Drs. Schatz, Mcdonald & Johnson
Plan context: Drs. Schatz, Mcdonald & Johnson 401K Profit Sharing Plan
EIN 94-2275625 • San Francisco, CA • 20 filings • 3 plans
Current Snapshot
Latest Year
2018
2018 Participants
61
2018 Assets
$9,557,738
2018 Contributions
$630,266
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 61 | $9,557,738 | $630,266 | $10,332iApproximate average salary by contribution assumption: employee only about $258,306 at 4% or $172,204 at 6%; with 50% employer match about $172,204 at 4% or $114,803 at 6%; with 100% employer match about $129,153 at 4% or $86,102 at 6%. |
| Drs. Schatz, Mcdonald & Johnson 401K Profit Sharing Plan | - | 61 | $9,557,738 | $630,266 | $10,332iApproximate average salary by contribution assumption: employee only about $258,306 at 4% or $172,204 at 6%; with 50% employer match about $172,204 at 4% or $114,803 at 6%; with 100% employer match about $129,153 at 4% or $86,102 at 6%. |
| 2017 | 1 | 55 | $9,114,440 | $634,741 | $11,541iApproximate average salary by contribution assumption: employee only about $288,519 at 4% or $192,346 at 6%; with 50% employer match about $192,346 at 4% or $128,231 at 6%; with 100% employer match about $144,259 at 4% or $96,173 at 6%. |
| Drs. Schatz, Mcdonald & Johnson 401K Profit Sharing Plan | - | 55 | $9,114,440 | $634,741 | $11,541iApproximate average salary by contribution assumption: employee only about $288,519 at 4% or $192,346 at 6%; with 50% employer match about $192,346 at 4% or $128,231 at 6%; with 100% employer match about $144,259 at 4% or $96,173 at 6%. |
| 2016 | 1 | 53 | $8,060,826 | $202,960 | $3,829iApproximate average salary by contribution assumption: employee only about $95,736 at 4% or $63,824 at 6%; with 50% employer match about $63,824 at 4% or $42,549 at 6%; with 100% employer match about $47,868 at 4% or $31,912 at 6%. |
| Drs. Schatz, Mcdonald & Johnson 401K Profit Sharing Plan | - | 53 | $8,060,826 | $202,960 | $3,829iApproximate average salary by contribution assumption: employee only about $95,736 at 4% or $63,824 at 6%; with 50% employer match about $63,824 at 4% or $42,549 at 6%; with 100% employer match about $47,868 at 4% or $31,912 at 6%. |
| 2015 | 1 | 50 | $6,872,777 | $485,411 | $9,708iApproximate average salary by contribution assumption: employee only about $242,705 at 4% or $161,804 at 6%; with 50% employer match about $161,804 at 4% or $107,869 at 6%; with 100% employer match about $121,353 at 4% or $80,902 at 6%. |
| Drs. Schatz, Mcdonald & Johnson 401K Profit Sharing Plan | - | 50 | $6,872,777 | $485,411 | $9,708iApproximate average salary by contribution assumption: employee only about $242,705 at 4% or $161,804 at 6%; with 50% employer match about $161,804 at 4% or $107,869 at 6%; with 100% employer match about $121,353 at 4% or $80,902 at 6%. |
| 2014 | 1 | 46 | $5,886,120 | $434,567 | $9,447iApproximate average salary by contribution assumption: employee only about $236,178 at 4% or $157,452 at 6%; with 50% employer match about $157,452 at 4% or $104,968 at 6%; with 100% employer match about $118,089 at 4% or $78,726 at 6%. |
| Drs. Schatz, Mcdonald & Johnson 401K Profit Sharing Plan | - | 46 | $5,886,120 | $434,567 | $9,447iApproximate average salary by contribution assumption: employee only about $236,178 at 4% or $157,452 at 6%; with 50% employer match about $157,452 at 4% or $104,968 at 6%; with 100% employer match about $118,089 at 4% or $78,726 at 6%. |
| 2013 | 1 | 45 | $5,587,558 | $403,108 | $8,958iApproximate average salary by contribution assumption: employee only about $223,949 at 4% or $149,299 at 6%; with 50% employer match about $149,299 at 4% or $99,533 at 6%; with 100% employer match about $111,974 at 4% or $74,650 at 6%. |
| Drs. Schatz, Mcdonald & Johnson 401K Profit Sharing Plan | - | 45 | $5,587,558 | $403,108 | $8,958iApproximate average salary by contribution assumption: employee only about $223,949 at 4% or $149,299 at 6%; with 50% employer match about $149,299 at 4% or $99,533 at 6%; with 100% employer match about $111,974 at 4% or $74,650 at 6%. |
| 2012 | 1 | 49 | $5,040,395 | $358,635 | $7,319iApproximate average salary by contribution assumption: employee only about $182,977 at 4% or $121,985 at 6%; with 50% employer match about $121,985 at 4% or $81,323 at 6%; with 100% employer match about $91,489 at 4% or $60,992 at 6%. |
| Drs. Schatz, Mcdonald & Johnson 401K Profit Sharing Plan | - | 49 | $5,040,395 | $358,635 | $7,319iApproximate average salary by contribution assumption: employee only about $182,977 at 4% or $121,985 at 6%; with 50% employer match about $121,985 at 4% or $81,323 at 6%; with 100% employer match about $91,489 at 4% or $60,992 at 6%. |
