Civic Intelligence

Schwendeman Agency Inc.

Plan context: Schwendeman Agency Inc. 401(K) Profit Sharing Plan

EIN 31-0824936 • Marietta, OH • 26 filings • 5 plans

109 Putnam StreetMarietta, OH 45750
Current Snapshot

Latest Year

2024

2024 Participants

36

2024 Assets

$5,097,229

2024 Contributions

$232,993

Historical Graphs

Total Assets Over Time

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

$5,097,229$2,548,615$0199920132024YearValue
$5,097,229Latest year 2024

Participants Over Time

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

36180199920122024YearValue
36Latest 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
2024136$5,097,229$232,993$6,472iApproximate average salary by contribution assumption: employee only about $161,801 at 4% or $107,867 at 6%; with 50% employer match about $107,867 at 4% or $71,911 at 6%; with 100% employer match about $80,900 at 4% or $53,934 at 6%.
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-36$5,097,229$232,993$6,472iApproximate average salary by contribution assumption: employee only about $161,801 at 4% or $107,867 at 6%; with 50% employer match about $107,867 at 4% or $71,911 at 6%; with 100% employer match about $80,900 at 4% or $53,934 at 6%.
2023132$4,656,371$206,736$6,461iApproximate average salary by contribution assumption: employee only about $161,513 at 4% or $107,675 at 6%; with 50% employer match about $107,675 at 4% or $71,783 at 6%; with 100% employer match about $80,756 at 4% or $53,838 at 6%.
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-32$4,656,371$206,736$6,461iApproximate average salary by contribution assumption: employee only about $161,513 at 4% or $107,675 at 6%; with 50% employer match about $107,675 at 4% or $71,783 at 6%; with 100% employer match about $80,756 at 4% or $53,838 at 6%.
2022130$4,180,375$291,841$9,728iApproximate average salary by contribution assumption: employee only about $243,201 at 4% or $162,134 at 6%; with 50% employer match about $162,134 at 4% or $108,089 at 6%; with 100% employer match about $121,600 at 4% or $81,067 at 6%.
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-30$4,180,375$291,841$9,728iApproximate average salary by contribution assumption: employee only about $243,201 at 4% or $162,134 at 6%; with 50% employer match about $162,134 at 4% or $108,089 at 6%; with 100% employer match about $121,600 at 4% or $81,067 at 6%.
2021129$4,802,593$246,075$8,485iApproximate average salary by contribution assumption: employee only about $212,134 at 4% or $141,422 at 6%; with 50% employer match about $141,422 at 4% or $94,282 at 6%; with 100% employer match about $106,067 at 4% or $70,711 at 6%.
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-29$4,802,593$246,075$8,485iApproximate average salary by contribution assumption: employee only about $212,134 at 4% or $141,422 at 6%; with 50% employer match about $141,422 at 4% or $94,282 at 6%; with 100% employer match about $106,067 at 4% or $70,711 at 6%.
2020130$4,199,964$240,321$8,011iApproximate average salary by contribution assumption: employee only about $200,268 at 4% or $133,512 at 6%; with 50% employer match about $133,512 at 4% or $89,008 at 6%; with 100% employer match about $100,134 at 4% or $66,756 at 6%.
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-30$4,199,964$240,321$8,011iApproximate average salary by contribution assumption: employee only about $200,268 at 4% or $133,512 at 6%; with 50% employer match about $133,512 at 4% or $89,008 at 6%; with 100% employer match about $100,134 at 4% or $66,756 at 6%.
2019135$3,831,037$176,905$5,054iApproximate average salary by contribution assumption: employee only about $126,361 at 4% or $84,240 at 6%; with 50% employer match about $84,240 at 4% or $56,160 at 6%; with 100% employer match about $63,180 at 4% or $42,120 at 6%.
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-35$3,831,037$176,905$5,054iApproximate average salary by contribution assumption: employee only about $126,361 at 4% or $84,240 at 6%; with 50% employer match about $84,240 at 4% or $56,160 at 6%; with 100% employer match about $63,180 at 4% or $42,120 at 6%.
2018133$3,728,509$209,648$6,353iApproximate average salary by contribution assumption: employee only about $158,824 at 4% or $105,883 at 6%; with 50% employer match about $105,883 at 4% or $70,589 at 6%; with 100% employer match about $79,412 at 4% or $52,941 at 6%.
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-33$3,728,509$209,648$6,353iApproximate average salary by contribution assumption: employee only about $158,824 at 4% or $105,883 at 6%; with 50% employer match about $105,883 at 4% or $70,589 at 6%; with 100% employer match about $79,412 at 4% or $52,941 at 6%.
