Civic Intelligence

Schroeder & Schroeder Inc.

Plan context: Schroeder & Schroeder Inc. 401K Plan and Trust

EIN 36-2908289 • Skokie, IL • 28 filings • 7 plans

7306 Central ParkSkokie, IL 60076
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,695,973

2024 Contributions

$590,387

Historical Graphs

Total Assets Over Time

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

$3,944,864$1,972,432$0199920122024YearValue
$3,695,973Latest year 2024

Participants Over Time

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

51260199920122024YearValue
8Latest 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
202428$3,695,973$590,387$73,798iApproximate average salary by contribution assumption: employee only about $1,844,959 at 4% or $1,229,973 at 6%; with 50% employer match about $1,229,973 at 4% or $819,982 at 6%; with 100% employer match about $922,480 at 4% or $614,986 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-8$3,285,107$179,521$22,440iApproximate average salary by contribution assumption: employee only about $561,003 at 4% or $374,002 at 6%; with 50% employer match about $374,002 at 4% or $249,335 at 6%; with 100% employer match about $280,502 at 4% or $187,001 at 6%.
SCHROEDER AND SCHROEDER, INC. CASH BALANCE PENSION PLAN-3$410,866$410,866$136,955iApproximate average salary by contribution assumption: employee only about $3,423,883 at 4% or $2,282,589 at 6%; with 50% employer match about $2,282,589 at 4% or $1,521,726 at 6%; with 100% employer match about $1,711,942 at 4% or $1,141,294 at 6%.
202319$3,944,864$300,022$33,336iApproximate average salary by contribution assumption: employee only about $833,394 at 4% or $555,596 at 6%; with 50% employer match about $555,596 at 4% or $370,398 at 6%; with 100% employer match about $416,697 at 4% or $277,798 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-9$3,944,864$300,022$33,336iApproximate average salary by contribution assumption: employee only about $833,394 at 4% or $555,596 at 6%; with 50% employer match about $555,596 at 4% or $370,398 at 6%; with 100% employer match about $416,697 at 4% or $277,798 at 6%.
202219$3,521,150$302,113$33,568iApproximate average salary by contribution assumption: employee only about $839,203 at 4% or $559,469 at 6%; with 50% employer match about $559,469 at 4% or $372,979 at 6%; with 100% employer match about $419,601 at 4% or $279,734 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-9$3,521,150$302,113$33,568iApproximate average salary by contribution assumption: employee only about $839,203 at 4% or $559,469 at 6%; with 50% employer match about $559,469 at 4% or $372,979 at 6%; with 100% employer match about $419,601 at 4% or $279,734 at 6%.
202118$3,923,248$257,688$32,211iApproximate average salary by contribution assumption: employee only about $805,275 at 4% or $536,850 at 6%; with 50% employer match about $536,850 at 4% or $357,900 at 6%; with 100% employer match about $402,638 at 4% or $268,425 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-8$3,923,248$257,688$32,211iApproximate average salary by contribution assumption: employee only about $805,275 at 4% or $536,850 at 6%; with 50% employer match about $536,850 at 4% or $357,900 at 6%; with 100% employer match about $402,638 at 4% or $268,425 at 6%.
202016$3,229,831$234,369$39,062iApproximate average salary by contribution assumption: employee only about $976,538 at 4% or $651,025 at 6%; with 50% employer match about $651,025 at 4% or $434,017 at 6%; with 100% employer match about $488,269 at 4% or $325,513 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-6$3,229,831$234,369$39,062iApproximate average salary by contribution assumption: employee only about $976,538 at 4% or $651,025 at 6%; with 50% employer match about $651,025 at 4% or $434,017 at 6%; with 100% employer match about $488,269 at 4% or $325,513 at 6%.
201919$2,675,508$224,344$24,927iApproximate average salary by contribution assumption: employee only about $623,178 at 4% or $415,452 at 6%; with 50% employer match about $415,452 at 4% or $276,968 at 6%; with 100% employer match about $311,589 at 4% or $207,726 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-9$2,675,508$224,344$24,927iApproximate average salary by contribution assumption: employee only about $623,178 at 4% or $415,452 at 6%; with 50% employer match about $415,452 at 4% or $276,968 at 6%; with 100% employer match about $311,589 at 4% or $207,726 at 6%.
201819$2,051,882$216,262$24,029iApproximate average salary by contribution assumption: employee only about $600,728 at 4% or $400,485 at 6%; with 50% employer match about $400,485 at 4% or $266,990 at 6%; with 100% employer match about $300,364 at 4% or $200,243 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-9$2,051,882$216,262$24,029iApproximate average salary by contribution assumption: employee only about $600,728 at 4% or $400,485 at 6%; with 50% employer match about $400,485 at 4% or $266,990 at 6%; with 100% employer match about $300,364 at 4% or $200,243 at 6%.
