Civic Intelligence

Hoffman Stewart Schmidt PC

Plan context: Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust

EIN 93-0743240 • Lake Oswego, OR • 40 filings • 8 plans

4900 Meadows RoadSuite 200Lake Oswego, OR 97035
Current Snapshot

Latest Year

2024

2024 Participants

80

2024 Assets

$21,680,466

2024 Contributions

$1,395,239

Historical Graphs

Total Assets Over Time

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

$21,680,466$10,840,233$0199920142024YearValue
$21,680,466Latest year 2024

Participants Over Time

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

80400199920122024YearValue
80Latest 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
2024180$21,680,466$1,395,239$17,440iApproximate average salary by contribution assumption: employee only about $436,012 at 4% or $290,675 at 6%; with 50% employer match about $290,675 at 4% or $193,783 at 6%; with 100% employer match about $218,006 at 4% or $145,337 at 6%.
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-80$21,680,466$1,395,239$17,440iApproximate average salary by contribution assumption: employee only about $436,012 at 4% or $290,675 at 6%; with 50% employer match about $290,675 at 4% or $193,783 at 6%; with 100% employer match about $218,006 at 4% or $145,337 at 6%.
2023171$18,040,082$1,316,242$18,539iApproximate average salary by contribution assumption: employee only about $463,465 at 4% or $308,977 at 6%; with 50% employer match about $308,977 at 4% or $205,985 at 6%; with 100% employer match about $231,733 at 4% or $154,488 at 6%.
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-71$18,040,082$1,316,242$18,539iApproximate average salary by contribution assumption: employee only about $463,465 at 4% or $308,977 at 6%; with 50% employer match about $308,977 at 4% or $205,985 at 6%; with 100% employer match about $231,733 at 4% or $154,488 at 6%.
2022164$14,522,195$1,130,662$17,667iApproximate average salary by contribution assumption: employee only about $441,665 at 4% or $294,443 at 6%; with 50% employer match about $294,443 at 4% or $196,295 at 6%; with 100% employer match about $220,832 at 4% or $147,222 at 6%.
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-64$14,522,195$1,130,662$17,667iApproximate average salary by contribution assumption: employee only about $441,665 at 4% or $294,443 at 6%; with 50% employer match about $294,443 at 4% or $196,295 at 6%; with 100% employer match about $220,832 at 4% or $147,222 at 6%.
2021159$12,926,830$1,090,891$18,490iApproximate average salary by contribution assumption: employee only about $462,242 at 4% or $308,161 at 6%; with 50% employer match about $308,161 at 4% or $205,441 at 6%; with 100% employer match about $231,121 at 4% or $154,081 at 6%.
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-59$12,926,830$1,090,891$18,490iApproximate average salary by contribution assumption: employee only about $462,242 at 4% or $308,161 at 6%; with 50% employer match about $308,161 at 4% or $205,441 at 6%; with 100% employer match about $231,121 at 4% or $154,081 at 6%.
2020152$13,618,408$710,231$13,658iApproximate average salary by contribution assumption: employee only about $341,457 at 4% or $227,638 at 6%; with 50% employer match about $227,638 at 4% or $151,759 at 6%; with 100% employer match about $170,729 at 4% or $113,819 at 6%.
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-52$13,618,408$710,231$13,658iApproximate average salary by contribution assumption: employee only about $341,457 at 4% or $227,638 at 6%; with 50% employer match about $227,638 at 4% or $151,759 at 6%; with 100% employer match about $170,729 at 4% or $113,819 at 6%.
2019152$10,125,322$1,092,493$21,009iApproximate average salary by contribution assumption: employee only about $525,237 at 4% or $350,158 at 6%; with 50% employer match about $350,158 at 4% or $233,439 at 6%; with 100% employer match about $262,619 at 4% or $175,079 at 6%.
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-52$10,125,322$1,092,493$21,009iApproximate average salary by contribution assumption: employee only about $525,237 at 4% or $350,158 at 6%; with 50% employer match about $350,158 at 4% or $233,439 at 6%; with 100% employer match about $262,619 at 4% or $175,079 at 6%.
