Clark, Harmon, Schmitt Inc.
Plan context: Clark, Harmon, Schmitt Inc. 401K Savings Plan
EIN 95-3681214 • Tustin, CA • 28 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$2,490,683
2024 Contributions
$234,313
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 | 13 | $2,490,683 | $234,313 | $18,024iApproximate average salary by contribution assumption: employee only about $450,602 at 4% or $300,401 at 6%; with 50% employer match about $300,401 at 4% or $200,268 at 6%; with 100% employer match about $225,301 at 4% or $150,201 at 6%. |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 13 | $2,490,683 | $234,313 | $18,024iApproximate average salary by contribution assumption: employee only about $450,602 at 4% or $300,401 at 6%; with 50% employer match about $300,401 at 4% or $200,268 at 6%; with 100% employer match about $225,301 at 4% or $150,201 at 6%. |
| 2023 | 1 | 13 | $1,927,565 | $255,808 | $19,678iApproximate average salary by contribution assumption: employee only about $491,938 at 4% or $327,959 at 6%; with 50% employer match about $327,959 at 4% or $218,639 at 6%; with 100% employer match about $245,969 at 4% or $163,979 at 6%. |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 13 | $1,927,565 | $255,808 | $19,678iApproximate average salary by contribution assumption: employee only about $491,938 at 4% or $327,959 at 6%; with 50% employer match about $327,959 at 4% or $218,639 at 6%; with 100% employer match about $245,969 at 4% or $163,979 at 6%. |
| 2022 | 1 | 11 | $1,421,407 | $177,567 | $16,142iApproximate average salary by contribution assumption: employee only about $403,561 at 4% or $269,041 at 6%; with 50% employer match about $269,041 at 4% or $179,361 at 6%; with 100% employer match about $201,781 at 4% or $134,520 at 6%. |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 11 | $1,421,407 | $177,567 | $16,142iApproximate average salary by contribution assumption: employee only about $403,561 at 4% or $269,041 at 6%; with 50% employer match about $269,041 at 4% or $179,361 at 6%; with 100% employer match about $201,781 at 4% or $134,520 at 6%. |
| 2021 | 1 | 13 | $1,432,575 | $139,022 | $10,694iApproximate average salary by contribution assumption: employee only about $267,350 at 4% or $178,233 at 6%; with 50% employer match about $178,233 at 4% or $118,822 at 6%; with 100% employer match about $133,675 at 4% or $89,117 at 6%. |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 13 | $1,432,575 | $139,022 | $10,694iApproximate average salary by contribution assumption: employee only about $267,350 at 4% or $178,233 at 6%; with 50% employer match about $178,233 at 4% or $118,822 at 6%; with 100% employer match about $133,675 at 4% or $89,117 at 6%. |
| 2020 | 1 | 15 | $1,234,795 | $116,508 | $7,767iApproximate average salary by contribution assumption: employee only about $194,180 at 4% or $129,453 at 6%; with 50% employer match about $129,453 at 4% or $86,302 at 6%; with 100% employer match about $97,090 at 4% or $64,727 at 6%. |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 15 | $1,234,795 | $116,508 | $7,767iApproximate average salary by contribution assumption: employee only about $194,180 at 4% or $129,453 at 6%; with 50% employer match about $129,453 at 4% or $86,302 at 6%; with 100% employer match about $97,090 at 4% or $64,727 at 6%. |
| 2019 | 1 | 16 | $2,569,045 | $120,814 | $7,551iApproximate average salary by contribution assumption: employee only about $188,772 at 4% or $125,848 at 6%; with 50% employer match about $125,848 at 4% or $83,899 at 6%; with 100% employer match about $94,386 at 4% or $62,924 at 6%. |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 16 | $2,569,045 | $120,814 | $7,551iApproximate average salary by contribution assumption: employee only about $188,772 at 4% or $125,848 at 6%; with 50% employer match about $125,848 at 4% or $83,899 at 6%; with 100% employer match about $94,386 at 4% or $62,924 at 6%. |
| 2018 | 1 | 14 | $2,217,391 | $128,289 | $9,164iApproximate average salary by contribution assumption: employee only about $229,088 at 4% or $152,725 at 6%; with 50% employer match about $152,725 at 4% or $101,817 at 6%; with 100% employer match about $114,544 at 4% or $76,363 at 6%. |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 14 | $2,217,391 | $128,289 | $9,164iApproximate average salary by contribution assumption: employee only about $229,088 at 4% or $152,725 at 6%; with 50% employer match about $152,725 at 4% or $101,817 at 6%; with 100% employer match about $114,544 at 4% or $76,363 at 6%. |
