Civic Intelligence

Kendra S. Schaefer, DMD LLC

Plan context: Kendra S. Schaefer, DMD LLC 401(K) Plan

EIN 27-2435414 • Monona, WI • 15 filings • 1 plans

612 River PlaceMonona, WI 53716
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$634,132

2025 Contributions

$77,476

Historical Graphs

Total Assets Over Time

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

$810,165$405,083$0201120182024YearValue
$634,132Latest year 2024

Participants Over Time

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

1160201120182024YearValue
8Latest 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
202510$0$77,476-
Kendra S. Schaefer, DMD LLC 401(K) Plan-0$0$77,476-
202418$634,132$86,381$10,798iApproximate average salary by contribution assumption: employee only about $269,941 at 4% or $179,960 at 6%; with 50% employer match about $179,960 at 4% or $119,974 at 6%; with 100% employer match about $134,970 at 4% or $89,980 at 6%.
Kendra S. Schaefer, DMD LLC 401(K) Plan-8$634,132$86,381$10,798iApproximate average salary by contribution assumption: employee only about $269,941 at 4% or $179,960 at 6%; with 50% employer match about $179,960 at 4% or $119,974 at 6%; with 100% employer match about $134,970 at 4% or $89,980 at 6%.
2023111$767,100$71,293$6,481iApproximate average salary by contribution assumption: employee only about $162,030 at 4% or $108,020 at 6%; with 50% employer match about $108,020 at 4% or $72,013 at 6%; with 100% employer match about $81,015 at 4% or $54,010 at 6%.
Kendra S. Schaefer, DMD LLC 401(K) Plan-11$767,100$71,293$6,481iApproximate average salary by contribution assumption: employee only about $162,030 at 4% or $108,020 at 6%; with 50% employer match about $108,020 at 4% or $72,013 at 6%; with 100% employer match about $81,015 at 4% or $54,010 at 6%.
202218$593,587$71,021$8,878iApproximate average salary by contribution assumption: employee only about $221,941 at 4% or $147,960 at 6%; with 50% employer match about $147,960 at 4% or $98,640 at 6%; with 100% employer match about $110,970 at 4% or $73,980 at 6%.
Kendra S. Schaefer, DMD LLC 401(K) Plan-8$593,587$71,021$8,878iApproximate average salary by contribution assumption: employee only about $221,941 at 4% or $147,960 at 6%; with 50% employer match about $147,960 at 4% or $98,640 at 6%; with 100% employer match about $110,970 at 4% or $73,980 at 6%.
202119$642,214$70,987$7,887iApproximate average salary by contribution assumption: employee only about $197,186 at 4% or $131,457 at 6%; with 50% employer match about $131,457 at 4% or $87,638 at 6%; with 100% employer match about $98,593 at 4% or $65,729 at 6%.
Kendra S. Schaefer, DMD LLC 401(K) Plan-9$642,214$70,987$7,887iApproximate average salary by contribution assumption: employee only about $197,186 at 4% or $131,457 at 6%; with 50% employer match about $131,457 at 4% or $87,638 at 6%; with 100% employer match about $98,593 at 4% or $65,729 at 6%.
202019$810,165$48,565$5,396iApproximate average salary by contribution assumption: employee only about $134,903 at 4% or $89,935 at 6%; with 50% employer match about $89,935 at 4% or $59,957 at 6%; with 100% employer match about $67,451 at 4% or $44,968 at 6%.
Kendra S. Schaefer, DMD LLC 401(K) Plan-9$810,165$48,565$5,396iApproximate average salary by contribution assumption: employee only about $134,903 at 4% or $89,935 at 6%; with 50% employer match about $89,935 at 4% or $59,957 at 6%; with 100% employer match about $67,451 at 4% or $44,968 at 6%.
201918$700,307$37,848$4,731iApproximate average salary by contribution assumption: employee only about $118,275 at 4% or $78,850 at 6%; with 50% employer match about $78,850 at 4% or $52,567 at 6%; with 100% employer match about $59,138 at 4% or $39,425 at 6%.
Kendra S. Schaefer, DMD LLC 401(K) Plan-8$700,307$37,848$4,731iApproximate average salary by contribution assumption: employee only about $118,275 at 4% or $78,850 at 6%; with 50% employer match about $78,850 at 4% or $52,567 at 6%; with 100% employer match about $59,138 at 4% or $39,425 at 6%.
2018110$609,649$65,608$6,561iApproximate average salary by contribution assumption: employee only about $164,020 at 4% or $109,347 at 6%; with 50% employer match about $109,347 at 4% or $72,898 at 6%; with 100% employer match about $82,010 at 4% or $54,673 at 6%.
