Richard a. Schmidt, D.D.S. Ltd.
Plan context: Richard a. Schmidt, D.D.S. Ltd. Money Purchase Pension Plan
EIN 36-3760357 • Skokie, IL • 36 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$3,042,205
2024 Contributions
$576
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 0 | $0 | $0 | - |
| Richard a. Schmidt, D.D.S. Ltd. Cash Balance Plan | - | 0 | $0 | $0 | - |
| Richard a. Schmidt, D.D.S. Ltd. Money Purchase Pension Plan | - | 0 | $0 | - | - |
| 2023 | 2 | 7 | $3,042,205 | $576 | $82iApproximate average salary by contribution assumption: employee only about $2,057 at 4% or $1,371 at 6%; with 50% employer match about $1,371 at 4% or $914 at 6%; with 100% employer match about $1,029 at 4% or $686 at 6%. |
| Richard a. Schmidt, D.D.S. Ltd. Money Purchase Pension Plan | - | 7 | $2,322,241 | $576 | $82iApproximate average salary by contribution assumption: employee only about $2,057 at 4% or $1,371 at 6%; with 50% employer match about $1,371 at 4% or $914 at 6%; with 100% employer match about $1,029 at 4% or $686 at 6%. |
| Richard a. Schmidt, D.D.S. Ltd. Cash Balance Plan | - | 5 | $719,964 | $0 | - |
| 2022 | 2 | 8 | $3,181,367 | $235,132 | $29,392iApproximate average salary by contribution assumption: employee only about $734,788 at 4% or $489,858 at 6%; with 50% employer match about $489,858 at 4% or $326,572 at 6%; with 100% employer match about $367,394 at 4% or $244,929 at 6%. |
| Richard a. Schmidt, D.D.S. Ltd. Money Purchase Pension Plan | - | 8 | $2,512,214 | $7,831 | $979iApproximate average salary by contribution assumption: employee only about $24,472 at 4% or $16,315 at 6%; with 50% employer match about $16,315 at 4% or $10,876 at 6%; with 100% employer match about $12,236 at 4% or $8,157 at 6%. |
| Richard a. Schmidt, D.D.S. Ltd. Cash Balance Plan | - | 5 | $669,153 | $227,301 | $45,460iApproximate average salary by contribution assumption: employee only about $1,136,505 at 4% or $757,670 at 6%; with 50% employer match about $757,670 at 4% or $505,113 at 6%; with 100% employer match about $568,253 at 4% or $378,835 at 6%. |
| 2021 | 2 | 8 | $3,550,549 | $303,168 | $37,896iApproximate average salary by contribution assumption: employee only about $947,400 at 4% or $631,600 at 6%; with 50% employer match about $631,600 at 4% or $421,067 at 6%; with 100% employer match about $473,700 at 4% or $315,800 at 6%. |
| Richard a. Schmidt, D.D.S. Ltd. Money Purchase Pension Plan | - | 8 | $3,075,858 | $78,168 | $9,771iApproximate average salary by contribution assumption: employee only about $244,275 at 4% or $162,850 at 6%; with 50% employer match about $162,850 at 4% or $108,567 at 6%; with 100% employer match about $122,138 at 4% or $81,425 at 6%. |
| Richard a. Schmidt, D.D.S. Ltd. Cash Balance Plan | - | 5 | $474,691 | $225,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| 2020 | 2 | 8 | $3,172,598 | $202,342 | $25,293iApproximate average salary by contribution assumption: employee only about $632,319 at 4% or $421,546 at 6%; with 50% employer match about $421,546 at 4% or $281,031 at 6%; with 100% employer match about $316,159 at 4% or $210,773 at 6%. |
| Richard a. Schmidt, D.D.S. Ltd. Money Purchase Pension Plan | - | 8 | $2,923,306 | $76,984 | $9,623iApproximate average salary by contribution assumption: employee only about $240,575 at 4% or $160,383 at 6%; with 50% employer match about $160,383 at 4% or $106,922 at 6%; with 100% employer match about $120,288 at 4% or $80,192 at 6%. |
