Civic Intelligence

James J. Schaefer, D.D.S.

Plan context: James J. Schaefer, D.D.S. 401(K) Plan

EIN 35-1661231 • Indianapolis, IN • 26 filings • 3 plans

9670 E. Washington St., Suite 135Indianapolis, IN 46229
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,277,941

2024 Contributions

$17,778

Historical Graphs

Total Assets Over Time

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

$3,427,833$1,713,917$0199920122023YearValue
$3,277,941Latest year 2023

Participants Over Time

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

950199920112023YearValue
7Latest year 2023

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
202410$0$17,778-
James J. Schaefer, D.D.S. 401(K) Plan-0$0$17,778-
202317$3,277,941$107,016$15,288iApproximate average salary by contribution assumption: employee only about $382,200 at 4% or $254,800 at 6%; with 50% employer match about $254,800 at 4% or $169,867 at 6%; with 100% employer match about $191,100 at 4% or $127,400 at 6%.
James J. Schaefer, D.D.S. 401(K) Plan-7$3,277,941$107,016$15,288iApproximate average salary by contribution assumption: employee only about $382,200 at 4% or $254,800 at 6%; with 50% employer match about $254,800 at 4% or $169,867 at 6%; with 100% employer match about $191,100 at 4% or $127,400 at 6%.
202216$2,801,580$94,590$15,765iApproximate average salary by contribution assumption: employee only about $394,125 at 4% or $262,750 at 6%; with 50% employer match about $262,750 at 4% or $175,167 at 6%; with 100% employer match about $197,063 at 4% or $131,375 at 6%.
James J. Schaefer, D.D.S. 401(K) Plan-6$2,801,580$94,590$15,765iApproximate average salary by contribution assumption: employee only about $394,125 at 4% or $262,750 at 6%; with 50% employer match about $262,750 at 4% or $175,167 at 6%; with 100% employer match about $197,063 at 4% or $131,375 at 6%.
202117$3,427,833$93,931$13,419iApproximate average salary by contribution assumption: employee only about $335,468 at 4% or $223,645 at 6%; with 50% employer match about $223,645 at 4% or $149,097 at 6%; with 100% employer match about $167,734 at 4% or $111,823 at 6%.
James J. Schaefer, D.D.S. 401(K) Plan-7$3,427,833$93,931$13,419iApproximate average salary by contribution assumption: employee only about $335,468 at 4% or $223,645 at 6%; with 50% employer match about $223,645 at 4% or $149,097 at 6%; with 100% employer match about $167,734 at 4% or $111,823 at 6%.
202016$3,081,715$93,525$15,588iApproximate average salary by contribution assumption: employee only about $389,688 at 4% or $259,792 at 6%; with 50% employer match about $259,792 at 4% or $173,194 at 6%; with 100% employer match about $194,844 at 4% or $129,896 at 6%.
James J. Schaefer, D.D.S. 401(K) Plan-6$3,081,715$93,525$15,588iApproximate average salary by contribution assumption: employee only about $389,688 at 4% or $259,792 at 6%; with 50% employer match about $259,792 at 4% or $173,194 at 6%; with 100% employer match about $194,844 at 4% or $129,896 at 6%.
201917$2,671,579$96,473$13,782iApproximate average salary by contribution assumption: employee only about $344,546 at 4% or $229,698 at 6%; with 50% employer match about $229,698 at 4% or $153,132 at 6%; with 100% employer match about $172,273 at 4% or $114,849 at 6%.
James J. Schaefer, D.D.S. 401(K) Plan-7$2,671,579$96,473$13,782iApproximate average salary by contribution assumption: employee only about $344,546 at 4% or $229,698 at 6%; with 50% employer match about $229,698 at 4% or $153,132 at 6%; with 100% employer match about $172,273 at 4% or $114,849 at 6%.
