Steven L Schwartz Dds
Plan context: Steven L Schwartz Money Purchase Plan
EIN 11-2239281 • 9 filings • 3 plans
Current Snapshot
Latest Year
2008
2008 Participants
1
2008 Assets
$456,462
2008 Contributions
$20,772
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 1 | $456,462 | $20,772 | $20,772iApproximate average salary by contribution assumption: employee only about $519,300 at 4% or $346,200 at 6%; with 50% employer match about $346,200 at 4% or $230,800 at 6%; with 100% employer match about $259,650 at 4% or $173,100 at 6%. |
| Steven L Schwartz Money Purchase Plan | - | 1 | $456,462 | $20,772 | $20,772iApproximate average salary by contribution assumption: employee only about $519,300 at 4% or $346,200 at 6%; with 50% employer match about $346,200 at 4% or $230,800 at 6%; with 100% employer match about $259,650 at 4% or $173,100 at 6%. |
| 2007 | 1 | 1 | $663,793 | $19,729 | $19,729iApproximate average salary by contribution assumption: employee only about $493,225 at 4% or $328,817 at 6%; with 50% employer match about $328,817 at 4% or $219,211 at 6%; with 100% employer match about $246,613 at 4% or $164,408 at 6%. |
| Steven L Schwartz Money Purchase Plan | - | 1 | $663,793 | $19,729 | $19,729iApproximate average salary by contribution assumption: employee only about $493,225 at 4% or $328,817 at 6%; with 50% employer match about $328,817 at 4% or $219,211 at 6%; with 100% employer match about $246,613 at 4% or $164,408 at 6%. |
| 2006 | 1 | 1 | $582,528 | $24,288 | $24,288iApproximate average salary by contribution assumption: employee only about $607,200 at 4% or $404,800 at 6%; with 50% employer match about $404,800 at 4% or $269,867 at 6%; with 100% employer match about $303,600 at 4% or $202,400 at 6%. |
| Steven L Schwartz Money Purchase Plan | - | 1 | $582,528 | $24,288 | $24,288iApproximate average salary by contribution assumption: employee only about $607,200 at 4% or $404,800 at 6%; with 50% employer match about $404,800 at 4% or $269,867 at 6%; with 100% employer match about $303,600 at 4% or $202,400 at 6%. |
| 2005 | 1 | 1 | $461,870 | $39,371 | $39,371iApproximate average salary by contribution assumption: employee only about $984,275 at 4% or $656,183 at 6%; with 50% employer match about $656,183 at 4% or $437,456 at 6%; with 100% employer match about $492,138 at 4% or $328,092 at 6%. |
| Steven L Schwartz Money Purchase Plan | - | 1 | $461,870 | $39,371 | $39,371iApproximate average salary by contribution assumption: employee only about $984,275 at 4% or $656,183 at 6%; with 50% employer match about $656,183 at 4% or $437,456 at 6%; with 100% employer match about $492,138 at 4% or $328,092 at 6%. |
| 2004 | 1 | 1 | $371,177 | $0 | - |
| Steven L Schwartz Money Purchase Plan | - | 1 | $371,177 | - | - |
| 2003 | 1 | 1 | $0 | $0 | - |
| Steven L Schwartz Money Purchase Plan | - | 1 | - | - | - |
| 2002 | 1 | 1 | $0 | $0 | - |
| Steven L Schwartz Money Purchase Plan | - | 1 | - | - | - |
| 2001 | 1 | 1 | $0 | $0 | - |
| Steven L Schwartz Money Purchase Plan | - | 1 | - | - | - |
| 2000 | 1 | 1 | $0 | $0 | - |
| Steven L Schwartz Money Purchase Plan | - | 1 | - | - | - |