Schulz, Brick & Rogaski
Plan context: Schulz, Brick & Rogaski 401(K) Psp & Trust
EIN 33-0265005 • Redding, CA • 22 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$3,311,826
2024 Contributions
$118,651
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $3,311,826 | $118,651 | $11,865iApproximate average salary by contribution assumption: employee only about $296,628 at 4% or $197,752 at 6%; with 50% employer match about $197,752 at 4% or $131,834 at 6%; with 100% employer match about $148,314 at 4% or $98,876 at 6%. |
| Schulz, Brick & Rogaski 401(K) Psp & Trust | - | 10 | $3,311,826 | $118,651 | $11,865iApproximate average salary by contribution assumption: employee only about $296,628 at 4% or $197,752 at 6%; with 50% employer match about $197,752 at 4% or $131,834 at 6%; with 100% employer match about $148,314 at 4% or $98,876 at 6%. |
| 2023 | 1 | 9 | $2,816,162 | $120,882 | $13,431iApproximate average salary by contribution assumption: employee only about $335,783 at 4% or $223,856 at 6%; with 50% employer match about $223,856 at 4% or $149,237 at 6%; with 100% employer match about $167,892 at 4% or $111,928 at 6%. |
| Schulz, Brick & Rogaski 401(K) Psp & Trust | - | 9 | $2,816,162 | $120,882 | $13,431iApproximate average salary by contribution assumption: employee only about $335,783 at 4% or $223,856 at 6%; with 50% employer match about $223,856 at 4% or $149,237 at 6%; with 100% employer match about $167,892 at 4% or $111,928 at 6%. |
| 2022 | 1 | 10 | $2,284,280 | $114,909 | $11,491iApproximate average salary by contribution assumption: employee only about $287,273 at 4% or $191,515 at 6%; with 50% employer match about $191,515 at 4% or $127,677 at 6%; with 100% employer match about $143,636 at 4% or $95,758 at 6%. |
| Schulz, Brick & Rogaski 401(K) Psp & Trust | - | 10 | $2,284,280 | $114,909 | $11,491iApproximate average salary by contribution assumption: employee only about $287,273 at 4% or $191,515 at 6%; with 50% employer match about $191,515 at 4% or $127,677 at 6%; with 100% employer match about $143,636 at 4% or $95,758 at 6%. |
| 2021 | 1 | 10 | $2,579,502 | $110,631 | $11,063iApproximate average salary by contribution assumption: employee only about $276,578 at 4% or $184,385 at 6%; with 50% employer match about $184,385 at 4% or $122,923 at 6%; with 100% employer match about $138,289 at 4% or $92,193 at 6%. |
| Schulz, Brick & Rogaski 401(K) Psp & Trust | - | 10 | $2,579,502 | $110,631 | $11,063iApproximate average salary by contribution assumption: employee only about $276,578 at 4% or $184,385 at 6%; with 50% employer match about $184,385 at 4% or $122,923 at 6%; with 100% employer match about $138,289 at 4% or $92,193 at 6%. |
| 2020 | 1 | 9 | $2,247,505 | $111,462 | $12,385iApproximate average salary by contribution assumption: employee only about $309,617 at 4% or $206,411 at 6%; with 50% employer match about $206,411 at 4% or $137,607 at 6%; with 100% employer match about $154,808 at 4% or $103,206 at 6%. |
| Schulz, Brick & Rogaski 401(K) Psp & Trust | - | 9 | $2,247,505 | $111,462 | $12,385iApproximate average salary by contribution assumption: employee only about $309,617 at 4% or $206,411 at 6%; with 50% employer match about $206,411 at 4% or $137,607 at 6%; with 100% employer match about $154,808 at 4% or $103,206 at 6%. |
| 2019 | 1 | 9 | $1,753,333 | $278,435 | $30,937iApproximate average salary by contribution assumption: employee only about $773,431 at 4% or $515,620 at 6%; with 50% employer match about $515,620 at 4% or $343,747 at 6%; with 100% employer match about $386,715 at 4% or $257,810 at 6%. |
| Schulz, Brick & Rogaski 401(K) Psp & Trust | - | 9 | $1,753,333 | $278,435 | $30,937iApproximate average salary by contribution assumption: employee only about $773,431 at 4% or $515,620 at 6%; with 50% employer match about $515,620 at 4% or $343,747 at 6%; with 100% employer match about $386,715 at 4% or $257,810 at 6%. |
| 2018 | 1 | 10 | $1,204,569 | $81,161 | $8,116iApproximate average salary by contribution assumption: employee only about $202,903 at 4% or $135,268 at 6%; with 50% employer match about $135,268 at 4% or $90,179 at 6%; with 100% employer match about $101,451 at 4% or $67,634 at 6%. |
