Civic Intelligence

Barclay D. Schulz & Associates

Plan context: Barclay D. Schulz & Associates Target Benefit Plan

EIN 86-0200091 • Phoenix, AZ • 22 filings • 3 plans

3101 N. Central Ave., Suite 730Phoenix, AZ 85012
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$3,227,948

2020 Contributions

$12,250

Historical Graphs

Total Assets Over Time

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

$3,227,948$1,613,974$0199920112019YearValue
$3,227,948Latest year 2019

Participants Over Time

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

320199920092019YearValue
3Latest year 2019

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
202010$0$0-
Barclay D. Schulz & Associates Target Benefit Plan-0$0--
201913$3,227,948$12,250$4,083iApproximate average salary by contribution assumption: employee only about $102,083 at 4% or $68,056 at 6%; with 50% employer match about $68,056 at 4% or $45,370 at 6%; with 100% employer match about $51,042 at 4% or $34,028 at 6%.
Barclay D. Schulz & Associates Target Benefit Plan-3$3,227,948$12,250$4,083iApproximate average salary by contribution assumption: employee only about $102,083 at 4% or $68,056 at 6%; with 50% employer match about $68,056 at 4% or $45,370 at 6%; with 100% employer match about $51,042 at 4% or $34,028 at 6%.
201813$2,674,455$37,051$12,350iApproximate average salary by contribution assumption: employee only about $308,758 at 4% or $205,839 at 6%; with 50% employer match about $205,839 at 4% or $137,226 at 6%; with 100% employer match about $154,379 at 4% or $102,919 at 6%.
Barclay D. Schulz & Associates Target Benefit Plan-3$2,674,455$37,051$12,350iApproximate average salary by contribution assumption: employee only about $308,758 at 4% or $205,839 at 6%; with 50% employer match about $205,839 at 4% or $137,226 at 6%; with 100% employer match about $154,379 at 4% or $102,919 at 6%.
201713$2,928,829$36,525$12,175iApproximate average salary by contribution assumption: employee only about $304,375 at 4% or $202,917 at 6%; with 50% employer match about $202,917 at 4% or $135,278 at 6%; with 100% employer match about $152,188 at 4% or $101,458 at 6%.
Barclay D. Schulz & Associates Target Benefit Plan-3$2,928,829$36,525$12,175iApproximate average salary by contribution assumption: employee only about $304,375 at 4% or $202,917 at 6%; with 50% employer match about $202,917 at 4% or $135,278 at 6%; with 100% employer match about $152,188 at 4% or $101,458 at 6%.
201613$2,577,174$36,525$12,175iApproximate average salary by contribution assumption: employee only about $304,375 at 4% or $202,917 at 6%; with 50% employer match about $202,917 at 4% or $135,278 at 6%; with 100% employer match about $152,188 at 4% or $101,458 at 6%.
Barclay D. Schulz & Associates Target Benefit Plan-3$2,577,174$36,525$12,175iApproximate average salary by contribution assumption: employee only about $304,375 at 4% or $202,917 at 6%; with 50% employer match about $202,917 at 4% or $135,278 at 6%; with 100% employer match about $152,188 at 4% or $101,458 at 6%.
201513$2,328,273$42,759$14,253iApproximate average salary by contribution assumption: employee only about $356,325 at 4% or $237,550 at 6%; with 50% employer match about $237,550 at 4% or $158,367 at 6%; with 100% employer match about $178,163 at 4% or $118,775 at 6%.
Barclay D. Schulz & Associates Target Benefit Plan-3$2,328,273$42,759$14,253iApproximate average salary by contribution assumption: employee only about $356,325 at 4% or $237,550 at 6%; with 50% employer match about $237,550 at 4% or $158,367 at 6%; with 100% employer match about $178,163 at 4% or $118,775 at 6%.
