Civic Intelligence

Schulmerich & Associates

Plan context: SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN

EIN 93-0843898 • Longboatkey, FL • 27 filings • 4 plans

3030 Grand Bay Blvd Unit 332 Bldg 3Longboatkey, FL 34228
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$6,722,119

2024 Contributions

$522,665

Historical Graphs

Total Assets Over Time

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

$6,722,119$3,361,060$0199920142024YearValue
$6,722,119Latest year 2024

Participants Over Time

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

420199920112024YearValue
4Latest 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
202414$6,722,119$522,665$130,666iApproximate average salary by contribution assumption: employee only about $3,266,656 at 4% or $2,177,771 at 6%; with 50% employer match about $2,177,771 at 4% or $1,451,847 at 6%; with 100% employer match about $1,633,328 at 4% or $1,088,885 at 6%.
SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN-4$6,722,119$522,665$130,666iApproximate average salary by contribution assumption: employee only about $3,266,656 at 4% or $2,177,771 at 6%; with 50% employer match about $2,177,771 at 4% or $1,451,847 at 6%; with 100% employer match about $1,633,328 at 4% or $1,088,885 at 6%.
202314$5,182,717$100,286$25,072iApproximate average salary by contribution assumption: employee only about $626,788 at 4% or $417,858 at 6%; with 50% employer match about $417,858 at 4% or $278,572 at 6%; with 100% employer match about $313,394 at 4% or $208,929 at 6%.
SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN-4$5,182,717$100,286$25,072iApproximate average salary by contribution assumption: employee only about $626,788 at 4% or $417,858 at 6%; with 50% employer match about $417,858 at 4% or $278,572 at 6%; with 100% employer match about $313,394 at 4% or $208,929 at 6%.
202214$4,686,334$101,350$25,338iApproximate average salary by contribution assumption: employee only about $633,438 at 4% or $422,292 at 6%; with 50% employer match about $422,292 at 4% or $281,528 at 6%; with 100% employer match about $316,719 at 4% or $211,146 at 6%.
SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN-4$4,686,334$101,350$25,338iApproximate average salary by contribution assumption: employee only about $633,438 at 4% or $422,292 at 6%; with 50% employer match about $422,292 at 4% or $281,528 at 6%; with 100% employer match about $316,719 at 4% or $211,146 at 6%.
202114$6,394,596$130,876$32,719iApproximate average salary by contribution assumption: employee only about $817,975 at 4% or $545,317 at 6%; with 50% employer match about $545,317 at 4% or $363,544 at 6%; with 100% employer match about $408,988 at 4% or $272,658 at 6%.
SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN-4$6,394,596$130,876$32,719iApproximate average salary by contribution assumption: employee only about $817,975 at 4% or $545,317 at 6%; with 50% employer match about $545,317 at 4% or $363,544 at 6%; with 100% employer match about $408,988 at 4% or $272,658 at 6%.
202014$6,014,011$107,522$26,881iApproximate average salary by contribution assumption: employee only about $672,013 at 4% or $448,008 at 6%; with 50% employer match about $448,008 at 4% or $298,672 at 6%; with 100% employer match about $336,006 at 4% or $224,004 at 6%.
SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN-4$6,014,011$107,522$26,881iApproximate average salary by contribution assumption: employee only about $672,013 at 4% or $448,008 at 6%; with 50% employer match about $448,008 at 4% or $298,672 at 6%; with 100% employer match about $336,006 at 4% or $224,004 at 6%.
201914$5,664,823$85,824$21,456iApproximate average salary by contribution assumption: employee only about $536,400 at 4% or $357,600 at 6%; with 50% employer match about $357,600 at 4% or $238,400 at 6%; with 100% employer match about $268,200 at 4% or $178,800 at 6%.
SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN-4$5,664,823$85,824$21,456iApproximate average salary by contribution assumption: employee only about $536,400 at 4% or $357,600 at 6%; with 50% employer match about $357,600 at 4% or $238,400 at 6%; with 100% employer match about $268,200 at 4% or $178,800 at 6%.
201814$4,529,358$110,512$27,628iApproximate average salary by contribution assumption: employee only about $690,700 at 4% or $460,467 at 6%; with 50% employer match about $460,467 at 4% or $306,978 at 6%; with 100% employer match about $345,350 at 4% or $230,233 at 6%.
SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN-4$4,529,358$110,512$27,628iApproximate average salary by contribution assumption: employee only about $690,700 at 4% or $460,467 at 6%; with 50% employer match about $460,467 at 4% or $306,978 at 6%; with 100% employer match about $345,350 at 4% or $230,233 at 6%.
201714$5,044,464$109,496$27,374iApproximate average salary by contribution assumption: employee only about $684,350 at 4% or $456,233 at 6%; with 50% employer match about $456,233 at 4% or $304,156 at 6%; with 100% employer match about $342,175 at 4% or $228,117 at 6%.
SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN-4$5,044,464$109,496$27,374iApproximate average salary by contribution assumption: employee only about $684,350 at 4% or $456,233 at 6%; with 50% employer match about $456,233 at 4% or $304,156 at 6%; with 100% employer match about $342,175 at 4% or $228,117 at 6%.
201614$4,197,896$114,761$28,690iApproximate average salary by contribution assumption: employee only about $717,256 at 4% or $478,171 at 6%; with 50% employer match about $478,171 at 4% or $318,781 at 6%; with 100% employer match about $358,628 at 4% or $239,085 at 6%.
SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN-4$4,197,896$114,761$28,690iApproximate average salary by contribution assumption: employee only about $717,256 at 4% or $478,171 at 6%; with 50% employer match about $478,171 at 4% or $318,781 at 6%; with 100% employer match about $358,628 at 4% or $239,085 at 6%.
201514$3,612,146$79,421$19,855iApproximate average salary by contribution assumption: employee only about $496,381 at 4% or $330,921 at 6%; with 50% employer match about $330,921 at 4% or $220,614 at 6%; with 100% employer match about $248,191 at 4% or $165,460 at 6%.
SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN-4$3,612,146$79,421$19,855iApproximate average salary by contribution assumption: employee only about $496,381 at 4% or $330,921 at 6%; with 50% employer match about $330,921 at 4% or $220,614 at 6%; with 100% employer match about $248,191 at 4% or $165,460 at 6%.
201414$3,598,961$94,802$23,701iApproximate average salary by contribution assumption: employee only about $592,513 at 4% or $395,008 at 6%; with 50% employer match about $395,008 at 4% or $263,339 at 6%; with 100% employer match about $296,256 at 4% or $197,504 at 6%.
SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN-4$3,598,961$94,802$23,701iApproximate average salary by contribution assumption: employee only about $592,513 at 4% or $395,008 at 6%; with 50% employer match about $395,008 at 4% or $263,339 at 6%; with 100% employer match about $296,256 at 4% or $197,504 at 6%.
201310$3,366,422$83,903-
SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN-0$3,366,422$83,903-
201214$2,877,405$80,812$20,203iApproximate average salary by contribution assumption: employee only about $505,075 at 4% or $336,717 at 6%; with 50% employer match about $336,717 at 4% or $224,478 at 6%; with 100% employer match about $252,538 at 4% or $168,358 at 6%.
SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN-4$2,877,405$80,812$20,203iApproximate average salary by contribution assumption: employee only about $505,075 at 4% or $336,717 at 6%; with 50% employer match about $336,717 at 4% or $224,478 at 6%; with 100% employer match about $252,538 at 4% or $168,358 at 6%.
201114$2,351,875$84,273$21,068iApproximate average salary by contribution assumption: employee only about $526,706 at 4% or $351,138 at 6%; with 50% employer match about $351,138 at 4% or $234,092 at 6%; with 100% employer match about $263,353 at 4% or $175,569 at 6%.
SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN-4$2,351,875$84,273$21,068iApproximate average salary by contribution assumption: employee only about $526,706 at 4% or $351,138 at 6%; with 50% employer match about $351,138 at 4% or $234,092 at 6%; with 100% employer match about $263,353 at 4% or $175,569 at 6%.
201014$2,505,830$80,456$20,114iApproximate average salary by contribution assumption: employee only about $502,850 at 4% or $335,233 at 6%; with 50% employer match about $335,233 at 4% or $223,489 at 6%; with 100% employer match about $251,425 at 4% or $167,617 at 6%.
SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN-4$2,505,830$80,456$20,114iApproximate average salary by contribution assumption: employee only about $502,850 at 4% or $335,233 at 6%; with 50% employer match about $335,233 at 4% or $223,489 at 6%; with 100% employer match about $251,425 at 4% or $167,617 at 6%.
