Civic Intelligence

Schuler & Lee Pa

Plan context: Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust

EIN 59-3687844 • Jacksonville, FL • 25 filings • 4 plans

644 Cesery BoulevardSuite 250Jacksonville, FL 32211
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$300,817

2025 Contributions

$3,040

Historical Graphs

Total Assets Over Time

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

$532,701$266,351$0200920172025YearValue
$300,817Latest year 2025

Participants Over Time

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

1160200320142025YearValue
8Latest 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
202528$300,817$0-
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-8$300,817$0-
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-0$0$0-
202418$257,258$0-
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-8$257,258--
202318$214,888$0-
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-8$214,888$0-
202218$175,101$0-
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-8$175,101$0-
202118$224,473$0-
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-8$224,473$0-
202019$190,417$0-
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-9$190,417$0-
2019110$180,778$0-
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-10$180,778$0-
2018110$152,897$0-
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-10$152,897$0-
2017110$167,453$0-
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-10$167,453$0-
2016110$147,460$3,040$304iApproximate average salary by contribution assumption: employee only about $7,600 at 4% or $5,067 at 6%; with 50% employer match about $5,067 at 4% or $3,378 at 6%; with 100% employer match about $3,800 at 4% or $2,533 at 6%.
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-10$147,460$3,040$304iApproximate average salary by contribution assumption: employee only about $7,600 at 4% or $5,067 at 6%; with 50% employer match about $5,067 at 4% or $3,378 at 6%; with 100% employer match about $3,800 at 4% or $2,533 at 6%.
2015111$135,820$6,820$620iApproximate average salary by contribution assumption: employee only about $15,500 at 4% or $10,333 at 6%; with 50% employer match about $10,333 at 4% or $6,889 at 6%; with 100% employer match about $7,750 at 4% or $5,167 at 6%.
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-11$135,820$6,820$620iApproximate average salary by contribution assumption: employee only about $15,500 at 4% or $10,333 at 6%; with 50% employer match about $10,333 at 4% or $6,889 at 6%; with 100% employer match about $7,750 at 4% or $5,167 at 6%.
2014111$134,665$0-
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-11$134,665--
2013111$137,624$35,289$3,208iApproximate average salary by contribution assumption: employee only about $80,202 at 4% or $53,468 at 6%; with 50% employer match about $53,468 at 4% or $35,645 at 6%; with 100% employer match about $40,101 at 4% or $26,734 at 6%.
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-11$137,624$35,289$3,208iApproximate average salary by contribution assumption: employee only about $80,202 at 4% or $53,468 at 6%; with 50% employer match about $53,468 at 4% or $35,645 at 6%; with 100% employer match about $40,101 at 4% or $26,734 at 6%.
201218$92,850$18,366$2,296iApproximate average salary by contribution assumption: employee only about $57,394 at 4% or $38,263 at 6%; with 50% employer match about $38,263 at 4% or $25,508 at 6%; with 100% employer match about $28,697 at 4% or $19,131 at 6%.
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-8$92,850$18,366$2,296iApproximate average salary by contribution assumption: employee only about $57,394 at 4% or $38,263 at 6%; with 50% employer match about $38,263 at 4% or $25,508 at 6%; with 100% employer match about $28,697 at 4% or $19,131 at 6%.
201117$70,204$66,153$9,450iApproximate average salary by contribution assumption: employee only about $236,261 at 4% or $157,507 at 6%; with 50% employer match about $157,507 at 4% or $105,005 at 6%; with 100% employer match about $118,130 at 4% or $78,754 at 6%.
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-7$70,204$66,153$9,450iApproximate average salary by contribution assumption: employee only about $236,261 at 4% or $157,507 at 6%; with 50% employer match about $157,507 at 4% or $105,005 at 6%; with 100% employer match about $118,130 at 4% or $78,754 at 6%.
201027$31,299$33,762$4,823iApproximate average salary by contribution assumption: employee only about $120,579 at 4% or $80,386 at 6%; with 50% employer match about $80,386 at 4% or $53,590 at 6%; with 100% employer match about $60,289 at 4% or $40,193 at 6%.
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-7$31,299$33,762$4,823iApproximate average salary by contribution assumption: employee only about $120,579 at 4% or $80,386 at 6%; with 50% employer match about $80,386 at 4% or $53,590 at 6%; with 100% employer match about $60,289 at 4% or $40,193 at 6%.
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-0$0$0-
200917$532,701$68,587$9,798iApproximate average salary by contribution assumption: employee only about $244,954 at 4% or $163,302 at 6%; with 50% employer match about $163,302 at 4% or $108,868 at 6%; with 100% employer match about $122,477 at 4% or $81,651 at 6%.
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-7$532,701$68,587$9,798iApproximate average salary by contribution assumption: employee only about $244,954 at 4% or $163,302 at 6%; with 50% employer match about $163,302 at 4% or $108,868 at 6%; with 100% employer match about $122,477 at 4% or $81,651 at 6%.
200815$0$0-
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-5---
200714$0$0-
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-4---
200613$0$0-
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-3---
200513$0$0-
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-3---
200413$0$0-
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-3---
200313$0$0-
Schuler & Lee Pa 401(K) Profit Sharing Plan and Trust-3---