Civic Intelligence

Schmueser & Associates LLC

Plan context: Schmueser & Associates LLC 401(K) Plan

EIN 47-5638973 • Grand Junction, CO • 26 filings • 7 plans

811 22 RdGrand Junction, CO 81505
Current Snapshot

Latest Year

2024

2024 Participants

68

2024 Assets

$2,330,614

2024 Contributions

$444,646

Historical Graphs

Total Assets Over Time

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

$6,745,868$3,372,934$0201520202024YearValue
$2,330,614Latest year 2024

Participants Over Time

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

113570201520202024YearValue
68Latest 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
2024168$2,330,614$444,646$6,539iApproximate average salary by contribution assumption: employee only about $163,473 at 4% or $108,982 at 6%; with 50% employer match about $108,982 at 4% or $72,655 at 6%; with 100% employer match about $81,736 at 4% or $54,491 at 6%.
Schmueser & Associates LLC 401(K) Plan-68$2,330,614$444,646$6,539iApproximate average salary by contribution assumption: employee only about $163,473 at 4% or $108,982 at 6%; with 50% employer match about $108,982 at 4% or $72,655 at 6%; with 100% employer match about $81,736 at 4% or $54,491 at 6%.
2023175$1,973,383$603,570$8,048iApproximate average salary by contribution assumption: employee only about $201,190 at 4% or $134,127 at 6%; with 50% employer match about $134,127 at 4% or $89,418 at 6%; with 100% employer match about $100,595 at 4% or $67,063 at 6%.
Schmueser & Associates LLC 401(K) Plan-75$1,973,383$603,570$8,048iApproximate average salary by contribution assumption: employee only about $201,190 at 4% or $134,127 at 6%; with 50% employer match about $134,127 at 4% or $89,418 at 6%; with 100% employer match about $100,595 at 4% or $67,063 at 6%.
2022172$1,188,531$191,279$2,657iApproximate average salary by contribution assumption: employee only about $66,416 at 4% or $44,278 at 6%; with 50% employer match about $44,278 at 4% or $29,518 at 6%; with 100% employer match about $33,208 at 4% or $22,139 at 6%.
Schmueser & Associates LLC Mtia-72$1,188,531$191,279$2,657iApproximate average salary by contribution assumption: employee only about $66,416 at 4% or $44,278 at 6%; with 50% employer match about $44,278 at 4% or $29,518 at 6%; with 100% employer match about $33,208 at 4% or $22,139 at 6%.
2021312$2,535,289$30,635$2,553iApproximate average salary by contribution assumption: employee only about $63,823 at 4% or $42,549 at 6%; with 50% employer match about $42,549 at 4% or $28,366 at 6%; with 100% employer match about $31,911 at 4% or $21,274 at 6%.
Schmueser & Associates LLC Mtia--$1,267,644--
Schmueser & Associates LLC 401(K) Plan-12$879,277$22,108$1,842iApproximate average salary by contribution assumption: employee only about $46,058 at 4% or $30,706 at 6%; with 50% employer match about $30,706 at 4% or $20,470 at 6%; with 100% employer match about $23,029 at 4% or $15,353 at 6%.
Schmueser & Associates LLC 401(K) Plan (K-Z)-12$388,368$8,527$711iApproximate average salary by contribution assumption: employee only about $17,765 at 4% or $11,843 at 6%; with 50% employer match about $11,843 at 4% or $7,895 at 6%; with 100% employer match about $8,882 at 4% or $5,922 at 6%.
2020318$4,176,404$96,736$5,374iApproximate average salary by contribution assumption: employee only about $134,356 at 4% or $89,570 at 6%; with 50% employer match about $89,570 at 4% or $59,714 at 6%; with 100% employer match about $67,178 at 4% or $44,785 at 6%.
Schmueser & Associates LLC Mtia--$2,088,202--
Schmueser & Associates LLC 401(K) Plan-14$1,657,866$69,777$4,984iApproximate average salary by contribution assumption: employee only about $124,602 at 4% or $83,068 at 6%; with 50% employer match about $83,068 at 4% or $55,379 at 6%; with 100% employer match about $62,301 at 4% or $41,534 at 6%.
Schmueser & Associates LLC 401(K) Plan (K-Z)-18$430,336$26,959$1,498iApproximate average salary by contribution assumption: employee only about $37,443 at 4% or $24,962 at 6%; with 50% employer match about $24,962 at 4% or $16,641 at 6%; with 100% employer match about $18,722 at 4% or $12,481 at 6%.
2019477$6,376,352$189,491$2,461iApproximate average salary by contribution assumption: employee only about $61,523 at 4% or $41,015 at 6%; with 50% employer match about $41,015 at 4% or $27,344 at 6%; with 100% employer match about $30,762 at 4% or $20,508 at 6%.
