Rand P. Schwartz
Plan context: Rand P. Schwartz 401K Plan
EIN 11-2488113 • Melville, NY • 41 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$1,158,107
2024 Contributions
$71,203
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $0 | - |
| Rand P. Schwartz 401K Plan | - | 0 | $0 | $0 | - |
| 2023 | 1 | 4 | $1,158,107 | $71,203 | $17,801iApproximate average salary by contribution assumption: employee only about $445,019 at 4% or $296,679 at 6%; with 50% employer match about $296,679 at 4% or $197,786 at 6%; with 100% employer match about $222,509 at 4% or $148,340 at 6%. |
| Rand P. Schwartz 401K Plan | - | 4 | $1,158,107 | $71,203 | $17,801iApproximate average salary by contribution assumption: employee only about $445,019 at 4% or $296,679 at 6%; with 50% employer match about $296,679 at 4% or $197,786 at 6%; with 100% employer match about $222,509 at 4% or $148,340 at 6%. |
| 2022 | 2 | 3 | $1,057,989 | $60,323 | $20,108iApproximate average salary by contribution assumption: employee only about $502,692 at 4% or $335,128 at 6%; with 50% employer match about $335,128 at 4% or $223,419 at 6%; with 100% employer match about $251,346 at 4% or $167,564 at 6%. |
| Rand P. Schwartz 401K Plan | - | 3 | $1,057,989 | $60,323 | $20,108iApproximate average salary by contribution assumption: employee only about $502,692 at 4% or $335,128 at 6%; with 50% employer match about $335,128 at 4% or $223,419 at 6%; with 100% employer match about $251,346 at 4% or $167,564 at 6%. |
| RAND P. SCHWARTZ PENSION PLAN | - | 0 | $0 | $0 | - |
| 2021 | 2 | 5 | $4,401,555 | $31,737 | $6,347iApproximate average salary by contribution assumption: employee only about $158,685 at 4% or $105,790 at 6%; with 50% employer match about $105,790 at 4% or $70,527 at 6%; with 100% employer match about $79,343 at 4% or $52,895 at 6%. |
| RAND P. SCHWARTZ PENSION PLAN | - | 2 | $3,308,708 | $0 | - |
| Rand P. Schwartz 401K Plan | - | 5 | $1,092,847 | $31,737 | $6,347iApproximate average salary by contribution assumption: employee only about $158,685 at 4% or $105,790 at 6%; with 50% employer match about $105,790 at 4% or $70,527 at 6%; with 100% employer match about $79,343 at 4% or $52,895 at 6%. |
| 2020 | 2 | 5 | $4,063,096 | $57,403 | $11,481iApproximate average salary by contribution assumption: employee only about $287,015 at 4% or $191,343 at 6%; with 50% employer match about $191,343 at 4% or $127,562 at 6%; with 100% employer match about $143,508 at 4% or $95,672 at 6%. |
| RAND P. SCHWARTZ PENSION PLAN | - | 2 | $3,079,637 | $0 | - |
| Rand P. Schwartz 401K Plan | - | 5 | $983,459 | $57,403 | $11,481iApproximate average salary by contribution assumption: employee only about $287,015 at 4% or $191,343 at 6%; with 50% employer match about $191,343 at 4% or $127,562 at 6%; with 100% employer match about $143,508 at 4% or $95,672 at 6%. |
| 2019 | 2 | 5 | $4,070,547 | $59,853 | $11,971iApproximate average salary by contribution assumption: employee only about $299,265 at 4% or $199,510 at 6%; with 50% employer match about $199,510 at 4% or $133,007 at 6%; with 100% employer match about $149,633 at 4% or $99,755 at 6%. |
| RAND P. SCHWARTZ PENSION PLAN | - | 2 | $3,128,029 | $0 | - |
