Joel H Schwartz MD
Plan context: Joel a Schwartz MD Money Purchase Plan and Trust
EIN 04-2886452 • 2 filings • 2 plans
Current Snapshot
Latest Year
2000
2000 Participants
1
2000 Assets
$731,471
2000 Contributions
$1,022
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 |
|---|---|---|---|---|---|
| 2000 | 1 | 1 | $731,471 | $1,022 | $1,022iApproximate average salary by contribution assumption: employee only about $25,550 at 4% or $17,033 at 6%; with 50% employer match about $17,033 at 4% or $11,356 at 6%; with 100% employer match about $12,775 at 4% or $8,517 at 6%. |
| Joel a Schwartz MD Money Purchase Plan and Trust | - | 1 | $731,471 | $1,022 | $1,022iApproximate average salary by contribution assumption: employee only about $25,550 at 4% or $17,033 at 6%; with 50% employer match about $17,033 at 4% or $11,356 at 6%; with 100% employer match about $12,775 at 4% or $8,517 at 6%. |
| 1999 | 1 | 1 | $772,221 | $7,759 | $7,759iApproximate average salary by contribution assumption: employee only about $193,975 at 4% or $129,317 at 6%; with 50% employer match about $129,317 at 4% or $86,211 at 6%; with 100% employer match about $96,988 at 4% or $64,658 at 6%. |
| Joel a Schwartz MD Money Purchase Plan and Trust | - | 1 | $772,221 | $7,759 | $7,759iApproximate average salary by contribution assumption: employee only about $193,975 at 4% or $129,317 at 6%; with 50% employer match about $129,317 at 4% or $86,211 at 6%; with 100% employer match about $96,988 at 4% or $64,658 at 6%. |