I. Schumann & Co. LLC
Plan context: I. Schumann & Co. LLC 401(K) Profit Sharing Plan and Trust
EIN 27-3388945 • Bedford, OH • 39 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$3,607,516
2025 Contributions
$69,382
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $3,607,516 | $69,382 | $9,912iApproximate average salary by contribution assumption: employee only about $247,793 at 4% or $165,195 at 6%; with 50% employer match about $165,195 at 4% or $110,130 at 6%; with 100% employer match about $123,896 at 4% or $82,598 at 6%. |
| I. Schumann & Co. LLC 401(K) Profit Sharing Plan and Trust | - | 7 | $3,607,516 | $69,382 | $9,912iApproximate average salary by contribution assumption: employee only about $247,793 at 4% or $165,195 at 6%; with 50% employer match about $165,195 at 4% or $110,130 at 6%; with 100% employer match about $123,896 at 4% or $82,598 at 6%. |
| 2024 | 2 | 12 | $4,428,827 | $96,060 | $8,005iApproximate average salary by contribution assumption: employee only about $200,125 at 4% or $133,417 at 6%; with 50% employer match about $133,417 at 4% or $88,944 at 6%; with 100% employer match about $100,063 at 4% or $66,708 at 6%. |
| I. Schumann & Co. LLC 401(K) Profit Sharing Plan and Trust | - | 12 | $4,368,987 | $96,060 | $8,005iApproximate average salary by contribution assumption: employee only about $200,125 at 4% or $133,417 at 6%; with 50% employer match about $133,417 at 4% or $88,944 at 6%; with 100% employer match about $100,063 at 4% or $66,708 at 6%. |
| I. Schumann & Co. LLC Hourly Employees Retirement Savings Plan and Trust | - | 7 | $59,840 | - | - |
| 2023 | 2 | 16 | $4,289,683 | $82,284 | $5,143iApproximate average salary by contribution assumption: employee only about $128,569 at 4% or $85,713 at 6%; with 50% employer match about $85,713 at 4% or $57,142 at 6%; with 100% employer match about $64,284 at 4% or $42,856 at 6%. |
| I. Schumann & Co. LLC 401(K) Profit Sharing Plan and Trust | - | 16 | $4,191,048 | $68,195 | $4,262iApproximate average salary by contribution assumption: employee only about $106,555 at 4% or $71,036 at 6%; with 50% employer match about $71,036 at 4% or $47,358 at 6%; with 100% employer match about $53,277 at 4% or $35,518 at 6%. |
| I. Schumann & Co. LLC Hourly Employees Retirement Savings Plan and Trust | - | 11 | $98,635 | $14,089 | $1,281iApproximate average salary by contribution assumption: employee only about $32,020 at 4% or $21,347 at 6%; with 50% employer match about $21,347 at 4% or $14,231 at 6%; with 100% employer match about $16,010 at 4% or $10,673 at 6%. |
| 2022 | 2 | 42 | $5,297,700 | $388,449 | $9,249iApproximate average salary by contribution assumption: employee only about $231,220 at 4% or $154,146 at 6%; with 50% employer match about $154,146 at 4% or $102,764 at 6%; with 100% employer match about $115,610 at 4% or $77,073 at 6%. |
| I. Schumann & Co. LLC 401(K) Profit Sharing Plan and Trust | - | 38 | $4,754,528 | $342,500 | $9,013iApproximate average salary by contribution assumption: employee only about $225,329 at 4% or $150,219 at 6%; with 50% employer match about $150,219 at 4% or $100,146 at 6%; with 100% employer match about $112,664 at 4% or $75,110 at 6%. |
