Civic Intelligence

Ab Schmitz Agency Inc.

Plan context: Ab Schmitz Agency Inc. Cash Balance Pension Plan

EIN 39-0768886 • Racine, WI • 18 filings • 7 plans

2412 Lathrop AveRacine, WI 53405
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$116,967

2025 Contributions

$9,000

Historical Graphs

Total Assets Over Time

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

$2,175,791$1,087,896$0199920102024YearValue
$116,967Latest year 2024

Participants Over Time

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

1370199920102024YearValue
2Latest 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
202510$0$0-
Ab Schmitz Agency Inc. Cash Balance Pension Plan-0$0$0-
202422$116,967$9,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
Ab Schmitz Agency Inc. Cash Balance Pension Plan-2$116,967$9,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
A.B. Schmitz Agency Inc. Profit Sharing Plan and Trust-0$0$0-
202322$108,630$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Ab Schmitz Agency Inc. Cash Balance Pension Plan-2$108,630$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
A.B. Schmitz Agency Inc. Profit Sharing Plan and Trust-0$0$0-
201510$0$10,205-
A.B. Schmitz Agency Inc. 401K Profit Sharing Plan and Trust-0$0$10,205-
2014112$2,129,921$21,523$1,794iApproximate average salary by contribution assumption: employee only about $44,840 at 4% or $29,893 at 6%; with 50% employer match about $29,893 at 4% or $19,929 at 6%; with 100% employer match about $22,420 at 4% or $14,947 at 6%.
A.B. Schmitz Agency Inc. 401K Profit Sharing Plan and Trust-12$2,129,921$21,523$1,794iApproximate average salary by contribution assumption: employee only about $44,840 at 4% or $29,893 at 6%; with 50% employer match about $29,893 at 4% or $19,929 at 6%; with 100% employer match about $22,420 at 4% or $14,947 at 6%.
2013111$2,038,332$30,456$2,769iApproximate average salary by contribution assumption: employee only about $69,218 at 4% or $46,145 at 6%; with 50% employer match about $46,145 at 4% or $30,764 at 6%; with 100% employer match about $34,609 at 4% or $23,073 at 6%.
A.B. Schmitz Agency Inc. 401K Profit Sharing Plan and Trust-11$2,038,332$30,456$2,769iApproximate average salary by contribution assumption: employee only about $69,218 at 4% or $46,145 at 6%; with 50% employer match about $46,145 at 4% or $30,764 at 6%; with 100% employer match about $34,609 at 4% or $23,073 at 6%.
2012110$1,918,921$24,484$2,448iApproximate average salary by contribution assumption: employee only about $61,210 at 4% or $40,807 at 6%; with 50% employer match about $40,807 at 4% or $27,204 at 6%; with 100% employer match about $30,605 at 4% or $20,403 at 6%.
A.B. Schmitz Agency Inc. 401K Profit Sharing Plan and Trust-10$1,918,921$24,484$2,448iApproximate average salary by contribution assumption: employee only about $61,210 at 4% or $40,807 at 6%; with 50% employer match about $40,807 at 4% or $27,204 at 6%; with 100% employer match about $30,605 at 4% or $20,403 at 6%.
201119$1,675,130$174,355$19,373iApproximate average salary by contribution assumption: employee only about $484,319 at 4% or $322,880 at 6%; with 50% employer match about $322,880 at 4% or $215,253 at 6%; with 100% employer match about $242,160 at 4% or $161,440 at 6%.
A.B. Schmitz Agency Inc. 401K Profit Sharing Plan and Trust-9$1,675,130$174,355$19,373iApproximate average salary by contribution assumption: employee only about $484,319 at 4% or $322,880 at 6%; with 50% employer match about $322,880 at 4% or $215,253 at 6%; with 100% employer match about $242,160 at 4% or $161,440 at 6%.
2010111$2,175,791$175,727$15,975iApproximate average salary by contribution assumption: employee only about $399,380 at 4% or $266,253 at 6%; with 50% employer match about $266,253 at 4% or $177,502 at 6%; with 100% employer match about $199,690 at 4% or $133,127 at 6%.
A.B. Schmitz Agency Inc. 401K Profit Sharing Plan and Trust-11$2,175,791$175,727$15,975iApproximate average salary by contribution assumption: employee only about $399,380 at 4% or $266,253 at 6%; with 50% employer match about $266,253 at 4% or $177,502 at 6%; with 100% employer match about $199,690 at 4% or $133,127 at 6%.
