Civic Intelligence

Schmitt Wealth Advisers

Plan context: Schmitt Wealth Advisers LLC 401(K) Profit Sharing Plan & Trust

EIN 47-4700160 • Blue Ash, OH • 11 filings • 3 plans

4555 Lake Forest Dr Ste 235Blue Ash, OH 45242-3764
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$641,820

2024 Contributions

$153,188

Historical Graphs

Total Assets Over Time

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

$641,820$320,910$0201720212024YearValue
$641,820Latest year 2024

Participants Over Time

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

420201720212024YearValue
3Latest 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
202423$641,820$153,188$51,063iApproximate average salary by contribution assumption: employee only about $1,276,567 at 4% or $851,044 at 6%; with 50% employer match about $851,044 at 4% or $567,363 at 6%; with 100% employer match about $638,283 at 4% or $425,522 at 6%.
Schmitt Wealth Advisers LLC 401(K) Profit Sharing Plan & Trust-3$639,856$99,352$33,117iApproximate average salary by contribution assumption: employee only about $827,933 at 4% or $551,956 at 6%; with 50% employer match about $551,956 at 4% or $367,970 at 6%; with 100% employer match about $413,967 at 4% or $275,978 at 6%.
Schmitt Wealth Advisers Soca Benefit Plan-2$1,964$53,836$26,918iApproximate average salary by contribution assumption: employee only about $672,950 at 4% or $448,633 at 6%; with 50% employer match about $448,633 at 4% or $299,089 at 6%; with 100% employer match about $336,475 at 4% or $224,317 at 6%.
202323$475,285$137,080$45,693iApproximate average salary by contribution assumption: employee only about $1,142,333 at 4% or $761,556 at 6%; with 50% employer match about $761,556 at 4% or $507,704 at 6%; with 100% employer match about $571,167 at 4% or $380,778 at 6%.
Schmitt Wealth Advisers LLC 401(K) Profit Sharing Plan & Trust-3$473,628$92,476$30,825iApproximate average salary by contribution assumption: employee only about $770,633 at 4% or $513,756 at 6%; with 50% employer match about $513,756 at 4% or $342,504 at 6%; with 100% employer match about $385,317 at 4% or $256,878 at 6%.
Schmitt Wealth Advisers Soca Benefit Plan-2$1,657$44,604$22,302iApproximate average salary by contribution assumption: employee only about $557,550 at 4% or $371,700 at 6%; with 50% employer match about $371,700 at 4% or $247,800 at 6%; with 100% employer match about $278,775 at 4% or $185,850 at 6%.
202223$319,142$118,819$39,606iApproximate average salary by contribution assumption: employee only about $990,158 at 4% or $660,106 at 6%; with 50% employer match about $660,106 at 4% or $440,070 at 6%; with 100% employer match about $495,079 at 4% or $330,053 at 6%.
Schmitt Wealth Advisers LLC 401(K) Profit Sharing Plan & Trust-3$318,119$85,546$28,515iApproximate average salary by contribution assumption: employee only about $712,883 at 4% or $475,256 at 6%; with 50% employer match about $475,256 at 4% or $316,837 at 6%; with 100% employer match about $356,442 at 4% or $237,628 at 6%.
Schmitt Wealth Advisers Soca Benefit Plan-2$1,023$33,273$16,637iApproximate average salary by contribution assumption: employee only about $415,913 at 4% or $277,275 at 6%; with 50% employer match about $277,275 at 4% or $184,850 at 6%; with 100% employer match about $207,956 at 4% or $138,638 at 6%.
202114$288,497$78,586$19,647iApproximate average salary by contribution assumption: employee only about $491,163 at 4% or $327,442 at 6%; with 50% employer match about $327,442 at 4% or $218,294 at 6%; with 100% employer match about $245,581 at 4% or $163,721 at 6%.
Schmitt Wealth Advisers LLC 401(K) Profit Sharing Plan & Trust-4$288,497$78,586$19,647iApproximate average salary by contribution assumption: employee only about $491,163 at 4% or $327,442 at 6%; with 50% employer match about $327,442 at 4% or $218,294 at 6%; with 100% employer match about $245,581 at 4% or $163,721 at 6%.
202013$172,279$65,954$21,985iApproximate average salary by contribution assumption: employee only about $549,617 at 4% or $366,411 at 6%; with 50% employer match about $366,411 at 4% or $244,274 at 6%; with 100% employer match about $274,808 at 4% or $183,206 at 6%.
Schmitt Wealth Advisers LLC 401(K) Profit Sharing Plan & Trust-3$172,279$65,954$21,985iApproximate average salary by contribution assumption: employee only about $549,617 at 4% or $366,411 at 6%; with 50% employer match about $366,411 at 4% or $244,274 at 6%; with 100% employer match about $274,808 at 4% or $183,206 at 6%.
201913$79,580$30,061$10,020iApproximate average salary by contribution assumption: employee only about $250,508 at 4% or $167,006 at 6%; with 50% employer match about $167,006 at 4% or $111,337 at 6%; with 100% employer match about $125,254 at 4% or $83,503 at 6%.
Schmitt Wealth Advisers LLC 401(K) Profit Sharing Plan & Trust-3$79,580$30,061$10,020iApproximate average salary by contribution assumption: employee only about $250,508 at 4% or $167,006 at 6%; with 50% employer match about $167,006 at 4% or $111,337 at 6%; with 100% employer match about $125,254 at 4% or $83,503 at 6%.
201814$39,346$27,068$6,767iApproximate average salary by contribution assumption: employee only about $169,175 at 4% or $112,783 at 6%; with 50% employer match about $112,783 at 4% or $75,189 at 6%; with 100% employer match about $84,588 at 4% or $56,392 at 6%.
Schmitt Wealth Advisers LLC 401(K) Profit Sharing Plan & Trust-4$39,346$27,068$6,767iApproximate average salary by contribution assumption: employee only about $169,175 at 4% or $112,783 at 6%; with 50% employer match about $112,783 at 4% or $75,189 at 6%; with 100% employer match about $84,588 at 4% or $56,392 at 6%.
201712$15,128$15,128$7,564iApproximate average salary by contribution assumption: employee only about $189,100 at 4% or $126,067 at 6%; with 50% employer match about $126,067 at 4% or $84,044 at 6%; with 100% employer match about $94,550 at 4% or $63,033 at 6%.
Schmitt Wealth Advisers LLC 401(K) Profit Sharing Plan & Trust-2$15,128$15,128$7,564iApproximate average salary by contribution assumption: employee only about $189,100 at 4% or $126,067 at 6%; with 50% employer match about $126,067 at 4% or $84,044 at 6%; with 100% employer match about $94,550 at 4% or $63,033 at 6%.