Civic Intelligence

Scheinbaum & Russek Ltd.

Plan context: SCHEINBAUM & RUSSEK, LTD. 401(K) PROFIT SHARING PLAN

EIN 85-0381416 • Santa Fe, NM • 35 filings • 4 plans

369 Montezuma Avenue, Suite 345Santa Fe, NM 87501-2626
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,619,953

2024 Contributions

$89,995

Historical Graphs

Total Assets Over Time

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

$1,619,953$809,977$0200420152023YearValue
$1,619,953Latest year 2023

Participants Over Time

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

320200420142023YearValue
3Latest year 2023

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
202410$0$0-
SCHEINBAUM & RUSSEK, LTD. 401(K) PROFIT SHARING PLAN-0$0--
202313$1,619,953$0-
SCHEINBAUM & RUSSEK, LTD. 401(K) PROFIT SHARING PLAN-3$1,619,953--
202223$1,456,344$89,995$29,998iApproximate average salary by contribution assumption: employee only about $749,958 at 4% or $499,972 at 6%; with 50% employer match about $499,972 at 4% or $333,315 at 6%; with 100% employer match about $374,979 at 4% or $249,986 at 6%.
SCHEINBAUM & RUSSEK, LTD. 401(K) PROFIT SHARING PLAN-3$1,456,344$89,995$29,998iApproximate average salary by contribution assumption: employee only about $749,958 at 4% or $499,972 at 6%; with 50% employer match about $499,972 at 4% or $333,315 at 6%; with 100% employer match about $374,979 at 4% or $249,986 at 6%.
Scheinbaum & Russek Ltd. Retirement Plan-0$0--
202123$1,602,285$0-
SCHEINBAUM & RUSSEK, LTD. 401(K) PROFIT SHARING PLAN-3$1,512,740--
Scheinbaum & Russek Ltd. Retirement Plan-3$89,545--
202023$1,615,878$0-
SCHEINBAUM & RUSSEK, LTD. 401(K) PROFIT SHARING PLAN-3$1,526,390--
Scheinbaum & Russek Ltd. Retirement Plan-3$89,488--
201923$1,332,197$0-
SCHEINBAUM & RUSSEK, LTD. 401(K) PROFIT SHARING PLAN-3$1,242,709--
Scheinbaum & Russek Ltd. Retirement Plan-3$89,488--
201823$1,127,844$0-
SCHEINBAUM & RUSSEK, LTD. 401(K) PROFIT SHARING PLAN-3$1,038,920--
Scheinbaum & Russek Ltd. Retirement Plan-3$88,924--
201723$1,241,257$34,208$11,403iApproximate average salary by contribution assumption: employee only about $285,067 at 4% or $190,044 at 6%; with 50% employer match about $190,044 at 4% or $126,696 at 6%; with 100% employer match about $142,533 at 4% or $95,022 at 6%.
SCHEINBAUM & RUSSEK, LTD. 401(K) PROFIT SHARING PLAN-3$1,152,617--
Scheinbaum & Russek Ltd. Retirement Plan-3$88,640$34,208$11,403iApproximate average salary by contribution assumption: employee only about $285,067 at 4% or $190,044 at 6%; with 50% employer match about $190,044 at 4% or $126,696 at 6%; with 100% employer match about $142,533 at 4% or $95,022 at 6%.
201623$1,157,572$0-
SCHEINBAUM & RUSSEK, LTD. 401(K) PROFIT SHARING PLAN-3$1,103,198--
Scheinbaum & Russek Ltd. Retirement Plan-3$54,374--
201523$1,143,947$54,908$18,303iApproximate average salary by contribution assumption: employee only about $457,567 at 4% or $305,044 at 6%; with 50% employer match about $305,044 at 4% or $203,363 at 6%; with 100% employer match about $228,783 at 4% or $152,522 at 6%.
SCHEINBAUM & RUSSEK, LTD. 401(K) PROFIT SHARING PLAN-3$1,089,639$600$200iApproximate average salary by contribution assumption: employee only about $5,000 at 4% or $3,333 at 6%; with 50% employer match about $3,333 at 4% or $2,222 at 6%; with 100% employer match about $2,500 at 4% or $1,667 at 6%.
Scheinbaum & Russek Ltd. Retirement Plan-3$54,308$54,308$18,103iApproximate average salary by contribution assumption: employee only about $452,567 at 4% or $301,711 at 6%; with 50% employer match about $301,711 at 4% or $201,141 at 6%; with 100% employer match about $226,283 at 4% or $150,856 at 6%.
201413$1,121,338$800$267iApproximate average salary by contribution assumption: employee only about $6,667 at 4% or $4,444 at 6%; with 50% employer match about $4,444 at 4% or $2,963 at 6%; with 100% employer match about $3,333 at 4% or $2,222 at 6%.
