Civic Intelligence

Jorgensen, Schulz & Associates, S.C

Plan context: Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust

EIN 39-1837972 • Appleton, WI • 27 filings • 3 plans

1225 West Northland AvenueAppleton, WI 54914
Current Snapshot

Latest Year

2025

2025 Participants

28

2025 Assets

$2,901,148

2025 Contributions

$121,951

Historical Graphs

Total Assets Over Time

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

$2,901,148$1,450,574$0199920122025YearValue
$2,901,148Latest year 2025

Participants Over Time

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

28140199920122025YearValue
28Latest year 2025

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
2025128$2,901,148$121,951$4,355iApproximate average salary by contribution assumption: employee only about $108,885 at 4% or $72,590 at 6%; with 50% employer match about $72,590 at 4% or $48,393 at 6%; with 100% employer match about $54,442 at 4% or $36,295 at 6%.
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-28$2,901,148$121,951$4,355iApproximate average salary by contribution assumption: employee only about $108,885 at 4% or $72,590 at 6%; with 50% employer match about $72,590 at 4% or $48,393 at 6%; with 100% employer match about $54,442 at 4% or $36,295 at 6%.
2024128$2,518,022$107,306$3,832iApproximate average salary by contribution assumption: employee only about $95,809 at 4% or $63,873 at 6%; with 50% employer match about $63,873 at 4% or $42,582 at 6%; with 100% employer match about $47,904 at 4% or $31,936 at 6%.
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-28$2,518,022$107,306$3,832iApproximate average salary by contribution assumption: employee only about $95,809 at 4% or $63,873 at 6%; with 50% employer match about $63,873 at 4% or $42,582 at 6%; with 100% employer match about $47,904 at 4% or $31,936 at 6%.
2023113$2,088,984$143,212$11,016iApproximate average salary by contribution assumption: employee only about $275,408 at 4% or $183,605 at 6%; with 50% employer match about $183,605 at 4% or $122,403 at 6%; with 100% employer match about $137,704 at 4% or $91,803 at 6%.
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-13$2,088,984$143,212$11,016iApproximate average salary by contribution assumption: employee only about $275,408 at 4% or $183,605 at 6%; with 50% employer match about $183,605 at 4% or $122,403 at 6%; with 100% employer match about $137,704 at 4% or $91,803 at 6%.
2022115$1,671,882$58,869$3,925iApproximate average salary by contribution assumption: employee only about $98,115 at 4% or $65,410 at 6%; with 50% employer match about $65,410 at 4% or $43,607 at 6%; with 100% employer match about $49,058 at 4% or $32,705 at 6%.
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-15$1,671,882$58,869$3,925iApproximate average salary by contribution assumption: employee only about $98,115 at 4% or $65,410 at 6%; with 50% employer match about $65,410 at 4% or $43,607 at 6%; with 100% employer match about $49,058 at 4% or $32,705 at 6%.
2021117$2,041,089$106,421$6,260iApproximate average salary by contribution assumption: employee only about $156,501 at 4% or $104,334 at 6%; with 50% employer match about $104,334 at 4% or $69,556 at 6%; with 100% employer match about $78,251 at 4% or $52,167 at 6%.
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-17$2,041,089$106,421$6,260iApproximate average salary by contribution assumption: employee only about $156,501 at 4% or $104,334 at 6%; with 50% employer match about $104,334 at 4% or $69,556 at 6%; with 100% employer match about $78,251 at 4% or $52,167 at 6%.
2020117$1,802,309$137,177$8,069iApproximate average salary by contribution assumption: employee only about $201,731 at 4% or $134,487 at 6%; with 50% employer match about $134,487 at 4% or $89,658 at 6%; with 100% employer match about $100,865 at 4% or $67,244 at 6%.
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-17$1,802,309$137,177$8,069iApproximate average salary by contribution assumption: employee only about $201,731 at 4% or $134,487 at 6%; with 50% employer match about $134,487 at 4% or $89,658 at 6%; with 100% employer match about $100,865 at 4% or $67,244 at 6%.
2019117$1,494,319$0-
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-17$1,494,319--
