Civic Intelligence

Schleier, Jellison & Schleier PC.

Plan context: Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust

EIN 86-0646184 • Phoenix, AZ • 25 filings • 4 plans

4600 E. Shea Blvd., Suite 208Phoenix, AZ 85022
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$2,072,662

2023 Contributions

$79,787

Historical Graphs

Total Assets Over Time

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

$2,526,504$1,263,252$0199920152022YearValue
$2,072,662Latest year 2022

Participants Over Time

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

950199920112022YearValue
5Latest year 2022

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
202310$0$0-
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-0$0--
202215$2,072,662$79,787$15,957iApproximate average salary by contribution assumption: employee only about $398,935 at 4% or $265,957 at 6%; with 50% employer match about $265,957 at 4% or $177,304 at 6%; with 100% employer match about $199,468 at 4% or $132,978 at 6%.
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-5$2,072,662$79,787$15,957iApproximate average salary by contribution assumption: employee only about $398,935 at 4% or $265,957 at 6%; with 50% employer match about $265,957 at 4% or $177,304 at 6%; with 100% employer match about $199,468 at 4% or $132,978 at 6%.
202116$2,526,504$82,125$13,688iApproximate average salary by contribution assumption: employee only about $342,188 at 4% or $228,125 at 6%; with 50% employer match about $228,125 at 4% or $152,083 at 6%; with 100% employer match about $171,094 at 4% or $114,063 at 6%.
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-6$2,526,504$82,125$13,688iApproximate average salary by contribution assumption: employee only about $342,188 at 4% or $228,125 at 6%; with 50% employer match about $228,125 at 4% or $152,083 at 6%; with 100% employer match about $171,094 at 4% or $114,063 at 6%.
202016$2,051,542$81,869$13,645iApproximate average salary by contribution assumption: employee only about $341,121 at 4% or $227,414 at 6%; with 50% employer match about $227,414 at 4% or $151,609 at 6%; with 100% employer match about $170,560 at 4% or $113,707 at 6%.
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-6$2,051,542$81,869$13,645iApproximate average salary by contribution assumption: employee only about $341,121 at 4% or $227,414 at 6%; with 50% employer match about $227,414 at 4% or $151,609 at 6%; with 100% employer match about $170,560 at 4% or $113,707 at 6%.
201916$1,771,585$7,655$1,276iApproximate average salary by contribution assumption: employee only about $31,896 at 4% or $21,264 at 6%; with 50% employer match about $21,264 at 4% or $14,176 at 6%; with 100% employer match about $15,948 at 4% or $10,632 at 6%.
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-6$1,771,585$7,655$1,276iApproximate average salary by contribution assumption: employee only about $31,896 at 4% or $21,264 at 6%; with 50% employer match about $21,264 at 4% or $14,176 at 6%; with 100% employer match about $15,948 at 4% or $10,632 at 6%.
201816$1,696,049$71,834$11,972iApproximate average salary by contribution assumption: employee only about $299,308 at 4% or $199,539 at 6%; with 50% employer match about $199,539 at 4% or $133,026 at 6%; with 100% employer match about $149,654 at 4% or $99,769 at 6%.
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-6$1,696,049$71,834$11,972iApproximate average salary by contribution assumption: employee only about $299,308 at 4% or $199,539 at 6%; with 50% employer match about $199,539 at 4% or $133,026 at 6%; with 100% employer match about $149,654 at 4% or $99,769 at 6%.
201716$1,460,680$65,766$10,961iApproximate average salary by contribution assumption: employee only about $274,025 at 4% or $182,683 at 6%; with 50% employer match about $182,683 at 4% or $121,789 at 6%; with 100% employer match about $137,013 at 4% or $91,342 at 6%.
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-6$1,460,680$65,766$10,961iApproximate average salary by contribution assumption: employee only about $274,025 at 4% or $182,683 at 6%; with 50% employer match about $182,683 at 4% or $121,789 at 6%; with 100% employer match about $137,013 at 4% or $91,342 at 6%.
201617$1,355,957$74,105$10,586iApproximate average salary by contribution assumption: employee only about $264,661 at 4% or $176,440 at 6%; with 50% employer match about $176,440 at 4% or $117,627 at 6%; with 100% employer match about $132,330 at 4% or $88,220 at 6%.
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-7$1,355,957$74,105$10,586iApproximate average salary by contribution assumption: employee only about $264,661 at 4% or $176,440 at 6%; with 50% employer match about $176,440 at 4% or $117,627 at 6%; with 100% employer match about $132,330 at 4% or $88,220 at 6%.
201516$1,091,223$65,187$10,865iApproximate average salary by contribution assumption: employee only about $271,613 at 4% or $181,075 at 6%; with 50% employer match about $181,075 at 4% or $120,717 at 6%; with 100% employer match about $135,806 at 4% or $90,538 at 6%.
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-6$1,091,223$65,187$10,865iApproximate average salary by contribution assumption: employee only about $271,613 at 4% or $181,075 at 6%; with 50% employer match about $181,075 at 4% or $120,717 at 6%; with 100% employer match about $135,806 at 4% or $90,538 at 6%.
