Peterson Scharck & Associates Inc.
Plan context: Peterson Scharck & Associates Inc. 401(K) Plan
EIN 74-1462989 • Houston, TX • 26 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
44
2024 Assets
$9,154,547
2024 Contributions
$514,547
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 44 | $9,154,547 | $514,547 | $11,694iApproximate average salary by contribution assumption: employee only about $292,356 at 4% or $194,904 at 6%; with 50% employer match about $194,904 at 4% or $129,936 at 6%; with 100% employer match about $146,178 at 4% or $97,452 at 6%. |
| Peterson Scharck & Associates Inc. 401(K) Plan | - | 44 | $9,154,547 | $514,547 | $11,694iApproximate average salary by contribution assumption: employee only about $292,356 at 4% or $194,904 at 6%; with 50% employer match about $194,904 at 4% or $129,936 at 6%; with 100% employer match about $146,178 at 4% or $97,452 at 6%. |
| 2023 | 1 | 46 | $8,045,011 | $488,419 | $10,618iApproximate average salary by contribution assumption: employee only about $265,445 at 4% or $176,963 at 6%; with 50% employer match about $176,963 at 4% or $117,976 at 6%; with 100% employer match about $132,723 at 4% or $88,482 at 6%. |
| Peterson Scharck & Associates Inc. 401(K) Plan | - | 46 | $8,045,011 | $488,419 | $10,618iApproximate average salary by contribution assumption: employee only about $265,445 at 4% or $176,963 at 6%; with 50% employer match about $176,963 at 4% or $117,976 at 6%; with 100% employer match about $132,723 at 4% or $88,482 at 6%. |
| 2022 | 1 | 45 | $7,133,795 | $485,775 | $10,795iApproximate average salary by contribution assumption: employee only about $269,875 at 4% or $179,917 at 6%; with 50% employer match about $179,917 at 4% or $119,944 at 6%; with 100% employer match about $134,938 at 4% or $89,958 at 6%. |
| Peterson Scharck & Associates Inc. 401(K) Plan | - | 45 | $7,133,795 | $485,775 | $10,795iApproximate average salary by contribution assumption: employee only about $269,875 at 4% or $179,917 at 6%; with 50% employer match about $179,917 at 4% or $119,944 at 6%; with 100% employer match about $134,938 at 4% or $89,958 at 6%. |
| 2021 | 1 | 42 | $8,066,789 | $436,279 | $10,388iApproximate average salary by contribution assumption: employee only about $259,690 at 4% or $173,127 at 6%; with 50% employer match about $173,127 at 4% or $115,418 at 6%; with 100% employer match about $129,845 at 4% or $86,563 at 6%. |
| Peterson Scharck & Associates Inc. 401(K) Plan | - | 42 | $8,066,789 | $436,279 | $10,388iApproximate average salary by contribution assumption: employee only about $259,690 at 4% or $173,127 at 6%; with 50% employer match about $173,127 at 4% or $115,418 at 6%; with 100% employer match about $129,845 at 4% or $86,563 at 6%. |
| 2020 | 1 | 46 | $7,887,889 | $380,866 | $8,280iApproximate average salary by contribution assumption: employee only about $206,992 at 4% or $137,995 at 6%; with 50% employer match about $137,995 at 4% or $91,997 at 6%; with 100% employer match about $103,496 at 4% or $68,997 at 6%. |
| Peterson Scharck & Associates Inc. 401(K) Plan | - | 46 | $7,887,889 | $380,866 | $8,280iApproximate average salary by contribution assumption: employee only about $206,992 at 4% or $137,995 at 6%; with 50% employer match about $137,995 at 4% or $91,997 at 6%; with 100% employer match about $103,496 at 4% or $68,997 at 6%. |
| 2019 | 1 | 46 | $6,801,941 | $487,491 | $10,598iApproximate average salary by contribution assumption: employee only about $264,941 at 4% or $176,627 at 6%; with 50% employer match about $176,627 at 4% or $117,751 at 6%; with 100% employer match about $132,470 at 4% or $88,314 at 6%. |
| Peterson Scharck & Associates Inc. 401(K) Plan | - | 46 | $6,801,941 | $487,491 | $10,598iApproximate average salary by contribution assumption: employee only about $264,941 at 4% or $176,627 at 6%; with 50% employer match about $176,627 at 4% or $117,751 at 6%; with 100% employer match about $132,470 at 4% or $88,314 at 6%. |
