Civic Intelligence

Schott & Associates Inc.

Plan context: Schott & Associates Inc. 401K Plan

EIN 93-1319696 • Aurora, OR • 21 filings • 3 plans

P.O. Box 589Aurora, OR 97002
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$222,545

2024 Contributions

$34,399

Historical Graphs

Total Assets Over Time

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

$503,960$251,980$0200520152024YearValue
$222,545Latest year 2024

Participants Over Time

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

630200520152024YearValue
3Latest 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
202413$222,545$34,399$11,466iApproximate average salary by contribution assumption: employee only about $286,658 at 4% or $191,106 at 6%; with 50% employer match about $191,106 at 4% or $127,404 at 6%; with 100% employer match about $143,329 at 4% or $95,553 at 6%.
Schott & Associates Inc. 401K Plan-3$222,545$34,399$11,466iApproximate average salary by contribution assumption: employee only about $286,658 at 4% or $191,106 at 6%; with 50% employer match about $191,106 at 4% or $127,404 at 6%; with 100% employer match about $143,329 at 4% or $95,553 at 6%.
202313$174,747$33,691$11,230iApproximate average salary by contribution assumption: employee only about $280,758 at 4% or $187,172 at 6%; with 50% employer match about $187,172 at 4% or $124,781 at 6%; with 100% employer match about $140,379 at 4% or $93,586 at 6%.
Schott & Associates Inc. 401K Plan-3$174,747$33,691$11,230iApproximate average salary by contribution assumption: employee only about $280,758 at 4% or $187,172 at 6%; with 50% employer match about $187,172 at 4% or $124,781 at 6%; with 100% employer match about $140,379 at 4% or $93,586 at 6%.
202224$216,318$31,486$7,872iApproximate average salary by contribution assumption: employee only about $196,788 at 4% or $131,192 at 6%; with 50% employer match about $131,192 at 4% or $87,461 at 6%; with 100% employer match about $98,394 at 4% or $65,596 at 6%.
Schott & Associates Inc. 401K Plan-4$216,257$31,425$7,856iApproximate average salary by contribution assumption: employee only about $196,406 at 4% or $130,938 at 6%; with 50% employer match about $130,938 at 4% or $87,292 at 6%; with 100% employer match about $98,203 at 4% or $65,469 at 6%.
Schott & Associates Inc. 401K Plan-1$61$61$61iApproximate average salary by contribution assumption: employee only about $1,525 at 4% or $1,017 at 6%; with 50% employer match about $1,017 at 4% or $678 at 6%; with 100% employer match about $763 at 4% or $508 at 6%.
202114$237,466$29,903$7,476iApproximate average salary by contribution assumption: employee only about $186,894 at 4% or $124,596 at 6%; with 50% employer match about $124,596 at 4% or $83,064 at 6%; with 100% employer match about $93,447 at 4% or $62,298 at 6%.
Schott & Associates Inc. 401K Plan-4$237,466$29,903$7,476iApproximate average salary by contribution assumption: employee only about $186,894 at 4% or $124,596 at 6%; with 50% employer match about $124,596 at 4% or $83,064 at 6%; with 100% employer match about $93,447 at 4% or $62,298 at 6%.
202015$208,724$19,009$3,802iApproximate average salary by contribution assumption: employee only about $95,045 at 4% or $63,363 at 6%; with 50% employer match about $63,363 at 4% or $42,242 at 6%; with 100% employer match about $47,523 at 4% or $31,682 at 6%.
Schott & Associates Inc. 401K Plan-5$208,724$19,009$3,802iApproximate average salary by contribution assumption: employee only about $95,045 at 4% or $63,363 at 6%; with 50% employer match about $63,363 at 4% or $42,242 at 6%; with 100% employer match about $47,523 at 4% or $31,682 at 6%.
201915$503,960$27,315$5,463iApproximate average salary by contribution assumption: employee only about $136,575 at 4% or $91,050 at 6%; with 50% employer match about $91,050 at 4% or $60,700 at 6%; with 100% employer match about $68,288 at 4% or $45,525 at 6%.
Schott & Associates Inc. 401K Plan-5$503,960$27,315$5,463iApproximate average salary by contribution assumption: employee only about $136,575 at 4% or $91,050 at 6%; with 50% employer match about $91,050 at 4% or $60,700 at 6%; with 100% employer match about $68,288 at 4% or $45,525 at 6%.
201815$377,893$28,447$5,689iApproximate average salary by contribution assumption: employee only about $142,235 at 4% or $94,823 at 6%; with 50% employer match about $94,823 at 4% or $63,216 at 6%; with 100% employer match about $71,118 at 4% or $47,412 at 6%.
Schott & Associates Inc. 401K Plan-5$377,893$28,447$5,689iApproximate average salary by contribution assumption: employee only about $142,235 at 4% or $94,823 at 6%; with 50% employer match about $94,823 at 4% or $63,216 at 6%; with 100% employer match about $71,118 at 4% or $47,412 at 6%.
201715$391,262$24,035$4,807iApproximate average salary by contribution assumption: employee only about $120,175 at 4% or $80,117 at 6%; with 50% employer match about $80,117 at 4% or $53,411 at 6%; with 100% employer match about $60,088 at 4% or $40,058 at 6%.
Schott & Associates Inc. 401K Plan-5$391,262$24,035$4,807iApproximate average salary by contribution assumption: employee only about $120,175 at 4% or $80,117 at 6%; with 50% employer match about $80,117 at 4% or $53,411 at 6%; with 100% employer match about $60,088 at 4% or $40,058 at 6%.
201614$303,642$20,893$5,223iApproximate average salary by contribution assumption: employee only about $130,581 at 4% or $87,054 at 6%; with 50% employer match about $87,054 at 4% or $58,036 at 6%; with 100% employer match about $65,291 at 4% or $43,527 at 6%.
Schott & Associates Inc. 401K Plan-4$303,642$20,893$5,223iApproximate average salary by contribution assumption: employee only about $130,581 at 4% or $87,054 at 6%; with 50% employer match about $87,054 at 4% or $58,036 at 6%; with 100% employer match about $65,291 at 4% or $43,527 at 6%.
201514$261,996$14,312$3,578iApproximate average salary by contribution assumption: employee only about $89,450 at 4% or $59,633 at 6%; with 50% employer match about $59,633 at 4% or $39,756 at 6%; with 100% employer match about $44,725 at 4% or $29,817 at 6%.
Schott & Associates Inc. 401K Plan-4$261,996$14,312$3,578iApproximate average salary by contribution assumption: employee only about $89,450 at 4% or $59,633 at 6%; with 50% employer match about $59,633 at 4% or $39,756 at 6%; with 100% employer match about $44,725 at 4% or $29,817 at 6%.
201414$258,790$14,269$3,567iApproximate average salary by contribution assumption: employee only about $89,181 at 4% or $59,454 at 6%; with 50% employer match about $59,454 at 4% or $39,636 at 6%; with 100% employer match about $44,591 at 4% or $29,727 at 6%.
Schott & Associates Inc. 401K Plan-4$258,790$14,269$3,567iApproximate average salary by contribution assumption: employee only about $89,181 at 4% or $59,454 at 6%; with 50% employer match about $59,454 at 4% or $39,636 at 6%; with 100% employer match about $44,591 at 4% or $29,727 at 6%.
201315$248,599$22,582$4,516iApproximate average salary by contribution assumption: employee only about $112,910 at 4% or $75,273 at 6%; with 50% employer match about $75,273 at 4% or $50,182 at 6%; with 100% employer match about $56,455 at 4% or $37,637 at 6%.
Schott & Associates Inc. 401K Plan-5$248,599$22,582$4,516iApproximate average salary by contribution assumption: employee only about $112,910 at 4% or $75,273 at 6%; with 50% employer match about $75,273 at 4% or $50,182 at 6%; with 100% employer match about $56,455 at 4% or $37,637 at 6%.
