Schmidtke Orthodontics Sc
Plan context: Schmidtke Orthodontics 401K Plan
EIN 39-1222594 • Appleton, WI • 30 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$2,500,112
2024 Contributions
$91,383
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 | 15 | $2,500,112 | $91,383 | $6,092iApproximate average salary by contribution assumption: employee only about $152,305 at 4% or $101,537 at 6%; with 50% employer match about $101,537 at 4% or $67,691 at 6%; with 100% employer match about $76,153 at 4% or $50,768 at 6%. |
| Schmidtke Orthodontics 401K Plan | - | 15 | $2,500,112 | $91,383 | $6,092iApproximate average salary by contribution assumption: employee only about $152,305 at 4% or $101,537 at 6%; with 50% employer match about $101,537 at 4% or $67,691 at 6%; with 100% employer match about $76,153 at 4% or $50,768 at 6%. |
| 2023 | 1 | 14 | $2,086,122 | $72,472 | $5,177iApproximate average salary by contribution assumption: employee only about $129,414 at 4% or $86,276 at 6%; with 50% employer match about $86,276 at 4% or $57,517 at 6%; with 100% employer match about $64,707 at 4% or $43,138 at 6%. |
| Schmidtke Orthodontics 401K Plan | - | 14 | $2,086,122 | $72,472 | $5,177iApproximate average salary by contribution assumption: employee only about $129,414 at 4% or $86,276 at 6%; with 50% employer match about $86,276 at 4% or $57,517 at 6%; with 100% employer match about $64,707 at 4% or $43,138 at 6%. |
| 2022 | 1 | 13 | $1,656,556 | $80,661 | $6,205iApproximate average salary by contribution assumption: employee only about $155,117 at 4% or $103,412 at 6%; with 50% employer match about $103,412 at 4% or $68,941 at 6%; with 100% employer match about $77,559 at 4% or $51,706 at 6%. |
| Schmidtke Orthodontics 401K Plan | - | 13 | $1,656,556 | $80,661 | $6,205iApproximate average salary by contribution assumption: employee only about $155,117 at 4% or $103,412 at 6%; with 50% employer match about $103,412 at 4% or $68,941 at 6%; with 100% employer match about $77,559 at 4% or $51,706 at 6%. |
| 2021 | 1 | 13 | $2,349,097 | $85,902 | $6,608iApproximate average salary by contribution assumption: employee only about $165,196 at 4% or $110,131 at 6%; with 50% employer match about $110,131 at 4% or $73,421 at 6%; with 100% employer match about $82,598 at 4% or $55,065 at 6%. |
| Schmidtke Orthodontics 401K Plan | - | 13 | $2,349,097 | $85,902 | $6,608iApproximate average salary by contribution assumption: employee only about $165,196 at 4% or $110,131 at 6%; with 50% employer match about $110,131 at 4% or $73,421 at 6%; with 100% employer match about $82,598 at 4% or $55,065 at 6%. |
| 2020 | 1 | 12 | $1,976,793 | $79,677 | $6,640iApproximate average salary by contribution assumption: employee only about $165,994 at 4% or $110,663 at 6%; with 50% employer match about $110,663 at 4% or $73,775 at 6%; with 100% employer match about $82,997 at 4% or $55,331 at 6%. |
| Schmidtke Orthodontics 401K Plan | - | 12 | $1,976,793 | $79,677 | $6,640iApproximate average salary by contribution assumption: employee only about $165,994 at 4% or $110,663 at 6%; with 50% employer match about $110,663 at 4% or $73,775 at 6%; with 100% employer match about $82,997 at 4% or $55,331 at 6%. |
| 2019 | 1 | 12 | $2,079,004 | $76,803 | $6,400iApproximate average salary by contribution assumption: employee only about $160,006 at 4% or $106,671 at 6%; with 50% employer match about $106,671 at 4% or $71,114 at 6%; with 100% employer match about $80,003 at 4% or $53,335 at 6%. |
| Schmidtke Orthodontics 401K Plan | - | 12 | $2,079,004 | $76,803 | $6,400iApproximate average salary by contribution assumption: employee only about $160,006 at 4% or $106,671 at 6%; with 50% employer match about $106,671 at 4% or $71,114 at 6%; with 100% employer match about $80,003 at 4% or $53,335 at 6%. |
