Dr. Neal B. Schultz
Plan context: Dr. Neal B. Schultz 401(K) Plan
EIN 22-2278059 • New York, NY • 24 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$3,072,446
2024 Contributions
$149,729
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 13 | $3,072,446 | $149,729 | $11,518iApproximate average salary by contribution assumption: employee only about $287,940 at 4% or $191,960 at 6%; with 50% employer match about $191,960 at 4% or $127,974 at 6%; with 100% employer match about $143,970 at 4% or $95,980 at 6%. |
| Dr. Neal B. Schultz 401(K) Plan | - | 13 | $3,072,446 | $149,729 | $11,518iApproximate average salary by contribution assumption: employee only about $287,940 at 4% or $191,960 at 6%; with 50% employer match about $191,960 at 4% or $127,974 at 6%; with 100% employer match about $143,970 at 4% or $95,980 at 6%. |
| 2023 | 1 | 14 | $2,780,130 | $172,119 | $12,294iApproximate average salary by contribution assumption: employee only about $307,355 at 4% or $204,904 at 6%; with 50% employer match about $204,904 at 4% or $136,602 at 6%; with 100% employer match about $153,678 at 4% or $102,452 at 6%. |
| Dr. Neal B. Schultz 401(K) Plan | - | 14 | $2,780,130 | $172,119 | $12,294iApproximate average salary by contribution assumption: employee only about $307,355 at 4% or $204,904 at 6%; with 50% employer match about $204,904 at 4% or $136,602 at 6%; with 100% employer match about $153,678 at 4% or $102,452 at 6%. |
| 2022 | 1 | 14 | $2,329,370 | $158,192 | $11,299iApproximate average salary by contribution assumption: employee only about $282,486 at 4% or $188,324 at 6%; with 50% employer match about $188,324 at 4% or $125,549 at 6%; with 100% employer match about $141,243 at 4% or $94,162 at 6%. |
| Dr. Neal B. Schultz 401(K) Plan | - | 14 | $2,329,370 | $158,192 | $11,299iApproximate average salary by contribution assumption: employee only about $282,486 at 4% or $188,324 at 6%; with 50% employer match about $188,324 at 4% or $125,549 at 6%; with 100% employer match about $141,243 at 4% or $94,162 at 6%. |
| 2021 | 1 | 15 | $2,774,769 | $155,300 | $10,353iApproximate average salary by contribution assumption: employee only about $258,833 at 4% or $172,556 at 6%; with 50% employer match about $172,556 at 4% or $115,037 at 6%; with 100% employer match about $129,417 at 4% or $86,278 at 6%. |
| Dr. Neal B. Schultz 401(K) Plan | - | 15 | $2,774,769 | $155,300 | $10,353iApproximate average salary by contribution assumption: employee only about $258,833 at 4% or $172,556 at 6%; with 50% employer match about $172,556 at 4% or $115,037 at 6%; with 100% employer match about $129,417 at 4% or $86,278 at 6%. |
| 2020 | 1 | 14 | $2,448,017 | $130,240 | $9,303iApproximate average salary by contribution assumption: employee only about $232,571 at 4% or $155,048 at 6%; with 50% employer match about $155,048 at 4% or $103,365 at 6%; with 100% employer match about $116,286 at 4% or $77,524 at 6%. |
| Dr. Neal B. Schultz 401(K) Plan | - | 14 | $2,448,017 | $130,240 | $9,303iApproximate average salary by contribution assumption: employee only about $232,571 at 4% or $155,048 at 6%; with 50% employer match about $155,048 at 4% or $103,365 at 6%; with 100% employer match about $116,286 at 4% or $77,524 at 6%. |
| 2019 | 1 | 13 | $2,018,045 | $122,752 | $9,442iApproximate average salary by contribution assumption: employee only about $236,062 at 4% or $157,374 at 6%; with 50% employer match about $157,374 at 4% or $104,916 at 6%; with 100% employer match about $118,031 at 4% or $78,687 at 6%. |
| Dr. Neal B. Schultz 401(K) Plan | - | 13 | $2,018,045 | $122,752 | $9,442iApproximate average salary by contribution assumption: employee only about $236,062 at 4% or $157,374 at 6%; with 50% employer match about $157,374 at 4% or $104,916 at 6%; with 100% employer match about $118,031 at 4% or $78,687 at 6%. |
| 2018 | 1 | 14 | $1,597,195 | $121,476 | $8,677iApproximate average salary by contribution assumption: employee only about $216,921 at 4% or $144,614 at 6%; with 50% employer match about $144,614 at 4% or $96,410 at 6%; with 100% employer match about $108,461 at 4% or $72,307 at 6%. |
| Dr. Neal B. Schultz 401(K) Plan | - | 14 | $1,597,195 | $121,476 | $8,677iApproximate average salary by contribution assumption: employee only about $216,921 at 4% or $144,614 at 6%; with 50% employer match about $144,614 at 4% or $96,410 at 6%; with 100% employer match about $108,461 at 4% or $72,307 at 6%. |
