 2015 | 1 | 3 | $1,723,588 | $117,905 | $39,302iApproximate average salary by contribution assumption: employee only about $982,542 at 4% or $655,028 at 6%; with 50% employer match about $655,028 at 4% or $436,685 at 6%; with 100% employer match about $491,271 at 4% or $327,514 at 6%. |
| Newman & Schimel LLC 401(K) Plan and Trust | - | 3 | $1,723,588 | $117,905 | $39,302iApproximate average salary by contribution assumption: employee only about $982,542 at 4% or $655,028 at 6%; with 50% employer match about $655,028 at 4% or $436,685 at 6%; with 100% employer match about $491,271 at 4% or $327,514 at 6%. |
| 2014 | 1 | 3 | $1,633,930 | $115,646 | $38,549iApproximate average salary by contribution assumption: employee only about $963,717 at 4% or $642,478 at 6%; with 50% employer match about $642,478 at 4% or $428,319 at 6%; with 100% employer match about $481,858 at 4% or $321,239 at 6%. |
| Newman & Schimel LLC 401(K) Plan and Trust | - | 3 | $1,633,930 | $115,646 | $38,549iApproximate average salary by contribution assumption: employee only about $963,717 at 4% or $642,478 at 6%; with 50% employer match about $642,478 at 4% or $428,319 at 6%; with 100% employer match about $481,858 at 4% or $321,239 at 6%. |
| 2013 | 1 | 3 | $1,475,955 | $112,421 | $37,474iApproximate average salary by contribution assumption: employee only about $936,842 at 4% or $624,561 at 6%; with 50% employer match about $624,561 at 4% or $416,374 at 6%; with 100% employer match about $468,421 at 4% or $312,281 at 6%. |
| Newman & Schimel LLC 401(K) Plan and Trust | - | 3 | $1,475,955 | $112,421 | $37,474iApproximate average salary by contribution assumption: employee only about $936,842 at 4% or $624,561 at 6%; with 50% employer match about $624,561 at 4% or $416,374 at 6%; with 100% employer match about $468,421 at 4% or $312,281 at 6%. |
| 2012 | 1 | 3 | $1,212,827 | $105,680 | $35,227iApproximate average salary by contribution assumption: employee only about $880,667 at 4% or $587,111 at 6%; with 50% employer match about $587,111 at 4% or $391,407 at 6%; with 100% employer match about $440,333 at 4% or $293,556 at 6%. |
| Newman & Schimel LLC 401(K) Plan and Trust | - | 3 | $1,212,827 | $105,680 | $35,227iApproximate average salary by contribution assumption: employee only about $880,667 at 4% or $587,111 at 6%; with 50% employer match about $587,111 at 4% or $391,407 at 6%; with 100% employer match about $440,333 at 4% or $293,556 at 6%. |
| 2011 | 1 | 3 | $971,970 | $105,805 | $35,268iApproximate average salary by contribution assumption: employee only about $881,708 at 4% or $587,806 at 6%; with 50% employer match about $587,806 at 4% or $391,870 at 6%; with 100% employer match about $440,854 at 4% or $293,903 at 6%. |
| Newman & Schimel LLC 401(K) Plan and Trust | - | 3 | $971,970 | $105,805 | $35,268iApproximate average salary by contribution assumption: employee only about $881,708 at 4% or $587,806 at 6%; with 50% employer match about $587,806 at 4% or $391,870 at 6%; with 100% employer match about $440,854 at 4% or $293,903 at 6%. |
| 2010 | 1 | 3 | $908,772 | $103,413 | $34,471iApproximate average salary by contribution assumption: employee only about $861,775 at 4% or $574,517 at 6%; with 50% employer match about $574,517 at 4% or $383,011 at 6%; with 100% employer match about $430,888 at 4% or $287,258 at 6%. |
| Newman & Schimel LLC 401(K) Plan and Trust | - | 3 | $908,772 | $103,413 | $34,471iApproximate average salary by contribution assumption: employee only about $861,775 at 4% or $574,517 at 6%; with 50% employer match about $574,517 at 4% or $383,011 at 6%; with 100% employer match about $430,888 at 4% or $287,258 at 6%. |
| 2009 | 1 | 3 | $692,924 | $104,037 | $34,679iApproximate average salary by contribution assumption: employee only about $866,975 at 4% or $577,983 at 6%; with 50% employer match about $577,983 at 4% or $385,322 at 6%; with 100% employer match about $433,488 at 4% or $288,992 at 6%. |
| Newman & Schimel LLC 401(K) Plan and Trust | - | 3 | $692,924 | $104,037 | $34,679iApproximate average salary by contribution assumption: employee only about $866,975 at 4% or $577,983 at 6%; with 50% employer match about $577,983 at 4% or $385,322 at 6%; with 100% employer match about $433,488 at 4% or $288,992 at 6%. |
| 2008 | 1 | 3 | $408,455 | $105,160 | $35,053iApproximate average salary by contribution assumption: employee only about $876,333 at 4% or $584,222 at 6%; with 50% employer match about $584,222 at 4% or $389,481 at 6%; with 100% employer match about $438,167 at 4% or $292,111 at 6%. |
| Newman & Schimel LLC 401(K) Plan and Trust | - | 3 | $408,455 | $105,160 | $35,053iApproximate average salary by contribution assumption: employee only about $876,333 at 4% or $584,222 at 6%; with 50% employer match about $584,222 at 4% or $389,481 at 6%; with 100% employer match about $438,167 at 4% or $292,111 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Newman & Schimel LLC 401(K) Plan and Trust | - | 3 | - | - | - |