| Richard a. Schmidt, D.D.S. Ltd. Cash Balance Plan | - | 5 | $249,292 | $125,358 | $25,072iApproximate average salary by contribution assumption: employee only about $626,790 at 4% or $417,860 at 6%; with 50% employer match about $417,860 at 4% or $278,573 at 6%; with 100% employer match about $313,395 at 4% or $208,930 at 6%. |
| 2019 | 2 | 7 | $2,719,496 | $251,886 | $35,984iApproximate average salary by contribution assumption: employee only about $899,593 at 4% or $599,729 at 6%; with 50% employer match about $599,729 at 4% or $399,819 at 6%; with 100% employer match about $449,796 at 4% or $299,864 at 6%. |
| Richard a. Schmidt, D.D.S. Ltd. Money Purchase Pension Plan | - | 7 | $2,595,661 | $128,051 | $18,293iApproximate average salary by contribution assumption: employee only about $457,325 at 4% or $304,883 at 6%; with 50% employer match about $304,883 at 4% or $203,256 at 6%; with 100% employer match about $228,663 at 4% or $152,442 at 6%. |
| Richard a. Schmidt, D.D.S. Ltd. Cash Balance Plan | - | 4 | $123,835 | $123,835 | $30,959iApproximate average salary by contribution assumption: employee only about $773,969 at 4% or $515,979 at 6%; with 50% employer match about $515,979 at 4% or $343,986 at 6%; with 100% employer match about $386,984 at 4% or $257,990 at 6%. |
| 2018 | 1 | 4 | $2,125,492 | $84,653 | $21,163iApproximate average salary by contribution assumption: employee only about $529,081 at 4% or $352,721 at 6%; with 50% employer match about $352,721 at 4% or $235,147 at 6%; with 100% employer match about $264,541 at 4% or $176,360 at 6%. |
| Richard a. Schmidt, D.D.S. Ltd. Money Purchase Pension Plan | - | 4 | $2,125,492 | $84,653 | $21,163iApproximate average salary by contribution assumption: employee only about $529,081 at 4% or $352,721 at 6%; with 50% employer match about $352,721 at 4% or $235,147 at 6%; with 100% employer match about $264,541 at 4% or $176,360 at 6%. |
| 2017 | 1 | 4 | $2,132,370 | $56,389 | $14,097iApproximate average salary by contribution assumption: employee only about $352,431 at 4% or $234,954 at 6%; with 50% employer match about $234,954 at 4% or $156,636 at 6%; with 100% employer match about $176,216 at 4% or $117,477 at 6%. |
| Richard a. Schmidt, D.D.S. Ltd. Money Purchase Pension Plan | - | 4 | $2,132,370 | $56,389 | $14,097iApproximate average salary by contribution assumption: employee only about $352,431 at 4% or $234,954 at 6%; with 50% employer match about $234,954 at 4% or $156,636 at 6%; with 100% employer match about $176,216 at 4% or $117,477 at 6%. |
| 2016 | 1 | 3 | $1,811,079 | $53,654 | $17,885iApproximate average salary by contribution assumption: employee only about $447,117 at 4% or $298,078 at 6%; with 50% employer match about $298,078 at 4% or $198,719 at 6%; with 100% employer match about $223,558 at 4% or $149,039 at 6%. |
| Richard a. Schmidt, D.D.S. Ltd. Money Purchase Pension Plan | - | 3 | $1,811,079 | $53,654 | $17,885iApproximate average salary by contribution assumption: employee only about $447,117 at 4% or $298,078 at 6%; with 50% employer match about $298,078 at 4% or $198,719 at 6%; with 100% employer match about $223,558 at 4% or $149,039 at 6%. |
| 2015 | 1 | 4 | $1,614,940 | $70,685 | $17,671iApproximate average salary by contribution assumption: employee only about $441,781 at 4% or $294,521 at 6%; with 50% employer match about $294,521 at 4% or $196,347 at 6%; with 100% employer match about $220,891 at 4% or $147,260 at 6%. |
