Schaumburg & Polk Inc.
Plan context: Schaumburg & Polk Inc. 401(K) Profit Sharing Plan & Trust
EIN 74-1754133 • Beaumont, TX • 51 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
81
2024 Assets
$11,040,947
2024 Contributions
$666,572
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 | 2 | 81 | $11,040,947 | $666,572 | $8,229iApproximate average salary by contribution assumption: employee only about $205,732 at 4% or $137,155 at 6%; with 50% employer match about $137,155 at 4% or $91,436 at 6%; with 100% employer match about $102,866 at 4% or $68,577 at 6%. |
| Schaumburg & Polk Inc. 401(K) Profit Sharing Plan & Trust | - | 81 | $8,621,531 | $666,572 | $8,229iApproximate average salary by contribution assumption: employee only about $205,732 at 4% or $137,155 at 6%; with 50% employer match about $137,155 at 4% or $91,436 at 6%; with 100% employer match about $102,866 at 4% or $68,577 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 62 | $2,419,416 | - | - |
| 2023 | 2 | 77 | $9,603,885 | $629,638 | $8,177iApproximate average salary by contribution assumption: employee only about $204,428 at 4% or $136,285 at 6%; with 50% employer match about $136,285 at 4% or $90,857 at 6%; with 100% employer match about $102,214 at 4% or $68,143 at 6%. |
| Schaumburg & Polk Inc. 401(K) Profit Sharing Plan & Trust | - | 70 | $7,165,975 | $629,638 | $8,995iApproximate average salary by contribution assumption: employee only about $224,871 at 4% or $149,914 at 6%; with 50% employer match about $149,914 at 4% or $99,943 at 6%; with 100% employer match about $112,435 at 4% or $74,957 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 77 | $2,437,910 | - | - |
| 2022 | 2 | 68 | $7,872,995 | $545,786 | $8,026iApproximate average salary by contribution assumption: employee only about $200,657 at 4% or $133,771 at 6%; with 50% employer match about $133,771 at 4% or $89,181 at 6%; with 100% employer match about $100,328 at 4% or $66,886 at 6%. |
| Schaumburg & Polk Inc. 401(K) Profit Sharing Plan & Trust | - | 68 | $5,719,688 | $545,786 | $8,026iApproximate average salary by contribution assumption: employee only about $200,657 at 4% or $133,771 at 6%; with 50% employer match about $133,771 at 4% or $89,181 at 6%; with 100% employer match about $100,328 at 4% or $66,886 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 42 | $2,153,307 | - | - |
| 2021 | 2 | 59 | $8,431,940 | $708,169 | $12,003iApproximate average salary by contribution assumption: employee only about $300,072 at 4% or $200,048 at 6%; with 50% employer match about $200,048 at 4% or $133,365 at 6%; with 100% employer match about $150,036 at 4% or $100,024 at 6%. |
| Schaumburg & Polk Inc. 401(K) Profit Sharing Plan & Trust | - | 59 | $6,554,933 | $708,169 | $12,003iApproximate average salary by contribution assumption: employee only about $300,072 at 4% or $200,048 at 6%; with 50% employer match about $200,048 at 4% or $133,365 at 6%; with 100% employer match about $150,036 at 4% or $100,024 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 33 | $1,877,007 | - | - |
| 2020 | 2 | 52 | $7,129,664 | $366,222 | $7,043iApproximate average salary by contribution assumption: employee only about $176,068 at 4% or $117,379 at 6%; with 50% employer match about $117,379 at 4% or $78,253 at 6%; with 100% employer match about $88,034 at 4% or $58,689 at 6%. |
| Schaumburg & Polk Inc. 401(K) Profit Sharing Plan & Trust | - | 52 | $5,529,121 | $366,222 | $7,043iApproximate average salary by contribution assumption: employee only about $176,068 at 4% or $117,379 at 6%; with 50% employer match about $117,379 at 4% or $78,253 at 6%; with 100% employer match about $88,034 at 4% or $58,689 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 32 | $1,600,543 | - | - |
| 2019 | 2 | 42 | $6,234,283 | $316,938 | $7,546iApproximate average salary by contribution assumption: employee only about $188,654 at 4% or $125,769 at 6%; with 50% employer match about $125,769 at 4% or $83,846 at 6%; with 100% employer match about $94,327 at 4% or $62,885 at 6%. |
