Civic Intelligence

Schulte Institute PC.

Plan context: Schulte Institute PC. 401(K) Profit Sharing Plan

EIN 86-0395840 • Scottsdale, AZ • 20 filings • 4 plans

7101 E Indian School RoadScottsdale, AZ 85251
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$486,102

2024 Contributions

$5,053

Historical Graphs

Total Assets Over Time

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

$1,141,662$570,831$0199920182024YearValue
$486,102Latest year 2024

Participants Over Time

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

1160199920162024YearValue
2Latest 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
202412$486,102$5,053$2,527iApproximate average salary by contribution assumption: employee only about $63,163 at 4% or $42,108 at 6%; with 50% employer match about $42,108 at 4% or $28,072 at 6%; with 100% employer match about $31,581 at 4% or $21,054 at 6%.
Schulte Institute PC. 401(K) Profit Sharing Plan-2$486,102$5,053$2,527iApproximate average salary by contribution assumption: employee only about $63,163 at 4% or $42,108 at 6%; with 50% employer match about $42,108 at 4% or $28,072 at 6%; with 100% employer match about $31,581 at 4% or $21,054 at 6%.
202312$465,753$3,806$1,903iApproximate average salary by contribution assumption: employee only about $47,575 at 4% or $31,717 at 6%; with 50% employer match about $31,717 at 4% or $21,144 at 6%; with 100% employer match about $23,788 at 4% or $15,858 at 6%.
Schulte Institute PC. 401(K) Profit Sharing Plan-2$465,753$3,806$1,903iApproximate average salary by contribution assumption: employee only about $47,575 at 4% or $31,717 at 6%; with 50% employer match about $31,717 at 4% or $21,144 at 6%; with 100% employer match about $23,788 at 4% or $15,858 at 6%.
202213$438,322$573$191iApproximate average salary by contribution assumption: employee only about $4,775 at 4% or $3,183 at 6%; with 50% employer match about $3,183 at 4% or $2,122 at 6%; with 100% employer match about $2,388 at 4% or $1,592 at 6%.
Schulte Institute PC. 401(K) Profit Sharing Plan-3$438,322$573$191iApproximate average salary by contribution assumption: employee only about $4,775 at 4% or $3,183 at 6%; with 50% employer match about $3,183 at 4% or $2,122 at 6%; with 100% employer match about $2,388 at 4% or $1,592 at 6%.
202113$533,389$0-
Schulte Institute PC. 401(K) Profit Sharing Plan-3$533,389$0-
202013$533,077$65,724$21,908iApproximate average salary by contribution assumption: employee only about $547,700 at 4% or $365,133 at 6%; with 50% employer match about $365,133 at 4% or $243,422 at 6%; with 100% employer match about $273,850 at 4% or $182,567 at 6%.
Schulte Institute PC. 401(K) Profit Sharing Plan-3$533,077$65,724$21,908iApproximate average salary by contribution assumption: employee only about $547,700 at 4% or $365,133 at 6%; with 50% employer match about $365,133 at 4% or $243,422 at 6%; with 100% employer match about $273,850 at 4% or $182,567 at 6%.
201912$428,701$63,745$31,873iApproximate average salary by contribution assumption: employee only about $796,813 at 4% or $531,208 at 6%; with 50% employer match about $531,208 at 4% or $354,139 at 6%; with 100% employer match about $398,406 at 4% or $265,604 at 6%.
Schulte Institute PC. 401(K) Profit Sharing Plan-2$428,701$63,745$31,873iApproximate average salary by contribution assumption: employee only about $796,813 at 4% or $531,208 at 6%; with 50% employer match about $531,208 at 4% or $354,139 at 6%; with 100% employer match about $398,406 at 4% or $265,604 at 6%.
201813$354,792$67,089$22,363iApproximate average salary by contribution assumption: employee only about $559,075 at 4% or $372,717 at 6%; with 50% employer match about $372,717 at 4% or $248,478 at 6%; with 100% employer match about $279,538 at 4% or $186,358 at 6%.
Schulte Institute PC. 401(K) Profit Sharing Plan-3$354,792$67,089$22,363iApproximate average salary by contribution assumption: employee only about $559,075 at 4% or $372,717 at 6%; with 50% employer match about $372,717 at 4% or $248,478 at 6%; with 100% employer match about $279,538 at 4% or $186,358 at 6%.