| 2017 | 1 | 13 | $2,360,580 | $115,284 | $8,868iApproximate average salary by contribution assumption: employee only about $221,700 at 4% or $147,800 at 6%; with 50% employer match about $147,800 at 4% or $98,533 at 6%; with 100% employer match about $110,850 at 4% or $73,900 at 6%. |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 13 | $2,360,580 | $115,284 | $8,868iApproximate average salary by contribution assumption: employee only about $221,700 at 4% or $147,800 at 6%; with 50% employer match about $147,800 at 4% or $98,533 at 6%; with 100% employer match about $110,850 at 4% or $73,900 at 6%. |
| 2016 | 1 | 13 | $2,006,385 | $130,765 | $10,059iApproximate average salary by contribution assumption: employee only about $251,471 at 4% or $167,647 at 6%; with 50% employer match about $167,647 at 4% or $111,765 at 6%; with 100% employer match about $125,736 at 4% or $83,824 at 6%. |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 13 | $2,006,385 | $130,765 | $10,059iApproximate average salary by contribution assumption: employee only about $251,471 at 4% or $167,647 at 6%; with 50% employer match about $167,647 at 4% or $111,765 at 6%; with 100% employer match about $125,736 at 4% or $83,824 at 6%. |
| 2015 | 1 | 11 | $1,886,589 | $42,749 | $3,886iApproximate average salary by contribution assumption: employee only about $97,157 at 4% or $64,771 at 6%; with 50% employer match about $64,771 at 4% or $43,181 at 6%; with 100% employer match about $48,578 at 4% or $32,386 at 6%. |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 11 | $1,886,589 | $42,749 | $3,886iApproximate average salary by contribution assumption: employee only about $97,157 at 4% or $64,771 at 6%; with 50% employer match about $64,771 at 4% or $43,181 at 6%; with 100% employer match about $48,578 at 4% or $32,386 at 6%. |
| 2014 | 2 | 15 | $2,757,478 | $386,106 | $25,740iApproximate average salary by contribution assumption: employee only about $643,510 at 4% or $429,007 at 6%; with 50% employer match about $429,007 at 4% or $286,004 at 6%; with 100% employer match about $321,755 at 4% or $214,503 at 6%. |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 15 | $2,757,478 | $386,106 | $25,740iApproximate average salary by contribution assumption: employee only about $643,510 at 4% or $429,007 at 6%; with 50% employer match about $429,007 at 4% or $286,004 at 6%; with 100% employer match about $321,755 at 4% or $214,503 at 6%. |
| SCHMITT, HIGASHI & MERRIMAN, INC. DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | - | - |
| 2013 | 2 | 13 | $2,649,841 | $74,940 | $5,765iApproximate average salary by contribution assumption: employee only about $144,115 at 4% or $96,077 at 6%; with 50% employer match about $96,077 at 4% or $64,051 at 6%; with 100% employer match about $72,058 at 4% or $48,038 at 6%. |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 13 | $2,266,597 | $74,940 | $5,765iApproximate average salary by contribution assumption: employee only about $144,115 at 4% or $96,077 at 6%; with 50% employer match about $96,077 at 4% or $64,051 at 6%; with 100% employer match about $72,058 at 4% or $48,038 at 6%. |
| SCHMITT, HIGASHI & MERRIMAN, INC. DEFINED BENEFIT PENSION PLAN | - | 6 | $383,244 | - | - |
| 2012 | 1 | 9 | $1,608,547 | $48,634 | $5,404iApproximate average salary by contribution assumption: employee only about $135,094 at 4% or $90,063 at 6%; with 50% employer match about $90,063 at 4% or $60,042 at 6%; with 100% employer match about $67,547 at 4% or $45,031 at 6%. |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 9 | $1,608,547 | $48,634 | $5,404iApproximate average salary by contribution assumption: employee only about $135,094 at 4% or $90,063 at 6%; with 50% employer match about $90,063 at 4% or $60,042 at 6%; with 100% employer match about $67,547 at 4% or $45,031 at 6%. |
| 2011 | 1 | 9 | $1,556,552 | $71,760 | $7,973iApproximate average salary by contribution assumption: employee only about $199,333 at 4% or $132,889 at 6%; with 50% employer match about $132,889 at 4% or $88,593 at 6%; with 100% employer match about $99,667 at 4% or $66,444 at 6%. |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 9 | $1,556,552 | $71,760 | $7,973iApproximate average salary by contribution assumption: employee only about $199,333 at 4% or $132,889 at 6%; with 50% employer match about $132,889 at 4% or $88,593 at 6%; with 100% employer match about $99,667 at 4% or $66,444 at 6%. |
| 2010 | 1 | 9 | $1,479,957 | $56,595 | $6,288iApproximate average salary by contribution assumption: employee only about $157,208 at 4% or $104,806 at 6%; with 50% employer match about $104,806 at 4% or $69,870 at 6%; with 100% employer match about $78,604 at 4% or $52,403 at 6%. |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 9 | $1,479,957 | $56,595 | $6,288iApproximate average salary by contribution assumption: employee only about $157,208 at 4% or $104,806 at 6%; with 50% employer match about $104,806 at 4% or $69,870 at 6%; with 100% employer match about $78,604 at 4% or $52,403 at 6%. |
