Civic Intelligence

Erich C. Schmidt, DMD PC

Plan context: Erich C. Schmidt Cash Balance Plan

EIN 45-2386471 • Pittsfield, MA • 17 filings • 2 plans

435 South StreetPittsfield, MA 01201
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$694,113

2024 Contributions

$138,100

Historical Graphs

Total Assets Over Time

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

$2,148,103$1,074,052$0201420192024YearValue
$694,113Latest year 2024

Participants Over Time

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

1470201420192024YearValue
2Latest 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
202422$694,113$138,100$69,050iApproximate average salary by contribution assumption: employee only about $1,726,250 at 4% or $1,150,833 at 6%; with 50% employer match about $1,150,833 at 4% or $767,222 at 6%; with 100% employer match about $863,125 at 4% or $575,417 at 6%.
Erich C. Schmidt Cash Balance Plan-2$694,113$138,100$69,050iApproximate average salary by contribution assumption: employee only about $1,726,250 at 4% or $1,150,833 at 6%; with 50% employer match about $1,150,833 at 4% or $767,222 at 6%; with 100% employer match about $863,125 at 4% or $575,417 at 6%.
Erich C. Schmidt 401(K) Plan-0$0--
2023211$2,148,103$248,597$22,600iApproximate average salary by contribution assumption: employee only about $564,993 at 4% or $376,662 at 6%; with 50% employer match about $376,662 at 4% or $251,108 at 6%; with 100% employer match about $282,497 at 4% or $188,331 at 6%.
Erich C. Schmidt 401(K) Plan-11$1,554,231$136,197$12,382iApproximate average salary by contribution assumption: employee only about $309,539 at 4% or $206,359 at 6%; with 50% employer match about $206,359 at 4% or $137,573 at 6%; with 100% employer match about $154,769 at 4% or $103,180 at 6%.
Erich C. Schmidt Cash Balance Plan-11$593,872$112,400$10,218iApproximate average salary by contribution assumption: employee only about $255,455 at 4% or $170,303 at 6%; with 50% employer match about $170,303 at 4% or $113,535 at 6%; with 100% employer match about $127,727 at 4% or $85,152 at 6%.
2022214$1,589,271$305,203$21,800iApproximate average salary by contribution assumption: employee only about $545,005 at 4% or $363,337 at 6%; with 50% employer match about $363,337 at 4% or $242,225 at 6%; with 100% employer match about $272,503 at 4% or $181,668 at 6%.
Erich C. Schmidt 401(K) Plan-14$1,151,792$132,437$9,460iApproximate average salary by contribution assumption: employee only about $236,495 at 4% or $157,663 at 6%; with 50% employer match about $157,663 at 4% or $105,109 at 6%; with 100% employer match about $118,247 at 4% or $78,832 at 6%.
Erich C. Schmidt Cash Balance Plan-9$437,479$172,766$19,196iApproximate average salary by contribution assumption: employee only about $479,906 at 4% or $319,937 at 6%; with 50% employer match about $319,937 at 4% or $213,291 at 6%; with 100% employer match about $239,953 at 4% or $159,969 at 6%.
2021213$1,643,561$253,372$19,490iApproximate average salary by contribution assumption: employee only about $487,254 at 4% or $324,836 at 6%; with 50% employer match about $324,836 at 4% or $216,557 at 6%; with 100% employer match about $243,627 at 4% or $162,418 at 6%.
Erich C. Schmidt 401(K) Plan-13$1,336,954$149,895$11,530iApproximate average salary by contribution assumption: employee only about $288,260 at 4% or $192,173 at 6%; with 50% employer match about $192,173 at 4% or $128,115 at 6%; with 100% employer match about $144,130 at 4% or $96,087 at 6%.
Erich C. Schmidt Cash Balance Plan-9$306,607$103,477$11,497iApproximate average salary by contribution assumption: employee only about $287,436 at 4% or $191,624 at 6%; with 50% employer match about $191,624 at 4% or $127,749 at 6%; with 100% employer match about $143,718 at 4% or $95,812 at 6%.
202028$1,211,628$195,516$24,440iApproximate average salary by contribution assumption: employee only about $610,988 at 4% or $407,325 at 6%; with 50% employer match about $407,325 at 4% or $271,550 at 6%; with 100% employer match about $305,494 at 4% or $203,663 at 6%.
