Civic Intelligence

Schoenthaler, Roberg, Bartelt, & Kahler

Plan context: Schoenthaler, Roberg, Bartelt, & Kahler 401(K) & Ps Plan

EIN 42-1113801 • Dubuque, IA • 11 filings • 4 plans

Atr, 855 Main StreetDubuque, IA 52001
Current Snapshot

Latest Year

2018

2018 Participants

9

2018 Assets

$752,650

2018 Contributions

$70,392

Historical Graphs

Total Assets Over Time

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

$760,494$380,247$0200820132018YearValue
$752,650Latest year 2018

Participants Over Time

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

1160200820132018YearValue
9Latest year 2018

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
201819$752,650$70,392$7,821iApproximate average salary by contribution assumption: employee only about $195,533 at 4% or $130,356 at 6%; with 50% employer match about $130,356 at 4% or $86,904 at 6%; with 100% employer match about $97,767 at 4% or $65,178 at 6%.
Schoenthaler, Roberg, Bartelt, & Kahler 401(K) & Ps Plan-9$752,650$70,392$7,821iApproximate average salary by contribution assumption: employee only about $195,533 at 4% or $130,356 at 6%; with 50% employer match about $130,356 at 4% or $86,904 at 6%; with 100% employer match about $97,767 at 4% or $65,178 at 6%.
2017110$760,494$133,324$13,332iApproximate average salary by contribution assumption: employee only about $333,310 at 4% or $222,207 at 6%; with 50% employer match about $222,207 at 4% or $148,138 at 6%; with 100% employer match about $166,655 at 4% or $111,103 at 6%.
Schoenthaler, Roberg, Bartelt, & Kahler 401(K) & Ps Plan-10$760,494$133,324$13,332iApproximate average salary by contribution assumption: employee only about $333,310 at 4% or $222,207 at 6%; with 50% employer match about $222,207 at 4% or $148,138 at 6%; with 100% employer match about $166,655 at 4% or $111,103 at 6%.
2016110$538,697$95,930$9,593iApproximate average salary by contribution assumption: employee only about $239,825 at 4% or $159,883 at 6%; with 50% employer match about $159,883 at 4% or $106,589 at 6%; with 100% employer match about $119,913 at 4% or $79,942 at 6%.
Schoenthaler, Roberg, Bartelt, & Kahler 401(K) & Ps Plan-10$538,697$95,930$9,593iApproximate average salary by contribution assumption: employee only about $239,825 at 4% or $159,883 at 6%; with 50% employer match about $159,883 at 4% or $106,589 at 6%; with 100% employer match about $119,913 at 4% or $79,942 at 6%.
2015111$534,479$53,954$4,905iApproximate average salary by contribution assumption: employee only about $122,623 at 4% or $81,748 at 6%; with 50% employer match about $81,748 at 4% or $54,499 at 6%; with 100% employer match about $61,311 at 4% or $40,874 at 6%.
Schoenthaler, Roberg, Bartelt, & Kahler 401(K) & Ps Plan-11$534,479$53,954$4,905iApproximate average salary by contribution assumption: employee only about $122,623 at 4% or $81,748 at 6%; with 50% employer match about $81,748 at 4% or $54,499 at 6%; with 100% employer match about $61,311 at 4% or $40,874 at 6%.
201418$499,531$71,781$8,973iApproximate average salary by contribution assumption: employee only about $224,316 at 4% or $149,544 at 6%; with 50% employer match about $149,544 at 4% or $99,696 at 6%; with 100% employer match about $112,158 at 4% or $74,772 at 6%.
Schoenthaler, Roberg, Bartelt, & Kahler 401(K) & Ps Plan-8$499,531$71,781$8,973iApproximate average salary by contribution assumption: employee only about $224,316 at 4% or $149,544 at 6%; with 50% employer match about $149,544 at 4% or $99,696 at 6%; with 100% employer match about $112,158 at 4% or $74,772 at 6%.
