Civic Intelligence

K. Michael Schulz, MD

Plan context: Schulz Retirement Plan

EIN 35-1904753 • Demorest, GA • 15 filings • 1 plans

430 Ginger TrailDemorest, GA 30535
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$615,475

2019 Contributions

$29,848

Historical Graphs

Total Assets Over Time

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

$665,695$332,848$0200520122018YearValue
$615,475Latest year 2018

Participants Over Time

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

630200520122018YearValue
3Latest year 2018

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
201910$0$29,848-
Schulz Retirement Plan-0$0$29,848-
201813$615,475$32,558$10,853iApproximate average salary by contribution assumption: employee only about $271,317 at 4% or $180,878 at 6%; with 50% employer match about $180,878 at 4% or $120,585 at 6%; with 100% employer match about $135,658 at 4% or $90,439 at 6%.
Schulz Retirement Plan-3$615,475$32,558$10,853iApproximate average salary by contribution assumption: employee only about $271,317 at 4% or $180,878 at 6%; with 50% employer match about $180,878 at 4% or $120,585 at 6%; with 100% employer match about $135,658 at 4% or $90,439 at 6%.
201715$665,695$31,890$6,378iApproximate average salary by contribution assumption: employee only about $159,450 at 4% or $106,300 at 6%; with 50% employer match about $106,300 at 4% or $70,867 at 6%; with 100% employer match about $79,725 at 4% or $53,150 at 6%.
Schulz Retirement Plan-5$665,695$31,890$6,378iApproximate average salary by contribution assumption: employee only about $159,450 at 4% or $106,300 at 6%; with 50% employer match about $106,300 at 4% or $70,867 at 6%; with 100% employer match about $79,725 at 4% or $53,150 at 6%.
201615$539,749$31,460$6,292iApproximate average salary by contribution assumption: employee only about $157,300 at 4% or $104,867 at 6%; with 50% employer match about $104,867 at 4% or $69,911 at 6%; with 100% employer match about $78,650 at 4% or $52,433 at 6%.
Schulz Retirement Plan-5$539,749$31,460$6,292iApproximate average salary by contribution assumption: employee only about $157,300 at 4% or $104,867 at 6%; with 50% employer match about $104,867 at 4% or $69,911 at 6%; with 100% employer match about $78,650 at 4% or $52,433 at 6%.
201515$476,896$30,874$6,175iApproximate average salary by contribution assumption: employee only about $154,370 at 4% or $102,913 at 6%; with 50% employer match about $102,913 at 4% or $68,609 at 6%; with 100% employer match about $77,185 at 4% or $51,457 at 6%.
Schulz Retirement Plan-5$476,896$30,874$6,175iApproximate average salary by contribution assumption: employee only about $154,370 at 4% or $102,913 at 6%; with 50% employer match about $102,913 at 4% or $68,609 at 6%; with 100% employer match about $77,185 at 4% or $51,457 at 6%.
201416$432,635$27,598$4,600iApproximate average salary by contribution assumption: employee only about $114,992 at 4% or $76,661 at 6%; with 50% employer match about $76,661 at 4% or $51,107 at 6%; with 100% employer match about $57,496 at 4% or $38,331 at 6%.
Schulz Retirement Plan-6$432,635$27,598$4,600iApproximate average salary by contribution assumption: employee only about $114,992 at 4% or $76,661 at 6%; with 50% employer match about $76,661 at 4% or $51,107 at 6%; with 100% employer match about $57,496 at 4% or $38,331 at 6%.
201315$368,704$27,934$5,587iApproximate average salary by contribution assumption: employee only about $139,670 at 4% or $93,113 at 6%; with 50% employer match about $93,113 at 4% or $62,076 at 6%; with 100% employer match about $69,835 at 4% or $46,557 at 6%.
Schulz Retirement Plan-5$368,704$27,934$5,587iApproximate average salary by contribution assumption: employee only about $139,670 at 4% or $93,113 at 6%; with 50% employer match about $93,113 at 4% or $62,076 at 6%; with 100% employer match about $69,835 at 4% or $46,557 at 6%.
201215$266,113$29,686$5,937iApproximate average salary by contribution assumption: employee only about $148,430 at 4% or $98,953 at 6%; with 50% employer match about $98,953 at 4% or $65,969 at 6%; with 100% employer match about $74,215 at 4% or $49,477 at 6%.