| Schulz, Brick & Rogaski 401(K) Psp & Trust | - | 10 | $1,204,569 | $81,161 | $8,116iApproximate average salary by contribution assumption: employee only about $202,903 at 4% or $135,268 at 6%; with 50% employer match about $135,268 at 4% or $90,179 at 6%; with 100% employer match about $101,451 at 4% or $67,634 at 6%. |
| 2017 | 1 | 8 | $1,179,683 | $62,144 | $7,768iApproximate average salary by contribution assumption: employee only about $194,200 at 4% or $129,467 at 6%; with 50% employer match about $129,467 at 4% or $86,311 at 6%; with 100% employer match about $97,100 at 4% or $64,733 at 6%. |
| Schulz, Brick & Rogaski 401(K) Psp & Trust | - | 8 | $1,179,683 | $62,144 | $7,768iApproximate average salary by contribution assumption: employee only about $194,200 at 4% or $129,467 at 6%; with 50% employer match about $129,467 at 4% or $86,311 at 6%; with 100% employer match about $97,100 at 4% or $64,733 at 6%. |
| 2016 | 1 | 11 | $1,049,255 | $59,928 | $5,448iApproximate average salary by contribution assumption: employee only about $136,200 at 4% or $90,800 at 6%; with 50% employer match about $90,800 at 4% or $60,533 at 6%; with 100% employer match about $68,100 at 4% or $45,400 at 6%. |
| Schulz, Brick & Rogaski 401(K) Psp & Trust | - | 11 | $1,049,255 | $59,928 | $5,448iApproximate average salary by contribution assumption: employee only about $136,200 at 4% or $90,800 at 6%; with 50% employer match about $90,800 at 4% or $60,533 at 6%; with 100% employer match about $68,100 at 4% or $45,400 at 6%. |
| 2015 | 1 | 11 | $938,609 | $65,191 | $5,926iApproximate average salary by contribution assumption: employee only about $148,161 at 4% or $98,774 at 6%; with 50% employer match about $98,774 at 4% or $65,849 at 6%; with 100% employer match about $74,081 at 4% or $49,387 at 6%. |
| Schulz, Brick & Rogaski 401(K) Psp & Trust | - | 11 | $938,609 | $65,191 | $5,926iApproximate average salary by contribution assumption: employee only about $148,161 at 4% or $98,774 at 6%; with 50% employer match about $98,774 at 4% or $65,849 at 6%; with 100% employer match about $74,081 at 4% or $49,387 at 6%. |
| 2014 | 1 | 11 | $904,154 | $52,830 | $4,803iApproximate average salary by contribution assumption: employee only about $120,068 at 4% or $80,045 at 6%; with 50% employer match about $80,045 at 4% or $53,364 at 6%; with 100% employer match about $60,034 at 4% or $40,023 at 6%. |
| Schulz, Brick & Rogaski 401(K) Psp & Trust | - | 11 | $904,154 | $52,830 | $4,803iApproximate average salary by contribution assumption: employee only about $120,068 at 4% or $80,045 at 6%; with 50% employer match about $80,045 at 4% or $53,364 at 6%; with 100% employer match about $60,034 at 4% or $40,023 at 6%. |
| 2013 | 1 | 12 | $830,107 | $54,105 | $4,509iApproximate average salary by contribution assumption: employee only about $112,719 at 4% or $75,146 at 6%; with 50% employer match about $75,146 at 4% or $50,097 at 6%; with 100% employer match about $56,359 at 4% or $37,573 at 6%. |
| Schulz, Brick & Rogaski 401(K) Psp & Trust | - | 12 | $830,107 | $54,105 | $4,509iApproximate average salary by contribution assumption: employee only about $112,719 at 4% or $75,146 at 6%; with 50% employer match about $75,146 at 4% or $50,097 at 6%; with 100% employer match about $56,359 at 4% or $37,573 at 6%. |
| 2012 | 1 | 11 | $680,992 | $56,427 | $5,130iApproximate average salary by contribution assumption: employee only about $128,243 at 4% or $85,495 at 6%; with 50% employer match about $85,495 at 4% or $56,997 at 6%; with 100% employer match about $64,122 at 4% or $42,748 at 6%. |
| Schulz, Brick & Rogaski 401(K) Psp & Trust | - | 11 | $680,992 | $56,427 | $5,130iApproximate average salary by contribution assumption: employee only about $128,243 at 4% or $85,495 at 6%; with 50% employer match about $85,495 at 4% or $56,997 at 6%; with 100% employer match about $64,122 at 4% or $42,748 at 6%. |
| 2011 | 1 | 9 | $566,011 | $54,943 | $6,105iApproximate average salary by contribution assumption: employee only about $152,619 at 4% or $101,746 at 6%; with 50% employer match about $101,746 at 4% or $67,831 at 6%; with 100% employer match about $76,310 at 4% or $50,873 at 6%. |
| Schulz, Brick & Rogaski 401(K) Psp & Trust | - | 9 | $566,011 | $54,943 | $6,105iApproximate average salary by contribution assumption: employee only about $152,619 at 4% or $101,746 at 6%; with 50% employer match about $101,746 at 4% or $67,831 at 6%; with 100% employer match about $76,310 at 4% or $50,873 at 6%. |
