Civic Intelligence

Schmidt & Schmidt. Ltd

Plan context: Schmidt & Schmidt Ltd 401K Profit Sharing Plan and Trust

EIN 41-1675634 • Excelsior, MN • 21 filings • 3 plans

3861 Stratford RidgeExcelsior, MN 55331
Current Snapshot

Latest Year

2023

2023 Participants

7

2023 Assets

$4,025,580

2023 Contributions

$105,988

Historical Graphs

Total Assets Over Time

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

$4,551,328$2,275,664$0200320132022YearValue
$4,025,580Latest year 2022

Participants Over Time

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

950200320132022YearValue
7Latest year 2022

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
202310$0$0-
Schmidt & Schmidt Ltd 401K Profit Sharing Plan and Trust-0$0$0-
202217$4,025,580$105,988$15,141iApproximate average salary by contribution assumption: employee only about $378,529 at 4% or $252,352 at 6%; with 50% employer match about $252,352 at 4% or $168,235 at 6%; with 100% employer match about $189,264 at 4% or $126,176 at 6%.
Schmidt & Schmidt Ltd 401K Profit Sharing Plan and Trust-7$4,025,580$105,988$15,141iApproximate average salary by contribution assumption: employee only about $378,529 at 4% or $252,352 at 6%; with 50% employer match about $252,352 at 4% or $168,235 at 6%; with 100% employer match about $189,264 at 4% or $126,176 at 6%.
202118$4,551,328$111,528$13,941iApproximate average salary by contribution assumption: employee only about $348,525 at 4% or $232,350 at 6%; with 50% employer match about $232,350 at 4% or $154,900 at 6%; with 100% employer match about $174,263 at 4% or $116,175 at 6%.
Schmidt & Schmidt Ltd 401K Profit Sharing Plan and Trust-8$4,551,328$111,528$13,941iApproximate average salary by contribution assumption: employee only about $348,525 at 4% or $232,350 at 6%; with 50% employer match about $232,350 at 4% or $154,900 at 6%; with 100% employer match about $174,263 at 4% or $116,175 at 6%.
202018$4,025,618$121,537$15,192iApproximate average salary by contribution assumption: employee only about $379,803 at 4% or $253,202 at 6%; with 50% employer match about $253,202 at 4% or $168,801 at 6%; with 100% employer match about $189,902 at 4% or $126,601 at 6%.
Schmidt & Schmidt Ltd 401K Profit Sharing Plan and Trust-8$4,025,618$121,537$15,192iApproximate average salary by contribution assumption: employee only about $379,803 at 4% or $253,202 at 6%; with 50% employer match about $253,202 at 4% or $168,801 at 6%; with 100% employer match about $189,902 at 4% or $126,601 at 6%.
201919$3,443,624$113,092$12,566iApproximate average salary by contribution assumption: employee only about $314,144 at 4% or $209,430 at 6%; with 50% employer match about $209,430 at 4% or $139,620 at 6%; with 100% employer match about $157,072 at 4% or $104,715 at 6%.
Schmidt & Schmidt Ltd 401K Profit Sharing Plan and Trust-9$3,443,624$113,092$12,566iApproximate average salary by contribution assumption: employee only about $314,144 at 4% or $209,430 at 6%; with 50% employer match about $209,430 at 4% or $139,620 at 6%; with 100% employer match about $157,072 at 4% or $104,715 at 6%.
201819$3,536,983$175,952$19,550iApproximate average salary by contribution assumption: employee only about $488,756 at 4% or $325,837 at 6%; with 50% employer match about $325,837 at 4% or $217,225 at 6%; with 100% employer match about $244,378 at 4% or $162,919 at 6%.
Schmidt & Schmidt Ltd 401K Profit Sharing Plan and Trust-9$3,536,983$175,952$19,550iApproximate average salary by contribution assumption: employee only about $488,756 at 4% or $325,837 at 6%; with 50% employer match about $325,837 at 4% or $217,225 at 6%; with 100% employer match about $244,378 at 4% or $162,919 at 6%.
201719$3,638,941$125,605$13,956iApproximate average salary by contribution assumption: employee only about $348,903 at 4% or $232,602 at 6%; with 50% employer match about $232,602 at 4% or $155,068 at 6%; with 100% employer match about $174,451 at 4% or $116,301 at 6%.
Schmidt & Schmidt Ltd 401K Profit Sharing Plan and Trust-9$3,638,941$125,605$13,956iApproximate average salary by contribution assumption: employee only about $348,903 at 4% or $232,602 at 6%; with 50% employer match about $232,602 at 4% or $155,068 at 6%; with 100% employer match about $174,451 at 4% or $116,301 at 6%.
