Civic Intelligence

Schwartz & Schwartz Pa

Plan context: Schwartz Schwartz Pa 401 K Profit Sharing Plan Trust

EIN 01-0482209 • Portland, ME • 10 filings • 2 plans

482 Congress StPortland, ME 04101-3409
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$567,754

2024 Contributions

$92,391

Historical Graphs

Total Assets Over Time

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

$567,754$283,877$0201520202024YearValue
$567,754Latest year 2024

Participants Over Time

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

530201520202024YearValue
5Latest year 2024

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
202415$567,754$92,391$18,478iApproximate average salary by contribution assumption: employee only about $461,955 at 4% or $307,970 at 6%; with 50% employer match about $307,970 at 4% or $205,313 at 6%; with 100% employer match about $230,978 at 4% or $153,985 at 6%.
Schwartz Schwartz Pa 401 K Profit Sharing Plan Trust-5$567,754$92,391$18,478iApproximate average salary by contribution assumption: employee only about $461,955 at 4% or $307,970 at 6%; with 50% employer match about $307,970 at 4% or $205,313 at 6%; with 100% employer match about $230,978 at 4% or $153,985 at 6%.
202313$397,266$68,873$22,958iApproximate average salary by contribution assumption: employee only about $573,942 at 4% or $382,628 at 6%; with 50% employer match about $382,628 at 4% or $255,085 at 6%; with 100% employer match about $286,971 at 4% or $191,314 at 6%.
Schwartz Schwartz Pa 401 K Profit Sharing Plan Trust-3$397,266$68,873$22,958iApproximate average salary by contribution assumption: employee only about $573,942 at 4% or $382,628 at 6%; with 50% employer match about $382,628 at 4% or $255,085 at 6%; with 100% employer match about $286,971 at 4% or $191,314 at 6%.
202213$263,910$38,920$12,973iApproximate average salary by contribution assumption: employee only about $324,333 at 4% or $216,222 at 6%; with 50% employer match about $216,222 at 4% or $144,148 at 6%; with 100% employer match about $162,167 at 4% or $108,111 at 6%.
Schwartz Schwartz Pa 401 K Profit Sharing Plan Trust-3$263,910$38,920$12,973iApproximate average salary by contribution assumption: employee only about $324,333 at 4% or $216,222 at 6%; with 50% employer match about $216,222 at 4% or $144,148 at 6%; with 100% employer match about $162,167 at 4% or $108,111 at 6%.
202113$286,399$46,602$15,534iApproximate average salary by contribution assumption: employee only about $388,350 at 4% or $258,900 at 6%; with 50% employer match about $258,900 at 4% or $172,600 at 6%; with 100% employer match about $194,175 at 4% or $129,450 at 6%.
Schwartz Schwartz Pa 401 K Profit Sharing Plan Trust-3$286,399$46,602$15,534iApproximate average salary by contribution assumption: employee only about $388,350 at 4% or $258,900 at 6%; with 50% employer match about $258,900 at 4% or $172,600 at 6%; with 100% employer match about $194,175 at 4% or $129,450 at 6%.
202013$203,401$23,976$7,992iApproximate average salary by contribution assumption: employee only about $199,800 at 4% or $133,200 at 6%; with 50% employer match about $133,200 at 4% or $88,800 at 6%; with 100% employer match about $99,900 at 4% or $66,600 at 6%.
Schwartz Schwartz Pa 401 K Profit Sharing Plan Trust-3$203,401$23,976$7,992iApproximate average salary by contribution assumption: employee only about $199,800 at 4% or $133,200 at 6%; with 50% employer match about $133,200 at 4% or $88,800 at 6%; with 100% employer match about $99,900 at 4% or $66,600 at 6%.
201913$143,075$38,520$12,840iApproximate average salary by contribution assumption: employee only about $321,000 at 4% or $214,000 at 6%; with 50% employer match about $214,000 at 4% or $142,667 at 6%; with 100% employer match about $160,500 at 4% or $107,000 at 6%.
Schwartz Schwartz Pa 401 K Profit Sharing Plan Trust-3$143,075$38,520$12,840iApproximate average salary by contribution assumption: employee only about $321,000 at 4% or $214,000 at 6%; with 50% employer match about $214,000 at 4% or $142,667 at 6%; with 100% employer match about $160,500 at 4% or $107,000 at 6%.
201813$78,818$24,490$8,163iApproximate average salary by contribution assumption: employee only about $204,083 at 4% or $136,056 at 6%; with 50% employer match about $136,056 at 4% or $90,704 at 6%; with 100% employer match about $102,042 at 4% or $68,028 at 6%.
Schwartz Schwartz Pa 401 K Profit Sharing Plan Trust-3$78,818$24,490$8,163iApproximate average salary by contribution assumption: employee only about $204,083 at 4% or $136,056 at 6%; with 50% employer match about $136,056 at 4% or $90,704 at 6%; with 100% employer match about $102,042 at 4% or $68,028 at 6%.
201713$59,214$20,165$6,722iApproximate average salary by contribution assumption: employee only about $168,042 at 4% or $112,028 at 6%; with 50% employer match about $112,028 at 4% or $74,685 at 6%; with 100% employer match about $84,021 at 4% or $56,014 at 6%.
Schwartz Schwartz Pa 401 K Profit Sharing Plan Trust-3$59,214$20,165$6,722iApproximate average salary by contribution assumption: employee only about $168,042 at 4% or $112,028 at 6%; with 50% employer match about $112,028 at 4% or $74,685 at 6%; with 100% employer match about $84,021 at 4% or $56,014 at 6%.
201613$30,683$14,632$4,877iApproximate average salary by contribution assumption: employee only about $121,933 at 4% or $81,289 at 6%; with 50% employer match about $81,289 at 4% or $54,193 at 6%; with 100% employer match about $60,967 at 4% or $40,644 at 6%.
Schwartz Schwartz Pa 401 K Profit Sharing Plan Trust-3$30,683$14,632$4,877iApproximate average salary by contribution assumption: employee only about $121,933 at 4% or $81,289 at 6%; with 50% employer match about $81,289 at 4% or $54,193 at 6%; with 100% employer match about $60,967 at 4% or $40,644 at 6%.
201513$14,262$14,480$4,827iApproximate average salary by contribution assumption: employee only about $120,667 at 4% or $80,444 at 6%; with 50% employer match about $80,444 at 4% or $53,630 at 6%; with 100% employer match about $60,333 at 4% or $40,222 at 6%.
Schwartz Schwartz Pa 401 K Profit Sharing Plan Trust-3$14,262$14,480$4,827iApproximate average salary by contribution assumption: employee only about $120,667 at 4% or $80,444 at 6%; with 50% employer match about $80,444 at 4% or $53,630 at 6%; with 100% employer match about $60,333 at 4% or $40,222 at 6%.