2018147$8,693,483$708,703$15,079iApproximate average salary by contribution assumption: employee only about $376,970 at 4% or $251,313 at 6%; with 50% employer match about $251,313 at 4% or $167,542 at 6%; with 100% employer match about $188,485 at 4% or $125,657 at 6%.
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-47$8,693,483$708,703$15,079iApproximate average salary by contribution assumption: employee only about $376,970 at 4% or $251,313 at 6%; with 50% employer match about $251,313 at 4% or $167,542 at 6%; with 100% employer match about $188,485 at 4% or $125,657 at 6%.
2017154$7,705,213$589,235$10,912iApproximate average salary by contribution assumption: employee only about $272,794 at 4% or $181,863 at 6%; with 50% employer match about $181,863 at 4% or $121,242 at 6%; with 100% employer match about $136,397 at 4% or $90,931 at 6%.
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-54$7,705,213$589,235$10,912iApproximate average salary by contribution assumption: employee only about $272,794 at 4% or $181,863 at 6%; with 50% employer match about $181,863 at 4% or $121,242 at 6%; with 100% employer match about $136,397 at 4% or $90,931 at 6%.
2016146$6,543,690$674,971$14,673iApproximate average salary by contribution assumption: employee only about $366,832 at 4% or $244,555 at 6%; with 50% employer match about $244,555 at 4% or $163,036 at 6%; with 100% employer match about $183,416 at 4% or $122,277 at 6%.
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-46$6,543,690$674,971$14,673iApproximate average salary by contribution assumption: employee only about $366,832 at 4% or $244,555 at 6%; with 50% employer match about $244,555 at 4% or $163,036 at 6%; with 100% employer match about $183,416 at 4% or $122,277 at 6%.
2015145$5,239,041$640,062$14,224iApproximate average salary by contribution assumption: employee only about $355,590 at 4% or $237,060 at 6%; with 50% employer match about $237,060 at 4% or $158,040 at 6%; with 100% employer match about $177,795 at 4% or $118,530 at 6%.
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-45$5,239,041$640,062$14,224iApproximate average salary by contribution assumption: employee only about $355,590 at 4% or $237,060 at 6%; with 50% employer match about $237,060 at 4% or $158,040 at 6%; with 100% employer match about $177,795 at 4% or $118,530 at 6%.
2014146$5,304,033$628,303$13,659iApproximate average salary by contribution assumption: employee only about $341,469 at 4% or $227,646 at 6%; with 50% employer match about $227,646 at 4% or $151,764 at 6%; with 100% employer match about $170,735 at 4% or $113,823 at 6%.
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-46$5,304,033$628,303$13,659iApproximate average salary by contribution assumption: employee only about $341,469 at 4% or $227,646 at 6%; with 50% employer match about $227,646 at 4% or $151,764 at 6%; with 100% employer match about $170,735 at 4% or $113,823 at 6%.
2013142$5,506,715$495,024$11,786iApproximate average salary by contribution assumption: employee only about $294,657 at 4% or $196,438 at 6%; with 50% employer match about $196,438 at 4% or $130,959 at 6%; with 100% employer match about $147,329 at 4% or $98,219 at 6%.
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-42$5,506,715$495,024$11,786iApproximate average salary by contribution assumption: employee only about $294,657 at 4% or $196,438 at 6%; with 50% employer match about $196,438 at 4% or $130,959 at 6%; with 100% employer match about $147,329 at 4% or $98,219 at 6%.
2012139$6,803,137$552,712$14,172iApproximate average salary by contribution assumption: employee only about $354,303 at 4% or $236,202 at 6%; with 50% employer match about $236,202 at 4% or $157,468 at 6%; with 100% employer match about $177,151 at 4% or $118,101 at 6%.
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-39$6,803,137$552,712$14,172iApproximate average salary by contribution assumption: employee only about $354,303 at 4% or $236,202 at 6%; with 50% employer match about $236,202 at 4% or $157,468 at 6%; with 100% employer match about $177,151 at 4% or $118,101 at 6%.
