Civic Intelligence

Schmalz Inc.

Plan context: Schmalz Inc. 401(K) Profit Sharing Plan and Trust

EIN 56-2121931 • Raleigh, NC • 24 filings • 5 plans

5850 Oak Forest DriveRaleigh, NC 27616
Current Snapshot

Latest Year

2024

2024 Participants

125

2024 Assets

$11,338,798

2024 Contributions

$1,393,791

Historical Graphs

Total Assets Over Time

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

$11,338,798$5,669,399$0200220142024YearValue
$11,338,798Latest year 2024

Participants Over Time

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

125630200220132024YearValue
125Latest 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
20242125$11,338,798$1,393,791$11,150iApproximate average salary by contribution assumption: employee only about $278,758 at 4% or $185,839 at 6%; with 50% employer match about $185,839 at 4% or $123,893 at 6%; with 100% employer match about $139,379 at 4% or $92,919 at 6%.
Schmalz Inc. 401(K) Profit Sharing Plan and Trust-115$11,338,798$1,393,791$12,120iApproximate average salary by contribution assumption: employee only about $302,998 at 4% or $201,999 at 6%; with 50% employer match about $201,999 at 4% or $134,666 at 6%; with 100% employer match about $151,499 at 4% or $100,999 at 6%.
Schmalz Inc Life and Disability Benefit Plan-125---
20231102$8,875,210$1,620,240$15,885iApproximate average salary by contribution assumption: employee only about $397,118 at 4% or $264,745 at 6%; with 50% employer match about $264,745 at 4% or $176,497 at 6%; with 100% employer match about $198,559 at 4% or $132,373 at 6%.
Schmalz Inc. 401(K) Profit Sharing Plan and Trust-102$8,875,210$1,620,240$15,885iApproximate average salary by contribution assumption: employee only about $397,118 at 4% or $264,745 at 6%; with 50% employer match about $264,745 at 4% or $176,497 at 6%; with 100% employer match about $198,559 at 4% or $132,373 at 6%.
20221102$6,853,053$1,477,934$14,490iApproximate average salary by contribution assumption: employee only about $362,239 at 4% or $241,492 at 6%; with 50% employer match about $241,492 at 4% or $160,995 at 6%; with 100% employer match about $181,119 at 4% or $120,746 at 6%.
Schmalz Inc. 401(K) Profit Sharing Plan and Trust-102$6,853,053$1,477,934$14,490iApproximate average salary by contribution assumption: employee only about $362,239 at 4% or $241,492 at 6%; with 50% employer match about $241,492 at 4% or $160,995 at 6%; with 100% employer match about $181,119 at 4% or $120,746 at 6%.
2021189$6,872,942$970,834$10,908iApproximate average salary by contribution assumption: employee only about $272,706 at 4% or $181,804 at 6%; with 50% employer match about $181,804 at 4% or $121,203 at 6%; with 100% employer match about $136,353 at 4% or $90,902 at 6%.
Schmalz Inc. 401(K) Profit Sharing Plan and Trust-89$6,872,942$970,834$10,908iApproximate average salary by contribution assumption: employee only about $272,706 at 4% or $181,804 at 6%; with 50% employer match about $181,804 at 4% or $121,203 at 6%; with 100% employer match about $136,353 at 4% or $90,902 at 6%.
2020173$5,059,931$660,291$9,045iApproximate average salary by contribution assumption: employee only about $226,127 at 4% or $150,751 at 6%; with 50% employer match about $150,751 at 4% or $100,501 at 6%; with 100% employer match about $113,064 at 4% or $75,376 at 6%.
Schmalz Inc. 401(K) Profit Sharing Plan and Trust-73$5,059,931$660,291$9,045iApproximate average salary by contribution assumption: employee only about $226,127 at 4% or $150,751 at 6%; with 50% employer match about $150,751 at 4% or $100,501 at 6%; with 100% employer match about $113,064 at 4% or $75,376 at 6%.
2019169$3,733,222$679,730$9,851iApproximate average salary by contribution assumption: employee only about $246,279 at 4% or $164,186 at 6%; with 50% employer match about $164,186 at 4% or $109,457 at 6%; with 100% employer match about $123,139 at 4% or $82,093 at 6%.
Schmalz Inc. 401(K) Profit Sharing Plan and Trust-69$3,733,222$679,730$9,851iApproximate average salary by contribution assumption: employee only about $246,279 at 4% or $164,186 at 6%; with 50% employer match about $164,186 at 4% or $109,457 at 6%; with 100% employer match about $123,139 at 4% or $82,093 at 6%.
2018161$2,675,463$535,373$8,777iApproximate average salary by contribution assumption: employee only about $219,415 at 4% or $146,277 at 6%; with 50% employer match about $146,277 at 4% or $97,518 at 6%; with 100% employer match about $109,708 at 4% or $73,138 at 6%.
