Civic Intelligence

Douglas Schoen LLC

Plan context: Douglas Schoen Retirement Plan

EIN 26-3020650 • Bal Harbour, FL • 30 filings • 2 plans

10295 Collins Ave Unit 2406Bal Harbour, FL 33154-1492
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$6,934,165

2024 Contributions

$108,439

Historical Graphs

Total Assets Over Time

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

$6,934,165$3,467,083$0200920172024YearValue
$6,934,165Latest year 2024

Participants Over Time

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

1370200920182024YearValue
13Latest 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
2024213$6,934,165$108,439$8,341iApproximate average salary by contribution assumption: employee only about $208,537 at 4% or $139,024 at 6%; with 50% employer match about $139,024 at 4% or $92,683 at 6%; with 100% employer match about $104,268 at 4% or $69,512 at 6%.
Douglas Schoen Retirement Plan-6$5,678,286$0-
Douglas Schoen 401(K) Plan-13$1,255,879$108,439$8,341iApproximate average salary by contribution assumption: employee only about $208,537 at 4% or $139,024 at 6%; with 50% employer match about $139,024 at 4% or $92,683 at 6%; with 100% employer match about $104,268 at 4% or $69,512 at 6%.
2023213$6,146,651$135,951$10,458iApproximate average salary by contribution assumption: employee only about $261,444 at 4% or $174,296 at 6%; with 50% employer match about $174,296 at 4% or $116,197 at 6%; with 100% employer match about $130,722 at 4% or $87,148 at 6%.
Douglas Schoen Retirement Plan-6$5,072,101$0-
Douglas Schoen 401(K) Plan-13$1,074,550$135,951$10,458iApproximate average salary by contribution assumption: employee only about $261,444 at 4% or $174,296 at 6%; with 50% employer match about $174,296 at 4% or $116,197 at 6%; with 100% employer match about $130,722 at 4% or $87,148 at 6%.
2022213$5,702,413$115,519$8,886iApproximate average salary by contribution assumption: employee only about $222,152 at 4% or $148,101 at 6%; with 50% employer match about $148,101 at 4% or $98,734 at 6%; with 100% employer match about $111,076 at 4% or $74,051 at 6%.
Douglas Schoen Retirement Plan-6$4,821,043$0-
Douglas Schoen 401(K) Plan-13$881,370$115,519$8,886iApproximate average salary by contribution assumption: employee only about $222,152 at 4% or $148,101 at 6%; with 50% employer match about $148,101 at 4% or $98,734 at 6%; with 100% employer match about $111,076 at 4% or $74,051 at 6%.
2021212$6,297,772$286,365$23,864iApproximate average salary by contribution assumption: employee only about $596,594 at 4% or $397,729 at 6%; with 50% employer match about $397,729 at 4% or $265,153 at 6%; with 100% employer match about $298,297 at 4% or $198,865 at 6%.
Douglas Schoen Retirement Plan-0$5,439,803$200,000-
Douglas Schoen 401(K) Plan-12$857,969$86,365$7,197iApproximate average salary by contribution assumption: employee only about $179,927 at 4% or $119,951 at 6%; with 50% employer match about $119,951 at 4% or $79,968 at 6%; with 100% employer match about $89,964 at 4% or $59,976 at 6%.
2020212$5,493,040$288,653$24,054iApproximate average salary by contribution assumption: employee only about $601,360 at 4% or $400,907 at 6%; with 50% employer match about $400,907 at 4% or $267,271 at 6%; with 100% employer match about $300,680 at 4% or $200,453 at 6%.
Douglas Schoen Retirement Plan-0$4,772,327$200,000-
Douglas Schoen 401(K) Plan-12$720,713$88,653$7,388iApproximate average salary by contribution assumption: employee only about $184,694 at 4% or $123,129 at 6%; with 50% employer match about $123,129 at 4% or $82,086 at 6%; with 100% employer match about $92,347 at 4% or $61,565 at 6%.
2019211$5,172,770$296,641$26,967iApproximate average salary by contribution assumption: employee only about $674,184 at 4% or $449,456 at 6%; with 50% employer match about $449,456 at 4% or $299,637 at 6%; with 100% employer match about $337,092 at 4% or $224,728 at 6%.
Douglas Schoen Retirement Plan-0$4,557,656$200,000-
Douglas Schoen 401(K) Plan-11$615,114$96,641$8,786iApproximate average salary by contribution assumption: employee only about $219,639 at 4% or $146,426 at 6%; with 50% employer match about $146,426 at 4% or $97,617 at 6%; with 100% employer match about $109,819 at 4% or $73,213 at 6%.
201829$4,337,505$283,161$31,462iApproximate average salary by contribution assumption: employee only about $786,558 at 4% or $524,372 at 6%; with 50% employer match about $524,372 at 4% or $349,581 at 6%; with 100% employer match about $393,279 at 4% or $262,186 at 6%.
Douglas Schoen Retirement Plan-0$3,873,451$203,557-
Douglas Schoen 401(K) Plan-9$464,054$79,604$8,845iApproximate average salary by contribution assumption: employee only about $221,122 at 4% or $147,415 at 6%; with 50% employer match about $147,415 at 4% or $98,277 at 6%; with 100% employer match about $110,561 at 4% or $73,707 at 6%.
201720$4,259,799$262,691-
Douglas Schoen Retirement Plan-0$3,857,850$200,000-
Douglas Schoen 401(K) Plan-0$401,949$62,691-
201620$3,487,838$615,992-
