Siegfried J. Schulze Inc.
Plan context: Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust
EIN 51-0196304 • Newark, DE • 27 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
3
2023 Assets
$1,039,597
2023 Contributions
$31,444
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $31,444 | - |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 0 | $0 | $31,444 | - |
| 2022 | 1 | 3 | $1,039,597 | $57,623 | $19,208iApproximate average salary by contribution assumption: employee only about $480,192 at 4% or $320,128 at 6%; with 50% employer match about $320,128 at 4% or $213,419 at 6%; with 100% employer match about $240,096 at 4% or $160,064 at 6%. |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 3 | $1,039,597 | $57,623 | $19,208iApproximate average salary by contribution assumption: employee only about $480,192 at 4% or $320,128 at 6%; with 50% employer match about $320,128 at 4% or $213,419 at 6%; with 100% employer match about $240,096 at 4% or $160,064 at 6%. |
| 2021 | 1 | 3 | $1,120,085 | $54,448 | $18,149iApproximate average salary by contribution assumption: employee only about $453,733 at 4% or $302,489 at 6%; with 50% employer match about $302,489 at 4% or $201,659 at 6%; with 100% employer match about $226,867 at 4% or $151,244 at 6%. |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 3 | $1,120,085 | $54,448 | $18,149iApproximate average salary by contribution assumption: employee only about $453,733 at 4% or $302,489 at 6%; with 50% employer match about $302,489 at 4% or $201,659 at 6%; with 100% employer match about $226,867 at 4% or $151,244 at 6%. |
| 2020 | 1 | 2 | $943,421 | $55,687 | $27,844iApproximate average salary by contribution assumption: employee only about $696,088 at 4% or $464,058 at 6%; with 50% employer match about $464,058 at 4% or $309,372 at 6%; with 100% employer match about $348,044 at 4% or $232,029 at 6%. |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 2 | $943,421 | $55,687 | $27,844iApproximate average salary by contribution assumption: employee only about $696,088 at 4% or $464,058 at 6%; with 50% employer match about $464,058 at 4% or $309,372 at 6%; with 100% employer match about $348,044 at 4% or $232,029 at 6%. |
| 2019 | 1 | 4 | $827,101 | $55,220 | $13,805iApproximate average salary by contribution assumption: employee only about $345,125 at 4% or $230,083 at 6%; with 50% employer match about $230,083 at 4% or $153,389 at 6%; with 100% employer match about $172,563 at 4% or $115,042 at 6%. |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 4 | $827,101 | $55,220 | $13,805iApproximate average salary by contribution assumption: employee only about $345,125 at 4% or $230,083 at 6%; with 50% employer match about $230,083 at 4% or $153,389 at 6%; with 100% employer match about $172,563 at 4% or $115,042 at 6%. |
| 2018 | 1 | 4 | $667,862 | $54,311 | $13,578iApproximate average salary by contribution assumption: employee only about $339,444 at 4% or $226,296 at 6%; with 50% employer match about $226,296 at 4% or $150,864 at 6%; with 100% employer match about $169,722 at 4% or $113,148 at 6%. |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 4 | $667,862 | $54,311 | $13,578iApproximate average salary by contribution assumption: employee only about $339,444 at 4% or $226,296 at 6%; with 50% employer match about $226,296 at 4% or $150,864 at 6%; with 100% employer match about $169,722 at 4% or $113,148 at 6%. |
| 2017 | 1 | 4 | $647,264 | $52,390 | $13,098iApproximate average salary by contribution assumption: employee only about $327,438 at 4% or $218,292 at 6%; with 50% employer match about $218,292 at 4% or $145,528 at 6%; with 100% employer match about $163,719 at 4% or $109,146 at 6%. |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 4 | $647,264 | $52,390 | $13,098iApproximate average salary by contribution assumption: employee only about $327,438 at 4% or $218,292 at 6%; with 50% employer match about $218,292 at 4% or $145,528 at 6%; with 100% employer match about $163,719 at 4% or $109,146 at 6%. |