Kendra S. Schaefer, DMD LLC 401(K) Plan-10$609,649$65,608$6,561iApproximate average salary by contribution assumption: employee only about $164,020 at 4% or $109,347 at 6%; with 50% employer match about $109,347 at 4% or $72,898 at 6%; with 100% employer match about $82,010 at 4% or $54,673 at 6%.
2017110$554,656$68,529$6,853iApproximate average salary by contribution assumption: employee only about $171,323 at 4% or $114,215 at 6%; with 50% employer match about $114,215 at 4% or $76,143 at 6%; with 100% employer match about $85,661 at 4% or $57,108 at 6%.
Kendra S. Schaefer, DMD LLC 401(K) Plan-10$554,656$68,529$6,853iApproximate average salary by contribution assumption: employee only about $171,323 at 4% or $114,215 at 6%; with 50% employer match about $114,215 at 4% or $76,143 at 6%; with 100% employer match about $85,661 at 4% or $57,108 at 6%.
2016110$411,794$67,288$6,729iApproximate average salary by contribution assumption: employee only about $168,220 at 4% or $112,147 at 6%; with 50% employer match about $112,147 at 4% or $74,764 at 6%; with 100% employer match about $84,110 at 4% or $56,073 at 6%.
Kendra S. Schaefer, DMD LLC 401(K) Plan-10$411,794$67,288$6,729iApproximate average salary by contribution assumption: employee only about $168,220 at 4% or $112,147 at 6%; with 50% employer match about $112,147 at 4% or $74,764 at 6%; with 100% employer match about $84,110 at 4% or $56,073 at 6%.
201519$330,796$73,345$8,149iApproximate average salary by contribution assumption: employee only about $203,736 at 4% or $135,824 at 6%; with 50% employer match about $135,824 at 4% or $90,549 at 6%; with 100% employer match about $101,868 at 4% or $67,912 at 6%.
Kendra S. Schaefer, DMD LLC 401(K) Plan-9$330,796$73,345$8,149iApproximate average salary by contribution assumption: employee only about $203,736 at 4% or $135,824 at 6%; with 50% employer match about $135,824 at 4% or $90,549 at 6%; with 100% employer match about $101,868 at 4% or $67,912 at 6%.
201419$297,600$74,738$8,304iApproximate average salary by contribution assumption: employee only about $207,606 at 4% or $138,404 at 6%; with 50% employer match about $138,404 at 4% or $92,269 at 6%; with 100% employer match about $103,803 at 4% or $69,202 at 6%.
Kendra S. Schaefer, DMD LLC 401(K) Plan-9$297,600$74,738$8,304iApproximate average salary by contribution assumption: employee only about $207,606 at 4% or $138,404 at 6%; with 50% employer match about $138,404 at 4% or $92,269 at 6%; with 100% employer match about $103,803 at 4% or $69,202 at 6%.
201318$211,074$31,685$3,961iApproximate average salary by contribution assumption: employee only about $99,016 at 4% or $66,010 at 6%; with 50% employer match about $66,010 at 4% or $44,007 at 6%; with 100% employer match about $49,508 at 4% or $33,005 at 6%.
Kendra S. Schaefer, DMD LLC 401(K) Plan-8$211,074$31,685$3,961iApproximate average salary by contribution assumption: employee only about $99,016 at 4% or $66,010 at 6%; with 50% employer match about $66,010 at 4% or $44,007 at 6%; with 100% employer match about $49,508 at 4% or $33,005 at 6%.
201218$146,020$31,303$3,913iApproximate average salary by contribution assumption: employee only about $97,822 at 4% or $65,215 at 6%; with 50% employer match about $65,215 at 4% or $43,476 at 6%; with 100% employer match about $48,911 at 4% or $32,607 at 6%.
Kendra S. Schaefer, DMD LLC 401(K) Plan-8$146,020$31,303$3,913iApproximate average salary by contribution assumption: employee only about $97,822 at 4% or $65,215 at 6%; with 50% employer match about $65,215 at 4% or $43,476 at 6%; with 100% employer match about $48,911 at 4% or $32,607 at 6%.
201117$99,695$100,412$14,345iApproximate average salary by contribution assumption: employee only about $358,614 at 4% or $239,076 at 6%; with 50% employer match about $239,076 at 4% or $159,384 at 6%; with 100% employer match about $179,307 at 4% or $119,538 at 6%.
Kendra S. Schaefer, DMD LLC 401(K) Plan-7$99,695$100,412$14,345iApproximate average salary by contribution assumption: employee only about $358,614 at 4% or $239,076 at 6%; with 50% employer match about $239,076 at 4% or $159,384 at 6%; with 100% employer match about $179,307 at 4% or $119,538 at 6%.