Civic Intelligence

Phil R. Schramm

Plan context: Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan

EIN 95-4575921 • Valencia, CA • 28 filings • 5 plans

27951 Smyth Dr., Suite 100Valencia, CA 91355
Current Snapshot

Latest Year

2022

2022 Participants

5

2022 Assets

$3,788,062

2022 Contributions

$206,841

Historical Graphs

Total Assets Over Time

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

$4,568,971$2,284,486$0199920122022YearValue
$3,788,062Latest year 2022

Participants Over Time

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

630199920112022YearValue
5Latest year 2022

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
202215$3,788,062$206,841$41,368iApproximate average salary by contribution assumption: employee only about $1,034,205 at 4% or $689,470 at 6%; with 50% employer match about $689,470 at 4% or $459,647 at 6%; with 100% employer match about $517,102 at 4% or $344,735 at 6%.
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-5$3,788,062$206,841$41,368iApproximate average salary by contribution assumption: employee only about $1,034,205 at 4% or $689,470 at 6%; with 50% employer match about $689,470 at 4% or $459,647 at 6%; with 100% employer match about $517,102 at 4% or $344,735 at 6%.
202115$4,568,971$101,935$20,387iApproximate average salary by contribution assumption: employee only about $509,675 at 4% or $339,783 at 6%; with 50% employer match about $339,783 at 4% or $226,522 at 6%; with 100% employer match about $254,838 at 4% or $169,892 at 6%.
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-5$4,568,971$101,935$20,387iApproximate average salary by contribution assumption: employee only about $509,675 at 4% or $339,783 at 6%; with 50% employer match about $339,783 at 4% or $226,522 at 6%; with 100% employer match about $254,838 at 4% or $169,892 at 6%.
202016$3,767,810$109,650$18,275iApproximate average salary by contribution assumption: employee only about $456,875 at 4% or $304,583 at 6%; with 50% employer match about $304,583 at 4% or $203,056 at 6%; with 100% employer match about $228,438 at 4% or $152,292 at 6%.
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-6$3,767,810$109,650$18,275iApproximate average salary by contribution assumption: employee only about $456,875 at 4% or $304,583 at 6%; with 50% employer match about $304,583 at 4% or $203,056 at 6%; with 100% employer match about $228,438 at 4% or $152,292 at 6%.
201916$3,123,651$108,583$18,097iApproximate average salary by contribution assumption: employee only about $452,429 at 4% or $301,619 at 6%; with 50% employer match about $301,619 at 4% or $201,080 at 6%; with 100% employer match about $226,215 at 4% or $150,810 at 6%.
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-6$3,123,651$108,583$18,097iApproximate average salary by contribution assumption: employee only about $452,429 at 4% or $301,619 at 6%; with 50% employer match about $301,619 at 4% or $201,080 at 6%; with 100% employer match about $226,215 at 4% or $150,810 at 6%.
201816$2,353,368$150,127$25,021iApproximate average salary by contribution assumption: employee only about $625,529 at 4% or $417,019 at 6%; with 50% employer match about $417,019 at 4% or $278,013 at 6%; with 100% employer match about $312,765 at 4% or $208,510 at 6%.
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-6$2,353,368$150,127$25,021iApproximate average salary by contribution assumption: employee only about $625,529 at 4% or $417,019 at 6%; with 50% employer match about $417,019 at 4% or $278,013 at 6%; with 100% employer match about $312,765 at 4% or $208,510 at 6%.
201716$2,386,223$101,455$16,909iApproximate average salary by contribution assumption: employee only about $422,729 at 4% or $281,819 at 6%; with 50% employer match about $281,819 at 4% or $187,880 at 6%; with 100% employer match about $211,365 at 4% or $140,910 at 6%.
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-6$2,386,223$101,455$16,909iApproximate average salary by contribution assumption: employee only about $422,729 at 4% or $281,819 at 6%; with 50% employer match about $281,819 at 4% or $187,880 at 6%; with 100% employer match about $211,365 at 4% or $140,910 at 6%.
201616$2,069,001$96,917$16,153iApproximate average salary by contribution assumption: employee only about $403,821 at 4% or $269,214 at 6%; with 50% employer match about $269,214 at 4% or $179,476 at 6%; with 100% employer match about $201,910 at 4% or $134,607 at 6%.
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-6$2,069,001$96,917$16,153iApproximate average salary by contribution assumption: employee only about $403,821 at 4% or $269,214 at 6%; with 50% employer match about $269,214 at 4% or $179,476 at 6%; with 100% employer match about $201,910 at 4% or $134,607 at 6%.
