Civic Intelligence

R.K. Schmid & Associates Inc.

Plan context: R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust

EIN 36-3574309 • Oak Brook, IL • 44 filings • 5 plans

1000 Jorie Blvd.Suite 118Oak Brook, IL 60523
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$11,346,953

2024 Contributions

$566,142

Historical Graphs

Total Assets Over Time

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

$11,346,953$5,673,477$0199920122024YearValue
$11,346,953Latest year 2024

Participants Over Time

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

1790199920122024YearValue
13Latest 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
2024213$11,346,953$566,142$43,549iApproximate average salary by contribution assumption: employee only about $1,088,735 at 4% or $725,823 at 6%; with 50% employer match about $725,823 at 4% or $483,882 at 6%; with 100% employer match about $544,367 at 4% or $362,912 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-10$6,875,533$354,569$35,457iApproximate average salary by contribution assumption: employee only about $886,423 at 4% or $590,948 at 6%; with 50% employer match about $590,948 at 4% or $393,966 at 6%; with 100% employer match about $443,211 at 4% or $295,474 at 6%.
Marketing Concepts Group Cash Balance Pension Plan-13$4,471,420$211,573$16,275iApproximate average salary by contribution assumption: employee only about $406,871 at 4% or $271,247 at 6%; with 50% employer match about $271,247 at 4% or $180,832 at 6%; with 100% employer match about $203,436 at 4% or $135,624 at 6%.
2023214$9,502,005$543,190$38,799iApproximate average salary by contribution assumption: employee only about $969,982 at 4% or $646,655 at 6%; with 50% employer match about $646,655 at 4% or $431,103 at 6%; with 100% employer match about $484,991 at 4% or $323,327 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-12$5,665,054$265,124$22,094iApproximate average salary by contribution assumption: employee only about $552,342 at 4% or $368,228 at 6%; with 50% employer match about $368,228 at 4% or $245,485 at 6%; with 100% employer match about $276,171 at 4% or $184,114 at 6%.
Marketing Concepts Group Cash Balance Pension Plan-14$3,836,951$278,066$19,862iApproximate average salary by contribution assumption: employee only about $496,546 at 4% or $331,031 at 6%; with 50% employer match about $331,031 at 4% or $220,687 at 6%; with 100% employer match about $248,273 at 4% or $165,515 at 6%.
2022216$9,092,088$448,529$28,033iApproximate average salary by contribution assumption: employee only about $700,827 at 4% or $467,218 at 6%; with 50% employer match about $467,218 at 4% or $311,478 at 6%; with 100% employer match about $350,413 at 4% or $233,609 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-11$5,502,404$72,945$6,631iApproximate average salary by contribution assumption: employee only about $165,784 at 4% or $110,523 at 6%; with 50% employer match about $110,523 at 4% or $73,682 at 6%; with 100% employer match about $82,892 at 4% or $55,261 at 6%.
Marketing Concepts Group Cash Balance Pension Plan-16$3,589,684$375,584$23,474iApproximate average salary by contribution assumption: employee only about $586,850 at 4% or $391,233 at 6%; with 50% employer match about $391,233 at 4% or $260,822 at 6%; with 100% employer match about $293,425 at 4% or $195,617 at 6%.
2021216$9,337,443$360,800$22,550iApproximate average salary by contribution assumption: employee only about $563,750 at 4% or $375,833 at 6%; with 50% employer match about $375,833 at 4% or $250,556 at 6%; with 100% employer match about $281,875 at 4% or $187,917 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-12$5,766,448$182,913$15,243iApproximate average salary by contribution assumption: employee only about $381,069 at 4% or $254,046 at 6%; with 50% employer match about $254,046 at 4% or $169,364 at 6%; with 100% employer match about $190,534 at 4% or $127,023 at 6%.
Marketing Concepts Group Cash Balance Pension Plan-16$3,570,995$177,887$11,118iApproximate average salary by contribution assumption: employee only about $277,948 at 4% or $185,299 at 6%; with 50% employer match about $185,299 at 4% or $123,533 at 6%; with 100% employer match about $138,974 at 4% or $92,649 at 6%.
2020217$7,379,254$462,861$27,227iApproximate average salary by contribution assumption: employee only about $680,678 at 4% or $453,785 at 6%; with 50% employer match about $453,785 at 4% or $302,524 at 6%; with 100% employer match about $340,339 at 4% or $226,893 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-14$4,456,212$187,861$13,419iApproximate average salary by contribution assumption: employee only about $335,466 at 4% or $223,644 at 6%; with 50% employer match about $223,644 at 4% or $149,096 at 6%; with 100% employer match about $167,733 at 4% or $111,822 at 6%.
