Schott and Associates
Plan context: Schott and Associates Money Purchase Pension Trust
EIN 35-1735598 • 25 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
1
2023 Assets
$33,134
2023 Contributions
$2,000
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Schott and Associates Money Purchase Pension Trust | - | 0 | - | - | - |
| 2022 | 1 | 1 | $33,134 | $0 | - |
| Schott and Associates Money Purchase Pension Trust | - | 1 | $33,134 | - | - |
| 2021 | 1 | 2 | $134,694 | $0 | - |
| Schott and Associates Money Purchase Pension Trust | - | 2 | $134,694 | - | - |
| 2020 | 1 | 2 | $155,643 | $0 | - |
| Schott and Associates Money Purchase Pension Trust | - | 2 | $155,643 | - | - |
| 2019 | 1 | 2 | $187,196 | $0 | - |
| Schott and Associates Money Purchase Pension Trust | - | 2 | $187,196 | - | - |
| 2018 | 1 | 2 | $198,201 | $0 | - |
| Schott and Associates Money Purchase Pension Trust | - | 2 | $198,201 | - | - |
| 2017 | 1 | 2 | $216,857 | $0 | - |
| Schott and Associates Money Purchase Pension Trust | - | 2 | $216,857 | - | - |
| 2016 | 1 | 2 | $229,153 | $0 | - |
| Schott and Associates Money Purchase Pension Trust | - | 2 | $229,153 | - | - |
| 2015 | 1 | 2 | $245,470 | $0 | - |
| Schott and Associates Money Purchase Pension Trust | - | 2 | $245,470 | - | - |
| 2014 | 1 | 2 | $277,457 | $0 | - |
| Schott and Associates Money Purchase Pension Trust | - | 2 | $277,457 | - | - |
| 2013 | 1 | 2 | $288,413 | $0 | - |
| Schott and Associates Money Purchase Pension Trust | - | 2 | $288,413 | - | - |
| 2012 | 1 | 2 | $311,495 | $0 | - |
| Schott and Associates Money Purchase Pension Trust | - | 2 | $311,495 | - | - |
| 2011 | 1 | 2 | $327,517 | $0 | - |
| Schott and Associates Money Purchase Pension Trust | - | 2 | $327,517 | - | - |
| 2010 | 1 | 2 | $344,065 | $0 | - |
| Schott and Associates Money Purchase Pension Trust | - | 2 | $344,065 | - | - |
| 2009 | 1 | 2 | $368,035 | $0 | - |
| Schott and Associates Money Purchase Pension Trust | - | 2 | $368,035 | - | - |
| 2008 | 1 | 1 | $364,778 | $0 | - |
| Schott and Associates Money Purchase Pension Trust | - | 1 | $364,778 | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Schott and Associates Money Purchase Pension Trust | - | 2 | - | - | - |
| 2006 | 1 | 2 | $377,312 | $0 | - |
| Schott and Associates Money Purchase Pension Trust | - | 2 | $377,312 | - | - |
| 2005 | 1 | 2 | $369,235 | $0 | - |
| Schott and Associates Money Purchase Pension Trust | - | 2 | $369,235 | - | - |
| 2004 | 1 | 2 | $0 | $0 | - |
| Schott and Associates Money Purchase Pension Trust | - | 2 | - | - | - |
| 2003 | 1 | 2 | $327,067 | $0 | - |
| Schott and Associates Money Purchase Pension Trust | - | 2 | $327,067 | - | - |
| 2002 | 1 | 2 | $318,596 | $2,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| Schott and Associates Money Purchase Pension Trust | - | 2 | $318,596 | $2,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Schott and Associates Money Purchase Pension Trust | - | 2 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| Schott and Associates Money Purchase Pension Trust | - | 2 | - | - | - |
| 1999 | 1 | 2 | $253,546 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| Schott and Associates Money Purchase Pension Trust | - | 2 | $253,546 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |