Schonert & Associates Inc
Plan context: Schonert & Associates Inc. Profit Sharing Plan
EIN 93-1153093 • Clackamas, OR • 18 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$4,382,440
2024 Contributions
$115,039
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $4,382,440 | $115,039 | $23,008iApproximate average salary by contribution assumption: employee only about $575,195 at 4% or $383,463 at 6%; with 50% employer match about $383,463 at 4% or $255,642 at 6%; with 100% employer match about $287,598 at 4% or $191,732 at 6%. |
| Schonert & Associates Inc. Profit Sharing Plan | - | 5 | $4,382,440 | $115,039 | $23,008iApproximate average salary by contribution assumption: employee only about $575,195 at 4% or $383,463 at 6%; with 50% employer match about $383,463 at 4% or $255,642 at 6%; with 100% employer match about $287,598 at 4% or $191,732 at 6%. |
| 2023 | 1 | 5 | $3,800,892 | $44,381 | $8,876iApproximate average salary by contribution assumption: employee only about $221,905 at 4% or $147,937 at 6%; with 50% employer match about $147,937 at 4% or $98,624 at 6%; with 100% employer match about $110,953 at 4% or $73,968 at 6%. |
| Schonert & Associates Inc. Profit Sharing Plan | - | 5 | $3,800,892 | $44,381 | $8,876iApproximate average salary by contribution assumption: employee only about $221,905 at 4% or $147,937 at 6%; with 50% employer match about $147,937 at 4% or $98,624 at 6%; with 100% employer match about $110,953 at 4% or $73,968 at 6%. |
| 2022 | 1 | 5 | $3,253,494 | $46,516 | $9,303iApproximate average salary by contribution assumption: employee only about $232,580 at 4% or $155,053 at 6%; with 50% employer match about $155,053 at 4% or $103,369 at 6%; with 100% employer match about $116,290 at 4% or $77,527 at 6%. |
| Schonert & Associates Inc. Profit Sharing Plan | - | 5 | $3,253,494 | $46,516 | $9,303iApproximate average salary by contribution assumption: employee only about $232,580 at 4% or $155,053 at 6%; with 50% employer match about $155,053 at 4% or $103,369 at 6%; with 100% employer match about $116,290 at 4% or $77,527 at 6%. |
| 2021 | 1 | 4 | $3,147,540 | $80,104 | $20,026iApproximate average salary by contribution assumption: employee only about $500,650 at 4% or $333,767 at 6%; with 50% employer match about $333,767 at 4% or $222,511 at 6%; with 100% employer match about $250,325 at 4% or $166,883 at 6%. |
| Schonert & Associates Inc. Profit Sharing Plan | - | 4 | $3,147,540 | $80,104 | $20,026iApproximate average salary by contribution assumption: employee only about $500,650 at 4% or $333,767 at 6%; with 50% employer match about $333,767 at 4% or $222,511 at 6%; with 100% employer match about $250,325 at 4% or $166,883 at 6%. |
| 2020 | 1 | 4 | $3,032,337 | $81,764 | $20,441iApproximate average salary by contribution assumption: employee only about $511,025 at 4% or $340,683 at 6%; with 50% employer match about $340,683 at 4% or $227,122 at 6%; with 100% employer match about $255,513 at 4% or $170,342 at 6%. |
| Schonert & Associates Inc. Profit Sharing Plan | - | 4 | $3,032,337 | $81,764 | $20,441iApproximate average salary by contribution assumption: employee only about $511,025 at 4% or $340,683 at 6%; with 50% employer match about $340,683 at 4% or $227,122 at 6%; with 100% employer match about $255,513 at 4% or $170,342 at 6%. |
| 2019 | 1 | 4 | $2,328,515 | $63,791 | $15,948iApproximate average salary by contribution assumption: employee only about $398,694 at 4% or $265,796 at 6%; with 50% employer match about $265,796 at 4% or $177,197 at 6%; with 100% employer match about $199,347 at 4% or $132,898 at 6%. |
| Schonert & Associates Inc. Profit Sharing Plan | - | 4 | $2,328,515 | $63,791 | $15,948iApproximate average salary by contribution assumption: employee only about $398,694 at 4% or $265,796 at 6%; with 50% employer match about $265,796 at 4% or $177,197 at 6%; with 100% employer match about $199,347 at 4% or $132,898 at 6%. |
| 2018 | 1 | 4 | $1,984,093 | $82,240 | $20,560iApproximate average salary by contribution assumption: employee only about $514,000 at 4% or $342,667 at 6%; with 50% employer match about $342,667 at 4% or $228,444 at 6%; with 100% employer match about $257,000 at 4% or $171,333 at 6%. |
| Schonert & Associates Inc. Profit Sharing Plan | - | 4 | $1,984,093 | $82,240 | $20,560iApproximate average salary by contribution assumption: employee only about $514,000 at 4% or $342,667 at 6%; with 50% employer match about $342,667 at 4% or $228,444 at 6%; with 100% employer match about $257,000 at 4% or $171,333 at 6%. |
| 2017 | 1 | 4 | $1,817,684 | $73,616 | $18,404iApproximate average salary by contribution assumption: employee only about $460,100 at 4% or $306,733 at 6%; with 50% employer match about $306,733 at 4% or $204,489 at 6%; with 100% employer match about $230,050 at 4% or $153,367 at 6%. |
| Schonert & Associates Inc. Profit Sharing Plan | - | 4 | $1,817,684 | $73,616 | $18,404iApproximate average salary by contribution assumption: employee only about $460,100 at 4% or $306,733 at 6%; with 50% employer match about $306,733 at 4% or $204,489 at 6%; with 100% employer match about $230,050 at 4% or $153,367 at 6%. |
| 2016 | 1 | 4 | $1,554,841 | $70,599 | $17,650iApproximate average salary by contribution assumption: employee only about $441,244 at 4% or $294,163 at 6%; with 50% employer match about $294,163 at 4% or $196,108 at 6%; with 100% employer match about $220,622 at 4% or $147,081 at 6%. |
| Schonert & Associates Inc. Profit Sharing Plan | - | 4 | $1,554,841 | $70,599 | $17,650iApproximate average salary by contribution assumption: employee only about $441,244 at 4% or $294,163 at 6%; with 50% employer match about $294,163 at 4% or $196,108 at 6%; with 100% employer match about $220,622 at 4% or $147,081 at 6%. |
| 2015 | 1 | 4 | $1,303,143 | $80,821 | $20,205iApproximate average salary by contribution assumption: employee only about $505,131 at 4% or $336,754 at 6%; with 50% employer match about $336,754 at 4% or $224,503 at 6%; with 100% employer match about $252,566 at 4% or $168,377 at 6%. |
| Schonert & Associates Inc. Profit Sharing Plan | - | 4 | $1,303,143 | $80,821 | $20,205iApproximate average salary by contribution assumption: employee only about $505,131 at 4% or $336,754 at 6%; with 50% employer match about $336,754 at 4% or $224,503 at 6%; with 100% employer match about $252,566 at 4% or $168,377 at 6%. |
| 2014 | 1 | 4 | $1,213,585 | $84,734 | $21,184iApproximate average salary by contribution assumption: employee only about $529,588 at 4% or $353,058 at 6%; with 50% employer match about $353,058 at 4% or $235,372 at 6%; with 100% employer match about $264,794 at 4% or $176,529 at 6%. |
| Schonert & Associates Inc. Profit Sharing Plan | - | 4 | $1,213,585 | $84,734 | $21,184iApproximate average salary by contribution assumption: employee only about $529,588 at 4% or $353,058 at 6%; with 50% employer match about $353,058 at 4% or $235,372 at 6%; with 100% employer match about $264,794 at 4% or $176,529 at 6%. |
| 2013 | 1 | 4 | $1,063,519 | $38,658 | $9,665iApproximate average salary by contribution assumption: employee only about $241,613 at 4% or $161,075 at 6%; with 50% employer match about $161,075 at 4% or $107,383 at 6%; with 100% employer match about $120,806 at 4% or $80,538 at 6%. |
| Schonert & Associates Inc. Profit Sharing Plan | - | 4 | $1,063,519 | $38,658 | $9,665iApproximate average salary by contribution assumption: employee only about $241,613 at 4% or $161,075 at 6%; with 50% employer match about $161,075 at 4% or $107,383 at 6%; with 100% employer match about $120,806 at 4% or $80,538 at 6%. |
| 2012 | 1 | 4 | $922,874 | $37,548 | $9,387iApproximate average salary by contribution assumption: employee only about $234,675 at 4% or $156,450 at 6%; with 50% employer match about $156,450 at 4% or $104,300 at 6%; with 100% employer match about $117,338 at 4% or $78,225 at 6%. |
| Schonert & Associates Inc. Profit Sharing Plan | - | 4 | $922,874 | $37,548 | $9,387iApproximate average salary by contribution assumption: employee only about $234,675 at 4% or $156,450 at 6%; with 50% employer match about $156,450 at 4% or $104,300 at 6%; with 100% employer match about $117,338 at 4% or $78,225 at 6%. |
| 2011 | 1 | 4 | $791,330 | $60,626 | $15,157iApproximate average salary by contribution assumption: employee only about $378,913 at 4% or $252,608 at 6%; with 50% employer match about $252,608 at 4% or $168,406 at 6%; with 100% employer match about $189,456 at 4% or $126,304 at 6%. |
| Schonert & Associates Inc. Profit Sharing Plan | - | 4 | $791,330 | $60,626 | $15,157iApproximate average salary by contribution assumption: employee only about $378,913 at 4% or $252,608 at 6%; with 50% employer match about $252,608 at 4% or $168,406 at 6%; with 100% employer match about $189,456 at 4% or $126,304 at 6%. |
| 2010 | 1 | 4 | $726,747 | $58,994 | $14,749iApproximate average salary by contribution assumption: employee only about $368,713 at 4% or $245,808 at 6%; with 50% employer match about $245,808 at 4% or $163,872 at 6%; with 100% employer match about $184,356 at 4% or $122,904 at 6%. |
| Schonert & Associates Inc. Profit Sharing Plan | - | 4 | $726,747 | $58,994 | $14,749iApproximate average salary by contribution assumption: employee only about $368,713 at 4% or $245,808 at 6%; with 50% employer match about $245,808 at 4% or $163,872 at 6%; with 100% employer match about $184,356 at 4% or $122,904 at 6%. |
| 2009 | 1 | 3 | $618,887 | $60,500 | $20,167iApproximate average salary by contribution assumption: employee only about $504,167 at 4% or $336,111 at 6%; with 50% employer match about $336,111 at 4% or $224,074 at 6%; with 100% employer match about $252,083 at 4% or $168,056 at 6%. |
| Schonert & Associates Inc. Profit Sharing Plan | - | 3 | $618,887 | $60,500 | $20,167iApproximate average salary by contribution assumption: employee only about $504,167 at 4% or $336,111 at 6%; with 50% employer match about $336,111 at 4% or $224,074 at 6%; with 100% employer match about $252,083 at 4% or $168,056 at 6%. |
| 2008 | 1 | 3 | $0 | $0 | - |
| Schonert & Associates Inc. Profit Sharing Plan | - | 3 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Schonert & Associates Inc. Profit Sharing Plan | - | 3 | - | - | - |