Civic Intelligence

Schoolhaus Advisors Inc.

Plan context: Schoolhaus Advisors Inc. 401(K) Plan

EIN 80-0319643 • Rancho Palos Verdes, CA • 17 filings • 1 plans

3441 Newridge DrRancho Palos Verdes, CA 90275
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$2,704,676

2025 Contributions

$100,600

Historical Graphs

Total Assets Over Time

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

$2,704,676$1,352,338$0200920172025YearValue
$2,704,676Latest year 2025

Participants Over Time

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

420200920172025YearValue
4Latest year 2025

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
202514$2,704,676$100,600$25,150iApproximate average salary by contribution assumption: employee only about $628,750 at 4% or $419,167 at 6%; with 50% employer match about $419,167 at 4% or $279,444 at 6%; with 100% employer match about $314,375 at 4% or $209,583 at 6%.
Schoolhaus Advisors Inc. 401(K) Plan-4$2,704,676$100,600$25,150iApproximate average salary by contribution assumption: employee only about $628,750 at 4% or $419,167 at 6%; with 50% employer match about $419,167 at 4% or $279,444 at 6%; with 100% employer match about $314,375 at 4% or $209,583 at 6%.
202414$2,298,583$98,088$24,522iApproximate average salary by contribution assumption: employee only about $613,050 at 4% or $408,700 at 6%; with 50% employer match about $408,700 at 4% or $272,467 at 6%; with 100% employer match about $306,525 at 4% or $204,350 at 6%.
Schoolhaus Advisors Inc. 401(K) Plan-4$2,298,583$98,088$24,522iApproximate average salary by contribution assumption: employee only about $613,050 at 4% or $408,700 at 6%; with 50% employer match about $408,700 at 4% or $272,467 at 6%; with 100% employer match about $306,525 at 4% or $204,350 at 6%.
202314$2,009,394$96,124$24,031iApproximate average salary by contribution assumption: employee only about $600,775 at 4% or $400,517 at 6%; with 50% employer match about $400,517 at 4% or $267,011 at 6%; with 100% employer match about $300,388 at 4% or $200,258 at 6%.
Schoolhaus Advisors Inc. 401(K) Plan-4$2,009,394$96,124$24,031iApproximate average salary by contribution assumption: employee only about $600,775 at 4% or $400,517 at 6%; with 50% employer match about $400,517 at 4% or $267,011 at 6%; with 100% employer match about $300,388 at 4% or $200,258 at 6%.
202214$1,793,619$87,490$21,873iApproximate average salary by contribution assumption: employee only about $546,813 at 4% or $364,542 at 6%; with 50% employer match about $364,542 at 4% or $243,028 at 6%; with 100% employer match about $273,406 at 4% or $182,271 at 6%.
Schoolhaus Advisors Inc. 401(K) Plan-4$1,793,619$87,490$21,873iApproximate average salary by contribution assumption: employee only about $546,813 at 4% or $364,542 at 6%; with 50% employer match about $364,542 at 4% or $243,028 at 6%; with 100% employer match about $273,406 at 4% or $182,271 at 6%.
202113$1,855,665$71,473$23,824iApproximate average salary by contribution assumption: employee only about $595,608 at 4% or $397,072 at 6%; with 50% employer match about $397,072 at 4% or $264,715 at 6%; with 100% employer match about $297,804 at 4% or $198,536 at 6%.
Schoolhaus Advisors Inc. 401(K) Plan-3$1,855,665$71,473$23,824iApproximate average salary by contribution assumption: employee only about $595,608 at 4% or $397,072 at 6%; with 50% employer match about $397,072 at 4% or $264,715 at 6%; with 100% employer match about $297,804 at 4% or $198,536 at 6%.
202013$1,629,042$70,993$23,664iApproximate average salary by contribution assumption: employee only about $591,608 at 4% or $394,406 at 6%; with 50% employer match about $394,406 at 4% or $262,937 at 6%; with 100% employer match about $295,804 at 4% or $197,203 at 6%.
Schoolhaus Advisors Inc. 401(K) Plan-3$1,629,042$70,993$23,664iApproximate average salary by contribution assumption: employee only about $591,608 at 4% or $394,406 at 6%; with 50% employer match about $394,406 at 4% or $262,937 at 6%; with 100% employer match about $295,804 at 4% or $197,203 at 6%.
201913$1,540,176$70,241$23,414iApproximate average salary by contribution assumption: employee only about $585,342 at 4% or $390,228 at 6%; with 50% employer match about $390,228 at 4% or $260,152 at 6%; with 100% employer match about $292,671 at 4% or $195,114 at 6%.
Schoolhaus Advisors Inc. 401(K) Plan-3$1,540,176$70,241$23,414iApproximate average salary by contribution assumption: employee only about $585,342 at 4% or $390,228 at 6%; with 50% employer match about $390,228 at 4% or $260,152 at 6%; with 100% employer match about $292,671 at 4% or $195,114 at 6%.
201813$1,245,345$70,378$23,459iApproximate average salary by contribution assumption: employee only about $586,483 at 4% or $390,989 at 6%; with 50% employer match about $390,989 at 4% or $260,659 at 6%; with 100% employer match about $293,242 at 4% or $195,494 at 6%.
Schoolhaus Advisors Inc. 401(K) Plan-3$1,245,345$70,378$23,459iApproximate average salary by contribution assumption: employee only about $586,483 at 4% or $390,989 at 6%; with 50% employer match about $390,989 at 4% or $260,659 at 6%; with 100% employer match about $293,242 at 4% or $195,494 at 6%.