201818$2,159,335$84,523$10,565iApproximate average salary by contribution assumption: employee only about $264,134 at 4% or $176,090 at 6%; with 50% employer match about $176,090 at 4% or $117,393 at 6%; with 100% employer match about $132,067 at 4% or $88,045 at 6%.
James J. Schaefer, D.D.S. 401(K) Plan-8$2,159,335$84,523$10,565iApproximate average salary by contribution assumption: employee only about $264,134 at 4% or $176,090 at 6%; with 50% employer match about $176,090 at 4% or $117,393 at 6%; with 100% employer match about $132,067 at 4% or $88,045 at 6%.
201716$2,212,681$97,748$16,291iApproximate average salary by contribution assumption: employee only about $407,283 at 4% or $271,522 at 6%; with 50% employer match about $271,522 at 4% or $181,015 at 6%; with 100% employer match about $203,642 at 4% or $135,761 at 6%.
James J. Schaefer, D.D.S. 401(K) Plan-6$2,212,681$97,748$16,291iApproximate average salary by contribution assumption: employee only about $407,283 at 4% or $271,522 at 6%; with 50% employer match about $271,522 at 4% or $181,015 at 6%; with 100% employer match about $203,642 at 4% or $135,761 at 6%.
201618$1,843,002$107,320$13,415iApproximate average salary by contribution assumption: employee only about $335,375 at 4% or $223,583 at 6%; with 50% employer match about $223,583 at 4% or $149,056 at 6%; with 100% employer match about $167,688 at 4% or $111,792 at 6%.
James J. Schaefer, D.D.S. 401(K) Plan-8$1,843,002$107,320$13,415iApproximate average salary by contribution assumption: employee only about $335,375 at 4% or $223,583 at 6%; with 50% employer match about $223,583 at 4% or $149,056 at 6%; with 100% employer match about $167,688 at 4% or $111,792 at 6%.
201517$1,684,022$45,193$6,456iApproximate average salary by contribution assumption: employee only about $161,404 at 4% or $107,602 at 6%; with 50% employer match about $107,602 at 4% or $71,735 at 6%; with 100% employer match about $80,702 at 4% or $53,801 at 6%.
James J. Schaefer, D.D.S. 401(K) Plan-7$1,684,022$45,193$6,456iApproximate average salary by contribution assumption: employee only about $161,404 at 4% or $107,602 at 6%; with 50% employer match about $107,602 at 4% or $71,735 at 6%; with 100% employer match about $80,702 at 4% or $53,801 at 6%.
201417$1,657,560$71,675$10,239iApproximate average salary by contribution assumption: employee only about $255,982 at 4% or $170,655 at 6%; with 50% employer match about $170,655 at 4% or $113,770 at 6%; with 100% employer match about $127,991 at 4% or $85,327 at 6%.
James J. Schaefer, D.D.S. 401(K) Plan-7$1,657,560$71,675$10,239iApproximate average salary by contribution assumption: employee only about $255,982 at 4% or $170,655 at 6%; with 50% employer match about $170,655 at 4% or $113,770 at 6%; with 100% employer match about $127,991 at 4% or $85,327 at 6%.
201318$1,533,528$71,864$8,983iApproximate average salary by contribution assumption: employee only about $224,575 at 4% or $149,717 at 6%; with 50% employer match about $149,717 at 4% or $99,811 at 6%; with 100% employer match about $112,288 at 4% or $74,858 at 6%.
James J. Schaefer, D.D.S. 401(K) Plan-8$1,533,528$71,864$8,983iApproximate average salary by contribution assumption: employee only about $224,575 at 4% or $149,717 at 6%; with 50% employer match about $149,717 at 4% or $99,811 at 6%; with 100% employer match about $112,288 at 4% or $74,858 at 6%.
201217$1,365,292$46,250$6,607iApproximate average salary by contribution assumption: employee only about $165,179 at 4% or $110,119 at 6%; with 50% employer match about $110,119 at 4% or $73,413 at 6%; with 100% employer match about $82,589 at 4% or $55,060 at 6%.
