Schmidt & Bartelt Inc
Plan context: Schmidt & Bartelt Inc. Employee Stock Ownership Plan
EIN 39-0986146 • 25 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
30
2024 Assets
$10,779,900
2024 Contributions
$615,350
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 | 1 | 30 | $10,779,900 | $0 | - |
| Schmidt & Bartelt Inc. Employee Stock Ownership Plan | - | 30 | $10,779,900 | - | - |
| 2023 | 1 | 28 | $10,617,293 | $615,350 | $21,977iApproximate average salary by contribution assumption: employee only about $549,420 at 4% or $366,280 at 6%; with 50% employer match about $366,280 at 4% or $244,187 at 6%; with 100% employer match about $274,710 at 4% or $183,140 at 6%. |
| Schmidt & Bartelt Inc. Employee Stock Ownership Plan | - | 28 | $10,617,293 | $615,350 | $21,977iApproximate average salary by contribution assumption: employee only about $549,420 at 4% or $366,280 at 6%; with 50% employer match about $366,280 at 4% or $244,187 at 6%; with 100% employer match about $274,710 at 4% or $183,140 at 6%. |
| 2022 | 1 | 24 | $10,200,757 | $537,968 | $22,415iApproximate average salary by contribution assumption: employee only about $560,383 at 4% or $373,589 at 6%; with 50% employer match about $373,589 at 4% or $249,059 at 6%; with 100% employer match about $280,192 at 4% or $186,794 at 6%. |
| Schmidt & Bartelt Inc. Employee Stock Ownership Plan | - | 24 | $10,200,757 | $537,968 | $22,415iApproximate average salary by contribution assumption: employee only about $560,383 at 4% or $373,589 at 6%; with 50% employer match about $373,589 at 4% or $249,059 at 6%; with 100% employer match about $280,192 at 4% or $186,794 at 6%. |
| 2021 | 1 | 27 | $11,409,139 | $609,307 | $22,567iApproximate average salary by contribution assumption: employee only about $564,173 at 4% or $376,115 at 6%; with 50% employer match about $376,115 at 4% or $250,744 at 6%; with 100% employer match about $282,087 at 4% or $188,058 at 6%. |
| Schmidt & Bartelt Inc. Employee Stock Ownership Plan | - | 27 | $11,409,139 | $609,307 | $22,567iApproximate average salary by contribution assumption: employee only about $564,173 at 4% or $376,115 at 6%; with 50% employer match about $376,115 at 4% or $250,744 at 6%; with 100% employer match about $282,087 at 4% or $188,058 at 6%. |
| 2020 | 1 | 28 | $14,139,322 | $53,039 | $1,894iApproximate average salary by contribution assumption: employee only about $47,356 at 4% or $31,571 at 6%; with 50% employer match about $31,571 at 4% or $21,047 at 6%; with 100% employer match about $23,678 at 4% or $15,785 at 6%. |
| Schmidt & Bartelt Inc. Employee Stock Ownership Plan | - | 28 | $14,139,322 | $53,039 | $1,894iApproximate average salary by contribution assumption: employee only about $47,356 at 4% or $31,571 at 6%; with 50% employer match about $31,571 at 4% or $21,047 at 6%; with 100% employer match about $23,678 at 4% or $15,785 at 6%. |
| 2019 | 1 | 28 | $11,995,286 | $587,812 | $20,993iApproximate average salary by contribution assumption: employee only about $524,832 at 4% or $349,888 at 6%; with 50% employer match about $349,888 at 4% or $233,259 at 6%; with 100% employer match about $262,416 at 4% or $174,944 at 6%. |
| Schmidt & Bartelt Inc. Employee Stock Ownership Plan | - | 28 | $11,995,286 | $587,812 | $20,993iApproximate average salary by contribution assumption: employee only about $524,832 at 4% or $349,888 at 6%; with 50% employer match about $349,888 at 4% or $233,259 at 6%; with 100% employer match about $262,416 at 4% or $174,944 at 6%. |
| 2018 | 1 | 29 | $11,170,805 | $127,942 | $4,412iApproximate average salary by contribution assumption: employee only about $110,295 at 4% or $73,530 at 6%; with 50% employer match about $73,530 at 4% or $49,020 at 6%; with 100% employer match about $55,147 at 4% or $36,765 at 6%. |
| Schmidt & Bartelt Inc. Employee Stock Ownership Plan | - | 29 | $11,170,805 | $127,942 | $4,412iApproximate average salary by contribution assumption: employee only about $110,295 at 4% or $73,530 at 6%; with 50% employer match about $73,530 at 4% or $49,020 at 6%; with 100% employer match about $55,147 at 4% or $36,765 at 6%. |