201719$1,937,118$207,595$23,066iApproximate average salary by contribution assumption: employee only about $576,653 at 4% or $384,435 at 6%; with 50% employer match about $384,435 at 4% or $256,290 at 6%; with 100% employer match about $288,326 at 4% or $192,218 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-9$1,937,118$207,595$23,066iApproximate average salary by contribution assumption: employee only about $576,653 at 4% or $384,435 at 6%; with 50% employer match about $384,435 at 4% or $256,290 at 6%; with 100% employer match about $288,326 at 4% or $192,218 at 6%.
2016110$1,673,738$181,828$18,183iApproximate average salary by contribution assumption: employee only about $454,570 at 4% or $303,047 at 6%; with 50% employer match about $303,047 at 4% or $202,031 at 6%; with 100% employer match about $227,285 at 4% or $151,523 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-10$1,673,738$181,828$18,183iApproximate average salary by contribution assumption: employee only about $454,570 at 4% or $303,047 at 6%; with 50% employer match about $303,047 at 4% or $202,031 at 6%; with 100% employer match about $227,285 at 4% or $151,523 at 6%.
201518$1,380,545$189,921$23,740iApproximate average salary by contribution assumption: employee only about $593,503 at 4% or $395,669 at 6%; with 50% employer match about $395,669 at 4% or $263,779 at 6%; with 100% employer match about $296,752 at 4% or $197,834 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-8$1,380,545$189,921$23,740iApproximate average salary by contribution assumption: employee only about $593,503 at 4% or $395,669 at 6%; with 50% employer match about $395,669 at 4% or $263,779 at 6%; with 100% employer match about $296,752 at 4% or $197,834 at 6%.
201417$1,224,206$153,197$21,885iApproximate average salary by contribution assumption: employee only about $547,132 at 4% or $364,755 at 6%; with 50% employer match about $364,755 at 4% or $243,170 at 6%; with 100% employer match about $273,566 at 4% or $182,377 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-7$1,224,206$153,197$21,885iApproximate average salary by contribution assumption: employee only about $547,132 at 4% or $364,755 at 6%; with 50% employer match about $364,755 at 4% or $243,170 at 6%; with 100% employer match about $273,566 at 4% or $182,377 at 6%.
201316$1,004,160$118,092$19,682iApproximate average salary by contribution assumption: employee only about $492,050 at 4% or $328,033 at 6%; with 50% employer match about $328,033 at 4% or $218,689 at 6%; with 100% employer match about $246,025 at 4% or $164,017 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-6$1,004,160$118,092$19,682iApproximate average salary by contribution assumption: employee only about $492,050 at 4% or $328,033 at 6%; with 50% employer match about $328,033 at 4% or $218,689 at 6%; with 100% employer match about $246,025 at 4% or $164,017 at 6%.
2012124$727,493$52,200$2,175iApproximate average salary by contribution assumption: employee only about $54,375 at 4% or $36,250 at 6%; with 50% employer match about $36,250 at 4% or $24,167 at 6%; with 100% employer match about $27,188 at 4% or $18,125 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-24$727,493$52,200$2,175iApproximate average salary by contribution assumption: employee only about $54,375 at 4% or $36,250 at 6%; with 50% employer match about $36,250 at 4% or $24,167 at 6%; with 100% employer match about $27,188 at 4% or $18,125 at 6%.
2011226$1,135,913$79,281$3,049iApproximate average salary by contribution assumption: employee only about $76,232 at 4% or $50,821 at 6%; with 50% employer match about $50,821 at 4% or $33,881 at 6%; with 100% employer match about $38,116 at 4% or $25,411 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-26$586,869$58,553$2,252iApproximate average salary by contribution assumption: employee only about $56,301 at 4% or $37,534 at 6%; with 50% employer match about $37,534 at 4% or $25,023 at 6%; with 100% employer match about $28,150 at 4% or $18,767 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-26$549,044$20,728$797iApproximate average salary by contribution assumption: employee only about $19,931 at 4% or $13,287 at 6%; with 50% employer match about $13,287 at 4% or $8,858 at 6%; with 100% employer match about $9,965 at 4% or $6,644 at 6%.
2010128$517,471$33,475$1,196iApproximate average salary by contribution assumption: employee only about $29,888 at 4% or $19,926 at 6%; with 50% employer match about $19,926 at 4% or $13,284 at 6%; with 100% employer match about $14,944 at 4% or $9,963 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-28$517,471$33,475$1,196iApproximate average salary by contribution assumption: employee only about $29,888 at 4% or $19,926 at 6%; with 50% employer match about $19,926 at 4% or $13,284 at 6%; with 100% employer match about $14,944 at 4% or $9,963 at 6%.
2009127$511,515$23,273$862iApproximate average salary by contribution assumption: employee only about $21,549 at 4% or $14,366 at 6%; with 50% employer match about $14,366 at 4% or $9,577 at 6%; with 100% employer match about $10,775 at 4% or $7,183 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-27$511,515$23,273$862iApproximate average salary by contribution assumption: employee only about $21,549 at 4% or $14,366 at 6%; with 50% employer match about $14,366 at 4% or $9,577 at 6%; with 100% employer match about $10,775 at 4% or $7,183 at 6%.
