Civic Intelligence

A. J. Schryer Financial Services

Plan context: A. J. Schryer Financial Services Defined Benefit Pension Plan

EIN 33-1027852 • Newport Beach, CA • 29 filings • 4 plans

4299 Macarthur Blvd., Ste. 101Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$105,102

2024 Contributions

$105,106

Historical Graphs

Total Assets Over Time

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

$1,249,709$624,855$0200420132024YearValue
$105,102Latest year 2024

Participants Over Time

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

950200420122024YearValue
9Latest 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
202419$105,102$105,106$11,678iApproximate average salary by contribution assumption: employee only about $291,961 at 4% or $194,641 at 6%; with 50% employer match about $194,641 at 4% or $129,760 at 6%; with 100% employer match about $145,981 at 4% or $97,320 at 6%.
A. J. Schryer Financial Services Defined Benefit Pension Plan-9$105,102$105,106$11,678iApproximate average salary by contribution assumption: employee only about $291,961 at 4% or $194,641 at 6%; with 50% employer match about $194,641 at 4% or $129,760 at 6%; with 100% employer match about $145,981 at 4% or $97,320 at 6%.
202020$0$0-
A. J. Schryer Financial Services Defined Benefit Pension Plan-0$0$0-
A. J. Schryer Financial Services 401(K) Plan-0$0$0-
201922$1,249,709$0-
A. J. Schryer Financial Services Defined Benefit Pension Plan-2$774,028$0-
A. J. Schryer Financial Services 401(K) Plan-2$475,681$0-
201822$1,036,193$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
A. J. Schryer Financial Services Defined Benefit Pension Plan-2$645,303$0-
A. J. Schryer Financial Services 401(K) Plan-2$390,890$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
201722$1,046,034$61,000$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
A. J. Schryer Financial Services Defined Benefit Pension Plan-2$683,589$0-
A. J. Schryer Financial Services 401(K) Plan-2$362,445$61,000$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
201623$922,222$61,380$20,460iApproximate average salary by contribution assumption: employee only about $511,500 at 4% or $341,000 at 6%; with 50% employer match about $341,000 at 4% or $227,333 at 6%; with 100% employer match about $255,750 at 4% or $170,500 at 6%.
A. J. Schryer Financial Services Defined Benefit Pension Plan-3$608,714$0-
A. J. Schryer Financial Services 401(K) Plan-2$313,508$61,380$30,690iApproximate average salary by contribution assumption: employee only about $767,250 at 4% or $511,500 at 6%; with 50% employer match about $511,500 at 4% or $341,000 at 6%; with 100% employer match about $383,625 at 4% or $255,750 at 6%.
201522$765,068$0-
A. J. Schryer Financial Services Defined Benefit Pension Plan-2$568,381$0-
A. J. Schryer Financial Services 401(K) Plan-2$196,687$0-
201422$779,617$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
A. J. Schryer Financial Services Defined Benefit Pension Plan-2$561,807$0-
A. J. Schryer Financial Services 401(K) Plan-2$217,810$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
201322$706,027$90,996$45,498iApproximate average salary by contribution assumption: employee only about $1,137,450 at 4% or $758,300 at 6%; with 50% employer match about $758,300 at 4% or $505,533 at 6%; with 100% employer match about $568,725 at 4% or $379,150 at 6%.
A. J. Schryer Financial Services Defined Benefit Pension Plan-2$534,210$42,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
A. J. Schryer Financial Services 401(K) Plan-2$171,817$48,996$24,498iApproximate average salary by contribution assumption: employee only about $612,450 at 4% or $408,300 at 6%; with 50% employer match about $408,300 at 4% or $272,200 at 6%; with 100% employer match about $306,225 at 4% or $204,150 at 6%.