Marketing Concepts Group Cash Balance Pension Plan-17$2,923,042$275,000$16,176iApproximate average salary by contribution assumption: employee only about $404,412 at 4% or $269,608 at 6%; with 50% employer match about $269,608 at 4% or $179,739 at 6%; with 100% employer match about $202,206 at 4% or $134,804 at 6%.
2019215$6,324,708$572,219$38,148iApproximate average salary by contribution assumption: employee only about $953,698 at 4% or $635,799 at 6%; with 50% employer match about $635,799 at 4% or $423,866 at 6%; with 100% employer match about $476,849 at 4% or $317,899 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-13$3,894,063$356,237$27,403iApproximate average salary by contribution assumption: employee only about $685,071 at 4% or $456,714 at 6%; with 50% employer match about $456,714 at 4% or $304,476 at 6%; with 100% employer match about $342,536 at 4% or $228,357 at 6%.
Marketing Concepts Group Cash Balance Pension Plan-15$2,430,645$215,982$14,399iApproximate average salary by contribution assumption: employee only about $359,970 at 4% or $239,980 at 6%; with 50% employer match about $239,980 at 4% or $159,987 at 6%; with 100% employer match about $179,985 at 4% or $119,990 at 6%.
2018214$4,736,841$418,252$29,875iApproximate average salary by contribution assumption: employee only about $746,879 at 4% or $497,919 at 6%; with 50% employer match about $497,919 at 4% or $331,946 at 6%; with 100% employer match about $373,439 at 4% or $248,960 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-13$2,848,266$204,549$15,735iApproximate average salary by contribution assumption: employee only about $393,363 at 4% or $262,242 at 6%; with 50% employer match about $262,242 at 4% or $174,828 at 6%; with 100% employer match about $196,682 at 4% or $131,121 at 6%.
Marketing Concepts Group Cash Balance Pension Plan-14$1,888,575$213,703$15,265iApproximate average salary by contribution assumption: employee only about $381,613 at 4% or $254,408 at 6%; with 50% employer match about $254,408 at 4% or $169,606 at 6%; with 100% employer match about $190,806 at 4% or $127,204 at 6%.
2017214$4,598,080$90,304$6,450iApproximate average salary by contribution assumption: employee only about $161,257 at 4% or $107,505 at 6%; with 50% employer match about $107,505 at 4% or $71,670 at 6%; with 100% employer match about $80,629 at 4% or $53,752 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-13$2,840,063$62,961$4,843iApproximate average salary by contribution assumption: employee only about $121,079 at 4% or $80,719 at 6%; with 50% employer match about $80,719 at 4% or $53,813 at 6%; with 100% employer match about $60,539 at 4% or $40,360 at 6%.
Marketing Concepts Group Cash Balance Pension Plan-14$1,758,017$27,343$1,953iApproximate average salary by contribution assumption: employee only about $48,827 at 4% or $32,551 at 6%; with 50% employer match about $32,551 at 4% or $21,701 at 6%; with 100% employer match about $24,413 at 4% or $16,276 at 6%.
2016214$4,093,008$86,466$6,176iApproximate average salary by contribution assumption: employee only about $154,404 at 4% or $102,936 at 6%; with 50% employer match about $102,936 at 4% or $68,624 at 6%; with 100% employer match about $77,202 at 4% or $51,468 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-13$2,543,381$86,466$6,651iApproximate average salary by contribution assumption: employee only about $166,281 at 4% or $110,854 at 6%; with 50% employer match about $110,854 at 4% or $73,903 at 6%; with 100% employer match about $83,140 at 4% or $55,427 at 6%.
Marketing Concepts Group Cash Balance Pension Plan-14$1,549,627$0-
2015214$3,647,046$103,855$7,418iApproximate average salary by contribution assumption: employee only about $185,455 at 4% or $123,637 at 6%; with 50% employer match about $123,637 at 4% or $82,425 at 6%; with 100% employer match about $92,728 at 4% or $61,818 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-14$2,247,597$103,855$7,418iApproximate average salary by contribution assumption: employee only about $185,455 at 4% or $123,637 at 6%; with 50% employer match about $123,637 at 4% or $82,425 at 6%; with 100% employer match about $92,728 at 4% or $61,818 at 6%.
Marketing Concepts Group Cash Balance Pension Plan-14$1,399,449$0-
2014213$3,782,047$100,908$7,762iApproximate average salary by contribution assumption: employee only about $194,054 at 4% or $129,369 at 6%; with 50% employer match about $129,369 at 4% or $86,246 at 6%; with 100% employer match about $97,027 at 4% or $64,685 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-13$2,370,607$100,908$7,762iApproximate average salary by contribution assumption: employee only about $194,054 at 4% or $129,369 at 6%; with 50% employer match about $129,369 at 4% or $86,246 at 6%; with 100% employer match about $97,027 at 4% or $64,685 at 6%.
