Civic Intelligence

Irwin M. Shwom

Plan context: Irwin M. Shwom Keogh Retirement Plan Profit Sharing Plan

EIN 04-2716616 • Everett, MA • 24 filings • 13 plans

421 BroadwayEverett, MA 02149-3435
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$2,993,697

2019 Contributions

$10,000

Historical Graphs

Total Assets Over Time

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

$2,993,697$1,496,849$0199920102019YearValue
$2,993,697Latest year 2019

Participants Over Time

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

210199920092019YearValue
2Latest year 2019

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
201912$2,993,697$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Irwin M. Shwom Keogh Retirement Plan Profit Sharing Plan-2$2,993,697$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201812$2,447,012$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Irwin M. Shwom Keogh Retirement Plan Profit Sharing Plan-2$2,447,012$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201712$2,549,019$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Irwin M. Shwom Keogh Retirement Plan Profit Sharing Plan-2$2,549,019$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201612$2,146,628$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Irwin M. Shwom Keogh Retirement Plan Profit Sharing Plan-2$2,146,628$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201512$1,961,666$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Irwin M. Shwom Keogh Retirement Plan Profit Sharing Plan-2$1,961,666$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201412$1,927,189$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Irwin M. Shwom Keogh Retirement Plan Profit Sharing Plan-2$1,927,189$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201312$1,751,752$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Irwin M. Shwom Keogh Retirement Plan Profit Sharing Plan-2$1,751,752$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201212$1,348,502$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Irwin M. Shwom Keogh Retirement Plan Profit Sharing Plan-2$1,348,502$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201112$1,173,105$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Irwin M. Shwom Keogh Retirement Plan Profit Sharing Plan-2$1,173,105$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201012$1,175,031$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Irwin M. Shwom Keogh Retirement Plan Profit Sharing Plan-2$1,175,031$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200911$1,006,069$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Irwin M. Shwom Keogh Retirement Plan Profit Sharing Plan-1$1,006,069$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200811$768,304$0-
Irwin M. Shwom Keogh Retirement Plan Profit Sharing Plan-1$768,304--
200711$0$0-
Irwin M. Shwom Keogh Retirement Plan Profit Sharing Plan-1---
200611$1,085,685$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
Irwin M. Shwom Keogh Retirement Plan Profit Sharing Plan-1$1,085,685$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
200511$947,438$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Irwin M. Shwom Keogh Retirement Plan Profit Sharing Plan-1$947,438$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200411$870,397$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Irwin M. Shwom Keogh Retirement Plan Profit Sharing Plan-1$870,397$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200311$741,952$48,000$48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%.
Irwin M. Shwom Keogh Retirement Plan Profit Sharing Plan-1$741,952$48,000$48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%.
200211$597,282$58,000$58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%.
Irwin M. Shwom Keogh Retirement Plan Profit Sharing Plan-1$597,282$58,000$58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%.
200121$0$0-
Irwin M. Shwom Keogh Retirement Plan Profit Sharing Plan-1---
Irwin M. Shwom Keogh Retirement Plan Money Purchase Pension Plan-1---
200021$688,857$72,129$72,129iApproximate average salary by contribution assumption: employee only about $1,803,225 at 4% or $1,202,150 at 6%; with 50% employer match about $1,202,150 at 4% or $801,433 at 6%; with 100% employer match about $901,613 at 4% or $601,075 at 6%.
Irwin M. Shwom Keogh Retirement Plan Profit Sharing Plan-1$404,781$36,959$36,959iApproximate average salary by contribution assumption: employee only about $923,975 at 4% or $615,983 at 6%; with 50% employer match about $615,983 at 4% or $410,656 at 6%; with 100% employer match about $461,988 at 4% or $307,992 at 6%.
Irwin M. Shwom Keogh Retirement Plan Money Purchase Pension Plan-1$284,076$35,170$35,170iApproximate average salary by contribution assumption: employee only about $879,250 at 4% or $586,167 at 6%; with 50% employer match about $586,167 at 4% or $390,778 at 6%; with 100% employer match about $439,625 at 4% or $293,083 at 6%.
199922$729,860$41,053$20,527iApproximate average salary by contribution assumption: employee only about $513,163 at 4% or $342,108 at 6%; with 50% employer match about $342,108 at 4% or $228,072 at 6%; with 100% employer match about $256,581 at 4% or $171,054 at 6%.
Irwin M. Shwom Keogh Retirement Plan Profit Sharing Plan-2$439,008$19,389$9,695iApproximate average salary by contribution assumption: employee only about $242,363 at 4% or $161,575 at 6%; with 50% employer match about $161,575 at 4% or $107,717 at 6%; with 100% employer match about $121,181 at 4% or $80,788 at 6%.
Irwin M. Shwom Keogh Retirement Plan Money Purchase Pension Plan-1$290,852$21,664$21,664iApproximate average salary by contribution assumption: employee only about $541,600 at 4% or $361,067 at 6%; with 50% employer match about $361,067 at 4% or $240,711 at 6%; with 100% employer match about $270,800 at 4% or $180,533 at 6%.