Civic Intelligence

Schulz & Agenend PC

Plan context: Schulz & Agenend PC Profit Sharing Plan and Trust

EIN 42-1458722 • Cedar Rapids, IA • 26 filings • 9 plans

500 8th Avenue SECedar Rapids, IA 52401
Current Snapshot

Latest Year

2024

2024 Participants

39

2024 Assets

$9,615,269

2024 Contributions

$289,178

Historical Graphs

Total Assets Over Time

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

$9,615,269$4,807,635$0199920142024YearValue
$9,615,269Latest year 2024

Participants Over Time

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

44220199920142024YearValue
39Latest 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
2024139$9,615,269$289,178$7,415iApproximate average salary by contribution assumption: employee only about $185,371 at 4% or $123,580 at 6%; with 50% employer match about $123,580 at 4% or $82,387 at 6%; with 100% employer match about $92,685 at 4% or $61,790 at 6%.
Schulz & Agenend PC Profit Sharing Plan and Trust-39$9,615,269$289,178$7,415iApproximate average salary by contribution assumption: employee only about $185,371 at 4% or $123,580 at 6%; with 50% employer match about $123,580 at 4% or $82,387 at 6%; with 100% employer match about $92,685 at 4% or $61,790 at 6%.
2023134$8,243,375$222,317$6,539iApproximate average salary by contribution assumption: employee only about $163,468 at 4% or $108,979 at 6%; with 50% employer match about $108,979 at 4% or $72,653 at 6%; with 100% employer match about $81,734 at 4% or $54,489 at 6%.
Schulz & Agenend PC Profit Sharing Plan and Trust-34$8,243,375$222,317$6,539iApproximate average salary by contribution assumption: employee only about $163,468 at 4% or $108,979 at 6%; with 50% employer match about $108,979 at 4% or $72,653 at 6%; with 100% employer match about $81,734 at 4% or $54,489 at 6%.
2022138$7,658,620$301,972$7,947iApproximate average salary by contribution assumption: employee only about $198,666 at 4% or $132,444 at 6%; with 50% employer match about $132,444 at 4% or $88,296 at 6%; with 100% employer match about $99,333 at 4% or $66,222 at 6%.
Schulz & Agenend PC Profit Sharing Plan and Trust-38$7,658,620$301,972$7,947iApproximate average salary by contribution assumption: employee only about $198,666 at 4% or $132,444 at 6%; with 50% employer match about $132,444 at 4% or $88,296 at 6%; with 100% employer match about $99,333 at 4% or $66,222 at 6%.
2021135$9,431,790$324,483$9,271iApproximate average salary by contribution assumption: employee only about $231,774 at 4% or $154,516 at 6%; with 50% employer match about $154,516 at 4% or $103,010 at 6%; with 100% employer match about $115,887 at 4% or $77,258 at 6%.
Schulz & Agenend PC Profit Sharing Plan and Trust-35$9,431,790$324,483$9,271iApproximate average salary by contribution assumption: employee only about $231,774 at 4% or $154,516 at 6%; with 50% employer match about $154,516 at 4% or $103,010 at 6%; with 100% employer match about $115,887 at 4% or $77,258 at 6%.
2020143$8,132,001$322,184$7,493iApproximate average salary by contribution assumption: employee only about $187,316 at 4% or $124,878 at 6%; with 50% employer match about $124,878 at 4% or $83,252 at 6%; with 100% employer match about $93,658 at 4% or $62,439 at 6%.
Schulz & Agenend PC Profit Sharing Plan and Trust-43$8,132,001$322,184$7,493iApproximate average salary by contribution assumption: employee only about $187,316 at 4% or $124,878 at 6%; with 50% employer match about $124,878 at 4% or $83,252 at 6%; with 100% employer match about $93,658 at 4% or $62,439 at 6%.
2019144$6,703,049$344,128$7,821iApproximate average salary by contribution assumption: employee only about $195,527 at 4% or $130,352 at 6%; with 50% employer match about $130,352 at 4% or $86,901 at 6%; with 100% employer match about $97,764 at 4% or $65,176 at 6%.
Schulz & Agenend PC Profit Sharing Plan and Trust-44$6,703,049$344,128$7,821iApproximate average salary by contribution assumption: employee only about $195,527 at 4% or $130,352 at 6%; with 50% employer match about $130,352 at 4% or $86,901 at 6%; with 100% employer match about $97,764 at 4% or $65,176 at 6%.
2018144$5,207,944$293,141$6,662iApproximate average salary by contribution assumption: employee only about $166,557 at 4% or $111,038 at 6%; with 50% employer match about $111,038 at 4% or $74,026 at 6%; with 100% employer match about $83,279 at 4% or $55,519 at 6%.
