Civic Intelligence

Schaefer Financial Management

Plan context: Schaefer Financial Management Profit Sharing Plan

EIN 84-1593457 • Centennial, CO • 25 filings • 7 plans

7700 E Arapahoe Rd Ste 265Centennial, CO 80112-6108
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$10,697,655

2024 Contributions

$427,499

Historical Graphs

Total Assets Over Time

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

$10,697,655$5,348,828$0200420142024YearValue
$10,697,655Latest year 2024

Participants Over Time

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

840200120132024YearValue
8Latest 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
202418$10,697,655$427,499$53,437iApproximate average salary by contribution assumption: employee only about $1,335,934 at 4% or $890,623 at 6%; with 50% employer match about $890,623 at 4% or $593,749 at 6%; with 100% employer match about $667,967 at 4% or $445,311 at 6%.
Schaefer Financial Management Profit Sharing Plan-8$10,697,655$427,499$53,437iApproximate average salary by contribution assumption: employee only about $1,335,934 at 4% or $890,623 at 6%; with 50% employer match about $890,623 at 4% or $593,749 at 6%; with 100% employer match about $667,967 at 4% or $445,311 at 6%.
202318$9,225,089$338,631$42,329iApproximate average salary by contribution assumption: employee only about $1,058,222 at 4% or $705,481 at 6%; with 50% employer match about $705,481 at 4% or $470,321 at 6%; with 100% employer match about $529,111 at 4% or $352,741 at 6%.
Schaefer Financial Management Profit Sharing Plan-8$9,225,089$338,631$42,329iApproximate average salary by contribution assumption: employee only about $1,058,222 at 4% or $705,481 at 6%; with 50% employer match about $705,481 at 4% or $470,321 at 6%; with 100% employer match about $529,111 at 4% or $352,741 at 6%.
202216$7,130,756$319,597$53,266iApproximate average salary by contribution assumption: employee only about $1,331,654 at 4% or $887,769 at 6%; with 50% employer match about $887,769 at 4% or $591,846 at 6%; with 100% employer match about $665,827 at 4% or $443,885 at 6%.
Schaefer Financial Management Profit Sharing Plan-6$7,130,756$319,597$53,266iApproximate average salary by contribution assumption: employee only about $1,331,654 at 4% or $887,769 at 6%; with 50% employer match about $887,769 at 4% or $591,846 at 6%; with 100% employer match about $665,827 at 4% or $443,885 at 6%.
202116$7,962,438$328,466$54,744iApproximate average salary by contribution assumption: employee only about $1,368,608 at 4% or $912,406 at 6%; with 50% employer match about $912,406 at 4% or $608,270 at 6%; with 100% employer match about $684,304 at 4% or $456,203 at 6%.
Schaefer Financial Management Profit Sharing Plan-6$7,962,438$328,466$54,744iApproximate average salary by contribution assumption: employee only about $1,368,608 at 4% or $912,406 at 6%; with 50% employer match about $912,406 at 4% or $608,270 at 6%; with 100% employer match about $684,304 at 4% or $456,203 at 6%.
202018$6,876,727$319,694$39,962iApproximate average salary by contribution assumption: employee only about $999,044 at 4% or $666,029 at 6%; with 50% employer match about $666,029 at 4% or $444,019 at 6%; with 100% employer match about $499,522 at 4% or $333,015 at 6%.
Schaefer Financial Management Profit Sharing Plan-8$6,876,727$319,694$39,962iApproximate average salary by contribution assumption: employee only about $999,044 at 4% or $666,029 at 6%; with 50% employer match about $666,029 at 4% or $444,019 at 6%; with 100% employer match about $499,522 at 4% or $333,015 at 6%.
201918$6,222,949$294,246$36,781iApproximate average salary by contribution assumption: employee only about $919,519 at 4% or $613,013 at 6%; with 50% employer match about $613,013 at 4% or $408,675 at 6%; with 100% employer match about $459,759 at 4% or $306,506 at 6%.
Schaefer Financial Management Profit Sharing Plan-8$6,222,949$294,246$36,781iApproximate average salary by contribution assumption: employee only about $919,519 at 4% or $613,013 at 6%; with 50% employer match about $613,013 at 4% or $408,675 at 6%; with 100% employer match about $459,759 at 4% or $306,506 at 6%.
201817$4,839,472$281,948$40,278iApproximate average salary by contribution assumption: employee only about $1,006,957 at 4% or $671,305 at 6%; with 50% employer match about $671,305 at 4% or $447,537 at 6%; with 100% employer match about $503,479 at 4% or $335,652 at 6%.