201215$173,455$7,892$1,578iApproximate average salary by contribution assumption: employee only about $39,460 at 4% or $26,307 at 6%; with 50% employer match about $26,307 at 4% or $17,538 at 6%; with 100% employer match about $19,730 at 4% or $13,153 at 6%.
Schott & Associates Inc. 401K Plan-5$173,455$7,892$1,578iApproximate average salary by contribution assumption: employee only about $39,460 at 4% or $26,307 at 6%; with 50% employer match about $26,307 at 4% or $17,538 at 6%; with 100% employer match about $19,730 at 4% or $13,153 at 6%.
201115$145,497$11,838$2,368iApproximate average salary by contribution assumption: employee only about $59,190 at 4% or $39,460 at 6%; with 50% employer match about $39,460 at 4% or $26,307 at 6%; with 100% employer match about $29,595 at 4% or $19,730 at 6%.
Schott & Associates Inc. 401K Plan-5$145,497$11,838$2,368iApproximate average salary by contribution assumption: employee only about $59,190 at 4% or $39,460 at 6%; with 50% employer match about $39,460 at 4% or $26,307 at 6%; with 100% employer match about $29,595 at 4% or $19,730 at 6%.
201015$151,332$18,682$3,736iApproximate average salary by contribution assumption: employee only about $93,410 at 4% or $62,273 at 6%; with 50% employer match about $62,273 at 4% or $41,516 at 6%; with 100% employer match about $46,705 at 4% or $31,137 at 6%.
Schott & Associates Inc. 401K Plan-5$151,332$18,682$3,736iApproximate average salary by contribution assumption: employee only about $93,410 at 4% or $62,273 at 6%; with 50% employer match about $62,273 at 4% or $41,516 at 6%; with 100% employer match about $46,705 at 4% or $31,137 at 6%.
200916$113,610$22,214$3,702iApproximate average salary by contribution assumption: employee only about $92,558 at 4% or $61,706 at 6%; with 50% employer match about $61,706 at 4% or $41,137 at 6%; with 100% employer match about $46,279 at 4% or $30,853 at 6%.
Schott & Associates Inc. 401K Plan-6$113,610$22,214$3,702iApproximate average salary by contribution assumption: employee only about $92,558 at 4% or $61,706 at 6%; with 50% employer match about $61,706 at 4% or $41,137 at 6%; with 100% employer match about $46,279 at 4% or $30,853 at 6%.
200815$59,511$25,940$5,188iApproximate average salary by contribution assumption: employee only about $129,700 at 4% or $86,467 at 6%; with 50% employer match about $86,467 at 4% or $57,644 at 6%; with 100% employer match about $64,850 at 4% or $43,233 at 6%.
Schott & Associates Inc. 401K Plan-5$59,511$25,940$5,188iApproximate average salary by contribution assumption: employee only about $129,700 at 4% or $86,467 at 6%; with 50% employer match about $86,467 at 4% or $57,644 at 6%; with 100% employer match about $64,850 at 4% or $43,233 at 6%.
200715$0$0-
Schott & Associates Inc. 401K Plan-5---
200615$51,229$20,649$4,130iApproximate average salary by contribution assumption: employee only about $103,245 at 4% or $68,830 at 6%; with 50% employer match about $68,830 at 4% or $45,887 at 6%; with 100% employer match about $51,623 at 4% or $34,415 at 6%.
Schott & Associates Inc. 401K Plan-5$51,229$20,649$4,130iApproximate average salary by contribution assumption: employee only about $103,245 at 4% or $68,830 at 6%; with 50% employer match about $68,830 at 4% or $45,887 at 6%; with 100% employer match about $51,623 at 4% or $34,415 at 6%.
200514$26,587$24,777$6,194iApproximate average salary by contribution assumption: employee only about $154,856 at 4% or $103,238 at 6%; with 50% employer match about $103,238 at 4% or $68,825 at 6%; with 100% employer match about $77,428 at 4% or $51,619 at 6%.
Schott & Associates Inc. 401K Plan-4$26,587$24,777$6,194iApproximate average salary by contribution assumption: employee only about $154,856 at 4% or $103,238 at 6%; with 50% employer match about $103,238 at 4% or $68,825 at 6%; with 100% employer match about $77,428 at 4% or $51,619 at 6%.