| I. Schumann & Co. LLC Hourly Employees Retirement Savings Plan and Trust | - | 42 | $543,172 | $45,949 | $1,094iApproximate average salary by contribution assumption: employee only about $27,351 at 4% or $18,234 at 6%; with 50% employer match about $18,234 at 4% or $12,156 at 6%; with 100% employer match about $13,675 at 4% or $9,117 at 6%. |
| 2021 | 2 | 45 | $5,922,145 | $465,488 | $10,344iApproximate average salary by contribution assumption: employee only about $258,604 at 4% or $172,403 at 6%; with 50% employer match about $172,403 at 4% or $114,935 at 6%; with 100% employer match about $129,302 at 4% or $86,201 at 6%. |
| I. Schumann & Co. LLC 401(K) Profit Sharing Plan and Trust | - | 40 | $5,237,362 | $418,070 | $10,452iApproximate average salary by contribution assumption: employee only about $261,294 at 4% or $174,196 at 6%; with 50% employer match about $174,196 at 4% or $116,131 at 6%; with 100% employer match about $130,647 at 4% or $87,098 at 6%. |
| I. Schumann & Co. LLC Hourly Employees Retirement Savings Plan and Trust | - | 45 | $684,783 | $47,418 | $1,054iApproximate average salary by contribution assumption: employee only about $26,343 at 4% or $17,562 at 6%; with 50% employer match about $17,562 at 4% or $11,708 at 6%; with 100% employer match about $13,172 at 4% or $8,781 at 6%. |
| 2020 | 2 | 59 | $4,668,599 | $111,827 | $1,895iApproximate average salary by contribution assumption: employee only about $47,384 at 4% or $31,590 at 6%; with 50% employer match about $31,590 at 4% or $21,060 at 6%; with 100% employer match about $23,692 at 4% or $15,795 at 6%. |
| I. Schumann & Co. LLC 401(K) Profit Sharing Plan and Trust | - | 44 | $4,048,006 | $54,546 | $1,240iApproximate average salary by contribution assumption: employee only about $30,992 at 4% or $20,661 at 6%; with 50% employer match about $20,661 at 4% or $13,774 at 6%; with 100% employer match about $15,496 at 4% or $10,331 at 6%. |
| I. Schumann & Co. LLC Hourly Employees Retirement Savings Plan and Trust | - | 59 | $620,593 | $57,281 | $971iApproximate average salary by contribution assumption: employee only about $24,272 at 4% or $16,181 at 6%; with 50% employer match about $16,181 at 4% or $10,787 at 6%; with 100% employer match about $12,136 at 4% or $8,091 at 6%. |
| 2019 | 2 | 61 | $4,214,013 | $93,053 | $1,525iApproximate average salary by contribution assumption: employee only about $38,136 at 4% or $25,424 at 6%; with 50% employer match about $25,424 at 4% or $16,950 at 6%; with 100% employer match about $19,068 at 4% or $12,712 at 6%. |
| I. Schumann & Co. LLC 401(K) Profit Sharing Plan and Trust | - | 42 | $3,681,253 | $47,451 | $1,130iApproximate average salary by contribution assumption: employee only about $28,245 at 4% or $18,830 at 6%; with 50% employer match about $18,830 at 4% or $12,553 at 6%; with 100% employer match about $14,122 at 4% or $9,415 at 6%. |
| I. Schumann & Co. LLC Hourly Employees Retirement Savings Plan and Trust | - | 61 | $532,760 | $45,602 | $748iApproximate average salary by contribution assumption: employee only about $18,689 at 4% or $12,460 at 6%; with 50% employer match about $12,460 at 4% or $8,306 at 6%; with 100% employer match about $9,345 at 4% or $6,230 at 6%. |
| 2018 | 2 | 57 | $5,087,388 | $1,009,300 | $17,707iApproximate average salary by contribution assumption: employee only about $442,675 at 4% or $295,117 at 6%; with 50% employer match about $295,117 at 4% or $196,745 at 6%; with 100% employer match about $221,338 at 4% or $147,558 at 6%. |
