Civic Intelligence

Schultz & Wynne, P.A.

Plan context: Schultz & Wynne, P.A. 401(K) Profit Sharing Plan

EIN 64-0561932 • Jackson, MS • 24 filings • 5 plans

4523 Office Park DrJackson, MS 39206-6017
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$2,508,409

2024 Contributions

$104,782

Historical Graphs

Total Assets Over Time

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

$3,179,341$1,589,671$0200020162024YearValue
$2,508,409Latest year 2024

Participants Over Time

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

1890200020132024YearValue
11Latest 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
2024111$2,508,409$104,782$9,526iApproximate average salary by contribution assumption: employee only about $238,141 at 4% or $158,761 at 6%; with 50% employer match about $158,761 at 4% or $105,840 at 6%; with 100% employer match about $119,070 at 4% or $79,380 at 6%.
Schultz & Wynne, P.A. 401(K) Profit Sharing Plan-11$2,508,409$104,782$9,526iApproximate average salary by contribution assumption: employee only about $238,141 at 4% or $158,761 at 6%; with 50% employer match about $158,761 at 4% or $105,840 at 6%; with 100% employer match about $119,070 at 4% or $79,380 at 6%.
2023111$2,200,667$101,936$9,267iApproximate average salary by contribution assumption: employee only about $231,673 at 4% or $154,448 at 6%; with 50% employer match about $154,448 at 4% or $102,966 at 6%; with 100% employer match about $115,836 at 4% or $77,224 at 6%.
Schultz & Wynne, P.A. 401(K) Profit Sharing Plan-11$2,200,667$101,936$9,267iApproximate average salary by contribution assumption: employee only about $231,673 at 4% or $154,448 at 6%; with 50% employer match about $154,448 at 4% or $102,966 at 6%; with 100% employer match about $115,836 at 4% or $77,224 at 6%.
2022110$1,838,776$77,516$7,752iApproximate average salary by contribution assumption: employee only about $193,790 at 4% or $129,193 at 6%; with 50% employer match about $129,193 at 4% or $86,129 at 6%; with 100% employer match about $96,895 at 4% or $64,597 at 6%.
Schultz & Wynne, P.A. 401(K) Profit Sharing Plan-10$1,838,776$77,516$7,752iApproximate average salary by contribution assumption: employee only about $193,790 at 4% or $129,193 at 6%; with 50% employer match about $129,193 at 4% or $86,129 at 6%; with 100% employer match about $96,895 at 4% or $64,597 at 6%.
2021110$2,185,398$71,905$7,191iApproximate average salary by contribution assumption: employee only about $179,763 at 4% or $119,842 at 6%; with 50% employer match about $119,842 at 4% or $79,894 at 6%; with 100% employer match about $89,881 at 4% or $59,921 at 6%.
Schultz & Wynne, P.A. 401(K) Profit Sharing Plan-10$2,185,398$71,905$7,191iApproximate average salary by contribution assumption: employee only about $179,763 at 4% or $119,842 at 6%; with 50% employer match about $119,842 at 4% or $79,894 at 6%; with 100% employer match about $89,881 at 4% or $59,921 at 6%.
2020110$1,973,905$73,102$7,310iApproximate average salary by contribution assumption: employee only about $182,755 at 4% or $121,837 at 6%; with 50% employer match about $121,837 at 4% or $81,224 at 6%; with 100% employer match about $91,378 at 4% or $60,918 at 6%.
Schultz & Wynne, P.A. 401(K) Profit Sharing Plan-10$1,973,905$73,102$7,310iApproximate average salary by contribution assumption: employee only about $182,755 at 4% or $121,837 at 6%; with 50% employer match about $121,837 at 4% or $81,224 at 6%; with 100% employer match about $91,378 at 4% or $60,918 at 6%.
201917$1,773,129$61,609$8,801iApproximate average salary by contribution assumption: employee only about $220,032 at 4% or $146,688 at 6%; with 50% employer match about $146,688 at 4% or $97,792 at 6%; with 100% employer match about $110,016 at 4% or $73,344 at 6%.
