Civic Intelligence

Schultz and Kellar PLLC

Plan context: Schultz and Kellar PLLC Profit Sharing 401(K) Plan

EIN 27-1938294 • Southlake, TX • 11 filings • 1 plans

2106 E. State Highway 114, #105Southlake, TX 76092
Current Snapshot

Latest Year

2025

2025 Participants

71

2025 Assets

$1,553,194

2025 Contributions

$194,087

Historical Graphs

Total Assets Over Time

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

$1,553,194$776,597$0201520202025YearValue
$1,553,194Latest year 2025

Participants Over Time

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

81410201520202025YearValue
71Latest year 2025

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
2025171$1,553,194$194,087$2,734iApproximate average salary by contribution assumption: employee only about $68,340 at 4% or $45,560 at 6%; with 50% employer match about $45,560 at 4% or $30,374 at 6%; with 100% employer match about $34,170 at 4% or $22,780 at 6%.
Schultz and Kellar PLLC Profit Sharing 401(K) Plan-71$1,553,194$194,087$2,734iApproximate average salary by contribution assumption: employee only about $68,340 at 4% or $45,560 at 6%; with 50% employer match about $45,560 at 4% or $30,374 at 6%; with 100% employer match about $34,170 at 4% or $22,780 at 6%.
2024168$1,208,182$205,696$3,025iApproximate average salary by contribution assumption: employee only about $75,624 at 4% or $50,416 at 6%; with 50% employer match about $50,416 at 4% or $33,610 at 6%; with 100% employer match about $37,812 at 4% or $25,208 at 6%.
Schultz and Kellar PLLC Profit Sharing 401(K) Plan-68$1,208,182$205,696$3,025iApproximate average salary by contribution assumption: employee only about $75,624 at 4% or $50,416 at 6%; with 50% employer match about $50,416 at 4% or $33,610 at 6%; with 100% employer match about $37,812 at 4% or $25,208 at 6%.
2023181$1,050,880$170,928$2,110iApproximate average salary by contribution assumption: employee only about $52,756 at 4% or $35,170 at 6%; with 50% employer match about $35,170 at 4% or $23,447 at 6%; with 100% employer match about $26,378 at 4% or $17,585 at 6%.
Schultz and Kellar PLLC Profit Sharing 401(K) Plan-81$1,050,880$170,928$2,110iApproximate average salary by contribution assumption: employee only about $52,756 at 4% or $35,170 at 6%; with 50% employer match about $35,170 at 4% or $23,447 at 6%; with 100% employer match about $26,378 at 4% or $17,585 at 6%.
2022166$794,516$261,200$3,958iApproximate average salary by contribution assumption: employee only about $98,939 at 4% or $65,960 at 6%; with 50% employer match about $65,960 at 4% or $43,973 at 6%; with 100% employer match about $49,470 at 4% or $32,980 at 6%.
Schultz and Kellar PLLC Profit Sharing 401(K) Plan-66$794,516$261,200$3,958iApproximate average salary by contribution assumption: employee only about $98,939 at 4% or $65,960 at 6%; with 50% employer match about $65,960 at 4% or $43,973 at 6%; with 100% employer match about $49,470 at 4% or $32,980 at 6%.
2021165$725,089$135,444$2,084iApproximate average salary by contribution assumption: employee only about $52,094 at 4% or $34,729 at 6%; with 50% employer match about $34,729 at 4% or $23,153 at 6%; with 100% employer match about $26,047 at 4% or $17,365 at 6%.
Schultz and Kellar PLLC Profit Sharing 401(K) Plan-65$725,089$135,444$2,084iApproximate average salary by contribution assumption: employee only about $52,094 at 4% or $34,729 at 6%; with 50% employer match about $34,729 at 4% or $23,153 at 6%; with 100% employer match about $26,047 at 4% or $17,365 at 6%.
2020125$790,523$119,345$4,774iApproximate average salary by contribution assumption: employee only about $119,345 at 4% or $79,563 at 6%; with 50% employer match about $79,563 at 4% or $53,042 at 6%; with 100% employer match about $59,673 at 4% or $39,782 at 6%.
Schultz and Kellar PLLC Profit Sharing 401(K) Plan-25$790,523$119,345$4,774iApproximate average salary by contribution assumption: employee only about $119,345 at 4% or $79,563 at 6%; with 50% employer match about $79,563 at 4% or $53,042 at 6%; with 100% employer match about $59,673 at 4% or $39,782 at 6%.
2019121$566,800$91,950$4,379iApproximate average salary by contribution assumption: employee only about $109,464 at 4% or $72,976 at 6%; with 50% employer match about $72,976 at 4% or $48,651 at 6%; with 100% employer match about $54,732 at 4% or $36,488 at 6%.
Schultz and Kellar PLLC Profit Sharing 401(K) Plan-21$566,800$91,950$4,379iApproximate average salary by contribution assumption: employee only about $109,464 at 4% or $72,976 at 6%; with 50% employer match about $72,976 at 4% or $48,651 at 6%; with 100% employer match about $54,732 at 4% or $36,488 at 6%.
2018120$389,808$256,206$12,810iApproximate average salary by contribution assumption: employee only about $320,258 at 4% or $213,505 at 6%; with 50% employer match about $213,505 at 4% or $142,337 at 6%; with 100% employer match about $160,129 at 4% or $106,753 at 6%.
Schultz and Kellar PLLC Profit Sharing 401(K) Plan-20$389,808$256,206$12,810iApproximate average salary by contribution assumption: employee only about $320,258 at 4% or $213,505 at 6%; with 50% employer match about $213,505 at 4% or $142,337 at 6%; with 100% employer match about $160,129 at 4% or $106,753 at 6%.
2017115$226,565$76,713$5,114iApproximate average salary by contribution assumption: employee only about $127,855 at 4% or $85,237 at 6%; with 50% employer match about $85,237 at 4% or $56,824 at 6%; with 100% employer match about $63,928 at 4% or $42,618 at 6%.
Schultz and Kellar PLLC Profit Sharing 401(K) Plan-15$226,565$76,713$5,114iApproximate average salary by contribution assumption: employee only about $127,855 at 4% or $85,237 at 6%; with 50% employer match about $85,237 at 4% or $56,824 at 6%; with 100% employer match about $63,928 at 4% or $42,618 at 6%.
2016115$120,074$80,287$5,352iApproximate average salary by contribution assumption: employee only about $133,812 at 4% or $89,208 at 6%; with 50% employer match about $89,208 at 4% or $59,472 at 6%; with 100% employer match about $66,906 at 4% or $44,604 at 6%.
Schultz and Kellar PLLC Profit Sharing 401(K) Plan-15$120,074$80,287$5,352iApproximate average salary by contribution assumption: employee only about $133,812 at 4% or $89,208 at 6%; with 50% employer match about $89,208 at 4% or $59,472 at 6%; with 100% employer match about $66,906 at 4% or $44,604 at 6%.
2015115$43,974$44,536$2,969iApproximate average salary by contribution assumption: employee only about $74,227 at 4% or $49,484 at 6%; with 50% employer match about $49,484 at 4% or $32,990 at 6%; with 100% employer match about $37,113 at 4% or $24,742 at 6%.
Schultz and Kellar PLLC Profit Sharing 401(K) Plan-15$43,974$44,536$2,969iApproximate average salary by contribution assumption: employee only about $74,227 at 4% or $49,484 at 6%; with 50% employer match about $49,484 at 4% or $32,990 at 6%; with 100% employer match about $37,113 at 4% or $24,742 at 6%.