Dr. Gerald L. Schwartz, Ttee
Plan context: Gerald L. Schwartz, M.D. Profit Sharing Plan and Trust
EIN 06-0885003 • Vernon, CT • 11 filings • 1 plans
Current Snapshot
Latest Year
2009
2009 Participants
4
2009 Assets
$366,413
2009 Contributions
$6,066
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 0 | $0 | $0 | - |
| Gerald L. Schwartz, M.D. Profit Sharing Plan and Trust | - | 0 | $0 | $0 | - |
| 2008 | 1 | 4 | $366,413 | $6,066 | $1,517iApproximate average salary by contribution assumption: employee only about $37,913 at 4% or $25,275 at 6%; with 50% employer match about $25,275 at 4% or $16,850 at 6%; with 100% employer match about $18,956 at 4% or $12,638 at 6%. |
| Gerald L. Schwartz, M.D. Profit Sharing Plan and Trust | - | 4 | $366,413 | $6,066 | $1,517iApproximate average salary by contribution assumption: employee only about $37,913 at 4% or $25,275 at 6%; with 50% employer match about $25,275 at 4% or $16,850 at 6%; with 100% employer match about $18,956 at 4% or $12,638 at 6%. |
| 2007 | 1 | 4 | $486,778 | $8,520 | $2,130iApproximate average salary by contribution assumption: employee only about $53,250 at 4% or $35,500 at 6%; with 50% employer match about $35,500 at 4% or $23,667 at 6%; with 100% employer match about $26,625 at 4% or $17,750 at 6%. |
| Gerald L. Schwartz, M.D. Profit Sharing Plan and Trust | - | 4 | $486,778 | $8,520 | $2,130iApproximate average salary by contribution assumption: employee only about $53,250 at 4% or $35,500 at 6%; with 50% employer match about $35,500 at 4% or $23,667 at 6%; with 100% employer match about $26,625 at 4% or $17,750 at 6%. |
| 2006 | 1 | 3 | $431,000 | $8,071 | $2,690iApproximate average salary by contribution assumption: employee only about $67,258 at 4% or $44,839 at 6%; with 50% employer match about $44,839 at 4% or $29,893 at 6%; with 100% employer match about $33,629 at 4% or $22,419 at 6%. |
| Gerald L. Schwartz, M.D. Profit Sharing Plan and Trust | - | 3 | $431,000 | $8,071 | $2,690iApproximate average salary by contribution assumption: employee only about $67,258 at 4% or $44,839 at 6%; with 50% employer match about $44,839 at 4% or $29,893 at 6%; with 100% employer match about $33,629 at 4% or $22,419 at 6%. |
| 2005 | 1 | 3 | $371,307 | $8,318 | $2,773iApproximate average salary by contribution assumption: employee only about $69,317 at 4% or $46,211 at 6%; with 50% employer match about $46,211 at 4% or $30,807 at 6%; with 100% employer match about $34,658 at 4% or $23,106 at 6%. |
| Gerald L. Schwartz, M.D. Profit Sharing Plan and Trust | - | 3 | $371,307 | $8,318 | $2,773iApproximate average salary by contribution assumption: employee only about $69,317 at 4% or $46,211 at 6%; with 50% employer match about $46,211 at 4% or $30,807 at 6%; with 100% employer match about $34,658 at 4% or $23,106 at 6%. |
| 2004 | 1 | 3 | $323,162 | $7,324 | $2,441iApproximate average salary by contribution assumption: employee only about $61,033 at 4% or $40,689 at 6%; with 50% employer match about $40,689 at 4% or $27,126 at 6%; with 100% employer match about $30,517 at 4% or $20,344 at 6%. |
| Gerald L. Schwartz, M.D. Profit Sharing Plan and Trust | - | 3 | $323,162 | $7,324 | $2,441iApproximate average salary by contribution assumption: employee only about $61,033 at 4% or $40,689 at 6%; with 50% employer match about $40,689 at 4% or $27,126 at 6%; with 100% employer match about $30,517 at 4% or $20,344 at 6%. |
| 2003 | 1 | 3 | $280,377 | $8,216 | $2,739iApproximate average salary by contribution assumption: employee only about $68,467 at 4% or $45,644 at 6%; with 50% employer match about $45,644 at 4% or $30,430 at 6%; with 100% employer match about $34,233 at 4% or $22,822 at 6%. |
| Gerald L. Schwartz, M.D. Profit Sharing Plan and Trust | - | 3 | $280,377 | $8,216 | $2,739iApproximate average salary by contribution assumption: employee only about $68,467 at 4% or $45,644 at 6%; with 50% employer match about $45,644 at 4% or $30,430 at 6%; with 100% employer match about $34,233 at 4% or $22,822 at 6%. |
| 2002 | 1 | 3 | $214,183 | $6,731 | $2,244iApproximate average salary by contribution assumption: employee only about $56,092 at 4% or $37,394 at 6%; with 50% employer match about $37,394 at 4% or $24,930 at 6%; with 100% employer match about $28,046 at 4% or $18,697 at 6%. |
| Gerald L. Schwartz, M.D. Profit Sharing Plan and Trust | - | 3 | $214,183 | $6,731 | $2,244iApproximate average salary by contribution assumption: employee only about $56,092 at 4% or $37,394 at 6%; with 50% employer match about $37,394 at 4% or $24,930 at 6%; with 100% employer match about $28,046 at 4% or $18,697 at 6%. |
| 2001 | 1 | 5 | $235,890 | $9,590 | $1,918iApproximate average salary by contribution assumption: employee only about $47,950 at 4% or $31,967 at 6%; with 50% employer match about $31,967 at 4% or $21,311 at 6%; with 100% employer match about $23,975 at 4% or $15,983 at 6%. |
| Gerald L. Schwartz, M.D. Profit Sharing Plan and Trust | - | 5 | $235,890 | $9,590 | $1,918iApproximate average salary by contribution assumption: employee only about $47,950 at 4% or $31,967 at 6%; with 50% employer match about $31,967 at 4% or $21,311 at 6%; with 100% employer match about $23,975 at 4% or $15,983 at 6%. |
| 2000 | 1 | 3 | $285,244 | $9,917 | $3,306iApproximate average salary by contribution assumption: employee only about $82,642 at 4% or $55,094 at 6%; with 50% employer match about $55,094 at 4% or $36,730 at 6%; with 100% employer match about $41,321 at 4% or $27,547 at 6%. |
| Gerald L. Schwartz, M.D. Profit Sharing Plan and Trust | - | 3 | $285,244 | $9,917 | $3,306iApproximate average salary by contribution assumption: employee only about $82,642 at 4% or $55,094 at 6%; with 50% employer match about $55,094 at 4% or $36,730 at 6%; with 100% employer match about $41,321 at 4% or $27,547 at 6%. |
| 1999 | 1 | 0 | $321,725 | $14,392 | - |
| Gerald L. Schwartz, M.D. Profit Sharing Plan and Trust | - | 0 | $321,725 | $14,392 | - |