Civic Intelligence

Schueller-Owen & Associates Inc.

Plan context: Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan

EIN 39-1549064 • Milwaukee, WI • 25 filings • 5 plans

735 N. Water Street, Suite 1128Milwaukee, WI 53202
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$4,949,939

2024 Contributions

$125,358

Historical Graphs

Total Assets Over Time

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

$4,949,939$2,474,970$0200020142024YearValue
$4,949,939Latest year 2024

Participants Over Time

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

840200020122024YearValue
3Latest 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
202413$4,949,939$125,358$41,786iApproximate average salary by contribution assumption: employee only about $1,044,650 at 4% or $696,433 at 6%; with 50% employer match about $696,433 at 4% or $464,289 at 6%; with 100% employer match about $522,325 at 4% or $348,217 at 6%.
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-3$4,949,939$125,358$41,786iApproximate average salary by contribution assumption: employee only about $1,044,650 at 4% or $696,433 at 6%; with 50% employer match about $696,433 at 4% or $464,289 at 6%; with 100% employer match about $522,325 at 4% or $348,217 at 6%.
202313$4,040,381$74,418$24,806iApproximate average salary by contribution assumption: employee only about $620,150 at 4% or $413,433 at 6%; with 50% employer match about $413,433 at 4% or $275,622 at 6%; with 100% employer match about $310,075 at 4% or $206,717 at 6%.
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-3$4,040,381$74,418$24,806iApproximate average salary by contribution assumption: employee only about $620,150 at 4% or $413,433 at 6%; with 50% employer match about $413,433 at 4% or $275,622 at 6%; with 100% employer match about $310,075 at 4% or $206,717 at 6%.
202213$3,232,996$36,503$12,168iApproximate average salary by contribution assumption: employee only about $304,192 at 4% or $202,794 at 6%; with 50% employer match about $202,794 at 4% or $135,196 at 6%; with 100% employer match about $152,096 at 4% or $101,397 at 6%.
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-3$3,232,996$36,503$12,168iApproximate average salary by contribution assumption: employee only about $304,192 at 4% or $202,794 at 6%; with 50% employer match about $202,794 at 4% or $135,196 at 6%; with 100% employer match about $152,096 at 4% or $101,397 at 6%.
202114$3,983,646$69,175$17,294iApproximate average salary by contribution assumption: employee only about $432,344 at 4% or $288,229 at 6%; with 50% employer match about $288,229 at 4% or $192,153 at 6%; with 100% employer match about $216,172 at 4% or $144,115 at 6%.
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-4$3,983,646$69,175$17,294iApproximate average salary by contribution assumption: employee only about $432,344 at 4% or $288,229 at 6%; with 50% employer match about $288,229 at 4% or $192,153 at 6%; with 100% employer match about $216,172 at 4% or $144,115 at 6%.
202014$3,224,873$69,529$17,382iApproximate average salary by contribution assumption: employee only about $434,556 at 4% or $289,704 at 6%; with 50% employer match about $289,704 at 4% or $193,136 at 6%; with 100% employer match about $217,278 at 4% or $144,852 at 6%.
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-4$3,224,873$69,529$17,382iApproximate average salary by contribution assumption: employee only about $434,556 at 4% or $289,704 at 6%; with 50% employer match about $289,704 at 4% or $193,136 at 6%; with 100% employer match about $217,278 at 4% or $144,852 at 6%.
201914$2,650,204$62,484$15,621iApproximate average salary by contribution assumption: employee only about $390,525 at 4% or $260,350 at 6%; with 50% employer match about $260,350 at 4% or $173,567 at 6%; with 100% employer match about $195,263 at 4% or $130,175 at 6%.
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-4$2,650,204$62,484$15,621iApproximate average salary by contribution assumption: employee only about $390,525 at 4% or $260,350 at 6%; with 50% employer match about $260,350 at 4% or $173,567 at 6%; with 100% employer match about $195,263 at 4% or $130,175 at 6%.
201814$2,084,306$45,689$11,422iApproximate average salary by contribution assumption: employee only about $285,556 at 4% or $190,371 at 6%; with 50% employer match about $190,371 at 4% or $126,914 at 6%; with 100% employer match about $142,778 at 4% or $95,185 at 6%.
