Civic Intelligence

Karl M. Schmitz, III, P.A.

Plan context: Karl M. Schmitz, III, P.A. 401(K) Profit Sharing Plan and Trust

EIN 59-3422358 • Safety Harbor, FL • 14 filings • 2 plans

701 Enterprise Road E. #502Safety Harbor, FL 34695
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,283,143

2024 Contributions

$73,316

Historical Graphs

Total Assets Over Time

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

$1,283,143$641,572$0200520192024YearValue
$1,283,143Latest year 2024

Participants Over Time

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

320200520192024YearValue
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
202413$1,283,143$73,316$24,439iApproximate average salary by contribution assumption: employee only about $610,967 at 4% or $407,311 at 6%; with 50% employer match about $407,311 at 4% or $271,541 at 6%; with 100% employer match about $305,483 at 4% or $203,656 at 6%.
Karl M. Schmitz, III, P.A. 401(K) Profit Sharing Plan and Trust-3$1,283,143$73,316$24,439iApproximate average salary by contribution assumption: employee only about $610,967 at 4% or $407,311 at 6%; with 50% employer match about $407,311 at 4% or $271,541 at 6%; with 100% employer match about $305,483 at 4% or $203,656 at 6%.
202313$943,383$95,551$31,850iApproximate average salary by contribution assumption: employee only about $796,258 at 4% or $530,839 at 6%; with 50% employer match about $530,839 at 4% or $353,893 at 6%; with 100% employer match about $398,129 at 4% or $265,419 at 6%.
Karl M. Schmitz, III, P.A. 401(K) Profit Sharing Plan and Trust-3$943,383$95,551$31,850iApproximate average salary by contribution assumption: employee only about $796,258 at 4% or $530,839 at 6%; with 50% employer match about $530,839 at 4% or $353,893 at 6%; with 100% employer match about $398,129 at 4% or $265,419 at 6%.
202213$626,470$114,972$38,324iApproximate average salary by contribution assumption: employee only about $958,100 at 4% or $638,733 at 6%; with 50% employer match about $638,733 at 4% or $425,822 at 6%; with 100% employer match about $479,050 at 4% or $319,367 at 6%.
Karl M. Schmitz, III, P.A. 401(K) Profit Sharing Plan and Trust-3$626,470$114,972$38,324iApproximate average salary by contribution assumption: employee only about $958,100 at 4% or $638,733 at 6%; with 50% employer match about $638,733 at 4% or $425,822 at 6%; with 100% employer match about $479,050 at 4% or $319,367 at 6%.
202113$711,617$105,675$35,225iApproximate average salary by contribution assumption: employee only about $880,625 at 4% or $587,083 at 6%; with 50% employer match about $587,083 at 4% or $391,389 at 6%; with 100% employer match about $440,313 at 4% or $293,542 at 6%.
Karl M. Schmitz, III, P.A. 401(K) Profit Sharing Plan and Trust-3$711,617$105,675$35,225iApproximate average salary by contribution assumption: employee only about $880,625 at 4% or $587,083 at 6%; with 50% employer match about $587,083 at 4% or $391,389 at 6%; with 100% employer match about $440,313 at 4% or $293,542 at 6%.
202013$493,915$61,729$20,576iApproximate average salary by contribution assumption: employee only about $514,408 at 4% or $342,939 at 6%; with 50% employer match about $342,939 at 4% or $228,626 at 6%; with 100% employer match about $257,204 at 4% or $171,469 at 6%.
Karl M. Schmitz, III, P.A. 401(K) Profit Sharing Plan and Trust-3$493,915$61,729$20,576iApproximate average salary by contribution assumption: employee only about $514,408 at 4% or $342,939 at 6%; with 50% employer match about $342,939 at 4% or $228,626 at 6%; with 100% employer match about $257,204 at 4% or $171,469 at 6%.
201913$278,178$4,052$1,351iApproximate average salary by contribution assumption: employee only about $33,767 at 4% or $22,511 at 6%; with 50% employer match about $22,511 at 4% or $15,007 at 6%; with 100% employer match about $16,883 at 4% or $11,256 at 6%.