| Schaumburg & Polk Inc. 401(K) Profit Sharing Plan & Trust | - | 42 | $5,000,714 | $316,938 | $7,546iApproximate average salary by contribution assumption: employee only about $188,654 at 4% or $125,769 at 6%; with 50% employer match about $125,769 at 4% or $83,846 at 6%; with 100% employer match about $94,327 at 4% or $62,885 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 33 | $1,233,569 | - | - |
| 2018 | 3 | 38 | $9,218,510 | $654,034 | $17,211iApproximate average salary by contribution assumption: employee only about $430,286 at 4% or $286,857 at 6%; with 50% employer match about $286,857 at 4% or $191,238 at 6%; with 100% employer match about $215,143 at 4% or $143,429 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 38 | $4,095,145 | $327,017 | $8,606iApproximate average salary by contribution assumption: employee only about $215,143 at 4% or $143,429 at 6%; with 50% employer match about $143,429 at 4% or $95,619 at 6%; with 100% employer match about $107,571 at 4% or $71,714 at 6%. |
| Schaumburg & Polk Inc. 401(K) Profit Sharing Plan & Trust | - | 38 | $4,095,145 | $327,017 | $8,606iApproximate average salary by contribution assumption: employee only about $215,143 at 4% or $143,429 at 6%; with 50% employer match about $143,429 at 4% or $95,619 at 6%; with 100% employer match about $107,571 at 4% or $71,714 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 32 | $1,028,220 | - | - |
| 2017 | 2 | 36 | $5,173,313 | $248,675 | $6,908iApproximate average salary by contribution assumption: employee only about $172,691 at 4% or $115,127 at 6%; with 50% employer match about $115,127 at 4% or $76,752 at 6%; with 100% employer match about $86,345 at 4% or $57,564 at 6%. |
| Schaumburg & Polk Inc. 401(K) Profit Sharing Plan & Trust | - | 36 | $4,151,327 | $248,675 | $6,908iApproximate average salary by contribution assumption: employee only about $172,691 at 4% or $115,127 at 6%; with 50% employer match about $115,127 at 4% or $76,752 at 6%; with 100% employer match about $86,345 at 4% or $57,564 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 30 | $1,021,986 | - | - |
| 2016 | 2 | 42 | $4,669,226 | $223,688 | $5,326iApproximate average salary by contribution assumption: employee only about $133,148 at 4% or $88,765 at 6%; with 50% employer match about $88,765 at 4% or $59,177 at 6%; with 100% employer match about $66,574 at 4% or $44,383 at 6%. |
| Schaumburg & Polk Inc. 401(K) Profit Sharing Plan & Trust | - | 42 | $3,555,519 | $223,688 | $5,326iApproximate average salary by contribution assumption: employee only about $133,148 at 4% or $88,765 at 6%; with 50% employer match about $88,765 at 4% or $59,177 at 6%; with 100% employer match about $66,574 at 4% or $44,383 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 33 | $1,113,707 | - | - |
| 2015 | 2 | 36 | $4,538,505 | $218,639 | $6,073iApproximate average salary by contribution assumption: employee only about $151,833 at 4% or $101,222 at 6%; with 50% employer match about $101,222 at 4% or $67,481 at 6%; with 100% employer match about $75,916 at 4% or $50,611 at 6%. |
| Schaumburg & Polk Inc. 401(K) Profit Sharing Plan & Trust | - | 36 | $3,144,673 | $218,557 | $6,071iApproximate average salary by contribution assumption: employee only about $151,776 at 4% or $101,184 at 6%; with 50% employer match about $101,184 at 4% or $67,456 at 6%; with 100% employer match about $75,888 at 4% or $50,592 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 28 | $1,393,832 | $82 | $3iApproximate average salary by contribution assumption: employee only about $73 at 4% or $49 at 6%; with 50% employer match about $49 at 4% or $33 at 6%; with 100% employer match about $37 at 4% or $24 at 6%. |
