Civic Intelligence

School Management Services LLC

Plan context: School Management Services Retirement Plan

EIN 56-2545979 • Shorewood, MN • 18 filings • 1 plans

19750 Muirfield CircleShorewood, MN 55331
Current Snapshot

Latest Year

2025

2025 Participants

37

2025 Assets

$2,823,620

2025 Contributions

$537,310

Historical Graphs

Total Assets Over Time

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

$2,823,620$1,411,810$0200920172025YearValue
$2,823,620Latest year 2025

Participants Over Time

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

37190200820172025YearValue
37Latest 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
2025137$2,823,620$537,310$14,522iApproximate average salary by contribution assumption: employee only about $363,047 at 4% or $242,032 at 6%; with 50% employer match about $242,032 at 4% or $161,354 at 6%; with 100% employer match about $181,524 at 4% or $121,016 at 6%.
School Management Services Retirement Plan-37$2,823,620$537,310$14,522iApproximate average salary by contribution assumption: employee only about $363,047 at 4% or $242,032 at 6%; with 50% employer match about $242,032 at 4% or $161,354 at 6%; with 100% employer match about $181,524 at 4% or $121,016 at 6%.
2024136$2,489,655$556,918$15,470iApproximate average salary by contribution assumption: employee only about $386,749 at 4% or $257,832 at 6%; with 50% employer match about $257,832 at 4% or $171,888 at 6%; with 100% employer match about $193,374 at 4% or $128,916 at 6%.
School Management Services Retirement Plan-36$2,489,655$556,918$15,470iApproximate average salary by contribution assumption: employee only about $386,749 at 4% or $257,832 at 6%; with 50% employer match about $257,832 at 4% or $171,888 at 6%; with 100% employer match about $193,374 at 4% or $128,916 at 6%.
2023133$2,160,835$340,148$10,308iApproximate average salary by contribution assumption: employee only about $257,688 at 4% or $171,792 at 6%; with 50% employer match about $171,792 at 4% or $114,528 at 6%; with 100% employer match about $128,844 at 4% or $85,896 at 6%.
School Management Services Retirement Plan-33$2,160,835$340,148$10,308iApproximate average salary by contribution assumption: employee only about $257,688 at 4% or $171,792 at 6%; with 50% employer match about $171,792 at 4% or $114,528 at 6%; with 100% employer match about $128,844 at 4% or $85,896 at 6%.
2022132$1,740,809$265,227$8,288iApproximate average salary by contribution assumption: employee only about $207,209 at 4% or $138,139 at 6%; with 50% employer match about $138,139 at 4% or $92,093 at 6%; with 100% employer match about $103,604 at 4% or $69,070 at 6%.
School Management Services Retirement Plan-32$1,740,809$265,227$8,288iApproximate average salary by contribution assumption: employee only about $207,209 at 4% or $138,139 at 6%; with 50% employer match about $138,139 at 4% or $92,093 at 6%; with 100% employer match about $103,604 at 4% or $69,070 at 6%.
2021124$1,892,000$203,268$8,470iApproximate average salary by contribution assumption: employee only about $211,738 at 4% or $141,158 at 6%; with 50% employer match about $141,158 at 4% or $94,106 at 6%; with 100% employer match about $105,869 at 4% or $70,579 at 6%.
School Management Services Retirement Plan-24$1,892,000$203,268$8,470iApproximate average salary by contribution assumption: employee only about $211,738 at 4% or $141,158 at 6%; with 50% employer match about $141,158 at 4% or $94,106 at 6%; with 100% employer match about $105,869 at 4% or $70,579 at 6%.
2020124$1,580,396$193,700$8,071iApproximate average salary by contribution assumption: employee only about $201,771 at 4% or $134,514 at 6%; with 50% employer match about $134,514 at 4% or $89,676 at 6%; with 100% employer match about $100,885 at 4% or $67,257 at 6%.
School Management Services Retirement Plan-24$1,580,396$193,700$8,071iApproximate average salary by contribution assumption: employee only about $201,771 at 4% or $134,514 at 6%; with 50% employer match about $134,514 at 4% or $89,676 at 6%; with 100% employer match about $100,885 at 4% or $67,257 at 6%.
2019124$1,258,763$175,031$7,293iApproximate average salary by contribution assumption: employee only about $182,324 at 4% or $121,549 at 6%; with 50% employer match about $121,549 at 4% or $81,033 at 6%; with 100% employer match about $91,162 at 4% or $60,775 at 6%.
School Management Services Retirement Plan-24$1,258,763$175,031$7,293iApproximate average salary by contribution assumption: employee only about $182,324 at 4% or $121,549 at 6%; with 50% employer match about $121,549 at 4% or $81,033 at 6%; with 100% employer match about $91,162 at 4% or $60,775 at 6%.
2018123$877,581$147,005$6,392iApproximate average salary by contribution assumption: employee only about $159,788 at 4% or $106,525 at 6%; with 50% employer match about $106,525 at 4% or $71,017 at 6%; with 100% employer match about $79,894 at 4% or $53,263 at 6%.