Schulz & Agenend PC Profit Sharing Plan and Trust-44$5,207,944$293,141$6,662iApproximate average salary by contribution assumption: employee only about $166,557 at 4% or $111,038 at 6%; with 50% employer match about $111,038 at 4% or $74,026 at 6%; with 100% employer match about $83,279 at 4% or $55,519 at 6%.
2017144$5,372,805$266,029$6,046iApproximate average salary by contribution assumption: employee only about $151,153 at 4% or $100,769 at 6%; with 50% employer match about $100,769 at 4% or $67,179 at 6%; with 100% employer match about $75,576 at 4% or $50,384 at 6%.
Schulz & Agenend PC Profit Sharing Plan and Trust-44$5,372,805$266,029$6,046iApproximate average salary by contribution assumption: employee only about $151,153 at 4% or $100,769 at 6%; with 50% employer match about $100,769 at 4% or $67,179 at 6%; with 100% employer match about $75,576 at 4% or $50,384 at 6%.
2016142$4,202,349$250,274$5,959iApproximate average salary by contribution assumption: employee only about $148,973 at 4% or $99,315 at 6%; with 50% employer match about $99,315 at 4% or $66,210 at 6%; with 100% employer match about $74,486 at 4% or $49,658 at 6%.
Schulz & Agenend PC Profit Sharing Plan and Trust-42$4,202,349$250,274$5,959iApproximate average salary by contribution assumption: employee only about $148,973 at 4% or $99,315 at 6%; with 50% employer match about $99,315 at 4% or $66,210 at 6%; with 100% employer match about $74,486 at 4% or $49,658 at 6%.
2015144$4,815,198$288,253$6,551iApproximate average salary by contribution assumption: employee only about $163,780 at 4% or $109,187 at 6%; with 50% employer match about $109,187 at 4% or $72,791 at 6%; with 100% employer match about $81,890 at 4% or $54,593 at 6%.
Schulz & Agenend PC Profit Sharing Plan and Trust-44$4,815,198$288,253$6,551iApproximate average salary by contribution assumption: employee only about $163,780 at 4% or $109,187 at 6%; with 50% employer match about $109,187 at 4% or $72,791 at 6%; with 100% employer match about $81,890 at 4% or $54,593 at 6%.
2014143$4,544,535$287,603$6,688iApproximate average salary by contribution assumption: employee only about $167,211 at 4% or $111,474 at 6%; with 50% employer match about $111,474 at 4% or $74,316 at 6%; with 100% employer match about $83,606 at 4% or $55,737 at 6%.
Schulz & Agenend PC Profit Sharing Plan and Trust-43$4,544,535$287,603$6,688iApproximate average salary by contribution assumption: employee only about $167,211 at 4% or $111,474 at 6%; with 50% employer match about $111,474 at 4% or $74,316 at 6%; with 100% employer match about $83,606 at 4% or $55,737 at 6%.
2013139$4,025,512$280,787$7,200iApproximate average salary by contribution assumption: employee only about $179,992 at 4% or $119,994 at 6%; with 50% employer match about $119,994 at 4% or $79,996 at 6%; with 100% employer match about $89,996 at 4% or $59,997 at 6%.
Schulz & Agenend PC Profit Sharing Plan and Trust-39$4,025,512$280,787$7,200iApproximate average salary by contribution assumption: employee only about $179,992 at 4% or $119,994 at 6%; with 50% employer match about $119,994 at 4% or $79,996 at 6%; with 100% employer match about $89,996 at 4% or $59,997 at 6%.
2012141$3,013,195$294,067$7,172iApproximate average salary by contribution assumption: employee only about $179,309 at 4% or $119,539 at 6%; with 50% employer match about $119,539 at 4% or $79,693 at 6%; with 100% employer match about $89,655 at 4% or $59,770 at 6%.
Schulz & Agenend PC Profit Sharing Plan and Trust-41$3,013,195$294,067$7,172iApproximate average salary by contribution assumption: employee only about $179,309 at 4% or $119,539 at 6%; with 50% employer match about $119,539 at 4% or $79,693 at 6%; with 100% employer match about $89,655 at 4% or $59,770 at 6%.
2006118$1,545,925$160,149$8,897iApproximate average salary by contribution assumption: employee only about $222,429 at 4% or $148,286 at 6%; with 50% employer match about $148,286 at 4% or $98,857 at 6%; with 100% employer match about $111,215 at 4% or $74,143 at 6%.
Schulz & Agenend PC Profit Sharing Plan and Trust-18$1,545,925$160,149$8,897iApproximate average salary by contribution assumption: employee only about $222,429 at 4% or $148,286 at 6%; with 50% employer match about $148,286 at 4% or $98,857 at 6%; with 100% employer match about $111,215 at 4% or $74,143 at 6%.
2005118$1,267,904$116,257$6,459iApproximate average salary by contribution assumption: employee only about $161,468 at 4% or $107,645 at 6%; with 50% employer match about $107,645 at 4% or $71,764 at 6%; with 100% employer match about $80,734 at 4% or $53,823 at 6%.