| 2016 | 1 | 3 | $508,083 | $53,573 | $17,858iApproximate average salary by contribution assumption: employee only about $446,442 at 4% or $297,628 at 6%; with 50% employer match about $297,628 at 4% or $198,419 at 6%; with 100% employer match about $223,221 at 4% or $148,814 at 6%. |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 3 | $508,083 | $53,573 | $17,858iApproximate average salary by contribution assumption: employee only about $446,442 at 4% or $297,628 at 6%; with 50% employer match about $297,628 at 4% or $198,419 at 6%; with 100% employer match about $223,221 at 4% or $148,814 at 6%. |
| 2015 | 1 | 4 | $427,524 | $48,601 | $12,150iApproximate average salary by contribution assumption: employee only about $303,756 at 4% or $202,504 at 6%; with 50% employer match about $202,504 at 4% or $135,003 at 6%; with 100% employer match about $151,878 at 4% or $101,252 at 6%. |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 4 | $427,524 | $48,601 | $12,150iApproximate average salary by contribution assumption: employee only about $303,756 at 4% or $202,504 at 6%; with 50% employer match about $202,504 at 4% or $135,003 at 6%; with 100% employer match about $151,878 at 4% or $101,252 at 6%. |
| 2014 | 1 | 6 | $423,067 | $49,089 | $8,182iApproximate average salary by contribution assumption: employee only about $204,538 at 4% or $136,358 at 6%; with 50% employer match about $136,358 at 4% or $90,906 at 6%; with 100% employer match about $102,269 at 4% or $68,179 at 6%. |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 6 | $423,067 | $49,089 | $8,182iApproximate average salary by contribution assumption: employee only about $204,538 at 4% or $136,358 at 6%; with 50% employer match about $136,358 at 4% or $90,906 at 6%; with 100% employer match about $102,269 at 4% or $68,179 at 6%. |
| 2013 | 1 | 4 | $374,881 | $40,073 | $10,018iApproximate average salary by contribution assumption: employee only about $250,456 at 4% or $166,971 at 6%; with 50% employer match about $166,971 at 4% or $111,314 at 6%; with 100% employer match about $125,228 at 4% or $83,485 at 6%. |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 4 | $374,881 | $40,073 | $10,018iApproximate average salary by contribution assumption: employee only about $250,456 at 4% or $166,971 at 6%; with 50% employer match about $166,971 at 4% or $111,314 at 6%; with 100% employer match about $125,228 at 4% or $83,485 at 6%. |
| 2012 | 1 | 4 | $284,548 | $67,982 | $16,996iApproximate average salary by contribution assumption: employee only about $424,888 at 4% or $283,258 at 6%; with 50% employer match about $283,258 at 4% or $188,839 at 6%; with 100% employer match about $212,444 at 4% or $141,629 at 6%. |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 4 | $284,548 | $67,982 | $16,996iApproximate average salary by contribution assumption: employee only about $424,888 at 4% or $283,258 at 6%; with 50% employer match about $283,258 at 4% or $188,839 at 6%; with 100% employer match about $212,444 at 4% or $141,629 at 6%. |
| 2011 | 1 | 6 | $802,388 | $65,083 | $10,847iApproximate average salary by contribution assumption: employee only about $271,179 at 4% or $180,786 at 6%; with 50% employer match about $180,786 at 4% or $120,524 at 6%; with 100% employer match about $135,590 at 4% or $90,393 at 6%. |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 6 | $802,388 | $65,083 | $10,847iApproximate average salary by contribution assumption: employee only about $271,179 at 4% or $180,786 at 6%; with 50% employer match about $180,786 at 4% or $120,524 at 6%; with 100% employer match about $135,590 at 4% or $90,393 at 6%. |
