Civic Intelligence

Heinsz Schaefer Garwitz Insurance

Plan context: Heinsz Schaefer Garwitz 401K Plan

EIN 43-1385437 • St Charles, MO • 17 filings • 5 plans

100 South Main StSt Charles, MO 63301
Current Snapshot

Latest Year

2015

2015 Participants

8

2015 Assets

$1,206,321

2015 Contributions

$71,941

Historical Graphs

Total Assets Over Time

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

$1,206,321$603,161$0199920072013YearValue
$1,206,321Latest year 2013

Participants Over Time

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

840199920062013YearValue
8Latest year 2013

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
201510$0$0-
Heinsz - Schaefer-Garwitz Simple 401(K) Plan-0$0--
201410$0$71,941-
Heinsz Schaefer Garwitz 401K Plan-0$0$71,941-
201318$1,206,321$70,800$8,850iApproximate average salary by contribution assumption: employee only about $221,250 at 4% or $147,500 at 6%; with 50% employer match about $147,500 at 4% or $98,333 at 6%; with 100% employer match about $110,625 at 4% or $73,750 at 6%.
Heinsz Schaefer Garwitz 401K Plan-8$1,206,321$70,800$8,850iApproximate average salary by contribution assumption: employee only about $221,250 at 4% or $147,500 at 6%; with 50% employer match about $147,500 at 4% or $98,333 at 6%; with 100% employer match about $110,625 at 4% or $73,750 at 6%.
201218$894,493$68,696$8,587iApproximate average salary by contribution assumption: employee only about $214,675 at 4% or $143,117 at 6%; with 50% employer match about $143,117 at 4% or $95,411 at 6%; with 100% employer match about $107,338 at 4% or $71,558 at 6%.
Heinsz Schaefer Garwitz 401K Plan-8$894,493$68,696$8,587iApproximate average salary by contribution assumption: employee only about $214,675 at 4% or $143,117 at 6%; with 50% employer match about $143,117 at 4% or $95,411 at 6%; with 100% employer match about $107,338 at 4% or $71,558 at 6%.
201118$728,973$64,604$8,076iApproximate average salary by contribution assumption: employee only about $201,888 at 4% or $134,592 at 6%; with 50% employer match about $134,592 at 4% or $89,728 at 6%; with 100% employer match about $100,944 at 4% or $67,296 at 6%.
Heinsz Schaefer Garwitz 401K Plan-8$728,973$64,604$8,076iApproximate average salary by contribution assumption: employee only about $201,888 at 4% or $134,592 at 6%; with 50% employer match about $134,592 at 4% or $89,728 at 6%; with 100% employer match about $100,944 at 4% or $67,296 at 6%.
201018$686,758$61,894$7,737iApproximate average salary by contribution assumption: employee only about $193,419 at 4% or $128,946 at 6%; with 50% employer match about $128,946 at 4% or $85,964 at 6%; with 100% employer match about $96,709 at 4% or $64,473 at 6%.
Heinsz Schaefer Garwitz 401K Plan-8$686,758$61,894$7,737iApproximate average salary by contribution assumption: employee only about $193,419 at 4% or $128,946 at 6%; with 50% employer match about $128,946 at 4% or $85,964 at 6%; with 100% employer match about $96,709 at 4% or $64,473 at 6%.
200918$548,983$54,136$6,767iApproximate average salary by contribution assumption: employee only about $169,175 at 4% or $112,783 at 6%; with 50% employer match about $112,783 at 4% or $75,189 at 6%; with 100% employer match about $84,588 at 4% or $56,392 at 6%.
Heinsz Schaefer Garwitz 401K Plan-8$548,983$54,136$6,767iApproximate average salary by contribution assumption: employee only about $169,175 at 4% or $112,783 at 6%; with 50% employer match about $112,783 at 4% or $75,189 at 6%; with 100% employer match about $84,588 at 4% or $56,392 at 6%.
200817$409,082$59,162$8,452iApproximate average salary by contribution assumption: employee only about $211,293 at 4% or $140,862 at 6%; with 50% employer match about $140,862 at 4% or $93,908 at 6%; with 100% employer match about $105,646 at 4% or $70,431 at 6%.
Heinsz Schaefer Garwitz 401K Plan-7$409,082$59,162$8,452iApproximate average salary by contribution assumption: employee only about $211,293 at 4% or $140,862 at 6%; with 50% employer match about $140,862 at 4% or $93,908 at 6%; with 100% employer match about $105,646 at 4% or $70,431 at 6%.
200717$523,242$53,115$7,588iApproximate average salary by contribution assumption: employee only about $189,696 at 4% or $126,464 at 6%; with 50% employer match about $126,464 at 4% or $84,310 at 6%; with 100% employer match about $94,848 at 4% or $63,232 at 6%.
