Civic Intelligence

Schultz and Pogue LLP

Plan context: Schultz and Pogue LLP 401(K) Retirement Plan

EIN 35-2097403 • Indianapolis, IN • 24 filings • 4 plans

520 Indiana AvenueIndianapolis, IN 46202
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$8,449,412

2024 Contributions

$263,452

Historical Graphs

Total Assets Over Time

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

$8,449,412$4,224,706$0200120132024YearValue
$8,449,412Latest year 2024

Participants Over Time

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

36180200120132024YearValue
28Latest 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
2024128$8,449,412$263,452$9,409iApproximate average salary by contribution assumption: employee only about $235,225 at 4% or $156,817 at 6%; with 50% employer match about $156,817 at 4% or $104,544 at 6%; with 100% employer match about $117,613 at 4% or $78,408 at 6%.
Schultz and Pogue LLP 401(K) Retirement Plan-28$8,449,412$263,452$9,409iApproximate average salary by contribution assumption: employee only about $235,225 at 4% or $156,817 at 6%; with 50% employer match about $156,817 at 4% or $104,544 at 6%; with 100% employer match about $117,613 at 4% or $78,408 at 6%.
2023128$7,631,047$194,144$6,934iApproximate average salary by contribution assumption: employee only about $173,343 at 4% or $115,562 at 6%; with 50% employer match about $115,562 at 4% or $77,041 at 6%; with 100% employer match about $86,671 at 4% or $57,781 at 6%.
Schultz and Pogue LLP 401(K) Retirement Plan-28$7,631,047$194,144$6,934iApproximate average salary by contribution assumption: employee only about $173,343 at 4% or $115,562 at 6%; with 50% employer match about $115,562 at 4% or $77,041 at 6%; with 100% employer match about $86,671 at 4% or $57,781 at 6%.
2022130$6,411,616$210,610$7,020iApproximate average salary by contribution assumption: employee only about $175,508 at 4% or $117,006 at 6%; with 50% employer match about $117,006 at 4% or $78,004 at 6%; with 100% employer match about $87,754 at 4% or $58,503 at 6%.
Schultz and Pogue LLP 401(K) Retirement Plan-30$6,411,616$210,610$7,020iApproximate average salary by contribution assumption: employee only about $175,508 at 4% or $117,006 at 6%; with 50% employer match about $117,006 at 4% or $78,004 at 6%; with 100% employer match about $87,754 at 4% or $58,503 at 6%.
2021133$7,543,445$234,354$7,102iApproximate average salary by contribution assumption: employee only about $177,541 at 4% or $118,361 at 6%; with 50% employer match about $118,361 at 4% or $78,907 at 6%; with 100% employer match about $88,770 at 4% or $59,180 at 6%.
Schultz and Pogue LLP 401(K) Retirement Plan-33$7,543,445$234,354$7,102iApproximate average salary by contribution assumption: employee only about $177,541 at 4% or $118,361 at 6%; with 50% employer match about $118,361 at 4% or $78,907 at 6%; with 100% employer match about $88,770 at 4% or $59,180 at 6%.
2020135$6,421,599$236,846$6,767iApproximate average salary by contribution assumption: employee only about $169,176 at 4% or $112,784 at 6%; with 50% employer match about $112,784 at 4% or $75,189 at 6%; with 100% employer match about $84,588 at 4% or $56,392 at 6%.
Schultz and Pogue LLP 401(K) Retirement Plan-35$6,421,599$236,846$6,767iApproximate average salary by contribution assumption: employee only about $169,176 at 4% or $112,784 at 6%; with 50% employer match about $112,784 at 4% or $75,189 at 6%; with 100% employer match about $84,588 at 4% or $56,392 at 6%.
