Civic Intelligence

Schmitty & Sons Holdings Inc.

Plan context: Schmitty & Sons Holdings Inc. Employee Stock Ownership Plan and Trust

EIN 81-0928055 • 10 filings • 2 plans

Current Snapshot

Latest Year

2023

2023 Participants

655

2023 Assets

$49,990,791

2023 Contributions

$2,722,175

Historical Graphs

Total Assets Over Time

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

$49,990,791$24,995,396$0201520192023YearValue
$49,990,791Latest year 2023

Participants Over Time

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

6553280201520192023YearValue
655Latest 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
20232655$49,990,791$2,722,175$4,156iApproximate average salary by contribution assumption: employee only about $103,900 at 4% or $69,267 at 6%; with 50% employer match about $69,267 at 4% or $46,178 at 6%; with 100% employer match about $51,950 at 4% or $34,633 at 6%.
Schmitty & Sons Holdings Inc. Employee Stock Ownership Plan and Trust-595$39,258,954$980,600$1,648iApproximate average salary by contribution assumption: employee only about $41,202 at 4% or $27,468 at 6%; with 50% employer match about $27,468 at 4% or $18,312 at 6%; with 100% employer match about $20,601 at 4% or $13,734 at 6%.
SCHMITTY & SONS HOLDINGS, INC. 401(K) PLAN-655$10,731,837$1,741,575$2,659iApproximate average salary by contribution assumption: employee only about $66,472 at 4% or $44,315 at 6%; with 50% employer match about $44,315 at 4% or $29,543 at 6%; with 100% employer match about $33,236 at 4% or $22,157 at 6%.
20221447$31,747,830$502,350$1,124iApproximate average salary by contribution assumption: employee only about $28,096 at 4% or $18,730 at 6%; with 50% employer match about $18,730 at 4% or $12,487 at 6%; with 100% employer match about $14,048 at 4% or $9,365 at 6%.
Schmitty & Sons Holdings Inc. Employee Stock Ownership Plan and Trust-447$31,747,830$502,350$1,124iApproximate average salary by contribution assumption: employee only about $28,096 at 4% or $18,730 at 6%; with 50% employer match about $18,730 at 4% or $12,487 at 6%; with 100% employer match about $14,048 at 4% or $9,365 at 6%.
20211427$26,764,265$590,500$1,383iApproximate average salary by contribution assumption: employee only about $34,573 at 4% or $23,048 at 6%; with 50% employer match about $23,048 at 4% or $15,366 at 6%; with 100% employer match about $17,286 at 4% or $11,524 at 6%.
Schmitty & Sons Holdings Inc. Employee Stock Ownership Plan and Trust-427$26,764,265$590,500$1,383iApproximate average salary by contribution assumption: employee only about $34,573 at 4% or $23,048 at 6%; with 50% employer match about $23,048 at 4% or $15,366 at 6%; with 100% employer match about $17,286 at 4% or $11,524 at 6%.
20201468$23,904,371$262,600$561iApproximate average salary by contribution assumption: employee only about $14,028 at 4% or $9,352 at 6%; with 50% employer match about $9,352 at 4% or $6,235 at 6%; with 100% employer match about $7,014 at 4% or $4,676 at 6%.
Schmitty & Sons Holdings Inc. Employee Stock Ownership Plan and Trust-468$23,904,371$262,600$561iApproximate average salary by contribution assumption: employee only about $14,028 at 4% or $9,352 at 6%; with 50% employer match about $9,352 at 4% or $6,235 at 6%; with 100% employer match about $7,014 at 4% or $4,676 at 6%.
20191462$19,700,600$170,270$369iApproximate average salary by contribution assumption: employee only about $9,214 at 4% or $6,142 at 6%; with 50% employer match about $6,142 at 4% or $4,095 at 6%; with 100% employer match about $4,607 at 4% or $3,071 at 6%.
Schmitty & Sons Holdings Inc. Employee Stock Ownership Plan and Trust-462$19,700,600$170,270$369iApproximate average salary by contribution assumption: employee only about $9,214 at 4% or $6,142 at 6%; with 50% employer match about $6,142 at 4% or $4,095 at 6%; with 100% employer match about $4,607 at 4% or $3,071 at 6%.
20181401$16,300,172$112,750$281iApproximate average salary by contribution assumption: employee only about $7,029 at 4% or $4,686 at 6%; with 50% employer match about $4,686 at 4% or $3,124 at 6%; with 100% employer match about $3,515 at 4% or $2,343 at 6%.
Schmitty & Sons Holdings Inc. Employee Stock Ownership Plan and Trust-401$16,300,172$112,750$281iApproximate average salary by contribution assumption: employee only about $7,029 at 4% or $4,686 at 6%; with 50% employer match about $4,686 at 4% or $3,124 at 6%; with 100% employer match about $3,515 at 4% or $2,343 at 6%.
20171358$11,700,188$75,000$209iApproximate average salary by contribution assumption: employee only about $5,237 at 4% or $3,492 at 6%; with 50% employer match about $3,492 at 4% or $2,328 at 6%; with 100% employer match about $2,619 at 4% or $1,746 at 6%.
Schmitty & Sons Holdings Inc. Employee Stock Ownership Plan and Trust-358$11,700,188$75,000$209iApproximate average salary by contribution assumption: employee only about $5,237 at 4% or $3,492 at 6%; with 50% employer match about $3,492 at 4% or $2,328 at 6%; with 100% employer match about $2,619 at 4% or $1,746 at 6%.
20161313$10,600,187$32,900$105iApproximate average salary by contribution assumption: employee only about $2,628 at 4% or $1,752 at 6%; with 50% employer match about $1,752 at 4% or $1,168 at 6%; with 100% employer match about $1,314 at 4% or $876 at 6%.
Schmitty & Sons Holdings Inc. Employee Stock Ownership Plan and Trust-313$10,600,187$32,900$105iApproximate average salary by contribution assumption: employee only about $2,628 at 4% or $1,752 at 6%; with 50% employer match about $1,752 at 4% or $1,168 at 6%; with 100% employer match about $1,314 at 4% or $876 at 6%.
20151321$5,801,069$25,000$78iApproximate average salary by contribution assumption: employee only about $1,947 at 4% or $1,298 at 6%; with 50% employer match about $1,298 at 4% or $865 at 6%; with 100% employer match about $974 at 4% or $649 at 6%.
Schmitty & Sons Holdings Inc. Employee Stock Ownership Plan and Trust-321$5,801,069$25,000$78iApproximate average salary by contribution assumption: employee only about $1,947 at 4% or $1,298 at 6%; with 50% employer match about $1,298 at 4% or $865 at 6%; with 100% employer match about $974 at 4% or $649 at 6%.