James J. Schaefer, D.D.S. 401(K) Plan-7$1,365,292$46,250$6,607iApproximate average salary by contribution assumption: employee only about $165,179 at 4% or $110,119 at 6%; with 50% employer match about $110,119 at 4% or $73,413 at 6%; with 100% employer match about $82,589 at 4% or $55,060 at 6%.
201118$1,170,411$48,622$6,078iApproximate average salary by contribution assumption: employee only about $151,944 at 4% or $101,296 at 6%; with 50% employer match about $101,296 at 4% or $67,531 at 6%; with 100% employer match about $75,972 at 4% or $50,648 at 6%.
James J. Schaefer, D.D.S. 401(K) Plan-8$1,170,411$48,622$6,078iApproximate average salary by contribution assumption: employee only about $151,944 at 4% or $101,296 at 6%; with 50% employer match about $101,296 at 4% or $67,531 at 6%; with 100% employer match about $75,972 at 4% or $50,648 at 6%.
201018$1,133,140$46,117$5,765iApproximate average salary by contribution assumption: employee only about $144,116 at 4% or $96,077 at 6%; with 50% employer match about $96,077 at 4% or $64,051 at 6%; with 100% employer match about $72,058 at 4% or $48,039 at 6%.
James J. Schaefer, D.D.S. 401(K) Plan-8$1,133,140$46,117$5,765iApproximate average salary by contribution assumption: employee only about $144,116 at 4% or $96,077 at 6%; with 50% employer match about $96,077 at 4% or $64,051 at 6%; with 100% employer match about $72,058 at 4% or $48,039 at 6%.
200919$996,023$45,579$5,064iApproximate average salary by contribution assumption: employee only about $126,608 at 4% or $84,406 at 6%; with 50% employer match about $84,406 at 4% or $56,270 at 6%; with 100% employer match about $63,304 at 4% or $42,203 at 6%.
James J. Schaefer, D.D.S. 401(K) Plan-9$996,023$45,579$5,064iApproximate average salary by contribution assumption: employee only about $126,608 at 4% or $84,406 at 6%; with 50% employer match about $84,406 at 4% or $56,270 at 6%; with 100% employer match about $63,304 at 4% or $42,203 at 6%.
200819$750,591$42,074$4,675iApproximate average salary by contribution assumption: employee only about $116,872 at 4% or $77,915 at 6%; with 50% employer match about $77,915 at 4% or $51,943 at 6%; with 100% employer match about $58,436 at 4% or $38,957 at 6%.
James J. Schaefer, D.D.S. 401(K) Plan-9$750,591$42,074$4,675iApproximate average salary by contribution assumption: employee only about $116,872 at 4% or $77,915 at 6%; with 50% employer match about $77,915 at 4% or $51,943 at 6%; with 100% employer match about $58,436 at 4% or $38,957 at 6%.
200718$1,113,763$70,151$8,769iApproximate average salary by contribution assumption: employee only about $219,222 at 4% or $146,148 at 6%; with 50% employer match about $146,148 at 4% or $97,432 at 6%; with 100% employer match about $109,611 at 4% or $73,074 at 6%.
James J. Schaefer, D.D.S. 401(K) Plan-8$1,113,763$70,151$8,769iApproximate average salary by contribution assumption: employee only about $219,222 at 4% or $146,148 at 6%; with 50% employer match about $146,148 at 4% or $97,432 at 6%; with 100% employer match about $109,611 at 4% or $73,074 at 6%.
200617$0$0-
James J. Schaefer, D.D.S. 401(K) Plan-7---
200517$828,990$57,083$8,155iApproximate average salary by contribution assumption: employee only about $203,868 at 4% or $135,912 at 6%; with 50% employer match about $135,912 at 4% or $90,608 at 6%; with 100% employer match about $101,934 at 4% or $67,956 at 6%.
