Schultz & Chez LLP
Plan context: Schultz & Chez LLP 401K Plan
EIN 36-4199464 • Chicago, IL • 27 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$5,481,059
2025 Contributions
$235,533
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 14 | $5,481,059 | $235,533 | $16,824iApproximate average salary by contribution assumption: employee only about $420,595 at 4% or $280,396 at 6%; with 50% employer match about $280,396 at 4% or $186,931 at 6%; with 100% employer match about $210,297 at 4% or $140,198 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 14 | $5,481,059 | $235,533 | $16,824iApproximate average salary by contribution assumption: employee only about $420,595 at 4% or $280,396 at 6%; with 50% employer match about $280,396 at 4% or $186,931 at 6%; with 100% employer match about $210,297 at 4% or $140,198 at 6%. |
| 2024 | 1 | 12 | $4,991,430 | $170,859 | $14,238iApproximate average salary by contribution assumption: employee only about $355,956 at 4% or $237,304 at 6%; with 50% employer match about $237,304 at 4% or $158,203 at 6%; with 100% employer match about $177,978 at 4% or $118,652 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 12 | $4,991,430 | $170,859 | $14,238iApproximate average salary by contribution assumption: employee only about $355,956 at 4% or $237,304 at 6%; with 50% employer match about $237,304 at 4% or $158,203 at 6%; with 100% employer match about $177,978 at 4% or $118,652 at 6%. |
| 2023 | 1 | 12 | $5,101,726 | $146,136 | $12,178iApproximate average salary by contribution assumption: employee only about $304,450 at 4% or $202,967 at 6%; with 50% employer match about $202,967 at 4% or $135,311 at 6%; with 100% employer match about $152,225 at 4% or $101,483 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 12 | $5,101,726 | $146,136 | $12,178iApproximate average salary by contribution assumption: employee only about $304,450 at 4% or $202,967 at 6%; with 50% employer match about $202,967 at 4% or $135,311 at 6%; with 100% employer match about $152,225 at 4% or $101,483 at 6%. |
| 2022 | 1 | 11 | $5,062,157 | $244,494 | $22,227iApproximate average salary by contribution assumption: employee only about $555,668 at 4% or $370,445 at 6%; with 50% employer match about $370,445 at 4% or $246,964 at 6%; with 100% employer match about $277,834 at 4% or $185,223 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 11 | $5,062,157 | $244,494 | $22,227iApproximate average salary by contribution assumption: employee only about $555,668 at 4% or $370,445 at 6%; with 50% employer match about $370,445 at 4% or $246,964 at 6%; with 100% employer match about $277,834 at 4% or $185,223 at 6%. |
| 2021 | 1 | 12 | $5,515,993 | $230,651 | $19,221iApproximate average salary by contribution assumption: employee only about $480,523 at 4% or $320,349 at 6%; with 50% employer match about $320,349 at 4% or $213,566 at 6%; with 100% employer match about $240,261 at 4% or $160,174 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 12 | $5,515,993 | $230,651 | $19,221iApproximate average salary by contribution assumption: employee only about $480,523 at 4% or $320,349 at 6%; with 50% employer match about $320,349 at 4% or $213,566 at 6%; with 100% employer match about $240,261 at 4% or $160,174 at 6%. |
| 2020 | 1 | 13 | $4,809,548 | $175,123 | $13,471iApproximate average salary by contribution assumption: employee only about $336,775 at 4% or $224,517 at 6%; with 50% employer match about $224,517 at 4% or $149,678 at 6%; with 100% employer match about $168,388 at 4% or $112,258 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 13 | $4,809,548 | $175,123 | $13,471iApproximate average salary by contribution assumption: employee only about $336,775 at 4% or $224,517 at 6%; with 50% employer match about $224,517 at 4% or $149,678 at 6%; with 100% employer match about $168,388 at 4% or $112,258 at 6%. |
