Civic Intelligence

John W. Schulz, D.D.S. Inc.

Plan context: JOHN W. SCHULZ, D.D.S., INC. 401(K) PROFIT SHARING PLAN

EIN 94-2605510 • San Francisco, CA • 26 filings • 5 plans

595 Buckingham WaySan Francisco, CA 94132-0000
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$3,060,204

2023 Contributions

$41,069

Historical Graphs

Total Assets Over Time

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

$3,085,975$1,542,988$0199920152023YearValue
$3,060,204Latest year 2023

Participants Over Time

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

530199920112023YearValue
4Latest year 2023

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
202314$3,060,204$41,069$10,267iApproximate average salary by contribution assumption: employee only about $256,681 at 4% or $171,121 at 6%; with 50% employer match about $171,121 at 4% or $114,081 at 6%; with 100% employer match about $128,341 at 4% or $85,560 at 6%.
JOHN W. SCHULZ, D.D.S., INC. 401(K) PROFIT SHARING PLAN-4$3,060,204$41,069$10,267iApproximate average salary by contribution assumption: employee only about $256,681 at 4% or $171,121 at 6%; with 50% employer match about $171,121 at 4% or $114,081 at 6%; with 100% employer match about $128,341 at 4% or $85,560 at 6%.
202214$2,872,542$58,133$14,533iApproximate average salary by contribution assumption: employee only about $363,331 at 4% or $242,221 at 6%; with 50% employer match about $242,221 at 4% or $161,481 at 6%; with 100% employer match about $181,666 at 4% or $121,110 at 6%.
JOHN W. SCHULZ, D.D.S., INC. 401(K) PROFIT SHARING PLAN-4$2,872,542$58,133$14,533iApproximate average salary by contribution assumption: employee only about $363,331 at 4% or $242,221 at 6%; with 50% employer match about $242,221 at 4% or $161,481 at 6%; with 100% employer match about $181,666 at 4% or $121,110 at 6%.
202114$2,635,872$22,375$5,594iApproximate average salary by contribution assumption: employee only about $139,844 at 4% or $93,229 at 6%; with 50% employer match about $93,229 at 4% or $62,153 at 6%; with 100% employer match about $69,922 at 4% or $46,615 at 6%.
JOHN W. SCHULZ, D.D.S., INC. 401(K) PROFIT SHARING PLAN-4$2,635,872$22,375$5,594iApproximate average salary by contribution assumption: employee only about $139,844 at 4% or $93,229 at 6%; with 50% employer match about $93,229 at 4% or $62,153 at 6%; with 100% employer match about $69,922 at 4% or $46,615 at 6%.
202015$3,085,975$83,382$16,676iApproximate average salary by contribution assumption: employee only about $416,910 at 4% or $277,940 at 6%; with 50% employer match about $277,940 at 4% or $185,293 at 6%; with 100% employer match about $208,455 at 4% or $138,970 at 6%.
JOHN W. SCHULZ, D.D.S., INC. 401(K) PROFIT SHARING PLAN-5$3,085,975$83,382$16,676iApproximate average salary by contribution assumption: employee only about $416,910 at 4% or $277,940 at 6%; with 50% employer match about $277,940 at 4% or $185,293 at 6%; with 100% employer match about $208,455 at 4% or $138,970 at 6%.
201915$2,659,984$44,226$8,845iApproximate average salary by contribution assumption: employee only about $221,130 at 4% or $147,420 at 6%; with 50% employer match about $147,420 at 4% or $98,280 at 6%; with 100% employer match about $110,565 at 4% or $73,710 at 6%.
JOHN W. SCHULZ, D.D.S., INC. 401(K) PROFIT SHARING PLAN-5$2,659,984$44,226$8,845iApproximate average salary by contribution assumption: employee only about $221,130 at 4% or $147,420 at 6%; with 50% employer match about $147,420 at 4% or $98,280 at 6%; with 100% employer match about $110,565 at 4% or $73,710 at 6%.
201815$2,705,207$54,351$10,870iApproximate average salary by contribution assumption: employee only about $271,755 at 4% or $181,170 at 6%; with 50% employer match about $181,170 at 4% or $120,780 at 6%; with 100% employer match about $135,878 at 4% or $90,585 at 6%.