Schulz & Agenend PC Profit Sharing Plan and Trust-18$1,267,904$116,257$6,459iApproximate average salary by contribution assumption: employee only about $161,468 at 4% or $107,645 at 6%; with 50% employer match about $107,645 at 4% or $71,764 at 6%; with 100% employer match about $80,734 at 4% or $53,823 at 6%.
2004114$1,112,558$132,000$9,429iApproximate average salary by contribution assumption: employee only about $235,714 at 4% or $157,143 at 6%; with 50% employer match about $157,143 at 4% or $104,762 at 6%; with 100% employer match about $117,857 at 4% or $78,571 at 6%.
Schulz & Agenend PC Profit Sharing Plan and Trust-14$1,112,558$132,000$9,429iApproximate average salary by contribution assumption: employee only about $235,714 at 4% or $157,143 at 6%; with 50% employer match about $157,143 at 4% or $104,762 at 6%; with 100% employer match about $117,857 at 4% or $78,571 at 6%.
2003213$914,834$110,950$8,535iApproximate average salary by contribution assumption: employee only about $213,365 at 4% or $142,244 at 6%; with 50% employer match about $142,244 at 4% or $94,829 at 6%; with 100% employer match about $106,683 at 4% or $71,122 at 6%.
Schulz & Agenend PC Profit Sharing Plan and Trust-13$914,834$110,950$8,535iApproximate average salary by contribution assumption: employee only about $213,365 at 4% or $142,244 at 6%; with 50% employer match about $142,244 at 4% or $94,829 at 6%; with 100% employer match about $106,683 at 4% or $71,122 at 6%.
Schulz & Agenend PC Money Purchase Plan and Trust-0---
2002213$665,779$136,636$10,510iApproximate average salary by contribution assumption: employee only about $262,762 at 4% or $175,174 at 6%; with 50% employer match about $175,174 at 4% or $116,783 at 6%; with 100% employer match about $131,381 at 4% or $87,587 at 6%.
Schulz & Agenend PC Profit Sharing Plan and Trust-13$554,376$104,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Schulz & Agenend PC Money Purchase Plan and Trust-13$111,403$32,636$2,510iApproximate average salary by contribution assumption: employee only about $62,762 at 4% or $41,841 at 6%; with 50% employer match about $41,841 at 4% or $27,894 at 6%; with 100% employer match about $31,381 at 4% or $20,921 at 6%.
2001212$100,339$29,812$2,484iApproximate average salary by contribution assumption: employee only about $62,108 at 4% or $41,406 at 6%; with 50% employer match about $41,406 at 4% or $27,604 at 6%; with 100% employer match about $31,054 at 4% or $20,703 at 6%.
Schulz & Agenend PC Money Purchase Plan and Trust-12$100,339$29,812$2,484iApproximate average salary by contribution assumption: employee only about $62,108 at 4% or $41,406 at 6%; with 50% employer match about $41,406 at 4% or $27,604 at 6%; with 100% employer match about $31,054 at 4% or $20,703 at 6%.
Schulz & Agenend PC Profit Sharing Plan and Trust-12---
2000210$587,610$129,445$12,945iApproximate average salary by contribution assumption: employee only about $323,613 at 4% or $215,742 at 6%; with 50% employer match about $215,742 at 4% or $143,828 at 6%; with 100% employer match about $161,806 at 4% or $107,871 at 6%.
Schulz & Agenend PC Profit Sharing Plan and Trust-10$510,591$101,487$10,149iApproximate average salary by contribution assumption: employee only about $253,718 at 4% or $169,145 at 6%; with 50% employer match about $169,145 at 4% or $112,763 at 6%; with 100% employer match about $126,859 at 4% or $84,573 at 6%.
Schulz & Agenend PC Money Purchase Plan and Trust-10$77,019$27,958$2,796iApproximate average salary by contribution assumption: employee only about $69,895 at 4% or $46,597 at 6%; with 50% employer match about $46,597 at 4% or $31,064 at 6%; with 100% employer match about $34,948 at 4% or $23,298 at 6%.
199927$458,874$87,024$12,432iApproximate average salary by contribution assumption: employee only about $310,800 at 4% or $207,200 at 6%; with 50% employer match about $207,200 at 4% or $138,133 at 6%; with 100% employer match about $155,400 at 4% or $103,600 at 6%.
Schulz & Agenend PC Profit Sharing Plan and Trust-7$409,133$66,581$9,512iApproximate average salary by contribution assumption: employee only about $237,789 at 4% or $158,526 at 6%; with 50% employer match about $158,526 at 4% or $105,684 at 6%; with 100% employer match about $118,895 at 4% or $79,263 at 6%.
Schulz & Agenend PC Money Purchase Plan and Trust-7$49,741$20,443$2,920iApproximate average salary by contribution assumption: employee only about $73,011 at 4% or $48,674 at 6%; with 50% employer match about $48,674 at 4% or $32,449 at 6%; with 100% employer match about $36,505 at 4% or $24,337 at 6%.