Schulz Retirement Plan-5$266,113$29,686$5,937iApproximate average salary by contribution assumption: employee only about $148,430 at 4% or $98,953 at 6%; with 50% employer match about $98,953 at 4% or $65,969 at 6%; with 100% employer match about $74,215 at 4% or $49,477 at 6%.
201115$203,764$30,468$6,094iApproximate average salary by contribution assumption: employee only about $152,340 at 4% or $101,560 at 6%; with 50% employer match about $101,560 at 4% or $67,707 at 6%; with 100% employer match about $76,170 at 4% or $50,780 at 6%.
Schulz Retirement Plan-5$203,764$30,468$6,094iApproximate average salary by contribution assumption: employee only about $152,340 at 4% or $101,560 at 6%; with 50% employer match about $101,560 at 4% or $67,707 at 6%; with 100% employer match about $76,170 at 4% or $50,780 at 6%.
201015$175,435$31,197$6,239iApproximate average salary by contribution assumption: employee only about $155,985 at 4% or $103,990 at 6%; with 50% employer match about $103,990 at 4% or $69,327 at 6%; with 100% employer match about $77,993 at 4% or $51,995 at 6%.
Schulz Retirement Plan-5$175,435$31,197$6,239iApproximate average salary by contribution assumption: employee only about $155,985 at 4% or $103,990 at 6%; with 50% employer match about $103,990 at 4% or $69,327 at 6%; with 100% employer match about $77,993 at 4% or $51,995 at 6%.
200915$118,418$36,285$7,257iApproximate average salary by contribution assumption: employee only about $181,425 at 4% or $120,950 at 6%; with 50% employer match about $120,950 at 4% or $80,633 at 6%; with 100% employer match about $90,713 at 4% or $60,475 at 6%.
Schulz Retirement Plan-5$118,418$36,285$7,257iApproximate average salary by contribution assumption: employee only about $181,425 at 4% or $120,950 at 6%; with 50% employer match about $120,950 at 4% or $80,633 at 6%; with 100% employer match about $90,713 at 4% or $60,475 at 6%.
200814$53,542$21,463$5,366iApproximate average salary by contribution assumption: employee only about $134,144 at 4% or $89,429 at 6%; with 50% employer match about $89,429 at 4% or $59,619 at 6%; with 100% employer match about $67,072 at 4% or $44,715 at 6%.
Schulz Retirement Plan-4$53,542$21,463$5,366iApproximate average salary by contribution assumption: employee only about $134,144 at 4% or $89,429 at 6%; with 50% employer match about $89,429 at 4% or $59,619 at 6%; with 100% employer match about $67,072 at 4% or $44,715 at 6%.
200713$61,615$19,135$6,378iApproximate average salary by contribution assumption: employee only about $159,458 at 4% or $106,306 at 6%; with 50% employer match about $106,306 at 4% or $70,870 at 6%; with 100% employer match about $79,729 at 4% or $53,153 at 6%.
Schulz Retirement Plan-3$61,615$19,135$6,378iApproximate average salary by contribution assumption: employee only about $159,458 at 4% or $106,306 at 6%; with 50% employer match about $106,306 at 4% or $70,870 at 6%; with 100% employer match about $79,729 at 4% or $53,153 at 6%.
200614$39,763$18,122$4,531iApproximate average salary by contribution assumption: employee only about $113,263 at 4% or $75,508 at 6%; with 50% employer match about $75,508 at 4% or $50,339 at 6%; with 100% employer match about $56,631 at 4% or $37,754 at 6%.
Schulz Retirement Plan-4$39,763$18,122$4,531iApproximate average salary by contribution assumption: employee only about $113,263 at 4% or $75,508 at 6%; with 50% employer match about $75,508 at 4% or $50,339 at 6%; with 100% employer match about $56,631 at 4% or $37,754 at 6%.
200514$18,637$17,539$4,385iApproximate average salary by contribution assumption: employee only about $109,619 at 4% or $73,079 at 6%; with 50% employer match about $73,079 at 4% or $48,719 at 6%; with 100% employer match about $54,809 at 4% or $36,540 at 6%.
Schulz Retirement Plan-4$18,637$17,539$4,385iApproximate average salary by contribution assumption: employee only about $109,619 at 4% or $73,079 at 6%; with 50% employer match about $73,079 at 4% or $48,719 at 6%; with 100% employer match about $54,809 at 4% or $36,540 at 6%.