SCHARBAUER 5 MANAGEMENT, LLC
Plan context: SCHARBAUER 5 MANAGEMENT LLC 401(K) PLAN
EIN 83-4630629 • Amarillo, TX • 6 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$2,267,914
2025 Contributions
$168,653
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $2,267,914 | $168,653 | $18,739iApproximate average salary by contribution assumption: employee only about $468,481 at 4% or $312,320 at 6%; with 50% employer match about $312,320 at 4% or $208,214 at 6%; with 100% employer match about $234,240 at 4% or $156,160 at 6%. |
| SCHARBAUER 5 MANAGEMENT LLC 401(K) PLAN | - | 9 | $2,267,914 | $168,653 | $18,739iApproximate average salary by contribution assumption: employee only about $468,481 at 4% or $312,320 at 6%; with 50% employer match about $312,320 at 4% or $208,214 at 6%; with 100% employer match about $234,240 at 4% or $156,160 at 6%. |
| 2024 | 1 | 9 | $1,748,014 | $147,604 | $16,400iApproximate average salary by contribution assumption: employee only about $410,011 at 4% or $273,341 at 6%; with 50% employer match about $273,341 at 4% or $182,227 at 6%; with 100% employer match about $205,006 at 4% or $136,670 at 6%. |
| SCHARBAUER 5 MANAGEMENT LLC 401(K) PLAN | - | 9 | $1,748,014 | $147,604 | $16,400iApproximate average salary by contribution assumption: employee only about $410,011 at 4% or $273,341 at 6%; with 50% employer match about $273,341 at 4% or $182,227 at 6%; with 100% employer match about $205,006 at 4% or $136,670 at 6%. |
| 2023 | 1 | 7 | $1,465,172 | $135,860 | $19,409iApproximate average salary by contribution assumption: employee only about $485,214 at 4% or $323,476 at 6%; with 50% employer match about $323,476 at 4% or $215,651 at 6%; with 100% employer match about $242,607 at 4% or $161,738 at 6%. |
| SCHARBAUER 5 MANAGEMENT, LLC 401(K) PLAN | - | 7 | $1,465,172 | $135,860 | $19,409iApproximate average salary by contribution assumption: employee only about $485,214 at 4% or $323,476 at 6%; with 50% employer match about $323,476 at 4% or $215,651 at 6%; with 100% employer match about $242,607 at 4% or $161,738 at 6%. |
| 2022 | 1 | 7 | $1,172,910 | $130,387 | $18,627iApproximate average salary by contribution assumption: employee only about $465,668 at 4% or $310,445 at 6%; with 50% employer match about $310,445 at 4% or $206,963 at 6%; with 100% employer match about $232,834 at 4% or $155,223 at 6%. |
| SCHARBAUER 5 MANAGEMENT, LLC 401(K) PLAN | - | 7 | $1,172,910 | $130,387 | $18,627iApproximate average salary by contribution assumption: employee only about $465,668 at 4% or $310,445 at 6%; with 50% employer match about $310,445 at 4% or $206,963 at 6%; with 100% employer match about $232,834 at 4% or $155,223 at 6%. |
| 2021 | 1 | 7 | $1,256,479 | $115,435 | $16,491iApproximate average salary by contribution assumption: employee only about $412,268 at 4% or $274,845 at 6%; with 50% employer match about $274,845 at 4% or $183,230 at 6%; with 100% employer match about $206,134 at 4% or $137,423 at 6%. |
| SCHARBAUER 5 MANAGEMENT, LLC 401(K) PLAN | - | 7 | $1,256,479 | $115,435 | $16,491iApproximate average salary by contribution assumption: employee only about $412,268 at 4% or $274,845 at 6%; with 50% employer match about $274,845 at 4% or $183,230 at 6%; with 100% employer match about $206,134 at 4% or $137,423 at 6%. |
| 2020 | 1 | 7 | $1,030,937 | $113,715 | $16,245iApproximate average salary by contribution assumption: employee only about $406,125 at 4% or $270,750 at 6%; with 50% employer match about $270,750 at 4% or $180,500 at 6%; with 100% employer match about $203,063 at 4% or $135,375 at 6%. |
| SCHARBAUER 5 MANAGEMENT, LLC 401(K) PLAN | - | 7 | $1,030,937 | $113,715 | $16,245iApproximate average salary by contribution assumption: employee only about $406,125 at 4% or $270,750 at 6%; with 50% employer match about $270,750 at 4% or $180,500 at 6%; with 100% employer match about $203,063 at 4% or $135,375 at 6%. |