Civic Intelligence

Jamison-Schmitz Funeral Homes Inc.

Plan context: Jamison-Schmitz Funeral Homes Profit Sharing Plan

EIN 42-1182734 • Oelwein, IA • 18 filings • 6 plans

PO Box 614Oelwein, IA 50662
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,187,972

2024 Contributions

$81,212

Historical Graphs

Total Assets Over Time

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

$1,508,805$754,403$0201120182024YearValue
$1,187,972Latest year 2024

Participants Over Time

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

530200020172024YearValue
5Latest 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
202415$1,187,972$81,212$16,242iApproximate average salary by contribution assumption: employee only about $406,060 at 4% or $270,707 at 6%; with 50% employer match about $270,707 at 4% or $180,471 at 6%; with 100% employer match about $203,030 at 4% or $135,353 at 6%.
Jamison-Schmitz Funeral Homes Profit Sharing Plan-5$1,187,972$81,212$16,242iApproximate average salary by contribution assumption: employee only about $406,060 at 4% or $270,707 at 6%; with 50% employer match about $270,707 at 4% or $180,471 at 6%; with 100% employer match about $203,030 at 4% or $135,353 at 6%.
202313$973,853$81,480$27,160iApproximate average salary by contribution assumption: employee only about $679,000 at 4% or $452,667 at 6%; with 50% employer match about $452,667 at 4% or $301,778 at 6%; with 100% employer match about $339,500 at 4% or $226,333 at 6%.
Jamison-Schmitz Funeral Homes Profit Sharing Plan-3$973,853$81,480$27,160iApproximate average salary by contribution assumption: employee only about $679,000 at 4% or $452,667 at 6%; with 50% employer match about $452,667 at 4% or $301,778 at 6%; with 100% employer match about $339,500 at 4% or $226,333 at 6%.
202214$813,760$72,726$18,182iApproximate average salary by contribution assumption: employee only about $454,538 at 4% or $303,025 at 6%; with 50% employer match about $303,025 at 4% or $202,017 at 6%; with 100% employer match about $227,269 at 4% or $151,513 at 6%.
Jamison-Schmitz Funeral Homes Profit Sharing Plan-4$813,760$72,726$18,182iApproximate average salary by contribution assumption: employee only about $454,538 at 4% or $303,025 at 6%; with 50% employer match about $303,025 at 4% or $202,017 at 6%; with 100% employer match about $227,269 at 4% or $151,513 at 6%.
202114$905,088$76,010$19,003iApproximate average salary by contribution assumption: employee only about $475,063 at 4% or $316,708 at 6%; with 50% employer match about $316,708 at 4% or $211,139 at 6%; with 100% employer match about $237,531 at 4% or $158,354 at 6%.
Jamison-Schmitz Funeral Homes Profit Sharing Plan-4$905,088$76,010$19,003iApproximate average salary by contribution assumption: employee only about $475,063 at 4% or $316,708 at 6%; with 50% employer match about $316,708 at 4% or $211,139 at 6%; with 100% employer match about $237,531 at 4% or $158,354 at 6%.
202014$725,388$59,529$14,882iApproximate average salary by contribution assumption: employee only about $372,056 at 4% or $248,038 at 6%; with 50% employer match about $248,038 at 4% or $165,358 at 6%; with 100% employer match about $186,028 at 4% or $124,019 at 6%.
Jamison-Schmitz Funeral Homes Profit Sharing Plan-4$725,388$59,529$14,882iApproximate average salary by contribution assumption: employee only about $372,056 at 4% or $248,038 at 6%; with 50% employer match about $248,038 at 4% or $165,358 at 6%; with 100% employer match about $186,028 at 4% or $124,019 at 6%.
201914$553,997$47,695$11,924iApproximate average salary by contribution assumption: employee only about $298,094 at 4% or $198,729 at 6%; with 50% employer match about $198,729 at 4% or $132,486 at 6%; with 100% employer match about $149,047 at 4% or $99,365 at 6%.
Jamison-Schmitz Funeral Homes Profit Sharing Plan-4$553,997$47,695$11,924iApproximate average salary by contribution assumption: employee only about $298,094 at 4% or $198,729 at 6%; with 50% employer match about $198,729 at 4% or $132,486 at 6%; with 100% employer match about $149,047 at 4% or $99,365 at 6%.
201814$416,574$47,531$11,883iApproximate average salary by contribution assumption: employee only about $297,069 at 4% or $198,046 at 6%; with 50% employer match about $198,046 at 4% or $132,031 at 6%; with 100% employer match about $148,534 at 4% or $99,023 at 6%.
Jamison-Schmitz Funeral Homes Profit Sharing Plan-4$416,574$47,531$11,883iApproximate average salary by contribution assumption: employee only about $297,069 at 4% or $198,046 at 6%; with 50% employer match about $198,046 at 4% or $132,031 at 6%; with 100% employer match about $148,534 at 4% or $99,023 at 6%.
