Civic Intelligence

Jerry S. Schoeffler, D.D.S. Inc.

Plan context: Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan

EIN 73-1220116 • Tulsa, OK • 24 filings • 6 plans

3508 102nd PlaceTulsa, OK 74137
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,546,087

2024 Contributions

$28,853

Historical Graphs

Total Assets Over Time

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

$1,559,523$779,762$0200220142023YearValue
$1,546,087Latest year 2023

Participants Over Time

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

1050200120122023YearValue
10Latest year 2023

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
202410$0$0-
Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan-0$0$0-
2023110$1,546,087$28,853$2,885iApproximate average salary by contribution assumption: employee only about $72,133 at 4% or $48,088 at 6%; with 50% employer match about $48,088 at 4% or $32,059 at 6%; with 100% employer match about $36,066 at 4% or $24,044 at 6%.
Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan-10$1,546,087$28,853$2,885iApproximate average salary by contribution assumption: employee only about $72,133 at 4% or $48,088 at 6%; with 50% employer match about $48,088 at 4% or $32,059 at 6%; with 100% employer match about $36,066 at 4% or $24,044 at 6%.
202213$1,396,643$27,003$9,001iApproximate average salary by contribution assumption: employee only about $225,025 at 4% or $150,017 at 6%; with 50% employer match about $150,017 at 4% or $100,011 at 6%; with 100% employer match about $112,513 at 4% or $75,008 at 6%.
Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan-3$1,396,643$27,003$9,001iApproximate average salary by contribution assumption: employee only about $225,025 at 4% or $150,017 at 6%; with 50% employer match about $150,017 at 4% or $100,011 at 6%; with 100% employer match about $112,513 at 4% or $75,008 at 6%.
2021110$1,559,523$22,929$2,293iApproximate average salary by contribution assumption: employee only about $57,323 at 4% or $38,215 at 6%; with 50% employer match about $38,215 at 4% or $25,477 at 6%; with 100% employer match about $28,661 at 4% or $19,108 at 6%.
Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan-10$1,559,523$22,929$2,293iApproximate average salary by contribution assumption: employee only about $57,323 at 4% or $38,215 at 6%; with 50% employer match about $38,215 at 4% or $25,477 at 6%; with 100% employer match about $28,661 at 4% or $19,108 at 6%.
202018$1,386,608$0-
Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan-8$1,386,608--
201919$1,166,973$20,000$2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%.
Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan-9$1,166,973$20,000$2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%.
201817$929,067$18,000$2,571iApproximate average salary by contribution assumption: employee only about $64,286 at 4% or $42,857 at 6%; with 50% employer match about $42,857 at 4% or $28,571 at 6%; with 100% employer match about $32,143 at 4% or $21,429 at 6%.
Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan-7$929,067$18,000$2,571iApproximate average salary by contribution assumption: employee only about $64,286 at 4% or $42,857 at 6%; with 50% employer match about $42,857 at 4% or $28,571 at 6%; with 100% employer match about $32,143 at 4% or $21,429 at 6%.
201717$991,517$991$142iApproximate average salary by contribution assumption: employee only about $3,539 at 4% or $2,360 at 6%; with 50% employer match about $2,360 at 4% or $1,573 at 6%; with 100% employer match about $1,770 at 4% or $1,180 at 6%.
Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan-7$991,517$991$142iApproximate average salary by contribution assumption: employee only about $3,539 at 4% or $2,360 at 6%; with 50% employer match about $2,360 at 4% or $1,573 at 6%; with 100% employer match about $1,770 at 4% or $1,180 at 6%.
201618$840,922$1,832$229iApproximate average salary by contribution assumption: employee only about $5,725 at 4% or $3,817 at 6%; with 50% employer match about $3,817 at 4% or $2,544 at 6%; with 100% employer match about $2,863 at 4% or $1,908 at 6%.
Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan-8$840,922$1,832$229iApproximate average salary by contribution assumption: employee only about $5,725 at 4% or $3,817 at 6%; with 50% employer match about $3,817 at 4% or $2,544 at 6%; with 100% employer match about $2,863 at 4% or $1,908 at 6%.
201516$760,756$63,011$10,502iApproximate average salary by contribution assumption: employee only about $262,546 at 4% or $175,031 at 6%; with 50% employer match about $175,031 at 4% or $116,687 at 6%; with 100% employer match about $131,273 at 4% or $87,515 at 6%.
Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan-6$760,756$63,011$10,502iApproximate average salary by contribution assumption: employee only about $262,546 at 4% or $175,031 at 6%; with 50% employer match about $175,031 at 4% or $116,687 at 6%; with 100% employer match about $131,273 at 4% or $87,515 at 6%.
201416$750,719$64,972$10,829iApproximate average salary by contribution assumption: employee only about $270,717 at 4% or $180,478 at 6%; with 50% employer match about $180,478 at 4% or $120,319 at 6%; with 100% employer match about $135,358 at 4% or $90,239 at 6%.
Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan-6$750,719$64,972$10,829iApproximate average salary by contribution assumption: employee only about $270,717 at 4% or $180,478 at 6%; with 50% employer match about $180,478 at 4% or $120,319 at 6%; with 100% employer match about $135,358 at 4% or $90,239 at 6%.
201315$697,135$51,210$10,242iApproximate average salary by contribution assumption: employee only about $256,050 at 4% or $170,700 at 6%; with 50% employer match about $170,700 at 4% or $113,800 at 6%; with 100% employer match about $128,025 at 4% or $85,350 at 6%.
Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan-5$697,135$51,210$10,242iApproximate average salary by contribution assumption: employee only about $256,050 at 4% or $170,700 at 6%; with 50% employer match about $170,700 at 4% or $113,800 at 6%; with 100% employer match about $128,025 at 4% or $85,350 at 6%.
201215$579,678$51,794$10,359iApproximate average salary by contribution assumption: employee only about $258,970 at 4% or $172,647 at 6%; with 50% employer match about $172,647 at 4% or $115,098 at 6%; with 100% employer match about $129,485 at 4% or $86,323 at 6%.
Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan-5$579,678$51,794$10,359iApproximate average salary by contribution assumption: employee only about $258,970 at 4% or $172,647 at 6%; with 50% employer match about $172,647 at 4% or $115,098 at 6%; with 100% employer match about $129,485 at 4% or $86,323 at 6%.
201115$491,993$58,774$11,755iApproximate average salary by contribution assumption: employee only about $293,870 at 4% or $195,913 at 6%; with 50% employer match about $195,913 at 4% or $130,609 at 6%; with 100% employer match about $146,935 at 4% or $97,957 at 6%.
Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan-5$491,993$58,774$11,755iApproximate average salary by contribution assumption: employee only about $293,870 at 4% or $195,913 at 6%; with 50% employer match about $195,913 at 4% or $130,609 at 6%; with 100% employer match about $146,935 at 4% or $97,957 at 6%.
201015$468,459$61,117$12,223iApproximate average salary by contribution assumption: employee only about $305,585 at 4% or $203,723 at 6%; with 50% employer match about $203,723 at 4% or $135,816 at 6%; with 100% employer match about $152,793 at 4% or $101,862 at 6%.
Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan-5$468,459$61,117$12,223iApproximate average salary by contribution assumption: employee only about $305,585 at 4% or $203,723 at 6%; with 50% employer match about $203,723 at 4% or $135,816 at 6%; with 100% employer match about $152,793 at 4% or $101,862 at 6%.
200912$341,566$46,260$23,130iApproximate average salary by contribution assumption: employee only about $578,250 at 4% or $385,500 at 6%; with 50% employer match about $385,500 at 4% or $257,000 at 6%; with 100% employer match about $289,125 at 4% or $192,750 at 6%.
Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan-2$341,566$46,260$23,130iApproximate average salary by contribution assumption: employee only about $578,250 at 4% or $385,500 at 6%; with 50% employer match about $385,500 at 4% or $257,000 at 6%; with 100% employer match about $289,125 at 4% or $192,750 at 6%.
200813$0$0-
Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan-3---
200713$0$0-
Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan-3---
200613$320,687$79,348$26,449iApproximate average salary by contribution assumption: employee only about $661,233 at 4% or $440,822 at 6%; with 50% employer match about $440,822 at 4% or $293,881 at 6%; with 100% employer match about $330,617 at 4% or $220,411 at 6%.
Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan-3$320,687$79,348$26,449iApproximate average salary by contribution assumption: employee only about $661,233 at 4% or $440,822 at 6%; with 50% employer match about $440,822 at 4% or $293,881 at 6%; with 100% employer match about $330,617 at 4% or $220,411 at 6%.
200514$234,067$61,105$15,276iApproximate average salary by contribution assumption: employee only about $381,906 at 4% or $254,604 at 6%; with 50% employer match about $254,604 at 4% or $169,736 at 6%; with 100% employer match about $190,953 at 4% or $127,302 at 6%.
Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan-4$234,067$61,105$15,276iApproximate average salary by contribution assumption: employee only about $381,906 at 4% or $254,604 at 6%; with 50% employer match about $254,604 at 4% or $169,736 at 6%; with 100% employer match about $190,953 at 4% or $127,302 at 6%.
200414$160,909$55,000$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan-4$160,909$55,000$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
200316$103,082$35,000$5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%.
Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan-6$103,082$35,000$5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%.
200217$52,480$25,000$3,571iApproximate average salary by contribution assumption: employee only about $89,286 at 4% or $59,524 at 6%; with 50% employer match about $59,524 at 4% or $39,683 at 6%; with 100% employer match about $44,643 at 4% or $29,762 at 6%.
Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan-7$52,480$25,000$3,571iApproximate average salary by contribution assumption: employee only about $89,286 at 4% or $59,524 at 6%; with 50% employer match about $59,524 at 4% or $39,683 at 6%; with 100% employer match about $44,643 at 4% or $29,762 at 6%.
200117$0$0-
Jerry S Schoeffler Dds Inc. 401(K) Profit Sharing Plan-7---