JOHN W. SCHULZ, D.D.S., INC. 401(K) PROFIT SHARING PLAN-5$2,705,207$54,351$10,870iApproximate average salary by contribution assumption: employee only about $271,755 at 4% or $181,170 at 6%; with 50% employer match about $181,170 at 4% or $120,780 at 6%; with 100% employer match about $135,878 at 4% or $90,585 at 6%.
201715$2,663,206$79,800$15,960iApproximate average salary by contribution assumption: employee only about $399,000 at 4% or $266,000 at 6%; with 50% employer match about $266,000 at 4% or $177,333 at 6%; with 100% employer match about $199,500 at 4% or $133,000 at 6%.
JOHN W. SCHULZ, D.D.S., INC. 401(K) PROFIT SHARING PLAN-5$2,663,206$79,800$15,960iApproximate average salary by contribution assumption: employee only about $399,000 at 4% or $266,000 at 6%; with 50% employer match about $266,000 at 4% or $177,333 at 6%; with 100% employer match about $199,500 at 4% or $133,000 at 6%.
201615$2,602,407$79,084$15,817iApproximate average salary by contribution assumption: employee only about $395,420 at 4% or $263,613 at 6%; with 50% employer match about $263,613 at 4% or $175,742 at 6%; with 100% employer match about $197,710 at 4% or $131,807 at 6%.
JOHN W. SCHULZ, D.D.S., INC. 401(K) PROFIT SHARING PLAN-5$2,602,407$79,084$15,817iApproximate average salary by contribution assumption: employee only about $395,420 at 4% or $263,613 at 6%; with 50% employer match about $263,613 at 4% or $175,742 at 6%; with 100% employer match about $197,710 at 4% or $131,807 at 6%.
201515$2,495,993$76,960$15,392iApproximate average salary by contribution assumption: employee only about $384,800 at 4% or $256,533 at 6%; with 50% employer match about $256,533 at 4% or $171,022 at 6%; with 100% employer match about $192,400 at 4% or $128,267 at 6%.
JOHN W. SCHULZ, D.D.S., INC. 401(K) PROFIT SHARING PLAN-5$2,495,993$76,960$15,392iApproximate average salary by contribution assumption: employee only about $384,800 at 4% or $256,533 at 6%; with 50% employer match about $256,533 at 4% or $171,022 at 6%; with 100% employer match about $192,400 at 4% or $128,267 at 6%.
201415$2,222,803$74,928$14,986iApproximate average salary by contribution assumption: employee only about $374,640 at 4% or $249,760 at 6%; with 50% employer match about $249,760 at 4% or $166,507 at 6%; with 100% employer match about $187,320 at 4% or $124,880 at 6%.
JOHN W. SCHULZ, D.D.S., INC. 401(K) PROFIT SHARING PLAN-5$2,222,803$74,928$14,986iApproximate average salary by contribution assumption: employee only about $374,640 at 4% or $249,760 at 6%; with 50% employer match about $249,760 at 4% or $166,507 at 6%; with 100% employer match about $187,320 at 4% or $124,880 at 6%.
201315$2,145,128$72,759$14,552iApproximate average salary by contribution assumption: employee only about $363,795 at 4% or $242,530 at 6%; with 50% employer match about $242,530 at 4% or $161,687 at 6%; with 100% employer match about $181,898 at 4% or $121,265 at 6%.
JOHN W. SCHULZ, D.D.S., INC. 401(K) PROFIT SHARING PLAN-5$2,145,128$72,759$14,552iApproximate average salary by contribution assumption: employee only about $363,795 at 4% or $242,530 at 6%; with 50% employer match about $242,530 at 4% or $161,687 at 6%; with 100% employer match about $181,898 at 4% or $121,265 at 6%.
201215$1,988,690$71,848$14,370iApproximate average salary by contribution assumption: employee only about $359,240 at 4% or $239,493 at 6%; with 50% employer match about $239,493 at 4% or $159,662 at 6%; with 100% employer match about $179,620 at 4% or $119,747 at 6%.
