Civic Intelligence

Schaeffer Financial LLC.

Plan context: Schaeffer Financial LLC. 401K Plan

EIN 46-1684222 • Rockville, MD • 12 filings • 1 plans

4612 Great Oak RoadRockville, MD 20853
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$5,782,175

2024 Contributions

$228,867

Historical Graphs

Total Assets Over Time

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

$5,782,175$2,891,088$0201320192024YearValue
$5,782,175Latest year 2024

Participants Over Time

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

950201320192024YearValue
8Latest 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
202418$5,782,175$228,867$28,608iApproximate average salary by contribution assumption: employee only about $715,209 at 4% or $476,806 at 6%; with 50% employer match about $476,806 at 4% or $317,871 at 6%; with 100% employer match about $357,605 at 4% or $238,403 at 6%.
Schaeffer Financial LLC. 401K Plan-8$5,782,175$228,867$28,608iApproximate average salary by contribution assumption: employee only about $715,209 at 4% or $476,806 at 6%; with 50% employer match about $476,806 at 4% or $317,871 at 6%; with 100% employer match about $357,605 at 4% or $238,403 at 6%.
202318$5,165,150$208,776$26,097iApproximate average salary by contribution assumption: employee only about $652,425 at 4% or $434,950 at 6%; with 50% employer match about $434,950 at 4% or $289,967 at 6%; with 100% employer match about $326,213 at 4% or $217,475 at 6%.
Schaeffer Financial LLC. 401K Plan-8$5,165,150$208,776$26,097iApproximate average salary by contribution assumption: employee only about $652,425 at 4% or $434,950 at 6%; with 50% employer match about $434,950 at 4% or $289,967 at 6%; with 100% employer match about $326,213 at 4% or $217,475 at 6%.
202219$4,283,972$165,445$18,383iApproximate average salary by contribution assumption: employee only about $459,569 at 4% or $306,380 at 6%; with 50% employer match about $306,380 at 4% or $204,253 at 6%; with 100% employer match about $229,785 at 4% or $153,190 at 6%.
Schaeffer Financial LLC. 401K Plan-9$4,283,972$165,445$18,383iApproximate average salary by contribution assumption: employee only about $459,569 at 4% or $306,380 at 6%; with 50% employer match about $306,380 at 4% or $204,253 at 6%; with 100% employer match about $229,785 at 4% or $153,190 at 6%.
202118$4,751,834$131,314$16,414iApproximate average salary by contribution assumption: employee only about $410,356 at 4% or $273,571 at 6%; with 50% employer match about $273,571 at 4% or $182,381 at 6%; with 100% employer match about $205,178 at 4% or $136,785 at 6%.
Schaeffer Financial LLC. 401K Plan-8$4,751,834$131,314$16,414iApproximate average salary by contribution assumption: employee only about $410,356 at 4% or $273,571 at 6%; with 50% employer match about $273,571 at 4% or $182,381 at 6%; with 100% employer match about $205,178 at 4% or $136,785 at 6%.
202018$4,054,876$142,855$17,857iApproximate average salary by contribution assumption: employee only about $446,422 at 4% or $297,615 at 6%; with 50% employer match about $297,615 at 4% or $198,410 at 6%; with 100% employer match about $223,211 at 4% or $148,807 at 6%.
Schaeffer Financial LLC. 401K Plan-8$4,054,876$142,855$17,857iApproximate average salary by contribution assumption: employee only about $446,422 at 4% or $297,615 at 6%; with 50% employer match about $297,615 at 4% or $198,410 at 6%; with 100% employer match about $223,211 at 4% or $148,807 at 6%.
201918$3,130,445$122,830$15,354iApproximate average salary by contribution assumption: employee only about $383,844 at 4% or $255,896 at 6%; with 50% employer match about $255,896 at 4% or $170,597 at 6%; with 100% employer match about $191,922 at 4% or $127,948 at 6%.
