Civic Intelligence

Shumaker and Sieffert PA

Plan context: Shumaker & Sieffert P a 401(K) Profit Sharing Plan and Trust

EIN 41-1988229 • Woodbury, MN • 24 filings • 6 plans

1625 Radio Dr Ste 300Woodbury, MN 55125-9410
Current Snapshot

Latest Year

2024

2024 Participants

78

2024 Assets

$30,778,574

2024 Contributions

$1,817,785

Historical Graphs

Total Assets Over Time

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

$33,147,798$16,573,899$0200120142024YearValue
$30,778,574Latest year 2024

Participants Over Time

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

85430200120132024YearValue
78Latest 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
2024178$30,778,574$1,817,785$23,305iApproximate average salary by contribution assumption: employee only about $582,623 at 4% or $388,416 at 6%; with 50% employer match about $388,416 at 4% or $258,944 at 6%; with 100% employer match about $291,312 at 4% or $194,208 at 6%.
Shumaker & Sieffert P a 401(K) Profit Sharing Plan and Trust-78$30,778,574$1,817,785$23,305iApproximate average salary by contribution assumption: employee only about $582,623 at 4% or $388,416 at 6%; with 50% employer match about $388,416 at 4% or $258,944 at 6%; with 100% employer match about $291,312 at 4% or $194,208 at 6%.
2023185$28,422,638$1,611,646$18,961iApproximate average salary by contribution assumption: employee only about $474,014 at 4% or $316,009 at 6%; with 50% employer match about $316,009 at 4% or $210,673 at 6%; with 100% employer match about $237,007 at 4% or $158,005 at 6%.
Shumaker & Sieffert P a 401(K) Profit Sharing Plan and Trust-85$28,422,638$1,611,646$18,961iApproximate average salary by contribution assumption: employee only about $474,014 at 4% or $316,009 at 6%; with 50% employer match about $316,009 at 4% or $210,673 at 6%; with 100% employer match about $237,007 at 4% or $158,005 at 6%.
2022168$26,284,212$1,621,899$23,851iApproximate average salary by contribution assumption: employee only about $596,286 at 4% or $397,524 at 6%; with 50% employer match about $397,524 at 4% or $265,016 at 6%; with 100% employer match about $298,143 at 4% or $198,762 at 6%.
Shumaker & Sieffert P a 401(K) Profit Sharing Plan and Trust-68$26,284,212$1,621,899$23,851iApproximate average salary by contribution assumption: employee only about $596,286 at 4% or $397,524 at 6%; with 50% employer match about $397,524 at 4% or $265,016 at 6%; with 100% employer match about $298,143 at 4% or $198,762 at 6%.
2021176$33,147,798$1,725,770$22,708iApproximate average salary by contribution assumption: employee only about $567,688 at 4% or $378,458 at 6%; with 50% employer match about $378,458 at 4% or $252,306 at 6%; with 100% employer match about $283,844 at 4% or $189,229 at 6%.
Shumaker & Sieffert P a 401(K) Profit Sharing Plan and Trust-76$33,147,798$1,725,770$22,708iApproximate average salary by contribution assumption: employee only about $567,688 at 4% or $378,458 at 6%; with 50% employer match about $378,458 at 4% or $252,306 at 6%; with 100% employer match about $283,844 at 4% or $189,229 at 6%.
2020178$26,840,228$1,696,456$21,749iApproximate average salary by contribution assumption: employee only about $543,736 at 4% or $362,491 at 6%; with 50% employer match about $362,491 at 4% or $241,660 at 6%; with 100% employer match about $271,868 at 4% or $181,245 at 6%.
Shumaker & Sieffert P a 401(K) Profit Sharing Plan and Trust-78$26,840,228$1,696,456$21,749iApproximate average salary by contribution assumption: employee only about $543,736 at 4% or $362,491 at 6%; with 50% employer match about $362,491 at 4% or $241,660 at 6%; with 100% employer match about $271,868 at 4% or $181,245 at 6%.
2019172$23,029,835$1,568,078$21,779iApproximate average salary by contribution assumption: employee only about $544,472 at 4% or $362,981 at 6%; with 50% employer match about $362,981 at 4% or $241,987 at 6%; with 100% employer match about $272,236 at 4% or $181,491 at 6%.
Shumaker & Sieffert P a 401(K) Profit Sharing Plan and Trust-72$23,029,835$1,568,078$21,779iApproximate average salary by contribution assumption: employee only about $544,472 at 4% or $362,981 at 6%; with 50% employer match about $362,981 at 4% or $241,987 at 6%; with 100% employer match about $272,236 at 4% or $181,491 at 6%.
2018173$17,404,361$1,451,875$19,889iApproximate average salary by contribution assumption: employee only about $497,217 at 4% or $331,478 at 6%; with 50% employer match about $331,478 at 4% or $220,986 at 6%; with 100% employer match about $248,609 at 4% or $165,739 at 6%.