Schultz & Wynne, P.A. 401(K) Profit Sharing Plan-7$1,773,129$61,609$8,801iApproximate average salary by contribution assumption: employee only about $220,032 at 4% or $146,688 at 6%; with 50% employer match about $146,688 at 4% or $97,792 at 6%; with 100% employer match about $110,016 at 4% or $73,344 at 6%.
201818$2,031,711$74,143$9,268iApproximate average salary by contribution assumption: employee only about $231,697 at 4% or $154,465 at 6%; with 50% employer match about $154,465 at 4% or $102,976 at 6%; with 100% employer match about $115,848 at 4% or $77,232 at 6%.
Schultz & Wynne, P.A. 401(K) Profit Sharing Plan-8$2,031,711$74,143$9,268iApproximate average salary by contribution assumption: employee only about $231,697 at 4% or $154,465 at 6%; with 50% employer match about $154,465 at 4% or $102,976 at 6%; with 100% employer match about $115,848 at 4% or $77,232 at 6%.
201719$2,100,713$75,158$8,351iApproximate average salary by contribution assumption: employee only about $208,772 at 4% or $139,181 at 6%; with 50% employer match about $139,181 at 4% or $92,788 at 6%; with 100% employer match about $104,386 at 4% or $69,591 at 6%.
Schultz & Wynne, P.A. 401(K) Profit Sharing Plan-9$2,100,713$75,158$8,351iApproximate average salary by contribution assumption: employee only about $208,772 at 4% or $139,181 at 6%; with 50% employer match about $139,181 at 4% or $92,788 at 6%; with 100% employer match about $104,386 at 4% or $69,591 at 6%.
2016110$1,952,891$72,841$7,284iApproximate average salary by contribution assumption: employee only about $182,103 at 4% or $121,402 at 6%; with 50% employer match about $121,402 at 4% or $80,934 at 6%; with 100% employer match about $91,051 at 4% or $60,701 at 6%.
Schultz & Wynne, P.A. 401(K) Profit Sharing Plan-10$1,952,891$72,841$7,284iApproximate average salary by contribution assumption: employee only about $182,103 at 4% or $121,402 at 6%; with 50% employer match about $121,402 at 4% or $80,934 at 6%; with 100% employer match about $91,051 at 4% or $60,701 at 6%.
201519$1,764,127$87,537$9,726iApproximate average salary by contribution assumption: employee only about $243,158 at 4% or $162,106 at 6%; with 50% employer match about $162,106 at 4% or $108,070 at 6%; with 100% employer match about $121,579 at 4% or $81,053 at 6%.
Schultz & Wynne, P.A. 401(K) Profit Sharing Plan-9$1,764,127$87,537$9,726iApproximate average salary by contribution assumption: employee only about $243,158 at 4% or $162,106 at 6%; with 50% employer match about $162,106 at 4% or $108,070 at 6%; with 100% employer match about $121,579 at 4% or $81,053 at 6%.
2014111$2,380,030$87,012$7,910iApproximate average salary by contribution assumption: employee only about $197,755 at 4% or $131,836 at 6%; with 50% employer match about $131,836 at 4% or $87,891 at 6%; with 100% employer match about $98,877 at 4% or $65,918 at 6%.
Schultz & Wynne, P.A. 401(K) Profit Sharing Plan-11$2,380,030$87,012$7,910iApproximate average salary by contribution assumption: employee only about $197,755 at 4% or $131,836 at 6%; with 50% employer match about $131,836 at 4% or $87,891 at 6%; with 100% employer match about $98,877 at 4% or $65,918 at 6%.
2013111$2,194,906$36,182$3,289iApproximate average salary by contribution assumption: employee only about $82,232 at 4% or $54,821 at 6%; with 50% employer match about $54,821 at 4% or $36,547 at 6%; with 100% employer match about $41,116 at 4% or $27,411 at 6%.
Schultz & Wynne, P.A. 401(K) Profit Sharing Plan-11$2,194,906$36,182$3,289iApproximate average salary by contribution assumption: employee only about $82,232 at 4% or $54,821 at 6%; with 50% employer match about $54,821 at 4% or $36,547 at 6%; with 100% employer match about $41,116 at 4% or $27,411 at 6%.