2011236$5,494,681$209,719$5,826iApproximate average salary by contribution assumption: employee only about $145,638 at 4% or $97,092 at 6%; with 50% employer match about $97,092 at 4% or $64,728 at 6%; with 100% employer match about $72,819 at 4% or $48,546 at 6%.
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-36$5,494,681$209,719$5,826iApproximate average salary by contribution assumption: employee only about $145,638 at 4% or $97,092 at 6%; with 50% employer match about $97,092 at 4% or $64,728 at 6%; with 100% employer match about $72,819 at 4% or $48,546 at 6%.
Hoffman Stewart Schmidt & Mcgee PC Profit Sharing Plan and Trust-0$0--
2010243$6,703,370$480,840$11,182iApproximate average salary by contribution assumption: employee only about $279,558 at 4% or $186,372 at 6%; with 50% employer match about $186,372 at 4% or $124,248 at 6%; with 100% employer match about $139,779 at 4% or $93,186 at 6%.
Hoffman Stewart Schmidt & Mcgee PC Profit Sharing Plan and Trust-31$3,759,708$226,476$7,306iApproximate average salary by contribution assumption: employee only about $182,642 at 4% or $121,761 at 6%; with 50% employer match about $121,761 at 4% or $81,174 at 6%; with 100% employer match about $91,321 at 4% or $60,881 at 6%.
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-43$2,943,662$254,364$5,915iApproximate average salary by contribution assumption: employee only about $147,886 at 4% or $98,591 at 6%; with 50% employer match about $98,591 at 4% or $65,727 at 6%; with 100% employer match about $73,943 at 4% or $49,295 at 6%.
2009242$5,474,302$443,699$10,564iApproximate average salary by contribution assumption: employee only about $264,107 at 4% or $176,071 at 6%; with 50% employer match about $176,071 at 4% or $117,381 at 6%; with 100% employer match about $132,053 at 4% or $88,036 at 6%.
Hoffman Stewart Schmidt & Mcgee PC Profit Sharing Plan and Trust-29$3,100,718$215,834$7,443iApproximate average salary by contribution assumption: employee only about $186,064 at 4% or $124,043 at 6%; with 50% employer match about $124,043 at 4% or $82,695 at 6%; with 100% employer match about $93,032 at 4% or $62,021 at 6%.
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-42$2,373,584$227,865$5,425iApproximate average salary by contribution assumption: employee only about $135,634 at 4% or $90,423 at 6%; with 50% employer match about $90,423 at 4% or $60,282 at 6%; with 100% employer match about $67,817 at 4% or $45,211 at 6%.
2008242$0$0-
Hoffman Stewart Schmidt & Mcgee PC Profit Sharing Plan and Trust-24---
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-42---
2007231$0$0-
Hoffman Stewart Schmidt & Mcgee PC Profit Sharing Plan and Trust-19---
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-31---
2006225$4,971,120$369,421$14,777iApproximate average salary by contribution assumption: employee only about $369,421 at 4% or $246,281 at 6%; with 50% employer match about $246,281 at 4% or $164,187 at 6%; with 100% employer match about $184,711 at 4% or $123,140 at 6%.
Hoffman Stewart Schmidt & Mcgee PC Profit Sharing Plan and Trust-19$3,098,262$187,507$9,869iApproximate average salary by contribution assumption: employee only about $246,720 at 4% or $164,480 at 6%; with 50% employer match about $164,480 at 4% or $109,653 at 6%; with 100% employer match about $123,360 at 4% or $82,240 at 6%.
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-25$1,872,858$181,914$7,277iApproximate average salary by contribution assumption: employee only about $181,914 at 4% or $121,276 at 6%; with 50% employer match about $121,276 at 4% or $80,851 at 6%; with 100% employer match about $90,957 at 4% or $60,638 at 6%.
2005225$3,936,934$283,882$11,355iApproximate average salary by contribution assumption: employee only about $283,882 at 4% or $189,255 at 6%; with 50% employer match about $189,255 at 4% or $126,170 at 6%; with 100% employer match about $141,941 at 4% or $94,627 at 6%.
Hoffman Stewart Schmidt & Mcgee PC Profit Sharing Plan and Trust-21$2,450,873$145,654$6,936iApproximate average salary by contribution assumption: employee only about $173,398 at 4% or $115,598 at 6%; with 50% employer match about $115,598 at 4% or $77,066 at 6%; with 100% employer match about $86,699 at 4% or $57,799 at 6%.