201416$993,216$69,759$11,627iApproximate average salary by contribution assumption: employee only about $290,663 at 4% or $193,775 at 6%; with 50% employer match about $193,775 at 4% or $129,183 at 6%; with 100% employer match about $145,331 at 4% or $96,888 at 6%.
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-6$993,216$69,759$11,627iApproximate average salary by contribution assumption: employee only about $290,663 at 4% or $193,775 at 6%; with 50% employer match about $193,775 at 4% or $129,183 at 6%; with 100% employer match about $145,331 at 4% or $96,888 at 6%.
201316$904,659$70,250$11,708iApproximate average salary by contribution assumption: employee only about $292,708 at 4% or $195,139 at 6%; with 50% employer match about $195,139 at 4% or $130,093 at 6%; with 100% employer match about $146,354 at 4% or $97,569 at 6%.
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-6$904,659$70,250$11,708iApproximate average salary by contribution assumption: employee only about $292,708 at 4% or $195,139 at 6%; with 50% employer match about $195,139 at 4% or $130,093 at 6%; with 100% employer match about $146,354 at 4% or $97,569 at 6%.
201216$764,521$60,841$10,140iApproximate average salary by contribution assumption: employee only about $253,504 at 4% or $169,003 at 6%; with 50% employer match about $169,003 at 4% or $112,669 at 6%; with 100% employer match about $126,752 at 4% or $84,501 at 6%.
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-6$764,521$60,841$10,140iApproximate average salary by contribution assumption: employee only about $253,504 at 4% or $169,003 at 6%; with 50% employer match about $169,003 at 4% or $112,669 at 6%; with 100% employer match about $126,752 at 4% or $84,501 at 6%.
201116$580,952$65,455$10,909iApproximate average salary by contribution assumption: employee only about $272,729 at 4% or $181,819 at 6%; with 50% employer match about $181,819 at 4% or $121,213 at 6%; with 100% employer match about $136,365 at 4% or $90,910 at 6%.
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-6$580,952$65,455$10,909iApproximate average salary by contribution assumption: employee only about $272,729 at 4% or $181,819 at 6%; with 50% employer match about $181,819 at 4% or $121,213 at 6%; with 100% employer match about $136,365 at 4% or $90,910 at 6%.
201017$465,753$60,806$8,687iApproximate average salary by contribution assumption: employee only about $217,164 at 4% or $144,776 at 6%; with 50% employer match about $144,776 at 4% or $96,517 at 6%; with 100% employer match about $108,582 at 4% or $72,388 at 6%.
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-7$465,753$60,806$8,687iApproximate average salary by contribution assumption: employee only about $217,164 at 4% or $144,776 at 6%; with 50% employer match about $144,776 at 4% or $96,517 at 6%; with 100% employer match about $108,582 at 4% or $72,388 at 6%.
200927$395,636$63,143$9,020iApproximate average salary by contribution assumption: employee only about $225,511 at 4% or $150,340 at 6%; with 50% employer match about $150,340 at 4% or $100,227 at 6%; with 100% employer match about $112,755 at 4% or $75,170 at 6%.
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-7$395,636$63,143$9,020iApproximate average salary by contribution assumption: employee only about $225,511 at 4% or $150,340 at 6%; with 50% employer match about $150,340 at 4% or $100,227 at 6%; with 100% employer match about $112,755 at 4% or $75,170 at 6%.
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-----
200717$0$0-
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-7---
200617$0$0-
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-7---
200519$0$0-
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-9---
200417$69,051$69,051$9,864iApproximate average salary by contribution assumption: employee only about $246,611 at 4% or $164,407 at 6%; with 50% employer match about $164,407 at 4% or $109,605 at 6%; with 100% employer match about $123,305 at 4% or $82,204 at 6%.
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-7$69,051$69,051$9,864iApproximate average salary by contribution assumption: employee only about $246,611 at 4% or $164,407 at 6%; with 50% employer match about $164,407 at 4% or $109,605 at 6%; with 100% employer match about $123,305 at 4% or $82,204 at 6%.
200316$0$0-
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-6---
200216$0$0-
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-6---
200116$0$0-
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-6---
200016$0$0-
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-6---
199916$740,362$41,542$6,924iApproximate average salary by contribution assumption: employee only about $173,092 at 4% or $115,394 at 6%; with 50% employer match about $115,394 at 4% or $76,930 at 6%; with 100% employer match about $86,546 at 4% or $57,697 at 6%.
Schleier, Jellison & Schleier PC. Defined Benefit Pension Plan and Trust-6$740,362$41,542$6,924iApproximate average salary by contribution assumption: employee only about $173,092 at 4% or $115,394 at 6%; with 50% employer match about $115,394 at 4% or $76,930 at 6%; with 100% employer match about $86,546 at 4% or $57,697 at 6%.