| 2017 | 1 | 32 | $10,534,654 | $315,415 | $9,857iApproximate average salary by contribution assumption: employee only about $246,418 at 4% or $164,279 at 6%; with 50% employer match about $164,279 at 4% or $109,519 at 6%; with 100% employer match about $123,209 at 4% or $82,139 at 6%. |
| Schmidt & Bartelt Inc. Employee Stock Ownership Plan | - | 32 | $10,534,654 | $315,415 | $9,857iApproximate average salary by contribution assumption: employee only about $246,418 at 4% or $164,279 at 6%; with 50% employer match about $164,279 at 4% or $109,519 at 6%; with 100% employer match about $123,209 at 4% or $82,139 at 6%. |
| 2016 | 1 | 32 | $9,925,185 | $385,024 | $12,032iApproximate average salary by contribution assumption: employee only about $300,800 at 4% or $200,533 at 6%; with 50% employer match about $200,533 at 4% or $133,689 at 6%; with 100% employer match about $150,400 at 4% or $100,267 at 6%. |
| Schmidt & Bartelt Inc. Employee Stock Ownership Plan | - | 32 | $9,925,185 | $385,024 | $12,032iApproximate average salary by contribution assumption: employee only about $300,800 at 4% or $200,533 at 6%; with 50% employer match about $200,533 at 4% or $133,689 at 6%; with 100% employer match about $150,400 at 4% or $100,267 at 6%. |
| 2015 | 1 | 33 | $9,480,454 | $895,992 | $27,151iApproximate average salary by contribution assumption: employee only about $678,782 at 4% or $452,521 at 6%; with 50% employer match about $452,521 at 4% or $301,681 at 6%; with 100% employer match about $339,391 at 4% or $226,261 at 6%. |
| Schmidt & Bartelt Inc. Employee Stock Ownership Plan | - | 33 | $9,480,454 | $895,992 | $27,151iApproximate average salary by contribution assumption: employee only about $678,782 at 4% or $452,521 at 6%; with 50% employer match about $452,521 at 4% or $301,681 at 6%; with 100% employer match about $339,391 at 4% or $226,261 at 6%. |
| 2014 | 1 | 31 | $9,784,489 | $828,536 | $26,727iApproximate average salary by contribution assumption: employee only about $668,174 at 4% or $445,449 at 6%; with 50% employer match about $445,449 at 4% or $296,966 at 6%; with 100% employer match about $334,087 at 4% or $222,725 at 6%. |
| Schmidt & Bartelt Inc. Employee Stock Ownership Plan | - | 31 | $9,784,489 | $828,536 | $26,727iApproximate average salary by contribution assumption: employee only about $668,174 at 4% or $445,449 at 6%; with 50% employer match about $445,449 at 4% or $296,966 at 6%; with 100% employer match about $334,087 at 4% or $222,725 at 6%. |
| 2013 | 1 | 36 | $9,336,375 | $684,098 | $19,003iApproximate average salary by contribution assumption: employee only about $475,068 at 4% or $316,712 at 6%; with 50% employer match about $316,712 at 4% or $211,141 at 6%; with 100% employer match about $237,534 at 4% or $158,356 at 6%. |
| Schmidt & Bartelt Inc. Employee Stock Ownership Plan | - | 36 | $9,336,375 | $684,098 | $19,003iApproximate average salary by contribution assumption: employee only about $475,068 at 4% or $316,712 at 6%; with 50% employer match about $316,712 at 4% or $211,141 at 6%; with 100% employer match about $237,534 at 4% or $158,356 at 6%. |
| 2012 | 1 | 36 | $9,546,133 | $521,594 | $14,489iApproximate average salary by contribution assumption: employee only about $362,218 at 4% or $241,479 at 6%; with 50% employer match about $241,479 at 4% or $160,986 at 6%; with 100% employer match about $181,109 at 4% or $120,739 at 6%. |
| Schmidt & Bartelt Inc. Employee Stock Ownership Plan | - | 36 | $9,546,133 | $521,594 | $14,489iApproximate average salary by contribution assumption: employee only about $362,218 at 4% or $241,479 at 6%; with 50% employer match about $241,479 at 4% or $160,986 at 6%; with 100% employer match about $181,109 at 4% or $120,739 at 6%. |
| 2011 | 1 | 36 | $9,185,598 | $501,954 | $13,943iApproximate average salary by contribution assumption: employee only about $348,579 at 4% or $232,386 at 6%; with 50% employer match about $232,386 at 4% or $154,924 at 6%; with 100% employer match about $174,290 at 4% or $116,193 at 6%. |
| Schmidt & Bartelt Inc. Employee Stock Ownership Plan | - | 36 | $9,185,598 | $501,954 | $13,943iApproximate average salary by contribution assumption: employee only about $348,579 at 4% or $232,386 at 6%; with 50% employer match about $232,386 at 4% or $154,924 at 6%; with 100% employer match about $174,290 at 4% or $116,193 at 6%. |
