Civic Intelligence

Schroer Assoc

Plan context: Schroer Associates PC Safe Harbor 401(K) Psp

EIN 42-1459710 • Council Bluffs, IA • 24 filings • 3 plans

42 N 2nd StCouncil Bluffs, IA 51503-9027
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$1,717,854

2025 Contributions

$47,999

Historical Graphs

Total Assets Over Time

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

$1,717,854$858,927$0200220142025YearValue
$1,717,854Latest year 2025

Participants Over Time

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

1050200220132025YearValue
9Latest year 2025

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
202519$1,717,854$47,999$5,333iApproximate average salary by contribution assumption: employee only about $133,331 at 4% or $88,887 at 6%; with 50% employer match about $88,887 at 4% or $59,258 at 6%; with 100% employer match about $66,665 at 4% or $44,444 at 6%.
Schroer Associates PC Safe Harbor 401(K) Psp-9$1,717,854$47,999$5,333iApproximate average salary by contribution assumption: employee only about $133,331 at 4% or $88,887 at 6%; with 50% employer match about $88,887 at 4% or $59,258 at 6%; with 100% employer match about $66,665 at 4% or $44,444 at 6%.
2024110$1,448,836$42,420$4,242iApproximate average salary by contribution assumption: employee only about $106,050 at 4% or $70,700 at 6%; with 50% employer match about $70,700 at 4% or $47,133 at 6%; with 100% employer match about $53,025 at 4% or $35,350 at 6%.
Schroer Associates PC Safe Harbor 401(K) Psp-10$1,448,836$42,420$4,242iApproximate average salary by contribution assumption: employee only about $106,050 at 4% or $70,700 at 6%; with 50% employer match about $70,700 at 4% or $47,133 at 6%; with 100% employer match about $53,025 at 4% or $35,350 at 6%.
202318$1,255,897$54,480$6,810iApproximate average salary by contribution assumption: employee only about $170,250 at 4% or $113,500 at 6%; with 50% employer match about $113,500 at 4% or $75,667 at 6%; with 100% employer match about $85,125 at 4% or $56,750 at 6%.
Schroer Associates PC Safe Harbor 401(K) Psp-8$1,255,897$54,480$6,810iApproximate average salary by contribution assumption: employee only about $170,250 at 4% or $113,500 at 6%; with 50% employer match about $113,500 at 4% or $75,667 at 6%; with 100% employer match about $85,125 at 4% or $56,750 at 6%.
202215$1,209,530$61,593$12,319iApproximate average salary by contribution assumption: employee only about $307,965 at 4% or $205,310 at 6%; with 50% employer match about $205,310 at 4% or $136,873 at 6%; with 100% employer match about $153,983 at 4% or $102,655 at 6%.
Schroer Associates PC Safe Harbor 401(K) Psp-5$1,209,530$61,593$12,319iApproximate average salary by contribution assumption: employee only about $307,965 at 4% or $205,310 at 6%; with 50% employer match about $205,310 at 4% or $136,873 at 6%; with 100% employer match about $153,983 at 4% or $102,655 at 6%.
202117$1,373,860$62,890$8,984iApproximate average salary by contribution assumption: employee only about $224,607 at 4% or $149,738 at 6%; with 50% employer match about $149,738 at 4% or $99,825 at 6%; with 100% employer match about $112,304 at 4% or $74,869 at 6%.
Schroer Associates PC Safe Harbor 401(K) Psp-7$1,373,860$62,890$8,984iApproximate average salary by contribution assumption: employee only about $224,607 at 4% or $149,738 at 6%; with 50% employer match about $149,738 at 4% or $99,825 at 6%; with 100% employer match about $112,304 at 4% or $74,869 at 6%.
202017$1,120,288$58,683$8,383iApproximate average salary by contribution assumption: employee only about $209,582 at 4% or $139,721 at 6%; with 50% employer match about $139,721 at 4% or $93,148 at 6%; with 100% employer match about $104,791 at 4% or $69,861 at 6%.
Schroer Associates PC Safe Harbor 401(K) Psp-7$1,120,288$58,683$8,383iApproximate average salary by contribution assumption: employee only about $209,582 at 4% or $139,721 at 6%; with 50% employer match about $139,721 at 4% or $93,148 at 6%; with 100% employer match about $104,791 at 4% or $69,861 at 6%.
201916$981,928$60,410$10,068iApproximate average salary by contribution assumption: employee only about $251,708 at 4% or $167,806 at 6%; with 50% employer match about $167,806 at 4% or $111,870 at 6%; with 100% employer match about $125,854 at 4% or $83,903 at 6%.
Schroer Associates PC Safe Harbor 401(K) Psp-6$981,928$60,410$10,068iApproximate average salary by contribution assumption: employee only about $251,708 at 4% or $167,806 at 6%; with 50% employer match about $167,806 at 4% or $111,870 at 6%; with 100% employer match about $125,854 at 4% or $83,903 at 6%.