| 2017 | 1 | 10 | $1,579,229 | $121,712 | $12,171iApproximate average salary by contribution assumption: employee only about $304,280 at 4% or $202,853 at 6%; with 50% employer match about $202,853 at 4% or $135,236 at 6%; with 100% employer match about $152,140 at 4% or $101,427 at 6%. |
| Dr. Neal B. Schultz 401(K) Plan | - | 10 | $1,579,229 | $121,712 | $12,171iApproximate average salary by contribution assumption: employee only about $304,280 at 4% or $202,853 at 6%; with 50% employer match about $202,853 at 4% or $135,236 at 6%; with 100% employer match about $152,140 at 4% or $101,427 at 6%. |
| 2016 | 1 | 15 | $1,249,264 | $114,423 | $7,628iApproximate average salary by contribution assumption: employee only about $190,705 at 4% or $127,137 at 6%; with 50% employer match about $127,137 at 4% or $84,758 at 6%; with 100% employer match about $95,353 at 4% or $63,568 at 6%. |
| Dr. Neal B. Schultz 401(K) Plan | - | 15 | $1,249,264 | $114,423 | $7,628iApproximate average salary by contribution assumption: employee only about $190,705 at 4% or $127,137 at 6%; with 50% employer match about $127,137 at 4% or $84,758 at 6%; with 100% employer match about $95,353 at 4% or $63,568 at 6%. |
| 2015 | 1 | 11 | $1,061,494 | $123,928 | $11,266iApproximate average salary by contribution assumption: employee only about $281,655 at 4% or $187,770 at 6%; with 50% employer match about $187,770 at 4% or $125,180 at 6%; with 100% employer match about $140,827 at 4% or $93,885 at 6%. |
| Dr. Neal B. Schultz 401(K) Plan | - | 11 | $1,061,494 | $123,928 | $11,266iApproximate average salary by contribution assumption: employee only about $281,655 at 4% or $187,770 at 6%; with 50% employer match about $187,770 at 4% or $125,180 at 6%; with 100% employer match about $140,827 at 4% or $93,885 at 6%. |
| 2014 | 1 | 11 | $966,248 | $58,545 | $5,322iApproximate average salary by contribution assumption: employee only about $133,057 at 4% or $88,705 at 6%; with 50% employer match about $88,705 at 4% or $59,136 at 6%; with 100% employer match about $66,528 at 4% or $44,352 at 6%. |
| Dr. Neal B. Schultz 401(K) Plan | - | 11 | $966,248 | $58,545 | $5,322iApproximate average salary by contribution assumption: employee only about $133,057 at 4% or $88,705 at 6%; with 50% employer match about $88,705 at 4% or $59,136 at 6%; with 100% employer match about $66,528 at 4% or $44,352 at 6%. |
| 2013 | 1 | 11 | $876,536 | $63,268 | $5,752iApproximate average salary by contribution assumption: employee only about $143,791 at 4% or $95,861 at 6%; with 50% employer match about $95,861 at 4% or $63,907 at 6%; with 100% employer match about $71,895 at 4% or $47,930 at 6%. |
| Dr. Neal B. Schultz 401(K) Plan | - | 11 | $876,536 | $63,268 | $5,752iApproximate average salary by contribution assumption: employee only about $143,791 at 4% or $95,861 at 6%; with 50% employer match about $95,861 at 4% or $63,907 at 6%; with 100% employer match about $71,895 at 4% or $47,930 at 6%. |
| 2012 | 1 | 10 | $662,658 | $56,249 | $5,625iApproximate average salary by contribution assumption: employee only about $140,623 at 4% or $93,748 at 6%; with 50% employer match about $93,748 at 4% or $62,499 at 6%; with 100% employer match about $70,311 at 4% or $46,874 at 6%. |
| Dr. Neal B. Schultz 401(K) Plan | - | 10 | $662,658 | $56,249 | $5,625iApproximate average salary by contribution assumption: employee only about $140,623 at 4% or $93,748 at 6%; with 50% employer match about $93,748 at 4% or $62,499 at 6%; with 100% employer match about $70,311 at 4% or $46,874 at 6%. |
| 2011 | 1 | 11 | $582,831 | $61,265 | $5,570iApproximate average salary by contribution assumption: employee only about $139,239 at 4% or $92,826 at 6%; with 50% employer match about $92,826 at 4% or $61,884 at 6%; with 100% employer match about $69,619 at 4% or $46,413 at 6%. |
| Dr. Neal B. Schultz 401(K) Plan | - | 11 | $582,831 | $61,265 | $5,570iApproximate average salary by contribution assumption: employee only about $139,239 at 4% or $92,826 at 6%; with 50% employer match about $92,826 at 4% or $61,884 at 6%; with 100% employer match about $69,619 at 4% or $46,413 at 6%. |