Marketing Concepts Group Cash Balance Pension Plan-13$1,411,440$0-
2013211$3,367,055$403,094$36,645iApproximate average salary by contribution assumption: employee only about $916,123 at 4% or $610,748 at 6%; with 50% employer match about $610,748 at 4% or $407,166 at 6%; with 100% employer match about $458,061 at 4% or $305,374 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-11$2,053,692$178,094$16,190iApproximate average salary by contribution assumption: employee only about $404,759 at 4% or $269,839 at 6%; with 50% employer match about $269,839 at 4% or $179,893 at 6%; with 100% employer match about $202,380 at 4% or $134,920 at 6%.
Marketing Concepts Group Cash Balance Pension Plan-11$1,313,363$225,000$20,455iApproximate average salary by contribution assumption: employee only about $511,364 at 4% or $340,909 at 6%; with 50% employer match about $340,909 at 4% or $227,273 at 6%; with 100% employer match about $255,682 at 4% or $170,455 at 6%.
2012210$2,333,341$286,743$28,674iApproximate average salary by contribution assumption: employee only about $716,858 at 4% or $477,905 at 6%; with 50% employer match about $477,905 at 4% or $318,603 at 6%; with 100% employer match about $358,429 at 4% or $238,953 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-10$1,403,143$146,743$14,674iApproximate average salary by contribution assumption: employee only about $366,858 at 4% or $244,572 at 6%; with 50% employer match about $244,572 at 4% or $163,048 at 6%; with 100% employer match about $183,429 at 4% or $122,286 at 6%.
Marketing Concepts Group Cash Balance Pension Plan-10$930,198$140,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
201129$1,809,817$241,664$26,852iApproximate average salary by contribution assumption: employee only about $671,289 at 4% or $447,526 at 6%; with 50% employer match about $447,526 at 4% or $298,351 at 6%; with 100% employer match about $335,644 at 4% or $223,763 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-9$1,109,058$106,664$11,852iApproximate average salary by contribution assumption: employee only about $296,289 at 4% or $197,526 at 6%; with 50% employer match about $197,526 at 4% or $131,684 at 6%; with 100% employer match about $148,144 at 4% or $98,763 at 6%.
Marketing Concepts Group Cash Balance Pension Plan-9$700,759$135,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
2010212$2,122,960$306,286$25,524iApproximate average salary by contribution assumption: employee only about $638,096 at 4% or $425,397 at 6%; with 50% employer match about $425,397 at 4% or $283,598 at 6%; with 100% employer match about $319,048 at 4% or $212,699 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-12$1,432,131$156,286$13,024iApproximate average salary by contribution assumption: employee only about $325,596 at 4% or $217,064 at 6%; with 50% employer match about $217,064 at 4% or $144,709 at 6%; with 100% employer match about $162,798 at 4% or $108,532 at 6%.
Marketing Concepts Group Cash Balance Pension Plan-12$690,829$150,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
200928$1,502,288$215,820$26,978iApproximate average salary by contribution assumption: employee only about $674,438 at 4% or $449,625 at 6%; with 50% employer match about $449,625 at 4% or $299,750 at 6%; with 100% employer match about $337,219 at 4% or $224,813 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-8$1,026,054$117,820$14,728iApproximate average salary by contribution assumption: employee only about $368,188 at 4% or $245,458 at 6%; with 50% employer match about $245,458 at 4% or $163,639 at 6%; with 100% employer match about $184,094 at 4% or $122,729 at 6%.
Marketing Concepts Group Cash Balance Pension Plan-3$476,234$98,000$32,667iApproximate average salary by contribution assumption: employee only about $816,667 at 4% or $544,444 at 6%; with 50% employer match about $544,444 at 4% or $362,963 at 6%; with 100% employer match about $408,333 at 4% or $272,222 at 6%.
200827$1,055,414$252,184$36,026iApproximate average salary by contribution assumption: employee only about $900,657 at 4% or $600,438 at 6%; with 50% employer match about $600,438 at 4% or $400,292 at 6%; with 100% employer match about $450,329 at 4% or $300,219 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-7$755,077$110,869$15,838iApproximate average salary by contribution assumption: employee only about $395,961 at 4% or $263,974 at 6%; with 50% employer match about $263,974 at 4% or $175,983 at 6%; with 100% employer match about $197,980 at 4% or $131,987 at 6%.
Marketing Concepts Group Cash Balance Pension Plan-3$300,337$141,315$47,105iApproximate average salary by contribution assumption: employee only about $1,177,625 at 4% or $785,083 at 6%; with 50% employer match about $785,083 at 4% or $523,389 at 6%; with 100% employer match about $588,813 at 4% or $392,542 at 6%.