201816$792,766$63,963$10,661iApproximate average salary by contribution assumption: employee only about $266,513 at 4% or $177,675 at 6%; with 50% employer match about $177,675 at 4% or $118,450 at 6%; with 100% employer match about $133,256 at 4% or $88,838 at 6%.
Schroer Associates PC Safe Harbor 401(K) Psp-6$792,766$63,963$10,661iApproximate average salary by contribution assumption: employee only about $266,513 at 4% or $177,675 at 6%; with 50% employer match about $177,675 at 4% or $118,450 at 6%; with 100% employer match about $133,256 at 4% or $88,838 at 6%.
201716$803,622$63,208$10,535iApproximate average salary by contribution assumption: employee only about $263,367 at 4% or $175,578 at 6%; with 50% employer match about $175,578 at 4% or $117,052 at 6%; with 100% employer match about $131,683 at 4% or $87,789 at 6%.
Schroer Associates PC Safe Harbor 401(K) Psp-6$803,622$63,208$10,535iApproximate average salary by contribution assumption: employee only about $263,367 at 4% or $175,578 at 6%; with 50% employer match about $175,578 at 4% or $117,052 at 6%; with 100% employer match about $131,683 at 4% or $87,789 at 6%.
201616$666,032$56,461$9,410iApproximate average salary by contribution assumption: employee only about $235,254 at 4% or $156,836 at 6%; with 50% employer match about $156,836 at 4% or $104,557 at 6%; with 100% employer match about $117,627 at 4% or $78,418 at 6%.
Schroer Associates PC Safe Harbor 401(K) Psp-6$666,032$56,461$9,410iApproximate average salary by contribution assumption: employee only about $235,254 at 4% or $156,836 at 6%; with 50% employer match about $156,836 at 4% or $104,557 at 6%; with 100% employer match about $117,627 at 4% or $78,418 at 6%.
201515$569,660$58,102$11,620iApproximate average salary by contribution assumption: employee only about $290,510 at 4% or $193,673 at 6%; with 50% employer match about $193,673 at 4% or $129,116 at 6%; with 100% employer match about $145,255 at 4% or $96,837 at 6%.
Schroer Associates PC Safe Harbor 401(K) Psp-5$569,660$58,102$11,620iApproximate average salary by contribution assumption: employee only about $290,510 at 4% or $193,673 at 6%; with 50% employer match about $193,673 at 4% or $129,116 at 6%; with 100% employer match about $145,255 at 4% or $96,837 at 6%.
201410$534,125$53,957-
Schroer Associates PC Safe Harbor 401(K) Psp-0$534,125$53,957-
201315$473,679$47,502$9,500iApproximate average salary by contribution assumption: employee only about $237,510 at 4% or $158,340 at 6%; with 50% employer match about $158,340 at 4% or $105,560 at 6%; with 100% employer match about $118,755 at 4% or $79,170 at 6%.
Schroer Associates PC Safe Harbor 401(K) Psp-5$473,679$47,502$9,500iApproximate average salary by contribution assumption: employee only about $237,510 at 4% or $158,340 at 6%; with 50% employer match about $158,340 at 4% or $105,560 at 6%; with 100% employer match about $118,755 at 4% or $79,170 at 6%.
201215$364,917$61,557$12,311iApproximate average salary by contribution assumption: employee only about $307,785 at 4% or $205,190 at 6%; with 50% employer match about $205,190 at 4% or $136,793 at 6%; with 100% employer match about $153,893 at 4% or $102,595 at 6%.
Schroer Associates PC Safe Harbor 401(K) Psp-5$364,917$61,557$12,311iApproximate average salary by contribution assumption: employee only about $307,785 at 4% or $205,190 at 6%; with 50% employer match about $205,190 at 4% or $136,793 at 6%; with 100% employer match about $153,893 at 4% or $102,595 at 6%.
201116$590,814$63,151$10,525iApproximate average salary by contribution assumption: employee only about $263,129 at 4% or $175,419 at 6%; with 50% employer match about $175,419 at 4% or $116,946 at 6%; with 100% employer match about $131,565 at 4% or $87,710 at 6%.
Schroer Associates PC Safe Harbor 401(K) Psp-6$590,814$63,151$10,525iApproximate average salary by contribution assumption: employee only about $263,129 at 4% or $175,419 at 6%; with 50% employer match about $175,419 at 4% or $116,946 at 6%; with 100% employer match about $131,565 at 4% or $87,710 at 6%.
201016$644,483$56,650$9,442iApproximate average salary by contribution assumption: employee only about $236,042 at 4% or $157,361 at 6%; with 50% employer match about $157,361 at 4% or $104,907 at 6%; with 100% employer match about $118,021 at 4% or $78,681 at 6%.
Schroer Associates PC Safe Harbor 401(K) Psp-6$644,483$56,650$9,442iApproximate average salary by contribution assumption: employee only about $236,042 at 4% or $157,361 at 6%; with 50% employer match about $157,361 at 4% or $104,907 at 6%; with 100% employer match about $118,021 at 4% or $78,681 at 6%.