| Rand P. Schwartz 401K Plan | - | 5 | $942,518 | $59,853 | $11,971iApproximate average salary by contribution assumption: employee only about $299,265 at 4% or $199,510 at 6%; with 50% employer match about $199,510 at 4% or $133,007 at 6%; with 100% employer match about $149,633 at 4% or $99,755 at 6%. |
| 2018 | 2 | 4 | $3,323,612 | $55,822 | $13,956iApproximate average salary by contribution assumption: employee only about $348,888 at 4% or $232,592 at 6%; with 50% employer match about $232,592 at 4% or $155,061 at 6%; with 100% employer match about $174,444 at 4% or $116,296 at 6%. |
| RAND P. SCHWARTZ PENSION PLAN | - | 2 | $2,592,521 | $0 | - |
| Rand P. Schwartz 401K Plan | - | 4 | $731,091 | $55,822 | $13,956iApproximate average salary by contribution assumption: employee only about $348,888 at 4% or $232,592 at 6%; with 50% employer match about $232,592 at 4% or $155,061 at 6%; with 100% employer match about $174,444 at 4% or $116,296 at 6%. |
| 2017 | 2 | 4 | $3,602,017 | $57,069 | $14,267iApproximate average salary by contribution assumption: employee only about $356,681 at 4% or $237,788 at 6%; with 50% employer match about $237,788 at 4% or $158,525 at 6%; with 100% employer match about $178,341 at 4% or $118,894 at 6%. |
| RAND P. SCHWARTZ PENSION PLAN | - | 2 | $2,874,480 | $0 | - |
| Rand P. Schwartz 401K Plan | - | 4 | $727,537 | $57,069 | $14,267iApproximate average salary by contribution assumption: employee only about $356,681 at 4% or $237,788 at 6%; with 50% employer match about $237,788 at 4% or $158,525 at 6%; with 100% employer match about $178,341 at 4% or $118,894 at 6%. |
| 2016 | 2 | 4 | $3,259,415 | $58,659 | $14,665iApproximate average salary by contribution assumption: employee only about $366,619 at 4% or $244,413 at 6%; with 50% employer match about $244,413 at 4% or $162,942 at 6%; with 100% employer match about $183,309 at 4% or $122,206 at 6%. |
| RAND P. SCHWARTZ PENSION PLAN | - | 2 | $2,646,834 | $0 | - |
| Rand P. Schwartz 401K Plan | - | 4 | $612,581 | $58,659 | $14,665iApproximate average salary by contribution assumption: employee only about $366,619 at 4% or $244,413 at 6%; with 50% employer match about $244,413 at 4% or $162,942 at 6%; with 100% employer match about $183,309 at 4% or $122,206 at 6%. |
| 2015 | 2 | 4 | $3,129,615 | $56,052 | $14,013iApproximate average salary by contribution assumption: employee only about $350,325 at 4% or $233,550 at 6%; with 50% employer match about $233,550 at 4% or $155,700 at 6%; with 100% employer match about $175,163 at 4% or $116,775 at 6%. |
| RAND P. SCHWARTZ PENSION PLAN | - | 2 | $2,566,855 | $0 | - |
| Rand P. Schwartz 401K Plan | - | 4 | $562,760 | $56,052 | $14,013iApproximate average salary by contribution assumption: employee only about $350,325 at 4% or $233,550 at 6%; with 50% employer match about $233,550 at 4% or $155,700 at 6%; with 100% employer match about $175,163 at 4% or $116,775 at 6%. |
| 2014 | 2 | 4 | $3,248,437 | $51,307 | $12,827iApproximate average salary by contribution assumption: employee only about $320,669 at 4% or $213,779 at 6%; with 50% employer match about $213,779 at 4% or $142,519 at 6%; with 100% employer match about $160,334 at 4% or $106,890 at 6%. |
| RAND P. SCHWARTZ PENSION PLAN | - | 2 | $2,716,193 | $0 | - |
