Civic Intelligence

Patrick Scheufler, an Accountancy C

Plan context: Patrick Scheufler, an Accountancy Corporation 401K Plan

EIN 77-0356441 • Aptos, CA • 30 filings • 6 plans

323 Spreckels Drive, Suite AAptos, CA 95003
Current Snapshot

Latest Year

2023

2023 Participants

20

2023 Assets

$4,257,840

2023 Contributions

$161,141

Historical Graphs

Total Assets Over Time

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

$4,825,369$2,412,685$0199920162023YearValue
$4,257,840Latest year 2023

Participants Over Time

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

20100199920122023YearValue
20Latest 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
2023220$4,257,840$161,141$8,057iApproximate average salary by contribution assumption: employee only about $201,426 at 4% or $134,284 at 6%; with 50% employer match about $134,284 at 4% or $89,523 at 6%; with 100% employer match about $100,713 at 4% or $67,142 at 6%.
Patrick Scheufler, an Accountancy Corporation 401K Plan-20$4,257,840$161,141$8,057iApproximate average salary by contribution assumption: employee only about $201,426 at 4% or $134,284 at 6%; with 50% employer match about $134,284 at 4% or $89,523 at 6%; with 100% employer match about $100,713 at 4% or $67,142 at 6%.
PATRICK SCHEUFLER ACCOUNTANCY CASH BALANCE PLAN-0$0$0-
2022215$3,651,209$155,001$10,333iApproximate average salary by contribution assumption: employee only about $258,335 at 4% or $172,223 at 6%; with 50% employer match about $172,223 at 4% or $114,816 at 6%; with 100% employer match about $129,168 at 4% or $86,112 at 6%.
Patrick Scheufler, an Accountancy Corporation 401K Plan-15$3,143,630$100,087$6,672iApproximate average salary by contribution assumption: employee only about $166,812 at 4% or $111,208 at 6%; with 50% employer match about $111,208 at 4% or $74,139 at 6%; with 100% employer match about $83,406 at 4% or $55,604 at 6%.
PATRICK SCHEUFLER ACCOUNTANCY CASH BALANCE PLAN-10$507,579$54,914$5,491iApproximate average salary by contribution assumption: employee only about $137,285 at 4% or $91,523 at 6%; with 50% employer match about $91,523 at 4% or $61,016 at 6%; with 100% employer match about $68,643 at 4% or $45,762 at 6%.
2021215$3,317,259$232,691$15,513iApproximate average salary by contribution assumption: employee only about $387,818 at 4% or $258,546 at 6%; with 50% employer match about $258,546 at 4% or $172,364 at 6%; with 100% employer match about $193,909 at 4% or $129,273 at 6%.
Patrick Scheufler, an Accountancy Corporation 401K Plan-15$2,882,432$113,385$7,559iApproximate average salary by contribution assumption: employee only about $188,975 at 4% or $125,983 at 6%; with 50% employer match about $125,983 at 4% or $83,989 at 6%; with 100% employer match about $94,488 at 4% or $62,992 at 6%.
PATRICK SCHEUFLER ACCOUNTANCY CASH BALANCE PLAN-11$434,827$119,306$10,846iApproximate average salary by contribution assumption: employee only about $271,150 at 4% or $180,767 at 6%; with 50% employer match about $180,767 at 4% or $120,511 at 6%; with 100% employer match about $135,575 at 4% or $90,383 at 6%.
2020217$4,825,369$326,215$19,189iApproximate average salary by contribution assumption: employee only about $479,728 at 4% or $319,819 at 6%; with 50% employer match about $319,819 at 4% or $213,212 at 6%; with 100% employer match about $239,864 at 4% or $159,909 at 6%.
Patrick Scheufler, an Accountancy Corporation 401K Plan-17$4,467,267$105,227$6,190iApproximate average salary by contribution assumption: employee only about $154,746 at 4% or $103,164 at 6%; with 50% employer match about $103,164 at 4% or $68,776 at 6%; with 100% employer match about $77,373 at 4% or $51,582 at 6%.
PATRICK SCHEUFLER ACCOUNTANCY CASH BALANCE PLAN-12$358,102$220,988$18,416iApproximate average salary by contribution assumption: employee only about $460,392 at 4% or $306,928 at 6%; with 50% employer match about $306,928 at 4% or $204,619 at 6%; with 100% employer match about $230,196 at 4% or $153,464 at 6%.