| 2010 | 1 | 9 | $526,639 | $37,841 | $4,205iApproximate average salary by contribution assumption: employee only about $105,114 at 4% or $70,076 at 6%; with 50% employer match about $70,076 at 4% or $46,717 at 6%; with 100% employer match about $52,557 at 4% or $35,038 at 6%. |
| Schulz, Brick & Rogaski 401(K) Psp & Trust | - | 9 | $526,639 | $37,841 | $4,205iApproximate average salary by contribution assumption: employee only about $105,114 at 4% or $70,076 at 6%; with 50% employer match about $70,076 at 4% or $46,717 at 6%; with 100% employer match about $52,557 at 4% or $35,038 at 6%. |
| 2009 | 1 | 15 | $504,189 | $82,478 | $5,499iApproximate average salary by contribution assumption: employee only about $137,463 at 4% or $91,642 at 6%; with 50% employer match about $91,642 at 4% or $61,095 at 6%; with 100% employer match about $68,732 at 4% or $45,821 at 6%. |
| Schulz, Brick & Rogaski 401(K) Psp & Trust | - | 15 | $504,189 | $82,478 | $5,499iApproximate average salary by contribution assumption: employee only about $137,463 at 4% or $91,642 at 6%; with 50% employer match about $91,642 at 4% or $61,095 at 6%; with 100% employer match about $68,732 at 4% or $45,821 at 6%. |
| 2008 | 1 | 12 | $359,789 | $52,448 | $4,371iApproximate average salary by contribution assumption: employee only about $109,267 at 4% or $72,844 at 6%; with 50% employer match about $72,844 at 4% or $48,563 at 6%; with 100% employer match about $54,633 at 4% or $36,422 at 6%. |
| Schulz, Brick & Rogaski 401(K) Psp & Trust | - | 12 | $359,789 | $52,448 | $4,371iApproximate average salary by contribution assumption: employee only about $109,267 at 4% or $72,844 at 6%; with 50% employer match about $72,844 at 4% or $48,563 at 6%; with 100% employer match about $54,633 at 4% or $36,422 at 6%. |
| 2007 | 1 | 10 | $389,125 | $60,629 | $6,063iApproximate average salary by contribution assumption: employee only about $151,573 at 4% or $101,048 at 6%; with 50% employer match about $101,048 at 4% or $67,366 at 6%; with 100% employer match about $75,786 at 4% or $50,524 at 6%. |
| Schulz, Brick & Rogaski 401(K) Psp & Trust | - | 10 | $389,125 | $60,629 | $6,063iApproximate average salary by contribution assumption: employee only about $151,573 at 4% or $101,048 at 6%; with 50% employer match about $101,048 at 4% or $67,366 at 6%; with 100% employer match about $75,786 at 4% or $50,524 at 6%. |
| 2006 | 1 | 10 | $462,524 | $104,330 | $10,433iApproximate average salary by contribution assumption: employee only about $260,825 at 4% or $173,883 at 6%; with 50% employer match about $173,883 at 4% or $115,922 at 6%; with 100% employer match about $130,413 at 4% or $86,942 at 6%. |
| Schulz, Brick & Rogaski 401(K) Psp & Trust | - | 10 | $462,524 | $104,330 | $10,433iApproximate average salary by contribution assumption: employee only about $260,825 at 4% or $173,883 at 6%; with 50% employer match about $173,883 at 4% or $115,922 at 6%; with 100% employer match about $130,413 at 4% or $86,942 at 6%. |
| 2005 | 1 | 13 | $319,653 | $79,340 | $6,103iApproximate average salary by contribution assumption: employee only about $152,577 at 4% or $101,718 at 6%; with 50% employer match about $101,718 at 4% or $67,812 at 6%; with 100% employer match about $76,288 at 4% or $50,859 at 6%. |
| Schulz, Brick & Rogaski 401(K) Psp & Trust | - | 13 | $319,653 | $79,340 | $6,103iApproximate average salary by contribution assumption: employee only about $152,577 at 4% or $101,718 at 6%; with 50% employer match about $101,718 at 4% or $67,812 at 6%; with 100% employer match about $76,288 at 4% or $50,859 at 6%. |
| 2004 | 1 | 24 | $335,235 | $103,477 | $4,312iApproximate average salary by contribution assumption: employee only about $107,789 at 4% or $71,859 at 6%; with 50% employer match about $71,859 at 4% or $47,906 at 6%; with 100% employer match about $53,894 at 4% or $35,930 at 6%. |
| Schulz, Brick & Rogaski 401(K) Psp & Trust | - | 24 | $335,235 | $103,477 | $4,312iApproximate average salary by contribution assumption: employee only about $107,789 at 4% or $71,859 at 6%; with 50% employer match about $71,859 at 4% or $47,906 at 6%; with 100% employer match about $53,894 at 4% or $35,930 at 6%. |
| 2001 | 1 | 24 | $0 | $0 | - |
| Schulz, Brick & Rogaski 401(K) Psp & Trust | - | 24 | - | - | - |