Civic Intelligence

Harold O. Schulz Co. Inc.

Plan context: Harold O. Schulz Co. Inc. Retirement Plan

EIN 36-2555386 • 25 filings • 4 plans

Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$4,833,398

2022 Contributions

$61,654

Historical Graphs

Total Assets Over Time

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

$4,833,398$2,416,699$0199920112021YearValue
$4,833,398Latest year 2021

Participants Over Time

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

420199920102021YearValue
2Latest year 2021

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
202210$0$0-
Harold O. Schulz Co. Inc. Retirement Plan-0---
202112$4,833,398$61,654$30,827iApproximate average salary by contribution assumption: employee only about $770,675 at 4% or $513,783 at 6%; with 50% employer match about $513,783 at 4% or $342,522 at 6%; with 100% employer match about $385,338 at 4% or $256,892 at 6%.
Harold O. Schulz Co. Inc. Retirement Plan-2$4,833,398$61,654$30,827iApproximate average salary by contribution assumption: employee only about $770,675 at 4% or $513,783 at 6%; with 50% employer match about $513,783 at 4% or $342,522 at 6%; with 100% employer match about $385,338 at 4% or $256,892 at 6%.
202013$4,126,116$14,359$4,786iApproximate average salary by contribution assumption: employee only about $119,658 at 4% or $79,772 at 6%; with 50% employer match about $79,772 at 4% or $53,181 at 6%; with 100% employer match about $59,829 at 4% or $39,886 at 6%.
Harold O. Schulz Co. Inc. Retirement Plan-3$4,126,116$14,359$4,786iApproximate average salary by contribution assumption: employee only about $119,658 at 4% or $79,772 at 6%; with 50% employer match about $79,772 at 4% or $53,181 at 6%; with 100% employer match about $59,829 at 4% or $39,886 at 6%.
201913$3,591,782$14,315$4,772iApproximate average salary by contribution assumption: employee only about $119,292 at 4% or $79,528 at 6%; with 50% employer match about $79,528 at 4% or $53,019 at 6%; with 100% employer match about $59,646 at 4% or $39,764 at 6%.
Harold O. Schulz Co. Inc. Retirement Plan-3$3,591,782$14,315$4,772iApproximate average salary by contribution assumption: employee only about $119,292 at 4% or $79,528 at 6%; with 50% employer match about $79,528 at 4% or $53,019 at 6%; with 100% employer match about $59,646 at 4% or $39,764 at 6%.
201813$2,833,822$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Harold O. Schulz Co. Inc. Retirement Plan-3$2,833,822$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201713$3,012,183$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Harold O. Schulz Co. Inc. Retirement Plan-3$3,012,183$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201613$2,559,604$65,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
Harold O. Schulz Co. Inc. Retirement Plan-3$2,559,604$65,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
201513$2,255,188$82,936$27,645iApproximate average salary by contribution assumption: employee only about $691,133 at 4% or $460,756 at 6%; with 50% employer match about $460,756 at 4% or $307,170 at 6%; with 100% employer match about $345,567 at 4% or $230,378 at 6%.
Harold O. Schulz Co. Inc. Retirement Plan-3$2,255,188$82,936$27,645iApproximate average salary by contribution assumption: employee only about $691,133 at 4% or $460,756 at 6%; with 50% employer match about $460,756 at 4% or $307,170 at 6%; with 100% employer match about $345,567 at 4% or $230,378 at 6%.
201413$2,308,973$116,480$38,827iApproximate average salary by contribution assumption: employee only about $970,667 at 4% or $647,111 at 6%; with 50% employer match about $647,111 at 4% or $431,407 at 6%; with 100% employer match about $485,333 at 4% or $323,556 at 6%.
Harold O. Schulz Co. Inc. Retirement Plan-3$2,308,973$116,480$38,827iApproximate average salary by contribution assumption: employee only about $970,667 at 4% or $647,111 at 6%; with 50% employer match about $647,111 at 4% or $431,407 at 6%; with 100% employer match about $485,333 at 4% or $323,556 at 6%.