| 2014 | 2 | 33 | $4,706,243 | $231,509 | $7,015iApproximate average salary by contribution assumption: employee only about $175,386 at 4% or $116,924 at 6%; with 50% employer match about $116,924 at 4% or $77,949 at 6%; with 100% employer match about $87,693 at 4% or $58,462 at 6%. |
| Schaumburg & Polk Inc. 401(K) Profit Sharing Plan & Trust | - | 33 | $3,029,542 | $222,626 | $6,746iApproximate average salary by contribution assumption: employee only about $168,656 at 4% or $112,437 at 6%; with 50% employer match about $112,437 at 4% or $74,958 at 6%; with 100% employer match about $84,328 at 4% or $56,219 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 29 | $1,676,701 | $8,883 | $306iApproximate average salary by contribution assumption: employee only about $7,658 at 4% or $5,105 at 6%; with 50% employer match about $5,105 at 4% or $3,403 at 6%; with 100% employer match about $3,829 at 4% or $2,553 at 6%. |
| 2013 | 2 | 35 | $4,063,583 | $198,434 | $5,670iApproximate average salary by contribution assumption: employee only about $141,739 at 4% or $94,492 at 6%; with 50% employer match about $94,492 at 4% or $62,995 at 6%; with 100% employer match about $70,869 at 4% or $47,246 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 35 | $2,715,428 | $189,125 | $5,404iApproximate average salary by contribution assumption: employee only about $135,089 at 4% or $90,060 at 6%; with 50% employer match about $90,060 at 4% or $60,040 at 6%; with 100% employer match about $67,545 at 4% or $45,030 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 31 | $1,348,155 | $9,309 | $300iApproximate average salary by contribution assumption: employee only about $7,507 at 4% or $5,005 at 6%; with 50% employer match about $5,005 at 4% or $3,337 at 6%; with 100% employer match about $3,754 at 4% or $2,502 at 6%. |
| 2012 | 2 | 33 | $3,586,459 | $198,946 | $6,029iApproximate average salary by contribution assumption: employee only about $150,717 at 4% or $100,478 at 6%; with 50% employer match about $100,478 at 4% or $66,985 at 6%; with 100% employer match about $75,358 at 4% or $50,239 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 33 | $2,292,168 | $194,946 | $5,907iApproximate average salary by contribution assumption: employee only about $147,686 at 4% or $98,458 at 6%; with 50% employer match about $98,458 at 4% or $65,638 at 6%; with 100% employer match about $73,843 at 4% or $49,229 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 31 | $1,294,291 | $4,000 | $129iApproximate average salary by contribution assumption: employee only about $3,226 at 4% or $2,151 at 6%; with 50% employer match about $2,151 at 4% or $1,434 at 6%; with 100% employer match about $1,613 at 4% or $1,075 at 6%. |
| 2011 | 2 | 38 | $3,278,674 | $226,043 | $5,949iApproximate average salary by contribution assumption: employee only about $148,713 at 4% or $99,142 at 6%; with 50% employer match about $99,142 at 4% or $66,094 at 6%; with 100% employer match about $74,356 at 4% or $49,571 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 38 | $2,076,079 | $218,269 | $5,744iApproximate average salary by contribution assumption: employee only about $143,598 at 4% or $95,732 at 6%; with 50% employer match about $95,732 at 4% or $63,821 at 6%; with 100% employer match about $71,799 at 4% or $47,866 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 34 | $1,202,595 | $7,774 | $229iApproximate average salary by contribution assumption: employee only about $5,716 at 4% or $3,811 at 6%; with 50% employer match about $3,811 at 4% or $2,541 at 6%; with 100% employer match about $2,858 at 4% or $1,905 at 6%. |