2019218$3,496,892$250,155$13,898iApproximate average salary by contribution assumption: employee only about $347,438 at 4% or $231,625 at 6%; with 50% employer match about $231,625 at 4% or $154,417 at 6%; with 100% employer match about $173,719 at 4% or $115,813 at 6%.
Patrick Scheufler, an Accountancy Corporation 401K Plan-18$3,363,113$116,376$6,465iApproximate average salary by contribution assumption: employee only about $161,633 at 4% or $107,756 at 6%; with 50% employer match about $107,756 at 4% or $71,837 at 6%; with 100% employer match about $80,817 at 4% or $53,878 at 6%.
PATRICK SCHEUFLER ACCOUNTANCY CASH BALANCE PLAN-12$133,779$133,779$11,148iApproximate average salary by contribution assumption: employee only about $278,706 at 4% or $185,804 at 6%; with 50% employer match about $185,804 at 4% or $123,869 at 6%; with 100% employer match about $139,353 at 4% or $92,902 at 6%.
2018119$3,095,761$135,987$7,157iApproximate average salary by contribution assumption: employee only about $178,930 at 4% or $119,287 at 6%; with 50% employer match about $119,287 at 4% or $79,525 at 6%; with 100% employer match about $89,465 at 4% or $59,643 at 6%.
Patrick Scheufler, an Accountancy Corporation 401K Plan-19$3,095,761$135,987$7,157iApproximate average salary by contribution assumption: employee only about $178,930 at 4% or $119,287 at 6%; with 50% employer match about $119,287 at 4% or $79,525 at 6%; with 100% employer match about $89,465 at 4% or $59,643 at 6%.
2017117$2,701,515$121,794$7,164iApproximate average salary by contribution assumption: employee only about $179,109 at 4% or $119,406 at 6%; with 50% employer match about $119,406 at 4% or $79,604 at 6%; with 100% employer match about $89,554 at 4% or $59,703 at 6%.
Patrick Scheufler, an Accountancy Corporation 401K Plan-17$2,701,515$121,794$7,164iApproximate average salary by contribution assumption: employee only about $179,109 at 4% or $119,406 at 6%; with 50% employer match about $119,406 at 4% or $79,604 at 6%; with 100% employer match about $89,554 at 4% or $59,703 at 6%.
2016118$2,599,964$121,045$6,725iApproximate average salary by contribution assumption: employee only about $168,118 at 4% or $112,079 at 6%; with 50% employer match about $112,079 at 4% or $74,719 at 6%; with 100% employer match about $84,059 at 4% or $56,039 at 6%.
Patrick Scheufler, an Accountancy Corporation 401K Plan-18$2,599,964$121,045$6,725iApproximate average salary by contribution assumption: employee only about $168,118 at 4% or $112,079 at 6%; with 50% employer match about $112,079 at 4% or $74,719 at 6%; with 100% employer match about $84,059 at 4% or $56,039 at 6%.
2015114$2,191,729$158,561$11,326iApproximate average salary by contribution assumption: employee only about $283,145 at 4% or $188,763 at 6%; with 50% employer match about $188,763 at 4% or $125,842 at 6%; with 100% employer match about $141,572 at 4% or $94,382 at 6%.
Patrick Scheufler, an Accountancy Corporation 401K Plan-14$2,191,729$158,561$11,326iApproximate average salary by contribution assumption: employee only about $283,145 at 4% or $188,763 at 6%; with 50% employer match about $188,763 at 4% or $125,842 at 6%; with 100% employer match about $141,572 at 4% or $94,382 at 6%.
2014115$1,979,511$113,378$7,559iApproximate average salary by contribution assumption: employee only about $188,963 at 4% or $125,976 at 6%; with 50% employer match about $125,976 at 4% or $83,984 at 6%; with 100% employer match about $94,482 at 4% or $62,988 at 6%.
Patrick Scheufler, an Accountancy Corporation 401K Plan-15$1,979,511$113,378$7,559iApproximate average salary by contribution assumption: employee only about $188,963 at 4% or $125,976 at 6%; with 50% employer match about $125,976 at 4% or $83,984 at 6%; with 100% employer match about $94,482 at 4% or $62,988 at 6%.
2013115$2,039,364$103,557$6,904iApproximate average salary by contribution assumption: employee only about $172,595 at 4% or $115,063 at 6%; with 50% employer match about $115,063 at 4% or $76,709 at 6%; with 100% employer match about $86,298 at 4% or $57,532 at 6%.