| 2009 | 1 | 9 | $1,240,523 | $64,629 | $7,181iApproximate average salary by contribution assumption: employee only about $179,525 at 4% or $119,683 at 6%; with 50% employer match about $119,683 at 4% or $79,789 at 6%; with 100% employer match about $89,763 at 4% or $59,842 at 6%. |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 9 | $1,240,523 | $64,629 | $7,181iApproximate average salary by contribution assumption: employee only about $179,525 at 4% or $119,683 at 6%; with 50% employer match about $119,683 at 4% or $79,789 at 6%; with 100% employer match about $89,763 at 4% or $59,842 at 6%. |
| 2008 | 1 | 10 | $2,449,150 | $64,899 | $6,490iApproximate average salary by contribution assumption: employee only about $162,248 at 4% or $108,165 at 6%; with 50% employer match about $108,165 at 4% or $72,110 at 6%; with 100% employer match about $81,124 at 4% or $54,083 at 6%. |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 10 | $2,449,150 | $64,899 | $6,490iApproximate average salary by contribution assumption: employee only about $162,248 at 4% or $108,165 at 6%; with 50% employer match about $108,165 at 4% or $72,110 at 6%; with 100% employer match about $81,124 at 4% or $54,083 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 7 | - | - | - |
| 2006 | 1 | 6 | $3,030,054 | $45,500 | $7,583iApproximate average salary by contribution assumption: employee only about $189,583 at 4% or $126,389 at 6%; with 50% employer match about $126,389 at 4% or $84,259 at 6%; with 100% employer match about $94,792 at 4% or $63,194 at 6%. |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 6 | $3,030,054 | $45,500 | $7,583iApproximate average salary by contribution assumption: employee only about $189,583 at 4% or $126,389 at 6%; with 50% employer match about $126,389 at 4% or $84,259 at 6%; with 100% employer match about $94,792 at 4% or $63,194 at 6%. |
| 2005 | 1 | 7 | $2,751,615 | $33,058 | $4,723iApproximate average salary by contribution assumption: employee only about $118,064 at 4% or $78,710 at 6%; with 50% employer match about $78,710 at 4% or $52,473 at 6%; with 100% employer match about $59,032 at 4% or $39,355 at 6%. |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 7 | $2,751,615 | $33,058 | $4,723iApproximate average salary by contribution assumption: employee only about $118,064 at 4% or $78,710 at 6%; with 50% employer match about $78,710 at 4% or $52,473 at 6%; with 100% employer match about $59,032 at 4% or $39,355 at 6%. |
| 2004 | 1 | 8 | $2,477,222 | $37,914 | $4,739iApproximate average salary by contribution assumption: employee only about $118,481 at 4% or $78,988 at 6%; with 50% employer match about $78,988 at 4% or $52,658 at 6%; with 100% employer match about $59,241 at 4% or $39,494 at 6%. |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 8 | $2,477,222 | $37,914 | $4,739iApproximate average salary by contribution assumption: employee only about $118,481 at 4% or $78,988 at 6%; with 50% employer match about $78,988 at 4% or $52,658 at 6%; with 100% employer match about $59,241 at 4% or $39,494 at 6%. |
| 2003 | 1 | 7 | $2,380,833 | $25,873 | $3,696iApproximate average salary by contribution assumption: employee only about $92,404 at 4% or $61,602 at 6%; with 50% employer match about $61,602 at 4% or $41,068 at 6%; with 100% employer match about $46,202 at 4% or $30,801 at 6%. |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 7 | $2,380,833 | $25,873 | $3,696iApproximate average salary by contribution assumption: employee only about $92,404 at 4% or $61,602 at 6%; with 50% employer match about $61,602 at 4% or $41,068 at 6%; with 100% employer match about $46,202 at 4% or $30,801 at 6%. |
| 2002 | 1 | 8 | $2,341,711 | $21,156 | $2,645iApproximate average salary by contribution assumption: employee only about $66,113 at 4% or $44,075 at 6%; with 50% employer match about $44,075 at 4% or $29,383 at 6%; with 100% employer match about $33,056 at 4% or $22,038 at 6%. |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 8 | $2,341,711 | $21,156 | $2,645iApproximate average salary by contribution assumption: employee only about $66,113 at 4% or $44,075 at 6%; with 50% employer match about $44,075 at 4% or $29,383 at 6%; with 100% employer match about $33,056 at 4% or $22,038 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 7 | - | - | - |
| 2000 | 1 | 7 | $0 | $0 | - |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 7 | - | - | - |
| 1999 | 1 | 7 | $3,457,421 | $38,889 | $5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,729 at 6%; with 100% employer match about $69,445 at 4% or $46,296 at 6%. |
| Clark, Harmon, Schmitt Inc. 401K Savings Plan | - | 7 | $3,457,421 | $38,889 | $5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,729 at 6%; with 100% employer match about $69,445 at 4% or $46,296 at 6%. |