Civic Intelligence

Schmidt Financial Group Inc.

Plan context: Schmidt Financial Group Inc. Pension Plan

EIN 36-3622811 • Deerfield, IL • 36 filings • 3 plans

520 Lake Cook Road Suite 187Deerfield, IL 60015
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$610,716

2024 Contributions

$10,002

Historical Graphs

Total Assets Over Time

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

$2,116,120$1,058,060$0200820162024YearValue
$610,716Latest year 2024

Participants Over Time

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

1370200720162024YearValue
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$610,716$10,002$1,250iApproximate average salary by contribution assumption: employee only about $31,256 at 4% or $20,838 at 6%; with 50% employer match about $20,838 at 4% or $13,892 at 6%; with 100% employer match about $15,628 at 4% or $10,419 at 6%.
Schmidt Financial Group Inc. Pension Plan-5$523,722$4,222$844iApproximate average salary by contribution assumption: employee only about $21,110 at 4% or $14,073 at 6%; with 50% employer match about $14,073 at 4% or $9,382 at 6%; with 100% employer match about $10,555 at 4% or $7,037 at 6%.
SCHMIDT FINANCIAL GROUP, INC. 401(K) PLAN-8$86,994$5,780$723iApproximate average salary by contribution assumption: employee only about $18,063 at 4% or $12,042 at 6%; with 50% employer match about $12,042 at 4% or $8,028 at 6%; with 100% employer match about $9,031 at 4% or $6,021 at 6%.
202327$1,481,800$17,220$2,460iApproximate average salary by contribution assumption: employee only about $61,500 at 4% or $41,000 at 6%; with 50% employer match about $41,000 at 4% or $27,333 at 6%; with 100% employer match about $30,750 at 4% or $20,500 at 6%.
Schmidt Financial Group Inc. Pension Plan-5$1,399,904--
SCHMIDT FINANCIAL GROUP, INC. 401(K) PLAN-7$81,896$17,220$2,460iApproximate average salary by contribution assumption: employee only about $61,500 at 4% or $41,000 at 6%; with 50% employer match about $41,000 at 4% or $27,333 at 6%; with 100% employer match about $30,750 at 4% or $20,500 at 6%.
2022211$1,443,703$40,542$3,686iApproximate average salary by contribution assumption: employee only about $92,141 at 4% or $61,427 at 6%; with 50% employer match about $61,427 at 4% or $40,952 at 6%; with 100% employer match about $46,070 at 4% or $30,714 at 6%.
Schmidt Financial Group Inc. Pension Plan-5$1,337,363--
SCHMIDT FINANCIAL GROUP, INC. 401(K) PLAN-11$106,340$40,542$3,686iApproximate average salary by contribution assumption: employee only about $92,141 at 4% or $61,427 at 6%; with 50% employer match about $61,427 at 4% or $40,952 at 6%; with 100% employer match about $46,070 at 4% or $30,714 at 6%.
2021213$2,116,120$115,921$8,917iApproximate average salary by contribution assumption: employee only about $222,925 at 4% or $148,617 at 6%; with 50% employer match about $148,617 at 4% or $99,078 at 6%; with 100% employer match about $111,463 at 4% or $74,308 at 6%.
Schmidt Financial Group Inc. Pension Plan-8$1,657,269$60,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
SCHMIDT FINANCIAL GROUP, INC. 401(K) PLAN-13$458,851$55,921$4,302iApproximate average salary by contribution assumption: employee only about $107,540 at 4% or $71,694 at 6%; with 50% employer match about $71,694 at 4% or $47,796 at 6%; with 100% employer match about $53,770 at 4% or $35,847 at 6%.
2020210$2,052,386$154,115$15,412iApproximate average salary by contribution assumption: employee only about $385,288 at 4% or $256,858 at 6%; with 50% employer match about $256,858 at 4% or $171,239 at 6%; with 100% employer match about $192,644 at 4% or $128,429 at 6%.
Schmidt Financial Group Inc. Pension Plan-7$1,660,680$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
SCHMIDT FINANCIAL GROUP, INC. 401(K) PLAN-10$391,706$54,115$5,412iApproximate average salary by contribution assumption: employee only about $135,288 at 4% or $90,192 at 6%; with 50% employer match about $90,192 at 4% or $60,128 at 6%; with 100% employer match about $67,644 at 4% or $45,096 at 6%.
2019213$1,785,329$148,023$11,386iApproximate average salary by contribution assumption: employee only about $284,660 at 4% or $189,773 at 6%; with 50% employer match about $189,773 at 4% or $126,515 at 6%; with 100% employer match about $142,330 at 4% or $94,887 at 6%.
