Civic Intelligence

Schroeder Management Company Inc.

Plan context: Smc 401(K) Plan

EIN 33-0581537 • Costa Mesa, CA • 15 filings • 3 plans

1675 Scenic Ave., Suite 250Costa Mesa, CA 92626
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$1,453,528

2024 Contributions

$85,939

Historical Graphs

Total Assets Over Time

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

$1,453,528$726,764$0201420192024YearValue
$1,453,528Latest year 2024

Participants Over Time

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

55280201320192024YearValue
12Latest 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
2024112$1,453,528$85,939$7,162iApproximate average salary by contribution assumption: employee only about $179,040 at 4% or $119,360 at 6%; with 50% employer match about $119,360 at 4% or $79,573 at 6%; with 100% employer match about $89,520 at 4% or $59,680 at 6%.
Smc 401(K) Plan-12$1,453,528$85,939$7,162iApproximate average salary by contribution assumption: employee only about $179,040 at 4% or $119,360 at 6%; with 50% employer match about $119,360 at 4% or $79,573 at 6%; with 100% employer match about $89,520 at 4% or $59,680 at 6%.
2023113$1,341,881$81,232$6,249iApproximate average salary by contribution assumption: employee only about $156,215 at 4% or $104,144 at 6%; with 50% employer match about $104,144 at 4% or $69,429 at 6%; with 100% employer match about $78,108 at 4% or $52,072 at 6%.
Smc 401(K) Plan-13$1,341,881$81,232$6,249iApproximate average salary by contribution assumption: employee only about $156,215 at 4% or $104,144 at 6%; with 50% employer match about $104,144 at 4% or $69,429 at 6%; with 100% employer match about $78,108 at 4% or $52,072 at 6%.
2022114$1,064,216$128,701$9,193iApproximate average salary by contribution assumption: employee only about $229,823 at 4% or $153,215 at 6%; with 50% employer match about $153,215 at 4% or $102,144 at 6%; with 100% employer match about $114,912 at 4% or $76,608 at 6%.
Smc 401(K) Plan-14$1,064,216$128,701$9,193iApproximate average salary by contribution assumption: employee only about $229,823 at 4% or $153,215 at 6%; with 50% employer match about $153,215 at 4% or $102,144 at 6%; with 100% employer match about $114,912 at 4% or $76,608 at 6%.
2021114$1,155,068$156,752$11,197iApproximate average salary by contribution assumption: employee only about $279,914 at 4% or $186,610 at 6%; with 50% employer match about $186,610 at 4% or $124,406 at 6%; with 100% employer match about $139,957 at 4% or $93,305 at 6%.
Smc 401(K) Plan-14$1,155,068$156,752$11,197iApproximate average salary by contribution assumption: employee only about $279,914 at 4% or $186,610 at 6%; with 50% employer match about $186,610 at 4% or $124,406 at 6%; with 100% employer match about $139,957 at 4% or $93,305 at 6%.
2020113$846,102$141,958$10,920iApproximate average salary by contribution assumption: employee only about $272,996 at 4% or $181,997 at 6%; with 50% employer match about $181,997 at 4% or $121,332 at 6%; with 100% employer match about $136,498 at 4% or $90,999 at 6%.
Smc 401(K) Plan-13$846,102$141,958$10,920iApproximate average salary by contribution assumption: employee only about $272,996 at 4% or $181,997 at 6%; with 50% employer match about $181,997 at 4% or $121,332 at 6%; with 100% employer match about $136,498 at 4% or $90,999 at 6%.
2019111$590,722$134,100$12,191iApproximate average salary by contribution assumption: employee only about $304,773 at 4% or $203,182 at 6%; with 50% employer match about $203,182 at 4% or $135,455 at 6%; with 100% employer match about $152,386 at 4% or $101,591 at 6%.
Smc 401(K) Plan-11$590,722$134,100$12,191iApproximate average salary by contribution assumption: employee only about $304,773 at 4% or $203,182 at 6%; with 50% employer match about $203,182 at 4% or $135,455 at 6%; with 100% employer match about $152,386 at 4% or $101,591 at 6%.
2018111$360,624$127,469$11,588iApproximate average salary by contribution assumption: employee only about $289,702 at 4% or $193,135 at 6%; with 50% employer match about $193,135 at 4% or $128,757 at 6%; with 100% employer match about $144,851 at 4% or $96,567 at 6%.
Smc 401(K) Plan-11$360,624$127,469$11,588iApproximate average salary by contribution assumption: employee only about $289,702 at 4% or $193,135 at 6%; with 50% employer match about $193,135 at 4% or $128,757 at 6%; with 100% employer match about $144,851 at 4% or $96,567 at 6%.
2017110$273,706$88,489$8,849iApproximate average salary by contribution assumption: employee only about $221,223 at 4% or $147,482 at 6%; with 50% employer match about $147,482 at 4% or $98,321 at 6%; with 100% employer match about $110,611 at 4% or $73,741 at 6%.
Smc 401(K) Plan-10$273,706$88,489$8,849iApproximate average salary by contribution assumption: employee only about $221,223 at 4% or $147,482 at 6%; with 50% employer match about $147,482 at 4% or $98,321 at 6%; with 100% employer match about $110,611 at 4% or $73,741 at 6%.
2016110$152,378$37,509$3,751iApproximate average salary by contribution assumption: employee only about $93,773 at 4% or $62,515 at 6%; with 50% employer match about $62,515 at 4% or $41,677 at 6%; with 100% employer match about $46,886 at 4% or $31,258 at 6%.
Smc 401(K) Plan-10$152,378$37,509$3,751iApproximate average salary by contribution assumption: employee only about $93,773 at 4% or $62,515 at 6%; with 50% employer match about $62,515 at 4% or $41,677 at 6%; with 100% employer match about $46,886 at 4% or $31,258 at 6%.
2015235$107,827$57,922$1,655iApproximate average salary by contribution assumption: employee only about $41,373 at 4% or $27,582 at 6%; with 50% employer match about $27,582 at 4% or $18,388 at 6%; with 100% employer match about $20,686 at 4% or $13,791 at 6%.
Smc 401(K) Plan-9$107,827$57,922$6,436iApproximate average salary by contribution assumption: employee only about $160,894 at 4% or $107,263 at 6%; with 50% employer match about $107,263 at 4% or $71,509 at 6%; with 100% employer match about $80,447 at 4% or $53,631 at 6%.
Schroeder Management Company-35---
2014244$67,306$65,898$1,498iApproximate average salary by contribution assumption: employee only about $37,442 at 4% or $24,961 at 6%; with 50% employer match about $24,961 at 4% or $16,641 at 6%; with 100% employer match about $18,721 at 4% or $12,481 at 6%.
Smc 401(K) Plan-8$67,306$65,898$8,237iApproximate average salary by contribution assumption: employee only about $205,931 at 4% or $137,288 at 6%; with 50% employer match about $137,288 at 4% or $91,525 at 6%; with 100% employer match about $102,966 at 4% or $68,644 at 6%.
Schroeder Management Company-44---
2013255$0$0-
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