Schmalz Inc. 401(K) Profit Sharing Plan and Trust-61$2,675,463$535,373$8,777iApproximate average salary by contribution assumption: employee only about $219,415 at 4% or $146,277 at 6%; with 50% employer match about $146,277 at 4% or $97,518 at 6%; with 100% employer match about $109,708 at 4% or $73,138 at 6%.
2017151$2,419,529$461,836$9,056iApproximate average salary by contribution assumption: employee only about $226,390 at 4% or $150,927 at 6%; with 50% employer match about $150,927 at 4% or $100,618 at 6%; with 100% employer match about $113,195 at 4% or $75,463 at 6%.
Schmalz Inc. 401(K) Profit Sharing Plan and Trust-51$2,419,529$461,836$9,056iApproximate average salary by contribution assumption: employee only about $226,390 at 4% or $150,927 at 6%; with 50% employer match about $150,927 at 4% or $100,618 at 6%; with 100% employer match about $113,195 at 4% or $75,463 at 6%.
2016147$1,659,554$463,503$9,862iApproximate average salary by contribution assumption: employee only about $246,544 at 4% or $164,363 at 6%; with 50% employer match about $164,363 at 4% or $109,575 at 6%; with 100% employer match about $123,272 at 4% or $82,181 at 6%.
Schmalz Inc. 401(K) Profit Sharing Plan and Trust-47$1,659,554$463,503$9,862iApproximate average salary by contribution assumption: employee only about $246,544 at 4% or $164,363 at 6%; with 50% employer match about $164,363 at 4% or $109,575 at 6%; with 100% employer match about $123,272 at 4% or $82,181 at 6%.
2015138$1,110,496$282,742$7,441iApproximate average salary by contribution assumption: employee only about $186,014 at 4% or $124,010 at 6%; with 50% employer match about $124,010 at 4% or $82,673 at 6%; with 100% employer match about $93,007 at 4% or $62,005 at 6%.
Schmalz Inc. 401(K) Profit Sharing Plan and Trust-38$1,110,496$282,742$7,441iApproximate average salary by contribution assumption: employee only about $186,014 at 4% or $124,010 at 6%; with 50% employer match about $124,010 at 4% or $82,673 at 6%; with 100% employer match about $93,007 at 4% or $62,005 at 6%.
2014127$910,032$168,385$6,236iApproximate average salary by contribution assumption: employee only about $155,912 at 4% or $103,941 at 6%; with 50% employer match about $103,941 at 4% or $69,294 at 6%; with 100% employer match about $77,956 at 4% or $51,971 at 6%.
Schmalz Inc. 401(K) Profit Sharing Plan and Trust-27$910,032$168,385$6,236iApproximate average salary by contribution assumption: employee only about $155,912 at 4% or $103,941 at 6%; with 50% employer match about $103,941 at 4% or $69,294 at 6%; with 100% employer match about $77,956 at 4% or $51,971 at 6%.
2013122$725,620$138,226$6,283iApproximate average salary by contribution assumption: employee only about $157,075 at 4% or $104,717 at 6%; with 50% employer match about $104,717 at 4% or $69,811 at 6%; with 100% employer match about $78,538 at 4% or $52,358 at 6%.
Schmalz Inc. 401(K) Profit Sharing Plan and Trust-22$725,620$138,226$6,283iApproximate average salary by contribution assumption: employee only about $157,075 at 4% or $104,717 at 6%; with 50% employer match about $104,717 at 4% or $69,811 at 6%; with 100% employer match about $78,538 at 4% or $52,358 at 6%.
2012118$498,407$110,744$6,152iApproximate average salary by contribution assumption: employee only about $153,811 at 4% or $102,541 at 6%; with 50% employer match about $102,541 at 4% or $68,360 at 6%; with 100% employer match about $76,906 at 4% or $51,270 at 6%.
Schmalz Inc. 401(K) Profit Sharing Plan and Trust-18$498,407$110,744$6,152iApproximate average salary by contribution assumption: employee only about $153,811 at 4% or $102,541 at 6%; with 50% employer match about $102,541 at 4% or $68,360 at 6%; with 100% employer match about $76,906 at 4% or $51,270 at 6%.
2011121$571,517$88,474$4,213iApproximate average salary by contribution assumption: employee only about $105,326 at 4% or $70,217 at 6%; with 50% employer match about $70,217 at 4% or $46,812 at 6%; with 100% employer match about $52,663 at 4% or $35,109 at 6%.
Schmalz Inc. 401(K) Profit Sharing Plan and Trust-21$571,517$88,474$4,213iApproximate average salary by contribution assumption: employee only about $105,326 at 4% or $70,217 at 6%; with 50% employer match about $70,217 at 4% or $46,812 at 6%; with 100% employer match about $52,663 at 4% or $35,109 at 6%.
2010120$581,246$94,958$4,748iApproximate average salary by contribution assumption: employee only about $118,697 at 4% or $79,132 at 6%; with 50% employer match about $79,132 at 4% or $52,754 at 6%; with 100% employer match about $59,349 at 4% or $39,566 at 6%.