| 2018 | 1 | 50 | $5,603,956 | $285,608 | $5,712iApproximate average salary by contribution assumption: employee only about $142,804 at 4% or $95,203 at 6%; with 50% employer match about $95,203 at 4% or $63,468 at 6%; with 100% employer match about $71,402 at 4% or $47,601 at 6%. |
| Peterson Scharck & Associates Inc. 401(K) Plan | - | 50 | $5,603,956 | $285,608 | $5,712iApproximate average salary by contribution assumption: employee only about $142,804 at 4% or $95,203 at 6%; with 50% employer match about $95,203 at 4% or $63,468 at 6%; with 100% employer match about $71,402 at 4% or $47,601 at 6%. |
| 2017 | 1 | 45 | $6,089,843 | $482,893 | $10,731iApproximate average salary by contribution assumption: employee only about $268,274 at 4% or $178,849 at 6%; with 50% employer match about $178,849 at 4% or $119,233 at 6%; with 100% employer match about $134,137 at 4% or $89,425 at 6%. |
| Peterson Scharck & Associates Inc. 401(K) Plan | - | 45 | $6,089,843 | $482,893 | $10,731iApproximate average salary by contribution assumption: employee only about $268,274 at 4% or $178,849 at 6%; with 50% employer match about $178,849 at 4% or $119,233 at 6%; with 100% employer match about $134,137 at 4% or $89,425 at 6%. |
| 2016 | 1 | 40 | $5,486,223 | $314,390 | $7,860iApproximate average salary by contribution assumption: employee only about $196,494 at 4% or $130,996 at 6%; with 50% employer match about $130,996 at 4% or $87,331 at 6%; with 100% employer match about $98,247 at 4% or $65,498 at 6%. |
| Peterson Scharck & Associates Inc. 401(K) Plan | - | 40 | $5,486,223 | $314,390 | $7,860iApproximate average salary by contribution assumption: employee only about $196,494 at 4% or $130,996 at 6%; with 50% employer match about $130,996 at 4% or $87,331 at 6%; with 100% employer match about $98,247 at 4% or $65,498 at 6%. |
| 2015 | 1 | 38 | $4,845,317 | $444,404 | $11,695iApproximate average salary by contribution assumption: employee only about $292,371 at 4% or $194,914 at 6%; with 50% employer match about $194,914 at 4% or $129,943 at 6%; with 100% employer match about $146,186 at 4% or $97,457 at 6%. |
| Peterson Scharck & Associates Inc. 401(K) Plan | - | 38 | $4,845,317 | $444,404 | $11,695iApproximate average salary by contribution assumption: employee only about $292,371 at 4% or $194,914 at 6%; with 50% employer match about $194,914 at 4% or $129,943 at 6%; with 100% employer match about $146,186 at 4% or $97,457 at 6%. |
| 2014 | 1 | 35 | $4,430,973 | $478,847 | $13,681iApproximate average salary by contribution assumption: employee only about $342,034 at 4% or $228,022 at 6%; with 50% employer match about $228,022 at 4% or $152,015 at 6%; with 100% employer match about $171,017 at 4% or $114,011 at 6%. |
| Peterson Scharck & Associates Inc. 401(K) Plan | - | 35 | $4,430,973 | $478,847 | $13,681iApproximate average salary by contribution assumption: employee only about $342,034 at 4% or $228,022 at 6%; with 50% employer match about $228,022 at 4% or $152,015 at 6%; with 100% employer match about $171,017 at 4% or $114,011 at 6%. |
| 2013 | 1 | 31 | $4,053,350 | $387,876 | $12,512iApproximate average salary by contribution assumption: employee only about $312,803 at 4% or $208,535 at 6%; with 50% employer match about $208,535 at 4% or $139,024 at 6%; with 100% employer match about $156,402 at 4% or $104,268 at 6%. |
| Peterson Scharck & Associates Inc. 401(K) Plan | - | 31 | $4,053,350 | $387,876 | $12,512iApproximate average salary by contribution assumption: employee only about $312,803 at 4% or $208,535 at 6%; with 50% employer match about $208,535 at 4% or $139,024 at 6%; with 100% employer match about $156,402 at 4% or $104,268 at 6%. |
| 2012 | 1 | 31 | $3,175,229 | $566,287 | $18,267iApproximate average salary by contribution assumption: employee only about $456,683 at 4% or $304,455 at 6%; with 50% employer match about $304,455 at 4% or $202,970 at 6%; with 100% employer match about $228,342 at 4% or $152,228 at 6%. |