Douglas Schoen Retirement Plan-0$3,185,770$574,192-
Douglas Schoen 401(K) Plan-0$302,068$41,800-
201525$2,947,360$416,499$83,300iApproximate average salary by contribution assumption: employee only about $2,082,495 at 4% or $1,388,330 at 6%; with 50% employer match about $1,388,330 at 4% or $925,553 at 6%; with 100% employer match about $1,041,248 at 4% or $694,165 at 6%.
Douglas Schoen Retirement Plan-0$2,709,258$378,535-
Douglas Schoen 401(K) Plan-5$238,102$37,964$7,593iApproximate average salary by contribution assumption: employee only about $189,820 at 4% or $126,547 at 6%; with 50% employer match about $126,547 at 4% or $84,364 at 6%; with 100% employer match about $94,910 at 4% or $63,273 at 6%.
201424$2,534,456$416,499$104,125iApproximate average salary by contribution assumption: employee only about $2,603,119 at 4% or $1,735,413 at 6%; with 50% employer match about $1,735,413 at 4% or $1,156,942 at 6%; with 100% employer match about $1,301,559 at 4% or $867,706 at 6%.
Douglas Schoen Retirement Plan-3$2,321,307$380,797$126,932iApproximate average salary by contribution assumption: employee only about $3,173,308 at 4% or $2,115,539 at 6%; with 50% employer match about $2,115,539 at 4% or $1,410,359 at 6%; with 100% employer match about $1,586,654 at 4% or $1,057,769 at 6%.
Douglas Schoen 401(K) Plan-4$213,149$35,702$8,926iApproximate average salary by contribution assumption: employee only about $223,138 at 4% or $148,758 at 6%; with 50% employer match about $148,758 at 4% or $99,172 at 6%; with 100% employer match about $111,569 at 4% or $74,379 at 6%.
201324$2,023,261$399,000$99,750iApproximate average salary by contribution assumption: employee only about $2,493,750 at 4% or $1,662,500 at 6%; with 50% employer match about $1,662,500 at 4% or $1,108,333 at 6%; with 100% employer match about $1,246,875 at 4% or $831,250 at 6%.
Douglas Schoen Retirement Plan-4$1,858,089$381,359$95,340iApproximate average salary by contribution assumption: employee only about $2,383,494 at 4% or $1,588,996 at 6%; with 50% employer match about $1,588,996 at 4% or $1,059,331 at 6%; with 100% employer match about $1,191,747 at 4% or $794,498 at 6%.
Douglas Schoen 401(K) Plan-4$165,172$17,641$4,410iApproximate average salary by contribution assumption: employee only about $110,256 at 4% or $73,504 at 6%; with 50% employer match about $73,504 at 4% or $49,003 at 6%; with 100% employer match about $55,128 at 4% or $36,752 at 6%.
201223$1,545,232$194,299$64,766iApproximate average salary by contribution assumption: employee only about $1,619,158 at 4% or $1,079,439 at 6%; with 50% employer match about $1,079,439 at 4% or $719,626 at 6%; with 100% employer match about $809,579 at 4% or $539,719 at 6%.
Douglas Schoen Retirement Plan-3$1,411,716$178,000$59,333iApproximate average salary by contribution assumption: employee only about $1,483,333 at 4% or $988,889 at 6%; with 50% employer match about $988,889 at 4% or $659,259 at 6%; with 100% employer match about $741,667 at 4% or $494,444 at 6%.
Douglas Schoen 401(K) Plan-3$133,516$16,299$5,433iApproximate average salary by contribution assumption: employee only about $135,825 at 4% or $90,550 at 6%; with 50% employer match about $90,550 at 4% or $60,367 at 6%; with 100% employer match about $67,913 at 4% or $45,275 at 6%.
201123$1,313,315$265,580$88,527iApproximate average salary by contribution assumption: employee only about $2,213,167 at 4% or $1,475,444 at 6%; with 50% employer match about $1,475,444 at 4% or $983,630 at 6%; with 100% employer match about $1,106,583 at 4% or $737,722 at 6%.
Douglas Schoen Retirement Plan-2$1,204,065$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Douglas Schoen 401(K) Plan-3$109,250$15,580$5,193iApproximate average salary by contribution assumption: employee only about $129,833 at 4% or $86,556 at 6%; with 50% employer match about $86,556 at 4% or $57,704 at 6%; with 100% employer match about $64,917 at 4% or $43,278 at 6%.
201013$96,124$11,240$3,747iApproximate average salary by contribution assumption: employee only about $93,667 at 4% or $62,444 at 6%; with 50% employer match about $62,444 at 4% or $41,630 at 6%; with 100% employer match about $46,833 at 4% or $31,222 at 6%.
Douglas Schoen 401(K) Plan-3$96,124$11,240$3,747iApproximate average salary by contribution assumption: employee only about $93,667 at 4% or $62,444 at 6%; with 50% employer match about $62,444 at 4% or $41,630 at 6%; with 100% employer match about $46,833 at 4% or $31,222 at 6%.
200913$78,850$20,562$6,854iApproximate average salary by contribution assumption: employee only about $171,350 at 4% or $114,233 at 6%; with 50% employer match about $114,233 at 4% or $76,156 at 6%; with 100% employer match about $85,675 at 4% or $57,117 at 6%.
Douglas Schoen 401(K) Plan-3$78,850$20,562$6,854iApproximate average salary by contribution assumption: employee only about $171,350 at 4% or $114,233 at 6%; with 50% employer match about $114,233 at 4% or $76,156 at 6%; with 100% employer match about $85,675 at 4% or $57,117 at 6%.