Reed Weitkamp Schell & Vice PLLC
Plan context: Reed Weitkamp Schell & Vice PLLC Retirement Savings Plan
EIN 61-1296686 • Louisville, KY • 234 filings • 50 plans
Current Snapshot
Latest Year
2020
2020 Participants
1
2020 Assets
$75,396
2020 Contributions
$101,200
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Reed Weitkamp Schell & Vice PLLC Retirement Savings Plan | - | 0 | $0 | - | - |
| 2019 | 1 | 1 | $75,396 | $101,200 | $101,200iApproximate average salary by contribution assumption: employee only about $2,530,000 at 4% or $1,686,667 at 6%; with 50% employer match about $1,686,667 at 4% or $1,124,444 at 6%; with 100% employer match about $1,265,000 at 4% or $843,333 at 6%. |
| Reed Weitkamp Schell & Vice PLLC Retirement Savings Plan | - | 1 | $75,396 | $101,200 | $101,200iApproximate average salary by contribution assumption: employee only about $2,530,000 at 4% or $1,686,667 at 6%; with 50% employer match about $1,686,667 at 4% or $1,124,444 at 6%; with 100% employer match about $1,265,000 at 4% or $843,333 at 6%. |
| 2018 | 1 | 28 | $12,771,245 | $375,231 | $13,401iApproximate average salary by contribution assumption: employee only about $335,028 at 4% or $223,352 at 6%; with 50% employer match about $223,352 at 4% or $148,901 at 6%; with 100% employer match about $167,514 at 4% or $111,676 at 6%. |
| Reed Weitkamp Schell & Vice PLLC Retirement Savings Plan | - | 28 | $12,771,245 | $375,231 | $13,401iApproximate average salary by contribution assumption: employee only about $335,028 at 4% or $223,352 at 6%; with 50% employer match about $223,352 at 4% or $148,901 at 6%; with 100% employer match about $167,514 at 4% or $111,676 at 6%. |
| 2017 | 1 | 30 | $17,303,671 | $408,345 | $13,612iApproximate average salary by contribution assumption: employee only about $340,288 at 4% or $226,858 at 6%; with 50% employer match about $226,858 at 4% or $151,239 at 6%; with 100% employer match about $170,144 at 4% or $113,429 at 6%. |
| Reed Weitkamp Schell & Vice PLLC Retirement Savings Plan | - | 30 | $17,303,671 | $408,345 | $13,612iApproximate average salary by contribution assumption: employee only about $340,288 at 4% or $226,858 at 6%; with 50% employer match about $226,858 at 4% or $151,239 at 6%; with 100% employer match about $170,144 at 4% or $113,429 at 6%. |
| 2016 | 1 | 28 | $16,201,394 | $486,884 | $17,389iApproximate average salary by contribution assumption: employee only about $434,718 at 4% or $289,812 at 6%; with 50% employer match about $289,812 at 4% or $193,208 at 6%; with 100% employer match about $217,359 at 4% or $144,906 at 6%. |
| Reed Weitkamp Schell & Vice PLLC Retirement Savings Plan | - | 28 | $16,201,394 | $486,884 | $17,389iApproximate average salary by contribution assumption: employee only about $434,718 at 4% or $289,812 at 6%; with 50% employer match about $289,812 at 4% or $193,208 at 6%; with 100% employer match about $217,359 at 4% or $144,906 at 6%. |
