Matt Schoenecker Agency Inc
Plan context: Matt Schoenecker Agency Inc 401(K) Profit Sharing Plan & Trust
EIN 84-1823957 • Portland, OR • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
13
2025 Assets
$107,771
2025 Contributions
$37,383
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 | 13 | $107,771 | $37,383 | $2,876iApproximate average salary by contribution assumption: employee only about $71,890 at 4% or $47,927 at 6%; with 50% employer match about $47,927 at 4% or $31,951 at 6%; with 100% employer match about $35,945 at 4% or $23,963 at 6%. |
| Matt Schoenecker Agency Inc 401(K) Profit Sharing Plan & Trust | - | 13 | $107,771 | $37,383 | $2,876iApproximate average salary by contribution assumption: employee only about $71,890 at 4% or $47,927 at 6%; with 50% employer match about $47,927 at 4% or $31,951 at 6%; with 100% employer match about $35,945 at 4% or $23,963 at 6%. |
| 2024 | 1 | 10 | $58,994 | $23,831 | $2,383iApproximate average salary by contribution assumption: employee only about $59,578 at 4% or $39,718 at 6%; with 50% employer match about $39,718 at 4% or $26,479 at 6%; with 100% employer match about $29,789 at 4% or $19,859 at 6%. |
| Matt Schoenecker Agency Inc 401(K) Profit Sharing Plan & Trust | - | 10 | $58,994 | $23,831 | $2,383iApproximate average salary by contribution assumption: employee only about $59,578 at 4% or $39,718 at 6%; with 50% employer match about $39,718 at 4% or $26,479 at 6%; with 100% employer match about $29,789 at 4% or $19,859 at 6%. |
| 2023 | 1 | 6 | $31,886 | $18,385 | $3,064iApproximate average salary by contribution assumption: employee only about $76,604 at 4% or $51,069 at 6%; with 50% employer match about $51,069 at 4% or $34,046 at 6%; with 100% employer match about $38,302 at 4% or $25,535 at 6%. |
| Matt Schoenecker Agency Inc 401(K) Profit Sharing Plan & Trust | - | 6 | $31,886 | $18,385 | $3,064iApproximate average salary by contribution assumption: employee only about $76,604 at 4% or $51,069 at 6%; with 50% employer match about $51,069 at 4% or $34,046 at 6%; with 100% employer match about $38,302 at 4% or $25,535 at 6%. |
| 2022 | 1 | 3 | $16,249 | $17,529 | $5,843iApproximate average salary by contribution assumption: employee only about $146,075 at 4% or $97,383 at 6%; with 50% employer match about $97,383 at 4% or $64,922 at 6%; with 100% employer match about $73,038 at 4% or $48,692 at 6%. |
| Matt Schoenecker Agency Inc 401(K) Profit Sharing Plan & Trust | - | 3 | $16,249 | $17,529 | $5,843iApproximate average salary by contribution assumption: employee only about $146,075 at 4% or $97,383 at 6%; with 50% employer match about $97,383 at 4% or $64,922 at 6%; with 100% employer match about $73,038 at 4% or $48,692 at 6%. |
| 2021 | 1 | 0 | $0 | $0 | - |
| Matt Schoenecker Agency Inc 401(K) Profit Sharing Plan & Trust | - | 0 | $0 | - | - |