Schaeffer Financial LLC. 401K Plan-8$3,130,445$122,830$15,354iApproximate average salary by contribution assumption: employee only about $383,844 at 4% or $255,896 at 6%; with 50% employer match about $255,896 at 4% or $170,597 at 6%; with 100% employer match about $191,922 at 4% or $127,948 at 6%.
201817$2,551,124$112,285$16,041iApproximate average salary by contribution assumption: employee only about $401,018 at 4% or $267,345 at 6%; with 50% employer match about $267,345 at 4% or $178,230 at 6%; with 100% employer match about $200,509 at 4% or $133,673 at 6%.
Schaeffer Financial LLC. 401K Plan-7$2,551,124$112,285$16,041iApproximate average salary by contribution assumption: employee only about $401,018 at 4% or $267,345 at 6%; with 50% employer match about $267,345 at 4% or $178,230 at 6%; with 100% employer match about $200,509 at 4% or $133,673 at 6%.
201716$2,533,431$137,256$22,876iApproximate average salary by contribution assumption: employee only about $571,900 at 4% or $381,267 at 6%; with 50% employer match about $381,267 at 4% or $254,178 at 6%; with 100% employer match about $285,950 at 4% or $190,633 at 6%.
Schaeffer Financial LLC. 401K Plan-6$2,533,431$137,256$22,876iApproximate average salary by contribution assumption: employee only about $571,900 at 4% or $381,267 at 6%; with 50% employer match about $381,267 at 4% or $254,178 at 6%; with 100% employer match about $285,950 at 4% or $190,633 at 6%.
201616$2,090,545$94,501$15,750iApproximate average salary by contribution assumption: employee only about $393,754 at 4% or $262,503 at 6%; with 50% employer match about $262,503 at 4% or $175,002 at 6%; with 100% employer match about $196,877 at 4% or $131,251 at 6%.
Schaeffer Financial LLC. 401K Plan-6$2,090,545$94,501$15,750iApproximate average salary by contribution assumption: employee only about $393,754 at 4% or $262,503 at 6%; with 50% employer match about $262,503 at 4% or $175,002 at 6%; with 100% employer match about $196,877 at 4% or $131,251 at 6%.
201516$1,860,461$1,849,174$308,196iApproximate average salary by contribution assumption: employee only about $7,704,892 at 4% or $5,136,594 at 6%; with 50% employer match about $5,136,594 at 4% or $3,424,396 at 6%; with 100% employer match about $3,852,446 at 4% or $2,568,297 at 6%.
Schaeffer Financial LLC. 401K Plan-6$1,860,461$1,849,174$308,196iApproximate average salary by contribution assumption: employee only about $7,704,892 at 4% or $5,136,594 at 6%; with 50% employer match about $5,136,594 at 4% or $3,424,396 at 6%; with 100% employer match about $3,852,446 at 4% or $2,568,297 at 6%.
201417$80,580$72,723$10,389iApproximate average salary by contribution assumption: employee only about $259,725 at 4% or $173,150 at 6%; with 50% employer match about $173,150 at 4% or $115,433 at 6%; with 100% employer match about $129,863 at 4% or $86,575 at 6%.
Schaeffer Financial LLC. 401K Plan-7$80,580$72,723$10,389iApproximate average salary by contribution assumption: employee only about $259,725 at 4% or $173,150 at 6%; with 50% employer match about $173,150 at 4% or $115,433 at 6%; with 100% employer match about $129,863 at 4% or $86,575 at 6%.
201312$12,048$12,048$6,024iApproximate average salary by contribution assumption: employee only about $150,600 at 4% or $100,400 at 6%; with 50% employer match about $100,400 at 4% or $66,933 at 6%; with 100% employer match about $75,300 at 4% or $50,200 at 6%.
Schaeffer Financial LLC. 401K Plan-2$12,048$12,048$6,024iApproximate average salary by contribution assumption: employee only about $150,600 at 4% or $100,400 at 6%; with 50% employer match about $100,400 at 4% or $66,933 at 6%; with 100% employer match about $75,300 at 4% or $50,200 at 6%.