| 2019 | 1 | 13 | $4,218,326 | $216,689 | $16,668iApproximate average salary by contribution assumption: employee only about $416,710 at 4% or $277,806 at 6%; with 50% employer match about $277,806 at 4% or $185,204 at 6%; with 100% employer match about $208,355 at 4% or $138,903 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 13 | $4,218,326 | $216,689 | $16,668iApproximate average salary by contribution assumption: employee only about $416,710 at 4% or $277,806 at 6%; with 50% employer match about $277,806 at 4% or $185,204 at 6%; with 100% employer match about $208,355 at 4% or $138,903 at 6%. |
| 2018 | 1 | 13 | $3,467,839 | $227,478 | $17,498iApproximate average salary by contribution assumption: employee only about $437,458 at 4% or $291,638 at 6%; with 50% employer match about $291,638 at 4% or $194,426 at 6%; with 100% employer match about $218,729 at 4% or $145,819 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 13 | $3,467,839 | $227,478 | $17,498iApproximate average salary by contribution assumption: employee only about $437,458 at 4% or $291,638 at 6%; with 50% employer match about $291,638 at 4% or $194,426 at 6%; with 100% employer match about $218,729 at 4% or $145,819 at 6%. |
| 2017 | 1 | 13 | $3,305,183 | $215,211 | $16,555iApproximate average salary by contribution assumption: employee only about $413,867 at 4% or $275,912 at 6%; with 50% employer match about $275,912 at 4% or $183,941 at 6%; with 100% employer match about $206,934 at 4% or $137,956 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 13 | $3,305,183 | $215,211 | $16,555iApproximate average salary by contribution assumption: employee only about $413,867 at 4% or $275,912 at 6%; with 50% employer match about $275,912 at 4% or $183,941 at 6%; with 100% employer match about $206,934 at 4% or $137,956 at 6%. |
| 2016 | 1 | 12 | $2,808,402 | $190,123 | $15,844iApproximate average salary by contribution assumption: employee only about $396,090 at 4% or $264,060 at 6%; with 50% employer match about $264,060 at 4% or $176,040 at 6%; with 100% employer match about $198,045 at 4% or $132,030 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 12 | $2,808,402 | $190,123 | $15,844iApproximate average salary by contribution assumption: employee only about $396,090 at 4% or $264,060 at 6%; with 50% employer match about $264,060 at 4% or $176,040 at 6%; with 100% employer match about $198,045 at 4% or $132,030 at 6%. |
| 2015 | 1 | 14 | $2,531,868 | $177,697 | $12,693iApproximate average salary by contribution assumption: employee only about $317,316 at 4% or $211,544 at 6%; with 50% employer match about $211,544 at 4% or $141,029 at 6%; with 100% employer match about $158,658 at 4% or $105,772 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 14 | $2,531,868 | $177,697 | $12,693iApproximate average salary by contribution assumption: employee only about $317,316 at 4% or $211,544 at 6%; with 50% employer match about $211,544 at 4% or $141,029 at 6%; with 100% employer match about $158,658 at 4% or $105,772 at 6%. |
| 2014 | 1 | 13 | $2,481,047 | $174,305 | $13,408iApproximate average salary by contribution assumption: employee only about $335,202 at 4% or $223,468 at 6%; with 50% employer match about $223,468 at 4% or $148,979 at 6%; with 100% employer match about $167,601 at 4% or $111,734 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 13 | $2,481,047 | $174,305 | $13,408iApproximate average salary by contribution assumption: employee only about $335,202 at 4% or $223,468 at 6%; with 50% employer match about $223,468 at 4% or $148,979 at 6%; with 100% employer match about $167,601 at 4% or $111,734 at 6%. |
| 2013 | 1 | 13 | $2,292,432 | $173,229 | $13,325iApproximate average salary by contribution assumption: employee only about $333,133 at 4% or $222,088 at 6%; with 50% employer match about $222,088 at 4% or $148,059 at 6%; with 100% employer match about $166,566 at 4% or $111,044 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 13 | $2,292,432 | $173,229 | $13,325iApproximate average salary by contribution assumption: employee only about $333,133 at 4% or $222,088 at 6%; with 50% employer match about $222,088 at 4% or $148,059 at 6%; with 100% employer match about $166,566 at 4% or $111,044 at 6%. |