| 2018 | 1 | 12 | $1,620,574 | $78,573 | $6,548iApproximate average salary by contribution assumption: employee only about $163,694 at 4% or $109,129 at 6%; with 50% employer match about $109,129 at 4% or $72,753 at 6%; with 100% employer match about $81,847 at 4% or $54,565 at 6%. |
| Schmidtke Orthodontics 401K Plan | - | 12 | $1,620,574 | $78,573 | $6,548iApproximate average salary by contribution assumption: employee only about $163,694 at 4% or $109,129 at 6%; with 50% employer match about $109,129 at 4% or $72,753 at 6%; with 100% employer match about $81,847 at 4% or $54,565 at 6%. |
| 2017 | 1 | 11 | $1,686,052 | $75,569 | $6,870iApproximate average salary by contribution assumption: employee only about $171,748 at 4% or $114,498 at 6%; with 50% employer match about $114,498 at 4% or $76,332 at 6%; with 100% employer match about $85,874 at 4% or $57,249 at 6%. |
| Schmidtke Orthodontics 401K Plan | - | 11 | $1,686,052 | $75,569 | $6,870iApproximate average salary by contribution assumption: employee only about $171,748 at 4% or $114,498 at 6%; with 50% employer match about $114,498 at 4% or $76,332 at 6%; with 100% employer match about $85,874 at 4% or $57,249 at 6%. |
| 2016 | 1 | 10 | $1,375,942 | $73,641 | $7,364iApproximate average salary by contribution assumption: employee only about $184,103 at 4% or $122,735 at 6%; with 50% employer match about $122,735 at 4% or $81,823 at 6%; with 100% employer match about $92,051 at 4% or $61,368 at 6%. |
| Schmidtke Orthodontics 401K Plan | - | 10 | $1,375,942 | $73,641 | $7,364iApproximate average salary by contribution assumption: employee only about $184,103 at 4% or $122,735 at 6%; with 50% employer match about $122,735 at 4% or $81,823 at 6%; with 100% employer match about $92,051 at 4% or $61,368 at 6%. |
| 2015 | 1 | 12 | $1,262,327 | $75,664 | $6,305iApproximate average salary by contribution assumption: employee only about $157,633 at 4% or $105,089 at 6%; with 50% employer match about $105,089 at 4% or $70,059 at 6%; with 100% employer match about $78,817 at 4% or $52,544 at 6%. |
| Schmidtke Orthodontics 401K Plan | - | 12 | $1,262,327 | $75,664 | $6,305iApproximate average salary by contribution assumption: employee only about $157,633 at 4% or $105,089 at 6%; with 50% employer match about $105,089 at 4% or $70,059 at 6%; with 100% employer match about $78,817 at 4% or $52,544 at 6%. |
| 2014 | 1 | 12 | $1,257,097 | $69,607 | $5,801iApproximate average salary by contribution assumption: employee only about $145,015 at 4% or $96,676 at 6%; with 50% employer match about $96,676 at 4% or $64,451 at 6%; with 100% employer match about $72,507 at 4% or $48,338 at 6%. |
| Schmidtke Orthodontics 401K Plan | - | 12 | $1,257,097 | $69,607 | $5,801iApproximate average salary by contribution assumption: employee only about $145,015 at 4% or $96,676 at 6%; with 50% employer match about $96,676 at 4% or $64,451 at 6%; with 100% employer match about $72,507 at 4% or $48,338 at 6%. |
| 2013 | 1 | 13 | $1,651,669 | $67,800 | $5,215iApproximate average salary by contribution assumption: employee only about $130,385 at 4% or $86,923 at 6%; with 50% employer match about $86,923 at 4% or $57,949 at 6%; with 100% employer match about $65,192 at 4% or $43,462 at 6%. |
| Schmidtke Orthodontics 401K Plan | - | 13 | $1,651,669 | $67,800 | $5,215iApproximate average salary by contribution assumption: employee only about $130,385 at 4% or $86,923 at 6%; with 50% employer match about $86,923 at 4% or $57,949 at 6%; with 100% employer match about $65,192 at 4% or $43,462 at 6%. |