2012113$1,983,798$62,985$4,845iApproximate average salary by contribution assumption: employee only about $121,125 at 4% or $80,750 at 6%; with 50% employer match about $80,750 at 4% or $53,833 at 6%; with 100% employer match about $60,563 at 4% or $40,375 at 6%.
Schultz & Wynne, P.A. 401(K) Profit Sharing Plan-13$1,983,798$62,985$4,845iApproximate average salary by contribution assumption: employee only about $121,125 at 4% or $80,750 at 6%; with 50% employer match about $80,750 at 4% or $53,833 at 6%; with 100% employer match about $60,563 at 4% or $40,375 at 6%.
2011116$3,179,341$82,865$5,179iApproximate average salary by contribution assumption: employee only about $129,477 at 4% or $86,318 at 6%; with 50% employer match about $86,318 at 4% or $57,545 at 6%; with 100% employer match about $64,738 at 4% or $43,159 at 6%.
Schultz & Wynne, P.A. 401(K) Profit Sharing Plan-16$3,179,341$82,865$5,179iApproximate average salary by contribution assumption: employee only about $129,477 at 4% or $86,318 at 6%; with 50% employer match about $86,318 at 4% or $57,545 at 6%; with 100% employer match about $64,738 at 4% or $43,159 at 6%.
2010116$3,087,611$76,964$4,810iApproximate average salary by contribution assumption: employee only about $120,256 at 4% or $80,171 at 6%; with 50% employer match about $80,171 at 4% or $53,447 at 6%; with 100% employer match about $60,128 at 4% or $40,085 at 6%.
Schultz & Wynne, P.A. 401(K) Profit Sharing Plan-16$3,087,611$76,964$4,810iApproximate average salary by contribution assumption: employee only about $120,256 at 4% or $80,171 at 6%; with 50% employer match about $80,171 at 4% or $53,447 at 6%; with 100% employer match about $60,128 at 4% or $40,085 at 6%.
2009116$2,635,720$77,118$4,820iApproximate average salary by contribution assumption: employee only about $120,497 at 4% or $80,331 at 6%; with 50% employer match about $80,331 at 4% or $53,554 at 6%; with 100% employer match about $60,248 at 4% or $40,166 at 6%.
Schultz & Wynne, P.A. 401(K) Profit Sharing Plan-16$2,635,720$77,118$4,820iApproximate average salary by contribution assumption: employee only about $120,497 at 4% or $80,331 at 6%; with 50% employer match about $80,331 at 4% or $53,554 at 6%; with 100% employer match about $60,248 at 4% or $40,166 at 6%.
2008113$0$0-
Schultz & Wynne, P.A. 401(K) Profit Sharing Plan-13---
2007113$0$0-
Schultz & Wynne, P.A. 401(K) Profit Sharing Plan-13---
2006116$2,903,874$67,869$4,242iApproximate average salary by contribution assumption: employee only about $106,045 at 4% or $70,697 at 6%; with 50% employer match about $70,697 at 4% or $47,131 at 6%; with 100% employer match about $53,023 at 4% or $35,348 at 6%.
Schultz & Wynne, P.A. 401(K) Profit Sharing Plan-16$2,903,874$67,869$4,242iApproximate average salary by contribution assumption: employee only about $106,045 at 4% or $70,697 at 6%; with 50% employer match about $70,697 at 4% or $47,131 at 6%; with 100% employer match about $53,023 at 4% or $35,348 at 6%.
2005117$0$0-
Schultz & Wynne, P.A. 401(K) Profit Sharing Plan-17---
2003115$0$0-
Schultz & Wynne, P.A. 401(K) Profit Sharing Plan-15---
2002116$0$0-
Schultz & Wynne, P.A. 401(K) Profit Sharing Plan-16---
2001117$0$0-
Schultz & Wynne, P.A. 401(K) Profit Sharing Plan-17---
2000118$2,733,534$93,940$5,219iApproximate average salary by contribution assumption: employee only about $130,472 at 4% or $86,981 at 6%; with 50% employer match about $86,981 at 4% or $57,988 at 6%; with 100% employer match about $65,236 at 4% or $43,491 at 6%.
Schultz & Wynne, P.A. 401(K) Profit Sharing Plan-18$2,733,534$93,940$5,219iApproximate average salary by contribution assumption: employee only about $130,472 at 4% or $86,981 at 6%; with 50% employer match about $86,981 at 4% or $57,988 at 6%; with 100% employer match about $65,236 at 4% or $43,491 at 6%.