Schroeder & Associates Ltd
Plan context: Schroeder & Associates Ltd Retirement Plan & Trust
EIN 83-1466809 • 5 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$468,202
2024 Contributions
$82,708
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $468,202 | $82,708 | $20,677iApproximate average salary by contribution assumption: employee only about $516,925 at 4% or $344,617 at 6%; with 50% employer match about $344,617 at 4% or $229,744 at 6%; with 100% employer match about $258,463 at 4% or $172,308 at 6%. |
| Schroeder & Associates Ltd Retirement Plan & Trust | - | 4 | $468,202 | $82,708 | $20,677iApproximate average salary by contribution assumption: employee only about $516,925 at 4% or $344,617 at 6%; with 50% employer match about $344,617 at 4% or $229,744 at 6%; with 100% employer match about $258,463 at 4% or $172,308 at 6%. |
| 2023 | 1 | 4 | $349,283 | $83,910 | $20,978iApproximate average salary by contribution assumption: employee only about $524,438 at 4% or $349,625 at 6%; with 50% employer match about $349,625 at 4% or $233,083 at 6%; with 100% employer match about $262,219 at 4% or $174,813 at 6%. |
| Schroeder & Associates Ltd Retirement Plan & Trust | - | 4 | $349,283 | $83,910 | $20,978iApproximate average salary by contribution assumption: employee only about $524,438 at 4% or $349,625 at 6%; with 50% employer match about $349,625 at 4% or $233,083 at 6%; with 100% employer match about $262,219 at 4% or $174,813 at 6%. |
| 2022 | 1 | 0 | $234,277 | $68,271 | - |
| Schroeder & Associates Ltd Retirement Plan & Trust | - | 0 | $234,277 | $68,271 | - |
| 2021 | 1 | 4 | $181,209 | $72,874 | $18,219iApproximate average salary by contribution assumption: employee only about $455,463 at 4% or $303,642 at 6%; with 50% employer match about $303,642 at 4% or $202,428 at 6%; with 100% employer match about $227,731 at 4% or $151,821 at 6%. |
| Schroeder & Associates Ltd Retirement Plan & Trust | - | 4 | $181,209 | $72,874 | $18,219iApproximate average salary by contribution assumption: employee only about $455,463 at 4% or $303,642 at 6%; with 50% employer match about $303,642 at 4% or $202,428 at 6%; with 100% employer match about $227,731 at 4% or $151,821 at 6%. |
| 2020 | 1 | 4 | $105,311 | $77,043 | $19,261iApproximate average salary by contribution assumption: employee only about $481,519 at 4% or $321,013 at 6%; with 50% employer match about $321,013 at 4% or $214,008 at 6%; with 100% employer match about $240,759 at 4% or $160,506 at 6%. |
| Schroeder & Associates Ltd Retirement Plan & Trust | - | 4 | $105,311 | $77,043 | $19,261iApproximate average salary by contribution assumption: employee only about $481,519 at 4% or $321,013 at 6%; with 50% employer match about $321,013 at 4% or $214,008 at 6%; with 100% employer match about $240,759 at 4% or $160,506 at 6%. |