| Rand P. Schwartz 401K Plan | - | 4 | $532,244 | $51,307 | $12,827iApproximate average salary by contribution assumption: employee only about $320,669 at 4% or $213,779 at 6%; with 50% employer match about $213,779 at 4% or $142,519 at 6%; with 100% employer match about $160,334 at 4% or $106,890 at 6%. |
| 2013 | 2 | 3 | $3,126,145 | $51,203 | $17,068iApproximate average salary by contribution assumption: employee only about $426,692 at 4% or $284,461 at 6%; with 50% employer match about $284,461 at 4% or $189,641 at 6%; with 100% employer match about $213,346 at 4% or $142,231 at 6%. |
| RAND P. SCHWARTZ PENSION PLAN | - | 2 | $2,678,234 | $0 | - |
| Rand P. Schwartz 401K Plan | - | 3 | $447,911 | $51,203 | $17,068iApproximate average salary by contribution assumption: employee only about $426,692 at 4% or $284,461 at 6%; with 50% employer match about $284,461 at 4% or $189,641 at 6%; with 100% employer match about $213,346 at 4% or $142,231 at 6%. |
| 2012 | 2 | 3 | $2,639,465 | $50,110 | $16,703iApproximate average salary by contribution assumption: employee only about $417,583 at 4% or $278,389 at 6%; with 50% employer match about $278,389 at 4% or $185,593 at 6%; with 100% employer match about $208,792 at 4% or $139,194 at 6%. |
| RAND P. SCHWARTZ PENSION PLAN | - | 2 | $2,311,116 | $0 | - |
| Rand P. Schwartz 401K Plan | - | 3 | $328,349 | $50,110 | $16,703iApproximate average salary by contribution assumption: employee only about $417,583 at 4% or $278,389 at 6%; with 50% employer match about $278,389 at 4% or $185,593 at 6%; with 100% employer match about $208,792 at 4% or $139,194 at 6%. |
| 2011 | 2 | 4 | $2,381,473 | $52,458 | $13,115iApproximate average salary by contribution assumption: employee only about $327,863 at 4% or $218,575 at 6%; with 50% employer match about $218,575 at 4% or $145,717 at 6%; with 100% employer match about $163,931 at 4% or $109,288 at 6%. |
| RAND P. SCHWARTZ PENSION PLAN | - | 3 | $2,111,976 | $0 | - |
| Rand P. Schwartz 401K Plan | - | 4 | $269,497 | $52,458 | $13,115iApproximate average salary by contribution assumption: employee only about $327,863 at 4% or $218,575 at 6%; with 50% employer match about $218,575 at 4% or $145,717 at 6%; with 100% employer match about $163,931 at 4% or $109,288 at 6%. |
| 2010 | 2 | 4 | $2,370,472 | $52,597 | $13,149iApproximate average salary by contribution assumption: employee only about $328,731 at 4% or $219,154 at 6%; with 50% employer match about $219,154 at 4% or $146,103 at 6%; with 100% employer match about $164,366 at 4% or $109,577 at 6%. |
| RAND P. SCHWARTZ PENSION PLAN | - | 3 | $2,178,963 | $0 | - |
| Rand P. Schwartz 401K Plan | - | 4 | $191,509 | $52,597 | $13,149iApproximate average salary by contribution assumption: employee only about $328,731 at 4% or $219,154 at 6%; with 50% employer match about $219,154 at 4% or $146,103 at 6%; with 100% employer match about $164,366 at 4% or $109,577 at 6%. |
| 2009 | 2 | 4 | $2,001,706 | $54,502 | $13,626iApproximate average salary by contribution assumption: employee only about $340,638 at 4% or $227,092 at 6%; with 50% employer match about $227,092 at 4% or $151,394 at 6%; with 100% employer match about $170,319 at 4% or $113,546 at 6%. |
| RAND P. SCHWARTZ PENSION PLAN | - | 3 | $1,877,744 | $0 | - |