201618$3,029,482$321,495$40,187iApproximate average salary by contribution assumption: employee only about $1,004,672 at 4% or $669,781 at 6%; with 50% employer match about $669,781 at 4% or $446,521 at 6%; with 100% employer match about $502,336 at 4% or $334,891 at 6%.
Schmidt & Schmidt Ltd 401K Profit Sharing Plan and Trust-8$3,029,482$321,495$40,187iApproximate average salary by contribution assumption: employee only about $1,004,672 at 4% or $669,781 at 6%; with 50% employer match about $669,781 at 4% or $446,521 at 6%; with 100% employer match about $502,336 at 4% or $334,891 at 6%.
201517$2,497,309$128,534$18,362iApproximate average salary by contribution assumption: employee only about $459,050 at 4% or $306,033 at 6%; with 50% employer match about $306,033 at 4% or $204,022 at 6%; with 100% employer match about $229,525 at 4% or $153,017 at 6%.
Schmidt & Schmidt Ltd 401K Profit Sharing Plan and Trust-7$2,497,309$128,534$18,362iApproximate average salary by contribution assumption: employee only about $459,050 at 4% or $306,033 at 6%; with 50% employer match about $306,033 at 4% or $204,022 at 6%; with 100% employer match about $229,525 at 4% or $153,017 at 6%.
201417$2,458,154$123,514$17,645iApproximate average salary by contribution assumption: employee only about $441,121 at 4% or $294,081 at 6%; with 50% employer match about $294,081 at 4% or $196,054 at 6%; with 100% employer match about $220,561 at 4% or $147,040 at 6%.
Schmidt & Schmidt Ltd 401K Profit Sharing Plan and Trust-7$2,458,154$123,514$17,645iApproximate average salary by contribution assumption: employee only about $441,121 at 4% or $294,081 at 6%; with 50% employer match about $294,081 at 4% or $196,054 at 6%; with 100% employer match about $220,561 at 4% or $147,040 at 6%.
201316$2,165,016$108,140$18,023iApproximate average salary by contribution assumption: employee only about $450,583 at 4% or $300,389 at 6%; with 50% employer match about $300,389 at 4% or $200,259 at 6%; with 100% employer match about $225,292 at 4% or $150,194 at 6%.
Schmidt & Schmidt Ltd 401K Profit Sharing Plan and Trust-6$2,165,016$108,140$18,023iApproximate average salary by contribution assumption: employee only about $450,583 at 4% or $300,389 at 6%; with 50% employer match about $300,389 at 4% or $200,259 at 6%; with 100% employer match about $225,292 at 4% or $150,194 at 6%.
201216$1,693,961$504,616$84,103iApproximate average salary by contribution assumption: employee only about $2,102,567 at 4% or $1,401,711 at 6%; with 50% employer match about $1,401,711 at 4% or $934,474 at 6%; with 100% employer match about $1,051,283 at 4% or $700,856 at 6%.
Schmidt & Schmidt Ltd 401K Profit Sharing Plan and Trust-6$1,693,961$504,616$84,103iApproximate average salary by contribution assumption: employee only about $2,102,567 at 4% or $1,401,711 at 6%; with 50% employer match about $1,401,711 at 4% or $934,474 at 6%; with 100% employer match about $1,051,283 at 4% or $700,856 at 6%.
201116$1,015,559$98,841$16,474iApproximate average salary by contribution assumption: employee only about $411,838 at 4% or $274,558 at 6%; with 50% employer match about $274,558 at 4% or $183,039 at 6%; with 100% employer match about $205,919 at 4% or $137,279 at 6%.
Schmidt & Schmidt Ltd 401K Profit Sharing Plan and Trust-6$1,015,559$98,841$16,474iApproximate average salary by contribution assumption: employee only about $411,838 at 4% or $274,558 at 6%; with 50% employer match about $274,558 at 4% or $183,039 at 6%; with 100% employer match about $205,919 at 4% or $137,279 at 6%.
201016$968,641$100,422$16,737iApproximate average salary by contribution assumption: employee only about $418,425 at 4% or $278,950 at 6%; with 50% employer match about $278,950 at 4% or $185,967 at 6%; with 100% employer match about $209,213 at 4% or $139,475 at 6%.
Schmidt & Schmidt Ltd 401K Profit Sharing Plan and Trust-6$968,641$100,422$16,737iApproximate average salary by contribution assumption: employee only about $418,425 at 4% or $278,950 at 6%; with 50% employer match about $278,950 at 4% or $185,967 at 6%; with 100% employer match about $209,213 at 4% or $139,475 at 6%.