200726$1,057,205$76,804$12,801iApproximate average salary by contribution assumption: employee only about $320,017 at 4% or $213,344 at 6%; with 50% employer match about $213,344 at 4% or $142,230 at 6%; with 100% employer match about $160,008 at 4% or $106,672 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-6$1,057,205$76,804$12,801iApproximate average salary by contribution assumption: employee only about $320,017 at 4% or $213,344 at 6%; with 50% employer match about $213,344 at 4% or $142,230 at 6%; with 100% employer match about $160,008 at 4% or $106,672 at 6%.
Marketing Concepts Group Cash Balance Pension Plan-3---
200617$1,510,522$134,134$19,162iApproximate average salary by contribution assumption: employee only about $479,050 at 4% or $319,367 at 6%; with 50% employer match about $319,367 at 4% or $212,911 at 6%; with 100% employer match about $239,525 at 4% or $159,683 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-7$1,510,522$134,134$19,162iApproximate average salary by contribution assumption: employee only about $479,050 at 4% or $319,367 at 6%; with 50% employer match about $319,367 at 4% or $212,911 at 6%; with 100% employer match about $239,525 at 4% or $159,683 at 6%.
200516$1,145,404$133,376$22,229iApproximate average salary by contribution assumption: employee only about $555,733 at 4% or $370,489 at 6%; with 50% employer match about $370,489 at 4% or $246,993 at 6%; with 100% employer match about $277,867 at 4% or $185,244 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-6$1,145,404$133,376$22,229iApproximate average salary by contribution assumption: employee only about $555,733 at 4% or $370,489 at 6%; with 50% employer match about $370,489 at 4% or $246,993 at 6%; with 100% employer match about $277,867 at 4% or $185,244 at 6%.
200417$897,657$140,686$20,098iApproximate average salary by contribution assumption: employee only about $502,450 at 4% or $334,967 at 6%; with 50% employer match about $334,967 at 4% or $223,311 at 6%; with 100% employer match about $251,225 at 4% or $167,483 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-7$897,657$140,686$20,098iApproximate average salary by contribution assumption: employee only about $502,450 at 4% or $334,967 at 6%; with 50% employer match about $334,967 at 4% or $223,311 at 6%; with 100% employer match about $251,225 at 4% or $167,483 at 6%.
200315$979,291$158,229$31,646iApproximate average salary by contribution assumption: employee only about $791,145 at 4% or $527,430 at 6%; with 50% employer match about $527,430 at 4% or $351,620 at 6%; with 100% employer match about $395,573 at 4% or $263,715 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-5$979,291$158,229$31,646iApproximate average salary by contribution assumption: employee only about $791,145 at 4% or $527,430 at 6%; with 50% employer match about $527,430 at 4% or $351,620 at 6%; with 100% employer match about $395,573 at 4% or $263,715 at 6%.
200216$662,572$111,737$18,623iApproximate average salary by contribution assumption: employee only about $465,571 at 4% or $310,381 at 6%; with 50% employer match about $310,381 at 4% or $206,920 at 6%; with 100% employer match about $232,785 at 4% or $155,190 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-6$662,572$111,737$18,623iApproximate average salary by contribution assumption: employee only about $465,571 at 4% or $310,381 at 6%; with 50% employer match about $310,381 at 4% or $206,920 at 6%; with 100% employer match about $232,785 at 4% or $155,190 at 6%.
200114$0$0-
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-4---
200014$1,036,595$108,391$27,098iApproximate average salary by contribution assumption: employee only about $677,444 at 4% or $451,629 at 6%; with 50% employer match about $451,629 at 4% or $301,086 at 6%; with 100% employer match about $338,722 at 4% or $225,815 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-4$1,036,595$108,391$27,098iApproximate average salary by contribution assumption: employee only about $677,444 at 4% or $451,629 at 6%; with 50% employer match about $451,629 at 4% or $301,086 at 6%; with 100% employer match about $338,722 at 4% or $225,815 at 6%.
199915$1,386,175$72,083$14,417iApproximate average salary by contribution assumption: employee only about $360,415 at 4% or $240,277 at 6%; with 50% employer match about $240,277 at 4% or $160,184 at 6%; with 100% employer match about $180,208 at 4% or $120,138 at 6%.
R.K. Schmid & Associates Inc. Money Purchase Pension Plan & Trust-5$1,386,175$72,083$14,417iApproximate average salary by contribution assumption: employee only about $360,415 at 4% or $240,277 at 6%; with 50% employer match about $240,277 at 4% or $160,184 at 6%; with 100% employer match about $180,208 at 4% or $120,138 at 6%.