Shumaker & Sieffert P a 401(K) Profit Sharing Plan and Trust-73$17,404,361$1,451,875$19,889iApproximate average salary by contribution assumption: employee only about $497,217 at 4% or $331,478 at 6%; with 50% employer match about $331,478 at 4% or $220,986 at 6%; with 100% employer match about $248,609 at 4% or $165,739 at 6%.
2017179$17,311,902$1,477,069$18,697iApproximate average salary by contribution assumption: employee only about $467,427 at 4% or $311,618 at 6%; with 50% employer match about $311,618 at 4% or $207,745 at 6%; with 100% employer match about $233,713 at 4% or $155,809 at 6%.
Shumaker & Sieffert P a 401(K) Profit Sharing Plan and Trust-79$17,311,902$1,477,069$18,697iApproximate average salary by contribution assumption: employee only about $467,427 at 4% or $311,618 at 6%; with 50% employer match about $311,618 at 4% or $207,745 at 6%; with 100% employer match about $233,713 at 4% or $155,809 at 6%.
2016180$13,497,879$2,444,231$30,553iApproximate average salary by contribution assumption: employee only about $763,822 at 4% or $509,215 at 6%; with 50% employer match about $509,215 at 4% or $339,477 at 6%; with 100% employer match about $381,911 at 4% or $254,607 at 6%.
Shumaker & Sieffert P a 401(K) Profit Sharing Plan and Trust-80$13,497,879$2,444,231$30,553iApproximate average salary by contribution assumption: employee only about $763,822 at 4% or $509,215 at 6%; with 50% employer match about $509,215 at 4% or $339,477 at 6%; with 100% employer match about $381,911 at 4% or $254,607 at 6%.
2015165$10,322,949$1,184,096$18,217iApproximate average salary by contribution assumption: employee only about $455,422 at 4% or $303,614 at 6%; with 50% employer match about $303,614 at 4% or $202,410 at 6%; with 100% employer match about $227,711 at 4% or $151,807 at 6%.
Shumaker & Sieffert P a 401(K) Profit Sharing Plan and Trust-65$10,322,949$1,184,096$18,217iApproximate average salary by contribution assumption: employee only about $455,422 at 4% or $303,614 at 6%; with 50% employer match about $303,614 at 4% or $202,410 at 6%; with 100% employer match about $227,711 at 4% or $151,807 at 6%.
2014169$9,464,030$1,291,288$18,714iApproximate average salary by contribution assumption: employee only about $467,858 at 4% or $311,905 at 6%; with 50% employer match about $311,905 at 4% or $207,937 at 6%; with 100% employer match about $233,929 at 4% or $155,953 at 6%.
Shumaker & Sieffert P a 401(K) Profit Sharing Plan and Trust-69$9,464,030$1,291,288$18,714iApproximate average salary by contribution assumption: employee only about $467,858 at 4% or $311,905 at 6%; with 50% employer match about $311,905 at 4% or $207,937 at 6%; with 100% employer match about $233,929 at 4% or $155,953 at 6%.
2013157$7,806,950$1,068,692$18,749iApproximate average salary by contribution assumption: employee only about $468,725 at 4% or $312,483 at 6%; with 50% employer match about $312,483 at 4% or $208,322 at 6%; with 100% employer match about $234,362 at 4% or $156,242 at 6%.
Shumaker & Sieffert P a 401(K) Profit Sharing Plan and Trust-57$7,806,950$1,068,692$18,749iApproximate average salary by contribution assumption: employee only about $468,725 at 4% or $312,483 at 6%; with 50% employer match about $312,483 at 4% or $208,322 at 6%; with 100% employer match about $234,362 at 4% or $156,242 at 6%.
2012156$5,516,287$1,001,175$17,878iApproximate average salary by contribution assumption: employee only about $446,953 at 4% or $297,969 at 6%; with 50% employer match about $297,969 at 4% or $198,646 at 6%; with 100% employer match about $223,477 at 4% or $148,984 at 6%.
Shumaker & Sieffert P A-56$5,516,287$1,001,175$17,878iApproximate average salary by contribution assumption: employee only about $446,953 at 4% or $297,969 at 6%; with 50% employer match about $297,969 at 4% or $198,646 at 6%; with 100% employer match about $223,477 at 4% or $148,984 at 6%.
2011150$3,938,462$819,348$16,387iApproximate average salary by contribution assumption: employee only about $409,674 at 4% or $273,116 at 6%; with 50% employer match about $273,116 at 4% or $182,077 at 6%; with 100% employer match about $204,837 at 4% or $136,558 at 6%.
Shumaker & Sieffert P A-50$3,938,462$819,348$16,387iApproximate average salary by contribution assumption: employee only about $409,674 at 4% or $273,116 at 6%; with 50% employer match about $273,116 at 4% or $182,077 at 6%; with 100% employer match about $204,837 at 4% or $136,558 at 6%.