2018116$1,279,057$126,163$7,885iApproximate average salary by contribution assumption: employee only about $197,130 at 4% or $131,420 at 6%; with 50% employer match about $131,420 at 4% or $87,613 at 6%; with 100% employer match about $98,565 at 4% or $65,710 at 6%.
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-16$1,279,057$126,163$7,885iApproximate average salary by contribution assumption: employee only about $197,130 at 4% or $131,420 at 6%; with 50% employer match about $131,420 at 4% or $87,613 at 6%; with 100% employer match about $98,565 at 4% or $65,710 at 6%.
2017115$1,253,950$126,514$8,434iApproximate average salary by contribution assumption: employee only about $210,857 at 4% or $140,571 at 6%; with 50% employer match about $140,571 at 4% or $93,714 at 6%; with 100% employer match about $105,428 at 4% or $70,286 at 6%.
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-15$1,253,950$126,514$8,434iApproximate average salary by contribution assumption: employee only about $210,857 at 4% or $140,571 at 6%; with 50% employer match about $140,571 at 4% or $93,714 at 6%; with 100% employer match about $105,428 at 4% or $70,286 at 6%.
2016116$900,136$0-
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-16$900,136--
2015118$923,560$125,840$6,991iApproximate average salary by contribution assumption: employee only about $174,778 at 4% or $116,519 at 6%; with 50% employer match about $116,519 at 4% or $77,679 at 6%; with 100% employer match about $87,389 at 4% or $58,259 at 6%.
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-18$923,560$125,840$6,991iApproximate average salary by contribution assumption: employee only about $174,778 at 4% or $116,519 at 6%; with 50% employer match about $116,519 at 4% or $77,679 at 6%; with 100% employer match about $87,389 at 4% or $58,259 at 6%.
2014118$1,117,981$122,871$6,826iApproximate average salary by contribution assumption: employee only about $170,654 at 4% or $113,769 at 6%; with 50% employer match about $113,769 at 4% or $75,846 at 6%; with 100% employer match about $85,327 at 4% or $56,885 at 6%.
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-18$1,117,981$122,871$6,826iApproximate average salary by contribution assumption: employee only about $170,654 at 4% or $113,769 at 6%; with 50% employer match about $113,769 at 4% or $75,846 at 6%; with 100% employer match about $85,327 at 4% or $56,885 at 6%.
2013116$992,491$50,030$3,127iApproximate average salary by contribution assumption: employee only about $78,172 at 4% or $52,115 at 6%; with 50% employer match about $52,115 at 4% or $34,743 at 6%; with 100% employer match about $39,086 at 4% or $26,057 at 6%.
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-16$992,491$50,030$3,127iApproximate average salary by contribution assumption: employee only about $78,172 at 4% or $52,115 at 6%; with 50% employer match about $52,115 at 4% or $34,743 at 6%; with 100% employer match about $39,086 at 4% or $26,057 at 6%.
2012114$832,138$0-
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-14$832,138--
2011117$774,111$0-
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-17$774,111--
2010118$803,998$81,000$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%.
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-18$803,998$81,000$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%.
2009117$623,105$120,273$7,075iApproximate average salary by contribution assumption: employee only about $176,872 at 4% or $117,915 at 6%; with 50% employer match about $117,915 at 4% or $78,610 at 6%; with 100% employer match about $88,436 at 4% or $58,957 at 6%.
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-17$623,105$120,273$7,075iApproximate average salary by contribution assumption: employee only about $176,872 at 4% or $117,915 at 6%; with 50% employer match about $117,915 at 4% or $78,610 at 6%; with 100% employer match about $88,436 at 4% or $58,957 at 6%.
2008113$405,118$36,518$2,809iApproximate average salary by contribution assumption: employee only about $70,227 at 4% or $46,818 at 6%; with 50% employer match about $46,818 at 4% or $31,212 at 6%; with 100% employer match about $35,113 at 4% or $23,409 at 6%.
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-13$405,118$36,518$2,809iApproximate average salary by contribution assumption: employee only about $70,227 at 4% or $46,818 at 6%; with 50% employer match about $46,818 at 4% or $31,212 at 6%; with 100% employer match about $35,113 at 4% or $23,409 at 6%.
