Stewart and Schmidlin PLLC
Plan context: Stewart and Schmidlin PLLC 401(K) Profit Sharing Plan & Trust
EIN 26-0628065 • Smithfield, NC • 12 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$198,030
2024 Contributions
$19,230
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 | 3 | $198,030 | $19,230 | $6,410iApproximate average salary by contribution assumption: employee only about $160,250 at 4% or $106,833 at 6%; with 50% employer match about $106,833 at 4% or $71,222 at 6%; with 100% employer match about $80,125 at 4% or $53,417 at 6%. |
| Stewart and Schmidlin PLLC 401(K) Profit Sharing Plan & Trust | - | 3 | $198,030 | $19,230 | $6,410iApproximate average salary by contribution assumption: employee only about $160,250 at 4% or $106,833 at 6%; with 50% employer match about $106,833 at 4% or $71,222 at 6%; with 100% employer match about $80,125 at 4% or $53,417 at 6%. |
| 2022 | 1 | 4 | $148,916 | $16,478 | $4,120iApproximate average salary by contribution assumption: employee only about $102,988 at 4% or $68,658 at 6%; with 50% employer match about $68,658 at 4% or $45,772 at 6%; with 100% employer match about $51,494 at 4% or $34,329 at 6%. |
| Stewart and Schmidlin PLLC 401(K) Profit Sharing Plan & Trust | - | 4 | $148,916 | $16,478 | $4,120iApproximate average salary by contribution assumption: employee only about $102,988 at 4% or $68,658 at 6%; with 50% employer match about $68,658 at 4% or $45,772 at 6%; with 100% employer match about $51,494 at 4% or $34,329 at 6%. |
| 2021 | 1 | 4 | $161,846 | $16,411 | $4,103iApproximate average salary by contribution assumption: employee only about $102,569 at 4% or $68,379 at 6%; with 50% employer match about $68,379 at 4% or $45,586 at 6%; with 100% employer match about $51,284 at 4% or $34,190 at 6%. |
| Stewart and Schmidlin PLLC 401(K) Profit Sharing Plan & Trust | - | 4 | $161,846 | $16,411 | $4,103iApproximate average salary by contribution assumption: employee only about $102,569 at 4% or $68,379 at 6%; with 50% employer match about $68,379 at 4% or $45,586 at 6%; with 100% employer match about $51,284 at 4% or $34,190 at 6%. |
| 2020 | 1 | 4 | $128,174 | $15,228 | $3,807iApproximate average salary by contribution assumption: employee only about $95,175 at 4% or $63,450 at 6%; with 50% employer match about $63,450 at 4% or $42,300 at 6%; with 100% employer match about $47,588 at 4% or $31,725 at 6%. |
| Stewart and Schmidlin PLLC 401(K) Profit Sharing Plan & Trust | - | 4 | $128,174 | $15,228 | $3,807iApproximate average salary by contribution assumption: employee only about $95,175 at 4% or $63,450 at 6%; with 50% employer match about $63,450 at 4% or $42,300 at 6%; with 100% employer match about $47,588 at 4% or $31,725 at 6%. |
| 2019 | 1 | 4 | $96,989 | $15,498 | $3,875iApproximate average salary by contribution assumption: employee only about $96,863 at 4% or $64,575 at 6%; with 50% employer match about $64,575 at 4% or $43,050 at 6%; with 100% employer match about $48,431 at 4% or $32,288 at 6%. |
| Stewart and Schmidlin PLLC 401(K) Profit Sharing Plan & Trust | - | 4 | $96,989 | $15,498 | $3,875iApproximate average salary by contribution assumption: employee only about $96,863 at 4% or $64,575 at 6%; with 50% employer match about $64,575 at 4% or $43,050 at 6%; with 100% employer match about $48,431 at 4% or $32,288 at 6%. |
| 2018 | 1 | 3 | $67,059 | $10,608 | $3,536iApproximate average salary by contribution assumption: employee only about $88,400 at 4% or $58,933 at 6%; with 50% employer match about $58,933 at 4% or $39,289 at 6%; with 100% employer match about $44,200 at 4% or $29,467 at 6%. |
| Stewart and Schmidlin PLLC 401(K) Profit Sharing Plan & Trust | - | 3 | $67,059 | $10,608 | $3,536iApproximate average salary by contribution assumption: employee only about $88,400 at 4% or $58,933 at 6%; with 50% employer match about $58,933 at 4% or $39,289 at 6%; with 100% employer match about $44,200 at 4% or $29,467 at 6%. |