| 2015 | 1 | 31 | $14,943,639 | $408,225 | $13,169iApproximate average salary by contribution assumption: employee only about $329,214 at 4% or $219,476 at 6%; with 50% employer match about $219,476 at 4% or $146,317 at 6%; with 100% employer match about $164,607 at 4% or $109,738 at 6%. |
| Reed Weitkamp Schell & Vice PLLC Retirement Savings Plan | - | 31 | $14,943,639 | $408,225 | $13,169iApproximate average salary by contribution assumption: employee only about $329,214 at 4% or $219,476 at 6%; with 50% employer match about $219,476 at 4% or $146,317 at 6%; with 100% employer match about $164,607 at 4% or $109,738 at 6%. |
| 2014 | 1 | 31 | $15,258,360 | $442,942 | $14,288iApproximate average salary by contribution assumption: employee only about $357,211 at 4% or $238,141 at 6%; with 50% employer match about $238,141 at 4% or $158,761 at 6%; with 100% employer match about $178,606 at 4% or $119,070 at 6%. |
| Reed Weitkamp Schell & Vice PLLC Retirement Savings Plan | - | 31 | $15,258,360 | $442,942 | $14,288iApproximate average salary by contribution assumption: employee only about $357,211 at 4% or $238,141 at 6%; with 50% employer match about $238,141 at 4% or $158,761 at 6%; with 100% employer match about $178,606 at 4% or $119,070 at 6%. |
| 2013 | 1 | 31 | $14,064,689 | $522,987 | $16,871iApproximate average salary by contribution assumption: employee only about $421,764 at 4% or $281,176 at 6%; with 50% employer match about $281,176 at 4% or $187,451 at 6%; with 100% employer match about $210,882 at 4% or $140,588 at 6%. |
| Reed Weitkamp Schell & Vice PLLC Retirement Savings Plan | - | 31 | $14,064,689 | $522,987 | $16,871iApproximate average salary by contribution assumption: employee only about $421,764 at 4% or $281,176 at 6%; with 50% employer match about $281,176 at 4% or $187,451 at 6%; with 100% employer match about $210,882 at 4% or $140,588 at 6%. |
| 2012 | 1 | 31 | $11,359,128 | $503,230 | $16,233iApproximate average salary by contribution assumption: employee only about $405,831 at 4% or $270,554 at 6%; with 50% employer match about $270,554 at 4% or $180,369 at 6%; with 100% employer match about $202,915 at 4% or $135,277 at 6%. |
| Reed Weitkamp Schell & Vice PLLC Retirement Savings Plan | - | 31 | $11,359,128 | $503,230 | $16,233iApproximate average salary by contribution assumption: employee only about $405,831 at 4% or $270,554 at 6%; with 50% employer match about $270,554 at 4% or $180,369 at 6%; with 100% employer match about $202,915 at 4% or $135,277 at 6%. |
| 2011 | 1 | 33 | $9,790,748 | $776,559 | $23,532iApproximate average salary by contribution assumption: employee only about $588,302 at 4% or $392,202 at 6%; with 50% employer match about $392,202 at 4% or $261,468 at 6%; with 100% employer match about $294,151 at 4% or $196,101 at 6%. |
