Civic Intelligence

Shatz, Schwartz and Fentin PC.

Plan context: Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan

EIN 04-2485418 • Springfield, MA • 26 filings • 5 plans

1441 Main Street, Suite 1100Springfield, MA 01103-1491
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$16,032,002

2024 Contributions

$70,065

Historical Graphs

Total Assets Over Time

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

$16,032,002$8,016,001$0199920162024YearValue
$16,032,002Latest year 2024

Participants Over Time

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

34170199920122024YearValue
30Latest 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
2024130$16,032,002$70,065$2,336iApproximate average salary by contribution assumption: employee only about $58,388 at 4% or $38,925 at 6%; with 50% employer match about $38,925 at 4% or $25,950 at 6%; with 100% employer match about $29,194 at 4% or $19,463 at 6%.
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-30$16,032,002$70,065$2,336iApproximate average salary by contribution assumption: employee only about $58,388 at 4% or $38,925 at 6%; with 50% employer match about $38,925 at 4% or $25,950 at 6%; with 100% employer match about $29,194 at 4% or $19,463 at 6%.
2023131$15,702,017$396,819$12,801iApproximate average salary by contribution assumption: employee only about $320,015 at 4% or $213,344 at 6%; with 50% employer match about $213,344 at 4% or $142,229 at 6%; with 100% employer match about $160,008 at 4% or $106,672 at 6%.
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-31$15,702,017$396,819$12,801iApproximate average salary by contribution assumption: employee only about $320,015 at 4% or $213,344 at 6%; with 50% employer match about $213,344 at 4% or $142,229 at 6%; with 100% employer match about $160,008 at 4% or $106,672 at 6%.
2022132$12,817,793$518,048$16,189iApproximate average salary by contribution assumption: employee only about $404,725 at 4% or $269,817 at 6%; with 50% employer match about $269,817 at 4% or $179,878 at 6%; with 100% employer match about $202,363 at 4% or $134,908 at 6%.
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-32$12,817,793$518,048$16,189iApproximate average salary by contribution assumption: employee only about $404,725 at 4% or $269,817 at 6%; with 50% employer match about $269,817 at 4% or $179,878 at 6%; with 100% employer match about $202,363 at 4% or $134,908 at 6%.
2021127$12,697,789$308,035$11,409iApproximate average salary by contribution assumption: employee only about $285,218 at 4% or $190,145 at 6%; with 50% employer match about $190,145 at 4% or $126,763 at 6%; with 100% employer match about $142,609 at 4% or $95,073 at 6%.
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-27$12,697,789$308,035$11,409iApproximate average salary by contribution assumption: employee only about $285,218 at 4% or $190,145 at 6%; with 50% employer match about $190,145 at 4% or $126,763 at 6%; with 100% employer match about $142,609 at 4% or $95,073 at 6%.
2020129$15,529,199$403,994$13,931iApproximate average salary by contribution assumption: employee only about $348,271 at 4% or $232,180 at 6%; with 50% employer match about $232,180 at 4% or $154,787 at 6%; with 100% employer match about $174,135 at 4% or $116,090 at 6%.
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-29$15,529,199$403,994$13,931iApproximate average salary by contribution assumption: employee only about $348,271 at 4% or $232,180 at 6%; with 50% employer match about $232,180 at 4% or $154,787 at 6%; with 100% employer match about $174,135 at 4% or $116,090 at 6%.
2019130$13,491,308$474,363$15,812iApproximate average salary by contribution assumption: employee only about $395,303 at 4% or $263,535 at 6%; with 50% employer match about $263,535 at 4% or $175,690 at 6%; with 100% employer match about $197,651 at 4% or $131,768 at 6%.
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-30$13,491,308$474,363$15,812iApproximate average salary by contribution assumption: employee only about $395,303 at 4% or $263,535 at 6%; with 50% employer match about $263,535 at 4% or $175,690 at 6%; with 100% employer match about $197,651 at 4% or $131,768 at 6%.
2018130$12,143,435$393,942$13,131iApproximate average salary by contribution assumption: employee only about $328,285 at 4% or $218,857 at 6%; with 50% employer match about $218,857 at 4% or $145,904 at 6%; with 100% employer match about $164,143 at 4% or $109,428 at 6%.
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-30$12,143,435$393,942$13,131iApproximate average salary by contribution assumption: employee only about $328,285 at 4% or $218,857 at 6%; with 50% employer match about $218,857 at 4% or $145,904 at 6%; with 100% employer match about $164,143 at 4% or $109,428 at 6%.
2017129$12,302,833$695,879$23,996iApproximate average salary by contribution assumption: employee only about $599,896 at 4% or $399,930 at 6%; with 50% employer match about $399,930 at 4% or $266,620 at 6%; with 100% employer match about $299,948 at 4% or $199,965 at 6%.
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-29$12,302,833$695,879$23,996iApproximate average salary by contribution assumption: employee only about $599,896 at 4% or $399,930 at 6%; with 50% employer match about $399,930 at 4% or $266,620 at 6%; with 100% employer match about $299,948 at 4% or $199,965 at 6%.
2016129$11,607,017$1,148,752$39,612iApproximate average salary by contribution assumption: employee only about $990,303 at 4% or $660,202 at 6%; with 50% employer match about $660,202 at 4% or $440,135 at 6%; with 100% employer match about $495,152 at 4% or $330,101 at 6%.
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-29$11,607,017$1,148,752$39,612iApproximate average salary by contribution assumption: employee only about $990,303 at 4% or $660,202 at 6%; with 50% employer match about $660,202 at 4% or $440,135 at 6%; with 100% employer match about $495,152 at 4% or $330,101 at 6%.