James J. Schaefer, D.D.S. 401(K) Plan-7$828,990$57,083$8,155iApproximate average salary by contribution assumption: employee only about $203,868 at 4% or $135,912 at 6%; with 50% employer match about $135,912 at 4% or $90,608 at 6%; with 100% employer match about $101,934 at 4% or $67,956 at 6%.
200416$714,108$59,494$9,916iApproximate average salary by contribution assumption: employee only about $247,892 at 4% or $165,261 at 6%; with 50% employer match about $165,261 at 4% or $110,174 at 6%; with 100% employer match about $123,946 at 4% or $82,631 at 6%.
James J. Schaefer, D.D.S. 401(K) Plan-6$714,108$59,494$9,916iApproximate average salary by contribution assumption: employee only about $247,892 at 4% or $165,261 at 6%; with 50% employer match about $165,261 at 4% or $110,174 at 6%; with 100% employer match about $123,946 at 4% or $82,631 at 6%.
200315$594,468$58,824$11,765iApproximate average salary by contribution assumption: employee only about $294,120 at 4% or $196,080 at 6%; with 50% employer match about $196,080 at 4% or $130,720 at 6%; with 100% employer match about $147,060 at 4% or $98,040 at 6%.
James J. Schaefer, D.D.S. 401(K) Plan-5$594,468$58,824$11,765iApproximate average salary by contribution assumption: employee only about $294,120 at 4% or $196,080 at 6%; with 50% employer match about $196,080 at 4% or $130,720 at 6%; with 100% employer match about $147,060 at 4% or $98,040 at 6%.
200215$465,381$50,145$10,029iApproximate average salary by contribution assumption: employee only about $250,725 at 4% or $167,150 at 6%; with 50% employer match about $167,150 at 4% or $111,433 at 6%; with 100% employer match about $125,363 at 4% or $83,575 at 6%.
James J. Schaefer, D.D.S. 401(K) Plan-5$465,381$50,145$10,029iApproximate average salary by contribution assumption: employee only about $250,725 at 4% or $167,150 at 6%; with 50% employer match about $167,150 at 4% or $111,433 at 6%; with 100% employer match about $125,363 at 4% or $83,575 at 6%.
200115$499,570$40,217$8,043iApproximate average salary by contribution assumption: employee only about $201,085 at 4% or $134,057 at 6%; with 50% employer match about $134,057 at 4% or $89,371 at 6%; with 100% employer match about $100,543 at 4% or $67,028 at 6%.
James J. Schaefer, D.D.S. 401(K) Plan-5$499,570$40,217$8,043iApproximate average salary by contribution assumption: employee only about $201,085 at 4% or $134,057 at 6%; with 50% employer match about $134,057 at 4% or $89,371 at 6%; with 100% employer match about $100,543 at 4% or $67,028 at 6%.
200014$510,886$33,850$8,463iApproximate average salary by contribution assumption: employee only about $211,563 at 4% or $141,042 at 6%; with 50% employer match about $141,042 at 4% or $94,028 at 6%; with 100% employer match about $105,781 at 4% or $70,521 at 6%.
James J. Schaefer, D.D.S. 401(K) Plan-4$510,886$33,850$8,463iApproximate average salary by contribution assumption: employee only about $211,563 at 4% or $141,042 at 6%; with 50% employer match about $141,042 at 4% or $94,028 at 6%; with 100% employer match about $105,781 at 4% or $70,521 at 6%.
199914$490,085$37,723$9,431iApproximate average salary by contribution assumption: employee only about $235,769 at 4% or $157,179 at 6%; with 50% employer match about $157,179 at 4% or $104,786 at 6%; with 100% employer match about $117,884 at 4% or $78,590 at 6%.
James J. Schaefer, D.D.S. 401(K) Plan-4$490,085$37,723$9,431iApproximate average salary by contribution assumption: employee only about $235,769 at 4% or $157,179 at 6%; with 50% employer match about $157,179 at 4% or $104,786 at 6%; with 100% employer match about $117,884 at 4% or $78,590 at 6%.