2017131$3,925,526$189,200$6,103iApproximate average salary by contribution assumption: employee only about $152,581 at 4% or $101,720 at 6%; with 50% employer match about $101,720 at 4% or $67,814 at 6%; with 100% employer match about $76,290 at 4% or $50,860 at 6%.
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-31$3,925,526$189,200$6,103iApproximate average salary by contribution assumption: employee only about $152,581 at 4% or $101,720 at 6%; with 50% employer match about $101,720 at 4% or $67,814 at 6%; with 100% employer match about $76,290 at 4% or $50,860 at 6%.
2016133$3,416,572$216,797$6,570iApproximate average salary by contribution assumption: employee only about $164,240 at 4% or $109,493 at 6%; with 50% employer match about $109,493 at 4% or $72,996 at 6%; with 100% employer match about $82,120 at 4% or $54,747 at 6%.
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-33$3,416,572$216,797$6,570iApproximate average salary by contribution assumption: employee only about $164,240 at 4% or $109,493 at 6%; with 50% employer match about $109,493 at 4% or $72,996 at 6%; with 100% employer match about $82,120 at 4% or $54,747 at 6%.
2015128$3,102,169$191,587$6,842iApproximate average salary by contribution assumption: employee only about $171,060 at 4% or $114,040 at 6%; with 50% employer match about $114,040 at 4% or $76,027 at 6%; with 100% employer match about $85,530 at 4% or $57,020 at 6%.
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-28$3,102,169$191,587$6,842iApproximate average salary by contribution assumption: employee only about $171,060 at 4% or $114,040 at 6%; with 50% employer match about $114,040 at 4% or $76,027 at 6%; with 100% employer match about $85,530 at 4% or $57,020 at 6%.
2014129$2,930,823$277,740$9,577iApproximate average salary by contribution assumption: employee only about $239,431 at 4% or $159,621 at 6%; with 50% employer match about $159,621 at 4% or $106,414 at 6%; with 100% employer match about $119,716 at 4% or $79,810 at 6%.
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-29$2,930,823$277,740$9,577iApproximate average salary by contribution assumption: employee only about $239,431 at 4% or $159,621 at 6%; with 50% employer match about $159,621 at 4% or $106,414 at 6%; with 100% employer match about $119,716 at 4% or $79,810 at 6%.
2013127$2,594,833$375,084$13,892iApproximate average salary by contribution assumption: employee only about $347,300 at 4% or $231,533 at 6%; with 50% employer match about $231,533 at 4% or $154,356 at 6%; with 100% employer match about $173,650 at 4% or $115,767 at 6%.
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-27$2,594,833$375,084$13,892iApproximate average salary by contribution assumption: employee only about $347,300 at 4% or $231,533 at 6%; with 50% employer match about $231,533 at 4% or $154,356 at 6%; with 100% employer match about $173,650 at 4% or $115,767 at 6%.
2012128$2,172,929$311,690$11,132iApproximate average salary by contribution assumption: employee only about $278,295 at 4% or $185,530 at 6%; with 50% employer match about $185,530 at 4% or $123,687 at 6%; with 100% employer match about $139,147 at 4% or $92,765 at 6%.
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-28$2,172,929$311,690$11,132iApproximate average salary by contribution assumption: employee only about $278,295 at 4% or $185,530 at 6%; with 50% employer match about $185,530 at 4% or $123,687 at 6%; with 100% employer match about $139,147 at 4% or $92,765 at 6%.
2011125$1,741,306$254,615$10,185iApproximate average salary by contribution assumption: employee only about $254,615 at 4% or $169,743 at 6%; with 50% employer match about $169,743 at 4% or $113,162 at 6%; with 100% employer match about $127,308 at 4% or $84,872 at 6%.
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-25$1,741,306$254,615$10,185iApproximate average salary by contribution assumption: employee only about $254,615 at 4% or $169,743 at 6%; with 50% employer match about $169,743 at 4% or $113,162 at 6%; with 100% employer match about $127,308 at 4% or $84,872 at 6%.
2010127$1,524,563$171,738$6,361iApproximate average salary by contribution assumption: employee only about $159,017 at 4% or $106,011 at 6%; with 50% employer match about $106,011 at 4% or $70,674 at 6%; with 100% employer match about $79,508 at 4% or $53,006 at 6%.
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-27$1,524,563$171,738$6,361iApproximate average salary by contribution assumption: employee only about $159,017 at 4% or $106,011 at 6%; with 50% employer match about $106,011 at 4% or $70,674 at 6%; with 100% employer match about $79,508 at 4% or $53,006 at 6%.
