Civic Intelligence

Schwartz & Brennan PC.

Plan context: Schwartz & Brennan PC Profit Sharing & 401K Plan

EIN 04-3424826 • Andover, MA • 26 filings • 4 plans

11 Chestnut StreetAndover, MA 01810
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$6,084,371

2024 Contributions

$499,804

Historical Graphs

Total Assets Over Time

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

$6,084,371$3,042,186$0199920122024YearValue
$6,084,371Latest year 2024

Participants Over Time

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

25130199920122024YearValue
25Latest 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
2024125$6,084,371$499,804$19,992iApproximate average salary by contribution assumption: employee only about $499,804 at 4% or $333,203 at 6%; with 50% employer match about $333,203 at 4% or $222,135 at 6%; with 100% employer match about $249,902 at 4% or $166,601 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-25$6,084,371$499,804$19,992iApproximate average salary by contribution assumption: employee only about $499,804 at 4% or $333,203 at 6%; with 50% employer match about $333,203 at 4% or $222,135 at 6%; with 100% employer match about $249,902 at 4% or $166,601 at 6%.
2023119$4,994,503$375,056$19,740iApproximate average salary by contribution assumption: employee only about $493,495 at 4% or $328,996 at 6%; with 50% employer match about $328,996 at 4% or $219,331 at 6%; with 100% employer match about $246,747 at 4% or $164,498 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-19$4,994,503$375,056$19,740iApproximate average salary by contribution assumption: employee only about $493,495 at 4% or $328,996 at 6%; with 50% employer match about $328,996 at 4% or $219,331 at 6%; with 100% employer match about $246,747 at 4% or $164,498 at 6%.
2022119$4,169,469$321,243$16,908iApproximate average salary by contribution assumption: employee only about $422,688 at 4% or $281,792 at 6%; with 50% employer match about $281,792 at 4% or $187,861 at 6%; with 100% employer match about $211,344 at 4% or $140,896 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-19$4,169,469$321,243$16,908iApproximate average salary by contribution assumption: employee only about $422,688 at 4% or $281,792 at 6%; with 50% employer match about $281,792 at 4% or $187,861 at 6%; with 100% employer match about $211,344 at 4% or $140,896 at 6%.
2021119$4,645,536$288,498$15,184iApproximate average salary by contribution assumption: employee only about $379,603 at 4% or $253,068 at 6%; with 50% employer match about $253,068 at 4% or $168,712 at 6%; with 100% employer match about $189,801 at 4% or $126,534 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-19$4,645,536$288,498$15,184iApproximate average salary by contribution assumption: employee only about $379,603 at 4% or $253,068 at 6%; with 50% employer match about $253,068 at 4% or $168,712 at 6%; with 100% employer match about $189,801 at 4% or $126,534 at 6%.
2020118$3,989,216$380,687$21,149iApproximate average salary by contribution assumption: employee only about $528,732 at 4% or $352,488 at 6%; with 50% employer match about $352,488 at 4% or $234,992 at 6%; with 100% employer match about $264,366 at 4% or $176,244 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-18$3,989,216$380,687$21,149iApproximate average salary by contribution assumption: employee only about $528,732 at 4% or $352,488 at 6%; with 50% employer match about $352,488 at 4% or $234,992 at 6%; with 100% employer match about $264,366 at 4% or $176,244 at 6%.
2019121$3,202,124$280,802$13,372iApproximate average salary by contribution assumption: employee only about $334,288 at 4% or $222,859 at 6%; with 50% employer match about $222,859 at 4% or $148,572 at 6%; with 100% employer match about $167,144 at 4% or $111,429 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-21$3,202,124$280,802$13,372iApproximate average salary by contribution assumption: employee only about $334,288 at 4% or $222,859 at 6%; with 50% employer match about $222,859 at 4% or $148,572 at 6%; with 100% employer match about $167,144 at 4% or $111,429 at 6%.
2018122$2,455,144$209,442$9,520iApproximate average salary by contribution assumption: employee only about $238,002 at 4% or $158,668 at 6%; with 50% employer match about $158,668 at 4% or $105,779 at 6%; with 100% employer match about $119,001 at 4% or $79,334 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-22$2,455,144$209,442$9,520iApproximate average salary by contribution assumption: employee only about $238,002 at 4% or $158,668 at 6%; with 50% employer match about $158,668 at 4% or $105,779 at 6%; with 100% employer match about $119,001 at 4% or $79,334 at 6%.
2017120$2,461,906$218,017$10,901iApproximate average salary by contribution assumption: employee only about $272,521 at 4% or $181,681 at 6%; with 50% employer match about $181,681 at 4% or $121,121 at 6%; with 100% employer match about $136,261 at 4% or $90,840 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-20$2,461,906$218,017$10,901iApproximate average salary by contribution assumption: employee only about $272,521 at 4% or $181,681 at 6%; with 50% employer match about $181,681 at 4% or $121,121 at 6%; with 100% employer match about $136,261 at 4% or $90,840 at 6%.