| Reed Weitkamp Schell & Vice PLLC Retirement Savings Plan | - | 33 | $9,790,748 | $776,559 | $23,532iApproximate average salary by contribution assumption: employee only about $588,302 at 4% or $392,202 at 6%; with 50% employer match about $392,202 at 4% or $261,468 at 6%; with 100% employer match about $294,151 at 4% or $196,101 at 6%. |
| 2010 | 1 | 28 | $9,071,414 | $428,866 | $15,317iApproximate average salary by contribution assumption: employee only about $382,916 at 4% or $255,277 at 6%; with 50% employer match about $255,277 at 4% or $170,185 at 6%; with 100% employer match about $191,458 at 4% or $127,639 at 6%. |
| Reed Weitkamp Schell & Vice PLLC Retirement Savings Plan | - | 28 | $9,071,414 | $428,866 | $15,317iApproximate average salary by contribution assumption: employee only about $382,916 at 4% or $255,277 at 6%; with 50% employer match about $255,277 at 4% or $170,185 at 6%; with 100% employer match about $191,458 at 4% or $127,639 at 6%. |
| 2009 | 30 | 29 | $7,673,929 | $438,019 | $15,104iApproximate average salary by contribution assumption: employee only about $377,603 at 4% or $251,735 at 6%; with 50% employer match about $251,735 at 4% or $167,823 at 6%; with 100% employer match about $188,801 at 4% or $125,868 at 6%. |
| Reed Weitkamp Schell & Vice PLLC Retirement Savings Plan | - | 29 | $7,673,929 | $321,533 | $11,087iApproximate average salary by contribution assumption: employee only about $277,184 at 4% or $184,789 at 6%; with 50% employer match about $184,789 at 4% or $123,193 at 6%; with 100% employer match about $138,592 at 4% or $92,395 at 6%. |
| Fed Capital Preservation Fund FBO Rws&V | - | - | - | - | - |
| Reed Weitkamp Schell & Vice PLLC Retirement Plan | - | 0 | - | $116,486 | - |
| VANGUARD TOTAL BOND MKT INDEX FBO RWS&V | - | - | - | - | - |
| Fed Intermediate Income FBO Rws&V | - | - | - | - | - |
| VANGUARD HORIZON GLOBAL EQUITY FBO RWS&V | - | - | - | - | - |
| T ROWE PRICE NEW HORIZON SM GR FBO RWS&V | - | - | - | - | - |
| MFS VALUE R4 FBO RWS&V | - | - | - | - | - |
| VANGUARD WINDSOR FUND FBO RWS&V | - | - | - | - | - |
| COLUMBIA SMALL CAP INDEX Z FBO RWS&V | - | - | - | - | - |
| COLUMBIA ACORN Z FBO RWS&V | - | - | - | - | - |
| AMERICAN FUNDS EUROPACIFIC R4 FBO RWS&V | - | - | - | - | - |
| VANGUARD REIT INDEX FBO RWS&V | - | - | - | - | - |
| FIDELITY FREEDOM 2040 FBO RWS&V | - | - | - | - | - |
| FIDELITY FREEDOM 2010 FBO RWS&V | - | - | - | - | - |
| ARTISAN INTERNATIONAL FUND FBO RWS&V | - | - | - | - | - |
| PIMCO TOTAL RETURN INSTL FBO RWS&V | - | - | - | - | - |
| MAINSTAY LARGE CAP GROWTH I FBO RWS&V | - | - | - | - | - |
| VANGUARD SMALL CAP GROWTH IND FBO RWS&V | - | - | - | - | - |
| VANGUARD SMALL CAP VALUE INDEX FBO RWS&V | - | - | - | - | - |
| Ivan J. Schell Trust FBO Rws&V | - | - | - | - | - |
| T ROWE PRICE REAL ESTATE FBO RWS&V | - | - | - | - | - |
| FIDELITY FREEDOM 2020 FBO RWS&V | - | - | - | - | - |
| VANGUARD VALUE INDEX FBO RWS&V | - | - | - | - | - |