200916$514,205$48,173$8,029iApproximate average salary by contribution assumption: employee only about $200,721 at 4% or $133,814 at 6%; with 50% employer match about $133,814 at 4% or $89,209 at 6%; with 100% employer match about $100,360 at 4% or $66,907 at 6%.
Schroer Associates PC Safe Harbor 401(K) Psp-6$514,205$48,173$8,029iApproximate average salary by contribution assumption: employee only about $200,721 at 4% or $133,814 at 6%; with 50% employer match about $133,814 at 4% or $89,209 at 6%; with 100% employer match about $100,360 at 4% or $66,907 at 6%.
200819$429,179$63,380$7,042iApproximate average salary by contribution assumption: employee only about $176,056 at 4% or $117,370 at 6%; with 50% employer match about $117,370 at 4% or $78,247 at 6%; with 100% employer match about $88,028 at 4% or $58,685 at 6%.
Schroer Associates PC Safe Harbor 401(K) Psp-9$429,179$63,380$7,042iApproximate average salary by contribution assumption: employee only about $176,056 at 4% or $117,370 at 6%; with 50% employer match about $117,370 at 4% or $78,247 at 6%; with 100% employer match about $88,028 at 4% or $58,685 at 6%.
2007110$470,120$81,349$8,135iApproximate average salary by contribution assumption: employee only about $203,373 at 4% or $135,582 at 6%; with 50% employer match about $135,582 at 4% or $90,388 at 6%; with 100% employer match about $101,686 at 4% or $67,791 at 6%.
Schroer Associates PC Safe Harbor 401(K) Psp-10$470,120$81,349$8,135iApproximate average salary by contribution assumption: employee only about $203,373 at 4% or $135,582 at 6%; with 50% employer match about $135,582 at 4% or $90,388 at 6%; with 100% employer match about $101,686 at 4% or $67,791 at 6%.
200619$378,263$78,734$8,748iApproximate average salary by contribution assumption: employee only about $218,706 at 4% or $145,804 at 6%; with 50% employer match about $145,804 at 4% or $97,202 at 6%; with 100% employer match about $109,353 at 4% or $72,902 at 6%.
Schroer Associates PC Safe Harbor 401(K) Psp-9$378,263$78,734$8,748iApproximate average salary by contribution assumption: employee only about $218,706 at 4% or $145,804 at 6%; with 50% employer match about $145,804 at 4% or $97,202 at 6%; with 100% employer match about $109,353 at 4% or $72,902 at 6%.
200518$242,687$61,729$7,716iApproximate average salary by contribution assumption: employee only about $192,903 at 4% or $128,602 at 6%; with 50% employer match about $128,602 at 4% or $85,735 at 6%; with 100% employer match about $96,452 at 4% or $64,301 at 6%.
Schroer Associates PC Safe Harbor 401(K) Psp-8$242,687$61,729$7,716iApproximate average salary by contribution assumption: employee only about $192,903 at 4% or $128,602 at 6%; with 50% employer match about $128,602 at 4% or $85,735 at 6%; with 100% employer match about $96,452 at 4% or $64,301 at 6%.
200417$184,976$52,804$7,543iApproximate average salary by contribution assumption: employee only about $188,586 at 4% or $125,724 at 6%; with 50% employer match about $125,724 at 4% or $83,816 at 6%; with 100% employer match about $94,293 at 4% or $62,862 at 6%.
Schroer Associates PC Safe Harbor 401(K) Psp-7$184,976$52,804$7,543iApproximate average salary by contribution assumption: employee only about $188,586 at 4% or $125,724 at 6%; with 50% employer match about $125,724 at 4% or $83,816 at 6%; with 100% employer match about $94,293 at 4% or $62,862 at 6%.
200317$110,235$47,674$6,811iApproximate average salary by contribution assumption: employee only about $170,264 at 4% or $113,510 at 6%; with 50% employer match about $113,510 at 4% or $75,673 at 6%; with 100% employer match about $85,132 at 4% or $56,755 at 6%.
Schroer Associates PC Safe Harbor 401(K) Psp-7$110,235$47,674$6,811iApproximate average salary by contribution assumption: employee only about $170,264 at 4% or $113,510 at 6%; with 50% employer match about $113,510 at 4% or $75,673 at 6%; with 100% employer match about $85,132 at 4% or $56,755 at 6%.
200217$41,292$43,590$6,227iApproximate average salary by contribution assumption: employee only about $155,679 at 4% or $103,786 at 6%; with 50% employer match about $103,786 at 4% or $69,190 at 6%; with 100% employer match about $77,839 at 4% or $51,893 at 6%.
Schroer Associates PC Safe Harbor 401(K) Psp-7$41,292$43,590$6,227iApproximate average salary by contribution assumption: employee only about $155,679 at 4% or $103,786 at 6%; with 50% employer match about $103,786 at 4% or $69,190 at 6%; with 100% employer match about $77,839 at 4% or $51,893 at 6%.