| 2010 | 2 | 39 | $3,470,469 | $285,855 | $7,330iApproximate average salary by contribution assumption: employee only about $183,240 at 4% or $122,160 at 6%; with 50% employer match about $122,160 at 4% or $81,440 at 6%; with 100% employer match about $91,620 at 4% or $61,080 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 39 | $2,102,088 | $227,476 | $5,833iApproximate average salary by contribution assumption: employee only about $145,818 at 4% or $97,212 at 6%; with 50% employer match about $97,212 at 4% or $64,808 at 6%; with 100% employer match about $72,909 at 4% or $48,606 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 35 | $1,368,381 | $58,379 | $1,668iApproximate average salary by contribution assumption: employee only about $41,699 at 4% or $27,800 at 6%; with 50% employer match about $27,800 at 4% or $18,533 at 6%; with 100% employer match about $20,850 at 4% or $13,900 at 6%. |
| 2009 | 2 | 46 | $3,037,582 | $304,767 | $6,625iApproximate average salary by contribution assumption: employee only about $165,634 at 4% or $110,423 at 6%; with 50% employer match about $110,423 at 4% or $73,615 at 6%; with 100% employer match about $82,817 at 4% or $55,211 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 46 | $1,808,385 | $222,943 | $4,847iApproximate average salary by contribution assumption: employee only about $121,165 at 4% or $80,776 at 6%; with 50% employer match about $80,776 at 4% or $53,851 at 6%; with 100% employer match about $60,582 at 4% or $40,388 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 37 | $1,229,197 | $81,824 | $2,211iApproximate average salary by contribution assumption: employee only about $55,286 at 4% or $36,858 at 6%; with 50% employer match about $36,858 at 4% or $24,572 at 6%; with 100% employer match about $27,643 at 4% or $18,429 at 6%. |
| 2008 | 2 | 60 | $2,870,389 | $342,102 | $5,702iApproximate average salary by contribution assumption: employee only about $142,543 at 4% or $95,028 at 6%; with 50% employer match about $95,028 at 4% or $63,352 at 6%; with 100% employer match about $71,271 at 4% or $47,514 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 60 | $1,556,242 | $257,685 | $4,295iApproximate average salary by contribution assumption: employee only about $107,369 at 4% or $71,579 at 6%; with 50% employer match about $71,579 at 4% or $47,719 at 6%; with 100% employer match about $53,684 at 4% or $35,790 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 36 | $1,314,147 | $84,417 | $2,345iApproximate average salary by contribution assumption: employee only about $58,623 at 4% or $39,082 at 6%; with 50% employer match about $39,082 at 4% or $26,055 at 6%; with 100% employer match about $29,311 at 4% or $19,541 at 6%. |
| 2007 | 2 | 50 | $3,513,282 | $221,697 | $4,434iApproximate average salary by contribution assumption: employee only about $110,848 at 4% or $73,899 at 6%; with 50% employer match about $73,899 at 4% or $49,266 at 6%; with 100% employer match about $55,424 at 4% or $36,950 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 50 | $1,946,377 | $221,697 | $4,434iApproximate average salary by contribution assumption: employee only about $110,848 at 4% or $73,899 at 6%; with 50% employer match about $73,899 at 4% or $49,266 at 6%; with 100% employer match about $55,424 at 4% or $36,950 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 33 | $1,566,905 | - | - |
| 2006 | 2 | 40 | $3,181,054 | $184,714 | $4,618iApproximate average salary by contribution assumption: employee only about $115,446 at 4% or $76,964 at 6%; with 50% employer match about $76,964 at 4% or $51,309 at 6%; with 100% employer match about $57,723 at 4% or $38,482 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 40 | $1,701,482 | $184,714 | $4,618iApproximate average salary by contribution assumption: employee only about $115,446 at 4% or $76,964 at 6%; with 50% employer match about $76,964 at 4% or $51,309 at 6%; with 100% employer match about $57,723 at 4% or $38,482 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 34 | $1,479,572 | - | - |
