Civic Intelligence

Jack Schroeder and Associates LLC

Plan context: Jack Schroeder and Associates LLC 401 (K) Plan

EIN 39-1460915 • Green Bay, WI • 11 filings • 4 plans

2064 Allouez AveGreen Bay, WI 54311
Current Snapshot

Latest Year

2024

2024 Participants

98

2024 Assets

$6,116,117

2024 Contributions

$844,066

Historical Graphs

Total Assets Over Time

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

$7,406,877$3,703,439$0201720212024YearValue
$6,116,117Latest year 2024

Participants Over Time

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

104520201720212024YearValue
98Latest 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
2024198$6,116,117$844,066$8,613iApproximate average salary by contribution assumption: employee only about $215,323 at 4% or $143,549 at 6%; with 50% employer match about $143,549 at 4% or $95,699 at 6%; with 100% employer match about $107,661 at 4% or $71,774 at 6%.
Jack Schroeder and Associates LLC 401 (K) Plan-98$6,116,117$844,066$8,613iApproximate average salary by contribution assumption: employee only about $215,323 at 4% or $143,549 at 6%; with 50% employer match about $143,549 at 4% or $95,699 at 6%; with 100% employer match about $107,661 at 4% or $71,774 at 6%.
2023298$4,963,894$1,055,622$10,772iApproximate average salary by contribution assumption: employee only about $269,291 at 4% or $179,528 at 6%; with 50% employer match about $179,528 at 4% or $119,685 at 6%; with 100% employer match about $134,646 at 4% or $89,764 at 6%.
Jack Schroeder and Associates LLC 401 (K) Plan-98$4,963,894$1,055,622$10,772iApproximate average salary by contribution assumption: employee only about $269,291 at 4% or $179,528 at 6%; with 50% employer match about $179,528 at 4% or $119,685 at 6%; with 100% employer match about $134,646 at 4% or $89,764 at 6%.
JACK SCHROEDER AND ASSOCIATES, INC BENEFIT PLAN-94---
2022295$4,165,472$801,028$8,432iApproximate average salary by contribution assumption: employee only about $210,797 at 4% or $140,531 at 6%; with 50% employer match about $140,531 at 4% or $93,687 at 6%; with 100% employer match about $105,398 at 4% or $70,266 at 6%.
Jack Schroeder and Associates LLC 401 (K) Plan-95$4,165,472$801,028$8,432iApproximate average salary by contribution assumption: employee only about $210,797 at 4% or $140,531 at 6%; with 50% employer match about $140,531 at 4% or $93,687 at 6%; with 100% employer match about $105,398 at 4% or $70,266 at 6%.
JACK SCHROEDER AND ASSOCIATES, INC BENEFIT PLAN-95---
20212104$7,406,877$1,004,987$9,663iApproximate average salary by contribution assumption: employee only about $241,583 at 4% or $161,056 at 6%; with 50% employer match about $161,056 at 4% or $107,370 at 6%; with 100% employer match about $120,792 at 4% or $80,528 at 6%.
Jack Schroeder and Associates LLC 401 (K) Plan-100$7,406,877$1,004,987$10,050iApproximate average salary by contribution assumption: employee only about $251,247 at 4% or $167,498 at 6%; with 50% employer match about $167,498 at 4% or $111,665 at 6%; with 100% employer match about $125,623 at 4% or $83,749 at 6%.
JACK SCHROEDER AND ASSOCIATES, INC BENEFIT PLAN-104---
2020193$6,049,699$745,774$8,019iApproximate average salary by contribution assumption: employee only about $200,477 at 4% or $133,651 at 6%; with 50% employer match about $133,651 at 4% or $89,101 at 6%; with 100% employer match about $100,238 at 4% or $66,826 at 6%.
Jack Schroeder and Associates LLC 401 (K) Plan-93$6,049,699$745,774$8,019iApproximate average salary by contribution assumption: employee only about $200,477 at 4% or $133,651 at 6%; with 50% employer match about $133,651 at 4% or $89,101 at 6%; with 100% employer match about $100,238 at 4% or $66,826 at 6%.
20191104$6,057,700$813,497$7,822iApproximate average salary by contribution assumption: employee only about $195,552 at 4% or $130,368 at 6%; with 50% employer match about $130,368 at 4% or $86,912 at 6%; with 100% employer match about $97,776 at 4% or $65,184 at 6%.
Jack Schroeder and Associates LLC 401 (K) Plan-104$6,057,700$813,497$7,822iApproximate average salary by contribution assumption: employee only about $195,552 at 4% or $130,368 at 6%; with 50% employer match about $130,368 at 4% or $86,912 at 6%; with 100% employer match about $97,776 at 4% or $65,184 at 6%.
2018190$4,461,956$814,005$9,045iApproximate average salary by contribution assumption: employee only about $226,113 at 4% or $150,742 at 6%; with 50% employer match about $150,742 at 4% or $100,494 at 6%; with 100% employer match about $113,056 at 4% or $75,371 at 6%.
Jack Schroeder and Associates LLC 401 (K) Plan-90$4,461,956$814,005$9,045iApproximate average salary by contribution assumption: employee only about $226,113 at 4% or $150,742 at 6%; with 50% employer match about $150,742 at 4% or $100,494 at 6%; with 100% employer match about $113,056 at 4% or $75,371 at 6%.
2017179$4,595,710$4,050,872$51,277iApproximate average salary by contribution assumption: employee only about $1,281,922 at 4% or $854,614 at 6%; with 50% employer match about $854,614 at 4% or $569,743 at 6%; with 100% employer match about $640,961 at 4% or $427,307 at 6%.
Jack Schroeder and Associates LLC 401 (K) Plan-79$4,595,710$4,050,872$51,277iApproximate average salary by contribution assumption: employee only about $1,281,922 at 4% or $854,614 at 6%; with 50% employer match about $854,614 at 4% or $569,743 at 6%; with 100% employer match about $640,961 at 4% or $427,307 at 6%.