Schaefer Financial Management Profit Sharing Plan-7$4,839,472$281,948$40,278iApproximate average salary by contribution assumption: employee only about $1,006,957 at 4% or $671,305 at 6%; with 50% employer match about $671,305 at 4% or $447,537 at 6%; with 100% employer match about $503,479 at 4% or $335,652 at 6%.
201717$5,116,624$289,259$41,323iApproximate average salary by contribution assumption: employee only about $1,033,068 at 4% or $688,712 at 6%; with 50% employer match about $688,712 at 4% or $459,141 at 6%; with 100% employer match about $516,534 at 4% or $344,356 at 6%.
Schaefer Financial Management Profit Sharing Plan-7$5,116,624$289,259$41,323iApproximate average salary by contribution assumption: employee only about $1,033,068 at 4% or $688,712 at 6%; with 50% employer match about $688,712 at 4% or $459,141 at 6%; with 100% employer match about $516,534 at 4% or $344,356 at 6%.
201618$4,596,865$302,407$37,801iApproximate average salary by contribution assumption: employee only about $945,022 at 4% or $630,015 at 6%; with 50% employer match about $630,015 at 4% or $420,010 at 6%; with 100% employer match about $472,511 at 4% or $315,007 at 6%.
Schaefer Financial Management Profit Sharing Plan-8$4,596,865$302,407$37,801iApproximate average salary by contribution assumption: employee only about $945,022 at 4% or $630,015 at 6%; with 50% employer match about $630,015 at 4% or $420,010 at 6%; with 100% employer match about $472,511 at 4% or $315,007 at 6%.
201518$3,869,251$276,183$34,523iApproximate average salary by contribution assumption: employee only about $863,072 at 4% or $575,381 at 6%; with 50% employer match about $575,381 at 4% or $383,588 at 6%; with 100% employer match about $431,536 at 4% or $287,691 at 6%.
Schaefer Financial Management Profit Sharing Plan-8$3,869,251$276,183$34,523iApproximate average salary by contribution assumption: employee only about $863,072 at 4% or $575,381 at 6%; with 50% employer match about $575,381 at 4% or $383,588 at 6%; with 100% employer match about $431,536 at 4% or $287,691 at 6%.
201417$3,918,530$266,023$38,003iApproximate average salary by contribution assumption: employee only about $950,082 at 4% or $633,388 at 6%; with 50% employer match about $633,388 at 4% or $422,259 at 6%; with 100% employer match about $475,041 at 4% or $316,694 at 6%.
Schaefer Financial Management Profit Sharing Plan-7$3,918,530$266,023$38,003iApproximate average salary by contribution assumption: employee only about $950,082 at 4% or $633,388 at 6%; with 50% employer match about $633,388 at 4% or $422,259 at 6%; with 100% employer match about $475,041 at 4% or $316,694 at 6%.
201317$3,380,962$245,220$35,031iApproximate average salary by contribution assumption: employee only about $875,786 at 4% or $583,857 at 6%; with 50% employer match about $583,857 at 4% or $389,238 at 6%; with 100% employer match about $437,893 at 4% or $291,929 at 6%.
Schaefer Financial Management Profit Sharing Plan-7$3,380,962$245,220$35,031iApproximate average salary by contribution assumption: employee only about $875,786 at 4% or $583,857 at 6%; with 50% employer match about $583,857 at 4% or $389,238 at 6%; with 100% employer match about $437,893 at 4% or $291,929 at 6%.
201217$2,805,069$220,351$31,479iApproximate average salary by contribution assumption: employee only about $786,968 at 4% or $524,645 at 6%; with 50% employer match about $524,645 at 4% or $349,763 at 6%; with 100% employer match about $393,484 at 4% or $262,323 at 6%.
Schaefer Financial Management Profit Sharing Plan-7$2,805,069$220,351$31,479iApproximate average salary by contribution assumption: employee only about $786,968 at 4% or $524,645 at 6%; with 50% employer match about $524,645 at 4% or $349,763 at 6%; with 100% employer match about $393,484 at 4% or $262,323 at 6%.
201117$2,361,805$207,152$29,593iApproximate average salary by contribution assumption: employee only about $739,829 at 4% or $493,219 at 6%; with 50% employer match about $493,219 at 4% or $328,813 at 6%; with 100% employer match about $369,914 at 4% or $246,610 at 6%.
Schaefer Financial Management Profit Sharing Plan-7$2,361,805$207,152$29,593iApproximate average salary by contribution assumption: employee only about $739,829 at 4% or $493,219 at 6%; with 50% employer match about $493,219 at 4% or $328,813 at 6%; with 100% employer match about $369,914 at 4% or $246,610 at 6%.
