Civic Intelligence

Schmitz & Associates Inc

Plan context: Schmitz & Associates Inc 401(K) Profit Sharing Plan & Trust

EIN 45-0472631 • Agoura Hills, CA • 22 filings • 7 plans

28230 Agoura Rd Ste 200Agoura Hills, CA 91301-2495
Current Snapshot

Latest Year

2025

2025 Participants

20

2025 Assets

$1,807,823

2025 Contributions

$139,418

Historical Graphs

Total Assets Over Time

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

$1,807,823$903,912$0200420152025YearValue
$1,807,823Latest year 2025

Participants Over Time

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

20100200420152025YearValue
20Latest 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
2025120$1,807,823$139,418$6,971iApproximate average salary by contribution assumption: employee only about $174,273 at 4% or $116,182 at 6%; with 50% employer match about $116,182 at 4% or $77,454 at 6%; with 100% employer match about $87,136 at 4% or $58,091 at 6%.
Schmitz & Associates Inc 401(K) Profit Sharing Plan & Trust-20$1,807,823$139,418$6,971iApproximate average salary by contribution assumption: employee only about $174,273 at 4% or $116,182 at 6%; with 50% employer match about $116,182 at 4% or $77,454 at 6%; with 100% employer match about $87,136 at 4% or $58,091 at 6%.
2024111$1,429,775$116,626$10,602iApproximate average salary by contribution assumption: employee only about $265,059 at 4% or $176,706 at 6%; with 50% employer match about $176,706 at 4% or $117,804 at 6%; with 100% employer match about $132,530 at 4% or $88,353 at 6%.
Schmitz & Associates Inc 401(K) Profit Sharing Plan & Trust-11$1,429,775$116,626$10,602iApproximate average salary by contribution assumption: employee only about $265,059 at 4% or $176,706 at 6%; with 50% employer match about $176,706 at 4% or $117,804 at 6%; with 100% employer match about $132,530 at 4% or $88,353 at 6%.
202318$1,183,406$98,670$12,334iApproximate average salary by contribution assumption: employee only about $308,344 at 4% or $205,563 at 6%; with 50% employer match about $205,563 at 4% or $137,042 at 6%; with 100% employer match about $154,172 at 4% or $102,781 at 6%.
Schmitz & Associates Inc 401(K) Profit Sharing Plan & Trust-8$1,183,406$98,670$12,334iApproximate average salary by contribution assumption: employee only about $308,344 at 4% or $205,563 at 6%; with 50% employer match about $205,563 at 4% or $137,042 at 6%; with 100% employer match about $154,172 at 4% or $102,781 at 6%.
2022113$910,943$120,355$9,258iApproximate average salary by contribution assumption: employee only about $231,452 at 4% or $154,301 at 6%; with 50% employer match about $154,301 at 4% or $102,868 at 6%; with 100% employer match about $115,726 at 4% or $77,151 at 6%.
Schmitz & Associates Inc 401(K) Profit Sharing Plan & Trust-13$910,943$120,355$9,258iApproximate average salary by contribution assumption: employee only about $231,452 at 4% or $154,301 at 6%; with 50% employer match about $154,301 at 4% or $102,868 at 6%; with 100% employer match about $115,726 at 4% or $77,151 at 6%.
2021112$987,593$96,004$8,000iApproximate average salary by contribution assumption: employee only about $200,008 at 4% or $133,339 at 6%; with 50% employer match about $133,339 at 4% or $88,893 at 6%; with 100% employer match about $100,004 at 4% or $66,669 at 6%.
Schmitz & Associates Inc 401(K) Profit Sharing Plan & Trust-12$987,593$96,004$8,000iApproximate average salary by contribution assumption: employee only about $200,008 at 4% or $133,339 at 6%; with 50% employer match about $133,339 at 4% or $88,893 at 6%; with 100% employer match about $100,004 at 4% or $66,669 at 6%.
2020111$751,433$86,429$7,857iApproximate average salary by contribution assumption: employee only about $196,430 at 4% or $130,953 at 6%; with 50% employer match about $130,953 at 4% or $87,302 at 6%; with 100% employer match about $98,215 at 4% or $65,477 at 6%.
Schmitz & Associates Inc 401(K) Profit Sharing Plan & Trust-11$751,433$86,429$7,857iApproximate average salary by contribution assumption: employee only about $196,430 at 4% or $130,953 at 6%; with 50% employer match about $130,953 at 4% or $87,302 at 6%; with 100% employer match about $98,215 at 4% or $65,477 at 6%.