Erich C. Schmidt 401(K) Plan-8$1,017,164$104,043$13,005iApproximate average salary by contribution assumption: employee only about $325,134 at 4% or $216,756 at 6%; with 50% employer match about $216,756 at 4% or $144,504 at 6%; with 100% employer match about $162,567 at 4% or $108,378 at 6%.
Erich C. Schmidt Cash Balance Plan-7$194,464$91,473$13,068iApproximate average salary by contribution assumption: employee only about $326,689 at 4% or $217,793 at 6%; with 50% employer match about $217,793 at 4% or $145,195 at 6%; with 100% employer match about $163,345 at 4% or $108,896 at 6%.
201927$806,207$194,352$27,765iApproximate average salary by contribution assumption: employee only about $694,114 at 4% or $462,743 at 6%; with 50% employer match about $462,743 at 4% or $308,495 at 6%; with 100% employer match about $347,057 at 4% or $231,371 at 6%.
Erich C. Schmidt 401(K) Plan-7$713,797$101,942$14,563iApproximate average salary by contribution assumption: employee only about $364,079 at 4% or $242,719 at 6%; with 50% employer match about $242,719 at 4% or $161,813 at 6%; with 100% employer match about $182,039 at 4% or $121,360 at 6%.
Erich C. Schmidt Cash Balance Plan-6$92,410$92,410$15,402iApproximate average salary by contribution assumption: employee only about $385,042 at 4% or $256,694 at 6%; with 50% employer match about $256,694 at 4% or $171,130 at 6%; with 100% employer match about $192,521 at 4% or $128,347 at 6%.
201817$473,107$98,791$14,113iApproximate average salary by contribution assumption: employee only about $352,825 at 4% or $235,217 at 6%; with 50% employer match about $235,217 at 4% or $156,811 at 6%; with 100% employer match about $176,413 at 4% or $117,608 at 6%.
Erich C. Schmidt 401(K) Plan-7$473,107$98,791$14,113iApproximate average salary by contribution assumption: employee only about $352,825 at 4% or $235,217 at 6%; with 50% employer match about $235,217 at 4% or $156,811 at 6%; with 100% employer match about $176,413 at 4% or $117,608 at 6%.
201716$413,401$92,652$15,442iApproximate average salary by contribution assumption: employee only about $386,050 at 4% or $257,367 at 6%; with 50% employer match about $257,367 at 4% or $171,578 at 6%; with 100% employer match about $193,025 at 4% or $128,683 at 6%.
Erich C. Schmidt 401(K) Plan-6$413,401$92,652$15,442iApproximate average salary by contribution assumption: employee only about $386,050 at 4% or $257,367 at 6%; with 50% employer match about $257,367 at 4% or $171,578 at 6%; with 100% employer match about $193,025 at 4% or $128,683 at 6%.
201616$248,990$88,175$14,696iApproximate average salary by contribution assumption: employee only about $367,396 at 4% or $244,931 at 6%; with 50% employer match about $244,931 at 4% or $163,287 at 6%; with 100% employer match about $183,698 at 4% or $122,465 at 6%.
Erich C. Schmidt 401(K) Plan-6$248,990$88,175$14,696iApproximate average salary by contribution assumption: employee only about $367,396 at 4% or $244,931 at 6%; with 50% employer match about $244,931 at 4% or $163,287 at 6%; with 100% employer match about $183,698 at 4% or $122,465 at 6%.
201516$142,887$100,501$16,750iApproximate average salary by contribution assumption: employee only about $418,754 at 4% or $279,169 at 6%; with 50% employer match about $279,169 at 4% or $186,113 at 6%; with 100% employer match about $209,377 at 4% or $139,585 at 6%.
Erich C. Schmidt 401(K) Plan-6$142,887$100,501$16,750iApproximate average salary by contribution assumption: employee only about $418,754 at 4% or $279,169 at 6%; with 50% employer match about $279,169 at 4% or $186,113 at 6%; with 100% employer match about $209,377 at 4% or $139,585 at 6%.
201417$46,214$45,379$6,483iApproximate average salary by contribution assumption: employee only about $162,068 at 4% or $108,045 at 6%; with 50% employer match about $108,045 at 4% or $72,030 at 6%; with 100% employer match about $81,034 at 4% or $54,023 at 6%.
Erich C. Schmidt 401(K) Plan-7$46,214$45,379$6,483iApproximate average salary by contribution assumption: employee only about $162,068 at 4% or $108,045 at 6%; with 50% employer match about $108,045 at 4% or $72,030 at 6%; with 100% employer match about $81,034 at 4% or $54,023 at 6%.