Civic Intelligence

Schmitz Capital Partners LLC

Plan context: Schmitz Capital Partners LLC-001 401(K) and Profit Sharing Plan

EIN 47-3729940 • Mill Valley, CA • 11 filings • 5 plans

655 Redwood Hwy Ste 109Mill Valley, CA 94941-3009
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,712,427

2025 Contributions

$68,750

Historical Graphs

Total Assets Over Time

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

$1,712,427$856,214$0201520202025YearValue
$1,712,427Latest year 2025

Participants Over Time

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

210201520202025YearValue
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$1,712,427$68,750$34,375iApproximate average salary by contribution assumption: employee only about $859,375 at 4% or $572,917 at 6%; with 50% employer match about $572,917 at 4% or $381,944 at 6%; with 100% employer match about $429,688 at 4% or $286,458 at 6%.
Schmitz Capital Partners LLC-001 401(K) and Profit Sharing Plan-2$1,712,427$68,750$34,375iApproximate average salary by contribution assumption: employee only about $859,375 at 4% or $572,917 at 6%; with 50% employer match about $572,917 at 4% or $381,944 at 6%; with 100% employer match about $429,688 at 4% or $286,458 at 6%.
202412$1,439,188$106,750$53,375iApproximate average salary by contribution assumption: employee only about $1,334,375 at 4% or $889,583 at 6%; with 50% employer match about $889,583 at 4% or $593,056 at 6%; with 100% employer match about $667,188 at 4% or $444,792 at 6%.
Schmitz Capital Partners LLC-001 401(K) and Profit Sharing Plan-2$1,439,188$106,750$53,375iApproximate average salary by contribution assumption: employee only about $1,334,375 at 4% or $889,583 at 6%; with 50% employer match about $889,583 at 4% or $593,056 at 6%; with 100% employer match about $667,188 at 4% or $444,792 at 6%.
202312$1,033,278$22,500$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
Schmitz Capital Partners LLC-001 401(K) and Profit Sharing Plan-2$1,033,278$22,500$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
202212$722,569$34,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Schmitz Capital Partners LLC-001 401(K) and Profit Sharing Plan-2$722,569$34,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
202112$996,414$151,203$75,602iApproximate average salary by contribution assumption: employee only about $1,890,038 at 4% or $1,260,025 at 6%; with 50% employer match about $1,260,025 at 4% or $840,017 at 6%; with 100% employer match about $945,019 at 4% or $630,013 at 6%.
Schmitz Capital Partners LLC-001 401(K) and Profit Sharing Plan-2$996,414$151,203$75,602iApproximate average salary by contribution assumption: employee only about $1,890,038 at 4% or $1,260,025 at 6%; with 50% employer match about $1,260,025 at 4% or $840,017 at 6%; with 100% employer match about $945,019 at 4% or $630,013 at 6%.
202012$785,849$112,643$56,322iApproximate average salary by contribution assumption: employee only about $1,408,038 at 4% or $938,692 at 6%; with 50% employer match about $938,692 at 4% or $625,794 at 6%; with 100% employer match about $704,019 at 4% or $469,346 at 6%.
Schmitz Capital Partners LLC-001 401(K) and Profit Sharing Plan-2$785,849$112,643$56,322iApproximate average salary by contribution assumption: employee only about $1,408,038 at 4% or $938,692 at 6%; with 50% employer match about $938,692 at 4% or $625,794 at 6%; with 100% employer match about $704,019 at 4% or $469,346 at 6%.
201912$516,034$109,566$54,783iApproximate average salary by contribution assumption: employee only about $1,369,575 at 4% or $913,050 at 6%; with 50% employer match about $913,050 at 4% or $608,700 at 6%; with 100% employer match about $684,788 at 4% or $456,525 at 6%.
Schmitz Capital Partners LLC-001 401(K) and Profit Sharing Plan-2$516,034$109,566$54,783iApproximate average salary by contribution assumption: employee only about $1,369,575 at 4% or $913,050 at 6%; with 50% employer match about $913,050 at 4% or $608,700 at 6%; with 100% employer match about $684,788 at 4% or $456,525 at 6%.
201812$336,598$100,733$50,367iApproximate average salary by contribution assumption: employee only about $1,259,163 at 4% or $839,442 at 6%; with 50% employer match about $839,442 at 4% or $559,628 at 6%; with 100% employer match about $629,581 at 4% or $419,721 at 6%.
Schmitz Capital Partners LLC-001 401(K) and Profit Sharing Plan-2$336,598$100,733$50,367iApproximate average salary by contribution assumption: employee only about $1,259,163 at 4% or $839,442 at 6%; with 50% employer match about $839,442 at 4% or $559,628 at 6%; with 100% employer match about $629,581 at 4% or $419,721 at 6%.
201712$253,457$95,200$47,600iApproximate average salary by contribution assumption: employee only about $1,190,000 at 4% or $793,333 at 6%; with 50% employer match about $793,333 at 4% or $528,889 at 6%; with 100% employer match about $595,000 at 4% or $396,667 at 6%.
Schmitz Capital Partners LLC-001 401(K) and Profit Sharing Plan-2$253,457$95,200$47,600iApproximate average salary by contribution assumption: employee only about $1,190,000 at 4% or $793,333 at 6%; with 50% employer match about $793,333 at 4% or $528,889 at 6%; with 100% employer match about $595,000 at 4% or $396,667 at 6%.
201612$107,419$85,450$42,725iApproximate average salary by contribution assumption: employee only about $1,068,125 at 4% or $712,083 at 6%; with 50% employer match about $712,083 at 4% or $474,722 at 6%; with 100% employer match about $534,063 at 4% or $356,042 at 6%.
Schmitz Capital Partners LLC-001 401(K) and Profit Sharing Plan-2$107,419$85,450$42,725iApproximate average salary by contribution assumption: employee only about $1,068,125 at 4% or $712,083 at 6%; with 50% employer match about $712,083 at 4% or $474,722 at 6%; with 100% employer match about $534,063 at 4% or $356,042 at 6%.
201512$17,600$17,700$8,850iApproximate average salary by contribution assumption: employee only about $221,250 at 4% or $147,500 at 6%; with 50% employer match about $147,500 at 4% or $98,333 at 6%; with 100% employer match about $110,625 at 4% or $73,750 at 6%.
Schmitz Capital Partners LLC-001 401(K) and Profit Sharing Plan-2$17,600$17,700$8,850iApproximate average salary by contribution assumption: employee only about $221,250 at 4% or $147,500 at 6%; with 50% employer match about $147,500 at 4% or $98,333 at 6%; with 100% employer match about $110,625 at 4% or $73,750 at 6%.