2015131$9,998,430$408,306$13,171iApproximate average salary by contribution assumption: employee only about $329,279 at 4% or $219,519 at 6%; with 50% employer match about $219,519 at 4% or $146,346 at 6%; with 100% employer match about $164,640 at 4% or $109,760 at 6%.
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-31$9,998,430$408,306$13,171iApproximate average salary by contribution assumption: employee only about $329,279 at 4% or $219,519 at 6%; with 50% employer match about $219,519 at 4% or $146,346 at 6%; with 100% employer match about $164,640 at 4% or $109,760 at 6%.
2014129$9,040,494$269,731$9,301iApproximate average salary by contribution assumption: employee only about $232,527 at 4% or $155,018 at 6%; with 50% employer match about $155,018 at 4% or $103,345 at 6%; with 100% employer match about $116,263 at 4% or $77,509 at 6%.
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-29$9,040,494$269,731$9,301iApproximate average salary by contribution assumption: employee only about $232,527 at 4% or $155,018 at 6%; with 50% employer match about $155,018 at 4% or $103,345 at 6%; with 100% employer match about $116,263 at 4% or $77,509 at 6%.
2013130$9,121,321$351,918$11,731iApproximate average salary by contribution assumption: employee only about $293,265 at 4% or $195,510 at 6%; with 50% employer match about $195,510 at 4% or $130,340 at 6%; with 100% employer match about $146,633 at 4% or $97,755 at 6%.
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-30$9,121,321$351,918$11,731iApproximate average salary by contribution assumption: employee only about $293,265 at 4% or $195,510 at 6%; with 50% employer match about $195,510 at 4% or $130,340 at 6%; with 100% employer match about $146,633 at 4% or $97,755 at 6%.
2012133$8,816,957$353,802$10,721iApproximate average salary by contribution assumption: employee only about $268,032 at 4% or $178,688 at 6%; with 50% employer match about $178,688 at 4% or $119,125 at 6%; with 100% employer match about $134,016 at 4% or $89,344 at 6%.
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-33$8,816,957$353,802$10,721iApproximate average salary by contribution assumption: employee only about $268,032 at 4% or $178,688 at 6%; with 50% employer match about $178,688 at 4% or $119,125 at 6%; with 100% employer match about $134,016 at 4% or $89,344 at 6%.
2011134$7,840,482$40,671$1,196iApproximate average salary by contribution assumption: employee only about $29,905 at 4% or $19,937 at 6%; with 50% employer match about $19,937 at 4% or $13,291 at 6%; with 100% employer match about $14,953 at 4% or $9,968 at 6%.
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-34$7,840,482$40,671$1,196iApproximate average salary by contribution assumption: employee only about $29,905 at 4% or $19,937 at 6%; with 50% employer match about $19,937 at 4% or $13,291 at 6%; with 100% employer match about $14,953 at 4% or $9,968 at 6%.
2010133$7,120,817$329,389$9,981iApproximate average salary by contribution assumption: employee only about $249,537 at 4% or $166,358 at 6%; with 50% employer match about $166,358 at 4% or $110,905 at 6%; with 100% employer match about $124,769 at 4% or $83,179 at 6%.
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-33$7,120,817$329,389$9,981iApproximate average salary by contribution assumption: employee only about $249,537 at 4% or $166,358 at 6%; with 50% employer match about $166,358 at 4% or $110,905 at 6%; with 100% employer match about $124,769 at 4% or $83,179 at 6%.
2009128$6,949,178$176,794$6,314iApproximate average salary by contribution assumption: employee only about $157,852 at 4% or $105,235 at 6%; with 50% employer match about $105,235 at 4% or $70,156 at 6%; with 100% employer match about $78,926 at 4% or $52,617 at 6%.
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-28$6,949,178$176,794$6,314iApproximate average salary by contribution assumption: employee only about $157,852 at 4% or $105,235 at 6%; with 50% employer match about $105,235 at 4% or $70,156 at 6%; with 100% employer match about $78,926 at 4% or $52,617 at 6%.
2008128$0$0-
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-28---
2007128$0$0-
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-28---
2006129$0$0-
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-29---
2005129$0$0-
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-29---
2004129$9,976,361$411,987$14,206iApproximate average salary by contribution assumption: employee only about $355,161 at 4% or $236,774 at 6%; with 50% employer match about $236,774 at 4% or $157,849 at 6%; with 100% employer match about $177,581 at 4% or $118,387 at 6%.
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-29$9,976,361$411,987$14,206iApproximate average salary by contribution assumption: employee only about $355,161 at 4% or $236,774 at 6%; with 50% employer match about $236,774 at 4% or $157,849 at 6%; with 100% employer match about $177,581 at 4% or $118,387 at 6%.
2003130$0$0-
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-30---
2002128$0$0-
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-28---
2001122$0$0-
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-22---
2000122$0$0-
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-22---
1999126$6,516,533$234,707$9,027iApproximate average salary by contribution assumption: employee only about $225,680 at 4% or $150,453 at 6%; with 50% employer match about $150,453 at 4% or $100,302 at 6%; with 100% employer match about $112,840 at 4% or $75,227 at 6%.
Shatz, Schwartz and Fentin PC. 401(K) Profit Sharing Plan-26$6,516,533$234,707$9,027iApproximate average salary by contribution assumption: employee only about $225,680 at 4% or $150,453 at 6%; with 50% employer match about $150,453 at 4% or $100,302 at 6%; with 100% employer match about $112,840 at 4% or $75,227 at 6%.