2019136$5,346,821$231,697$6,436iApproximate average salary by contribution assumption: employee only about $160,901 at 4% or $107,267 at 6%; with 50% employer match about $107,267 at 4% or $71,511 at 6%; with 100% employer match about $80,450 at 4% or $53,634 at 6%.
Schultz and Pogue LLP 401(K) Retirement Plan-36$5,346,821$231,697$6,436iApproximate average salary by contribution assumption: employee only about $160,901 at 4% or $107,267 at 6%; with 50% employer match about $107,267 at 4% or $71,511 at 6%; with 100% employer match about $80,450 at 4% or $53,634 at 6%.
2018134$4,151,708$242,483$7,132iApproximate average salary by contribution assumption: employee only about $178,296 at 4% or $118,864 at 6%; with 50% employer match about $118,864 at 4% or $79,243 at 6%; with 100% employer match about $89,148 at 4% or $59,432 at 6%.
Schultz and Pogue LLP 401(K) Retirement Plan-34$4,151,708$242,483$7,132iApproximate average salary by contribution assumption: employee only about $178,296 at 4% or $118,864 at 6%; with 50% employer match about $118,864 at 4% or $79,243 at 6%; with 100% employer match about $89,148 at 4% or $59,432 at 6%.
2017133$4,172,061$237,159$7,187iApproximate average salary by contribution assumption: employee only about $179,666 at 4% or $119,777 at 6%; with 50% employer match about $119,777 at 4% or $79,852 at 6%; with 100% employer match about $89,833 at 4% or $59,889 at 6%.
Schultz and Pogue LLP 401(K) Retirement Plan-33$4,172,061$237,159$7,187iApproximate average salary by contribution assumption: employee only about $179,666 at 4% or $119,777 at 6%; with 50% employer match about $119,777 at 4% or $79,852 at 6%; with 100% employer match about $89,833 at 4% or $59,889 at 6%.
2016132$3,520,890$208,932$6,529iApproximate average salary by contribution assumption: employee only about $163,228 at 4% or $108,819 at 6%; with 50% employer match about $108,819 at 4% or $72,546 at 6%; with 100% employer match about $81,614 at 4% or $54,409 at 6%.
Schultz and Pogue LLP 401(K) Retirement Plan-32$3,520,890$208,932$6,529iApproximate average salary by contribution assumption: employee only about $163,228 at 4% or $108,819 at 6%; with 50% employer match about $108,819 at 4% or $72,546 at 6%; with 100% employer match about $81,614 at 4% or $54,409 at 6%.
2015132$3,154,415$218,511$6,828iApproximate average salary by contribution assumption: employee only about $170,712 at 4% or $113,808 at 6%; with 50% employer match about $113,808 at 4% or $75,872 at 6%; with 100% employer match about $85,356 at 4% or $56,904 at 6%.
Schultz and Pogue LLP 401(K) Retirement Plan-32$3,154,415$218,511$6,828iApproximate average salary by contribution assumption: employee only about $170,712 at 4% or $113,808 at 6%; with 50% employer match about $113,808 at 4% or $75,872 at 6%; with 100% employer match about $85,356 at 4% or $56,904 at 6%.
2014130$2,942,433$212,165$7,072iApproximate average salary by contribution assumption: employee only about $176,804 at 4% or $117,869 at 6%; with 50% employer match about $117,869 at 4% or $78,580 at 6%; with 100% employer match about $88,402 at 4% or $58,935 at 6%.
Schultz and Pogue LLP 401(K) Retirement Plan-30$2,942,433$212,165$7,072iApproximate average salary by contribution assumption: employee only about $176,804 at 4% or $117,869 at 6%; with 50% employer match about $117,869 at 4% or $78,580 at 6%; with 100% employer match about $88,402 at 4% or $58,935 at 6%.
2013130$2,746,951$210,048$7,002iApproximate average salary by contribution assumption: employee only about $175,040 at 4% or $116,693 at 6%; with 50% employer match about $116,693 at 4% or $77,796 at 6%; with 100% employer match about $87,520 at 4% or $58,347 at 6%.