| RICHARD A. SCHMIDT, D.D.S., LTD. 401(K) PROFIT SHARING PLAN | - | 4 | $1,614,940 | $70,685 | $17,671iApproximate average salary by contribution assumption: employee only about $441,781 at 4% or $294,521 at 6%; with 50% employer match about $294,521 at 4% or $196,347 at 6%; with 100% employer match about $220,891 at 4% or $147,260 at 6%. |
| 2014 | 1 | 4 | $1,532,945 | $69,450 | $17,363iApproximate average salary by contribution assumption: employee only about $434,063 at 4% or $289,375 at 6%; with 50% employer match about $289,375 at 4% or $192,917 at 6%; with 100% employer match about $217,031 at 4% or $144,688 at 6%. |
| RICHARD A. SCHMIDT, D.D.S. ,LTD. 401(K) PROFIT SHARING PLAN | - | 4 | $1,532,945 | $69,450 | $17,363iApproximate average salary by contribution assumption: employee only about $434,063 at 4% or $289,375 at 6%; with 50% employer match about $289,375 at 4% or $192,917 at 6%; with 100% employer match about $217,031 at 4% or $144,688 at 6%. |
| 2013 | 1 | 4 | $1,419,362 | $78,836 | $19,709iApproximate average salary by contribution assumption: employee only about $492,725 at 4% or $328,483 at 6%; with 50% employer match about $328,483 at 4% or $218,989 at 6%; with 100% employer match about $246,363 at 4% or $164,242 at 6%. |
| RICHARD A. SCHMIDT, D.D.S. ,LTD. 401(K) PROFIT SHARING PLAN | - | 4 | $1,419,362 | $78,836 | $19,709iApproximate average salary by contribution assumption: employee only about $492,725 at 4% or $328,483 at 6%; with 50% employer match about $328,483 at 4% or $218,989 at 6%; with 100% employer match about $246,363 at 4% or $164,242 at 6%. |
| 2012 | 1 | 5 | $1,154,782 | $71,311 | $14,262iApproximate average salary by contribution assumption: employee only about $356,555 at 4% or $237,703 at 6%; with 50% employer match about $237,703 at 4% or $158,469 at 6%; with 100% employer match about $178,278 at 4% or $118,852 at 6%. |
| Richard a. Schmidt, D.D.S. Ltd. Money Purchase Pension Plan | - | 5 | $1,154,782 | $71,311 | $14,262iApproximate average salary by contribution assumption: employee only about $356,555 at 4% or $237,703 at 6%; with 50% employer match about $237,703 at 4% or $158,469 at 6%; with 100% employer match about $178,278 at 4% or $118,852 at 6%. |
| 2011 | 1 | 4 | $1,034,954 | $70,484 | $17,621iApproximate average salary by contribution assumption: employee only about $440,525 at 4% or $293,683 at 6%; with 50% employer match about $293,683 at 4% or $195,789 at 6%; with 100% employer match about $220,263 at 4% or $146,842 at 6%. |
| Richard a. Schmidt, D.D.S. Ltd. Money Purchase Pension Plan | - | 4 | $1,034,954 | $70,484 | $17,621iApproximate average salary by contribution assumption: employee only about $440,525 at 4% or $293,683 at 6%; with 50% employer match about $293,683 at 4% or $195,789 at 6%; with 100% employer match about $220,263 at 4% or $146,842 at 6%. |
| 2010 | 1 | 4 | $971,173 | $68,238 | $17,060iApproximate average salary by contribution assumption: employee only about $426,488 at 4% or $284,325 at 6%; with 50% employer match about $284,325 at 4% or $189,550 at 6%; with 100% employer match about $213,244 at 4% or $142,163 at 6%. |
| Richard a. Schmidt, D.D.S. Ltd. Money Purchase Pension Plan | - | 4 | $971,173 | $68,238 | $17,060iApproximate average salary by contribution assumption: employee only about $426,488 at 4% or $284,325 at 6%; with 50% employer match about $284,325 at 4% or $189,550 at 6%; with 100% employer match about $213,244 at 4% or $142,163 at 6%. |
