Civic Intelligence
Filing

Schatzman Baker 401K Profit Sharing Plan & Trust

Mccarthy and Schatzman, P.A. • EIN 22-1918080 • Princeton, NJ • Plan year 2015

Company ProfileSource Archive
731 Alexander RoadSuite 201Princeton, NJ 08540
Filing Insights

Participants

Down

16 → 15

-1 • -6.25%

Assets

No comparison

- → $711,613

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context

No event flags were generated for this filing.

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

This Form 5500-SF filing only has summary rows in the source dataset, so there are no separate schedule rows to display.

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202410$0$4,565-
Schatzman Baker 401K Profit Sharing Plan & Trust-0$0$4,565-
2023111$369,454$9,058$823iApproximate average salary by contribution assumption: employee only about $20,586 at 4% or $13,724 at 6%; with 50% employer match about $13,724 at 4% or $9,149 at 6%; with 100% employer match about $10,293 at 4% or $6,862 at 6%.
Schatzman Baker 401K Profit Sharing Plan & Trust-11$369,454$9,058$823iApproximate average salary by contribution assumption: employee only about $20,586 at 4% or $13,724 at 6%; with 50% employer match about $13,724 at 4% or $9,149 at 6%; with 100% employer match about $10,293 at 4% or $6,862 at 6%.
2022111$314,242$8,197$745iApproximate average salary by contribution assumption: employee only about $18,630 at 4% or $12,420 at 6%; with 50% employer match about $12,420 at 4% or $8,280 at 6%; with 100% employer match about $9,315 at 4% or $6,210 at 6%.
Schatzman Baker 401K Profit Sharing Plan & Trust-11$314,242$8,197$745iApproximate average salary by contribution assumption: employee only about $18,630 at 4% or $12,420 at 6%; with 50% employer match about $12,420 at 4% or $8,280 at 6%; with 100% employer match about $9,315 at 4% or $6,210 at 6%.
2021111$376,619$9,010$819iApproximate average salary by contribution assumption: employee only about $20,477 at 4% or $13,652 at 6%; with 50% employer match about $13,652 at 4% or $9,101 at 6%; with 100% employer match about $10,239 at 4% or $6,826 at 6%.
Schatzman Baker 401K Profit Sharing Plan & Trust-11$376,619$9,010$819iApproximate average salary by contribution assumption: employee only about $20,477 at 4% or $13,652 at 6%; with 50% employer match about $13,652 at 4% or $9,101 at 6%; with 100% employer match about $10,239 at 4% or $6,826 at 6%.
2020111$324,586$9,807$892iApproximate average salary by contribution assumption: employee only about $22,289 at 4% or $14,859 at 6%; with 50% employer match about $14,859 at 4% or $9,906 at 6%; with 100% employer match about $11,144 at 4% or $7,430 at 6%.
Schatzman Baker 401K Profit Sharing Plan & Trust-11$324,586$9,807$892iApproximate average salary by contribution assumption: employee only about $22,289 at 4% or $14,859 at 6%; with 50% employer match about $14,859 at 4% or $9,906 at 6%; with 100% employer match about $11,144 at 4% or $7,430 at 6%.
2019114$774,683$10,632$759iApproximate average salary by contribution assumption: employee only about $18,986 at 4% or $12,657 at 6%; with 50% employer match about $12,657 at 4% or $8,438 at 6%; with 100% employer match about $9,493 at 4% or $6,329 at 6%.
Schatzman Baker 401K Profit Sharing Plan & Trust-14$774,683$10,632$759iApproximate average salary by contribution assumption: employee only about $18,986 at 4% or $12,657 at 6%; with 50% employer match about $12,657 at 4% or $8,438 at 6%; with 100% employer match about $9,493 at 4% or $6,329 at 6%.
2018115$608,599$13,349$890iApproximate average salary by contribution assumption: employee only about $22,248 at 4% or $14,832 at 6%; with 50% employer match about $14,832 at 4% or $9,888 at 6%; with 100% employer match about $11,124 at 4% or $7,416 at 6%.
Schatzman Baker 401K Profit Sharing Plan & Trust-15$608,599$13,349$890iApproximate average salary by contribution assumption: employee only about $22,248 at 4% or $14,832 at 6%; with 50% employer match about $14,832 at 4% or $9,888 at 6%; with 100% employer match about $11,124 at 4% or $7,416 at 6%.
2017113$675,213$14,518$1,117iApproximate average salary by contribution assumption: employee only about $27,919 at 4% or $18,613 at 6%; with 50% employer match about $18,613 at 4% or $12,409 at 6%; with 100% employer match about $13,960 at 4% or $9,306 at 6%.
Schatzman Baker 401K Profit Sharing Plan & Trust-13$675,213$14,518$1,117iApproximate average salary by contribution assumption: employee only about $27,919 at 4% or $18,613 at 6%; with 50% employer match about $18,613 at 4% or $12,409 at 6%; with 100% employer match about $13,960 at 4% or $9,306 at 6%.
2016115$572,354$44,251$2,950iApproximate average salary by contribution assumption: employee only about $73,752 at 4% or $49,168 at 6%; with 50% employer match about $49,168 at 4% or $32,779 at 6%; with 100% employer match about $36,876 at 4% or $24,584 at 6%.