201313$2,099,783$5,616$1,872iApproximate average salary by contribution assumption: employee only about $46,800 at 4% or $31,200 at 6%; with 50% employer match about $31,200 at 4% or $20,800 at 6%; with 100% employer match about $23,400 at 4% or $15,600 at 6%.
Harold O. Schulz Co. Inc. Retirement Plan-3$2,099,783$5,616$1,872iApproximate average salary by contribution assumption: employee only about $46,800 at 4% or $31,200 at 6%; with 50% employer match about $31,200 at 4% or $20,800 at 6%; with 100% employer match about $23,400 at 4% or $15,600 at 6%.
201213$1,847,631$56,240$18,747iApproximate average salary by contribution assumption: employee only about $468,667 at 4% or $312,444 at 6%; with 50% employer match about $312,444 at 4% or $208,296 at 6%; with 100% employer match about $234,333 at 4% or $156,222 at 6%.
Harold O. Schulz Co. Inc. Retirement Plan-3$1,847,631$56,240$18,747iApproximate average salary by contribution assumption: employee only about $468,667 at 4% or $312,444 at 6%; with 50% employer match about $312,444 at 4% or $208,296 at 6%; with 100% employer match about $234,333 at 4% or $156,222 at 6%.
201113$1,668,609$55,270$18,423iApproximate average salary by contribution assumption: employee only about $460,583 at 4% or $307,056 at 6%; with 50% employer match about $307,056 at 4% or $204,704 at 6%; with 100% employer match about $230,292 at 4% or $153,528 at 6%.
Harold O. Schulz Co. Inc. Retirement Plan-3$1,668,609$55,270$18,423iApproximate average salary by contribution assumption: employee only about $460,583 at 4% or $307,056 at 6%; with 50% employer match about $307,056 at 4% or $204,704 at 6%; with 100% employer match about $230,292 at 4% or $153,528 at 6%.
201023$3,693,394$271,558$90,519iApproximate average salary by contribution assumption: employee only about $2,262,983 at 4% or $1,508,656 at 6%; with 50% employer match about $1,508,656 at 4% or $1,005,770 at 6%; with 100% employer match about $1,131,492 at 4% or $754,328 at 6%.
HAROLD O. SCHULZ CO., INC. RETIREMENT PLAN AND TRUST-3$1,846,697$135,779$45,260iApproximate average salary by contribution assumption: employee only about $1,131,492 at 4% or $754,328 at 6%; with 50% employer match about $754,328 at 4% or $502,885 at 6%; with 100% employer match about $565,746 at 4% or $377,164 at 6%.
Harold O. Schulz Co. Inc. Retirement Plan-3$1,846,697$135,779$45,260iApproximate average salary by contribution assumption: employee only about $1,131,492 at 4% or $754,328 at 6%; with 50% employer match about $754,328 at 4% or $502,885 at 6%; with 100% employer match about $565,746 at 4% or $377,164 at 6%.
200914$1,463,270$141,481$35,370iApproximate average salary by contribution assumption: employee only about $884,256 at 4% or $589,504 at 6%; with 50% employer match about $589,504 at 4% or $393,003 at 6%; with 100% employer match about $442,128 at 4% or $294,752 at 6%.
Harold O. Schulz Co. Inc. Retirement Plan-4$1,463,270$141,481$35,370iApproximate average salary by contribution assumption: employee only about $884,256 at 4% or $589,504 at 6%; with 50% employer match about $589,504 at 4% or $393,003 at 6%; with 100% employer match about $442,128 at 4% or $294,752 at 6%.
200814$1,026,002$134,444$33,611iApproximate average salary by contribution assumption: employee only about $840,275 at 4% or $560,183 at 6%; with 50% employer match about $560,183 at 4% or $373,456 at 6%; with 100% employer match about $420,138 at 4% or $280,092 at 6%.
Harold O. Schulz Co. Inc. Retirement Plan-4$1,026,002$134,444$33,611iApproximate average salary by contribution assumption: employee only about $840,275 at 4% or $560,183 at 6%; with 50% employer match about $560,183 at 4% or $373,456 at 6%; with 100% employer match about $420,138 at 4% or $280,092 at 6%.
200714$0$0-
Harold O. Schulz Co. Inc. Retirement Plan-4---
