Charles E. Schmuck & Associates Inc. 401K Profit Sharing Plan
Plan context: Charles E. Schmuck & Associates Inc. Defined Benefit Pension Plan
EIN 94-3243959 • 10 filings • 4 plans
Current Snapshot
Latest Year
2003
2003 Participants
11
2003 Assets
$178,569
2003 Contributions
$114,538
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 |
|---|---|---|---|---|---|
| 2003 | 2 | 0 | $0 | $114,538 | - |
| Charles E. Schmuck & Associates Inc. 401K Profit Sharing Plan | - | 0 | - | $2,100 | - |
| Charles E. Schmuck & Associates Inc. Defined Benefit Pension Plan | - | 0 | - | $112,438 | - |
| 2002 | 2 | 11 | $0 | $0 | - |
| Charles E. Schmuck & Associates Inc. Defined Benefit Pension Plan | - | 5 | - | - | - |
| Charles E. Schmuck & Associates Inc. 401K Profit Sharing Plan | - | 11 | - | - | - |
| 2001 | 2 | 10 | $178,569 | $61,294 | $6,129iApproximate average salary by contribution assumption: employee only about $153,235 at 4% or $102,157 at 6%; with 50% employer match about $102,157 at 4% or $68,104 at 6%; with 100% employer match about $76,618 at 4% or $51,078 at 6%. |
| Charles E. Schmuck & Associates Inc. 401K Profit Sharing Plan | - | 10 | $178,569 | $61,294 | $6,129iApproximate average salary by contribution assumption: employee only about $153,235 at 4% or $102,157 at 6%; with 50% employer match about $102,157 at 4% or $68,104 at 6%; with 100% employer match about $76,618 at 4% or $51,078 at 6%. |
| Charles E. Schmuck & Associates Inc. Defined Benefit Pension Plan | - | 3 | - | - | - |
| 2000 | 2 | 6 | $122,673 | $54,963 | $9,161iApproximate average salary by contribution assumption: employee only about $229,013 at 4% or $152,675 at 6%; with 50% employer match about $152,675 at 4% or $101,783 at 6%; with 100% employer match about $114,506 at 4% or $76,338 at 6%. |
| Charles E. Schmuck & Associates Inc. 401K Profit Sharing Plan | - | 6 | $122,673 | $54,963 | $9,161iApproximate average salary by contribution assumption: employee only about $229,013 at 4% or $152,675 at 6%; with 50% employer match about $152,675 at 4% or $101,783 at 6%; with 100% employer match about $114,506 at 4% or $76,338 at 6%. |
| Charles E. Schmuck & Associates Inc. Defined Benefit Pension Plan | - | 4 | - | - | - |
| 1999 | 2 | 3 | $325,594 | $0 | - |
| Charles E. Schmuck & Associates Inc. Defined Benefit Pension Plan | - | 0 | $247,815 | - | - |
| Charles E. Schmuck & Associates Inc. 401K Profit Sharing Plan | - | 3 | $77,779 | - | - |