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-4$2,084,306$45,689$11,422iApproximate average salary by contribution assumption: employee only about $285,556 at 4% or $190,371 at 6%; with 50% employer match about $190,371 at 4% or $126,914 at 6%; with 100% employer match about $142,778 at 4% or $95,185 at 6%.
201714$2,328,149$34,625$8,656iApproximate average salary by contribution assumption: employee only about $216,406 at 4% or $144,271 at 6%; with 50% employer match about $144,271 at 4% or $96,181 at 6%; with 100% employer match about $108,203 at 4% or $72,135 at 6%.
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-4$2,328,149$34,625$8,656iApproximate average salary by contribution assumption: employee only about $216,406 at 4% or $144,271 at 6%; with 50% employer match about $144,271 at 4% or $96,181 at 6%; with 100% employer match about $108,203 at 4% or $72,135 at 6%.
201614$1,919,809$36,227$9,057iApproximate average salary by contribution assumption: employee only about $226,419 at 4% or $150,946 at 6%; with 50% employer match about $150,946 at 4% or $100,631 at 6%; with 100% employer match about $113,209 at 4% or $75,473 at 6%.
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-4$1,919,809$36,227$9,057iApproximate average salary by contribution assumption: employee only about $226,419 at 4% or $150,946 at 6%; with 50% employer match about $150,946 at 4% or $100,631 at 6%; with 100% employer match about $113,209 at 4% or $75,473 at 6%.
201514$1,751,110$27,197$6,799iApproximate average salary by contribution assumption: employee only about $169,981 at 4% or $113,321 at 6%; with 50% employer match about $113,321 at 4% or $75,547 at 6%; with 100% employer match about $84,991 at 4% or $56,660 at 6%.
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-4$1,751,110$27,197$6,799iApproximate average salary by contribution assumption: employee only about $169,981 at 4% or $113,321 at 6%; with 50% employer match about $113,321 at 4% or $75,547 at 6%; with 100% employer match about $84,991 at 4% or $56,660 at 6%.
201415$1,774,584$8,217$1,643iApproximate average salary by contribution assumption: employee only about $41,085 at 4% or $27,390 at 6%; with 50% employer match about $27,390 at 4% or $18,260 at 6%; with 100% employer match about $20,543 at 4% or $13,695 at 6%.
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-5$1,774,584$8,217$1,643iApproximate average salary by contribution assumption: employee only about $41,085 at 4% or $27,390 at 6%; with 50% employer match about $27,390 at 4% or $18,260 at 6%; with 100% employer match about $20,543 at 4% or $13,695 at 6%.
201315$1,751,744$6,119$1,224iApproximate average salary by contribution assumption: employee only about $30,595 at 4% or $20,397 at 6%; with 50% employer match about $20,397 at 4% or $13,598 at 6%; with 100% employer match about $15,298 at 4% or $10,198 at 6%.
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-5$1,751,744$6,119$1,224iApproximate average salary by contribution assumption: employee only about $30,595 at 4% or $20,397 at 6%; with 50% employer match about $20,397 at 4% or $13,598 at 6%; with 100% employer match about $15,298 at 4% or $10,198 at 6%.
201215$1,481,472$10,024$2,005iApproximate average salary by contribution assumption: employee only about $50,120 at 4% or $33,413 at 6%; with 50% employer match about $33,413 at 4% or $22,276 at 6%; with 100% employer match about $25,060 at 4% or $16,707 at 6%.
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-5$1,481,472$10,024$2,005iApproximate average salary by contribution assumption: employee only about $50,120 at 4% or $33,413 at 6%; with 50% employer match about $33,413 at 4% or $22,276 at 6%; with 100% employer match about $25,060 at 4% or $16,707 at 6%.
201116$1,339,807$39,897$6,650iApproximate average salary by contribution assumption: employee only about $166,238 at 4% or $110,825 at 6%; with 50% employer match about $110,825 at 4% or $73,883 at 6%; with 100% employer match about $83,119 at 4% or $55,413 at 6%.
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-6$1,339,807$39,897$6,650iApproximate average salary by contribution assumption: employee only about $166,238 at 4% or $110,825 at 6%; with 50% employer match about $110,825 at 4% or $73,883 at 6%; with 100% employer match about $83,119 at 4% or $55,413 at 6%.
201017$1,289,431$87,531$12,504iApproximate average salary by contribution assumption: employee only about $312,611 at 4% or $208,407 at 6%; with 50% employer match about $208,407 at 4% or $138,938 at 6%; with 100% employer match about $156,305 at 4% or $104,204 at 6%.