2009126$1,300,201$130,248$5,010iApproximate average salary by contribution assumption: employee only about $125,238 at 4% or $83,492 at 6%; with 50% employer match about $83,492 at 4% or $55,662 at 6%; with 100% employer match about $62,619 at 4% or $41,746 at 6%.
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-26$1,300,201$130,248$5,010iApproximate average salary by contribution assumption: employee only about $125,238 at 4% or $83,492 at 6%; with 50% employer match about $83,492 at 4% or $55,662 at 6%; with 100% employer match about $62,619 at 4% or $41,746 at 6%.
2008121$1,022,880$117,083$5,575iApproximate average salary by contribution assumption: employee only about $139,385 at 4% or $92,923 at 6%; with 50% employer match about $92,923 at 4% or $61,949 at 6%; with 100% employer match about $69,692 at 4% or $46,462 at 6%.
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-21$1,022,880$117,083$5,575iApproximate average salary by contribution assumption: employee only about $139,385 at 4% or $92,923 at 6%; with 50% employer match about $92,923 at 4% or $61,949 at 6%; with 100% employer match about $69,692 at 4% or $46,462 at 6%.
2007123$0$0-
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-23---
2006126$1,038,221$120,557$4,637iApproximate average salary by contribution assumption: employee only about $115,920 at 4% or $77,280 at 6%; with 50% employer match about $77,280 at 4% or $51,520 at 6%; with 100% employer match about $57,960 at 4% or $38,640 at 6%.
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-26$1,038,221$120,557$4,637iApproximate average salary by contribution assumption: employee only about $115,920 at 4% or $77,280 at 6%; with 50% employer match about $77,280 at 4% or $51,520 at 6%; with 100% employer match about $57,960 at 4% or $38,640 at 6%.
2005121$852,541$100,488$4,785iApproximate average salary by contribution assumption: employee only about $119,629 at 4% or $79,752 at 6%; with 50% employer match about $79,752 at 4% or $53,168 at 6%; with 100% employer match about $59,814 at 4% or $39,876 at 6%.
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-21$852,541$100,488$4,785iApproximate average salary by contribution assumption: employee only about $119,629 at 4% or $79,752 at 6%; with 50% employer match about $79,752 at 4% or $53,168 at 6%; with 100% employer match about $59,814 at 4% or $39,876 at 6%.
2004119$1,064,439$85,196$4,484iApproximate average salary by contribution assumption: employee only about $112,100 at 4% or $74,733 at 6%; with 50% employer match about $74,733 at 4% or $49,822 at 6%; with 100% employer match about $56,050 at 4% or $37,367 at 6%.
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-19$1,064,439$85,196$4,484iApproximate average salary by contribution assumption: employee only about $112,100 at 4% or $74,733 at 6%; with 50% employer match about $74,733 at 4% or $49,822 at 6%; with 100% employer match about $56,050 at 4% or $37,367 at 6%.
2003123$924,188$100,580$4,373iApproximate average salary by contribution assumption: employee only about $109,326 at 4% or $72,884 at 6%; with 50% employer match about $72,884 at 4% or $48,589 at 6%; with 100% employer match about $54,663 at 4% or $36,442 at 6%.
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-23$924,188$100,580$4,373iApproximate average salary by contribution assumption: employee only about $109,326 at 4% or $72,884 at 6%; with 50% employer match about $72,884 at 4% or $48,589 at 6%; with 100% employer match about $54,663 at 4% or $36,442 at 6%.
2002121$0$0-
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-21---
2001123$0$0-
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-23---
2000123$673,763$88,906$3,865iApproximate average salary by contribution assumption: employee only about $96,637 at 4% or $64,425 at 6%; with 50% employer match about $64,425 at 4% or $42,950 at 6%; with 100% employer match about $48,318 at 4% or $32,212 at 6%.
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-23$673,763$88,906$3,865iApproximate average salary by contribution assumption: employee only about $96,637 at 4% or $64,425 at 6%; with 50% employer match about $64,425 at 4% or $42,950 at 6%; with 100% employer match about $48,318 at 4% or $32,212 at 6%.
1999122$749,997$68,350$3,107iApproximate average salary by contribution assumption: employee only about $77,670 at 4% or $51,780 at 6%; with 50% employer match about $51,780 at 4% or $34,520 at 6%; with 100% employer match about $38,835 at 4% or $25,890 at 6%.
Schwendeman Agency Inc. 401(K) Profit Sharing Plan-22$749,997$68,350$3,107iApproximate average salary by contribution assumption: employee only about $77,670 at 4% or $51,780 at 6%; with 50% employer match about $51,780 at 4% or $34,520 at 6%; with 100% employer match about $38,835 at 4% or $25,890 at 6%.