201917$556,627$26,043$3,720iApproximate average salary by contribution assumption: employee only about $93,011 at 4% or $62,007 at 6%; with 50% employer match about $62,007 at 4% or $41,338 at 6%; with 100% employer match about $46,505 at 4% or $31,004 at 6%.
Schmitz & Associates Inc 401(K) Profit Sharing Plan & Trust-7$556,627$26,043$3,720iApproximate average salary by contribution assumption: employee only about $93,011 at 4% or $62,007 at 6%; with 50% employer match about $62,007 at 4% or $41,338 at 6%; with 100% employer match about $46,505 at 4% or $31,004 at 6%.
201817$483,675$32,249$4,607iApproximate average salary by contribution assumption: employee only about $115,175 at 4% or $76,783 at 6%; with 50% employer match about $76,783 at 4% or $51,189 at 6%; with 100% employer match about $57,588 at 4% or $38,392 at 6%.
Schmitz & Associates Inc 401(K) Profit Sharing Plan & Trust-7$483,675$32,249$4,607iApproximate average salary by contribution assumption: employee only about $115,175 at 4% or $76,783 at 6%; with 50% employer match about $76,783 at 4% or $51,189 at 6%; with 100% employer match about $57,588 at 4% or $38,392 at 6%.
201719$513,272$16,506$1,834iApproximate average salary by contribution assumption: employee only about $45,850 at 4% or $30,567 at 6%; with 50% employer match about $30,567 at 4% or $20,378 at 6%; with 100% employer match about $22,925 at 4% or $15,283 at 6%.
Schmitz & Associates Inc 401(K) Profit Sharing Plan & Trust-9$513,272$16,506$1,834iApproximate average salary by contribution assumption: employee only about $45,850 at 4% or $30,567 at 6%; with 50% employer match about $30,567 at 4% or $20,378 at 6%; with 100% employer match about $22,925 at 4% or $15,283 at 6%.
201619$449,020$28,273$3,141iApproximate average salary by contribution assumption: employee only about $78,536 at 4% or $52,357 at 6%; with 50% employer match about $52,357 at 4% or $34,905 at 6%; with 100% employer match about $39,268 at 4% or $26,179 at 6%.
Schmitz & Associates Inc 401(K) Profit Sharing Plan & Trust-9$449,020$28,273$3,141iApproximate average salary by contribution assumption: employee only about $78,536 at 4% or $52,357 at 6%; with 50% employer match about $52,357 at 4% or $34,905 at 6%; with 100% employer match about $39,268 at 4% or $26,179 at 6%.
201519$402,083$11,881$1,320iApproximate average salary by contribution assumption: employee only about $33,003 at 4% or $22,002 at 6%; with 50% employer match about $22,002 at 4% or $14,668 at 6%; with 100% employer match about $16,501 at 4% or $11,001 at 6%.
Schmitz & Associates Inc 401(K) Profit Sharing Plan & Trust-9$402,083$11,881$1,320iApproximate average salary by contribution assumption: employee only about $33,003 at 4% or $22,002 at 6%; with 50% employer match about $22,002 at 4% or $14,668 at 6%; with 100% employer match about $16,501 at 4% or $11,001 at 6%.
201419$392,314$8,773$975iApproximate average salary by contribution assumption: employee only about $24,369 at 4% or $16,246 at 6%; with 50% employer match about $16,246 at 4% or $10,831 at 6%; with 100% employer match about $12,185 at 4% or $8,123 at 6%.
Schmitz & Associates Inc 401(K) Profit Sharing Plan & Trust-9$392,314$8,773$975iApproximate average salary by contribution assumption: employee only about $24,369 at 4% or $16,246 at 6%; with 50% employer match about $16,246 at 4% or $10,831 at 6%; with 100% employer match about $12,185 at 4% or $8,123 at 6%.
201316$371,876$1,033$172iApproximate average salary by contribution assumption: employee only about $4,304 at 4% or $2,869 at 6%; with 50% employer match about $2,869 at 4% or $1,913 at 6%; with 100% employer match about $2,152 at 4% or $1,435 at 6%.
Schmitz & Associates Inc 401(K) Profit Sharing Plan & Trust-6$371,876$1,033$172iApproximate average salary by contribution assumption: employee only about $4,304 at 4% or $2,869 at 6%; with 50% employer match about $2,869 at 4% or $1,913 at 6%; with 100% employer match about $2,152 at 4% or $1,435 at 6%.
201217$408,935$15,120$2,160iApproximate average salary by contribution assumption: employee only about $54,000 at 4% or $36,000 at 6%; with 50% employer match about $36,000 at 4% or $24,000 at 6%; with 100% employer match about $27,000 at 4% or $18,000 at 6%.