Schmidt Financial Group Inc. Pension Plan-7$1,464,001$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
SCHMIDT FINANCIAL GROUP, INC. 401(K) PLAN-13$321,328$48,023$3,694iApproximate average salary by contribution assumption: employee only about $92,352 at 4% or $61,568 at 6%; with 50% employer match about $61,568 at 4% or $41,045 at 6%; with 100% employer match about $46,176 at 4% or $30,784 at 6%.
201828$1,667,327$140,769$17,596iApproximate average salary by contribution assumption: employee only about $439,903 at 4% or $293,269 at 6%; with 50% employer match about $293,269 at 4% or $195,513 at 6%; with 100% employer match about $219,952 at 4% or $146,634 at 6%.
Schmidt Financial Group Inc. Pension Plan-6$1,425,865$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
SCHMIDT FINANCIAL GROUP, INC. 401(K) PLAN-8$241,462$40,769$5,096iApproximate average salary by contribution assumption: employee only about $127,403 at 4% or $84,935 at 6%; with 50% employer match about $84,935 at 4% or $56,624 at 6%; with 100% employer match about $63,702 at 4% or $42,468 at 6%.
201728$1,328,844$129,474$16,184iApproximate average salary by contribution assumption: employee only about $404,606 at 4% or $269,738 at 6%; with 50% employer match about $269,738 at 4% or $179,825 at 6%; with 100% employer match about $202,303 at 4% or $134,869 at 6%.
Schmidt Financial Group Inc. Pension Plan-8$1,123,936$100,000$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%.
SCHMIDT FINANCIAL GROUP, INC. 401(K) PLAN-5$204,908$29,474$5,895iApproximate average salary by contribution assumption: employee only about $147,370 at 4% or $98,247 at 6%; with 50% employer match about $98,247 at 4% or $65,498 at 6%; with 100% employer match about $73,685 at 4% or $49,123 at 6%.
201629$1,292,228$152,339$16,927iApproximate average salary by contribution assumption: employee only about $423,164 at 4% or $282,109 at 6%; with 50% employer match about $282,109 at 4% or $188,073 at 6%; with 100% employer match about $211,582 at 4% or $141,055 at 6%.
Schmidt Financial Group Inc. Pension Plan-7$1,068,969$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
SCHMIDT FINANCIAL GROUP, INC. 401(K) PLAN-9$223,259$52,339$5,815iApproximate average salary by contribution assumption: employee only about $145,386 at 4% or $96,924 at 6%; with 50% employer match about $96,924 at 4% or $64,616 at 6%; with 100% employer match about $72,693 at 4% or $48,462 at 6%.
201527$1,163,419$152,343$21,763iApproximate average salary by contribution assumption: employee only about $544,082 at 4% or $362,721 at 6%; with 50% employer match about $362,721 at 4% or $241,814 at 6%; with 100% employer match about $272,041 at 4% or $181,361 at 6%.
Schmidt Financial Group Inc. Pension Plan-7$892,051$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
SCHMIDT FINANCIAL GROUP, INC. 401(K) PLAN-7$271,368$52,343$7,478iApproximate average salary by contribution assumption: employee only about $186,939 at 4% or $124,626 at 6%; with 50% employer match about $124,626 at 4% or $83,084 at 6%; with 100% employer match about $93,470 at 4% or $62,313 at 6%.
201428$1,058,011$144,085$18,011iApproximate average salary by contribution assumption: employee only about $450,266 at 4% or $300,177 at 6%; with 50% employer match about $300,177 at 4% or $200,118 at 6%; with 100% employer match about $225,133 at 4% or $150,089 at 6%.
Schmidt Financial Group Inc. Pension Plan-8$832,657$100,000$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%.
SCHMIDT FINANCIAL GROUP, INC. 401(K) PLAN-7$225,354$44,085$6,298iApproximate average salary by contribution assumption: employee only about $157,446 at 4% or $104,964 at 6%; with 50% employer match about $104,964 at 4% or $69,976 at 6%; with 100% employer match about $78,723 at 4% or $52,482 at 6%.
201327$898,624$135,923$19,418iApproximate average salary by contribution assumption: employee only about $485,439 at 4% or $323,626 at 6%; with 50% employer match about $323,626 at 4% or $215,751 at 6%; with 100% employer match about $242,720 at 4% or $161,813 at 6%.
Schmidt Financial Group Inc. Pension Plan-7$727,000$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