Heinsz Schaefer Garwitz 401K Plan-7$523,242$53,115$7,588iApproximate average salary by contribution assumption: employee only about $189,696 at 4% or $126,464 at 6%; with 50% employer match about $126,464 at 4% or $84,310 at 6%; with 100% employer match about $94,848 at 4% or $63,232 at 6%.
200616$460,766$48,369$8,062iApproximate average salary by contribution assumption: employee only about $201,538 at 4% or $134,358 at 6%; with 50% employer match about $134,358 at 4% or $89,572 at 6%; with 100% employer match about $100,769 at 4% or $67,179 at 6%.
Heinsz Schaefer Garwitz 401K Plan-6$460,766$48,369$8,062iApproximate average salary by contribution assumption: employee only about $201,538 at 4% or $134,358 at 6%; with 50% employer match about $134,358 at 4% or $89,572 at 6%; with 100% employer match about $100,769 at 4% or $67,179 at 6%.
200518$377,014$53,064$6,633iApproximate average salary by contribution assumption: employee only about $165,825 at 4% or $110,550 at 6%; with 50% employer match about $110,550 at 4% or $73,700 at 6%; with 100% employer match about $82,913 at 4% or $55,275 at 6%.
Heinsz Schaefer Garwitz 401K Plan-8$377,014$53,064$6,633iApproximate average salary by contribution assumption: employee only about $165,825 at 4% or $110,550 at 6%; with 50% employer match about $110,550 at 4% or $73,700 at 6%; with 100% employer match about $82,913 at 4% or $55,275 at 6%.
200416$302,484$46,060$7,677iApproximate average salary by contribution assumption: employee only about $191,917 at 4% or $127,944 at 6%; with 50% employer match about $127,944 at 4% or $85,296 at 6%; with 100% employer match about $95,958 at 4% or $63,972 at 6%.
Heinsz Schaefer Garwitz 401K Plan-6$302,484$46,060$7,677iApproximate average salary by contribution assumption: employee only about $191,917 at 4% or $127,944 at 6%; with 50% employer match about $127,944 at 4% or $85,296 at 6%; with 100% employer match about $95,958 at 4% or $63,972 at 6%.
200316$229,146$38,600$6,433iApproximate average salary by contribution assumption: employee only about $160,833 at 4% or $107,222 at 6%; with 50% employer match about $107,222 at 4% or $71,481 at 6%; with 100% employer match about $80,417 at 4% or $53,611 at 6%.
Heinsz Schaefer Garwitz 401K Plan-6$229,146$38,600$6,433iApproximate average salary by contribution assumption: employee only about $160,833 at 4% or $107,222 at 6%; with 50% employer match about $107,222 at 4% or $71,481 at 6%; with 100% employer match about $80,417 at 4% or $53,611 at 6%.
200217$0$0-
Heinsz Schaefer Garwitz 401K Plan-7---
200117$147,597$27,859$3,980iApproximate average salary by contribution assumption: employee only about $99,496 at 4% or $66,331 at 6%; with 50% employer match about $66,331 at 4% or $44,221 at 6%; with 100% employer match about $49,748 at 4% or $33,165 at 6%.
Heinsz Schaefer Garwitz 401K Plan-7$147,597$27,859$3,980iApproximate average salary by contribution assumption: employee only about $99,496 at 4% or $66,331 at 6%; with 50% employer match about $66,331 at 4% or $44,221 at 6%; with 100% employer match about $49,748 at 4% or $33,165 at 6%.
200017$129,333$29,234$4,176iApproximate average salary by contribution assumption: employee only about $104,407 at 4% or $69,605 at 6%; with 50% employer match about $69,605 at 4% or $46,403 at 6%; with 100% employer match about $52,204 at 4% or $34,802 at 6%.
Heinsz Schaefer Garwitz 401K Plan-7$129,333$29,234$4,176iApproximate average salary by contribution assumption: employee only about $104,407 at 4% or $69,605 at 6%; with 50% employer match about $69,605 at 4% or $46,403 at 6%; with 100% employer match about $52,204 at 4% or $34,802 at 6%.
199918$111,983$31,147$3,893iApproximate average salary by contribution assumption: employee only about $97,334 at 4% or $64,890 at 6%; with 50% employer match about $64,890 at 4% or $43,260 at 6%; with 100% employer match about $48,667 at 4% or $32,445 at 6%.
Heinsz Schaefer Garwitz 401K Plan-8$111,983$31,147$3,893iApproximate average salary by contribution assumption: employee only about $97,334 at 4% or $64,890 at 6%; with 50% employer match about $64,890 at 4% or $43,260 at 6%; with 100% employer match about $48,667 at 4% or $32,445 at 6%.