201413$2,454,009$53,033$17,678iApproximate average salary by contribution assumption: employee only about $441,942 at 4% or $294,628 at 6%; with 50% employer match about $294,628 at 4% or $196,419 at 6%; with 100% employer match about $220,971 at 4% or $147,314 at 6%.
Barclay D. Schulz & Associates Target Benefit Plan-3$2,454,009$53,033$17,678iApproximate average salary by contribution assumption: employee only about $441,942 at 4% or $294,628 at 6%; with 50% employer match about $294,628 at 4% or $196,419 at 6%; with 100% employer match about $220,971 at 4% or $147,314 at 6%.
201313$2,330,067$50,073$16,691iApproximate average salary by contribution assumption: employee only about $417,275 at 4% or $278,183 at 6%; with 50% employer match about $278,183 at 4% or $185,456 at 6%; with 100% employer match about $208,638 at 4% or $139,092 at 6%.
Barclay D. Schulz & Associates Target Benefit Plan-3$2,330,067$50,073$16,691iApproximate average salary by contribution assumption: employee only about $417,275 at 4% or $278,183 at 6%; with 50% employer match about $278,183 at 4% or $185,456 at 6%; with 100% employer match about $208,638 at 4% or $139,092 at 6%.
201213$1,883,292$51,271$17,090iApproximate average salary by contribution assumption: employee only about $427,258 at 4% or $284,839 at 6%; with 50% employer match about $284,839 at 4% or $189,893 at 6%; with 100% employer match about $213,629 at 4% or $142,419 at 6%.
Barclay D. Schulz & Associates Target Benefit Plan-3$1,883,292$51,271$17,090iApproximate average salary by contribution assumption: employee only about $427,258 at 4% or $284,839 at 6%; with 50% employer match about $284,839 at 4% or $189,893 at 6%; with 100% employer match about $213,629 at 4% or $142,419 at 6%.
201113$1,634,830$41,156$13,719iApproximate average salary by contribution assumption: employee only about $342,967 at 4% or $228,644 at 6%; with 50% employer match about $228,644 at 4% or $152,430 at 6%; with 100% employer match about $171,483 at 4% or $114,322 at 6%.
Barclay D. Schulz & Associates Target Benefit Plan-3$1,634,830$41,156$13,719iApproximate average salary by contribution assumption: employee only about $342,967 at 4% or $228,644 at 6%; with 50% employer match about $228,644 at 4% or $152,430 at 6%; with 100% employer match about $171,483 at 4% or $114,322 at 6%.
201013$1,811,525$41,973$13,991iApproximate average salary by contribution assumption: employee only about $349,775 at 4% or $233,183 at 6%; with 50% employer match about $233,183 at 4% or $155,456 at 6%; with 100% employer match about $174,888 at 4% or $116,592 at 6%.
Barclay D. Schulz & Associates Target Benefit Plan-3$1,811,525$41,973$13,991iApproximate average salary by contribution assumption: employee only about $349,775 at 4% or $233,183 at 6%; with 50% employer match about $233,183 at 4% or $155,456 at 6%; with 100% employer match about $174,888 at 4% or $116,592 at 6%.
200913$1,587,302$34,974$11,658iApproximate average salary by contribution assumption: employee only about $291,450 at 4% or $194,300 at 6%; with 50% employer match about $194,300 at 4% or $129,533 at 6%; with 100% employer match about $145,725 at 4% or $97,150 at 6%.
Barclay D. Schulz & Associates Target Benefit Plan-3$1,587,302$34,974$11,658iApproximate average salary by contribution assumption: employee only about $291,450 at 4% or $194,300 at 6%; with 50% employer match about $194,300 at 4% or $129,533 at 6%; with 100% employer match about $145,725 at 4% or $97,150 at 6%.
200813$1,455,954$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Barclay D. Schulz & Associates Target Benefit Plan-3$1,455,954$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
200713$0$0-