201516$1,759,290$89,358$14,893iApproximate average salary by contribution assumption: employee only about $372,325 at 4% or $248,217 at 6%; with 50% employer match about $248,217 at 4% or $165,478 at 6%; with 100% employer match about $186,163 at 4% or $124,108 at 6%.
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-6$1,759,290$89,358$14,893iApproximate average salary by contribution assumption: employee only about $372,325 at 4% or $248,217 at 6%; with 50% employer match about $248,217 at 4% or $165,478 at 6%; with 100% employer match about $186,163 at 4% or $124,108 at 6%.
201416$1,655,706$92,375$15,396iApproximate average salary by contribution assumption: employee only about $384,896 at 4% or $256,597 at 6%; with 50% employer match about $256,597 at 4% or $171,065 at 6%; with 100% employer match about $192,448 at 4% or $128,299 at 6%.
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-6$1,655,706$92,375$15,396iApproximate average salary by contribution assumption: employee only about $384,896 at 4% or $256,597 at 6%; with 50% employer match about $256,597 at 4% or $171,065 at 6%; with 100% employer match about $192,448 at 4% or $128,299 at 6%.
201316$1,452,673$94,269$15,712iApproximate average salary by contribution assumption: employee only about $392,788 at 4% or $261,858 at 6%; with 50% employer match about $261,858 at 4% or $174,572 at 6%; with 100% employer match about $196,394 at 4% or $130,929 at 6%.
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-6$1,452,673$94,269$15,712iApproximate average salary by contribution assumption: employee only about $392,788 at 4% or $261,858 at 6%; with 50% employer match about $261,858 at 4% or $174,572 at 6%; with 100% employer match about $196,394 at 4% or $130,929 at 6%.
201216$1,136,752$91,176$15,196iApproximate average salary by contribution assumption: employee only about $379,900 at 4% or $253,267 at 6%; with 50% employer match about $253,267 at 4% or $168,844 at 6%; with 100% employer match about $189,950 at 4% or $126,633 at 6%.
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-6$1,136,752$91,176$15,196iApproximate average salary by contribution assumption: employee only about $379,900 at 4% or $253,267 at 6%; with 50% employer match about $253,267 at 4% or $168,844 at 6%; with 100% employer match about $189,950 at 4% or $126,633 at 6%.
201115$953,351$75,718$15,144iApproximate average salary by contribution assumption: employee only about $378,590 at 4% or $252,393 at 6%; with 50% employer match about $252,393 at 4% or $168,262 at 6%; with 100% employer match about $189,295 at 4% or $126,197 at 6%.
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-5$953,351$75,718$15,144iApproximate average salary by contribution assumption: employee only about $378,590 at 4% or $252,393 at 6%; with 50% employer match about $252,393 at 4% or $168,262 at 6%; with 100% employer match about $189,295 at 4% or $126,197 at 6%.
201015$997,997$63,169$12,634iApproximate average salary by contribution assumption: employee only about $315,845 at 4% or $210,563 at 6%; with 50% employer match about $210,563 at 4% or $140,376 at 6%; with 100% employer match about $157,923 at 4% or $105,282 at 6%.
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-5$997,997$63,169$12,634iApproximate average salary by contribution assumption: employee only about $315,845 at 4% or $210,563 at 6%; with 50% employer match about $210,563 at 4% or $140,376 at 6%; with 100% employer match about $157,923 at 4% or $105,282 at 6%.
200915$819,559$63,132$12,626iApproximate average salary by contribution assumption: employee only about $315,660 at 4% or $210,440 at 6%; with 50% employer match about $210,440 at 4% or $140,293 at 6%; with 100% employer match about $157,830 at 4% or $105,220 at 6%.
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-5$819,559$63,132$12,626iApproximate average salary by contribution assumption: employee only about $315,660 at 4% or $210,440 at 6%; with 50% employer match about $210,440 at 4% or $140,293 at 6%; with 100% employer match about $157,830 at 4% or $105,220 at 6%.
200815$556,254$61,037$12,207iApproximate average salary by contribution assumption: employee only about $305,185 at 4% or $203,457 at 6%; with 50% employer match about $203,457 at 4% or $135,638 at 6%; with 100% employer match about $152,593 at 4% or $101,728 at 6%.
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-5$556,254$61,037$12,207iApproximate average salary by contribution assumption: employee only about $305,185 at 4% or $203,457 at 6%; with 50% employer match about $203,457 at 4% or $135,638 at 6%; with 100% employer match about $152,593 at 4% or $101,728 at 6%.
