Civic Intelligence

DEREK SCHAFFER

Plan context: DEREK SCHAFFER 401(K) PROFIT SHARING PLAN & TRUST

EIN 83-1331716 • Santa Rosa, CA • 6 filings • 1 plans

1014 Hopper Ave Pmb 222Santa Rosa, CA 95403-1613
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$69,892

2025 Contributions

$9,285

Historical Graphs

Total Assets Over Time

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

$69,892$34,946$0202020232025YearValue
$69,892Latest year 2025

Participants Over Time

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

210202020232025YearValue
2Latest 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
202512$69,892$9,285$4,643iApproximate average salary by contribution assumption: employee only about $116,063 at 4% or $77,375 at 6%; with 50% employer match about $77,375 at 4% or $51,583 at 6%; with 100% employer match about $58,031 at 4% or $38,688 at 6%.
DEREK SCHAFFER 401(K) PROFIT SHARING PLAN & TRUST-2$69,892$9,285$4,643iApproximate average salary by contribution assumption: employee only about $116,063 at 4% or $77,375 at 6%; with 50% employer match about $77,375 at 4% or $51,583 at 6%; with 100% employer match about $58,031 at 4% or $38,688 at 6%.
202412$51,426$9,450$4,725iApproximate average salary by contribution assumption: employee only about $118,125 at 4% or $78,750 at 6%; with 50% employer match about $78,750 at 4% or $52,500 at 6%; with 100% employer match about $59,063 at 4% or $39,375 at 6%.
DEREK SCHAFFER 401(K) PROFIT SHARING PLAN & TRUST-2$51,426$9,450$4,725iApproximate average salary by contribution assumption: employee only about $118,125 at 4% or $78,750 at 6%; with 50% employer match about $78,750 at 4% or $52,500 at 6%; with 100% employer match about $59,063 at 4% or $39,375 at 6%.
202312$37,419$9,285$4,643iApproximate average salary by contribution assumption: employee only about $116,063 at 4% or $77,375 at 6%; with 50% employer match about $77,375 at 4% or $51,583 at 6%; with 100% employer match about $58,031 at 4% or $38,688 at 6%.
DEREK SCHAFFER 401(K) PROFIT SHARING PLAN & TRUST-2$37,419$9,285$4,643iApproximate average salary by contribution assumption: employee only about $116,063 at 4% or $77,375 at 6%; with 50% employer match about $77,375 at 4% or $51,583 at 6%; with 100% employer match about $58,031 at 4% or $38,688 at 6%.
202212$23,512$9,119$4,560iApproximate average salary by contribution assumption: employee only about $113,988 at 4% or $75,992 at 6%; with 50% employer match about $75,992 at 4% or $50,661 at 6%; with 100% employer match about $56,994 at 4% or $37,996 at 6%.
DEREK SCHAFFER 401(K) PROFIT SHARING PLAN & TRUST-2$23,512$9,119$4,560iApproximate average salary by contribution assumption: employee only about $113,988 at 4% or $75,992 at 6%; with 50% employer match about $75,992 at 4% or $50,661 at 6%; with 100% employer match about $56,994 at 4% or $37,996 at 6%.
202112$17,736$9,450$4,725iApproximate average salary by contribution assumption: employee only about $118,125 at 4% or $78,750 at 6%; with 50% employer match about $78,750 at 4% or $52,500 at 6%; with 100% employer match about $59,063 at 4% or $39,375 at 6%.
DEREK SCHAFFER 401(K) PROFIT SHARING PLAN & TRUST-2$17,736$9,450$4,725iApproximate average salary by contribution assumption: employee only about $118,125 at 4% or $78,750 at 6%; with 50% employer match about $78,750 at 4% or $52,500 at 6%; with 100% employer match about $59,063 at 4% or $39,375 at 6%.
202012$6,933$6,188$3,094iApproximate average salary by contribution assumption: employee only about $77,350 at 4% or $51,567 at 6%; with 50% employer match about $51,567 at 4% or $34,378 at 6%; with 100% employer match about $38,675 at 4% or $25,783 at 6%.
DEREK SCHAFFER 401(K) PROFIT SHARING PLAN & TRUST-2$6,933$6,188$3,094iApproximate average salary by contribution assumption: employee only about $77,350 at 4% or $51,567 at 6%; with 50% employer match about $51,567 at 4% or $34,378 at 6%; with 100% employer match about $38,675 at 4% or $25,783 at 6%.