201713$386,628$38,450$12,817iApproximate average salary by contribution assumption: employee only about $320,417 at 4% or $213,611 at 6%; with 50% employer match about $213,611 at 4% or $142,407 at 6%; with 100% employer match about $160,208 at 4% or $106,806 at 6%.
Jamison-Schmitz Funeral Homes Profit Sharing Plan-3$386,628$38,450$12,817iApproximate average salary by contribution assumption: employee only about $320,417 at 4% or $213,611 at 6%; with 50% employer match about $213,611 at 4% or $142,407 at 6%; with 100% employer match about $160,208 at 4% or $106,806 at 6%.
201613$295,233$30,496$10,165iApproximate average salary by contribution assumption: employee only about $254,133 at 4% or $169,422 at 6%; with 50% employer match about $169,422 at 4% or $112,948 at 6%; with 100% employer match about $127,067 at 4% or $84,711 at 6%.
Jamison-Schmitz Funeral Homes Profit Sharing Plan-3$295,233$30,496$10,165iApproximate average salary by contribution assumption: employee only about $254,133 at 4% or $169,422 at 6%; with 50% employer match about $169,422 at 4% or $112,948 at 6%; with 100% employer match about $127,067 at 4% or $84,711 at 6%.
201513$652,271$29,370$9,790iApproximate average salary by contribution assumption: employee only about $244,750 at 4% or $163,167 at 6%; with 50% employer match about $163,167 at 4% or $108,778 at 6%; with 100% employer match about $122,375 at 4% or $81,583 at 6%.
Jamison-Schmitz Funeral Homes Profit Sharing Plan-3$652,271$29,370$9,790iApproximate average salary by contribution assumption: employee only about $244,750 at 4% or $163,167 at 6%; with 50% employer match about $163,167 at 4% or $108,778 at 6%; with 100% employer match about $122,375 at 4% or $81,583 at 6%.
201413$614,938$37,484$12,495iApproximate average salary by contribution assumption: employee only about $312,367 at 4% or $208,244 at 6%; with 50% employer match about $208,244 at 4% or $138,830 at 6%; with 100% employer match about $156,183 at 4% or $104,122 at 6%.
Jamison-Schmitz Funeral Homes Profit Sharing Plan-3$614,938$37,484$12,495iApproximate average salary by contribution assumption: employee only about $312,367 at 4% or $208,244 at 6%; with 50% employer match about $208,244 at 4% or $138,830 at 6%; with 100% employer match about $156,183 at 4% or $104,122 at 6%.
201314$1,508,805$42,049$10,512iApproximate average salary by contribution assumption: employee only about $262,806 at 4% or $175,204 at 6%; with 50% employer match about $175,204 at 4% or $116,803 at 6%; with 100% employer match about $131,403 at 4% or $87,602 at 6%.
Jamison-Schmitz Funeral Homes Profit Sharing Plan-4$1,508,805$42,049$10,512iApproximate average salary by contribution assumption: employee only about $262,806 at 4% or $175,204 at 6%; with 50% employer match about $175,204 at 4% or $116,803 at 6%; with 100% employer match about $131,403 at 4% or $87,602 at 6%.
201213$1,172,201$53,338$17,779iApproximate average salary by contribution assumption: employee only about $444,483 at 4% or $296,322 at 6%; with 50% employer match about $296,322 at 4% or $197,548 at 6%; with 100% employer match about $222,242 at 4% or $148,161 at 6%.
Jamison-Schmitz Funeral Homes Profit Sharing Plan-3$1,172,201$53,338$17,779iApproximate average salary by contribution assumption: employee only about $444,483 at 4% or $296,322 at 6%; with 50% employer match about $296,322 at 4% or $197,548 at 6%; with 100% employer match about $222,242 at 4% or $148,161 at 6%.
201123$1,343,218$55,858$18,619iApproximate average salary by contribution assumption: employee only about $465,483 at 4% or $310,322 at 6%; with 50% employer match about $310,322 at 4% or $206,881 at 6%; with 100% employer match about $232,742 at 4% or $155,161 at 6%.
Jamison-Schmitz Funeral Homes Profit Sharing Plan-2$680,812$24,600$12,300iApproximate average salary by contribution assumption: employee only about $307,500 at 4% or $205,000 at 6%; with 50% employer match about $205,000 at 4% or $136,667 at 6%; with 100% employer match about $153,750 at 4% or $102,500 at 6%.
Jamison-Schmitz Funeral Homes Profit Sharing Plan-3$662,406$31,258$10,419iApproximate average salary by contribution assumption: employee only about $260,483 at 4% or $173,656 at 6%; with 50% employer match about $173,656 at 4% or $115,770 at 6%; with 100% employer match about $130,242 at 4% or $86,828 at 6%.
200112$0$0-
Jamison-Schmitz Funeral Homes Profit Sharing Plan-2---
200022$0$0-
Jamison-Schmitz Funeral Homes Profit Sharing Plan-2---
Jamison-Schmitz Funeral Homes Profit Sharing Plan-2---