JOHN W. SCHULZ, D.D.S., INC. 401(K) PROFIT SHARING PLAN-5$1,988,690$71,848$14,370iApproximate average salary by contribution assumption: employee only about $359,240 at 4% or $239,493 at 6%; with 50% employer match about $239,493 at 4% or $159,662 at 6%; with 100% employer match about $179,620 at 4% or $119,747 at 6%.
201115$1,786,029$68,887$13,777iApproximate average salary by contribution assumption: employee only about $344,435 at 4% or $229,623 at 6%; with 50% employer match about $229,623 at 4% or $153,082 at 6%; with 100% employer match about $172,218 at 4% or $114,812 at 6%.
JOHN W. SCHULZ, D.D.S., INC. 401(K) PROFIT SHARING PLAN-5$1,786,029$68,887$13,777iApproximate average salary by contribution assumption: employee only about $344,435 at 4% or $229,623 at 6%; with 50% employer match about $229,623 at 4% or $153,082 at 6%; with 100% employer match about $172,218 at 4% or $114,812 at 6%.
201015$1,557,162$66,470$13,294iApproximate average salary by contribution assumption: employee only about $332,350 at 4% or $221,567 at 6%; with 50% employer match about $221,567 at 4% or $147,711 at 6%; with 100% employer match about $166,175 at 4% or $110,783 at 6%.
JOHN W. SCHULZ, D.D.S., INC. 401(K) PROFIT SHARING PLAN-5$1,557,162$66,470$13,294iApproximate average salary by contribution assumption: employee only about $332,350 at 4% or $221,567 at 6%; with 50% employer match about $221,567 at 4% or $147,711 at 6%; with 100% employer match about $166,175 at 4% or $110,783 at 6%.
200915$1,395,803$66,120$13,224iApproximate average salary by contribution assumption: employee only about $330,600 at 4% or $220,400 at 6%; with 50% employer match about $220,400 at 4% or $146,933 at 6%; with 100% employer match about $165,300 at 4% or $110,200 at 6%.
JOHN W. SCHULZ, D.D.S., INC. 401(K) PROFIT SHARING PLAN-5$1,395,803$66,120$13,224iApproximate average salary by contribution assumption: employee only about $330,600 at 4% or $220,400 at 6%; with 50% employer match about $220,400 at 4% or $146,933 at 6%; with 100% employer match about $165,300 at 4% or $110,200 at 6%.
200814$0$0-
JOHN W. SCHULZ, D.D.S., INC. 401K PROFIT SHARING PLAN-4---
200714$0$0-
JOHN W. SCHULZ, D.D.S., INC. 401K PROFIT SHARING PLAN-4---
200614$0$0-
JOHN W. SCHULZ, D.D.S., INC. 401K PROFIT SHARING PLAN-4---
200514$0$0-
JOHN W. SCHULZ DDS 401K PROFIT SHARING PLAN-4---
200424$1,118,963$58,514$14,629iApproximate average salary by contribution assumption: employee only about $365,713 at 4% or $243,808 at 6%; with 50% employer match about $243,808 at 4% or $162,539 at 6%; with 100% employer match about $182,856 at 4% or $121,904 at 6%.
JOHN W. SCHULZ DDS 401K PROFIT SHARING PLAN-4$1,118,963$58,514$14,629iApproximate average salary by contribution assumption: employee only about $365,713 at 4% or $243,808 at 6%; with 50% employer match about $243,808 at 4% or $162,539 at 6%; with 100% employer match about $182,856 at 4% or $121,904 at 6%.
John W. Schulz, D.D.S. Inc. Money Purchase Pension Plan-0---
200314$0$0-
John W. Schulz, D.D.S. Inc. Money Purchase Pension Plan-4---
200214$0$0-
John W. Schulz, D.D.S. Inc. Money Purchase Pension Plan-4---
200114$0$0-
John W. Schulz, D.D.S. Inc. Money Purchase Pension Plan-4---
200014$0$0-
John W. Schulz, D.D.S. Inc. Money Purchase Pension Plan-4---
199914$2,347,395$43,614$10,904iApproximate average salary by contribution assumption: employee only about $272,588 at 4% or $181,725 at 6%; with 50% employer match about $181,725 at 4% or $121,150 at 6%; with 100% employer match about $136,294 at 4% or $90,863 at 6%.
John W. Schulz, D.D.S. Inc. Money Purchase Pension Plan-4$2,347,395$43,614$10,904iApproximate average salary by contribution assumption: employee only about $272,588 at 4% or $181,725 at 6%; with 50% employer match about $181,725 at 4% or $121,150 at 6%; with 100% employer match about $136,294 at 4% or $90,863 at 6%.