201713$325,901$68,307$22,769iApproximate average salary by contribution assumption: employee only about $569,225 at 4% or $379,483 at 6%; with 50% employer match about $379,483 at 4% or $252,989 at 6%; with 100% employer match about $284,613 at 4% or $189,742 at 6%.
Schulte Institute PC. 401(K) Profit Sharing Plan-3$325,901$68,307$22,769iApproximate average salary by contribution assumption: employee only about $569,225 at 4% or $379,483 at 6%; with 50% employer match about $379,483 at 4% or $252,989 at 6%; with 100% employer match about $284,613 at 4% or $189,742 at 6%.
201614$245,849$68,465$17,116iApproximate average salary by contribution assumption: employee only about $427,906 at 4% or $285,271 at 6%; with 50% employer match about $285,271 at 4% or $190,181 at 6%; with 100% employer match about $213,953 at 4% or $142,635 at 6%.
Schulte Institute PC. 401(K) Profit Sharing Plan-4$245,849$68,465$17,116iApproximate average salary by contribution assumption: employee only about $427,906 at 4% or $285,271 at 6%; with 50% employer match about $285,271 at 4% or $190,181 at 6%; with 100% employer match about $213,953 at 4% or $142,635 at 6%.
201513$170,943$65,727$21,909iApproximate average salary by contribution assumption: employee only about $547,725 at 4% or $365,150 at 6%; with 50% employer match about $365,150 at 4% or $243,433 at 6%; with 100% employer match about $273,863 at 4% or $182,575 at 6%.
Schulte Institute PC. 401(K) Profit Sharing Plan-3$170,943$65,727$21,909iApproximate average salary by contribution assumption: employee only about $547,725 at 4% or $365,150 at 6%; with 50% employer match about $365,150 at 4% or $243,433 at 6%; with 100% employer match about $273,863 at 4% or $182,575 at 6%.
201412$112,646$63,160$31,580iApproximate average salary by contribution assumption: employee only about $789,500 at 4% or $526,333 at 6%; with 50% employer match about $526,333 at 4% or $350,889 at 6%; with 100% employer match about $394,750 at 4% or $263,167 at 6%.
Schulte Institute PC. 401(K) Profit Sharing Plan-2$112,646$63,160$31,580iApproximate average salary by contribution assumption: employee only about $789,500 at 4% or $526,333 at 6%; with 50% employer match about $526,333 at 4% or $350,889 at 6%; with 100% employer match about $394,750 at 4% or $263,167 at 6%.
201312$46,689$46,689$23,345iApproximate average salary by contribution assumption: employee only about $583,613 at 4% or $389,075 at 6%; with 50% employer match about $389,075 at 4% or $259,383 at 6%; with 100% employer match about $291,806 at 4% or $194,538 at 6%.
Schulte Institute PC. 401(K) Profit Sharing Plan-2$46,689$46,689$23,345iApproximate average salary by contribution assumption: employee only about $583,613 at 4% or $389,075 at 6%; with 50% employer match about $389,075 at 4% or $259,383 at 6%; with 100% employer match about $291,806 at 4% or $194,538 at 6%.
200910$0$0-
SCHULTE INSTITUTE, PC DEFINED BENEFIT PLAN-0---
200814$0$0-
SCHULTE INSTITUTE, PC DEFINED BENEFIT PLAN-4---
200410$0$0-
The Schulte Institute Restated Profit Sharing Plan-0---
200313$1,141,662$0-
The Schulte Institute Restated Profit Sharing Plan-3$1,141,662--
2002110$0$0-
The Schulte Institute Restated Profit Sharing Plan-10---
2001110$0$0-
The Schulte Institute Restated Profit Sharing Plan-10---
2000111$0$0-
The Schulte Institute Restated Profit Sharing Plan-11---
199919$911,847$22,300$2,478iApproximate average salary by contribution assumption: employee only about $61,944 at 4% or $41,296 at 6%; with 50% employer match about $41,296 at 4% or $27,531 at 6%; with 100% employer match about $30,972 at 4% or $20,648 at 6%.
The Schulte Institute Restated Profit Sharing Plan-9$911,847$22,300$2,478iApproximate average salary by contribution assumption: employee only about $61,944 at 4% or $41,296 at 6%; with 50% employer match about $41,296 at 4% or $27,531 at 6%; with 100% employer match about $30,972 at 4% or $20,648 at 6%.