SCHMIDT FINANCIAL GROUP, INC. 401(K) PLAN-6$171,624$35,923$5,987iApproximate average salary by contribution assumption: employee only about $149,679 at 4% or $99,786 at 6%; with 50% employer match about $99,786 at 4% or $66,524 at 6%; with 100% employer match about $74,840 at 4% or $49,893 at 6%.
201225$853,071$108,990$21,798iApproximate average salary by contribution assumption: employee only about $544,950 at 4% or $363,300 at 6%; with 50% employer match about $363,300 at 4% or $242,200 at 6%; with 100% employer match about $272,475 at 4% or $181,650 at 6%.
Schmidt Financial Group Inc. Pension Plan-5$739,521$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
SCHMIDT FINANCIAL GROUP, INC. 401(K) PLAN-4$113,550$8,990$2,248iApproximate average salary by contribution assumption: employee only about $56,188 at 4% or $37,458 at 6%; with 50% employer match about $37,458 at 4% or $24,972 at 6%; with 100% employer match about $28,094 at 4% or $18,729 at 6%.
201125$583,165$4,933$987iApproximate average salary by contribution assumption: employee only about $24,665 at 4% or $16,443 at 6%; with 50% employer match about $16,443 at 4% or $10,962 at 6%; with 100% employer match about $12,333 at 4% or $8,222 at 6%.
Schmidt Financial Group Inc. Pension Plan-5$498,634$0-
SCHMIDT FINANCIAL GROUP, INC. 401(K) PLAN-4$84,531$4,933$1,233iApproximate average salary by contribution assumption: employee only about $30,831 at 4% or $20,554 at 6%; with 50% employer match about $20,554 at 4% or $13,703 at 6%; with 100% employer match about $15,416 at 4% or $10,277 at 6%.
201027$633,809$52,151$7,450iApproximate average salary by contribution assumption: employee only about $186,254 at 4% or $124,169 at 6%; with 50% employer match about $124,169 at 4% or $82,779 at 6%; with 100% employer match about $93,127 at 4% or $62,085 at 6%.
Schmidt Financial Group Inc. Pension Plan-7$539,175$31,900$4,557iApproximate average salary by contribution assumption: employee only about $113,929 at 4% or $75,952 at 6%; with 50% employer match about $75,952 at 4% or $50,635 at 6%; with 100% employer match about $56,964 at 4% or $37,976 at 6%.
SCHMIDT FINANCIAL GROUP, INC. 401(K) PLAN-4$94,634$20,251$5,063iApproximate average salary by contribution assumption: employee only about $126,569 at 4% or $84,379 at 6%; with 50% employer match about $84,379 at 4% or $56,253 at 6%; with 100% employer match about $63,284 at 4% or $42,190 at 6%.
200927$549,377$144,310$20,616iApproximate average salary by contribution assumption: employee only about $515,393 at 4% or $343,595 at 6%; with 50% employer match about $343,595 at 4% or $229,063 at 6%; with 100% employer match about $257,696 at 4% or $171,798 at 6%.
Schmidt Financial Group Inc. Pension Plan-7$466,756$125,000$17,857iApproximate average salary by contribution assumption: employee only about $446,429 at 4% or $297,619 at 6%; with 50% employer match about $297,619 at 4% or $198,413 at 6%; with 100% employer match about $223,214 at 4% or $148,810 at 6%.
SCHMIDT FINANCIAL GROUP, INC. 401(K) PLAN-4$82,621$19,310$4,828iApproximate average salary by contribution assumption: employee only about $120,688 at 4% or $80,458 at 6%; with 50% employer match about $80,458 at 4% or $53,639 at 6%; with 100% employer match about $60,344 at 4% or $40,229 at 6%.
200825$358,253$209,837$41,967iApproximate average salary by contribution assumption: employee only about $1,049,185 at 4% or $699,457 at 6%; with 50% employer match about $699,457 at 4% or $466,304 at 6%; with 100% employer match about $524,593 at 4% or $349,728 at 6%.
Schmidt Financial Group Inc. Pension Plan-5$300,579$161,853$32,371iApproximate average salary by contribution assumption: employee only about $809,265 at 4% or $539,510 at 6%; with 50% employer match about $539,510 at 4% or $359,673 at 6%; with 100% employer match about $404,633 at 4% or $269,755 at 6%.
SCHMIDT FINANCIAL GROUP, INC. 401K PLAN-5$57,674$47,984$9,597iApproximate average salary by contribution assumption: employee only about $239,920 at 4% or $159,947 at 6%; with 50% employer match about $159,947 at 4% or $106,631 at 6%; with 100% employer match about $119,960 at 4% or $79,973 at 6%.
200725$0$0-
Schmidt Financial Group Inc. Pension Plan-5---
SCHMIDT FINANCIAL GROUP, INC. 401K PLAN-5---