Civic Intelligence

SCHMITZ INSURANCE, LLC

Plan context: SCHMITZ INSURANCE, LLC 401(K) P/S PLAN

EIN 39-2027406 • Sturgeon Bay, WI • 8 filings • 1 plans

7153 State Highway 42 57Sturgeon Bay, WI 54235
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$418,626

2025 Contributions

$36,024

Historical Graphs

Total Assets Over Time

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

$429,933$214,967$0201820222025YearValue
$418,626Latest year 2025

Participants Over Time

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

630201820222025YearValue
4Latest 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
202514$418,626$36,024$9,006iApproximate average salary by contribution assumption: employee only about $225,150 at 4% or $150,100 at 6%; with 50% employer match about $150,100 at 4% or $100,067 at 6%; with 100% employer match about $112,575 at 4% or $75,050 at 6%.
SCHMITZ INSURANCE, LLC 401(K) P/S PLAN-4$418,626$36,024$9,006iApproximate average salary by contribution assumption: employee only about $225,150 at 4% or $150,100 at 6%; with 50% employer match about $150,100 at 4% or $100,067 at 6%; with 100% employer match about $112,575 at 4% or $75,050 at 6%.
202416$429,933$58,456$9,743iApproximate average salary by contribution assumption: employee only about $243,567 at 4% or $162,378 at 6%; with 50% employer match about $162,378 at 4% or $108,252 at 6%; with 100% employer match about $121,783 at 4% or $81,189 at 6%.
SCHMITZ INSURANCE, LLC 401(K) P/S PLAN-6$429,933$58,456$9,743iApproximate average salary by contribution assumption: employee only about $243,567 at 4% or $162,378 at 6%; with 50% employer match about $162,378 at 4% or $108,252 at 6%; with 100% employer match about $121,783 at 4% or $81,189 at 6%.
202316$333,728$61,415$10,236iApproximate average salary by contribution assumption: employee only about $255,896 at 4% or $170,597 at 6%; with 50% employer match about $170,597 at 4% or $113,731 at 6%; with 100% employer match about $127,948 at 4% or $85,299 at 6%.
SCHMITZ INSURANCE, LLC 401(K) P/S PLAN-6$333,728$61,415$10,236iApproximate average salary by contribution assumption: employee only about $255,896 at 4% or $170,597 at 6%; with 50% employer match about $170,597 at 4% or $113,731 at 6%; with 100% employer match about $127,948 at 4% or $85,299 at 6%.
202216$235,575$56,594$9,432iApproximate average salary by contribution assumption: employee only about $235,808 at 4% or $157,206 at 6%; with 50% employer match about $157,206 at 4% or $104,804 at 6%; with 100% employer match about $117,904 at 4% or $78,603 at 6%.
SCHMITZ INSURANCE, LLC 401(K) P/S PLAN-6$235,575$56,594$9,432iApproximate average salary by contribution assumption: employee only about $235,808 at 4% or $157,206 at 6%; with 50% employer match about $157,206 at 4% or $104,804 at 6%; with 100% employer match about $117,904 at 4% or $78,603 at 6%.
202116$217,388$52,857$8,810iApproximate average salary by contribution assumption: employee only about $220,238 at 4% or $146,825 at 6%; with 50% employer match about $146,825 at 4% or $97,883 at 6%; with 100% employer match about $110,119 at 4% or $73,413 at 6%.
SCHMITZ INSURANCE, LLC 401(K) P/S PLAN-6$217,388$52,857$8,810iApproximate average salary by contribution assumption: employee only about $220,238 at 4% or $146,825 at 6%; with 50% employer match about $146,825 at 4% or $97,883 at 6%; with 100% employer match about $110,119 at 4% or $73,413 at 6%.
202016$141,600$52,079$8,680iApproximate average salary by contribution assumption: employee only about $216,996 at 4% or $144,664 at 6%; with 50% employer match about $144,664 at 4% or $96,443 at 6%; with 100% employer match about $108,498 at 4% or $72,332 at 6%.
SCHMITZ INSURANCE, LLC 401(K) P/S PLAN-6$141,600$52,079$8,680iApproximate average salary by contribution assumption: employee only about $216,996 at 4% or $144,664 at 6%; with 50% employer match about $144,664 at 4% or $96,443 at 6%; with 100% employer match about $108,498 at 4% or $72,332 at 6%.
201915$81,729$53,646$10,729iApproximate average salary by contribution assumption: employee only about $268,230 at 4% or $178,820 at 6%; with 50% employer match about $178,820 at 4% or $119,213 at 6%; with 100% employer match about $134,115 at 4% or $89,410 at 6%.
SCHMITZ INSURANCE, LLC 401(K) P/S PLAN-5$81,729$53,646$10,729iApproximate average salary by contribution assumption: employee only about $268,230 at 4% or $178,820 at 6%; with 50% employer match about $178,820 at 4% or $119,213 at 6%; with 100% employer match about $134,115 at 4% or $89,410 at 6%.
201815$21,931$23,260$4,652iApproximate average salary by contribution assumption: employee only about $116,300 at 4% or $77,533 at 6%; with 50% employer match about $77,533 at 4% or $51,689 at 6%; with 100% employer match about $58,150 at 4% or $38,767 at 6%.
SCHMITZ INSURANCE, LLC 401(K) P/S PLAN-5$21,931$23,260$4,652iApproximate average salary by contribution assumption: employee only about $116,300 at 4% or $77,533 at 6%; with 50% employer match about $77,533 at 4% or $51,689 at 6%; with 100% employer match about $58,150 at 4% or $38,767 at 6%.