Schultz and Pogue LLP 401(K) Retirement Plan-30$2,746,951$210,048$7,002iApproximate average salary by contribution assumption: employee only about $175,040 at 4% or $116,693 at 6%; with 50% employer match about $116,693 at 4% or $77,796 at 6%; with 100% employer match about $87,520 at 4% or $58,347 at 6%.
2012125$2,139,622$202,305$8,092iApproximate average salary by contribution assumption: employee only about $202,305 at 4% or $134,870 at 6%; with 50% employer match about $134,870 at 4% or $89,913 at 6%; with 100% employer match about $101,153 at 4% or $67,435 at 6%.
Schultz and Pogue LLP 401(K) Retirement Plan-25$2,139,622$202,305$8,092iApproximate average salary by contribution assumption: employee only about $202,305 at 4% or $134,870 at 6%; with 50% employer match about $134,870 at 4% or $89,913 at 6%; with 100% employer match about $101,153 at 4% or $67,435 at 6%.
2011127$1,717,937$178,918$6,627iApproximate average salary by contribution assumption: employee only about $165,665 at 4% or $110,443 at 6%; with 50% employer match about $110,443 at 4% or $73,629 at 6%; with 100% employer match about $82,832 at 4% or $55,222 at 6%.
Schultz and Pogue LLP 401(K) Retirement Plan-27$1,717,937$178,918$6,627iApproximate average salary by contribution assumption: employee only about $165,665 at 4% or $110,443 at 6%; with 50% employer match about $110,443 at 4% or $73,629 at 6%; with 100% employer match about $82,832 at 4% or $55,222 at 6%.
2010127$1,704,023$176,716$6,545iApproximate average salary by contribution assumption: employee only about $163,626 at 4% or $109,084 at 6%; with 50% employer match about $109,084 at 4% or $72,723 at 6%; with 100% employer match about $81,813 at 4% or $54,542 at 6%.
Schultz and Pogue LLP 401(K) Retirement Plan-27$1,704,023$176,716$6,545iApproximate average salary by contribution assumption: employee only about $163,626 at 4% or $109,084 at 6%; with 50% employer match about $109,084 at 4% or $72,723 at 6%; with 100% employer match about $81,813 at 4% or $54,542 at 6%.
2009126$1,339,066$175,886$6,765iApproximate average salary by contribution assumption: employee only about $169,121 at 4% or $112,747 at 6%; with 50% employer match about $112,747 at 4% or $75,165 at 6%; with 100% employer match about $84,561 at 4% or $56,374 at 6%.
Schultz and Pogue LLP 401(K) Retirement Plan-26$1,339,066$175,886$6,765iApproximate average salary by contribution assumption: employee only about $169,121 at 4% or $112,747 at 6%; with 50% employer match about $112,747 at 4% or $75,165 at 6%; with 100% employer match about $84,561 at 4% or $56,374 at 6%.
2008117$818,654$153,790$9,046iApproximate average salary by contribution assumption: employee only about $226,162 at 4% or $150,775 at 6%; with 50% employer match about $150,775 at 4% or $100,516 at 6%; with 100% employer match about $113,081 at 4% or $75,387 at 6%.
Schultz and Pogue LLP 401(K) Retirement Plan-17$818,654$153,790$9,046iApproximate average salary by contribution assumption: employee only about $226,162 at 4% or $150,775 at 6%; with 50% employer match about $150,775 at 4% or $100,516 at 6%; with 100% employer match about $113,081 at 4% or $75,387 at 6%.
2007116$1,301,414$147,195$9,200iApproximate average salary by contribution assumption: employee only about $229,992 at 4% or $153,328 at 6%; with 50% employer match about $153,328 at 4% or $102,219 at 6%; with 100% employer match about $114,996 at 4% or $76,664 at 6%.