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-25$1,486,061$138,228$5,529iApproximate average salary by contribution assumption: employee only about $138,228 at 4% or $92,152 at 6%; with 50% employer match about $92,152 at 4% or $61,435 at 6%; with 100% employer match about $69,114 at 4% or $46,076 at 6%.
2004220$3,495,413$261,099$13,055iApproximate average salary by contribution assumption: employee only about $326,374 at 4% or $217,583 at 6%; with 50% employer match about $217,583 at 4% or $145,055 at 6%; with 100% employer match about $163,187 at 4% or $108,791 at 6%.
Hoffman Stewart Schmidt & Mcgee PC Profit Sharing Plan and Trust-14$2,204,992$191,298$13,664iApproximate average salary by contribution assumption: employee only about $341,604 at 4% or $227,736 at 6%; with 50% employer match about $227,736 at 4% or $151,824 at 6%; with 100% employer match about $170,802 at 4% or $113,868 at 6%.
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-20$1,290,421$69,801$3,490iApproximate average salary by contribution assumption: employee only about $87,251 at 4% or $58,168 at 6%; with 50% employer match about $58,168 at 4% or $38,778 at 6%; with 100% employer match about $43,626 at 4% or $29,084 at 6%.
2003218$1,830,477$181,825$10,101iApproximate average salary by contribution assumption: employee only about $252,535 at 4% or $168,356 at 6%; with 50% employer match about $168,356 at 4% or $112,238 at 6%; with 100% employer match about $126,267 at 4% or $84,178 at 6%.
Hoffman Stewart Schmidt & Mcgee PC Profit Sharing Plan and Trust-16$1,830,477$181,825$11,364iApproximate average salary by contribution assumption: employee only about $284,102 at 4% or $189,401 at 6%; with 50% employer match about $189,401 at 4% or $126,267 at 6%; with 100% employer match about $142,051 at 4% or $94,701 at 6%.
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-18---
2002223$966,418$69,959$3,042iApproximate average salary by contribution assumption: employee only about $76,042 at 4% or $50,695 at 6%; with 50% employer match about $50,695 at 4% or $33,797 at 6%; with 100% employer match about $38,021 at 4% or $25,347 at 6%.
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-20$966,418$69,959$3,498iApproximate average salary by contribution assumption: employee only about $87,449 at 4% or $58,299 at 6%; with 50% employer match about $58,299 at 4% or $38,866 at 6%; with 100% employer match about $43,724 at 4% or $29,150 at 6%.
Hoffman Stewart Schmidt & Mcgee PC Profit Sharing Plan and Trust-23---
2001221$0$0-
Hoffman Stewart Schmidt & Mcgee PC Profit Sharing Plan and Trust-21---
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-17---
2000218$0$0-
HOFFMAN STEWART SCHMIDT & MCGEE PC PROFIT SHARING PLAN AND TRUST-18---
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-13---
1999317$3,700,840$233,705$13,747iApproximate average salary by contribution assumption: employee only about $343,684 at 4% or $229,123 at 6%; with 50% employer match about $229,123 at 4% or $152,748 at 6%; with 100% employer match about $171,842 at 4% or $114,561 at 6%.
Hoffman Stewart Schmidt & Mcgee PC Profit Sharing Plan and Trust-14$1,330,460$145,651$10,404iApproximate average salary by contribution assumption: employee only about $260,091 at 4% or $173,394 at 6%; with 50% employer match about $173,394 at 4% or $115,596 at 6%; with 100% employer match about $130,046 at 4% or $86,697 at 6%.
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-16$1,322,003$55,647$3,478iApproximate average salary by contribution assumption: employee only about $86,948 at 4% or $57,966 at 6%; with 50% employer match about $57,966 at 4% or $38,644 at 6%; with 100% employer match about $43,474 at 4% or $28,983 at 6%.
Hoffman, Stewart & Schmidt PC. Salary Reduction Profit Sharing Plan and Trust-17$1,048,377$32,407$1,906iApproximate average salary by contribution assumption: employee only about $47,657 at 4% or $31,772 at 6%; with 50% employer match about $31,772 at 4% or $21,181 at 6%; with 100% employer match about $23,829 at 4% or $15,886 at 6%.