| 2009 | 1 | 4 | $804,761 | $71,600 | $17,900iApproximate average salary by contribution assumption: employee only about $447,500 at 4% or $298,333 at 6%; with 50% employer match about $298,333 at 4% or $198,889 at 6%; with 100% employer match about $223,750 at 4% or $149,167 at 6%. |
| RICHARD A. SCHMIDT, D.D.S. ,LTD. 401(K) PROFIT SHARING PLAN | - | 4 | $804,761 | $71,600 | $17,900iApproximate average salary by contribution assumption: employee only about $447,500 at 4% or $298,333 at 6%; with 50% employer match about $298,333 at 4% or $198,889 at 6%; with 100% employer match about $223,750 at 4% or $149,167 at 6%. |
| 2008 | 1 | 4 | $606,335 | $69,562 | $17,391iApproximate average salary by contribution assumption: employee only about $434,763 at 4% or $289,842 at 6%; with 50% employer match about $289,842 at 4% or $193,228 at 6%; with 100% employer match about $217,381 at 4% or $144,921 at 6%. |
| RICHARD A. SCHMIDT, D.D.S. ,LTD. 401K PROFIT SHARING PLAN | - | 4 | $606,335 | $69,562 | $17,391iApproximate average salary by contribution assumption: employee only about $434,763 at 4% or $289,842 at 6%; with 50% employer match about $289,842 at 4% or $193,228 at 6%; with 100% employer match about $217,381 at 4% or $144,921 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| RICHARD A. SCHMIDT, D.D.S. ,LTD. 401K PROFIT SHARING PLAN | - | 4 | - | - | - |
| 2006 | 1 | 4 | $616,063 | $69,926 | $17,482iApproximate average salary by contribution assumption: employee only about $437,038 at 4% or $291,358 at 6%; with 50% employer match about $291,358 at 4% or $194,239 at 6%; with 100% employer match about $218,519 at 4% or $145,679 at 6%. |
| RICHARD A. SCHMIDT, D.D.S. ,LTD. 401K PROFIT SHARING PLAN | - | 4 | $616,063 | $69,926 | $17,482iApproximate average salary by contribution assumption: employee only about $437,038 at 4% or $291,358 at 6%; with 50% employer match about $291,358 at 4% or $194,239 at 6%; with 100% employer match about $218,519 at 4% or $145,679 at 6%. |
| 2005 | 1 | 4 | $474,135 | $64,740 | $16,185iApproximate average salary by contribution assumption: employee only about $404,625 at 4% or $269,750 at 6%; with 50% employer match about $269,750 at 4% or $179,833 at 6%; with 100% employer match about $202,313 at 4% or $134,875 at 6%. |
| RICHARD A. SCHMIDT, D.D.S. , LTD. 401K PROFIT SHARING PLAN | - | 4 | $474,135 | $64,740 | $16,185iApproximate average salary by contribution assumption: employee only about $404,625 at 4% or $269,750 at 6%; with 50% employer match about $269,750 at 4% or $179,833 at 6%; with 100% employer match about $202,313 at 4% or $134,875 at 6%. |
| 2004 | 1 | 4 | $390,047 | $65,002 | $16,251iApproximate average salary by contribution assumption: employee only about $406,263 at 4% or $270,842 at 6%; with 50% employer match about $270,842 at 4% or $180,561 at 6%; with 100% employer match about $203,131 at 4% or $135,421 at 6%. |
| RICHARD A. SCHMIDT, D.D.S. ,LTD. 401K PROFIT SHARING PLAN | - | 4 | $390,047 | $65,002 | $16,251iApproximate average salary by contribution assumption: employee only about $406,263 at 4% or $270,842 at 6%; with 50% employer match about $270,842 at 4% or $180,561 at 6%; with 100% employer match about $203,131 at 4% or $135,421 at 6%. |
| 2003 | 1 | 4 | $266,504 | $57,371 | $14,343iApproximate average salary by contribution assumption: employee only about $358,569 at 4% or $239,046 at 6%; with 50% employer match about $239,046 at 4% or $159,364 at 6%; with 100% employer match about $179,284 at 4% or $119,523 at 6%. |
