DR RICHARD SCHWARTZ LLC
Plan context: DR RICHARD SCHWARTZ LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 01-0782514 • Maple Glen, PA • 10 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
16
2025 Assets
$386,507
2025 Contributions
$46,505
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 16 | $386,507 | $46,505 | $2,907iApproximate average salary by contribution assumption: employee only about $72,664 at 4% or $48,443 at 6%; with 50% employer match about $48,443 at 4% or $32,295 at 6%; with 100% employer match about $36,332 at 4% or $24,221 at 6%. |
| DR RICHARD SCHWARTZ LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 16 | $386,507 | $46,505 | $2,907iApproximate average salary by contribution assumption: employee only about $72,664 at 4% or $48,443 at 6%; with 50% employer match about $48,443 at 4% or $32,295 at 6%; with 100% employer match about $36,332 at 4% or $24,221 at 6%. |
| 2024 | 1 | 13 | $320,990 | $45,169 | $3,475iApproximate average salary by contribution assumption: employee only about $86,863 at 4% or $57,909 at 6%; with 50% employer match about $57,909 at 4% or $38,606 at 6%; with 100% employer match about $43,432 at 4% or $28,954 at 6%. |
| DR RICHARD SCHWARTZ LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 13 | $320,990 | $45,169 | $3,475iApproximate average salary by contribution assumption: employee only about $86,863 at 4% or $57,909 at 6%; with 50% employer match about $57,909 at 4% or $38,606 at 6%; with 100% employer match about $43,432 at 4% or $28,954 at 6%. |
| 2023 | 1 | 12 | $260,653 | $43,014 | $3,585iApproximate average salary by contribution assumption: employee only about $89,613 at 4% or $59,742 at 6%; with 50% employer match about $59,742 at 4% or $39,828 at 6%; with 100% employer match about $44,806 at 4% or $29,871 at 6%. |
| DR RICHARD SCHWARTZ LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 12 | $260,653 | $43,014 | $3,585iApproximate average salary by contribution assumption: employee only about $89,613 at 4% or $59,742 at 6%; with 50% employer match about $59,742 at 4% or $39,828 at 6%; with 100% employer match about $44,806 at 4% or $29,871 at 6%. |
| 2022 | 1 | 11 | $206,439 | $37,777 | $3,434iApproximate average salary by contribution assumption: employee only about $85,857 at 4% or $57,238 at 6%; with 50% employer match about $57,238 at 4% or $38,159 at 6%; with 100% employer match about $42,928 at 4% or $28,619 at 6%. |
| DR RICHARD SCHWARTZ LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 11 | $206,439 | $37,777 | $3,434iApproximate average salary by contribution assumption: employee only about $85,857 at 4% or $57,238 at 6%; with 50% employer match about $57,238 at 4% or $38,159 at 6%; with 100% employer match about $42,928 at 4% or $28,619 at 6%. |
| 2021 | 1 | 8 | $172,210 | $33,605 | $4,201iApproximate average salary by contribution assumption: employee only about $105,016 at 4% or $70,010 at 6%; with 50% employer match about $70,010 at 4% or $46,674 at 6%; with 100% employer match about $52,508 at 4% or $35,005 at 6%. |
| DR RICHARD SCHWARTZ LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 8 | $172,210 | $33,605 | $4,201iApproximate average salary by contribution assumption: employee only about $105,016 at 4% or $70,010 at 6%; with 50% employer match about $70,010 at 4% or $46,674 at 6%; with 100% employer match about $52,508 at 4% or $35,005 at 6%. |
| 2020 | 2 | 9 | $177,341 | $54,939 | $6,104iApproximate average salary by contribution assumption: employee only about $152,608 at 4% or $101,739 at 6%; with 50% employer match about $101,739 at 4% or $67,826 at 6%; with 100% employer match about $76,304 at 4% or $50,869 at 6%. |
| DR RICHARD SCHWARTZ LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $136,216 | $32,035 | $4,576iApproximate average salary by contribution assumption: employee only about $114,411 at 4% or $76,274 at 6%; with 50% employer match about $76,274 at 4% or $50,849 at 6%; with 100% employer match about $57,205 at 4% or $38,137 at 6%. |
| DR RICHARD A SCHWARTZ LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 9 | $41,125 | $22,904 | $2,545iApproximate average salary by contribution assumption: employee only about $63,622 at 4% or $42,415 at 6%; with 50% employer match about $42,415 at 4% or $28,277 at 6%; with 100% employer match about $31,811 at 4% or $21,207 at 6%. |
| 2019 | 1 | 7 | $102,265 | $33,105 | $4,729iApproximate average salary by contribution assumption: employee only about $118,232 at 4% or $78,821 at 6%; with 50% employer match about $78,821 at 4% or $52,548 at 6%; with 100% employer match about $59,116 at 4% or $39,411 at 6%. |
| DR RICHARD SCHWARTZ LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $102,265 | $33,105 | $4,729iApproximate average salary by contribution assumption: employee only about $118,232 at 4% or $78,821 at 6%; with 50% employer match about $78,821 at 4% or $52,548 at 6%; with 100% employer match about $59,116 at 4% or $39,411 at 6%. |
| 2018 | 1 | 3 | $66,599 | $29,434 | $9,811iApproximate average salary by contribution assumption: employee only about $245,283 at 4% or $163,522 at 6%; with 50% employer match about $163,522 at 4% or $109,015 at 6%; with 100% employer match about $122,642 at 4% or $81,761 at 6%. |
| DR RICHARD A SCHWARTZ LLC 401 K PROFIT SHARING PLAN TRUST | - | 3 | $66,599 | $29,434 | $9,811iApproximate average salary by contribution assumption: employee only about $245,283 at 4% or $163,522 at 6%; with 50% employer match about $163,522 at 4% or $109,015 at 6%; with 100% employer match about $122,642 at 4% or $81,761 at 6%. |
| 2016 | 1 | 8 | $17,070 | $10,824 | $1,353iApproximate average salary by contribution assumption: employee only about $33,825 at 4% or $22,550 at 6%; with 50% employer match about $22,550 at 4% or $15,033 at 6%; with 100% employer match about $16,913 at 4% or $11,275 at 6%. |
| DR RICHARD A SCHWARTZ LLC 401 K PROFIT SHARING PLAN TRUST | - | 8 | $17,070 | $10,824 | $1,353iApproximate average salary by contribution assumption: employee only about $33,825 at 4% or $22,550 at 6%; with 50% employer match about $22,550 at 4% or $15,033 at 6%; with 100% employer match about $16,913 at 4% or $11,275 at 6%. |