Schmitz & Lucenta PLLC
Plan context: Schmitz & Lucenta PLLC 401(K) Plan
EIN 46-4206735 • Tulsa, OK • 11 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,982,966
2024 Contributions
$103,288
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $1,982,966 | $103,288 | $20,658iApproximate average salary by contribution assumption: employee only about $516,440 at 4% or $344,293 at 6%; with 50% employer match about $344,293 at 4% or $229,529 at 6%; with 100% employer match about $258,220 at 4% or $172,147 at 6%. |
| Schmitz & Lucenta PLLC 401(K) Plan | - | 5 | $1,982,966 | $103,288 | $20,658iApproximate average salary by contribution assumption: employee only about $516,440 at 4% or $344,293 at 6%; with 50% employer match about $344,293 at 4% or $229,529 at 6%; with 100% employer match about $258,220 at 4% or $172,147 at 6%. |
| 2023 | 1 | 5 | $1,727,130 | $121,980 | $24,396iApproximate average salary by contribution assumption: employee only about $609,900 at 4% or $406,600 at 6%; with 50% employer match about $406,600 at 4% or $271,067 at 6%; with 100% employer match about $304,950 at 4% or $203,300 at 6%. |
| Schmitz & Lucenta PLLC 401(K) Plan | - | 5 | $1,727,130 | $121,980 | $24,396iApproximate average salary by contribution assumption: employee only about $609,900 at 4% or $406,600 at 6%; with 50% employer match about $406,600 at 4% or $271,067 at 6%; with 100% employer match about $304,950 at 4% or $203,300 at 6%. |
| 2022 | 1 | 7 | $1,572,291 | $161,904 | $23,129iApproximate average salary by contribution assumption: employee only about $578,229 at 4% or $385,486 at 6%; with 50% employer match about $385,486 at 4% or $256,990 at 6%; with 100% employer match about $289,114 at 4% or $192,743 at 6%. |
| Schmitz & Lucenta PLLC 401(K) Plan | - | 7 | $1,572,291 | $161,904 | $23,129iApproximate average salary by contribution assumption: employee only about $578,229 at 4% or $385,486 at 6%; with 50% employer match about $385,486 at 4% or $256,990 at 6%; with 100% employer match about $289,114 at 4% or $192,743 at 6%. |
| 2021 | 1 | 9 | $1,968,294 | $149,414 | $16,602iApproximate average salary by contribution assumption: employee only about $415,039 at 4% or $276,693 at 6%; with 50% employer match about $276,693 at 4% or $184,462 at 6%; with 100% employer match about $207,519 at 4% or $138,346 at 6%. |
| Schmitz & Lucenta PLLC 401(K) Plan | - | 9 | $1,968,294 | $149,414 | $16,602iApproximate average salary by contribution assumption: employee only about $415,039 at 4% or $276,693 at 6%; with 50% employer match about $276,693 at 4% or $184,462 at 6%; with 100% employer match about $207,519 at 4% or $138,346 at 6%. |
| 2020 | 1 | 8 | $1,558,339 | $231,331 | $28,916iApproximate average salary by contribution assumption: employee only about $722,909 at 4% or $481,940 at 6%; with 50% employer match about $481,940 at 4% or $321,293 at 6%; with 100% employer match about $361,455 at 4% or $240,970 at 6%. |
| Schmitz & Lucenta PLLC 401(K) Plan | - | 8 | $1,558,339 | $231,331 | $28,916iApproximate average salary by contribution assumption: employee only about $722,909 at 4% or $481,940 at 6%; with 50% employer match about $481,940 at 4% or $321,293 at 6%; with 100% employer match about $361,455 at 4% or $240,970 at 6%. |
| 2019 | 1 | 9 | $1,020,003 | $118,182 | $13,131iApproximate average salary by contribution assumption: employee only about $328,283 at 4% or $218,856 at 6%; with 50% employer match about $218,856 at 4% or $145,904 at 6%; with 100% employer match about $164,142 at 4% or $109,428 at 6%. |
| Schmitz & Lucenta PLLC 401(K) Plan | - | 9 | $1,020,003 | $118,182 | $13,131iApproximate average salary by contribution assumption: employee only about $328,283 at 4% or $218,856 at 6%; with 50% employer match about $218,856 at 4% or $145,904 at 6%; with 100% employer match about $164,142 at 4% or $109,428 at 6%. |
| 2018 | 1 | 8 | $704,677 | $127,136 | $15,892iApproximate average salary by contribution assumption: employee only about $397,300 at 4% or $264,867 at 6%; with 50% employer match about $264,867 at 4% or $176,578 at 6%; with 100% employer match about $198,650 at 4% or $132,433 at 6%. |
| Schmitz & Lucenta PLLC 401(K) Plan | - | 8 | $704,677 | $127,136 | $15,892iApproximate average salary by contribution assumption: employee only about $397,300 at 4% or $264,867 at 6%; with 50% employer match about $264,867 at 4% or $176,578 at 6%; with 100% employer match about $198,650 at 4% or $132,433 at 6%. |
| 2017 | 1 | 6 | $611,484 | $101,534 | $16,922iApproximate average salary by contribution assumption: employee only about $423,058 at 4% or $282,039 at 6%; with 50% employer match about $282,039 at 4% or $188,026 at 6%; with 100% employer match about $211,529 at 4% or $141,019 at 6%. |
| Schmitz & Lucenta PLLC 401(K) Plan | - | 6 | $611,484 | $101,534 | $16,922iApproximate average salary by contribution assumption: employee only about $423,058 at 4% or $282,039 at 6%; with 50% employer match about $282,039 at 4% or $188,026 at 6%; with 100% employer match about $211,529 at 4% or $141,019 at 6%. |
| 2016 | 1 | 4 | $447,750 | $61,674 | $15,419iApproximate average salary by contribution assumption: employee only about $385,463 at 4% or $256,975 at 6%; with 50% employer match about $256,975 at 4% or $171,317 at 6%; with 100% employer match about $192,731 at 4% or $128,488 at 6%. |
| Schmitz & Lucenta PLLC 401(K) Plan | - | 4 | $447,750 | $61,674 | $15,419iApproximate average salary by contribution assumption: employee only about $385,463 at 4% or $256,975 at 6%; with 50% employer match about $256,975 at 4% or $171,317 at 6%; with 100% employer match about $192,731 at 4% or $128,488 at 6%. |
| 2015 | 1 | 3 | $356,260 | $27,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| Schmitz & Lucenta PLLC 401(K) Plan | - | 3 | $356,260 | $27,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| 2014 | 1 | 3 | $343,192 | $340,974 | $113,658iApproximate average salary by contribution assumption: employee only about $2,841,450 at 4% or $1,894,300 at 6%; with 50% employer match about $1,894,300 at 4% or $1,262,867 at 6%; with 100% employer match about $1,420,725 at 4% or $947,150 at 6%. |
| Schmitz & Lucenta PLLC 401(K) Plan | - | 3 | $343,192 | $340,974 | $113,658iApproximate average salary by contribution assumption: employee only about $2,841,450 at 4% or $1,894,300 at 6%; with 50% employer match about $1,894,300 at 4% or $1,262,867 at 6%; with 100% employer match about $1,420,725 at 4% or $947,150 at 6%. |