| 2010 | 1 | 6 | $783,974 | $65,286 | $10,881iApproximate average salary by contribution assumption: employee only about $272,025 at 4% or $181,350 at 6%; with 50% employer match about $181,350 at 4% or $120,900 at 6%; with 100% employer match about $136,013 at 4% or $90,675 at 6%. |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 6 | $783,974 | $65,286 | $10,881iApproximate average salary by contribution assumption: employee only about $272,025 at 4% or $181,350 at 6%; with 50% employer match about $181,350 at 4% or $120,900 at 6%; with 100% employer match about $136,013 at 4% or $90,675 at 6%. |
| 2009 | 1 | 5 | $655,941 | $64,730 | $12,946iApproximate average salary by contribution assumption: employee only about $323,650 at 4% or $215,767 at 6%; with 50% employer match about $215,767 at 4% or $143,844 at 6%; with 100% employer match about $161,825 at 4% or $107,883 at 6%. |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 5 | $655,941 | $64,730 | $12,946iApproximate average salary by contribution assumption: employee only about $323,650 at 4% or $215,767 at 6%; with 50% employer match about $215,767 at 4% or $143,844 at 6%; with 100% employer match about $161,825 at 4% or $107,883 at 6%. |
| 2008 | 1 | 4 | $529,099 | $61,134 | $15,284iApproximate average salary by contribution assumption: employee only about $382,088 at 4% or $254,725 at 6%; with 50% employer match about $254,725 at 4% or $169,817 at 6%; with 100% employer match about $191,044 at 4% or $127,363 at 6%. |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 4 | $529,099 | $61,134 | $15,284iApproximate average salary by contribution assumption: employee only about $382,088 at 4% or $254,725 at 6%; with 50% employer match about $254,725 at 4% or $169,817 at 6%; with 100% employer match about $191,044 at 4% or $127,363 at 6%. |
| 2007 | 1 | 5 | $615,808 | $64,996 | $12,999iApproximate average salary by contribution assumption: employee only about $324,980 at 4% or $216,653 at 6%; with 50% employer match about $216,653 at 4% or $144,436 at 6%; with 100% employer match about $162,490 at 4% or $108,327 at 6%. |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 5 | $615,808 | $64,996 | $12,999iApproximate average salary by contribution assumption: employee only about $324,980 at 4% or $216,653 at 6%; with 50% employer match about $216,653 at 4% or $144,436 at 6%; with 100% employer match about $162,490 at 4% or $108,327 at 6%. |
| 2006 | 1 | 6 | $545,176 | $68,510 | $11,418iApproximate average salary by contribution assumption: employee only about $285,458 at 4% or $190,306 at 6%; with 50% employer match about $190,306 at 4% or $126,870 at 6%; with 100% employer match about $142,729 at 4% or $95,153 at 6%. |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 6 | $545,176 | $68,510 | $11,418iApproximate average salary by contribution assumption: employee only about $285,458 at 4% or $190,306 at 6%; with 50% employer match about $190,306 at 4% or $126,870 at 6%; with 100% employer match about $142,729 at 4% or $95,153 at 6%. |
| 2005 | 1 | 11 | $453,971 | $66,590 | $6,054iApproximate average salary by contribution assumption: employee only about $151,341 at 4% or $100,894 at 6%; with 50% employer match about $100,894 at 4% or $67,263 at 6%; with 100% employer match about $75,670 at 4% or $50,447 at 6%. |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 11 | $453,971 | $66,590 | $6,054iApproximate average salary by contribution assumption: employee only about $151,341 at 4% or $100,894 at 6%; with 50% employer match about $100,894 at 4% or $67,263 at 6%; with 100% employer match about $75,670 at 4% or $50,447 at 6%. |