Barclay D. Schulz & Associates Target Benefit Plan-3---
200613$2,202,209$48,900$16,300iApproximate average salary by contribution assumption: employee only about $407,500 at 4% or $271,667 at 6%; with 50% employer match about $271,667 at 4% or $181,111 at 6%; with 100% employer match about $203,750 at 4% or $135,833 at 6%.
Barclay D. Schulz & Associates Target Benefit Plan-3$2,202,209$48,900$16,300iApproximate average salary by contribution assumption: employee only about $407,500 at 4% or $271,667 at 6%; with 50% employer match about $271,667 at 4% or $181,111 at 6%; with 100% employer match about $203,750 at 4% or $135,833 at 6%.
200513$1,868,889$46,820$15,607iApproximate average salary by contribution assumption: employee only about $390,167 at 4% or $260,111 at 6%; with 50% employer match about $260,111 at 4% or $173,407 at 6%; with 100% employer match about $195,083 at 4% or $130,056 at 6%.
Barclay D. Schulz & Associates Target Benefit Plan-3$1,868,889$46,820$15,607iApproximate average salary by contribution assumption: employee only about $390,167 at 4% or $260,111 at 6%; with 50% employer match about $260,111 at 4% or $173,407 at 6%; with 100% employer match about $195,083 at 4% or $130,056 at 6%.
200413$1,694,032$45,820$15,273iApproximate average salary by contribution assumption: employee only about $381,833 at 4% or $254,556 at 6%; with 50% employer match about $254,556 at 4% or $169,704 at 6%; with 100% employer match about $190,917 at 4% or $127,278 at 6%.
Barclay D. Schulz & Associates Target Benefit Plan-3$1,694,032$45,820$15,273iApproximate average salary by contribution assumption: employee only about $381,833 at 4% or $254,556 at 6%; with 50% employer match about $254,556 at 4% or $169,704 at 6%; with 100% employer match about $190,917 at 4% or $127,278 at 6%.
200313$1,503,559$34,214$11,405iApproximate average salary by contribution assumption: employee only about $285,117 at 4% or $190,078 at 6%; with 50% employer match about $190,078 at 4% or $126,719 at 6%; with 100% employer match about $142,558 at 4% or $95,039 at 6%.
Barclay D. Schulz & Associates Target Benefit Plan-3$1,503,559$34,214$11,405iApproximate average salary by contribution assumption: employee only about $285,117 at 4% or $190,078 at 6%; with 50% employer match about $190,078 at 4% or $126,719 at 6%; with 100% employer match about $142,558 at 4% or $95,039 at 6%.
200213$1,138,602$38,335$12,778iApproximate average salary by contribution assumption: employee only about $319,458 at 4% or $212,972 at 6%; with 50% employer match about $212,972 at 4% or $141,981 at 6%; with 100% employer match about $159,729 at 4% or $106,486 at 6%.
Barclay D. Schulz & Associates Target Benefit Plan-3$1,138,602$38,335$12,778iApproximate average salary by contribution assumption: employee only about $319,458 at 4% or $212,972 at 6%; with 50% employer match about $212,972 at 4% or $141,981 at 6%; with 100% employer match about $159,729 at 4% or $106,486 at 6%.
200113$0$0-
Barclay D. Schulz & Associates Target Benefit Plan-3---
200013$0$0-
Barclay D. Schulz & Associates Target Benefit Plan-3---
199913$1,377,574$33,318$11,106iApproximate average salary by contribution assumption: employee only about $277,650 at 4% or $185,100 at 6%; with 50% employer match about $185,100 at 4% or $123,400 at 6%; with 100% employer match about $138,825 at 4% or $92,550 at 6%.
Barclay D. Schulz & Associates Target Benefit Plan-3$1,377,574$33,318$11,106iApproximate average salary by contribution assumption: employee only about $277,650 at 4% or $185,100 at 6%; with 50% employer match about $185,100 at 4% or $123,400 at 6%; with 100% employer match about $138,825 at 4% or $92,550 at 6%.