| 2005 | 2 | 45 | $2,806,541 | $146,693 | $3,260iApproximate average salary by contribution assumption: employee only about $81,496 at 4% or $54,331 at 6%; with 50% employer match about $54,331 at 4% or $36,220 at 6%; with 100% employer match about $40,748 at 4% or $27,165 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 45 | $1,430,773 | $146,693 | $3,260iApproximate average salary by contribution assumption: employee only about $81,496 at 4% or $54,331 at 6%; with 50% employer match about $54,331 at 4% or $36,220 at 6%; with 100% employer match about $40,748 at 4% or $27,165 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 39 | $1,375,768 | - | - |
| 2004 | 2 | 46 | $2,931,354 | $153,668 | $3,341iApproximate average salary by contribution assumption: employee only about $83,515 at 4% or $55,677 at 6%; with 50% employer match about $55,677 at 4% or $37,118 at 6%; with 100% employer match about $41,758 at 4% or $27,838 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 43 | $1,724,652 | - | - |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 46 | $1,206,702 | $153,668 | $3,341iApproximate average salary by contribution assumption: employee only about $83,515 at 4% or $55,677 at 6%; with 50% employer match about $55,677 at 4% or $37,118 at 6%; with 100% employer match about $41,758 at 4% or $27,838 at 6%. |
| 2003 | 2 | 46 | $2,741,511 | $147,208 | $3,200iApproximate average salary by contribution assumption: employee only about $80,004 at 4% or $53,336 at 6%; with 50% employer match about $53,336 at 4% or $35,557 at 6%; with 100% employer match about $40,002 at 4% or $26,668 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 44 | $1,756,398 | - | - |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 46 | $985,113 | $147,208 | $3,200iApproximate average salary by contribution assumption: employee only about $80,004 at 4% or $53,336 at 6%; with 50% employer match about $53,336 at 4% or $35,557 at 6%; with 100% employer match about $40,002 at 4% or $26,668 at 6%. |
| 2002 | 2 | 49 | $2,643,917 | $146,070 | $2,981iApproximate average salary by contribution assumption: employee only about $74,526 at 4% or $49,684 at 6%; with 50% employer match about $49,684 at 4% or $33,122 at 6%; with 100% employer match about $37,263 at 4% or $24,842 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 46 | $1,961,239 | $146,070 | $3,175iApproximate average salary by contribution assumption: employee only about $79,386 at 4% or $52,924 at 6%; with 50% employer match about $52,924 at 4% or $35,283 at 6%; with 100% employer match about $39,693 at 4% or $26,462 at 6%. |
| Schaumburg & Polk Inc. 401(K) Profit Sharing Plan & Trust | - | 49 | $682,678 | - | - |
| 2001 | 2 | 37 | $2,953,503 | $201,455 | $5,445iApproximate average salary by contribution assumption: employee only about $136,118 at 4% or $90,745 at 6%; with 50% employer match about $90,745 at 4% or $60,497 at 6%; with 100% employer match about $68,059 at 4% or $45,373 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 37 | $2,953,503 | $201,455 | $5,445iApproximate average salary by contribution assumption: employee only about $136,118 at 4% or $90,745 at 6%; with 50% employer match about $90,745 at 4% or $60,497 at 6%; with 100% employer match about $68,059 at 4% or $45,373 at 6%. |
| SCHAUMBURG & POLK, INC., SECTION 125 CAFETERIA PLAN | - | 0 | - | - | - |
| 2000 | 1 | 38 | $0 | $0 | - |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 38 | - | - | - |
| 1999 | 1 | 43 | $1,417,196 | $160,794 | $3,739iApproximate average salary by contribution assumption: employee only about $93,485 at 4% or $62,323 at 6%; with 50% employer match about $62,323 at 4% or $41,549 at 6%; with 100% employer match about $46,742 at 4% or $31,162 at 6%. |
| Schaumburg & Polk Inc. Employee Stock Ownership Plan | - | 43 | $1,417,196 | $160,794 | $3,739iApproximate average salary by contribution assumption: employee only about $93,485 at 4% or $62,323 at 6%; with 50% employer match about $62,323 at 4% or $41,549 at 6%; with 100% employer match about $46,742 at 4% or $31,162 at 6%. |