Schmitz & Associates Inc 401(K) Profit Sharing Plan & Trust-7$408,935$15,120$2,160iApproximate average salary by contribution assumption: employee only about $54,000 at 4% or $36,000 at 6%; with 50% employer match about $36,000 at 4% or $24,000 at 6%; with 100% employer match about $27,000 at 4% or $18,000 at 6%.
201117$417,859$17,206$2,458iApproximate average salary by contribution assumption: employee only about $61,450 at 4% or $40,967 at 6%; with 50% employer match about $40,967 at 4% or $27,311 at 6%; with 100% employer match about $30,725 at 4% or $20,483 at 6%.
Schmitz & Associates Inc 401(K) Profit Sharing Plan & Trust-7$417,859$17,206$2,458iApproximate average salary by contribution assumption: employee only about $61,450 at 4% or $40,967 at 6%; with 50% employer match about $40,967 at 4% or $27,311 at 6%; with 100% employer match about $30,725 at 4% or $20,483 at 6%.
201019$420,080$23,518$2,613iApproximate average salary by contribution assumption: employee only about $65,328 at 4% or $43,552 at 6%; with 50% employer match about $43,552 at 4% or $29,035 at 6%; with 100% employer match about $32,664 at 4% or $21,776 at 6%.
Schmitz & Associates Inc 401(K) Profit Sharing Plan & Trust-9$420,080$23,518$2,613iApproximate average salary by contribution assumption: employee only about $65,328 at 4% or $43,552 at 6%; with 50% employer match about $43,552 at 4% or $29,035 at 6%; with 100% employer match about $32,664 at 4% or $21,776 at 6%.
200918$399,237$74,038$9,255iApproximate average salary by contribution assumption: employee only about $231,369 at 4% or $154,246 at 6%; with 50% employer match about $154,246 at 4% or $102,831 at 6%; with 100% employer match about $115,684 at 4% or $77,123 at 6%.
Schmitz & Associates Inc 401(K) Profit Sharing Plan & Trust-8$399,237$74,038$9,255iApproximate average salary by contribution assumption: employee only about $231,369 at 4% or $154,246 at 6%; with 50% employer match about $154,246 at 4% or $102,831 at 6%; with 100% employer match about $115,684 at 4% or $77,123 at 6%.
2008114$730,131$82,728$5,909iApproximate average salary by contribution assumption: employee only about $147,729 at 4% or $98,486 at 6%; with 50% employer match about $98,486 at 4% or $65,657 at 6%; with 100% employer match about $73,864 at 4% or $49,243 at 6%.
SCHMITZ & ASSOCIATES, INC. 401 K PROFIT SHARING PLAN-14$730,131$82,728$5,909iApproximate average salary by contribution assumption: employee only about $147,729 at 4% or $98,486 at 6%; with 50% employer match about $98,486 at 4% or $65,657 at 6%; with 100% employer match about $73,864 at 4% or $49,243 at 6%.
2006116$251,683$76,768$4,798iApproximate average salary by contribution assumption: employee only about $119,950 at 4% or $79,967 at 6%; with 50% employer match about $79,967 at 4% or $53,311 at 6%; with 100% employer match about $59,975 at 4% or $39,983 at 6%.
SCHMITZ & ASSOCIATES, INC. 401 K PROFIT SHARING PLAN-16$251,683$76,768$4,798iApproximate average salary by contribution assumption: employee only about $119,950 at 4% or $79,967 at 6%; with 50% employer match about $79,967 at 4% or $53,311 at 6%; with 100% employer match about $59,975 at 4% or $39,983 at 6%.
2005211$179,288$176,458$16,042iApproximate average salary by contribution assumption: employee only about $401,041 at 4% or $267,361 at 6%; with 50% employer match about $267,361 at 4% or $178,240 at 6%; with 100% employer match about $200,520 at 4% or $133,680 at 6%.
SCHMITZ & ASSOCIATES, INC. 401 K PROFIT SHARING PLAN-11$179,288$176,458$16,042iApproximate average salary by contribution assumption: employee only about $401,041 at 4% or $267,361 at 6%; with 50% employer match about $267,361 at 4% or $178,240 at 6%; with 100% employer match about $200,520 at 4% or $133,680 at 6%.
Schmitz & Associates Inc 401(K) Profit Sharing Plan & Trust-0---
200412$124,652$44,066$22,033iApproximate average salary by contribution assumption: employee only about $550,825 at 4% or $367,217 at 6%; with 50% employer match about $367,217 at 4% or $244,811 at 6%; with 100% employer match about $275,413 at 4% or $183,608 at 6%.
Schmitz & Associates Inc 401(K) Profit Sharing Plan & Trust-2$124,652$44,066$22,033iApproximate average salary by contribution assumption: employee only about $550,825 at 4% or $367,217 at 6%; with 50% employer match about $367,217 at 4% or $244,811 at 6%; with 100% employer match about $275,413 at 4% or $183,608 at 6%.