Kathy Schaeffer & Associates Inc.
Plan context: Kathy Schaeffer & Associates Inc. 401(K) Plan
EIN 36-4118407 • Omena, MI • 5 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
14
2016 Assets
$489,355
2016 Contributions
$35
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $35 | - |
| Kathy Schaeffer & Associates Inc. 401(K) Plan | - | 0 | $0 | $35 | - |
| 2015 | 1 | 14 | $489,355 | $55,360 | $3,954iApproximate average salary by contribution assumption: employee only about $98,857 at 4% or $65,905 at 6%; with 50% employer match about $65,905 at 4% or $43,937 at 6%; with 100% employer match about $49,429 at 4% or $32,952 at 6%. |
| Kathy Schaeffer & Associates Inc. 401(K) Plan | - | 14 | $489,355 | $55,360 | $3,954iApproximate average salary by contribution assumption: employee only about $98,857 at 4% or $65,905 at 6%; with 50% employer match about $65,905 at 4% or $43,937 at 6%; with 100% employer match about $49,429 at 4% or $32,952 at 6%. |
| 2014 | 1 | 11 | $449,970 | $93,145 | $8,468iApproximate average salary by contribution assumption: employee only about $211,693 at 4% or $141,129 at 6%; with 50% employer match about $141,129 at 4% or $94,086 at 6%; with 100% employer match about $105,847 at 4% or $70,564 at 6%. |
| Kathy Schaeffer & Associates Inc. 401(K) Plan | - | 11 | $449,970 | $93,145 | $8,468iApproximate average salary by contribution assumption: employee only about $211,693 at 4% or $141,129 at 6%; with 50% employer match about $141,129 at 4% or $94,086 at 6%; with 100% employer match about $105,847 at 4% or $70,564 at 6%. |
| 2013 | 1 | 10 | $367,994 | $95,314 | $9,531iApproximate average salary by contribution assumption: employee only about $238,285 at 4% or $158,857 at 6%; with 50% employer match about $158,857 at 4% or $105,904 at 6%; with 100% employer match about $119,143 at 4% or $79,428 at 6%. |
| Kathy Schaeffer & Associates Inc. 401(K) Plan | - | 10 | $367,994 | $95,314 | $9,531iApproximate average salary by contribution assumption: employee only about $238,285 at 4% or $158,857 at 6%; with 50% employer match about $158,857 at 4% or $105,904 at 6%; with 100% employer match about $119,143 at 4% or $79,428 at 6%. |
| 2012 | 1 | 9 | $233,701 | $224,575 | $24,953iApproximate average salary by contribution assumption: employee only about $623,819 at 4% or $415,880 at 6%; with 50% employer match about $415,880 at 4% or $277,253 at 6%; with 100% employer match about $311,910 at 4% or $207,940 at 6%. |
| Kathy Schaeffer & Associates Inc. 401(K) Plan | - | 9 | $233,701 | $224,575 | $24,953iApproximate average salary by contribution assumption: employee only about $623,819 at 4% or $415,880 at 6%; with 50% employer match about $415,880 at 4% or $277,253 at 6%; with 100% employer match about $311,910 at 4% or $207,940 at 6%. |