| I. Schumann & Co. LLC 401(K) Profit Sharing Plan and Trust | - | 50 | $4,623,274 | $980,965 | $19,619iApproximate average salary by contribution assumption: employee only about $490,483 at 4% or $326,988 at 6%; with 50% employer match about $326,988 at 4% or $217,992 at 6%; with 100% employer match about $245,241 at 4% or $163,494 at 6%. |
| I. Schumann & Co. LLC Hourly Employees Retirement Savings Plan and Trust | - | 57 | $464,114 | $28,335 | $497iApproximate average salary by contribution assumption: employee only about $12,428 at 4% or $8,285 at 6%; with 50% employer match about $8,285 at 4% or $5,523 at 6%; with 100% employer match about $6,214 at 4% or $4,143 at 6%. |
| 2017 | 4 | 57 | $6,833,058 | $76,939 | $1,350iApproximate average salary by contribution assumption: employee only about $33,745 at 4% or $22,497 at 6%; with 50% employer match about $22,497 at 4% or $14,998 at 6%; with 100% employer match about $16,873 at 4% or $11,248 at 6%. |
| I. Schumann & Co. LLC 401(K) Profit Sharing Plan and Trust | - | 43 | $4,751,685 | $43,226 | $1,005iApproximate average salary by contribution assumption: employee only about $25,131 at 4% or $16,754 at 6%; with 50% employer match about $16,754 at 4% or $11,170 at 6%; with 100% employer match about $12,566 at 4% or $8,377 at 6%. |
| I. SCHUMANN & COMPANY DEFINED BENEFIT PENSION PLAN AND TRUST | - | 15 | $1,492,749 | - | - |
| I. Schumann & Co. LLC Hourly Employees Retirement Savings Plan and Trust | - | 57 | $588,624 | $33,713 | $591iApproximate average salary by contribution assumption: employee only about $14,786 at 4% or $9,858 at 6%; with 50% employer match about $9,858 at 4% or $6,572 at 6%; with 100% employer match about $7,393 at 4% or $4,929 at 6%. |
| I. SCHUMANN & CO., LLC DEFINED BENEFIT PENSION PLAN AND TRUST | - | 0 | $0 | - | - |
| 2016 | 3 | 61 | $6,640,910 | $90,719 | $1,487iApproximate average salary by contribution assumption: employee only about $37,180 at 4% or $24,787 at 6%; with 50% employer match about $24,787 at 4% or $16,524 at 6%; with 100% employer match about $18,590 at 4% or $12,393 at 6%. |
| I. Schumann & Co. LLC 401(K) Profit Sharing Plan and Trust | - | 46 | $4,739,131 | $57,967 | $1,260iApproximate average salary by contribution assumption: employee only about $31,504 at 4% or $21,003 at 6%; with 50% employer match about $21,003 at 4% or $14,002 at 6%; with 100% employer match about $15,752 at 4% or $10,501 at 6%. |
| I. SCHUMANN & COMPANY DEFINED BENEFIT PENSION PLAN AND TRUST | - | 17 | $1,334,273 | - | - |
| I. Schumann & Co. LLC Hourly Employees Retirement Savings Plan and Trust | - | 61 | $567,506 | $32,752 | $537iApproximate average salary by contribution assumption: employee only about $13,423 at 4% or $8,949 at 6%; with 50% employer match about $8,949 at 4% or $5,966 at 6%; with 100% employer match about $6,711 at 4% or $4,474 at 6%. |
| 2015 | 3 | 67 | $7,434,967 | $133,228 | $1,988iApproximate average salary by contribution assumption: employee only about $49,712 at 4% or $33,141 at 6%; with 50% employer match about $33,141 at 4% or $22,094 at 6%; with 100% employer match about $24,856 at 4% or $16,571 at 6%. |