Karl M. Schmitz, III, P.A. 401(K) Profit Sharing Plan and Trust-3$278,178$4,052$1,351iApproximate average salary by contribution assumption: employee only about $33,767 at 4% or $22,511 at 6%; with 50% employer match about $22,511 at 4% or $15,007 at 6%; with 100% employer match about $16,883 at 4% or $11,256 at 6%.
201813$211,857$49,636$16,545iApproximate average salary by contribution assumption: employee only about $413,633 at 4% or $275,756 at 6%; with 50% employer match about $275,756 at 4% or $183,837 at 6%; with 100% employer match about $206,817 at 4% or $137,878 at 6%.
Karl M. Schmitz, III, P.A. 401(K) Profit Sharing Plan and Trust-3$211,857$49,636$16,545iApproximate average salary by contribution assumption: employee only about $413,633 at 4% or $275,756 at 6%; with 50% employer match about $275,756 at 4% or $183,837 at 6%; with 100% employer match about $206,817 at 4% or $137,878 at 6%.
201713$150,866$66,801$22,267iApproximate average salary by contribution assumption: employee only about $556,675 at 4% or $371,117 at 6%; with 50% employer match about $371,117 at 4% or $247,411 at 6%; with 100% employer match about $278,338 at 4% or $185,558 at 6%.
Karl M. Schmitz, III, P.A. 401(K) Profit Sharing Plan and Trust-3$150,866$66,801$22,267iApproximate average salary by contribution assumption: employee only about $556,675 at 4% or $371,117 at 6%; with 50% employer match about $371,117 at 4% or $247,411 at 6%; with 100% employer match about $278,338 at 4% or $185,558 at 6%.
201613$63,723$63,814$21,271iApproximate average salary by contribution assumption: employee only about $531,783 at 4% or $354,522 at 6%; with 50% employer match about $354,522 at 4% or $236,348 at 6%; with 100% employer match about $265,892 at 4% or $177,261 at 6%.
Karl M. Schmitz, III, P.A. 401(K) Profit Sharing Plan and Trust-3$63,723$63,814$21,271iApproximate average salary by contribution assumption: employee only about $531,783 at 4% or $354,522 at 6%; with 50% employer match about $354,522 at 4% or $236,348 at 6%; with 100% employer match about $265,892 at 4% or $177,261 at 6%.
201510$0$0-
Karl M. Schmitz, III, P.A. 401(K) Profit Sharing Plan and Trust-0$0--
200810$0$0-
Karl M. Schmitz, III, P.A. 401K Profit Sharing Plan and Trust-0---
200712$21,475$3,646$1,823iApproximate average salary by contribution assumption: employee only about $45,575 at 4% or $30,383 at 6%; with 50% employer match about $30,383 at 4% or $20,256 at 6%; with 100% employer match about $22,788 at 4% or $15,192 at 6%.
Karl M. Schmitz, III, P.A. 401K Profit Sharing Plan and Trust-2$21,475$3,646$1,823iApproximate average salary by contribution assumption: employee only about $45,575 at 4% or $30,383 at 6%; with 50% employer match about $30,383 at 4% or $20,256 at 6%; with 100% employer match about $22,788 at 4% or $15,192 at 6%.
200613$13,552$8,679$2,893iApproximate average salary by contribution assumption: employee only about $72,325 at 4% or $48,217 at 6%; with 50% employer match about $48,217 at 4% or $32,144 at 6%; with 100% employer match about $36,163 at 4% or $24,108 at 6%.
Karl M. Schmitz, III, P.A. 401K Profit Sharing Plan and Trust-3$13,552$8,679$2,893iApproximate average salary by contribution assumption: employee only about $72,325 at 4% or $48,217 at 6%; with 50% employer match about $48,217 at 4% or $32,144 at 6%; with 100% employer match about $36,163 at 4% or $24,108 at 6%.
200513$7,103$7,100$2,367iApproximate average salary by contribution assumption: employee only about $59,167 at 4% or $39,444 at 6%; with 50% employer match about $39,444 at 4% or $26,296 at 6%; with 100% employer match about $29,583 at 4% or $19,722 at 6%.
Karl M. Schmitz, III, P.A. 401K Profit Sharing Plan and Trust-3$7,103$7,100$2,367iApproximate average salary by contribution assumption: employee only about $59,167 at 4% or $39,444 at 6%; with 50% employer match about $39,444 at 4% or $26,296 at 6%; with 100% employer match about $29,583 at 4% or $19,722 at 6%.