Civic Intelligence

Jeffrey Schwartz, M.D.

Plan context: Jeffrey Schwartz, M.D. Profit Sharing Plan

EIN 11-2826843 • 10 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$671,441

2008 Contributions

$18,000

Historical Graphs

Total Assets Over Time

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

$959,797$479,899$0199920042008YearValue
$671,441Latest year 2008

Participants Over Time

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

320199920042008YearValue
2Latest year 2008

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
200812$671,441$0-
Jeffrey Schwartz, M.D. Profit Sharing Plan-2$671,441--
200712$0$0-
Jeffrey Schwartz, M.D. Profit Sharing Plan-2---
200613$959,797$0-
Jeffrey Schwartz, M.D. Profit Sharing Plan-3$959,797--
200513$877,140$18,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Jeffrey Schwartz, M.D. Profit Sharing Plan-3$877,140$18,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
200413$830,591$53,054$17,685iApproximate average salary by contribution assumption: employee only about $442,117 at 4% or $294,744 at 6%; with 50% employer match about $294,744 at 4% or $196,496 at 6%; with 100% employer match about $221,058 at 4% or $147,372 at 6%.
Jeffrey Schwartz, M.D. Profit Sharing Plan-3$830,591$53,054$17,685iApproximate average salary by contribution assumption: employee only about $442,117 at 4% or $294,744 at 6%; with 50% employer match about $294,744 at 4% or $196,496 at 6%; with 100% employer match about $221,058 at 4% or $147,372 at 6%.
200313$750,775$52,402$17,467iApproximate average salary by contribution assumption: employee only about $436,683 at 4% or $291,122 at 6%; with 50% employer match about $291,122 at 4% or $194,081 at 6%; with 100% employer match about $218,342 at 4% or $145,561 at 6%.
Jeffrey Schwartz, M.D. Profit Sharing Plan-3$750,775$52,402$17,467iApproximate average salary by contribution assumption: employee only about $436,683 at 4% or $291,122 at 6%; with 50% employer match about $291,122 at 4% or $194,081 at 6%; with 100% employer match about $218,342 at 4% or $145,561 at 6%.
200213$555,200$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Jeffrey Schwartz, M.D. Profit Sharing Plan-3$555,200$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
200113$0$0-
Jeffrey Schwartz, M.D. Profit Sharing Plan-3---
200013$570,196$36,586$12,195iApproximate average salary by contribution assumption: employee only about $304,883 at 4% or $203,256 at 6%; with 50% employer match about $203,256 at 4% or $135,504 at 6%; with 100% employer match about $152,442 at 4% or $101,628 at 6%.
Jeffrey Schwartz, M.D. Profit Sharing Plan-3$570,196$36,586$12,195iApproximate average salary by contribution assumption: employee only about $304,883 at 4% or $203,256 at 6%; with 50% employer match about $203,256 at 4% or $135,504 at 6%; with 100% employer match about $152,442 at 4% or $101,628 at 6%.
199912$540,631$31,119$15,560iApproximate average salary by contribution assumption: employee only about $388,988 at 4% or $259,325 at 6%; with 50% employer match about $259,325 at 4% or $172,883 at 6%; with 100% employer match about $194,494 at 4% or $129,663 at 6%.
Jeffrey Schwartz, M.D. Profit Sharing Plan-2$540,631$31,119$15,560iApproximate average salary by contribution assumption: employee only about $388,988 at 4% or $259,325 at 6%; with 50% employer match about $259,325 at 4% or $172,883 at 6%; with 100% employer match about $194,494 at 4% or $129,663 at 6%.