| I. Schumann & Co. LLC 401(K) Profit Sharing Plan and Trust | - | 60 | $5,551,093 | $73,219 | $1,220iApproximate average salary by contribution assumption: employee only about $30,508 at 4% or $20,339 at 6%; with 50% employer match about $20,339 at 4% or $13,559 at 6%; with 100% employer match about $15,254 at 4% or $10,169 at 6%. |
| I. SCHUMANN & COMPANY DEFINED BENEFIT PENSION PLAN AND TRUST | - | 19 | $1,277,204 | - | - |
| I. Schumann & Co. LLC Hourly Employees Retirement Savings Plan and Trust | - | 67 | $606,670 | $60,009 | $896iApproximate average salary by contribution assumption: employee only about $22,391 at 4% or $14,928 at 6%; with 50% employer match about $14,928 at 4% or $9,952 at 6%; with 100% employer match about $11,196 at 4% or $7,464 at 6%. |
| 2014 | 3 | 66 | $8,407,669 | $121,339 | $1,838iApproximate average salary by contribution assumption: employee only about $45,962 at 4% or $30,641 at 6%; with 50% employer match about $30,641 at 4% or $20,427 at 6%; with 100% employer match about $22,981 at 4% or $15,321 at 6%. |
| I. Schumann & Co. LLC 401(K) Profit Sharing Plan and Trust | - | 57 | $6,313,994 | $71,863 | $1,261iApproximate average salary by contribution assumption: employee only about $31,519 at 4% or $21,013 at 6%; with 50% employer match about $21,013 at 4% or $14,008 at 6%; with 100% employer match about $15,759 at 4% or $10,506 at 6%. |
| I. SCHUMANN & COMPANY DEFINED BENEFIT PENSION PLAN AND TRUST | - | 27 | $1,371,167 | $0 | - |
| I. Schumann & Co. LLC Hourly Employees Retirement Savings Plan and Trust | - | 66 | $722,508 | $49,476 | $750iApproximate average salary by contribution assumption: employee only about $18,741 at 4% or $12,494 at 6%; with 50% employer match about $12,494 at 4% or $8,329 at 6%; with 100% employer match about $9,370 at 4% or $6,247 at 6%. |
| 2013 | 3 | 69 | $8,448,452 | $559,748 | $8,112iApproximate average salary by contribution assumption: employee only about $202,807 at 4% or $135,205 at 6%; with 50% employer match about $135,205 at 4% or $90,137 at 6%; with 100% employer match about $101,404 at 4% or $67,602 at 6%. |
| I. Schumann & Co. LLC 401(K) Profit Sharing Plan and Trust | - | 62 | $6,248,129 | $391,319 | $6,312iApproximate average salary by contribution assumption: employee only about $157,790 at 4% or $105,193 at 6%; with 50% employer match about $105,193 at 4% or $70,129 at 6%; with 100% employer match about $78,895 at 4% or $52,597 at 6%. |
| I. SCHUMANN & COMPANY DEFINED BENEFIT PENSION PLAN AND TRUST | - | 26 | $1,467,589 | $110,500 | $4,250iApproximate average salary by contribution assumption: employee only about $106,250 at 4% or $70,833 at 6%; with 50% employer match about $70,833 at 4% or $47,222 at 6%; with 100% employer match about $53,125 at 4% or $35,417 at 6%. |
| I. Schumann & Co. LLC Hourly Employees Retirement Savings Plan and Trust | - | 69 | $732,734 | $57,929 | $840iApproximate average salary by contribution assumption: employee only about $20,989 at 4% or $13,993 at 6%; with 50% employer match about $13,993 at 4% or $9,328 at 6%; with 100% employer match about $10,494 at 4% or $6,996 at 6%. |
| 2012 | 3 | 69 | $10,943,946 | $616,706 | $8,938iApproximate average salary by contribution assumption: employee only about $223,444 at 4% or $148,963 at 6%; with 50% employer match about $148,963 at 4% or $99,309 at 6%; with 100% employer match about $111,722 at 4% or $74,481 at 6%. |
