Civic Intelligence

Derrick J. Schroeder, P.A.

Plan context: Derrick J. Schroeder, P.A. 401(K) Plan

EIN 26-4177790 • Lakewood Ranch, FL • 11 filings • 1 plans

11131 Hyacinth PlaceLakewood Ranch, FL 34202
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$941,817

2020 Contributions

$96,000

Historical Graphs

Total Assets Over Time

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

$941,817$470,909$0201020152020YearValue
$941,817Latest year 2020

Participants Over Time

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

210201020152020YearValue
2Latest year 2020

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
202012$941,817$0-
Derrick J. Schroeder, P.A. 401(K) Plan-2$941,817--
201912$897,833$0-
Derrick J. Schroeder, P.A. 401(K) Plan-2$897,833--
201812$876,932$0-
Derrick J. Schroeder, P.A. 401(K) Plan-2$876,932--
201712$875,703$96,000$48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%.
Derrick J. Schroeder, P.A. 401(K) Plan-2$875,703$96,000$48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%.
201612$686,774$106,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
Derrick J. Schroeder, P.A. 401(K) Plan-2$686,774$106,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
201512$555,020$106,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
Derrick J. Schroeder, P.A. 401(K) Plan-2$555,020$106,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
201412$452,367$72,500$36,250iApproximate average salary by contribution assumption: employee only about $906,250 at 4% or $604,167 at 6%; with 50% employer match about $604,167 at 4% or $402,778 at 6%; with 100% employer match about $453,125 at 4% or $302,083 at 6%.
Derrick J. Schroeder, P.A. 401(K) Plan-2$452,367$72,500$36,250iApproximate average salary by contribution assumption: employee only about $906,250 at 4% or $604,167 at 6%; with 50% employer match about $604,167 at 4% or $402,778 at 6%; with 100% employer match about $453,125 at 4% or $302,083 at 6%.
201312$372,513$79,323$39,662iApproximate average salary by contribution assumption: employee only about $991,538 at 4% or $661,025 at 6%; with 50% employer match about $661,025 at 4% or $440,683 at 6%; with 100% employer match about $495,769 at 4% or $330,513 at 6%.
Derrick J. Schroeder, P.A. 401(K) Plan-2$372,513$79,323$39,662iApproximate average salary by contribution assumption: employee only about $991,538 at 4% or $661,025 at 6%; with 50% employer match about $661,025 at 4% or $440,683 at 6%; with 100% employer match about $495,769 at 4% or $330,513 at 6%.
201212$279,744$70,059$35,030iApproximate average salary by contribution assumption: employee only about $875,738 at 4% or $583,825 at 6%; with 50% employer match about $583,825 at 4% or $389,217 at 6%; with 100% employer match about $437,869 at 4% or $291,913 at 6%.
Derrick J. Schroeder, P.A. 401(K) Plan-2$279,744$70,059$35,030iApproximate average salary by contribution assumption: employee only about $875,738 at 4% or $583,825 at 6%; with 50% employer match about $583,825 at 4% or $389,217 at 6%; with 100% employer match about $437,869 at 4% or $291,913 at 6%.
201112$203,034$68,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
Derrick J. Schroeder, P.A. 401(K) Plan-2$203,034$68,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
201012$139,220$70,500$35,250iApproximate average salary by contribution assumption: employee only about $881,250 at 4% or $587,500 at 6%; with 50% employer match about $587,500 at 4% or $391,667 at 6%; with 100% employer match about $440,625 at 4% or $293,750 at 6%.
Derrick J. Schroeder, P.A. 401(K) Plan-2$139,220$70,500$35,250iApproximate average salary by contribution assumption: employee only about $881,250 at 4% or $587,500 at 6%; with 50% employer match about $587,500 at 4% or $391,667 at 6%; with 100% employer match about $440,625 at 4% or $293,750 at 6%.