Gregory Schmautz, Cfp
Plan context: Greg Schmautz 401(K) Profit Sharing Plan
EIN 81-0502211 • Missoula, MT • 3 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
3
2016 Assets
$266,735
2016 Contributions
$84,245
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 3 | $266,735 | $84,245 | $28,082iApproximate average salary by contribution assumption: employee only about $702,042 at 4% or $468,028 at 6%; with 50% employer match about $468,028 at 4% or $312,019 at 6%; with 100% employer match about $351,021 at 4% or $234,014 at 6%. |
| Greg Schmautz 401(K) Profit Sharing Plan | - | 3 | $266,735 | $84,245 | $28,082iApproximate average salary by contribution assumption: employee only about $702,042 at 4% or $468,028 at 6%; with 50% employer match about $468,028 at 4% or $312,019 at 6%; with 100% employer match about $351,021 at 4% or $234,014 at 6%. |
| 2015 | 1 | 3 | $168,101 | $80,155 | $26,718iApproximate average salary by contribution assumption: employee only about $667,958 at 4% or $445,306 at 6%; with 50% employer match about $445,306 at 4% or $296,870 at 6%; with 100% employer match about $333,979 at 4% or $222,653 at 6%. |
| Greg Schmautz 401(K) Profit Sharing Plan | - | 3 | $168,101 | $80,155 | $26,718iApproximate average salary by contribution assumption: employee only about $667,958 at 4% or $445,306 at 6%; with 50% employer match about $445,306 at 4% or $296,870 at 6%; with 100% employer match about $333,979 at 4% or $222,653 at 6%. |
| 2014 | 1 | 3 | $96,111 | $94,355 | $31,452iApproximate average salary by contribution assumption: employee only about $786,292 at 4% or $524,194 at 6%; with 50% employer match about $524,194 at 4% or $349,463 at 6%; with 100% employer match about $393,146 at 4% or $262,097 at 6%. |
| Greg Schmautz 401(K) Profit Sharing Plan | - | 3 | $96,111 | $94,355 | $31,452iApproximate average salary by contribution assumption: employee only about $786,292 at 4% or $524,194 at 6%; with 50% employer match about $524,194 at 4% or $349,463 at 6%; with 100% employer match about $393,146 at 4% or $262,097 at 6%. |