Civic Intelligence

Schroeder-Mitchell Enterprises

Plan context: Schroeder-Mitchell Enterprises Retirement Plan

EIN 83-3409939 • San Francisco, CA • 10 filings • 2 plans

27A Dorland StSan Francisco, CA 94110-1012
Current Snapshot

Latest Year

2024

2024 Participants

37

2024 Assets

$2,764,263

2024 Contributions

$58,786

Historical Graphs

Total Assets Over Time

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

$2,764,263$1,382,132$0201920222024YearValue
$2,764,263Latest year 2024

Participants Over Time

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

40200201920222024YearValue
37Latest year 2024

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
2024237$2,764,263$58,786$1,589iApproximate average salary by contribution assumption: employee only about $39,720 at 4% or $26,480 at 6%; with 50% employer match about $26,480 at 4% or $17,653 at 6%; with 100% employer match about $19,860 at 4% or $13,240 at 6%.
Schroeder-Mitchell Enterprises Retirement Plan-10$2,608,462--
SCHROEDER-MITCHELL ENTERPRISES 401(K) PROFIT SHARING PLAN & TRUST-37$155,801$58,786$1,589iApproximate average salary by contribution assumption: employee only about $39,720 at 4% or $26,480 at 6%; with 50% employer match about $26,480 at 4% or $17,653 at 6%; with 100% employer match about $19,860 at 4% or $13,240 at 6%.
2023240$2,046,257$237,220$5,931iApproximate average salary by contribution assumption: employee only about $148,263 at 4% or $98,842 at 6%; with 50% employer match about $98,842 at 4% or $65,894 at 6%; with 100% employer match about $74,131 at 4% or $49,421 at 6%.
Schroeder-Mitchell Enterprises Retirement Plan-8$1,938,368$174,781$21,848iApproximate average salary by contribution assumption: employee only about $546,191 at 4% or $364,127 at 6%; with 50% employer match about $364,127 at 4% or $242,751 at 6%; with 100% employer match about $273,095 at 4% or $182,064 at 6%.
SCHROEDER-MITCHELL ENTERPRISES 401(K) PROFIT SHARING PLAN & TRUST-40$107,889$62,439$1,561iApproximate average salary by contribution assumption: employee only about $39,024 at 4% or $26,016 at 6%; with 50% employer match about $26,016 at 4% or $17,344 at 6%; with 100% employer match about $19,512 at 4% or $13,008 at 6%.
2022237$876,274$541,924$14,647iApproximate average salary by contribution assumption: employee only about $366,165 at 4% or $244,110 at 6%; with 50% employer match about $244,110 at 4% or $162,740 at 6%; with 100% employer match about $183,082 at 4% or $122,055 at 6%.
Schroeder-Mitchell Enterprises Retirement Plan-3$832,291$500,000$166,667iApproximate average salary by contribution assumption: employee only about $4,166,667 at 4% or $2,777,778 at 6%; with 50% employer match about $2,777,778 at 4% or $1,851,852 at 6%; with 100% employer match about $2,083,333 at 4% or $1,388,889 at 6%.
SCHROEDER-MITCHELL ENTERPRISES 401(K) PROFIT SHARING PLAN & TRUST-37$43,983$41,924$1,133iApproximate average salary by contribution assumption: employee only about $28,327 at 4% or $18,885 at 6%; with 50% employer match about $18,885 at 4% or $12,590 at 6%; with 100% employer match about $14,164 at 4% or $9,442 at 6%.
2021217$927,193$220,746$12,985iApproximate average salary by contribution assumption: employee only about $324,626 at 4% or $216,418 at 6%; with 50% employer match about $216,418 at 4% or $144,278 at 6%; with 100% employer match about $162,313 at 4% or $108,209 at 6%.
Schroeder-Mitchell Enterprises Retirement Plan-3$920,000$213,460$71,153iApproximate average salary by contribution assumption: employee only about $1,778,833 at 4% or $1,185,889 at 6%; with 50% employer match about $1,185,889 at 4% or $790,593 at 6%; with 100% employer match about $889,417 at 4% or $592,944 at 6%.
SCHROEDER-MITCHELL ENTERPRISES 401(K) PROFIT SHARING PLAN & TRUST-17$7,193$7,286$429iApproximate average salary by contribution assumption: employee only about $10,715 at 4% or $7,143 at 6%; with 50% employer match about $7,143 at 4% or $4,762 at 6%; with 100% employer match about $5,357 at 4% or $3,572 at 6%.
202011$1,157,000$341,201$341,201iApproximate average salary by contribution assumption: employee only about $8,530,025 at 4% or $5,686,683 at 6%; with 50% employer match about $5,686,683 at 4% or $3,791,122 at 6%; with 100% employer match about $4,265,013 at 4% or $2,843,342 at 6%.
Schroeder-Mitchell Enterprises Retirement Plan-1$1,157,000$341,201$341,201iApproximate average salary by contribution assumption: employee only about $8,530,025 at 4% or $5,686,683 at 6%; with 50% employer match about $5,686,683 at 4% or $3,791,122 at 6%; with 100% employer match about $4,265,013 at 4% or $2,843,342 at 6%.
201911$824,023$824,369$824,369iApproximate average salary by contribution assumption: employee only about $20,609,225 at 4% or $13,739,483 at 6%; with 50% employer match about $13,739,483 at 4% or $9,159,656 at 6%; with 100% employer match about $10,304,613 at 4% or $6,869,742 at 6%.
Schroeder-Mitchell Enterprises Retirement Plan-1$824,023$824,369$824,369iApproximate average salary by contribution assumption: employee only about $20,609,225 at 4% or $13,739,483 at 6%; with 50% employer match about $13,739,483 at 4% or $9,159,656 at 6%; with 100% employer match about $10,304,613 at 4% or $6,869,742 at 6%.