2010119$3,389,125$588,166$30,956iApproximate average salary by contribution assumption: employee only about $773,903 at 4% or $515,935 at 6%; with 50% employer match about $515,935 at 4% or $343,957 at 6%; with 100% employer match about $386,951 at 4% or $257,968 at 6%.
Shumaker & Sieffert P A-19$3,389,125$588,166$30,956iApproximate average salary by contribution assumption: employee only about $773,903 at 4% or $515,935 at 6%; with 50% employer match about $515,935 at 4% or $343,957 at 6%; with 100% employer match about $386,951 at 4% or $257,968 at 6%.
2009128$2,443,398$480,059$17,145iApproximate average salary by contribution assumption: employee only about $428,624 at 4% or $285,749 at 6%; with 50% employer match about $285,749 at 4% or $190,500 at 6%; with 100% employer match about $214,312 at 4% or $142,875 at 6%.
Shumaker & Sieffert P A-28$2,443,398$480,059$17,145iApproximate average salary by contribution assumption: employee only about $428,624 at 4% or $285,749 at 6%; with 50% employer match about $285,749 at 4% or $190,500 at 6%; with 100% employer match about $214,312 at 4% or $142,875 at 6%.
200813$1,498,531$443,163$147,721iApproximate average salary by contribution assumption: employee only about $3,693,025 at 4% or $2,462,017 at 6%; with 50% employer match about $2,462,017 at 4% or $1,641,344 at 6%; with 100% employer match about $1,846,513 at 4% or $1,231,008 at 6%.
Shumaker & Sieffert P A-3$1,498,531$443,163$147,721iApproximate average salary by contribution assumption: employee only about $3,693,025 at 4% or $2,462,017 at 6%; with 50% employer match about $2,462,017 at 4% or $1,641,344 at 6%; with 100% employer match about $1,846,513 at 4% or $1,231,008 at 6%.
2007120$0$0-
Shumaker & Sieffert P A-20---
2006119$1,277,119$295,377$15,546iApproximate average salary by contribution assumption: employee only about $388,654 at 4% or $259,103 at 6%; with 50% employer match about $259,103 at 4% or $172,735 at 6%; with 100% employer match about $194,327 at 4% or $129,551 at 6%.
Shumaker & Sieffert P A-19$1,277,119$295,377$15,546iApproximate average salary by contribution assumption: employee only about $388,654 at 4% or $259,103 at 6%; with 50% employer match about $259,103 at 4% or $172,735 at 6%; with 100% employer match about $194,327 at 4% or $129,551 at 6%.
2005116$1,098,152$343,133$21,446iApproximate average salary by contribution assumption: employee only about $536,145 at 4% or $357,430 at 6%; with 50% employer match about $357,430 at 4% or $238,287 at 6%; with 100% employer match about $268,073 at 4% or $178,715 at 6%.
Shumaker & Sieffert P A-16$1,098,152$343,133$21,446iApproximate average salary by contribution assumption: employee only about $536,145 at 4% or $357,430 at 6%; with 50% employer match about $357,430 at 4% or $238,287 at 6%; with 100% employer match about $268,073 at 4% or $178,715 at 6%.
2004116$709,348$204,843$12,803iApproximate average salary by contribution assumption: employee only about $320,067 at 4% or $213,378 at 6%; with 50% employer match about $213,378 at 4% or $142,252 at 6%; with 100% employer match about $160,034 at 4% or $106,689 at 6%.
Shumaker & Sieffert P a 401(K) Profit Sharing Plan and Trust-16$709,348$204,843$12,803iApproximate average salary by contribution assumption: employee only about $320,067 at 4% or $213,378 at 6%; with 50% employer match about $213,378 at 4% or $142,252 at 6%; with 100% employer match about $160,034 at 4% or $106,689 at 6%.
200319$0$0-
Shumaker & Sieffert P a 401(K) Profit Sharing Plan and Trust-9---
200217$225,787$138,999$19,857iApproximate average salary by contribution assumption: employee only about $496,425 at 4% or $330,950 at 6%; with 50% employer match about $330,950 at 4% or $220,633 at 6%; with 100% employer match about $248,213 at 4% or $165,475 at 6%.
Shumaker & Sieffert P a 401(K) Profit Sharing Plan and Trust-7$225,787$138,999$19,857iApproximate average salary by contribution assumption: employee only about $496,425 at 4% or $330,950 at 6%; with 50% employer match about $330,950 at 4% or $220,633 at 6%; with 100% employer match about $248,213 at 4% or $165,475 at 6%.
200118$131,348$137,529$17,191iApproximate average salary by contribution assumption: employee only about $429,778 at 4% or $286,519 at 6%; with 50% employer match about $286,519 at 4% or $191,013 at 6%; with 100% employer match about $214,889 at 4% or $143,259 at 6%.
Shumaker & Sieffert P a 401(K) Profit Sharing Plan and Trust-8$131,348$137,529$17,191iApproximate average salary by contribution assumption: employee only about $429,778 at 4% or $286,519 at 6%; with 50% employer match about $286,519 at 4% or $191,013 at 6%; with 100% employer match about $214,889 at 4% or $143,259 at 6%.