Civic Intelligence

Schutzky Investments LLC

Plan context: Schutzky Investments LLC 401(K) Plan

EIN 46-1272142 • Medford, OR • 10 filings • 1 plans

950 Town Centre DrMedford, OR 97504-6100
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$616,821

2025 Contributions

$52,112

Historical Graphs

Total Assets Over Time

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

$616,821$308,411$0201620212025YearValue
$616,821Latest year 2025

Participants Over Time

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

320201620212025YearValue
2Latest 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
202512$616,821$52,112$26,056iApproximate average salary by contribution assumption: employee only about $651,400 at 4% or $434,267 at 6%; with 50% employer match about $434,267 at 4% or $289,511 at 6%; with 100% employer match about $325,700 at 4% or $217,133 at 6%.
Schutzky Investments LLC 401(K) Plan-2$616,821$52,112$26,056iApproximate average salary by contribution assumption: employee only about $651,400 at 4% or $434,267 at 6%; with 50% employer match about $434,267 at 4% or $289,511 at 6%; with 100% employer match about $325,700 at 4% or $217,133 at 6%.
202412$543,252$50,420$25,210iApproximate average salary by contribution assumption: employee only about $630,250 at 4% or $420,167 at 6%; with 50% employer match about $420,167 at 4% or $280,111 at 6%; with 100% employer match about $315,125 at 4% or $210,083 at 6%.
Schutzky Investments LLC 401(K) Plan-2$543,252$50,420$25,210iApproximate average salary by contribution assumption: employee only about $630,250 at 4% or $420,167 at 6%; with 50% employer match about $420,167 at 4% or $280,111 at 6%; with 100% employer match about $315,125 at 4% or $210,083 at 6%.
202312$401,215$49,813$24,907iApproximate average salary by contribution assumption: employee only about $622,663 at 4% or $415,108 at 6%; with 50% employer match about $415,108 at 4% or $276,739 at 6%; with 100% employer match about $311,331 at 4% or $207,554 at 6%.
Schutzky Investments LLC 401(K) Plan-2$401,215$49,813$24,907iApproximate average salary by contribution assumption: employee only about $622,663 at 4% or $415,108 at 6%; with 50% employer match about $415,108 at 4% or $276,739 at 6%; with 100% employer match about $311,331 at 4% or $207,554 at 6%.
202212$303,735$46,625$23,313iApproximate average salary by contribution assumption: employee only about $582,813 at 4% or $388,542 at 6%; with 50% employer match about $388,542 at 4% or $259,028 at 6%; with 100% employer match about $291,406 at 4% or $194,271 at 6%.
Schutzky Investments LLC 401(K) Plan-2$303,735$46,625$23,313iApproximate average salary by contribution assumption: employee only about $582,813 at 4% or $388,542 at 6%; with 50% employer match about $388,542 at 4% or $259,028 at 6%; with 100% employer match about $291,406 at 4% or $194,271 at 6%.
202113$304,770$45,859$15,286iApproximate average salary by contribution assumption: employee only about $382,158 at 4% or $254,772 at 6%; with 50% employer match about $254,772 at 4% or $169,848 at 6%; with 100% employer match about $191,079 at 4% or $127,386 at 6%.
Schutzky Investments LLC 401(K) Plan-3$304,770$45,859$15,286iApproximate average salary by contribution assumption: employee only about $382,158 at 4% or $254,772 at 6%; with 50% employer match about $254,772 at 4% or $169,848 at 6%; with 100% employer match about $191,079 at 4% or $127,386 at 6%.
202012$228,148$39,505$19,753iApproximate average salary by contribution assumption: employee only about $493,813 at 4% or $329,208 at 6%; with 50% employer match about $329,208 at 4% or $219,472 at 6%; with 100% employer match about $246,906 at 4% or $164,604 at 6%.
Schutzky Investments LLC 401(K) Plan-2$228,148$39,505$19,753iApproximate average salary by contribution assumption: employee only about $493,813 at 4% or $329,208 at 6%; with 50% employer match about $329,208 at 4% or $219,472 at 6%; with 100% employer match about $246,906 at 4% or $164,604 at 6%.
201912$157,271$32,874$16,437iApproximate average salary by contribution assumption: employee only about $410,925 at 4% or $273,950 at 6%; with 50% employer match about $273,950 at 4% or $182,633 at 6%; with 100% employer match about $205,463 at 4% or $136,975 at 6%.
Schutzky Investments LLC 401(K) Plan-2$157,271$32,874$16,437iApproximate average salary by contribution assumption: employee only about $410,925 at 4% or $273,950 at 6%; with 50% employer match about $273,950 at 4% or $182,633 at 6%; with 100% employer match about $205,463 at 4% or $136,975 at 6%.
201812$107,726$35,819$17,910iApproximate average salary by contribution assumption: employee only about $447,738 at 4% or $298,492 at 6%; with 50% employer match about $298,492 at 4% or $198,994 at 6%; with 100% employer match about $223,869 at 4% or $149,246 at 6%.
Schutzky Investments LLC 401(K) Plan-2$107,726$35,819$17,910iApproximate average salary by contribution assumption: employee only about $447,738 at 4% or $298,492 at 6%; with 50% employer match about $298,492 at 4% or $198,994 at 6%; with 100% employer match about $223,869 at 4% or $149,246 at 6%.
201712$77,820$28,539$14,270iApproximate average salary by contribution assumption: employee only about $356,738 at 4% or $237,825 at 6%; with 50% employer match about $237,825 at 4% or $158,550 at 6%; with 100% employer match about $178,369 at 4% or $118,913 at 6%.
Schutzky Investments LLC 401(K) Plan-2$77,820$28,539$14,270iApproximate average salary by contribution assumption: employee only about $356,738 at 4% or $237,825 at 6%; with 50% employer match about $237,825 at 4% or $158,550 at 6%; with 100% employer match about $178,369 at 4% or $118,913 at 6%.
201613$44,208$44,176$14,725iApproximate average salary by contribution assumption: employee only about $368,133 at 4% or $245,422 at 6%; with 50% employer match about $245,422 at 4% or $163,615 at 6%; with 100% employer match about $184,067 at 4% or $122,711 at 6%.
Schutzky Investments LLC 401(K) Plan-3$44,208$44,176$14,725iApproximate average salary by contribution assumption: employee only about $368,133 at 4% or $245,422 at 6%; with 50% employer match about $245,422 at 4% or $163,615 at 6%; with 100% employer match about $184,067 at 4% or $122,711 at 6%.