School Management Services Retirement Plan-23$877,581$147,005$6,392iApproximate average salary by contribution assumption: employee only about $159,788 at 4% or $106,525 at 6%; with 50% employer match about $106,525 at 4% or $71,017 at 6%; with 100% employer match about $79,894 at 4% or $53,263 at 6%.
2017119$811,056$130,148$6,850iApproximate average salary by contribution assumption: employee only about $171,247 at 4% or $114,165 at 6%; with 50% employer match about $114,165 at 4% or $76,110 at 6%; with 100% employer match about $85,624 at 4% or $57,082 at 6%.
School Management Services Retirement Plan-19$811,056$130,148$6,850iApproximate average salary by contribution assumption: employee only about $171,247 at 4% or $114,165 at 6%; with 50% employer match about $114,165 at 4% or $76,110 at 6%; with 100% employer match about $85,624 at 4% or $57,082 at 6%.
2016119$576,591$93,563$4,924iApproximate average salary by contribution assumption: employee only about $123,109 at 4% or $82,073 at 6%; with 50% employer match about $82,073 at 4% or $54,715 at 6%; with 100% employer match about $61,555 at 4% or $41,036 at 6%.
School Management Services Retirement Plan-19$576,591$93,563$4,924iApproximate average salary by contribution assumption: employee only about $123,109 at 4% or $82,073 at 6%; with 50% employer match about $82,073 at 4% or $54,715 at 6%; with 100% employer match about $61,555 at 4% or $41,036 at 6%.
2015122$513,030$93,651$4,257iApproximate average salary by contribution assumption: employee only about $106,422 at 4% or $70,948 at 6%; with 50% employer match about $70,948 at 4% or $47,298 at 6%; with 100% employer match about $53,211 at 4% or $35,474 at 6%.
School Management Services Retirement Plan-22$513,030$93,651$4,257iApproximate average salary by contribution assumption: employee only about $106,422 at 4% or $70,948 at 6%; with 50% employer match about $70,948 at 4% or $47,298 at 6%; with 100% employer match about $53,211 at 4% or $35,474 at 6%.
2014120$434,139$74,094$3,705iApproximate average salary by contribution assumption: employee only about $92,618 at 4% or $61,745 at 6%; with 50% employer match about $61,745 at 4% or $41,163 at 6%; with 100% employer match about $46,309 at 4% or $30,873 at 6%.
School Management Services Retirement Plan-20$434,139$74,094$3,705iApproximate average salary by contribution assumption: employee only about $92,618 at 4% or $61,745 at 6%; with 50% employer match about $61,745 at 4% or $41,163 at 6%; with 100% employer match about $46,309 at 4% or $30,873 at 6%.
2013114$340,689$68,652$4,904iApproximate average salary by contribution assumption: employee only about $122,593 at 4% or $81,729 at 6%; with 50% employer match about $81,729 at 4% or $54,486 at 6%; with 100% employer match about $61,296 at 4% or $40,864 at 6%.
School Management Services Retirement Plan-14$340,689$68,652$4,904iApproximate average salary by contribution assumption: employee only about $122,593 at 4% or $81,729 at 6%; with 50% employer match about $81,729 at 4% or $54,486 at 6%; with 100% employer match about $61,296 at 4% or $40,864 at 6%.
2012114$223,642$48,200$3,443iApproximate average salary by contribution assumption: employee only about $86,071 at 4% or $57,381 at 6%; with 50% employer match about $57,381 at 4% or $38,254 at 6%; with 100% employer match about $43,036 at 4% or $28,690 at 6%.
School Management Services Retirement Plan-14$223,642$48,200$3,443iApproximate average salary by contribution assumption: employee only about $86,071 at 4% or $57,381 at 6%; with 50% employer match about $57,381 at 4% or $38,254 at 6%; with 100% employer match about $43,036 at 4% or $28,690 at 6%.
2011111$158,495$55,556$5,051iApproximate average salary by contribution assumption: employee only about $126,264 at 4% or $84,176 at 6%; with 50% employer match about $84,176 at 4% or $56,117 at 6%; with 100% employer match about $63,132 at 4% or $42,088 at 6%.
School Management Services Retirement Plan-11$158,495$55,556$5,051iApproximate average salary by contribution assumption: employee only about $126,264 at 4% or $84,176 at 6%; with 50% employer match about $84,176 at 4% or $56,117 at 6%; with 100% employer match about $63,132 at 4% or $42,088 at 6%.
2010114$130,866$41,915$2,994iApproximate average salary by contribution assumption: employee only about $74,848 at 4% or $49,899 at 6%; with 50% employer match about $49,899 at 4% or $33,266 at 6%; with 100% employer match about $37,424 at 4% or $24,949 at 6%.
School Management Services Retirement Plan-14$130,866$41,915$2,994iApproximate average salary by contribution assumption: employee only about $74,848 at 4% or $49,899 at 6%; with 50% employer match about $49,899 at 4% or $33,266 at 6%; with 100% employer match about $37,424 at 4% or $24,949 at 6%.
200910$76,618$46,610-
School Management Services Retirement Plan-0$76,618$46,610-
200817$0$0-
School Management Services Retirement Plan-7---