| Rand P. Schwartz 401K Plan | - | 4 | $123,962 | $54,502 | $13,626iApproximate average salary by contribution assumption: employee only about $340,638 at 4% or $227,092 at 6%; with 50% employer match about $227,092 at 4% or $151,394 at 6%; with 100% employer match about $170,319 at 4% or $113,546 at 6%. |
| 2008 | 2 | 3 | $1,401,383 | $38,979 | $12,993iApproximate average salary by contribution assumption: employee only about $324,825 at 4% or $216,550 at 6%; with 50% employer match about $216,550 at 4% or $144,367 at 6%; with 100% employer match about $162,413 at 4% or $108,275 at 6%. |
| RAND P. SCHWARTZ PENSION PLAN | - | 3 | $1,362,246 | - | - |
| Rand P. Schwartz 401K Plan | - | 3 | $39,137 | $38,979 | $12,993iApproximate average salary by contribution assumption: employee only about $324,825 at 4% or $216,550 at 6%; with 50% employer match about $216,550 at 4% or $144,367 at 6%; with 100% employer match about $162,413 at 4% or $108,275 at 6%. |
| 2007 | 1 | 0 | $0 | $0 | - |
| Rand P. Schwartz Retirement Plan | - | 0 | - | - | - |
| 2006 | 1 | 3 | $0 | $0 | - |
| Rand P. Schwartz Retirement Plan | - | 3 | - | - | - |
| 2005 | 1 | 3 | $0 | $0 | - |
| Rand P. Schwartz Retirement Plan | - | 3 | - | - | - |
| 2004 | 1 | 3 | $1,938,516 | $36,361 | $12,120iApproximate average salary by contribution assumption: employee only about $303,008 at 4% or $202,006 at 6%; with 50% employer match about $202,006 at 4% or $134,670 at 6%; with 100% employer match about $151,504 at 4% or $101,003 at 6%. |
| Rand P. Schwartz Retirement Plan | - | 3 | $1,938,516 | $36,361 | $12,120iApproximate average salary by contribution assumption: employee only about $303,008 at 4% or $202,006 at 6%; with 50% employer match about $202,006 at 4% or $134,670 at 6%; with 100% employer match about $151,504 at 4% or $101,003 at 6%. |
| 2003 | 1 | 3 | $1,826,614 | $50,667 | $16,889iApproximate average salary by contribution assumption: employee only about $422,225 at 4% or $281,483 at 6%; with 50% employer match about $281,483 at 4% or $187,656 at 6%; with 100% employer match about $211,113 at 4% or $140,742 at 6%. |
| Rand P. Schwartz Retirement Plan | - | 3 | $1,826,614 | $50,667 | $16,889iApproximate average salary by contribution assumption: employee only about $422,225 at 4% or $281,483 at 6%; with 50% employer match about $281,483 at 4% or $187,656 at 6%; with 100% employer match about $211,113 at 4% or $140,742 at 6%. |
| 2002 | 1 | 3 | $0 | $0 | - |
| Rand P. Schwartz Retirement Plan | - | 3 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Rand P. Schwartz Retirement Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| Rand P. Schwartz Retirement Plan | - | 3 | - | - | - |
| 1999 | 1 | 3 | $1,679,562 | $37,949 | $12,650iApproximate average salary by contribution assumption: employee only about $316,242 at 4% or $210,828 at 6%; with 50% employer match about $210,828 at 4% or $140,552 at 6%; with 100% employer match about $158,121 at 4% or $105,414 at 6%. |
| Rand P. Schwartz Retirement Plan | - | 3 | $1,679,562 | $37,949 | $12,650iApproximate average salary by contribution assumption: employee only about $316,242 at 4% or $210,828 at 6%; with 50% employer match about $210,828 at 4% or $140,552 at 6%; with 100% employer match about $158,121 at 4% or $105,414 at 6%. |