201222$624,661$157,865$78,933iApproximate average salary by contribution assumption: employee only about $1,973,313 at 4% or $1,315,542 at 6%; with 50% employer match about $1,315,542 at 4% or $877,028 at 6%; with 100% employer match about $986,656 at 4% or $657,771 at 6%.
A. J. Schryer Financial Services Defined Benefit Pension Plan-2$496,943$112,000$56,000iApproximate average salary by contribution assumption: employee only about $1,400,000 at 4% or $933,333 at 6%; with 50% employer match about $933,333 at 4% or $622,222 at 6%; with 100% employer match about $700,000 at 4% or $466,667 at 6%.
A. J. Schryer Financial Services 401(K) Plan-2$127,718$45,865$22,933iApproximate average salary by contribution assumption: employee only about $573,313 at 4% or $382,208 at 6%; with 50% employer match about $382,208 at 4% or $254,806 at 6%; with 100% employer match about $286,656 at 4% or $191,104 at 6%.
201122$467,436$65,432$32,716iApproximate average salary by contribution assumption: employee only about $817,900 at 4% or $545,267 at 6%; with 50% employer match about $545,267 at 4% or $363,511 at 6%; with 100% employer match about $408,950 at 4% or $272,633 at 6%.
A. J. Schryer Financial Services Defined Benefit Pension Plan-2$385,584$25,300$12,650iApproximate average salary by contribution assumption: employee only about $316,250 at 4% or $210,833 at 6%; with 50% employer match about $210,833 at 4% or $140,556 at 6%; with 100% employer match about $158,125 at 4% or $105,417 at 6%.
A. J. Schryer Financial Services 401(K) Plan-2$81,852$40,132$20,066iApproximate average salary by contribution assumption: employee only about $501,650 at 4% or $334,433 at 6%; with 50% employer match about $334,433 at 4% or $222,956 at 6%; with 100% employer match about $250,825 at 4% or $167,217 at 6%.
201028$402,515$41,720$5,215iApproximate average salary by contribution assumption: employee only about $130,375 at 4% or $86,917 at 6%; with 50% employer match about $86,917 at 4% or $57,944 at 6%; with 100% employer match about $65,188 at 4% or $43,458 at 6%.
A. J. Schryer Financial Services Defined Benefit Pension Plan-2$360,795--
A. J. Schryer Financial Services 401(K) Plan-8$41,720$41,720$5,215iApproximate average salary by contribution assumption: employee only about $130,375 at 4% or $86,917 at 6%; with 50% employer match about $86,917 at 4% or $57,944 at 6%; with 100% employer match about $65,188 at 4% or $43,458 at 6%.
200912$353,430$0-
A. J. Schryer Financial Services Defined Benefit Pension Plan-2$353,430--
200812$0$0-
A. J. Schryer Financial Services Defined Benefit Pension Plan-2---
200712$0$0-
A. J. Schryer Financial Services Defined Benefit Pension Plan-2---
200612$277,396$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
A. J. Schryer Financial Services Defined Benefit Pension Plan-2$277,396$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200513$192,102$87,953$29,318iApproximate average salary by contribution assumption: employee only about $732,942 at 4% or $488,628 at 6%; with 50% employer match about $488,628 at 4% or $325,752 at 6%; with 100% employer match about $366,471 at 4% or $244,314 at 6%.
A. J. Schryer Financial Services Defined Benefit Pension Plan-3$192,102$87,953$29,318iApproximate average salary by contribution assumption: employee only about $732,942 at 4% or $488,628 at 6%; with 50% employer match about $488,628 at 4% or $325,752 at 6%; with 100% employer match about $366,471 at 4% or $244,314 at 6%.
200411$103,853$52,786$52,786iApproximate average salary by contribution assumption: employee only about $1,319,650 at 4% or $879,767 at 6%; with 50% employer match about $879,767 at 4% or $586,511 at 6%; with 100% employer match about $659,825 at 4% or $439,883 at 6%.
A. J. Schryer Financial Services Defined Benefit Pension Plan-1$103,853$52,786$52,786iApproximate average salary by contribution assumption: employee only about $1,319,650 at 4% or $879,767 at 6%; with 50% employer match about $879,767 at 4% or $586,511 at 6%; with 100% employer match about $659,825 at 4% or $439,883 at 6%.