| 2010 | 1 | 33 | $9,068,230 | $464,849 | $14,086iApproximate average salary by contribution assumption: employee only about $352,158 at 4% or $234,772 at 6%; with 50% employer match about $234,772 at 4% or $156,515 at 6%; with 100% employer match about $176,079 at 4% or $117,386 at 6%. |
| Schmidt & Bartelt Inc. Employee Stock Ownership Plan | - | 33 | $9,068,230 | $464,849 | $14,086iApproximate average salary by contribution assumption: employee only about $352,158 at 4% or $234,772 at 6%; with 50% employer match about $234,772 at 4% or $156,515 at 6%; with 100% employer match about $176,079 at 4% or $117,386 at 6%. |
| 2009 | 1 | 40 | $9,244,196 | $563,650 | $14,091iApproximate average salary by contribution assumption: employee only about $352,281 at 4% or $234,854 at 6%; with 50% employer match about $234,854 at 4% or $156,569 at 6%; with 100% employer match about $176,141 at 4% or $117,427 at 6%. |
| Schmidt & Bartelt Inc. Employee Stock Ownership Plan | - | 40 | $9,244,196 | $563,650 | $14,091iApproximate average salary by contribution assumption: employee only about $352,281 at 4% or $234,854 at 6%; with 50% employer match about $234,854 at 4% or $156,569 at 6%; with 100% employer match about $176,141 at 4% or $117,427 at 6%. |
| 2008 | 1 | 35 | $0 | $0 | - |
| Schmidt & Bartelt Inc. Employee Stock Ownership Plan | - | 35 | - | - | - |
| 2006 | 1 | 34 | $9,014,249 | $537,615 | $15,812iApproximate average salary by contribution assumption: employee only about $395,305 at 4% or $263,537 at 6%; with 50% employer match about $263,537 at 4% or $175,691 at 6%; with 100% employer match about $197,653 at 4% or $131,768 at 6%. |
| Schmidt & Bartelt Inc. Employee Stock Ownership Plan | - | 34 | $9,014,249 | $537,615 | $15,812iApproximate average salary by contribution assumption: employee only about $395,305 at 4% or $263,537 at 6%; with 50% employer match about $263,537 at 4% or $175,691 at 6%; with 100% employer match about $197,653 at 4% or $131,768 at 6%. |
| 2005 | 1 | 34 | $8,321,941 | $514,195 | $15,123iApproximate average salary by contribution assumption: employee only about $378,085 at 4% or $252,056 at 6%; with 50% employer match about $252,056 at 4% or $168,038 at 6%; with 100% employer match about $189,042 at 4% or $126,028 at 6%. |
| Schmidt & Bartelt Inc. Employee Stock Ownership Plan | - | 34 | $8,321,941 | $514,195 | $15,123iApproximate average salary by contribution assumption: employee only about $378,085 at 4% or $252,056 at 6%; with 50% employer match about $252,056 at 4% or $168,038 at 6%; with 100% employer match about $189,042 at 4% or $126,028 at 6%. |
| 2004 | 1 | 37 | $7,448,008 | $442,732 | $11,966iApproximate average salary by contribution assumption: employee only about $299,143 at 4% or $199,429 at 6%; with 50% employer match about $199,429 at 4% or $132,953 at 6%; with 100% employer match about $149,572 at 4% or $99,714 at 6%. |
| Schmidt & Bartelt Inc. Employee Stock Ownership Plan | - | 37 | $7,448,008 | $442,732 | $11,966iApproximate average salary by contribution assumption: employee only about $299,143 at 4% or $199,429 at 6%; with 50% employer match about $199,429 at 4% or $132,953 at 6%; with 100% employer match about $149,572 at 4% or $99,714 at 6%. |
| 2003 | 1 | 38 | $0 | $0 | - |
| Schmidt & Bartelt Inc. Employee Stock Ownership Plan | - | 38 | - | - | - |
| 2002 | 1 | 40 | $0 | $0 | - |
| Schmidt & Bartelt Inc. Employee Stock Ownership Plan | - | 40 | - | - | - |
| 2001 | 1 | 41 | $0 | $0 | - |
| Schmidt & Bartelt Inc. Employee Stock Ownership Plan | - | 41 | - | - | - |
| 2000 | 1 | 39 | $6,144,627 | $376,812 | $9,662iApproximate average salary by contribution assumption: employee only about $241,546 at 4% or $161,031 at 6%; with 50% employer match about $161,031 at 4% or $107,354 at 6%; with 100% employer match about $120,773 at 4% or $80,515 at 6%. |
| Schmidt & Bartelt Inc. Employee Stock Ownership Plan | - | 39 | $6,144,627 | $376,812 | $9,662iApproximate average salary by contribution assumption: employee only about $241,546 at 4% or $161,031 at 6%; with 50% employer match about $161,031 at 4% or $107,354 at 6%; with 100% employer match about $120,773 at 4% or $80,515 at 6%. |
| 1999 | 1 | 0 | $0 | $0 | - |
| Schmidt & Bartelt Inc Employer Sponsored Fringe Benefit Plan | - | 0 | - | - | - |