2006113$1,653,455$94,551$7,273iApproximate average salary by contribution assumption: employee only about $181,829 at 4% or $121,219 at 6%; with 50% employer match about $121,219 at 4% or $80,813 at 6%; with 100% employer match about $90,914 at 4% or $60,610 at 6%.
A.B. Schmitz Agency Inc. 401K Profit Sharing Plan and Trust-13$1,653,455$94,551$7,273iApproximate average salary by contribution assumption: employee only about $181,829 at 4% or $121,219 at 6%; with 50% employer match about $121,219 at 4% or $80,813 at 6%; with 100% employer match about $90,914 at 4% or $60,610 at 6%.
2004111$1,296,077$157,420$14,311iApproximate average salary by contribution assumption: employee only about $357,773 at 4% or $238,515 at 6%; with 50% employer match about $238,515 at 4% or $159,010 at 6%; with 100% employer match about $178,886 at 4% or $119,258 at 6%.
A.B. Schmitz Agency Inc. 401K Profit Sharing Plan and Trust-11$1,296,077$157,420$14,311iApproximate average salary by contribution assumption: employee only about $357,773 at 4% or $238,515 at 6%; with 50% employer match about $238,515 at 4% or $159,010 at 6%; with 100% employer match about $178,886 at 4% or $119,258 at 6%.
2003112$1,203,470$126,584$10,549iApproximate average salary by contribution assumption: employee only about $263,717 at 4% or $175,811 at 6%; with 50% employer match about $175,811 at 4% or $117,207 at 6%; with 100% employer match about $131,858 at 4% or $87,906 at 6%.
A.B. Schmitz Agency Inc. 401K Profit Sharing Plan and Trust-12$1,203,470$126,584$10,549iApproximate average salary by contribution assumption: employee only about $263,717 at 4% or $175,811 at 6%; with 50% employer match about $175,811 at 4% or $117,207 at 6%; with 100% employer match about $131,858 at 4% or $87,906 at 6%.
200219$936,313$68,804$7,645iApproximate average salary by contribution assumption: employee only about $191,122 at 4% or $127,415 at 6%; with 50% employer match about $127,415 at 4% or $84,943 at 6%; with 100% employer match about $95,561 at 4% or $63,707 at 6%.
A.B. Schmitz Agency Inc. 401K Profit Sharing Plan and Trust-9$936,313$68,804$7,645iApproximate average salary by contribution assumption: employee only about $191,122 at 4% or $127,415 at 6%; with 50% employer match about $127,415 at 4% or $84,943 at 6%; with 100% employer match about $95,561 at 4% or $63,707 at 6%.
200118$1,002,149$55,212$6,902iApproximate average salary by contribution assumption: employee only about $172,538 at 4% or $115,025 at 6%; with 50% employer match about $115,025 at 4% or $76,683 at 6%; with 100% employer match about $86,269 at 4% or $57,513 at 6%.
A.B. Schmitz Agency Inc. 401K Profit Sharing Plan and Trust-8$1,002,149$55,212$6,902iApproximate average salary by contribution assumption: employee only about $172,538 at 4% or $115,025 at 6%; with 50% employer match about $115,025 at 4% or $76,683 at 6%; with 100% employer match about $86,269 at 4% or $57,513 at 6%.
200018$1,299,329$94,082$11,760iApproximate average salary by contribution assumption: employee only about $294,006 at 4% or $196,004 at 6%; with 50% employer match about $196,004 at 4% or $130,669 at 6%; with 100% employer match about $147,003 at 4% or $98,002 at 6%.
A.B. Schmitz Agency Inc. Profit Sharing Plan and Trust-8$1,299,329$94,082$11,760iApproximate average salary by contribution assumption: employee only about $294,006 at 4% or $196,004 at 6%; with 50% employer match about $196,004 at 4% or $130,669 at 6%; with 100% employer match about $147,003 at 4% or $98,002 at 6%.
199918$1,212,998$84,447$10,556iApproximate average salary by contribution assumption: employee only about $263,897 at 4% or $175,931 at 6%; with 50% employer match about $175,931 at 4% or $117,288 at 6%; with 100% employer match about $131,948 at 4% or $87,966 at 6%.
A.B. Schmitz Agency Inc. Profit Sharing Plan and Trust-8$1,212,998$84,447$10,556iApproximate average salary by contribution assumption: employee only about $263,897 at 4% or $175,931 at 6%; with 50% employer match about $175,931 at 4% or $117,288 at 6%; with 100% employer match about $131,948 at 4% or $87,966 at 6%.