Schatzman Baker 401K Profit Sharing Plan & Trust-15$572,354$44,251$2,950iApproximate average salary by contribution assumption: employee only about $73,752 at 4% or $49,168 at 6%; with 50% employer match about $49,168 at 4% or $32,779 at 6%; with 100% employer match about $36,876 at 4% or $24,584 at 6%.
2015115$711,613$23,856$1,590iApproximate average salary by contribution assumption: employee only about $39,760 at 4% or $26,507 at 6%; with 50% employer match about $26,507 at 4% or $17,671 at 6%; with 100% employer match about $19,880 at 4% or $13,253 at 6%.
Schatzman Baker 401K Profit Sharing Plan & TrustCurrent15$711,613$23,856$1,590iApproximate average salary by contribution assumption: employee only about $39,760 at 4% or $26,507 at 6%; with 50% employer match about $26,507 at 4% or $17,671 at 6%; with 100% employer match about $19,880 at 4% or $13,253 at 6%.
2014115$695,660$28,808$1,921iApproximate average salary by contribution assumption: employee only about $48,013 at 4% or $32,009 at 6%; with 50% employer match about $32,009 at 4% or $21,339 at 6%; with 100% employer match about $24,007 at 4% or $16,004 at 6%.
Schatzman Baker 401K Profit Sharing Plan & Trust-15$695,660$28,808$1,921iApproximate average salary by contribution assumption: employee only about $48,013 at 4% or $32,009 at 6%; with 50% employer match about $32,009 at 4% or $21,339 at 6%; with 100% employer match about $24,007 at 4% or $16,004 at 6%.
2013117$628,301$25,609$1,506iApproximate average salary by contribution assumption: employee only about $37,660 at 4% or $25,107 at 6%; with 50% employer match about $25,107 at 4% or $16,738 at 6%; with 100% employer match about $18,830 at 4% or $12,553 at 6%.
Schatzman Baker 401K Profit Sharing Plan & Trust-17$628,301$25,609$1,506iApproximate average salary by contribution assumption: employee only about $37,660 at 4% or $25,107 at 6%; with 50% employer match about $25,107 at 4% or $16,738 at 6%; with 100% employer match about $18,830 at 4% or $12,553 at 6%.
2012116$576,523$25,564$1,598iApproximate average salary by contribution assumption: employee only about $39,944 at 4% or $26,629 at 6%; with 50% employer match about $26,629 at 4% or $17,753 at 6%; with 100% employer match about $19,972 at 4% or $13,315 at 6%.
Schatzman Baker 401K Profit Sharing Plan & Trust-16$576,523$25,564$1,598iApproximate average salary by contribution assumption: employee only about $39,944 at 4% or $26,629 at 6%; with 50% employer match about $26,629 at 4% or $17,753 at 6%; with 100% employer match about $19,972 at 4% or $13,315 at 6%.
2011118$1,256,788$25,980$1,443iApproximate average salary by contribution assumption: employee only about $36,083 at 4% or $24,056 at 6%; with 50% employer match about $24,056 at 4% or $16,037 at 6%; with 100% employer match about $18,042 at 4% or $12,028 at 6%.
Schatzman Baker 401K Profit Sharing Plan & Trust-18$1,256,788$25,980$1,443iApproximate average salary by contribution assumption: employee only about $36,083 at 4% or $24,056 at 6%; with 50% employer match about $24,056 at 4% or $16,037 at 6%; with 100% employer match about $18,042 at 4% or $12,028 at 6%.
2010119$1,257,170$38,208$2,011iApproximate average salary by contribution assumption: employee only about $50,274 at 4% or $33,516 at 6%; with 50% employer match about $33,516 at 4% or $22,344 at 6%; with 100% employer match about $25,137 at 4% or $16,758 at 6%.
Schatzman Baker 401K Profit Sharing Plan & Trust-19$1,257,170$38,208$2,011iApproximate average salary by contribution assumption: employee only about $50,274 at 4% or $33,516 at 6%; with 50% employer match about $33,516 at 4% or $22,344 at 6%; with 100% employer match about $25,137 at 4% or $16,758 at 6%.
2009115$1,385,428$57,466$3,831iApproximate average salary by contribution assumption: employee only about $95,777 at 4% or $63,851 at 6%; with 50% employer match about $63,851 at 4% or $42,567 at 6%; with 100% employer match about $47,888 at 4% or $31,926 at 6%.
Schatzman Baker 401K Profit Sharing Plan & Trust-15$1,385,428$57,466$3,831iApproximate average salary by contribution assumption: employee only about $95,777 at 4% or $63,851 at 6%; with 50% employer match about $63,851 at 4% or $42,567 at 6%; with 100% employer match about $47,888 at 4% or $31,926 at 6%.
2008123$0$0-
Schatzman Baker 401K Profit Sharing Plan & Trust-23---
2007120$0$0-
Schatzman Baker 401K Profit Sharing Plan & Trust-20---
2006121$0$0-
Schatzman Baker 401K Profit Sharing Plan & Trust-21---
2005117$0$0-
Mccarthy and Schatzman Retirement Plan-17---
2003119$0$0-
Mccarthy and Schatzman Retirement Plan-19---
2002118$0$0-
Mccarthy and Schatzman Retirement Plan-18---
2001118$0$0-
Mccarthy and Schatzman Retirement Plan-18---
2000120$0$0-
Mccarthy and Schatzman Retirement Plan-20---
1999117$0$0-
Mccarthy and Schatzman Retirement Plan-17---
Schedule Details

This Form 5500-SF filing only has summary rows in the source dataset, so there are no separate schedule rows to display.

Filing received by DOL Jun 15, 2016