| FIDELITY LARGE CAP STOCK FBO RWS&V | - | - | - | - | - |
| VANGUARD GROWTH INDEX FBO RWS&V | - | - | - | - | - |
| T ROWE PRICE MID-CAP VALUE FBO RWS&V | - | - | - | - | - |
| NORTHERN SMALL CAP VALUE FBO RWS&V | - | - | - | - | - |
| VANGUARD 500 INDEX FBO RWS&V | - | - | - | - | - |
| AMERICAN FUNDS CAP WLD G&I R5 FBO RWS&V | - | - | - | - | - |
| 2008 | 24 | 30 | $7,442,492 | $438,057 | $14,602iApproximate average salary by contribution assumption: employee only about $365,048 at 4% or $243,365 at 6%; with 50% employer match about $243,365 at 4% or $162,243 at 6%; with 100% employer match about $182,524 at 4% or $121,683 at 6%. |
| Reed Weitkamp Schell & Vice PLLC Retirement Savings Plan | - | 30 | $5,059,660 | $328,886 | $10,963iApproximate average salary by contribution assumption: employee only about $274,072 at 4% or $182,714 at 6%; with 50% employer match about $182,714 at 4% or $121,810 at 6%; with 100% employer match about $137,036 at 4% or $91,357 at 6%. |
| Reed Weitkamp Schell & Vice PLLC Retirement Plan | - | 25 | $873,220 | $109,171 | $4,367iApproximate average salary by contribution assumption: employee only about $109,171 at 4% or $72,781 at 6%; with 50% employer match about $72,781 at 4% or $48,520 at 6%; with 100% employer match about $54,586 at 4% or $36,390 at 6%. |
| Ivan J. Schell Trust FBO Rws&V | - | 0 | $344,154 | - | - |
| AMERICAN FUNDS EUROPACIFIC R4 FBO RWS&V | - | 0 | $263,208 | - | - |
| Fed Intermediate Income FBO Rws&V | - | 0 | $154,838 | - | - |
| Fed Capital Preservation Fund FBO Rws&V | - | 0 | $153,639 | - | - |
| VANGUARD WINDSOR FUND FBO RWS&V | - | 0 | $123,414 | - | - |
| VANGUARD SMALL CAP VALUE INDEX FBO RWS&V | - | 0 | $107,552 | - | - |
| FIDELITY LARGE CAP STOCK FBO RWS&V | - | 0 | $69,068 | - | - |
| VANGUARD TOTAL BOND MKT INDEX FBO RWS&V | - | 0 | $58,662 | - | - |
| ARTISAN INTERNATIONAL FUND FBO RWS&V | - | 0 | $55,255 | - | - |
| NORTHERN SMALL CAP VALUE FBO RWS&V | - | 0 | $42,370 | - | - |
| FIDELITY FREEDOM 2040 FBO RWS&V | - | 0 | $22,734 | - | - |
| VANGUARD VALUE INDEX FBO RWS&V | - | 0 | $21,521 | - | - |
| COLUMBIA ACORN Z FBO RWS&V | - | 0 | $21,299 | - | - |
| FIDELITY FREEDOM 2010 FBO RWS&V | - | 0 | $16,327 | - | - |
| T ROWE PRICE MID-CAP VALUE FBO RWS&V | - | 0 | $15,185 | - | - |
| VANGUARD REIT INDEX FBO RWS&V | - | 0 | $12,707 | - | - |
| VANGUARD HORIZON GLOBAL EQUITY FBO RWS&V | - | 0 | $7,323 | - | - |
| VANGUARD SMALL CAP GROWTH IND FBO RWS&V | - | 0 | $6,532 | - | - |
| FIDELITY FREEDOM 2020 FBO RWS&V | - | 0 | $5,936 | - | - |
| T ROWE PRICE NEW HORIZON SM GR FBO RWS&V | - | 0 | $4,527 | - | - |
| T ROWE PRICE REAL ESTATE FBO RWS&V | - | 0 | $2,037 | - | - |
| COLUMBIA SMALL CAP INDEX Z FBO RWS&V | - | 0 | $1,324 | - | - |
| 2007 | 29 | 28 | $1,974,197 | $0 | - |
| Ivan J. Schell Trust FBO Rws&V | - | 0 | $467,642 | - | - |
| AMERICAN FUNDS EUROPACIFIC R4 FBO RWS&V | - | 0 | $361,618 | - | - |