2016124$1,971,767$210,186$8,758iApproximate average salary by contribution assumption: employee only about $218,944 at 4% or $145,963 at 6%; with 50% employer match about $145,963 at 4% or $97,308 at 6%; with 100% employer match about $109,472 at 4% or $72,981 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-24$1,971,767$210,186$8,758iApproximate average salary by contribution assumption: employee only about $218,944 at 4% or $145,963 at 6%; with 50% employer match about $145,963 at 4% or $97,308 at 6%; with 100% employer match about $109,472 at 4% or $72,981 at 6%.
2015121$1,711,594$237,108$11,291iApproximate average salary by contribution assumption: employee only about $282,271 at 4% or $188,181 at 6%; with 50% employer match about $188,181 at 4% or $125,454 at 6%; with 100% employer match about $141,136 at 4% or $94,090 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-21$1,711,594$237,108$11,291iApproximate average salary by contribution assumption: employee only about $282,271 at 4% or $188,181 at 6%; with 50% employer match about $188,181 at 4% or $125,454 at 6%; with 100% employer match about $141,136 at 4% or $94,090 at 6%.
2014118$1,497,936$190,128$10,563iApproximate average salary by contribution assumption: employee only about $264,067 at 4% or $176,044 at 6%; with 50% employer match about $176,044 at 4% or $117,363 at 6%; with 100% employer match about $132,033 at 4% or $88,022 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-18$1,497,936$190,128$10,563iApproximate average salary by contribution assumption: employee only about $264,067 at 4% or $176,044 at 6%; with 50% employer match about $176,044 at 4% or $117,363 at 6%; with 100% employer match about $132,033 at 4% or $88,022 at 6%.
2013125$1,331,942$150,324$6,013iApproximate average salary by contribution assumption: employee only about $150,324 at 4% or $100,216 at 6%; with 50% employer match about $100,216 at 4% or $66,811 at 6%; with 100% employer match about $75,162 at 4% or $50,108 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-25$1,331,942$150,324$6,013iApproximate average salary by contribution assumption: employee only about $150,324 at 4% or $100,216 at 6%; with 50% employer match about $100,216 at 4% or $66,811 at 6%; with 100% employer match about $75,162 at 4% or $50,108 at 6%.
2012118$951,845$132,776$7,376iApproximate average salary by contribution assumption: employee only about $184,411 at 4% or $122,941 at 6%; with 50% employer match about $122,941 at 4% or $81,960 at 6%; with 100% employer match about $92,206 at 4% or $61,470 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-18$951,845$132,776$7,376iApproximate average salary by contribution assumption: employee only about $184,411 at 4% or $122,941 at 6%; with 50% employer match about $122,941 at 4% or $81,960 at 6%; with 100% employer match about $92,206 at 4% or $61,470 at 6%.
2011119$961,648$78,030$4,107iApproximate average salary by contribution assumption: employee only about $102,671 at 4% or $68,447 at 6%; with 50% employer match about $68,447 at 4% or $45,632 at 6%; with 100% employer match about $51,336 at 4% or $34,224 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-19$961,648$78,030$4,107iApproximate average salary by contribution assumption: employee only about $102,671 at 4% or $68,447 at 6%; with 50% employer match about $68,447 at 4% or $45,632 at 6%; with 100% employer match about $51,336 at 4% or $34,224 at 6%.
2010117$949,554$80,057$4,709iApproximate average salary by contribution assumption: employee only about $117,731 at 4% or $78,487 at 6%; with 50% employer match about $78,487 at 4% or $52,325 at 6%; with 100% employer match about $58,865 at 4% or $39,244 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-17$949,554$80,057$4,709iApproximate average salary by contribution assumption: employee only about $117,731 at 4% or $78,487 at 6%; with 50% employer match about $78,487 at 4% or $52,325 at 6%; with 100% employer match about $58,865 at 4% or $39,244 at 6%.
2009117$776,623$110,065$6,474iApproximate average salary by contribution assumption: employee only about $161,860 at 4% or $107,907 at 6%; with 50% employer match about $107,907 at 4% or $71,938 at 6%; with 100% employer match about $80,930 at 4% or $53,953 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-17$776,623$110,065$6,474iApproximate average salary by contribution assumption: employee only about $161,860 at 4% or $107,907 at 6%; with 50% employer match about $107,907 at 4% or $71,938 at 6%; with 100% employer match about $80,930 at 4% or $53,953 at 6%.
