Civic Intelligence

Jefrrey a Schaefer

Plan context: Schaefer Financial Management Profit Sharing Plan

EIN 84-1251719 • 5 filings • 4 plans

Current Snapshot

Latest Year

2000

2000 Participants

2

2000 Assets

$535,279

2000 Contributions

$36,240

Historical Graphs

Total Assets Over Time

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

$535,279$267,640$01999YearValue
$535,279Latest year 1999

Participants Over Time

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

21019992000YearValue
2Latest year 2000

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
200022$0$0-
Schaefer Financial Management Money Purchase Pension Plan-2---
Schaefer Financial Management Profit Sharing Plan-2---
199932$535,279$36,240$18,120iApproximate average salary by contribution assumption: employee only about $453,000 at 4% or $302,000 at 6%; with 50% employer match about $302,000 at 4% or $201,333 at 6%; with 100% employer match about $226,500 at 4% or $151,000 at 6%.
Schaefer Financial Management Profit Sharing Plan-2$209,292$13,590$6,795iApproximate average salary by contribution assumption: employee only about $169,875 at 4% or $113,250 at 6%; with 50% employer match about $113,250 at 4% or $75,500 at 6%; with 100% employer match about $84,938 at 4% or $56,625 at 6%.
Schaefer Financial Management Profit Sharing Plan-2$209,292$13,590$6,795iApproximate average salary by contribution assumption: employee only about $169,875 at 4% or $113,250 at 6%; with 50% employer match about $113,250 at 4% or $75,500 at 6%; with 100% employer match about $84,938 at 4% or $56,625 at 6%.
Schaefer Financial Management Money Purchase Pension Plan-2$116,695$9,060$4,530iApproximate average salary by contribution assumption: employee only about $113,250 at 4% or $75,500 at 6%; with 50% employer match about $75,500 at 4% or $50,333 at 6%; with 100% employer match about $56,625 at 4% or $37,750 at 6%.