Patrick Scheufler, an Accountancy Corporation 401K Plan-15$2,039,364$103,557$6,904iApproximate average salary by contribution assumption: employee only about $172,595 at 4% or $115,063 at 6%; with 50% employer match about $115,063 at 4% or $76,709 at 6%; with 100% employer match about $86,298 at 4% or $57,532 at 6%.
2012115$2,361,186$100,449$6,697iApproximate average salary by contribution assumption: employee only about $167,415 at 4% or $111,610 at 6%; with 50% employer match about $111,610 at 4% or $74,407 at 6%; with 100% employer match about $83,708 at 4% or $55,805 at 6%.
Patrick Scheufler, an Accountancy Corporation 401K Plan-15$2,361,186$100,449$6,697iApproximate average salary by contribution assumption: employee only about $167,415 at 4% or $111,610 at 6%; with 50% employer match about $111,610 at 4% or $74,407 at 6%; with 100% employer match about $83,708 at 4% or $55,805 at 6%.
2011113$1,934,704$88,753$6,827iApproximate average salary by contribution assumption: employee only about $170,679 at 4% or $113,786 at 6%; with 50% employer match about $113,786 at 4% or $75,857 at 6%; with 100% employer match about $85,339 at 4% or $56,893 at 6%.
Patrick Scheufler, an Accountancy Corporation 401K Plan-13$1,934,704$88,753$6,827iApproximate average salary by contribution assumption: employee only about $170,679 at 4% or $113,786 at 6%; with 50% employer match about $113,786 at 4% or $75,857 at 6%; with 100% employer match about $85,339 at 4% or $56,893 at 6%.
2010113$1,757,469$89,062$6,851iApproximate average salary by contribution assumption: employee only about $171,273 at 4% or $114,182 at 6%; with 50% employer match about $114,182 at 4% or $76,121 at 6%; with 100% employer match about $85,637 at 4% or $57,091 at 6%.
Patrick Scheufler, an Accountancy Corporation 401K Plan-13$1,757,469$89,062$6,851iApproximate average salary by contribution assumption: employee only about $171,273 at 4% or $114,182 at 6%; with 50% employer match about $114,182 at 4% or $76,121 at 6%; with 100% employer match about $85,637 at 4% or $57,091 at 6%.
2009213$1,630,184$231,116$17,778iApproximate average salary by contribution assumption: employee only about $444,454 at 4% or $296,303 at 6%; with 50% employer match about $296,303 at 4% or $197,535 at 6%; with 100% employer match about $222,227 at 4% or $148,151 at 6%.
Patrick Scheufler, an Accountancy Corporation 401K Plan-13$1,630,184$231,116$17,778iApproximate average salary by contribution assumption: employee only about $444,454 at 4% or $296,303 at 6%; with 50% employer match about $296,303 at 4% or $197,535 at 6%; with 100% employer match about $222,227 at 4% or $148,151 at 6%.
Patrick Scheufler, an Accountancy Corporation 401K Plan-----
200719$0$0-
Patrick Scheufler, an Accountancy Corporation 401K Plan-9---
2006110$0$0-
Patrick Scheufler, an Accountancy Corporation 401K Plan-10---
2005110$0$0-
Patrick Scheufler, an Accountancy Corporation 401K Plan-10---
200418$0$0-
Patrick Scheufler, an Accountancy Corporation 401K Plan-8---
200318$0$0-
Patrick Scheufler, an Accountancy Corporation 401K Plan-8---
200219$0$0-
Patrick Scheufler, an Accountancy Corporation 401K Plan-9---
200118$0$0-
Patrick Scheufler, an Accountancy Corporation 401K Plan-8---
200018$0$0-
Patrick Scheufler, an Accountancy Corporation 401K Plan-8---
199917$434,662$81,455$11,636iApproximate average salary by contribution assumption: employee only about $290,911 at 4% or $193,940 at 6%; with 50% employer match about $193,940 at 4% or $129,294 at 6%; with 100% employer match about $145,455 at 4% or $96,970 at 6%.
Patrick Scheufler, an Accountancy Corporation 401K Plan-7$434,662$81,455$11,636iApproximate average salary by contribution assumption: employee only about $290,911 at 4% or $193,940 at 6%; with 50% employer match about $193,940 at 4% or $129,294 at 6%; with 100% employer match about $145,455 at 4% or $96,970 at 6%.