2008113$496,303$102,922$7,917iApproximate average salary by contribution assumption: employee only about $197,927 at 4% or $131,951 at 6%; with 50% employer match about $131,951 at 4% or $87,968 at 6%; with 100% employer match about $98,963 at 4% or $65,976 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-13$496,303$102,922$7,917iApproximate average salary by contribution assumption: employee only about $197,927 at 4% or $131,951 at 6%; with 50% employer match about $131,951 at 4% or $87,968 at 6%; with 100% employer match about $98,963 at 4% or $65,976 at 6%.
2007112$676,790$153,426$12,786iApproximate average salary by contribution assumption: employee only about $319,638 at 4% or $213,092 at 6%; with 50% employer match about $213,092 at 4% or $142,061 at 6%; with 100% employer match about $159,819 at 4% or $106,546 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-12$676,790$153,426$12,786iApproximate average salary by contribution assumption: employee only about $319,638 at 4% or $213,092 at 6%; with 50% employer match about $213,092 at 4% or $142,061 at 6%; with 100% employer match about $159,819 at 4% or $106,546 at 6%.
2006114$505,393$117,121$8,366iApproximate average salary by contribution assumption: employee only about $209,145 at 4% or $139,430 at 6%; with 50% employer match about $139,430 at 4% or $92,953 at 6%; with 100% employer match about $104,572 at 4% or $69,715 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-14$505,393$117,121$8,366iApproximate average salary by contribution assumption: employee only about $209,145 at 4% or $139,430 at 6%; with 50% employer match about $139,430 at 4% or $92,953 at 6%; with 100% employer match about $104,572 at 4% or $69,715 at 6%.
2005112$356,149$120,663$10,055iApproximate average salary by contribution assumption: employee only about $251,381 at 4% or $167,588 at 6%; with 50% employer match about $167,588 at 4% or $111,725 at 6%; with 100% employer match about $125,691 at 4% or $83,794 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-12$356,149$120,663$10,055iApproximate average salary by contribution assumption: employee only about $251,381 at 4% or $167,588 at 6%; with 50% employer match about $167,588 at 4% or $111,725 at 6%; with 100% employer match about $125,691 at 4% or $83,794 at 6%.
2004110$222,926$60,189$6,019iApproximate average salary by contribution assumption: employee only about $150,473 at 4% or $100,315 at 6%; with 50% employer match about $100,315 at 4% or $66,877 at 6%; with 100% employer match about $75,236 at 4% or $50,158 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-10$222,926$60,189$6,019iApproximate average salary by contribution assumption: employee only about $150,473 at 4% or $100,315 at 6%; with 50% employer match about $100,315 at 4% or $66,877 at 6%; with 100% employer match about $75,236 at 4% or $50,158 at 6%.
200318$187,125$58,656$7,332iApproximate average salary by contribution assumption: employee only about $183,300 at 4% or $122,200 at 6%; with 50% employer match about $122,200 at 4% or $81,467 at 6%; with 100% employer match about $91,650 at 4% or $61,100 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-8$187,125$58,656$7,332iApproximate average salary by contribution assumption: employee only about $183,300 at 4% or $122,200 at 6%; with 50% employer match about $122,200 at 4% or $81,467 at 6%; with 100% employer match about $91,650 at 4% or $61,100 at 6%.
200218$106,415$46,581$5,823iApproximate average salary by contribution assumption: employee only about $145,566 at 4% or $97,044 at 6%; with 50% employer match about $97,044 at 4% or $64,696 at 6%; with 100% employer match about $72,783 at 4% or $48,522 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-8$106,415$46,581$5,823iApproximate average salary by contribution assumption: employee only about $145,566 at 4% or $97,044 at 6%; with 50% employer match about $97,044 at 4% or $64,696 at 6%; with 100% employer match about $72,783 at 4% or $48,522 at 6%.
200119$0$0-
Schwartz & Brennan PC Profit Sharing & 401K Plan-9---
200015$52,366$35,574$7,115iApproximate average salary by contribution assumption: employee only about $177,870 at 4% or $118,580 at 6%; with 50% employer match about $118,580 at 4% or $79,053 at 6%; with 100% employer match about $88,935 at 4% or $59,290 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-5$52,366$35,574$7,115iApproximate average salary by contribution assumption: employee only about $177,870 at 4% or $118,580 at 6%; with 50% employer match about $118,580 at 4% or $79,053 at 6%; with 100% employer match about $88,935 at 4% or $59,290 at 6%.
199916$60,969$34,915$5,819iApproximate average salary by contribution assumption: employee only about $145,479 at 4% or $96,986 at 6%; with 50% employer match about $96,986 at 4% or $64,657 at 6%; with 100% employer match about $72,740 at 4% or $48,493 at 6%.
Schwartz & Brennan PC Profit Sharing & 401K Plan-6$60,969$34,915$5,819iApproximate average salary by contribution assumption: employee only about $145,479 at 4% or $96,986 at 6%; with 50% employer match about $96,986 at 4% or $64,657 at 6%; with 100% employer match about $72,740 at 4% or $48,493 at 6%.