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-7$1,289,431$87,531$12,504iApproximate average salary by contribution assumption: employee only about $312,611 at 4% or $208,407 at 6%; with 50% employer match about $208,407 at 4% or $138,938 at 6%; with 100% employer match about $156,305 at 4% or $104,204 at 6%.
200914$1,205,353$62,829$15,707iApproximate average salary by contribution assumption: employee only about $392,681 at 4% or $261,788 at 6%; with 50% employer match about $261,788 at 4% or $174,525 at 6%; with 100% employer match about $196,341 at 4% or $130,894 at 6%.
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-4$1,205,353$62,829$15,707iApproximate average salary by contribution assumption: employee only about $392,681 at 4% or $261,788 at 6%; with 50% employer match about $261,788 at 4% or $174,525 at 6%; with 100% employer match about $196,341 at 4% or $130,894 at 6%.
200816$0$0-
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-6---
200714$0$0-
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-4---
200614$1,165,514$48,634$12,159iApproximate average salary by contribution assumption: employee only about $303,963 at 4% or $202,642 at 6%; with 50% employer match about $202,642 at 4% or $135,094 at 6%; with 100% employer match about $151,981 at 4% or $101,321 at 6%.
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-4$1,165,514$48,634$12,159iApproximate average salary by contribution assumption: employee only about $303,963 at 4% or $202,642 at 6%; with 50% employer match about $202,642 at 4% or $135,094 at 6%; with 100% employer match about $151,981 at 4% or $101,321 at 6%.
200518$1,006,209$66,973$8,372iApproximate average salary by contribution assumption: employee only about $209,291 at 4% or $139,527 at 6%; with 50% employer match about $139,527 at 4% or $93,018 at 6%; with 100% employer match about $104,645 at 4% or $69,764 at 6%.
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-8$1,006,209$66,973$8,372iApproximate average salary by contribution assumption: employee only about $209,291 at 4% or $139,527 at 6%; with 50% employer match about $139,527 at 4% or $93,018 at 6%; with 100% employer match about $104,645 at 4% or $69,764 at 6%.
200414$813,195$68,064$17,016iApproximate average salary by contribution assumption: employee only about $425,400 at 4% or $283,600 at 6%; with 50% employer match about $283,600 at 4% or $189,067 at 6%; with 100% employer match about $212,700 at 4% or $141,800 at 6%.
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-4$813,195$68,064$17,016iApproximate average salary by contribution assumption: employee only about $425,400 at 4% or $283,600 at 6%; with 50% employer match about $283,600 at 4% or $189,067 at 6%; with 100% employer match about $212,700 at 4% or $141,800 at 6%.
200316$930,207$58,746$9,791iApproximate average salary by contribution assumption: employee only about $244,775 at 4% or $163,183 at 6%; with 50% employer match about $163,183 at 4% or $108,789 at 6%; with 100% employer match about $122,388 at 4% or $81,592 at 6%.
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-6$930,207$58,746$9,791iApproximate average salary by contribution assumption: employee only about $244,775 at 4% or $163,183 at 6%; with 50% employer match about $163,183 at 4% or $108,789 at 6%; with 100% employer match about $122,388 at 4% or $81,592 at 6%.
200216$758,421$49,842$8,307iApproximate average salary by contribution assumption: employee only about $207,675 at 4% or $138,450 at 6%; with 50% employer match about $138,450 at 4% or $92,300 at 6%; with 100% employer match about $103,838 at 4% or $69,225 at 6%.
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-6$758,421$49,842$8,307iApproximate average salary by contribution assumption: employee only about $207,675 at 4% or $138,450 at 6%; with 50% employer match about $138,450 at 4% or $92,300 at 6%; with 100% employer match about $103,838 at 4% or $69,225 at 6%.
200115$0$0-
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-5---
200015$1,038,281$36,497$7,299iApproximate average salary by contribution assumption: employee only about $182,485 at 4% or $121,657 at 6%; with 50% employer match about $121,657 at 4% or $81,104 at 6%; with 100% employer match about $91,243 at 4% or $60,828 at 6%.
Schueller-Owen & Associates Inc. Profit Sharing 401(K) Plan-5$1,038,281$36,497$7,299iApproximate average salary by contribution assumption: employee only about $182,485 at 4% or $121,657 at 6%; with 50% employer match about $121,657 at 4% or $81,104 at 6%; with 100% employer match about $91,243 at 4% or $60,828 at 6%.