| 2012 | 1 | 13 | $1,250,746 | $38,837 | $2,987iApproximate average salary by contribution assumption: employee only about $74,687 at 4% or $49,791 at 6%; with 50% employer match about $49,791 at 4% or $33,194 at 6%; with 100% employer match about $37,343 at 4% or $24,896 at 6%. |
| Schmidtke Orthodontics 401K Plan | - | 13 | $1,250,746 | $38,837 | $2,987iApproximate average salary by contribution assumption: employee only about $74,687 at 4% or $49,791 at 6%; with 50% employer match about $49,791 at 4% or $33,194 at 6%; with 100% employer match about $37,343 at 4% or $24,896 at 6%. |
| 2011 | 1 | 13 | $1,166,112 | $55,953 | $4,304iApproximate average salary by contribution assumption: employee only about $107,602 at 4% or $71,735 at 6%; with 50% employer match about $71,735 at 4% or $47,823 at 6%; with 100% employer match about $53,801 at 4% or $35,867 at 6%. |
| Schmidtke Orthodontics 401K Plan | - | 13 | $1,166,112 | $55,953 | $4,304iApproximate average salary by contribution assumption: employee only about $107,602 at 4% or $71,735 at 6%; with 50% employer match about $71,735 at 4% or $47,823 at 6%; with 100% employer match about $53,801 at 4% or $35,867 at 6%. |
| 2010 | 1 | 12 | $1,108,758 | $9,379 | $782iApproximate average salary by contribution assumption: employee only about $19,540 at 4% or $13,026 at 6%; with 50% employer match about $13,026 at 4% or $8,684 at 6%; with 100% employer match about $9,770 at 4% or $6,513 at 6%. |
| Schmidtke Orthodontics 401K Plan | - | 12 | $1,108,758 | $9,379 | $782iApproximate average salary by contribution assumption: employee only about $19,540 at 4% or $13,026 at 6%; with 50% employer match about $13,026 at 4% or $8,684 at 6%; with 100% employer match about $9,770 at 4% or $6,513 at 6%. |
| 2009 | 1 | 12 | $961,071 | $16,752 | $1,396iApproximate average salary by contribution assumption: employee only about $34,900 at 4% or $23,267 at 6%; with 50% employer match about $23,267 at 4% or $15,511 at 6%; with 100% employer match about $17,450 at 4% or $11,633 at 6%. |
| Schmidtke Orthodontics 401K Plan | - | 12 | $961,071 | $16,752 | $1,396iApproximate average salary by contribution assumption: employee only about $34,900 at 4% or $23,267 at 6%; with 50% employer match about $23,267 at 4% or $15,511 at 6%; with 100% employer match about $17,450 at 4% or $11,633 at 6%. |
| 2008 | 1 | 12 | $2,722,807 | $48,264 | $4,022iApproximate average salary by contribution assumption: employee only about $100,550 at 4% or $67,033 at 6%; with 50% employer match about $67,033 at 4% or $44,689 at 6%; with 100% employer match about $50,275 at 4% or $33,517 at 6%. |
| Schmidtke Orthodontics 401K Plan | - | 12 | $2,722,807 | $48,264 | $4,022iApproximate average salary by contribution assumption: employee only about $100,550 at 4% or $67,033 at 6%; with 50% employer match about $67,033 at 4% or $44,689 at 6%; with 100% employer match about $50,275 at 4% or $33,517 at 6%. |
| 2007 | 1 | 14 | $0 | $0 | - |
| Schmidtke Orthodontics 401K Plan | - | 14 | - | - | - |
| 2006 | 2 | 14 | $5,194,040 | $810,998 | $57,928iApproximate average salary by contribution assumption: employee only about $1,448,211 at 4% or $965,474 at 6%; with 50% employer match about $965,474 at 4% or $643,649 at 6%; with 100% employer match about $724,105 at 4% or $482,737 at 6%. |
| Schmidtke Orthodontics 401K Plan | - | 14 | $5,194,040 | $810,998 | $57,928iApproximate average salary by contribution assumption: employee only about $1,448,211 at 4% or $965,474 at 6%; with 50% employer match about $965,474 at 4% or $643,649 at 6%; with 100% employer match about $724,105 at 4% or $482,737 at 6%. |
| SCHMIDTKE ORTHODONTICS DEFINED BENEFIT PENSION PLAN | - | 0 | - | - | - |