| I. Schumann & Co. LLC 401(K) Profit Sharing Plan and Trust | - | 54 | $7,790,912 | $325,543 | $6,029iApproximate average salary by contribution assumption: employee only about $150,714 at 4% or $100,476 at 6%; with 50% employer match about $100,476 at 4% or $66,984 at 6%; with 100% employer match about $75,357 at 4% or $50,238 at 6%. |
| I. SCHUMANN & COMPANY DEFINED BENEFIT PENSION PLAN AND TRUST | - | 27 | $2,494,506 | $200,000 | $7,407iApproximate average salary by contribution assumption: employee only about $185,185 at 4% or $123,457 at 6%; with 50% employer match about $123,457 at 4% or $82,305 at 6%; with 100% employer match about $92,593 at 4% or $61,728 at 6%. |
| I. Schumann & Co. LLC Hourly Employees Retirement Savings Plan and Trust | - | 69 | $658,528 | $91,163 | $1,321iApproximate average salary by contribution assumption: employee only about $33,030 at 4% or $22,020 at 6%; with 50% employer match about $22,020 at 4% or $14,680 at 6%; with 100% employer match about $16,515 at 4% or $11,010 at 6%. |
| 2011 | 3 | 72 | $10,026,659 | $853,129 | $11,849iApproximate average salary by contribution assumption: employee only about $296,225 at 4% or $197,484 at 6%; with 50% employer match about $197,484 at 4% or $131,656 at 6%; with 100% employer match about $148,113 at 4% or $98,742 at 6%. |
| I. Schumann & Co. LLC 401(K) Profit Sharing Plan and Trust | - | 55 | $7,462,290 | $417,155 | $7,585iApproximate average salary by contribution assumption: employee only about $189,616 at 4% or $126,411 at 6%; with 50% employer match about $126,411 at 4% or $84,274 at 6%; with 100% employer match about $94,808 at 4% or $63,205 at 6%. |
| I. SCHUMANN & COMPANY DEFINED BENEFIT PENSION PLAN AND TRUST | - | 29 | $1,996,455 | $291,720 | $10,059iApproximate average salary by contribution assumption: employee only about $251,483 at 4% or $167,655 at 6%; with 50% employer match about $167,655 at 4% or $111,770 at 6%; with 100% employer match about $125,741 at 4% or $83,828 at 6%. |
| I. Schumann & Co. LLC Hourly Employees Retirement Savings Plan and Trust | - | 72 | $567,914 | $144,254 | $2,004iApproximate average salary by contribution assumption: employee only about $50,088 at 4% or $33,392 at 6%; with 50% employer match about $33,392 at 4% or $22,261 at 6%; with 100% employer match about $25,044 at 4% or $16,696 at 6%. |
| 2010 | 2 | 81 | $2,354,462 | $198,843 | $2,455iApproximate average salary by contribution assumption: employee only about $61,371 at 4% or $40,914 at 6%; with 50% employer match about $40,914 at 4% or $27,276 at 6%; with 100% employer match about $30,686 at 4% or $20,457 at 6%. |
| I. SCHUMANN & COMPANY DEFINED BENEFIT PENSION PLAN AND TRUST | - | 43 | $1,884,809 | $53,647 | $1,248iApproximate average salary by contribution assumption: employee only about $31,190 at 4% or $20,793 at 6%; with 50% employer match about $20,793 at 4% or $13,862 at 6%; with 100% employer match about $15,595 at 4% or $10,397 at 6%. |
| I. Schumann & Co. LLC Hourly Employees Retirement Savings Plan and Trust | - | 81 | $469,653 | $145,196 | $1,793iApproximate average salary by contribution assumption: employee only about $44,814 at 4% or $29,876 at 6%; with 50% employer match about $29,876 at 4% or $19,917 at 6%; with 100% employer match about $22,407 at 4% or $14,938 at 6%. |