| 2010 | 1 | 12 | $677,459 | $86,729 | $7,227iApproximate average salary by contribution assumption: employee only about $180,685 at 4% or $120,457 at 6%; with 50% employer match about $120,457 at 4% or $80,305 at 6%; with 100% employer match about $90,343 at 4% or $60,228 at 6%. |
| Dr. Neal B. Schultz 401(K) Plan | - | 12 | $677,459 | $86,729 | $7,227iApproximate average salary by contribution assumption: employee only about $180,685 at 4% or $120,457 at 6%; with 50% employer match about $120,457 at 4% or $80,305 at 6%; with 100% employer match about $90,343 at 4% or $60,228 at 6%. |
| 2009 | 1 | 13 | $535,805 | $85,800 | $6,600iApproximate average salary by contribution assumption: employee only about $165,000 at 4% or $110,000 at 6%; with 50% employer match about $110,000 at 4% or $73,333 at 6%; with 100% employer match about $82,500 at 4% or $55,000 at 6%. |
| Dr. Neal B. Schultz 401(K) Plan | - | 13 | $535,805 | $85,800 | $6,600iApproximate average salary by contribution assumption: employee only about $165,000 at 4% or $110,000 at 6%; with 50% employer match about $110,000 at 4% or $73,333 at 6%; with 100% employer match about $82,500 at 4% or $55,000 at 6%. |
| 2008 | 1 | 12 | $421,748 | $96,061 | $8,005iApproximate average salary by contribution assumption: employee only about $200,127 at 4% or $133,418 at 6%; with 50% employer match about $133,418 at 4% or $88,945 at 6%; with 100% employer match about $100,064 at 4% or $66,709 at 6%. |
| Dr. Neal B. Schultz 401(K) Plan | - | 12 | $421,748 | $96,061 | $8,005iApproximate average salary by contribution assumption: employee only about $200,127 at 4% or $133,418 at 6%; with 50% employer match about $133,418 at 4% or $88,945 at 6%; with 100% employer match about $100,064 at 4% or $66,709 at 6%. |
| 2007 | 1 | 10 | $0 | $0 | - |
| Dr. Neal B. Schultz 401(K) Plan | - | 10 | - | - | - |
| 2006 | 1 | 11 | $456,976 | $94,447 | $8,586iApproximate average salary by contribution assumption: employee only about $214,652 at 4% or $143,102 at 6%; with 50% employer match about $143,102 at 4% or $95,401 at 6%; with 100% employer match about $107,326 at 4% or $71,551 at 6%. |
| Dr. Neal B. Schultz 401(K) Plan | - | 11 | $456,976 | $94,447 | $8,586iApproximate average salary by contribution assumption: employee only about $214,652 at 4% or $143,102 at 6%; with 50% employer match about $143,102 at 4% or $95,401 at 6%; with 100% employer match about $107,326 at 4% or $71,551 at 6%. |
| 2005 | 1 | 11 | $298,163 | $72,117 | $6,556iApproximate average salary by contribution assumption: employee only about $163,902 at 4% or $109,268 at 6%; with 50% employer match about $109,268 at 4% or $72,845 at 6%; with 100% employer match about $81,951 at 4% or $54,634 at 6%. |
| Dr. Neal B. Schultz 401(K) Plan | - | 11 | $298,163 | $72,117 | $6,556iApproximate average salary by contribution assumption: employee only about $163,902 at 4% or $109,268 at 6%; with 50% employer match about $109,268 at 4% or $72,845 at 6%; with 100% employer match about $81,951 at 4% or $54,634 at 6%. |
| 2004 | 1 | 10 | $213,446 | $69,234 | $6,923iApproximate average salary by contribution assumption: employee only about $173,085 at 4% or $115,390 at 6%; with 50% employer match about $115,390 at 4% or $76,927 at 6%; with 100% employer match about $86,543 at 4% or $57,695 at 6%. |
| Dr. Neal B. Schultz 401(K) Plan | - | 10 | $213,446 | $69,234 | $6,923iApproximate average salary by contribution assumption: employee only about $173,085 at 4% or $115,390 at 6%; with 50% employer match about $115,390 at 4% or $76,927 at 6%; with 100% employer match about $86,543 at 4% or $57,695 at 6%. |
| 2003 | 1 | 10 | $123,135 | $52,876 | $5,288iApproximate average salary by contribution assumption: employee only about $132,190 at 4% or $88,127 at 6%; with 50% employer match about $88,127 at 4% or $58,751 at 6%; with 100% employer match about $66,095 at 4% or $44,063 at 6%. |
| Dr. Neal B. Schultz 401(K) Plan | - | 10 | $123,135 | $52,876 | $5,288iApproximate average salary by contribution assumption: employee only about $132,190 at 4% or $88,127 at 6%; with 50% employer match about $88,127 at 4% or $58,751 at 6%; with 100% employer match about $66,095 at 4% or $44,063 at 6%. |
| 2002 | 1 | 5 | $0 | $0 | - |
| Dr. Neal B. Schultz 401(K) Plan | - | 5 | - | - | - |
| 2001 | 1 | 7 | $0 | $0 | - |
| DR. NEAL B. SCHULTZ 401K PLAN | - | 7 | - | - | - |