Schmalz Inc. 401(K) Profit Sharing Plan and Trust-20$581,246$94,958$4,748iApproximate average salary by contribution assumption: employee only about $118,697 at 4% or $79,132 at 6%; with 50% employer match about $79,132 at 4% or $52,754 at 6%; with 100% employer match about $59,349 at 4% or $39,566 at 6%.
2009116$508,567$68,118$4,257iApproximate average salary by contribution assumption: employee only about $106,434 at 4% or $70,956 at 6%; with 50% employer match about $70,956 at 4% or $47,304 at 6%; with 100% employer match about $53,217 at 4% or $35,478 at 6%.
Schmalz Inc. 401(K) Profit Sharing Plan and Trust-16$508,567$68,118$4,257iApproximate average salary by contribution assumption: employee only about $106,434 at 4% or $70,956 at 6%; with 50% employer match about $70,956 at 4% or $47,304 at 6%; with 100% employer match about $53,217 at 4% or $35,478 at 6%.
2008121$387,711$124,793$5,943iApproximate average salary by contribution assumption: employee only about $148,563 at 4% or $99,042 at 6%; with 50% employer match about $99,042 at 4% or $66,028 at 6%; with 100% employer match about $74,282 at 4% or $49,521 at 6%.
Schmalz Inc. 401(K) Profit Sharing Plan and Trust-21$387,711$124,793$5,943iApproximate average salary by contribution assumption: employee only about $148,563 at 4% or $99,042 at 6%; with 50% employer match about $99,042 at 4% or $66,028 at 6%; with 100% employer match about $74,282 at 4% or $49,521 at 6%.
2007117$0$0-
Schmalz Inc. 401(K) Profit Sharing Plan and Trust-17---
2006112$460,237$82,676$6,890iApproximate average salary by contribution assumption: employee only about $172,242 at 4% or $114,828 at 6%; with 50% employer match about $114,828 at 4% or $76,552 at 6%; with 100% employer match about $86,121 at 4% or $57,414 at 6%.
Schmalz Inc. 401(K) Profit Sharing Plan and Trust-12$460,237$82,676$6,890iApproximate average salary by contribution assumption: employee only about $172,242 at 4% or $114,828 at 6%; with 50% employer match about $114,828 at 4% or $76,552 at 6%; with 100% employer match about $86,121 at 4% or $57,414 at 6%.
2005112$338,492$92,121$7,677iApproximate average salary by contribution assumption: employee only about $191,919 at 4% or $127,946 at 6%; with 50% employer match about $127,946 at 4% or $85,297 at 6%; with 100% employer match about $95,959 at 4% or $63,973 at 6%.
Schmalz Inc. 401(K) Profit Sharing Plan and Trust-12$338,492$92,121$7,677iApproximate average salary by contribution assumption: employee only about $191,919 at 4% or $127,946 at 6%; with 50% employer match about $127,946 at 4% or $85,297 at 6%; with 100% employer match about $95,959 at 4% or $63,973 at 6%.
200417$227,720$39,791$5,684iApproximate average salary by contribution assumption: employee only about $142,111 at 4% or $94,740 at 6%; with 50% employer match about $94,740 at 4% or $63,160 at 6%; with 100% employer match about $71,055 at 4% or $47,370 at 6%.
Schmalz Inc. 401(K) Profit Sharing Plan and Trust-7$227,720$39,791$5,684iApproximate average salary by contribution assumption: employee only about $142,111 at 4% or $94,740 at 6%; with 50% employer match about $94,740 at 4% or $63,160 at 6%; with 100% employer match about $71,055 at 4% or $47,370 at 6%.
200317$167,444$50,628$7,233iApproximate average salary by contribution assumption: employee only about $180,814 at 4% or $120,543 at 6%; with 50% employer match about $120,543 at 4% or $80,362 at 6%; with 100% employer match about $90,407 at 4% or $60,271 at 6%.
Schmalz Inc. 401(K) Profit Sharing Plan and Trust-7$167,444$50,628$7,233iApproximate average salary by contribution assumption: employee only about $180,814 at 4% or $120,543 at 6%; with 50% employer match about $120,543 at 4% or $80,362 at 6%; with 100% employer match about $90,407 at 4% or $60,271 at 6%.
200218$81,876$93,024$11,628iApproximate average salary by contribution assumption: employee only about $290,700 at 4% or $193,800 at 6%; with 50% employer match about $193,800 at 4% or $129,200 at 6%; with 100% employer match about $145,350 at 4% or $96,900 at 6%.
Schmalz Inc. 401(K) Profit Sharing Plan and Trust-8$81,876$93,024$11,628iApproximate average salary by contribution assumption: employee only about $290,700 at 4% or $193,800 at 6%; with 50% employer match about $193,800 at 4% or $129,200 at 6%; with 100% employer match about $145,350 at 4% or $96,900 at 6%.
Schmalz Inc. | EIN 56-2121931 | 2024 Form 5500 Company Profile