| Peterson Scharck & Associates Inc. 401(K) Plan | - | 31 | $3,175,229 | $566,287 | $18,267iApproximate average salary by contribution assumption: employee only about $456,683 at 4% or $304,455 at 6%; with 50% employer match about $304,455 at 4% or $202,970 at 6%; with 100% employer match about $228,342 at 4% or $152,228 at 6%. |
| 2011 | 1 | 31 | $2,562,669 | $168,119 | $5,423iApproximate average salary by contribution assumption: employee only about $135,580 at 4% or $90,387 at 6%; with 50% employer match about $90,387 at 4% or $60,258 at 6%; with 100% employer match about $67,790 at 4% or $45,193 at 6%. |
| PUTTERMAN SCHARCK & ASSOCIATES 401K PROFIT SHARING PLAN | - | 31 | $2,562,669 | $168,119 | $5,423iApproximate average salary by contribution assumption: employee only about $135,580 at 4% or $90,387 at 6%; with 50% employer match about $90,387 at 4% or $60,258 at 6%; with 100% employer match about $67,790 at 4% or $45,193 at 6%. |
| 2010 | 1 | 28 | $2,814,080 | $344,915 | $12,318iApproximate average salary by contribution assumption: employee only about $307,960 at 4% or $205,307 at 6%; with 50% employer match about $205,307 at 4% or $136,871 at 6%; with 100% employer match about $153,980 at 4% or $102,653 at 6%. |
| PUTTERMAN SCHARCK & ASSOCIATES 401K PROFIT SHARING PLAN | - | 28 | $2,814,080 | $344,915 | $12,318iApproximate average salary by contribution assumption: employee only about $307,960 at 4% or $205,307 at 6%; with 50% employer match about $205,307 at 4% or $136,871 at 6%; with 100% employer match about $153,980 at 4% or $102,653 at 6%. |
| 2009 | 1 | 27 | $2,306,595 | $405,935 | $15,035iApproximate average salary by contribution assumption: employee only about $375,866 at 4% or $250,577 at 6%; with 50% employer match about $250,577 at 4% or $167,051 at 6%; with 100% employer match about $187,933 at 4% or $125,289 at 6%. |
| PUTTERMAN SCHARCK & ASSOCIATES 401K PROFIT SHARING PLAN | - | 27 | $2,306,595 | $405,935 | $15,035iApproximate average salary by contribution assumption: employee only about $375,866 at 4% or $250,577 at 6%; with 50% employer match about $250,577 at 4% or $167,051 at 6%; with 100% employer match about $187,933 at 4% or $125,289 at 6%. |
| 2008 | 1 | 31 | $0 | $0 | - |
| PUTTERMAN SCHARCK & ASSOCIATES 401K PROFIT SHARING PLAN | - | 31 | - | - | - |
| 2007 | 1 | 30 | $0 | $0 | - |
| PUTTERMAN SCHARCK & ASSOCIATES 401K PROFIT SHARING PLAN | - | 30 | - | - | - |
| 2006 | 1 | 28 | $0 | $0 | - |
| PUTTERMAN SCHARCK & ASSOCIATES 401K PROFIT SHARING PLAN | - | 28 | - | - | - |
| 2004 | 1 | 26 | $1,238,279 | $260,087 | $10,003iApproximate average salary by contribution assumption: employee only about $250,084 at 4% or $166,722 at 6%; with 50% employer match about $166,722 at 4% or $111,148 at 6%; with 100% employer match about $125,042 at 4% or $83,361 at 6%. |
| PUTTERMAN SCHARCK & ASSOCIATES 401K PROFIT SHARING PLAN | - | 26 | $1,238,279 | $260,087 | $10,003iApproximate average salary by contribution assumption: employee only about $250,084 at 4% or $166,722 at 6%; with 50% employer match about $166,722 at 4% or $111,148 at 6%; with 100% employer match about $125,042 at 4% or $83,361 at 6%. |
| 2003 | 1 | 24 | $0 | $0 | - |
| PUTTERMAN SCHARCK & ASSOCIATES 401K PROFIT SHARING PLAN | - | 24 | - | - | - |
| 2002 | 2 | 23 | $0 | $0 | - |
| PUTTERMAN SCHARCK & ASSOCIATES 401K PROFIT SHARING PLAN | - | 23 | - | - | - |
| Peterson Scharck & Associates Inc. 401(K) Plan | - | 0 | - | - | - |
| 2001 | 1 | 20 | $0 | $0 | - |
| Peterson Scharck & Associates Inc. 401(K) Plan | - | 20 | - | - | - |
| 2000 | 1 | 20 | $0 | $0 | - |
| Peterson Scharck & Associates Inc. 401(K) Plan | - | 20 | - | - | - |
| 1999 | 1 | 21 | $0 | $0 | - |
| Peterson Scharck & Associates Inc. 401(K) Plan | - | 21 | - | - | - |