200614$936,304$125,500$31,375iApproximate average salary by contribution assumption: employee only about $784,375 at 4% or $522,917 at 6%; with 50% employer match about $522,917 at 4% or $348,611 at 6%; with 100% employer match about $392,188 at 4% or $261,458 at 6%.
Harold O. Schulz Co. Inc. Retirement Plan-4$936,304$125,500$31,375iApproximate average salary by contribution assumption: employee only about $784,375 at 4% or $522,917 at 6%; with 50% employer match about $522,917 at 4% or $348,611 at 6%; with 100% employer match about $392,188 at 4% or $261,458 at 6%.
200514$752,212$108,500$27,125iApproximate average salary by contribution assumption: employee only about $678,125 at 4% or $452,083 at 6%; with 50% employer match about $452,083 at 4% or $301,389 at 6%; with 100% employer match about $339,063 at 4% or $226,042 at 6%.
Harold O. Schulz Co. Inc. Retirement Plan-4$752,212$108,500$27,125iApproximate average salary by contribution assumption: employee only about $678,125 at 4% or $452,083 at 6%; with 50% employer match about $452,083 at 4% or $301,389 at 6%; with 100% employer match about $339,063 at 4% or $226,042 at 6%.
200413$577,573$94,800$31,600iApproximate average salary by contribution assumption: employee only about $790,000 at 4% or $526,667 at 6%; with 50% employer match about $526,667 at 4% or $351,111 at 6%; with 100% employer match about $395,000 at 4% or $263,333 at 6%.
Harold O. Schulz Co. Inc. Retirement Plan-3$577,573$94,800$31,600iApproximate average salary by contribution assumption: employee only about $790,000 at 4% or $526,667 at 6%; with 50% employer match about $526,667 at 4% or $351,111 at 6%; with 100% employer match about $395,000 at 4% or $263,333 at 6%.
200313$433,053$92,100$30,700iApproximate average salary by contribution assumption: employee only about $767,500 at 4% or $511,667 at 6%; with 50% employer match about $511,667 at 4% or $341,111 at 6%; with 100% employer match about $383,750 at 4% or $255,833 at 6%.
Harold O. Schulz Co. Inc. Retirement Plan-3$433,053$92,100$30,700iApproximate average salary by contribution assumption: employee only about $767,500 at 4% or $511,667 at 6%; with 50% employer match about $511,667 at 4% or $341,111 at 6%; with 100% employer match about $383,750 at 4% or $255,833 at 6%.
200213$236,053$91,306$30,435iApproximate average salary by contribution assumption: employee only about $760,883 at 4% or $507,256 at 6%; with 50% employer match about $507,256 at 4% or $338,170 at 6%; with 100% employer match about $380,442 at 4% or $253,628 at 6%.
Harold O. Schulz Co. Inc. Retirement Plan-3$236,053$91,306$30,435iApproximate average salary by contribution assumption: employee only about $760,883 at 4% or $507,256 at 6%; with 50% employer match about $507,256 at 4% or $338,170 at 6%; with 100% employer match about $380,442 at 4% or $253,628 at 6%.
200113$0$0-
Harold O. Schulz Co. Inc. Retirement Plan-3---
200013$125,575$69,350$23,117iApproximate average salary by contribution assumption: employee only about $577,917 at 4% or $385,278 at 6%; with 50% employer match about $385,278 at 4% or $256,852 at 6%; with 100% employer match about $288,958 at 4% or $192,639 at 6%.
Harold O. Schulz Co. Inc. Retirement Plan-3$125,575$69,350$23,117iApproximate average salary by contribution assumption: employee only about $577,917 at 4% or $385,278 at 6%; with 50% employer match about $385,278 at 4% or $256,852 at 6%; with 100% employer match about $288,958 at 4% or $192,639 at 6%.
199913$65,605$63,976$21,325iApproximate average salary by contribution assumption: employee only about $533,133 at 4% or $355,422 at 6%; with 50% employer match about $355,422 at 4% or $236,948 at 6%; with 100% employer match about $266,567 at 4% or $177,711 at 6%.
Harold O. Schulz Co. Inc. Retirement Plan-3$65,605$63,976$21,325iApproximate average salary by contribution assumption: employee only about $533,133 at 4% or $355,422 at 6%; with 50% employer match about $355,422 at 4% or $236,948 at 6%; with 100% employer match about $266,567 at 4% or $177,711 at 6%.