Schultz and Pogue LLP 401(K) Retirement Plan-16$1,301,414$147,195$9,200iApproximate average salary by contribution assumption: employee only about $229,992 at 4% or $153,328 at 6%; with 50% employer match about $153,328 at 4% or $102,219 at 6%; with 100% employer match about $114,996 at 4% or $76,664 at 6%.
2006114$1,045,090$129,196$9,228iApproximate average salary by contribution assumption: employee only about $230,707 at 4% or $153,805 at 6%; with 50% employer match about $153,805 at 4% or $102,537 at 6%; with 100% employer match about $115,354 at 4% or $76,902 at 6%.
Schultz and Pogue LLP 401(K) Retirement Plan-14$1,045,090$129,196$9,228iApproximate average salary by contribution assumption: employee only about $230,707 at 4% or $153,805 at 6%; with 50% employer match about $153,805 at 4% or $102,537 at 6%; with 100% employer match about $115,354 at 4% or $76,902 at 6%.
2005110$850,393$131,382$13,138iApproximate average salary by contribution assumption: employee only about $328,455 at 4% or $218,970 at 6%; with 50% employer match about $218,970 at 4% or $145,980 at 6%; with 100% employer match about $164,228 at 4% or $109,485 at 6%.
Schultz and Pogue LLP 401(K) Retirement Plan-10$850,393$131,382$13,138iApproximate average salary by contribution assumption: employee only about $328,455 at 4% or $218,970 at 6%; with 50% employer match about $218,970 at 4% or $145,980 at 6%; with 100% employer match about $164,228 at 4% or $109,485 at 6%.
2004112$705,200$115,946$9,662iApproximate average salary by contribution assumption: employee only about $241,554 at 4% or $161,036 at 6%; with 50% employer match about $161,036 at 4% or $107,357 at 6%; with 100% employer match about $120,777 at 4% or $80,518 at 6%.
Schultz and Pogue LLP 401(K) Retirement Plan-12$705,200$115,946$9,662iApproximate average salary by contribution assumption: employee only about $241,554 at 4% or $161,036 at 6%; with 50% employer match about $161,036 at 4% or $107,357 at 6%; with 100% employer match about $120,777 at 4% or $80,518 at 6%.
2003112$530,060$97,862$8,155iApproximate average salary by contribution assumption: employee only about $203,879 at 4% or $135,919 at 6%; with 50% employer match about $135,919 at 4% or $90,613 at 6%; with 100% employer match about $101,940 at 4% or $67,960 at 6%.
Schultz and Pogue LLP 401(K) Retirement Plan-12$530,060$97,862$8,155iApproximate average salary by contribution assumption: employee only about $203,879 at 4% or $135,919 at 6%; with 50% employer match about $135,919 at 4% or $90,613 at 6%; with 100% employer match about $101,940 at 4% or $67,960 at 6%.
2002111$338,803$118,106$10,737iApproximate average salary by contribution assumption: employee only about $268,423 at 4% or $178,948 at 6%; with 50% employer match about $178,948 at 4% or $119,299 at 6%; with 100% employer match about $134,211 at 4% or $89,474 at 6%.
Schultz and Pogue LLP 401(K) Retirement Plan-11$338,803$118,106$10,737iApproximate average salary by contribution assumption: employee only about $268,423 at 4% or $178,948 at 6%; with 50% employer match about $178,948 at 4% or $119,299 at 6%; with 100% employer match about $134,211 at 4% or $89,474 at 6%.
2001110$301,363$314,346$31,435iApproximate average salary by contribution assumption: employee only about $785,865 at 4% or $523,910 at 6%; with 50% employer match about $523,910 at 4% or $349,273 at 6%; with 100% employer match about $392,933 at 4% or $261,955 at 6%.
Schultz and Pogue LLP 401(K) Retirement Plan-10$301,363$314,346$31,435iApproximate average salary by contribution assumption: employee only about $785,865 at 4% or $523,910 at 6%; with 50% employer match about $523,910 at 4% or $349,273 at 6%; with 100% employer match about $392,933 at 4% or $261,955 at 6%.