| 2016 | 1 | 2 | $46,668 | $8,100 | $4,050iApproximate average salary by contribution assumption: employee only about $101,250 at 4% or $67,500 at 6%; with 50% employer match about $67,500 at 4% or $45,000 at 6%; with 100% employer match about $50,625 at 4% or $33,750 at 6%. |
| Stewart and Schmidlin PLLC 401(K) Profit Sharing Plan & Trust | - | 2 | $46,668 | $8,100 | $4,050iApproximate average salary by contribution assumption: employee only about $101,250 at 4% or $67,500 at 6%; with 50% employer match about $67,500 at 4% or $45,000 at 6%; with 100% employer match about $50,625 at 4% or $33,750 at 6%. |
| 2015 | 1 | 2 | $36,391 | $8,100 | $4,050iApproximate average salary by contribution assumption: employee only about $101,250 at 4% or $67,500 at 6%; with 50% employer match about $67,500 at 4% or $45,000 at 6%; with 100% employer match about $50,625 at 4% or $33,750 at 6%. |
| Stewart and Schmidlin PLLC 401(K) Profit Sharing Plan & Trust | - | 2 | $36,391 | $8,100 | $4,050iApproximate average salary by contribution assumption: employee only about $101,250 at 4% or $67,500 at 6%; with 50% employer match about $67,500 at 4% or $45,000 at 6%; with 100% employer match about $50,625 at 4% or $33,750 at 6%. |
| 2014 | 1 | 2 | $28,792 | $7,984 | $3,992iApproximate average salary by contribution assumption: employee only about $99,800 at 4% or $66,533 at 6%; with 50% employer match about $66,533 at 4% or $44,356 at 6%; with 100% employer match about $49,900 at 4% or $33,267 at 6%. |
| Stewart and Schmidlin PLLC 401(K) Profit Sharing Plan & Trust | - | 2 | $28,792 | $7,984 | $3,992iApproximate average salary by contribution assumption: employee only about $99,800 at 4% or $66,533 at 6%; with 50% employer match about $66,533 at 4% or $44,356 at 6%; with 100% employer match about $49,900 at 4% or $33,267 at 6%. |
| 2013 | 1 | 2 | $20,051 | $10,063 | $5,032iApproximate average salary by contribution assumption: employee only about $125,788 at 4% or $83,858 at 6%; with 50% employer match about $83,858 at 4% or $55,906 at 6%; with 100% employer match about $62,894 at 4% or $41,929 at 6%. |
| Stewart and Schmidlin PLLC 401(K) Profit Sharing Plan & Trust | - | 2 | $20,051 | $10,063 | $5,032iApproximate average salary by contribution assumption: employee only about $125,788 at 4% or $83,858 at 6%; with 50% employer match about $83,858 at 4% or $55,906 at 6%; with 100% employer match about $62,894 at 4% or $41,929 at 6%. |
| 2012 | 1 | 4 | $14,030 | $14,231 | $3,558iApproximate average salary by contribution assumption: employee only about $88,944 at 4% or $59,296 at 6%; with 50% employer match about $59,296 at 4% or $39,531 at 6%; with 100% employer match about $44,472 at 4% or $29,648 at 6%. |
| Stewart and Schmidlin PLLC 401(K) Profit Sharing Plan & Trust | - | 4 | $14,030 | $14,231 | $3,558iApproximate average salary by contribution assumption: employee only about $88,944 at 4% or $59,296 at 6%; with 50% employer match about $59,296 at 4% or $39,531 at 6%; with 100% employer match about $44,472 at 4% or $29,648 at 6%. |
| 2011 | 1 | 5 | $3,704 | $3,729 | $746iApproximate average salary by contribution assumption: employee only about $18,645 at 4% or $12,430 at 6%; with 50% employer match about $12,430 at 4% or $8,287 at 6%; with 100% employer match about $9,323 at 4% or $6,215 at 6%. |
| Stewart and Schmidlin PLLC 401(K) Profit Sharing Plan & Trust | - | 5 | $3,704 | $3,729 | $746iApproximate average salary by contribution assumption: employee only about $18,645 at 4% or $12,430 at 6%; with 50% employer match about $12,430 at 4% or $8,287 at 6%; with 100% employer match about $9,323 at 4% or $6,215 at 6%. |