2008151$377,821$45,692$896iApproximate average salary by contribution assumption: employee only about $22,398 at 4% or $14,932 at 6%; with 50% employer match about $14,932 at 4% or $9,955 at 6%; with 100% employer match about $11,199 at 4% or $7,466 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-51$377,821$45,692$896iApproximate average salary by contribution assumption: employee only about $22,398 at 4% or $14,932 at 6%; with 50% employer match about $14,932 at 4% or $9,955 at 6%; with 100% employer match about $11,199 at 4% or $7,466 at 6%.
2007149$569,984$36,424$743iApproximate average salary by contribution assumption: employee only about $18,584 at 4% or $12,389 at 6%; with 50% employer match about $12,389 at 4% or $8,259 at 6%; with 100% employer match about $9,292 at 4% or $6,195 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-49$569,984$36,424$743iApproximate average salary by contribution assumption: employee only about $18,584 at 4% or $12,389 at 6%; with 50% employer match about $12,389 at 4% or $8,259 at 6%; with 100% employer match about $9,292 at 4% or $6,195 at 6%.
2006150$462,267$29,153$583iApproximate average salary by contribution assumption: employee only about $14,576 at 4% or $9,718 at 6%; with 50% employer match about $9,718 at 4% or $6,478 at 6%; with 100% employer match about $7,288 at 4% or $4,859 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-50$462,267$29,153$583iApproximate average salary by contribution assumption: employee only about $14,576 at 4% or $9,718 at 6%; with 50% employer match about $9,718 at 4% or $6,478 at 6%; with 100% employer match about $7,288 at 4% or $4,859 at 6%.
2005143$404,870$33,544$780iApproximate average salary by contribution assumption: employee only about $19,502 at 4% or $13,002 at 6%; with 50% employer match about $13,002 at 4% or $8,668 at 6%; with 100% employer match about $9,751 at 4% or $6,501 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-43$404,870$33,544$780iApproximate average salary by contribution assumption: employee only about $19,502 at 4% or $13,002 at 6%; with 50% employer match about $13,002 at 4% or $8,668 at 6%; with 100% employer match about $9,751 at 4% or $6,501 at 6%.
2004122$348,275$51,455$2,339iApproximate average salary by contribution assumption: employee only about $58,472 at 4% or $38,981 at 6%; with 50% employer match about $38,981 at 4% or $25,987 at 6%; with 100% employer match about $29,236 at 4% or $19,491 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-22$348,275$51,455$2,339iApproximate average salary by contribution assumption: employee only about $58,472 at 4% or $38,981 at 6%; with 50% employer match about $38,981 at 4% or $25,987 at 6%; with 100% employer match about $29,236 at 4% or $19,491 at 6%.
2003119$269,880$26,371$1,388iApproximate average salary by contribution assumption: employee only about $34,699 at 4% or $23,132 at 6%; with 50% employer match about $23,132 at 4% or $15,422 at 6%; with 100% employer match about $17,349 at 4% or $11,566 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-19$269,880$26,371$1,388iApproximate average salary by contribution assumption: employee only about $34,699 at 4% or $23,132 at 6%; with 50% employer match about $23,132 at 4% or $15,422 at 6%; with 100% employer match about $17,349 at 4% or $11,566 at 6%.
200212$0$0-
Schroeder & Schroeder Inc. 401K Plan and Trust-2---
2001119$240,795$71,200$3,747iApproximate average salary by contribution assumption: employee only about $93,684 at 4% or $62,456 at 6%; with 50% employer match about $62,456 at 4% or $41,637 at 6%; with 100% employer match about $46,842 at 4% or $31,228 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-19$240,795$71,200$3,747iApproximate average salary by contribution assumption: employee only about $93,684 at 4% or $62,456 at 6%; with 50% employer match about $62,456 at 4% or $41,637 at 6%; with 100% employer match about $46,842 at 4% or $31,228 at 6%.
2000121$272,037$84,117$4,006iApproximate average salary by contribution assumption: employee only about $100,139 at 4% or $66,760 at 6%; with 50% employer match about $66,760 at 4% or $44,506 at 6%; with 100% employer match about $50,070 at 4% or $33,380 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-21$272,037$84,117$4,006iApproximate average salary by contribution assumption: employee only about $100,139 at 4% or $66,760 at 6%; with 50% employer match about $66,760 at 4% or $44,506 at 6%; with 100% employer match about $50,070 at 4% or $33,380 at 6%.
1999122$225,338$79,957$3,634iApproximate average salary by contribution assumption: employee only about $90,860 at 4% or $60,573 at 6%; with 50% employer match about $60,573 at 4% or $40,382 at 6%; with 100% employer match about $45,430 at 4% or $30,287 at 6%.
Schroeder & Schroeder Inc. 401K Plan and Trust-22$225,338$79,957$3,634iApproximate average salary by contribution assumption: employee only about $90,860 at 4% or $60,573 at 6%; with 50% employer match about $60,573 at 4% or $40,382 at 6%; with 100% employer match about $45,430 at 4% or $30,287 at 6%.