| RICHARD A. SCHMIDT, D.D.S. ,LTD. 401K PROFIT SHARING PLAN | - | 4 | $266,504 | $57,371 | $14,343iApproximate average salary by contribution assumption: employee only about $358,569 at 4% or $239,046 at 6%; with 50% employer match about $239,046 at 4% or $159,364 at 6%; with 100% employer match about $179,284 at 4% or $119,523 at 6%. |
| 2002 | 3 | 4 | $181,079 | $55,939 | $13,985iApproximate average salary by contribution assumption: employee only about $349,619 at 4% or $233,079 at 6%; with 50% employer match about $233,079 at 4% or $155,386 at 6%; with 100% employer match about $174,809 at 4% or $116,540 at 6%. |
| RICHARD A. SCHMIDT, D.D.S. ,LTD. 401K PROFIT SHARING PLAN | - | 4 | $181,079 | $55,939 | $13,985iApproximate average salary by contribution assumption: employee only about $349,619 at 4% or $233,079 at 6%; with 50% employer match about $233,079 at 4% or $155,386 at 6%; with 100% employer match about $174,809 at 4% or $116,540 at 6%. |
| Richard a. Schmidt, D.D.S. Ltd. Money Purchase Pension Plan | - | 0 | - | - | - |
| RICHARD A. SCHMIDT, D.D.S., LTD. 401K PROFIT SHARING PLAN | - | 4 | - | - | - |
| 2001 | 2 | 3 | $149,599 | $47,613 | $15,871iApproximate average salary by contribution assumption: employee only about $396,775 at 4% or $264,517 at 6%; with 50% employer match about $264,517 at 4% or $176,344 at 6%; with 100% employer match about $198,388 at 4% or $132,258 at 6%. |
| Richard a. Schmidt, D.D.S. Ltd. Money Purchase Pension Plan | - | 3 | $82,987 | $18,779 | $6,260iApproximate average salary by contribution assumption: employee only about $156,492 at 4% or $104,328 at 6%; with 50% employer match about $104,328 at 4% or $69,552 at 6%; with 100% employer match about $78,246 at 4% or $52,164 at 6%. |
| RICHARD A. SCHMIDT, D.D.S. ,LTD. 401K PROFIT SHARING PLAN | - | 3 | $66,612 | $28,834 | $9,611iApproximate average salary by contribution assumption: employee only about $240,283 at 4% or $160,189 at 6%; with 50% employer match about $160,189 at 4% or $106,793 at 6%; with 100% employer match about $120,142 at 4% or $80,094 at 6%. |
| 2000 | 2 | 4 | $59,819 | $20,138 | $5,035iApproximate average salary by contribution assumption: employee only about $125,863 at 4% or $83,908 at 6%; with 50% employer match about $83,908 at 4% or $55,939 at 6%; with 100% employer match about $62,931 at 4% or $41,954 at 6%. |
| Richard a. Schmidt, D.D.S. Ltd. Money Purchase Pension Plan | - | 4 | $59,819 | $20,138 | $5,035iApproximate average salary by contribution assumption: employee only about $125,863 at 4% or $83,908 at 6%; with 50% employer match about $83,908 at 4% or $55,939 at 6%; with 100% employer match about $62,931 at 4% or $41,954 at 6%. |
| RICHARD A. SCHMIDT, D.D.S. ,LTD. 401K PROFIT SHARING PLAN | - | 4 | - | - | - |
| 1999 | 1 | 4 | $38,459 | $19,195 | $4,799iApproximate average salary by contribution assumption: employee only about $119,969 at 4% or $79,979 at 6%; with 50% employer match about $79,979 at 4% or $53,319 at 6%; with 100% employer match about $59,984 at 4% or $39,990 at 6%. |
| Richard a. Schmidt, D.D.S. Ltd. Money Purchase Pension Plan | - | 4 | $38,459 | $19,195 | $4,799iApproximate average salary by contribution assumption: employee only about $119,969 at 4% or $79,979 at 6%; with 50% employer match about $79,979 at 4% or $53,319 at 6%; with 100% employer match about $59,984 at 4% or $39,990 at 6%. |