200716$0$0-
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-6---
200616$653,253$60,760$10,127iApproximate average salary by contribution assumption: employee only about $253,167 at 4% or $168,778 at 6%; with 50% employer match about $168,778 at 4% or $112,519 at 6%; with 100% employer match about $126,583 at 4% or $84,389 at 6%.
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-6$653,253$60,760$10,127iApproximate average salary by contribution assumption: employee only about $253,167 at 4% or $168,778 at 6%; with 50% employer match about $168,778 at 4% or $112,519 at 6%; with 100% employer match about $126,583 at 4% or $84,389 at 6%.
200515$511,364$50,375$10,075iApproximate average salary by contribution assumption: employee only about $251,875 at 4% or $167,917 at 6%; with 50% employer match about $167,917 at 4% or $111,944 at 6%; with 100% employer match about $125,938 at 4% or $83,958 at 6%.
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-5$511,364$50,375$10,075iApproximate average salary by contribution assumption: employee only about $251,875 at 4% or $167,917 at 6%; with 50% employer match about $167,917 at 4% or $111,944 at 6%; with 100% employer match about $125,938 at 4% or $83,958 at 6%.
200412$437,949$47,800$23,900iApproximate average salary by contribution assumption: employee only about $597,500 at 4% or $398,333 at 6%; with 50% employer match about $398,333 at 4% or $265,556 at 6%; with 100% employer match about $298,750 at 4% or $199,167 at 6%.
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-2$437,949$47,800$23,900iApproximate average salary by contribution assumption: employee only about $597,500 at 4% or $398,333 at 6%; with 50% employer match about $398,333 at 4% or $265,556 at 6%; with 100% employer match about $298,750 at 4% or $199,167 at 6%.
200312$359,791$53,250$26,625iApproximate average salary by contribution assumption: employee only about $665,625 at 4% or $443,750 at 6%; with 50% employer match about $443,750 at 4% or $295,833 at 6%; with 100% employer match about $332,813 at 4% or $221,875 at 6%.
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-2$359,791$53,250$26,625iApproximate average salary by contribution assumption: employee only about $665,625 at 4% or $443,750 at 6%; with 50% employer match about $443,750 at 4% or $295,833 at 6%; with 100% employer match about $332,813 at 4% or $221,875 at 6%.
200224$234,773$21,647$5,412iApproximate average salary by contribution assumption: employee only about $135,294 at 4% or $90,196 at 6%; with 50% employer match about $90,196 at 4% or $60,131 at 6%; with 100% employer match about $67,647 at 4% or $45,098 at 6%.
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-4$234,773$21,647$5,412iApproximate average salary by contribution assumption: employee only about $135,294 at 4% or $90,196 at 6%; with 50% employer match about $90,196 at 4% or $60,131 at 6%; with 100% employer match about $67,647 at 4% or $45,098 at 6%.
PHIL R. SCHRAMM DBA SCHRAMM FINANCIAL GROUP MONEY PURCHASE PENSION PLAN-0---
200123$0$0-
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-3---
PHIL R. SCHRAMM DBA SCHRAMM FINANCIAL GROUP MP PENSION PLAN-3---
200023$226,454$23,213$7,738iApproximate average salary by contribution assumption: employee only about $193,442 at 4% or $128,961 at 6%; with 50% employer match about $128,961 at 4% or $85,974 at 6%; with 100% employer match about $96,721 at 4% or $64,481 at 6%.
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-3$226,454$23,213$7,738iApproximate average salary by contribution assumption: employee only about $193,442 at 4% or $128,961 at 6%; with 50% employer match about $128,961 at 4% or $85,974 at 6%; with 100% employer match about $96,721 at 4% or $64,481 at 6%.
PHIL R. SCHRAMM DBA SCHRAMM FINANCIAL GROUP MP PENSION PLAN-3---
199923$298,900$37,772$12,591iApproximate average salary by contribution assumption: employee only about $314,767 at 4% or $209,844 at 6%; with 50% employer match about $209,844 at 4% or $139,896 at 6%; with 100% employer match about $157,383 at 4% or $104,922 at 6%.
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-3$260,097$20,170$6,723iApproximate average salary by contribution assumption: employee only about $168,083 at 4% or $112,056 at 6%; with 50% employer match about $112,056 at 4% or $74,704 at 6%; with 100% employer match about $84,042 at 4% or $56,028 at 6%.
Phil R. Schramm DBA Schramm Financial Group Mp Pension Plan-3$38,803$17,602$5,867iApproximate average salary by contribution assumption: employee only about $146,683 at 4% or $97,789 at 6%; with 50% employer match about $97,789 at 4% or $65,193 at 6%; with 100% employer match about $73,342 at 4% or $48,894 at 6%.