| 2012 | 1 | 15 | $1,972,090 | $187,886 | $12,526iApproximate average salary by contribution assumption: employee only about $313,143 at 4% or $208,762 at 6%; with 50% employer match about $208,762 at 4% or $139,175 at 6%; with 100% employer match about $156,572 at 4% or $104,381 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 15 | $1,972,090 | $187,886 | $12,526iApproximate average salary by contribution assumption: employee only about $313,143 at 4% or $208,762 at 6%; with 50% employer match about $208,762 at 4% or $139,175 at 6%; with 100% employer match about $156,572 at 4% or $104,381 at 6%. |
| 2011 | 1 | 15 | $1,736,572 | $184,639 | $12,309iApproximate average salary by contribution assumption: employee only about $307,732 at 4% or $205,154 at 6%; with 50% employer match about $205,154 at 4% or $136,770 at 6%; with 100% employer match about $153,866 at 4% or $102,577 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 15 | $1,736,572 | $184,639 | $12,309iApproximate average salary by contribution assumption: employee only about $307,732 at 4% or $205,154 at 6%; with 50% employer match about $205,154 at 4% or $136,770 at 6%; with 100% employer match about $153,866 at 4% or $102,577 at 6%. |
| 2010 | 1 | 15 | $1,584,404 | $133,121 | $8,875iApproximate average salary by contribution assumption: employee only about $221,868 at 4% or $147,912 at 6%; with 50% employer match about $147,912 at 4% or $98,608 at 6%; with 100% employer match about $110,934 at 4% or $73,956 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 15 | $1,584,404 | $133,121 | $8,875iApproximate average salary by contribution assumption: employee only about $221,868 at 4% or $147,912 at 6%; with 50% employer match about $147,912 at 4% or $98,608 at 6%; with 100% employer match about $110,934 at 4% or $73,956 at 6%. |
| 2009 | 1 | 14 | $1,338,161 | $158,567 | $11,326iApproximate average salary by contribution assumption: employee only about $283,155 at 4% or $188,770 at 6%; with 50% employer match about $188,770 at 4% or $125,847 at 6%; with 100% employer match about $141,578 at 4% or $94,385 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 14 | $1,338,161 | $158,567 | $11,326iApproximate average salary by contribution assumption: employee only about $283,155 at 4% or $188,770 at 6%; with 50% employer match about $188,770 at 4% or $125,847 at 6%; with 100% employer match about $141,578 at 4% or $94,385 at 6%. |
| 2008 | 1 | 12 | $1,056,870 | $148,905 | $12,409iApproximate average salary by contribution assumption: employee only about $310,219 at 4% or $206,813 at 6%; with 50% employer match about $206,813 at 4% or $137,875 at 6%; with 100% employer match about $155,109 at 4% or $103,406 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 12 | $1,056,870 | $148,905 | $12,409iApproximate average salary by contribution assumption: employee only about $310,219 at 4% or $206,813 at 6%; with 50% employer match about $206,813 at 4% or $137,875 at 6%; with 100% employer match about $155,109 at 4% or $103,406 at 6%. |
| 2007 | 1 | 13 | $1,124,391 | $139,747 | $10,750iApproximate average salary by contribution assumption: employee only about $268,744 at 4% or $179,163 at 6%; with 50% employer match about $179,163 at 4% or $119,442 at 6%; with 100% employer match about $134,372 at 4% or $89,581 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 13 | $1,124,391 | $139,747 | $10,750iApproximate average salary by contribution assumption: employee only about $268,744 at 4% or $179,163 at 6%; with 50% employer match about $179,163 at 4% or $119,442 at 6%; with 100% employer match about $134,372 at 4% or $89,581 at 6%. |