200914$1,978,198$85,688$21,422iApproximate average salary by contribution assumption: employee only about $535,550 at 4% or $357,033 at 6%; with 50% employer match about $357,033 at 4% or $238,022 at 6%; with 100% employer match about $267,775 at 4% or $178,517 at 6%.
SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN-4$1,978,198$85,688$21,422iApproximate average salary by contribution assumption: employee only about $535,550 at 4% or $357,033 at 6%; with 50% employer match about $357,033 at 4% or $238,022 at 6%; with 100% employer match about $267,775 at 4% or $178,517 at 6%.
200814$1,314,556$76,951$19,238iApproximate average salary by contribution assumption: employee only about $480,944 at 4% or $320,629 at 6%; with 50% employer match about $320,629 at 4% or $213,753 at 6%; with 100% employer match about $240,472 at 4% or $160,315 at 6%.
SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN-4$1,314,556$76,951$19,238iApproximate average salary by contribution assumption: employee only about $480,944 at 4% or $320,629 at 6%; with 50% employer match about $320,629 at 4% or $213,753 at 6%; with 100% employer match about $240,472 at 4% or $160,315 at 6%.
200713$0$0-
SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN-3---
200613$1,908,913$66,113$22,038iApproximate average salary by contribution assumption: employee only about $550,942 at 4% or $367,294 at 6%; with 50% employer match about $367,294 at 4% or $244,863 at 6%; with 100% employer match about $275,471 at 4% or $183,647 at 6%.
SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN-3$1,908,913$66,113$22,038iApproximate average salary by contribution assumption: employee only about $550,942 at 4% or $367,294 at 6%; with 50% employer match about $367,294 at 4% or $244,863 at 6%; with 100% employer match about $275,471 at 4% or $183,647 at 6%.
200513$1,496,995$50,181$16,727iApproximate average salary by contribution assumption: employee only about $418,175 at 4% or $278,783 at 6%; with 50% employer match about $278,783 at 4% or $185,856 at 6%; with 100% employer match about $209,088 at 4% or $139,392 at 6%.
SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN-3$1,496,995$50,181$16,727iApproximate average salary by contribution assumption: employee only about $418,175 at 4% or $278,783 at 6%; with 50% employer match about $278,783 at 4% or $185,856 at 6%; with 100% employer match about $209,088 at 4% or $139,392 at 6%.
200413$1,258,626$23,393$7,798iApproximate average salary by contribution assumption: employee only about $194,942 at 4% or $129,961 at 6%; with 50% employer match about $129,961 at 4% or $86,641 at 6%; with 100% employer match about $97,471 at 4% or $64,981 at 6%.
SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN-3$1,258,626$23,393$7,798iApproximate average salary by contribution assumption: employee only about $194,942 at 4% or $129,961 at 6%; with 50% employer match about $129,961 at 4% or $86,641 at 6%; with 100% employer match about $97,471 at 4% or $64,981 at 6%.
200313$0$0-
SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN-3---
200222$0$0-
Schulmerich & Associates Money Purchase Plan and Trust-0---
SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN-2---
200112$0$0-
Schulmerich & Associates Money Purchase Plan and Trust-2---
200012$676,977$13,428$6,714iApproximate average salary by contribution assumption: employee only about $167,850 at 4% or $111,900 at 6%; with 50% employer match about $111,900 at 4% or $74,600 at 6%; with 100% employer match about $83,925 at 4% or $55,950 at 6%.
Schulmerich & Associates Money Purchase Plan and Trust-2$676,977$13,428$6,714iApproximate average salary by contribution assumption: employee only about $167,850 at 4% or $111,900 at 6%; with 50% employer match about $111,900 at 4% or $74,600 at 6%; with 100% employer match about $83,925 at 4% or $55,950 at 6%.
199911$830,615$11,776$11,776iApproximate average salary by contribution assumption: employee only about $294,400 at 4% or $196,267 at 6%; with 50% employer match about $196,267 at 4% or $130,844 at 6%; with 100% employer match about $147,200 at 4% or $98,133 at 6%.
Schulmerich & Associates Money Purchase Plan and Trust-1$830,615$11,776$11,776iApproximate average salary by contribution assumption: employee only about $294,400 at 4% or $196,267 at 6%; with 50% employer match about $196,267 at 4% or $130,844 at 6%; with 100% employer match about $147,200 at 4% or $98,133 at 6%.