SCHEINBAUM & RUSSEK, LTD. 401(K) PROFIT SHARING PLAN-3$1,121,338$800$267iApproximate average salary by contribution assumption: employee only about $6,667 at 4% or $4,444 at 6%; with 50% employer match about $4,444 at 4% or $2,963 at 6%; with 100% employer match about $3,333 at 4% or $2,222 at 6%.
201313$1,091,231$25,873$8,624iApproximate average salary by contribution assumption: employee only about $215,608 at 4% or $143,739 at 6%; with 50% employer match about $143,739 at 4% or $95,826 at 6%; with 100% employer match about $107,804 at 4% or $71,869 at 6%.
SCHEINBAUM & RUSSEK, LTD. 401(K) PROFIT SHARING PLAN-3$1,091,231$25,873$8,624iApproximate average salary by contribution assumption: employee only about $215,608 at 4% or $143,739 at 6%; with 50% employer match about $143,739 at 4% or $95,826 at 6%; with 100% employer match about $107,804 at 4% or $71,869 at 6%.
201213$1,010,678$0-
SCHEINBAUM & RUSSEK, LTD. 401(K) PROFIT SHARING PLAN-3$1,010,678--
201113$922,714$22,000$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%.
SCHEINBAUM & RUSSEK, LTD. 401(K) PROFIT SHARING PLAN-3$922,714$22,000$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%.
201013$876,675$0-
SCHEINBAUM & RUSSEK, LTD. 401(K) PROFIT SHARING PLAN-3$876,675--
200923$792,952$726,476$242,159iApproximate average salary by contribution assumption: employee only about $6,053,967 at 4% or $4,035,978 at 6%; with 50% employer match about $4,035,978 at 4% or $2,690,652 at 6%; with 100% employer match about $3,026,983 at 4% or $2,017,989 at 6%.
SCHEINBAUM & RUSSEK, LTD. 401(K) PROFIT SHARING PLAN-3$792,952$726,476$242,159iApproximate average salary by contribution assumption: employee only about $6,053,967 at 4% or $4,035,978 at 6%; with 50% employer match about $4,035,978 at 4% or $2,690,652 at 6%; with 100% employer match about $3,026,983 at 4% or $2,017,989 at 6%.
SCHEINBAUM & RUSSEK, LTD. DEFINED BENEFIT PENSION PLAN-0$0--
200823$0$0-
SCHEINBAUM & RUSSEK, LTD. DEFINED BENEFIT PENSION PLAN-3---
SCHEINBAUM & RUSSEK, LTD. 401K PROFIT SHARING PLAN-3---
200723$0$0-
SCHEINBAUM & RUSSEK, LTD. 401K PROFIT SHARING PLAN-3---
SCHEINBAUM & RUSSEK, LTD. DEFINED BENEFIT PENSION PLAN-3---
200623$737,015$663$221iApproximate average salary by contribution assumption: employee only about $5,525 at 4% or $3,683 at 6%; with 50% employer match about $3,683 at 4% or $2,456 at 6%; with 100% employer match about $2,763 at 4% or $1,842 at 6%.
SCHEINBAUM & RUSSEK, LTD. DEFINED BENEFIT PENSION PLAN-3$695,049--
SCHEINBAUM & RUSSEK, LTD. 401K PROFIT SHARING PLAN-3$41,966$663$221iApproximate average salary by contribution assumption: employee only about $5,525 at 4% or $3,683 at 6%; with 50% employer match about $3,683 at 4% or $2,456 at 6%; with 100% employer match about $2,763 at 4% or $1,842 at 6%.
200523$576,877$18,688$6,229iApproximate average salary by contribution assumption: employee only about $155,733 at 4% or $103,822 at 6%; with 50% employer match about $103,822 at 4% or $69,215 at 6%; with 100% employer match about $77,867 at 4% or $51,911 at 6%.
SCHEINBAUM & RUSSEK, LTD. DEFINED BENEFIT PENSION PLAN-3$537,283--
SCHEINBAUM & RUSSEK, LTD. 401K PROFIT SHARING PLAN-3$39,594$18,688$6,229iApproximate average salary by contribution assumption: employee only about $155,733 at 4% or $103,822 at 6%; with 50% employer match about $103,822 at 4% or $69,215 at 6%; with 100% employer match about $77,867 at 4% or $51,911 at 6%.
200423$542,223$20,100$6,700iApproximate average salary by contribution assumption: employee only about $167,500 at 4% or $111,667 at 6%; with 50% employer match about $111,667 at 4% or $74,444 at 6%; with 100% employer match about $83,750 at 4% or $55,833 at 6%.
SCHEINBAUM & RUSSEK, LTD. DEFINED BENEFIT PENSION PLAN-3$522,123--
SCHEINBAUM & RUSSEK, LTD. 401K PROFIT SHARING PLAN-3$20,100$20,100$6,700iApproximate average salary by contribution assumption: employee only about $167,500 at 4% or $111,667 at 6%; with 50% employer match about $111,667 at 4% or $74,444 at 6%; with 100% employer match about $83,750 at 4% or $55,833 at 6%.