| VANGUARD WINDSOR FUND FBO RWS&V | - | 0 | $176,424 | - | - |
| Fed Intermediate Income FBO Rws&V | - | 0 | $149,314 | - | - |
| VANGUARD SMALL CAP VALUE INDEX FBO RWS&V | - | 0 | $145,457 | - | - |
| Fed Capital Preservation Fund FBO Rws&V | - | 0 | $136,758 | - | - |
| ARTISAN INTERNATIONAL FUND FBO RWS&V | - | 0 | $111,582 | - | - |
| FIDELITY LARGE CAP STOCK FBO RWS&V | - | 0 | $93,727 | - | - |
| NORTHERN SMALL CAP VALUE FBO RWS&V | - | 0 | $55,241 | - | - |
| VANGUARD TOTAL BOND MKT INDEX FBO RWS&V | - | 0 | $38,414 | - | - |
| VANGUARD REIT INDEX FBO RWS&V | - | 0 | $31,959 | - | - |
| VANGUARD GROWTH INDEX FBO RWS&V | - | 0 | $28,015 | - | - |
| T ROWE PRICE MID-CAP VALUE FBO RWS&V | - | 0 | $27,788 | - | - |
| VANGUARD HORIZON GLOBAL EQUITY FBO RWS&V | - | 0 | $25,178 | - | - |
| VANGUARD VALUE INDEX FBO RWS&V | - | 0 | $24,015 | - | - |
| FIDELITY FREEDOM 2010 FBO RWS&V | - | 0 | $23,302 | - | - |
| COLUMBIA ACORN Z FBO RWS&V | - | 0 | $20,140 | - | - |
| VANGUARD SMALL CAP GROWTH IND FBO RWS&V | - | 0 | $17,978 | - | - |
| FIDELITY FREEDOM 2020 FBO RWS&V | - | 0 | $16,955 | - | - |
| T ROWE PRICE REAL ESTATE FBO RWS&V | - | 0 | $15,410 | - | - |
| T ROWE PRICE NEW HORIZON SM GR FBO RWS&V | - | 0 | $5,363 | - | - |
| COLUMBIA SMALL CAP INDEX Z FBO RWS&V | - | 0 | $1,917 | - | - |
| Franklin Small Cap Fund FBO Rws&V | - | 0 | - | - | - |
| Reed Weitkamp Schell & Vice PLLC Retirement Savings Plan | - | 28 | - | - | - |
| Reed Weitkamp Schell & Vice PLLC Retirement Plan | - | 23 | - | - | - |
| JANUS SMALL CAP VALUE FBO RWS&V | - | 0 | - | - | - |
| Enterprise Growth Fund FBO Rws&V | - | 0 | - | - | - |
| FIDELITY EQUITY INCOME FBO RWS&V | - | 0 | - | - | - |
| FIDELITY BLUE CHIP GROWTH FBO RWS&V | - | 0 | - | - | - |
| 2006 | 26 | 30 | $9,102,169 | $432,140 | $14,405iApproximate average salary by contribution assumption: employee only about $360,117 at 4% or $240,078 at 6%; with 50% employer match about $240,078 at 4% or $160,052 at 6%; with 100% employer match about $180,058 at 4% or $120,039 at 6%. |
| Reed Weitkamp Schell & Vice PLLC Retirement Savings Plan | - | 30 | $6,309,795 | $330,504 | $11,017iApproximate average salary by contribution assumption: employee only about $275,420 at 4% or $183,613 at 6%; with 50% employer match about $183,613 at 4% or $122,409 at 6%; with 100% employer match about $137,710 at 4% or $91,807 at 6%. |
| Reed Weitkamp Schell & Vice PLLC Retirement Plan | - | 25 | $976,952 | $101,636 | $4,065iApproximate average salary by contribution assumption: employee only about $101,636 at 4% or $67,757 at 6%; with 50% employer match about $67,757 at 4% or $45,172 at 6%; with 100% employer match about $50,818 at 4% or $33,879 at 6%. |
| Ivan J. Schell Trust FBO Rws&V | - | 0 | $361,857 | - | - |
| AMERICAN FUNDS EUROPACIFIC R4 FBO RWS&V | - | 0 | $269,184 | - | - |
| JANUS SMALL CAP VALUE FBO RWS&V | - | 0 | $214,903 | - | - |