200917$830,138$113,544$16,221iApproximate average salary by contribution assumption: employee only about $405,514 at 4% or $270,343 at 6%; with 50% employer match about $270,343 at 4% or $180,229 at 6%; with 100% employer match about $202,757 at 4% or $135,171 at 6%.
Schmidt & Schmidt Ltd 401K Profit Sharing Plan and Trust-7$830,138$113,544$16,221iApproximate average salary by contribution assumption: employee only about $405,514 at 4% or $270,343 at 6%; with 50% employer match about $270,343 at 4% or $180,229 at 6%; with 100% employer match about $202,757 at 4% or $135,171 at 6%.
200818$561,108$115,558$14,445iApproximate average salary by contribution assumption: employee only about $361,119 at 4% or $240,746 at 6%; with 50% employer match about $240,746 at 4% or $160,497 at 6%; with 100% employer match about $180,559 at 4% or $120,373 at 6%.
Schmidt & Schmidt Ltd 401K Profit Sharing Plan and Trust-8$561,108$115,558$14,445iApproximate average salary by contribution assumption: employee only about $361,119 at 4% or $240,746 at 6%; with 50% employer match about $240,746 at 4% or $160,497 at 6%; with 100% employer match about $180,559 at 4% or $120,373 at 6%.
200718$740,154$113,607$14,201iApproximate average salary by contribution assumption: employee only about $355,022 at 4% or $236,681 at 6%; with 50% employer match about $236,681 at 4% or $157,788 at 6%; with 100% employer match about $177,511 at 4% or $118,341 at 6%.
Schmidt & Schmidt Ltd 401K Profit Sharing Plan and Trust-8$740,154$113,607$14,201iApproximate average salary by contribution assumption: employee only about $355,022 at 4% or $236,681 at 6%; with 50% employer match about $236,681 at 4% or $157,788 at 6%; with 100% employer match about $177,511 at 4% or $118,341 at 6%.
200619$592,908$112,079$12,453iApproximate average salary by contribution assumption: employee only about $311,331 at 4% or $207,554 at 6%; with 50% employer match about $207,554 at 4% or $138,369 at 6%; with 100% employer match about $155,665 at 4% or $103,777 at 6%.
Schmidt & Schmidt Ltd 401K Profit Sharing Plan and Trust-9$592,908$112,079$12,453iApproximate average salary by contribution assumption: employee only about $311,331 at 4% or $207,554 at 6%; with 50% employer match about $207,554 at 4% or $138,369 at 6%; with 100% employer match about $155,665 at 4% or $103,777 at 6%.
200518$424,957$85,092$10,637iApproximate average salary by contribution assumption: employee only about $265,913 at 4% or $177,275 at 6%; with 50% employer match about $177,275 at 4% or $118,183 at 6%; with 100% employer match about $132,956 at 4% or $88,638 at 6%.
Schmidt & Schmidt Ltd 401K Profit Sharing Plan and Trust-8$424,957$85,092$10,637iApproximate average salary by contribution assumption: employee only about $265,913 at 4% or $177,275 at 6%; with 50% employer match about $177,275 at 4% or $118,183 at 6%; with 100% employer match about $132,956 at 4% or $88,638 at 6%.
200418$311,868$79,086$9,886iApproximate average salary by contribution assumption: employee only about $247,144 at 4% or $164,763 at 6%; with 50% employer match about $164,763 at 4% or $109,842 at 6%; with 100% employer match about $123,572 at 4% or $82,381 at 6%.
Schmidt & Schmidt Ltd 401K Profit Sharing Plan and Trust-8$311,868$79,086$9,886iApproximate average salary by contribution assumption: employee only about $247,144 at 4% or $164,763 at 6%; with 50% employer match about $164,763 at 4% or $109,842 at 6%; with 100% employer match about $123,572 at 4% or $82,381 at 6%.
200319$71,403$70,844$7,872iApproximate average salary by contribution assumption: employee only about $196,789 at 4% or $131,193 at 6%; with 50% employer match about $131,193 at 4% or $87,462 at 6%; with 100% employer match about $98,394 at 4% or $65,596 at 6%.
Schmidt & Schmidt Ltd 401K Profit Sharing Plan and Trust-9$71,403$70,844$7,872iApproximate average salary by contribution assumption: employee only about $196,789 at 4% or $131,193 at 6%; with 50% employer match about $131,193 at 4% or $87,462 at 6%; with 100% employer match about $98,394 at 4% or $65,596 at 6%.