Civic Intelligence

Kalcheim, Schatz & Berger

Plan context: Kalcheim, Schatz & Berger Salary Savings Profit Sharing Plan and Trust

EIN 36-3336738 • 6 filings • 1 plans

Current Snapshot

Latest Year

2004

2004 Participants

39

2004 Assets

$3,190,886

2004 Contributions

$520,599

Historical Graphs

Total Assets Over Time

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

$3,438,296$1,719,148$0199920022004YearValue
$3,190,886Latest year 2004

Participants Over Time

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

41210199920022004YearValue
39Latest year 2004

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
2004139$3,190,886$520,599$13,349iApproximate average salary by contribution assumption: employee only about $333,717 at 4% or $222,478 at 6%; with 50% employer match about $222,478 at 4% or $148,319 at 6%; with 100% employer match about $166,859 at 4% or $111,239 at 6%.
Kalcheim, Schatz & Berger Salary Savings Profit Sharing Plan and Trust-39$3,190,886$520,599$13,349iApproximate average salary by contribution assumption: employee only about $333,717 at 4% or $222,478 at 6%; with 50% employer match about $222,478 at 4% or $148,319 at 6%; with 100% employer match about $166,859 at 4% or $111,239 at 6%.
2003141$2,778,484$533,963$13,023iApproximate average salary by contribution assumption: employee only about $325,587 at 4% or $217,058 at 6%; with 50% employer match about $217,058 at 4% or $144,705 at 6%; with 100% employer match about $162,794 at 4% or $108,529 at 6%.
Kalcheim, Schatz & Berger Salary Savings Profit Sharing Plan and Trust-41$2,778,484$533,963$13,023iApproximate average salary by contribution assumption: employee only about $325,587 at 4% or $217,058 at 6%; with 50% employer match about $217,058 at 4% or $144,705 at 6%; with 100% employer match about $162,794 at 4% or $108,529 at 6%.
2002139$1,779,240$515,918$13,229iApproximate average salary by contribution assumption: employee only about $330,717 at 4% or $220,478 at 6%; with 50% employer match about $220,478 at 4% or $146,985 at 6%; with 100% employer match about $165,358 at 4% or $110,239 at 6%.
Kalcheim, Schatz & Berger Salary Savings Profit Sharing Plan and Trust-39$1,779,240$515,918$13,229iApproximate average salary by contribution assumption: employee only about $330,717 at 4% or $220,478 at 6%; with 50% employer match about $220,478 at 4% or $146,985 at 6%; with 100% employer match about $165,358 at 4% or $110,239 at 6%.
2001137$1,707,521$408,136$11,031iApproximate average salary by contribution assumption: employee only about $275,768 at 4% or $183,845 at 6%; with 50% employer match about $183,845 at 4% or $122,563 at 6%; with 100% employer match about $137,884 at 4% or $91,923 at 6%.
Kalcheim, Schatz & Berger Salary Savings Profit Sharing Plan and Trust-37$1,707,521$408,136$11,031iApproximate average salary by contribution assumption: employee only about $275,768 at 4% or $183,845 at 6%; with 50% employer match about $183,845 at 4% or $122,563 at 6%; with 100% employer match about $137,884 at 4% or $91,923 at 6%.
2000131$2,579,339$338,306$10,913iApproximate average salary by contribution assumption: employee only about $272,827 at 4% or $181,885 at 6%; with 50% employer match about $181,885 at 4% or $121,257 at 6%; with 100% employer match about $136,414 at 4% or $90,942 at 6%.
Kalcheim, Schatz & Berger Salary Savings Profit Sharing Plan and Trust-31$2,579,339$338,306$10,913iApproximate average salary by contribution assumption: employee only about $272,827 at 4% or $181,885 at 6%; with 50% employer match about $181,885 at 4% or $121,257 at 6%; with 100% employer match about $136,414 at 4% or $90,942 at 6%.
1999127$3,438,296$425,913$15,775iApproximate average salary by contribution assumption: employee only about $394,364 at 4% or $262,909 at 6%; with 50% employer match about $262,909 at 4% or $175,273 at 6%; with 100% employer match about $197,182 at 4% or $131,455 at 6%.
Kalcheim, Schatz & Berger Salary Savings Profit Sharing Plan and Trust-27$3,438,296$425,913$15,775iApproximate average salary by contribution assumption: employee only about $394,364 at 4% or $262,909 at 6%; with 50% employer match about $262,909 at 4% or $175,273 at 6%; with 100% employer match about $197,182 at 4% or $131,455 at 6%.