| VANGUARD WINDSOR FUND FBO RWS&V | - | 0 | $169,102 | - | - |
| Fed Intermediate Income FBO Rws&V | - | 0 | $151,128 | - | - |
| Fed Capital Preservation Fund FBO Rws&V | - | 0 | $133,915 | - | - |
| ARTISAN INTERNATIONAL FUND FBO RWS&V | - | 0 | $101,006 | - | - |
| Enterprise Growth Fund FBO Rws&V | - | 0 | $71,099 | - | - |
| VANGUARD TOTAL BOND MKT INDEX FBO RWS&V | - | 0 | $36,937 | - | - |
| VANGUARD REIT INDEX FBO RWS&V | - | 0 | $32,103 | - | - |
| Franklin Small Cap Fund FBO Rws&V | - | 0 | $28,373 | - | - |
| FIDELITY EQUITY INCOME FBO RWS&V | - | 0 | $27,361 | - | - |
| VANGUARD GROWTH INDEX FBO RWS&V | - | 0 | $26,356 | - | - |
| T ROWE PRICE MID-CAP VALUE FBO RWS&V | - | 0 | $24,686 | - | - |
| VANGUARD SMALL CAP VALUE INDEX FBO RWS&V | - | 0 | $24,514 | - | - |
| FIDELITY FREEDOM 2020 FBO RWS&V | - | 0 | $23,303 | - | - |
| FIDELITY FREEDOM 2040 FBO RWS&V | - | 0 | $21,733 | - | - |
| VANGUARD VALUE INDEX FBO RWS&V | - | 0 | $21,168 | - | - |
| T ROWE PRICE REAL ESTATE FBO RWS&V | - | 0 | $20,056 | - | - |
| VANGUARD HORIZON GLOBAL EQUITY FBO RWS&V | - | 0 | $19,011 | - | - |
| FIDELITY LARGE CAP STOCK FBO RWS&V | - | 0 | $15,057 | - | - |
| FIDELITY BLUE CHIP GROWTH FBO RWS&V | - | 0 | $10,960 | - | - |
| VANGUARD SMALL CAP GROWTH IND FBO RWS&V | - | 0 | $9,233 | - | - |
| T ROWE PRICE NEW HORIZON SM GR FBO RWS&V | - | 0 | $2,377 | - | - |
| 2005 | 27 | 29 | $7,535,352 | $407,623 | $14,056iApproximate average salary by contribution assumption: employee only about $351,399 at 4% or $234,266 at 6%; with 50% employer match about $234,266 at 4% or $156,177 at 6%; with 100% employer match about $175,700 at 4% or $117,133 at 6%. |
| 2004 | 16 | 26 | $6,845,271 | $358,684 | $13,796iApproximate average salary by contribution assumption: employee only about $344,888 at 4% or $229,926 at 6%; with 50% employer match about $229,926 at 4% or $153,284 at 6%; with 100% employer match about $172,444 at 4% or $114,963 at 6%. |
| 2003 | 14 | 26 | $6,029,690 | $323,651 | $12,448iApproximate average salary by contribution assumption: employee only about $311,203 at 4% or $207,469 at 6%; with 50% employer match about $207,469 at 4% or $138,312 at 6%; with 100% employer match about $155,601 at 4% or $103,734 at 6%. |
| 2002 | 14 | 27 | $1,026,924 | $0 | - |
| 2001 | 13 | 29 | $5,296,274 | $329,781 | $11,372iApproximate average salary by contribution assumption: employee only about $284,294 at 4% or $189,529 at 6%; with 50% employer match about $189,529 at 4% or $126,353 at 6%; with 100% employer match about $142,147 at 4% or $94,765 at 6%. |
| 2000 | 14 | 23 | $1,234,830 | $0 | - |
| 1999 | 16 | 25 | $4,834,649 | $362,985 | $14,519iApproximate average salary by contribution assumption: employee only about $362,985 at 4% or $241,990 at 6%; with 50% employer match about $241,990 at 4% or $161,327 at 6%; with 100% employer match about $181,493 at 4% or $120,995 at 6%. |