201017$2,253,433$166,750$23,821iApproximate average salary by contribution assumption: employee only about $595,536 at 4% or $397,024 at 6%; with 50% employer match about $397,024 at 4% or $264,683 at 6%; with 100% employer match about $297,768 at 4% or $198,512 at 6%.
Schaefer Financial Management Profit Sharing Plan-7$2,253,433$166,750$23,821iApproximate average salary by contribution assumption: employee only about $595,536 at 4% or $397,024 at 6%; with 50% employer match about $397,024 at 4% or $264,683 at 6%; with 100% employer match about $297,768 at 4% or $198,512 at 6%.
200916$1,756,480$156,369$26,062iApproximate average salary by contribution assumption: employee only about $651,538 at 4% or $434,358 at 6%; with 50% employer match about $434,358 at 4% or $289,572 at 6%; with 100% employer match about $325,769 at 4% or $217,179 at 6%.
Schaefer Financial Management Profit Sharing Plan-6$1,756,480$156,369$26,062iApproximate average salary by contribution assumption: employee only about $651,538 at 4% or $434,358 at 6%; with 50% employer match about $434,358 at 4% or $289,572 at 6%; with 100% employer match about $325,769 at 4% or $217,179 at 6%.
200816$1,047,477$135,484$22,581iApproximate average salary by contribution assumption: employee only about $564,517 at 4% or $376,344 at 6%; with 50% employer match about $376,344 at 4% or $250,896 at 6%; with 100% employer match about $282,258 at 4% or $188,172 at 6%.
Schaefer Financial Management Profit Sharing Plan-6$1,047,477$135,484$22,581iApproximate average salary by contribution assumption: employee only about $564,517 at 4% or $376,344 at 6%; with 50% employer match about $376,344 at 4% or $250,896 at 6%; with 100% employer match about $282,258 at 4% or $188,172 at 6%.
200715$1,310,184$85,928$17,186iApproximate average salary by contribution assumption: employee only about $429,640 at 4% or $286,427 at 6%; with 50% employer match about $286,427 at 4% or $190,951 at 6%; with 100% employer match about $214,820 at 4% or $143,213 at 6%.
Schaefer Financial Management Profit Sharing Plan-5$1,310,184$85,928$17,186iApproximate average salary by contribution assumption: employee only about $429,640 at 4% or $286,427 at 6%; with 50% employer match about $286,427 at 4% or $190,951 at 6%; with 100% employer match about $214,820 at 4% or $143,213 at 6%.
200614$1,064,792$81,188$20,297iApproximate average salary by contribution assumption: employee only about $507,425 at 4% or $338,283 at 6%; with 50% employer match about $338,283 at 4% or $225,522 at 6%; with 100% employer match about $253,713 at 4% or $169,142 at 6%.
Schaefer Financial Management Profit Sharing Plan-4$1,064,792$81,188$20,297iApproximate average salary by contribution assumption: employee only about $507,425 at 4% or $338,283 at 6%; with 50% employer match about $338,283 at 4% or $225,522 at 6%; with 100% employer match about $253,713 at 4% or $169,142 at 6%.
200514$861,497$80,756$20,189iApproximate average salary by contribution assumption: employee only about $504,725 at 4% or $336,483 at 6%; with 50% employer match about $336,483 at 4% or $224,322 at 6%; with 100% employer match about $252,363 at 4% or $168,242 at 6%.
Schaefer Financial Management Profit Sharing Plan-4$861,497$80,756$20,189iApproximate average salary by contribution assumption: employee only about $504,725 at 4% or $336,483 at 6%; with 50% employer match about $336,483 at 4% or $224,322 at 6%; with 100% employer match about $252,363 at 4% or $168,242 at 6%.
200414$723,398$52,249$13,062iApproximate average salary by contribution assumption: employee only about $326,556 at 4% or $217,704 at 6%; with 50% employer match about $217,704 at 4% or $145,136 at 6%; with 100% employer match about $163,278 at 4% or $108,852 at 6%.
Schaefer Financial Management Profit Sharing Plan-4$723,398$52,249$13,062iApproximate average salary by contribution assumption: employee only about $326,556 at 4% or $217,704 at 6%; with 50% employer match about $217,704 at 4% or $145,136 at 6%; with 100% employer match about $163,278 at 4% or $108,852 at 6%.
200313$0$0-
Schaefer Financial Management Profit Sharing Plan-3---
200213$0$0-
Schaefer Financial Management Profit Sharing Plan-3---
200123$0$0-
SCHAEFER FINANCIAL MANAGEMENT INC MONEY PURCHASE PENSION PLAN-3---
Schaefer Financial Management Profit Sharing Plan-3---