| 2006 | 1 | 10 | $935,401 | $134,990 | $13,499iApproximate average salary by contribution assumption: employee only about $337,475 at 4% or $224,983 at 6%; with 50% employer match about $224,983 at 4% or $149,989 at 6%; with 100% employer match about $168,738 at 4% or $112,492 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 10 | $935,401 | $134,990 | $13,499iApproximate average salary by contribution assumption: employee only about $337,475 at 4% or $224,983 at 6%; with 50% employer match about $224,983 at 4% or $149,989 at 6%; with 100% employer match about $168,738 at 4% or $112,492 at 6%. |
| 2005 | 1 | 10 | $726,789 | $60,319 | $6,032iApproximate average salary by contribution assumption: employee only about $150,798 at 4% or $100,532 at 6%; with 50% employer match about $100,532 at 4% or $67,021 at 6%; with 100% employer match about $75,399 at 4% or $50,266 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 10 | $726,789 | $60,319 | $6,032iApproximate average salary by contribution assumption: employee only about $150,798 at 4% or $100,532 at 6%; with 50% employer match about $100,532 at 4% or $67,021 at 6%; with 100% employer match about $75,399 at 4% or $50,266 at 6%. |
| 2004 | 1 | 10 | $643,197 | $54,337 | $5,434iApproximate average salary by contribution assumption: employee only about $135,843 at 4% or $90,562 at 6%; with 50% employer match about $90,562 at 4% or $60,374 at 6%; with 100% employer match about $67,921 at 4% or $45,281 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 10 | $643,197 | $54,337 | $5,434iApproximate average salary by contribution assumption: employee only about $135,843 at 4% or $90,562 at 6%; with 50% employer match about $90,562 at 4% or $60,374 at 6%; with 100% employer match about $67,921 at 4% or $45,281 at 6%. |
| 2003 | 1 | 12 | $557,886 | $50,721 | $4,227iApproximate average salary by contribution assumption: employee only about $105,669 at 4% or $70,446 at 6%; with 50% employer match about $70,446 at 4% or $46,964 at 6%; with 100% employer match about $52,834 at 4% or $35,223 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 12 | $557,886 | $50,721 | $4,227iApproximate average salary by contribution assumption: employee only about $105,669 at 4% or $70,446 at 6%; with 50% employer match about $70,446 at 4% or $46,964 at 6%; with 100% employer match about $52,834 at 4% or $35,223 at 6%. |
| 2002 | 1 | 10 | $444,686 | $54,471 | $5,447iApproximate average salary by contribution assumption: employee only about $136,178 at 4% or $90,785 at 6%; with 50% employer match about $90,785 at 4% or $60,523 at 6%; with 100% employer match about $68,089 at 4% or $45,393 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 10 | $444,686 | $54,471 | $5,447iApproximate average salary by contribution assumption: employee only about $136,178 at 4% or $90,785 at 6%; with 50% employer match about $90,785 at 4% or $60,523 at 6%; with 100% employer match about $68,089 at 4% or $45,393 at 6%. |
| 2001 | 1 | 12 | $0 | $0 | - |
| Schultz & Chez LLP 401K Plan | - | 12 | - | - | - |
| 2000 | 1 | 11 | $451,547 | $19,869 | $1,806iApproximate average salary by contribution assumption: employee only about $45,157 at 4% or $30,105 at 6%; with 50% employer match about $30,105 at 4% or $20,070 at 6%; with 100% employer match about $22,578 at 4% or $15,052 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 11 | $451,547 | $19,869 | $1,806iApproximate average salary by contribution assumption: employee only about $45,157 at 4% or $30,105 at 6%; with 50% employer match about $30,105 at 4% or $20,070 at 6%; with 100% employer match about $22,578 at 4% or $15,052 at 6%. |
| 1999 | 1 | 11 | $543,932 | $34,615 | $3,147iApproximate average salary by contribution assumption: employee only about $78,670 at 4% or $52,447 at 6%; with 50% employer match about $52,447 at 4% or $34,965 at 6%; with 100% employer match about $39,335 at 4% or $26,223 at 6%. |
| Schultz & Chez LLP 401K Plan | - | 11 | $543,932 | $34,615 | $3,147iApproximate average salary by contribution assumption: employee only about $78,670 at 4% or $52,447 at 6%; with 50% employer match about $52,447 at 4% or $34,965 at 6%; with 100% employer match about $39,335 at 4% or $26,223 at 6%. |