Schmueser & Associates LLC Mtia--$3,186,213--
Schmueser & Associates LLC 401(K) Plan-39$1,655,266$115,919$2,972iApproximate average salary by contribution assumption: employee only about $74,307 at 4% or $49,538 at 6%; with 50% employer match about $49,538 at 4% or $33,025 at 6%; with 100% employer match about $37,154 at 4% or $24,769 at 6%.
Schmueser & Associates LLC 401(K) Plan (K-Z)-40$1,534,873$73,572$1,839iApproximate average salary by contribution assumption: employee only about $45,983 at 4% or $30,655 at 6%; with 50% employer match about $30,655 at 4% or $20,437 at 6%; with 100% employer match about $22,991 at 4% or $15,328 at 6%.
Schmueser & Associates LLC Medical Plan-77---
20184113$6,480,242$215,894$1,911iApproximate average salary by contribution assumption: employee only about $47,764 at 4% or $31,843 at 6%; with 50% employer match about $31,843 at 4% or $21,229 at 6%; with 100% employer match about $23,882 at 4% or $15,921 at 6%.
Schmueser & Associates LLC Mtia--$3,211,531--
Schmueser & Associates LLC 401(K) Plan-48$1,994,493$124,452$2,593iApproximate average salary by contribution assumption: employee only about $64,819 at 4% or $43,213 at 6%; with 50% employer match about $43,213 at 4% or $28,808 at 6%; with 100% employer match about $32,409 at 4% or $21,606 at 6%.
Schmueser & Associates LLC 401(K) Plan (K-Z)-75$1,274,218$91,442$1,219iApproximate average salary by contribution assumption: employee only about $30,481 at 4% or $20,320 at 6%; with 50% employer match about $20,320 at 4% or $13,547 at 6%; with 100% employer match about $15,240 at 4% or $10,160 at 6%.
Schmueser & Associates LLC Medical Plan-113---
2017358$6,745,868$383,385$6,610iApproximate average salary by contribution assumption: employee only about $165,252 at 4% or $110,168 at 6%; with 50% employer match about $110,168 at 4% or $73,445 at 6%; with 100% employer match about $82,626 at 4% or $55,084 at 6%.
Schmueser & Associates LLC Mtia--$3,372,934--
Schmueser & Associates LLC 401(K) Plan-58$2,045,677$161,847$2,790iApproximate average salary by contribution assumption: employee only about $69,762 at 4% or $46,508 at 6%; with 50% employer match about $46,508 at 4% or $31,005 at 6%; with 100% employer match about $34,881 at 4% or $23,254 at 6%.
Schmueser & Associates LLC 401(K) Plan (K-Z)-49$1,327,257$221,538$4,521iApproximate average salary by contribution assumption: employee only about $113,030 at 4% or $75,353 at 6%; with 50% employer match about $75,353 at 4% or $50,235 at 6%; with 100% employer match about $56,515 at 4% or $37,677 at 6%.
2016350$5,660,214$175,759$3,515iApproximate average salary by contribution assumption: employee only about $87,880 at 4% or $58,586 at 6%; with 50% employer match about $58,586 at 4% or $39,058 at 6%; with 100% employer match about $43,940 at 4% or $29,293 at 6%.
Schmueser & Associates LLC Mtia--$2,830,107--
Schmueser & Associates LLC 401(K) Plan-50$1,738,666$102,689$2,054iApproximate average salary by contribution assumption: employee only about $51,345 at 4% or $34,230 at 6%; with 50% employer match about $34,230 at 4% or $22,820 at 6%; with 100% employer match about $25,672 at 4% or $17,115 at 6%.
Schmueser & Associates LLC 401(K) Plan (K-Z)-35$1,091,441$73,070$2,088iApproximate average salary by contribution assumption: employee only about $52,193 at 4% or $34,795 at 6%; with 50% employer match about $34,795 at 4% or $23,197 at 6%; with 100% employer match about $26,096 at 4% or $17,398 at 6%.
2015341$5,271,131$214,230$5,225iApproximate average salary by contribution assumption: employee only about $130,628 at 4% or $87,085 at 6%; with 50% employer match about $87,085 at 4% or $58,057 at 6%; with 100% employer match about $65,314 at 4% or $43,543 at 6%.
Schmueser & Associates LLC Mtia--$2,635,566--
Schmueser & Associates LLC 401(K) Plan-41$1,640,750$131,444$3,206iApproximate average salary by contribution assumption: employee only about $80,149 at 4% or $53,433 at 6%; with 50% employer match about $53,433 at 4% or $35,622 at 6%; with 100% employer match about $40,074 at 4% or $26,716 at 6%.
Schmueser & Associates LLC 401(K) Plan (K-Z)-27$994,815$82,786$3,066iApproximate average salary by contribution assumption: employee only about $76,654 at 4% or $51,102 at 6%; with 50% employer match about $51,102 at 4% or $34,068 at 6%; with 100% employer match about $38,327 at 4% or $25,551 at 6%.