Cortez Macaulay Bernhardt & Schuetz LLC
Plan context: Cortez Macaulay Bernhardt & Schuetze LLC 401K Profit Sharing Plan & Trust
EIN 84-1440662 • 4 filings • 1 plans
Current Snapshot
Latest Year
2002
2002 Participants
4
2002 Assets
$202,899
2002 Contributions
$96,784
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 0 | $0 | $0 | - |
| Cortez Macaulay Bernhardt & Schuetze LLC 401K Profit Sharing Plan & Trust | - | 0 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Cortez Macaulay Bernhardt & Schuetze LLC 401K Profit Sharing Plan & Trust | - | 4 | - | - | - |
| 2000 | 1 | 12 | $202,899 | $96,784 | $8,065iApproximate average salary by contribution assumption: employee only about $201,633 at 4% or $134,422 at 6%; with 50% employer match about $134,422 at 4% or $89,615 at 6%; with 100% employer match about $100,817 at 4% or $67,211 at 6%. |
| Cortez Macaulay Bernhardt & Schuetze LLC 401K Profit Sharing Plan & Trust | - | 12 | $202,899 | $96,784 | $8,065iApproximate average salary by contribution assumption: employee only about $201,633 at 4% or $134,422 at 6%; with 50% employer match about $134,422 at 4% or $89,615 at 6%; with 100% employer match about $100,817 at 4% or $67,211 at 6%. |
| 1999 | 1 | 12 | $140,539 | $69,569 | $5,797iApproximate average salary by contribution assumption: employee only about $144,935 at 4% or $96,624 at 6%; with 50% employer match about $96,624 at 4% or $64,416 at 6%; with 100% employer match about $72,468 at 4% or $48,312 at 6%. |
| Cortez Macaulay Bernhardt & Schuetze LLC 401K Profit Sharing Plan & Trust | - | 12 | $140,539 | $69,569 | $5,797iApproximate average salary by contribution assumption: employee only about $144,935 at 4% or $96,624 at 6%; with 50% employer match about $96,624 at 4% or $64,416 at 6%; with 100% employer match about $72,468 at 4% or $48,312 at 6%. |