Civic Intelligence

Schmocker Investments Inc.

Plan context: Schmocker Investments Inc. Retirement Plan

EIN 87-2263203 • 4 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$100,134

2024 Contributions

$99,656

Historical Graphs

Total Assets Over Time

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

$125,000$62,500$0202120232024YearValue
$100,134Latest year 2024

Participants Over Time

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

110202120232024YearValue
1Latest 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
202411$100,134$0-
Schmocker Investments Inc. Retirement Plan-1$100,134--
202311$125,000$0-
Schmocker Investments Inc. Retirement Plan-1$125,000--
202211$100,000$0-
Schmocker Investments Inc. Retirement Plan-1$100,000--
202111$100,000$99,656$99,656iApproximate average salary by contribution assumption: employee only about $2,491,400 at 4% or $1,660,933 at 6%; with 50% employer match about $1,660,933 at 4% or $1,107,289 at 6%; with 100% employer match about $1,245,700 at 4% or $830,467 at 6%.
Schmocker Investments Inc. Retirement Plan-1$100,000$99,656$99,656iApproximate average salary by contribution assumption: employee only about $2,491,400 at 4% or $1,660,933 at 6%; with 50% employer match about $1,660,933 at 4% or $1,107,289 at 6%; with 100% employer match about $1,245,700 at 4% or $830,467 at 6%.