| 2004 | 1 | 9 | $598,187 | $63,777 | $7,086iApproximate average salary by contribution assumption: employee only about $177,158 at 4% or $118,106 at 6%; with 50% employer match about $118,106 at 4% or $78,737 at 6%; with 100% employer match about $88,579 at 4% or $59,053 at 6%. |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 9 | $598,187 | $63,777 | $7,086iApproximate average salary by contribution assumption: employee only about $177,158 at 4% or $118,106 at 6%; with 50% employer match about $118,106 at 4% or $78,737 at 6%; with 100% employer match about $88,579 at 4% or $59,053 at 6%. |
| 2003 | 1 | 9 | $497,817 | $65,207 | $7,245iApproximate average salary by contribution assumption: employee only about $181,131 at 4% or $120,754 at 6%; with 50% employer match about $120,754 at 4% or $80,502 at 6%; with 100% employer match about $90,565 at 4% or $60,377 at 6%. |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 9 | $497,817 | $65,207 | $7,245iApproximate average salary by contribution assumption: employee only about $181,131 at 4% or $120,754 at 6%; with 50% employer match about $120,754 at 4% or $80,502 at 6%; with 100% employer match about $90,565 at 4% or $60,377 at 6%. |
| 2002 | 2 | 9 | $373,868 | $61,373 | $6,819iApproximate average salary by contribution assumption: employee only about $170,481 at 4% or $113,654 at 6%; with 50% employer match about $113,654 at 4% or $75,769 at 6%; with 100% employer match about $85,240 at 4% or $56,827 at 6%. |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 9 | $373,868 | $61,373 | $6,819iApproximate average salary by contribution assumption: employee only about $170,481 at 4% or $113,654 at 6%; with 50% employer match about $113,654 at 4% or $75,769 at 6%; with 100% employer match about $85,240 at 4% or $56,827 at 6%. |
| SIEGFRIED J. SCHULZE, INC. MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |
| 2001 | 2 | 7 | $338,662 | $39,954 | $5,708iApproximate average salary by contribution assumption: employee only about $142,693 at 4% or $95,129 at 6%; with 50% employer match about $95,129 at 4% or $63,419 at 6%; with 100% employer match about $71,346 at 4% or $47,564 at 6%. |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 7 | $330,219 | $31,525 | $4,504iApproximate average salary by contribution assumption: employee only about $112,589 at 4% or $75,060 at 6%; with 50% employer match about $75,060 at 4% or $50,040 at 6%; with 100% employer match about $56,295 at 4% or $37,530 at 6%. |
| SIEGFRIED J. SCHULZE, INC. MONEY PURCHASE PENSION PLAN | - | 7 | $8,443 | $8,429 | $1,204iApproximate average salary by contribution assumption: employee only about $30,104 at 4% or $20,069 at 6%; with 50% employer match about $20,069 at 4% or $13,379 at 6%; with 100% employer match about $15,052 at 4% or $10,035 at 6%. |
| 2000 | 1 | 6 | $336,687 | $38,431 | $6,405iApproximate average salary by contribution assumption: employee only about $160,129 at 4% or $106,753 at 6%; with 50% employer match about $106,753 at 4% or $71,169 at 6%; with 100% employer match about $80,065 at 4% or $53,376 at 6%. |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 6 | $336,687 | $38,431 | $6,405iApproximate average salary by contribution assumption: employee only about $160,129 at 4% or $106,753 at 6%; with 50% employer match about $106,753 at 4% or $71,169 at 6%; with 100% employer match about $80,065 at 4% or $53,376 at 6%. |
| 1999 | 1 | 8 | $361,789 | $35,286 | $4,411iApproximate average salary by contribution assumption: employee only about $110,269 at 4% or $73,513 at 6%; with 50% employer match about $73,513 at 4% or $49,008 at 6%; with 100% employer match about $55,134 at 4% or $36,756 at 6%. |
| Siegfried J. Schulze Inc. 401K Salary Reduction Plan and Trust | - | 8 | $361,789 | $35,286 | $4,411iApproximate average salary by contribution assumption: employee only about $110,269 at 4% or $73,513 at 6%; with 50% employer match about $73,513 at 4% or $49,008 at 6%; with 100% employer match about $55,134 at 4% or $36,756 at 6%. |