2007111$669,909$0-
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-11$669,909--
2006114$582,716$70,629$5,045iApproximate average salary by contribution assumption: employee only about $126,123 at 4% or $84,082 at 6%; with 50% employer match about $84,082 at 4% or $56,055 at 6%; with 100% employer match about $63,062 at 4% or $42,041 at 6%.
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-14$582,716$70,629$5,045iApproximate average salary by contribution assumption: employee only about $126,123 at 4% or $84,082 at 6%; with 50% employer match about $84,082 at 4% or $56,055 at 6%; with 100% employer match about $63,062 at 4% or $42,041 at 6%.
2005113$463,585$90,287$6,945iApproximate average salary by contribution assumption: employee only about $173,629 at 4% or $115,753 at 6%; with 50% employer match about $115,753 at 4% or $77,168 at 6%; with 100% employer match about $86,814 at 4% or $57,876 at 6%.
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-13$463,585$90,287$6,945iApproximate average salary by contribution assumption: employee only about $173,629 at 4% or $115,753 at 6%; with 50% employer match about $115,753 at 4% or $77,168 at 6%; with 100% employer match about $86,814 at 4% or $57,876 at 6%.
2004115$390,372$0-
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-15$390,372--
2003111$365,830$68,495$6,227iApproximate average salary by contribution assumption: employee only about $155,670 at 4% or $103,780 at 6%; with 50% employer match about $103,780 at 4% or $69,187 at 6%; with 100% employer match about $77,835 at 4% or $51,890 at 6%.
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-11$365,830$68,495$6,227iApproximate average salary by contribution assumption: employee only about $155,670 at 4% or $103,780 at 6%; with 50% employer match about $103,780 at 4% or $69,187 at 6%; with 100% employer match about $77,835 at 4% or $51,890 at 6%.
200218$237,449$55,542$6,943iApproximate average salary by contribution assumption: employee only about $173,569 at 4% or $115,713 at 6%; with 50% employer match about $115,713 at 4% or $77,142 at 6%; with 100% employer match about $86,784 at 4% or $57,856 at 6%.
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-8$237,449$55,542$6,943iApproximate average salary by contribution assumption: employee only about $173,569 at 4% or $115,713 at 6%; with 50% employer match about $115,713 at 4% or $77,142 at 6%; with 100% employer match about $86,784 at 4% or $57,856 at 6%.
200117$229,774$58,782$8,397iApproximate average salary by contribution assumption: employee only about $209,936 at 4% or $139,957 at 6%; with 50% employer match about $139,957 at 4% or $93,305 at 6%; with 100% employer match about $104,968 at 4% or $69,979 at 6%.
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-7$229,774$58,782$8,397iApproximate average salary by contribution assumption: employee only about $209,936 at 4% or $139,957 at 6%; with 50% employer match about $139,957 at 4% or $93,305 at 6%; with 100% employer match about $104,968 at 4% or $69,979 at 6%.
200017$163,060$59,351$8,479iApproximate average salary by contribution assumption: employee only about $211,968 at 4% or $141,312 at 6%; with 50% employer match about $141,312 at 4% or $94,208 at 6%; with 100% employer match about $105,984 at 4% or $70,656 at 6%.
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-7$163,060$59,351$8,479iApproximate average salary by contribution assumption: employee only about $211,968 at 4% or $141,312 at 6%; with 50% employer match about $141,312 at 4% or $94,208 at 6%; with 100% employer match about $105,984 at 4% or $70,656 at 6%.
199919$139,507$58,127$6,459iApproximate average salary by contribution assumption: employee only about $161,464 at 4% or $107,643 at 6%; with 50% employer match about $107,643 at 4% or $71,762 at 6%; with 100% employer match about $80,732 at 4% or $53,821 at 6%.
Jorgensen, Schulz & Associates, S.C.Profit Sharing Plan & Trust-9$139,507$58,127$6,459iApproximate average salary by contribution assumption: employee only about $161,464 at 4% or $107,643 at 6%; with 50% employer match about $107,643 at 4% or $71,762 at 6%; with 100% employer match about $80,732 at 4% or $53,821 at 6%.