| 2005 | 2 | 13 | $5,038,200 | $207,658 | $15,974iApproximate average salary by contribution assumption: employee only about $399,342 at 4% or $266,228 at 6%; with 50% employer match about $266,228 at 4% or $177,485 at 6%; with 100% employer match about $199,671 at 4% or $133,114 at 6%. |
| Schmidtke Orthodontics 401K Plan | - | 13 | $4,314,047 | $64,655 | $4,973iApproximate average salary by contribution assumption: employee only about $124,337 at 4% or $82,891 at 6%; with 50% employer match about $82,891 at 4% or $55,261 at 6%; with 100% employer match about $62,168 at 4% or $41,446 at 6%. |
| SCHMIDTKE ORTHODONTICS DEFINED BENEFIT PENSION PLAN | - | 12 | $724,153 | $143,003 | $11,917iApproximate average salary by contribution assumption: employee only about $297,923 at 4% or $198,615 at 6%; with 50% employer match about $198,615 at 4% or $132,410 at 6%; with 100% employer match about $148,961 at 4% or $99,308 at 6%. |
| 2004 | 2 | 14 | $4,391,569 | $238,546 | $17,039iApproximate average salary by contribution assumption: employee only about $425,975 at 4% or $283,983 at 6%; with 50% employer match about $283,983 at 4% or $189,322 at 6%; with 100% employer match about $212,988 at 4% or $141,992 at 6%. |
| Schmidtke Orthodontics 401K Plan | - | 14 | $3,868,247 | $73,942 | $5,282iApproximate average salary by contribution assumption: employee only about $132,039 at 4% or $88,026 at 6%; with 50% employer match about $88,026 at 4% or $58,684 at 6%; with 100% employer match about $66,020 at 4% or $44,013 at 6%. |
| SCHMIDTKE ORTHODONTICS DEFINED BENEFIT PENSION PLAN | - | 13 | $523,322 | $164,604 | $12,662iApproximate average salary by contribution assumption: employee only about $316,546 at 4% or $211,031 at 6%; with 50% employer match about $211,031 at 4% or $140,687 at 6%; with 100% employer match about $158,273 at 4% or $105,515 at 6%. |
| 2003 | 2 | 15 | $4,099,072 | $237,248 | $15,817iApproximate average salary by contribution assumption: employee only about $395,413 at 4% or $263,609 at 6%; with 50% employer match about $263,609 at 4% or $175,739 at 6%; with 100% employer match about $197,707 at 4% or $131,804 at 6%. |
| Schmidtke Orthodontics 401K Plan | - | 15 | $3,777,474 | $72,293 | $4,820iApproximate average salary by contribution assumption: employee only about $120,488 at 4% or $80,326 at 6%; with 50% employer match about $80,326 at 4% or $53,550 at 6%; with 100% employer match about $60,244 at 4% or $40,163 at 6%. |
| SCHMIDTKE ORTHODONTICS DEFINED BENEFIT PENSION PLAN | - | 14 | $321,598 | $164,955 | $11,783iApproximate average salary by contribution assumption: employee only about $294,563 at 4% or $196,375 at 6%; with 50% employer match about $196,375 at 4% or $130,917 at 6%; with 100% employer match about $147,281 at 4% or $98,188 at 6%. |
| 2002 | 1 | 13 | $142,276 | $142,276 | $10,944iApproximate average salary by contribution assumption: employee only about $273,608 at 4% or $182,405 at 6%; with 50% employer match about $182,405 at 4% or $121,603 at 6%; with 100% employer match about $136,804 at 4% or $91,203 at 6%. |
| SCHMIDTKE ORTHODONTICS DEFINED BENEFIT PENSION PLAN | - | 13 | $142,276 | $142,276 | $10,944iApproximate average salary by contribution assumption: employee only about $273,608 at 4% or $182,405 at 6%; with 50% employer match about $182,405 at 4% or $121,603 at 6%; with 100% employer match about $136,804 at 4% or $91,203 at 6%. |
| 2001 | 2 | 11 | $0 | $0 | - |
| Schmidtke Orthodontics 401K Plan | - | 11 | - | - | - |
| SCHMIDTKE ORTHODONTICS EMPLOYEES PENSION PLAN | - | 0 | - | - | - |
| 2000 | 1 | 13 | $0 | $0 | - |
| SCHMIDTKE ORTHODONTICS EMPLOYEES PENSION PLAN | - | 13 | - | - | - |