201713$1,250,912$68,588$22,863iApproximate average salary by contribution assumption: employee only about $571,567 at 4% or $381,044 at 6%; with 50% employer match about $381,044 at 4% or $254,030 at 6%; with 100% employer match about $285,783 at 4% or $190,522 at 6%.
Schoolhaus Advisors Inc. 401(K) Plan-3$1,250,912$68,588$22,863iApproximate average salary by contribution assumption: employee only about $571,567 at 4% or $381,044 at 6%; with 50% employer match about $381,044 at 4% or $254,030 at 6%; with 100% employer match about $285,783 at 4% or $190,522 at 6%.
201613$1,060,099$66,781$22,260iApproximate average salary by contribution assumption: employee only about $556,508 at 4% or $371,006 at 6%; with 50% employer match about $371,006 at 4% or $247,337 at 6%; with 100% employer match about $278,254 at 4% or $185,503 at 6%.
Schoolhaus Advisors Inc. 401(K) Plan-3$1,060,099$66,781$22,260iApproximate average salary by contribution assumption: employee only about $556,508 at 4% or $371,006 at 6%; with 50% employer match about $371,006 at 4% or $247,337 at 6%; with 100% employer match about $278,254 at 4% or $185,503 at 6%.
201513$932,773$62,975$20,992iApproximate average salary by contribution assumption: employee only about $524,792 at 4% or $349,861 at 6%; with 50% employer match about $349,861 at 4% or $233,241 at 6%; with 100% employer match about $262,396 at 4% or $174,931 at 6%.
Schoolhaus Advisors Inc. 401(K) Plan-3$932,773$62,975$20,992iApproximate average salary by contribution assumption: employee only about $524,792 at 4% or $349,861 at 6%; with 50% employer match about $349,861 at 4% or $233,241 at 6%; with 100% employer match about $262,396 at 4% or $174,931 at 6%.
201412$891,990$71,265$35,633iApproximate average salary by contribution assumption: employee only about $890,813 at 4% or $593,875 at 6%; with 50% employer match about $593,875 at 4% or $395,917 at 6%; with 100% employer match about $445,406 at 4% or $296,938 at 6%.
Schoolhaus Advisors Inc. 401(K) Plan-2$891,990$71,265$35,633iApproximate average salary by contribution assumption: employee only about $890,813 at 4% or $593,875 at 6%; with 50% employer match about $593,875 at 4% or $395,917 at 6%; with 100% employer match about $445,406 at 4% or $296,938 at 6%.
201312$778,579$60,987$30,494iApproximate average salary by contribution assumption: employee only about $762,338 at 4% or $508,225 at 6%; with 50% employer match about $508,225 at 4% or $338,817 at 6%; with 100% employer match about $381,169 at 4% or $254,113 at 6%.
Schoolhaus Advisors Inc. 401(K) Plan-2$778,579$60,987$30,494iApproximate average salary by contribution assumption: employee only about $762,338 at 4% or $508,225 at 6%; with 50% employer match about $508,225 at 4% or $338,817 at 6%; with 100% employer match about $381,169 at 4% or $254,113 at 6%.
201213$631,152$61,172$20,391iApproximate average salary by contribution assumption: employee only about $509,767 at 4% or $339,844 at 6%; with 50% employer match about $339,844 at 4% or $226,563 at 6%; with 100% employer match about $254,883 at 4% or $169,922 at 6%.
Schoolhaus Advisors Inc. 401(K) Plan-3$631,152$61,172$20,391iApproximate average salary by contribution assumption: employee only about $509,767 at 4% or $339,844 at 6%; with 50% employer match about $339,844 at 4% or $226,563 at 6%; with 100% employer match about $254,883 at 4% or $169,922 at 6%.
201112$529,394$59,561$29,781iApproximate average salary by contribution assumption: employee only about $744,513 at 4% or $496,342 at 6%; with 50% employer match about $496,342 at 4% or $330,894 at 6%; with 100% employer match about $372,256 at 4% or $248,171 at 6%.
Schoolhaus Advisors Inc. 401(K) Plan-2$529,394$59,561$29,781iApproximate average salary by contribution assumption: employee only about $744,513 at 4% or $496,342 at 6%; with 50% employer match about $496,342 at 4% or $330,894 at 6%; with 100% employer match about $372,256 at 4% or $248,171 at 6%.
201012$467,838$56,521$28,261iApproximate average salary by contribution assumption: employee only about $706,513 at 4% or $471,008 at 6%; with 50% employer match about $471,008 at 4% or $314,006 at 6%; with 100% employer match about $353,256 at 4% or $235,504 at 6%.
Schoolhaus Advisors Inc. 401(K) Plan-2$467,838$56,521$28,261iApproximate average salary by contribution assumption: employee only about $706,513 at 4% or $471,008 at 6%; with 50% employer match about $471,008 at 4% or $314,006 at 6%; with 100% employer match about $353,256 at 4% or $235,504 at 6%.
200912$374,532$372,613$186,307iApproximate average salary by contribution assumption: employee only about $4,657,663 at 4% or $3,105,108 at 6%; with 50% employer match about $3,105,108 at 4% or $2,070,072 at 6%; with 100% employer match about $2,328,831 at 4% or $1,552,554 at 6%.
Schoolhaus Advisors Inc. 401(K) Plan-2$374,532$372,613$186,307iApproximate average salary by contribution assumption: employee only about $4,657,663 at 4% or $3,105,108 at 6%; with 50% employer match about $3,105,108 at 4% or $2,070,072 at 6%; with 100% employer match about $2,328,831 at 4% or $1,552,554 at 6%.