| 2011 | 1 | 49 | $4,150,258 | $359,250 | $7,332iApproximate average salary by contribution assumption: employee only about $183,291 at 4% or $122,194 at 6%; with 50% employer match about $122,194 at 4% or $81,463 at 6%; with 100% employer match about $91,645 at 4% or $61,097 at 6%. |
| Drs. Schatz, Mcdonald & Johnson 401K Profit Sharing Plan | - | 49 | $4,150,258 | $359,250 | $7,332iApproximate average salary by contribution assumption: employee only about $183,291 at 4% or $122,194 at 6%; with 50% employer match about $122,194 at 4% or $81,463 at 6%; with 100% employer match about $91,645 at 4% or $61,097 at 6%. |
| 2010 | 1 | 44 | $3,380,966 | $355,550 | $8,081iApproximate average salary by contribution assumption: employee only about $202,017 at 4% or $134,678 at 6%; with 50% employer match about $134,678 at 4% or $89,785 at 6%; with 100% employer match about $101,009 at 4% or $67,339 at 6%. |
| Drs. Schatz, Mcdonald & Johnson 401K Profit Sharing Plan | - | 44 | $3,380,966 | $355,550 | $8,081iApproximate average salary by contribution assumption: employee only about $202,017 at 4% or $134,678 at 6%; with 50% employer match about $134,678 at 4% or $89,785 at 6%; with 100% employer match about $101,009 at 4% or $67,339 at 6%. |
| 2009 | 1 | 41 | $3,191,309 | $320,792 | $7,824iApproximate average salary by contribution assumption: employee only about $195,605 at 4% or $130,403 at 6%; with 50% employer match about $130,403 at 4% or $86,936 at 6%; with 100% employer match about $97,802 at 4% or $65,202 at 6%. |
| Drs. Schatz, Mcdonald & Johnson 401K Profit Sharing Plan | - | 41 | $3,191,309 | $320,792 | $7,824iApproximate average salary by contribution assumption: employee only about $195,605 at 4% or $130,403 at 6%; with 50% employer match about $130,403 at 4% or $86,936 at 6%; with 100% employer match about $97,802 at 4% or $65,202 at 6%. |
| 2008 | 1 | 30 | $0 | $0 | - |
| Drs. Schatz, Mcdonald & Johnson 401K Profit Sharing Plan | - | 30 | - | - | - |
| 2007 | 1 | 28 | $0 | $0 | - |
| Drs. Schatz, Mcdonald & Johnson 401K Profit Sharing Plan | - | 28 | - | - | - |
| 2006 | 1 | 27 | $0 | $0 | - |
| Drs. Schatz, Mcdonald & Johnson 401K Profit Sharing Plan | - | 27 | - | - | - |
| 2005 | 1 | 30 | $2,218,244 | $229,083 | $7,636iApproximate average salary by contribution assumption: employee only about $190,903 at 4% or $127,268 at 6%; with 50% employer match about $127,268 at 4% or $84,846 at 6%; with 100% employer match about $95,451 at 4% or $63,634 at 6%. |
| Drs. Schatz, Mcdonald & Johnson 401K Profit Sharing Plan | - | 30 | $2,218,244 | $229,083 | $7,636iApproximate average salary by contribution assumption: employee only about $190,903 at 4% or $127,268 at 6%; with 50% employer match about $127,268 at 4% or $84,846 at 6%; with 100% employer match about $95,451 at 4% or $63,634 at 6%. |
| 2004 | 1 | 28 | $1,874,499 | $199,590 | $7,128iApproximate average salary by contribution assumption: employee only about $178,205 at 4% or $118,804 at 6%; with 50% employer match about $118,804 at 4% or $79,202 at 6%; with 100% employer match about $89,103 at 4% or $59,402 at 6%. |
| Drs. Schatz, Mcdonald & Johnson 401K Profit Sharing Plan | - | 28 | $1,874,499 | $199,590 | $7,128iApproximate average salary by contribution assumption: employee only about $178,205 at 4% or $118,804 at 6%; with 50% employer match about $118,804 at 4% or $79,202 at 6%; with 100% employer match about $89,103 at 4% or $59,402 at 6%. |
| 2003 | 1 | 24 | $0 | $0 | - |
| Drs. Schatz, Mcdonald & Johnson 401K Profit Sharing Plan | - | 24 | - | - | - |
| 2002 | 1 | 20 | $0 | $0 | - |
| Drs. Schatz, Mcdonald & Johnson 401K Profit Sharing Plan | - | 20 | - | - | - |
| 2001 | 1 | 13 | $0 | $0 | - |
| Drs. Schatz, Mcdonald & Johnson 401K Profit Sharing Plan | - | 13 | - | - | - |
| 2000 | 1 | 17 | $0 | $0 | - |
| Drs. Schatz, Mcdonald & Johnson 401K Profit Sharing Plan | - | 17 | - | - | - |
| 1999 | 1 | 16 | $1,257,455 | $93,983 | $5,874iApproximate average salary by contribution assumption: employee only about $146,848 at 4% or $97,899 at 6%; with 50% employer match about $97,899 at 4% or $65,266 at 6%; with 100% employer match about $73,424 at 4% or $48,949 at 6%. |
| Drs. Schatz, Mcdonald & Johnson 401K Profit Sharing Plan | - | 16 | $1,257,455 | $93,983 | $5,874iApproximate average salary by contribution assumption: employee only about $146,848 at 4% or $97,899 at 6%; with 50% employer match about $97,899 at 4% or $65,266 at 6%; with 100% employer match about $73,424 at 4% or $48,949 at 6%. |