2013110$425,118$75,159$7,516iApproximate average salary by contribution assumption: employee only about $187,898 at 4% or $125,265 at 6%; with 50% employer match about $125,265 at 4% or $83,510 at 6%; with 100% employer match about $93,949 at 4% or $62,633 at 6%.
Schoenthaler, Roberg, Bartelt, & Kahler 401(K) & Ps Plan-10$425,118$75,159$7,516iApproximate average salary by contribution assumption: employee only about $187,898 at 4% or $125,265 at 6%; with 50% employer match about $125,265 at 4% or $83,510 at 6%; with 100% employer match about $93,949 at 4% or $62,633 at 6%.
201218$293,406$69,354$8,669iApproximate average salary by contribution assumption: employee only about $216,731 at 4% or $144,488 at 6%; with 50% employer match about $144,488 at 4% or $96,325 at 6%; with 100% employer match about $108,366 at 4% or $72,244 at 6%.
Schoenthaler, Roberg, Bartelt, & Kahler 401(K) & Ps Plan-8$293,406$69,354$8,669iApproximate average salary by contribution assumption: employee only about $216,731 at 4% or $144,488 at 6%; with 50% employer match about $144,488 at 4% or $96,325 at 6%; with 100% employer match about $108,366 at 4% or $72,244 at 6%.
201118$238,641$61,265$7,658iApproximate average salary by contribution assumption: employee only about $191,453 at 4% or $127,635 at 6%; with 50% employer match about $127,635 at 4% or $85,090 at 6%; with 100% employer match about $95,727 at 4% or $63,818 at 6%.
Schoenthaler, Roberg, Bartelt, & Kahler 401(K) & Ps Plan-8$238,641$61,265$7,658iApproximate average salary by contribution assumption: employee only about $191,453 at 4% or $127,635 at 6%; with 50% employer match about $127,635 at 4% or $85,090 at 6%; with 100% employer match about $95,727 at 4% or $63,818 at 6%.
201018$291,313$53,065$6,633iApproximate average salary by contribution assumption: employee only about $165,828 at 4% or $110,552 at 6%; with 50% employer match about $110,552 at 4% or $73,701 at 6%; with 100% employer match about $82,914 at 4% or $55,276 at 6%.
Schoenthaler, Roberg, Bartelt, & Kahler 401(K) & Ps Plan-8$291,313$53,065$6,633iApproximate average salary by contribution assumption: employee only about $165,828 at 4% or $110,552 at 6%; with 50% employer match about $110,552 at 4% or $73,701 at 6%; with 100% employer match about $82,914 at 4% or $55,276 at 6%.
200918$208,287$96,379$12,047iApproximate average salary by contribution assumption: employee only about $301,184 at 4% or $200,790 at 6%; with 50% employer match about $200,790 at 4% or $133,860 at 6%; with 100% employer match about $150,592 at 4% or $100,395 at 6%.
Schoenthaler, Roberg, Bartelt, & Kahler 401(K) & Ps Plan-8$208,287$96,379$12,047iApproximate average salary by contribution assumption: employee only about $301,184 at 4% or $200,790 at 6%; with 50% employer match about $200,790 at 4% or $133,860 at 6%; with 100% employer match about $150,592 at 4% or $100,395 at 6%.
200818$71,641$101,139$12,642iApproximate average salary by contribution assumption: employee only about $316,059 at 4% or $210,706 at 6%; with 50% employer match about $210,706 at 4% or $140,471 at 6%; with 100% employer match about $158,030 at 4% or $105,353 at 6%.
Schoenthaler, Roberg, Bartelt, & Kahler 401(K) & Ps Plan-8$71,641$101,139$12,642iApproximate average salary by contribution assumption: employee only about $316,059 at 4% or $210,706 at 6%; with 50% employer match about $210,706 at 4% or $140,471 at 6%; with 100% employer match about $158,030 at 4% or $105,353 at 6%.