Civic Intelligence

Schoen Foundation

Plan context: Schoen Foundation Retirement Plan

EIN 65-0379356 • Naples, FL • 9 filings • 1 plans

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999 Vanderbilt Beach RdSte 500Naples, FL 34108
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,418,355

2024 Contributions

$164,335

Historical Graphs

Total Assets Over Time

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

$1,418,355$709,178$0201620202024YearValue
$1,418,355Latest year 2024

Participants Over Time

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

320201620202024YearValue
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$1,418,355$164,335$54,778iApproximate average salary by contribution assumption: employee only about $1,369,458 at 4% or $912,972 at 6%; with 50% employer match about $912,972 at 4% or $608,648 at 6%; with 100% employer match about $684,729 at 4% or $456,486 at 6%.
Schoen Foundation Retirement Plan-3$1,418,355$164,335$54,778iApproximate average salary by contribution assumption: employee only about $1,369,458 at 4% or $912,972 at 6%; with 50% employer match about $912,972 at 4% or $608,648 at 6%; with 100% employer match about $684,729 at 4% or $456,486 at 6%.
202312$966,134$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Schoen Foundation Retirement Plan-2$966,134$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
202212$664,012$54,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
Schoen Foundation Retirement Plan-2$664,012$54,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
202112$827,052$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
Schoen Foundation Retirement Plan-2$827,052$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
202012$599,698$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
Schoen Foundation Retirement Plan-2$599,698$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
201912$449,227$40,600$20,300iApproximate average salary by contribution assumption: employee only about $507,500 at 4% or $338,333 at 6%; with 50% employer match about $338,333 at 4% or $225,556 at 6%; with 100% employer match about $253,750 at 4% or $169,167 at 6%.
Schoen Foundation Retirement Plan-2$449,227$40,600$20,300iApproximate average salary by contribution assumption: employee only about $507,500 at 4% or $338,333 at 6%; with 50% employer match about $338,333 at 4% or $225,556 at 6%; with 100% employer match about $253,750 at 4% or $169,167 at 6%.
201812$309,511$35,308$17,654iApproximate average salary by contribution assumption: employee only about $441,350 at 4% or $294,233 at 6%; with 50% employer match about $294,233 at 4% or $196,156 at 6%; with 100% employer match about $220,675 at 4% or $147,117 at 6%.
Schoen Foundation Retirement Plan-2$309,511$35,308$17,654iApproximate average salary by contribution assumption: employee only about $441,350 at 4% or $294,233 at 6%; with 50% employer match about $294,233 at 4% or $196,156 at 6%; with 100% employer match about $220,675 at 4% or $147,117 at 6%.
201712$291,624$257,152$128,576iApproximate average salary by contribution assumption: employee only about $3,214,400 at 4% or $2,142,933 at 6%; with 50% employer match about $2,142,933 at 4% or $1,428,622 at 6%; with 100% employer match about $1,607,200 at 4% or $1,071,467 at 6%.
Schoen Foundation Retirement Plan-2$291,624$257,152$128,576iApproximate average salary by contribution assumption: employee only about $3,214,400 at 4% or $2,142,933 at 6%; with 50% employer match about $2,142,933 at 4% or $1,428,622 at 6%; with 100% employer match about $1,607,200 at 4% or $1,071,467 at 6%.
201612$26,619$25,500$12,750iApproximate average salary by contribution assumption: employee only about $318,750 at 4% or $212,500 at 6%; with 50% employer match about $212,500 at 4% or $141,667 at 6%; with 100% employer match about $159,375 at 4% or $106,250 at 6%.
Schoen Foundation Retirement Plan-2$26,619$25,500$12,750iApproximate average salary by contribution assumption: employee only about $318,750 at 4% or $212,500 at 6%; with 50% employer match about $212,500 at 4% or $141,667 at 6%; with 100% employer match about $159,375 at 4% or $106,250 at 6%.