Ronald J. Schwartz PC.
Plan context: SCHWARTZ & GREENWOOD, LLP 401(K) PROFIT SHARING PLAN
EIN 11-3063775 • Bellerose, NY • 30 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$839,733
2024 Contributions
$137,491
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 | 6 | $839,733 | $137,491 | $22,915iApproximate average salary by contribution assumption: employee only about $572,879 at 4% or $381,919 at 6%; with 50% employer match about $381,919 at 4% or $254,613 at 6%; with 100% employer match about $286,440 at 4% or $190,960 at 6%. |
| SCHWARTZ & GREENWOOD, LLP 401(K) PROFIT SHARING PLAN | - | 6 | $839,733 | $137,491 | $22,915iApproximate average salary by contribution assumption: employee only about $572,879 at 4% or $381,919 at 6%; with 50% employer match about $381,919 at 4% or $254,613 at 6%; with 100% employer match about $286,440 at 4% or $190,960 at 6%. |
| 2023 | 2 | 5 | $3,113,921 | $326,493 | $65,299iApproximate average salary by contribution assumption: employee only about $1,632,465 at 4% or $1,088,310 at 6%; with 50% employer match about $1,088,310 at 4% or $725,540 at 6%; with 100% employer match about $816,233 at 4% or $544,155 at 6%. |
| Ronald J. Schwartz PC. Pension Plan | - | 5 | $2,496,939 | $200,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| RONALD J. SCHWARTZ, P.C. 401(K) PROFIT SHARING PLAN | - | 5 | $616,982 | $126,493 | $25,299iApproximate average salary by contribution assumption: employee only about $632,465 at 4% or $421,643 at 6%; with 50% employer match about $421,643 at 4% or $281,096 at 6%; with 100% employer match about $316,233 at 4% or $210,822 at 6%. |
| 2022 | 2 | 5 | $2,743,131 | $416,212 | $83,242iApproximate average salary by contribution assumption: employee only about $2,081,060 at 4% or $1,387,373 at 6%; with 50% employer match about $1,387,373 at 4% or $924,916 at 6%; with 100% employer match about $1,040,530 at 4% or $693,687 at 6%. |
| Ronald J. Schwartz PC. Pension Plan | - | 5 | $2,317,734 | $300,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| RONALD J. SCHWARTZ, P.C. 401(K) PROFIT SHARING PLAN | - | 5 | $425,397 | $116,212 | $23,242iApproximate average salary by contribution assumption: employee only about $581,060 at 4% or $387,373 at 6%; with 50% employer match about $387,373 at 4% or $258,249 at 6%; with 100% employer match about $290,530 at 4% or $193,687 at 6%. |
| 2021 | 2 | 5 | $2,918,303 | $262,037 | $52,407iApproximate average salary by contribution assumption: employee only about $1,310,185 at 4% or $873,457 at 6%; with 50% employer match about $873,457 at 4% or $582,304 at 6%; with 100% employer match about $655,093 at 4% or $436,728 at 6%. |
| Ronald J. Schwartz PC. Pension Plan | - | 5 | $2,522,539 | $100,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| RONALD J. SCHWARTZ, P.C. 401(K) PROFIT SHARING PLAN | - | 5 | $395,764 | $162,037 | $32,407iApproximate average salary by contribution assumption: employee only about $810,185 at 4% or $540,123 at 6%; with 50% employer match about $540,123 at 4% or $360,082 at 6%; with 100% employer match about $405,093 at 4% or $270,062 at 6%. |
| 2020 | 2 | 5 | $2,419,176 | $229,295 | $45,859iApproximate average salary by contribution assumption: employee only about $1,146,475 at 4% or $764,317 at 6%; with 50% employer match about $764,317 at 4% or $509,544 at 6%; with 100% employer match about $573,238 at 4% or $382,158 at 6%. |
| Ronald J. Schwartz PC. Pension Plan | - | 4 | $2,180,325 | $70,444 | $17,611iApproximate average salary by contribution assumption: employee only about $440,275 at 4% or $293,517 at 6%; with 50% employer match about $293,517 at 4% or $195,678 at 6%; with 100% employer match about $220,138 at 4% or $146,758 at 6%. |
| RONALD J. SCHWARTZ, P.C. 401(K) PROFIT SHARING PLAN | - | 5 | $238,851 | $158,851 | $31,770iApproximate average salary by contribution assumption: employee only about $794,255 at 4% or $529,503 at 6%; with 50% employer match about $529,503 at 4% or $353,002 at 6%; with 100% employer match about $397,128 at 4% or $264,752 at 6%. |
| 2019 | 2 | 4 | $2,144,100 | $135,317 | $33,829iApproximate average salary by contribution assumption: employee only about $845,731 at 4% or $563,821 at 6%; with 50% employer match about $563,821 at 4% or $375,881 at 6%; with 100% employer match about $422,866 at 4% or $281,910 at 6%. |
| Ronald J. Schwartz PC. Pension Plan | - | 4 | $2,064,100 | $55,317 | $13,829iApproximate average salary by contribution assumption: employee only about $345,731 at 4% or $230,488 at 6%; with 50% employer match about $230,488 at 4% or $153,658 at 6%; with 100% employer match about $172,866 at 4% or $115,244 at 6%. |
| RONALD J. SCHWARTZ, P.C. PROFIT SHARING PLAN | - | 4 | $80,000 | $80,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2018 | 1 | 7 | $1,759,123 | $0 | - |
| Ronald J. Schwartz PC. Pension Plan | - | 7 | $1,759,123 | - | - |
| 2017 | 1 | 6 | $2,029,597 | $0 | - |
| Ronald J. Schwartz PC. Pension Plan | - | 6 | $2,029,597 | - | - |
| 2016 | 1 | 6 | $1,890,252 | $0 | - |
| Ronald J. Schwartz PC. Pension Plan | - | 6 | $1,890,252 | $0 | - |
| 2015 | 1 | 6 | $1,928,143 | $0 | - |
| Ronald J. Schwartz PC. Pension Plan | - | 6 | $1,928,143 | $0 | - |
| 2014 | 1 | 5 | $2,219,464 | $0 | - |
| Ronald J. Schwartz PC. Pension Plan | - | 5 | $2,219,464 | $0 | - |
| 2013 | 1 | 3 | $2,211,018 | $0 | - |
| Ronald J. Schwartz PC. Pension Plan | - | 3 | $2,211,018 | - | - |
| 2012 | 1 | 6 | $2,023,658 | $0 | - |
| Ronald J. Schwartz PC. Pension Plan | - | 6 | $2,023,658 | - | - |
| 2011 | 1 | 8 | $2,069,724 | $0 | - |
| Ronald J. Schwartz PC. Pension Plan | - | 8 | $2,069,724 | $0 | - |
| 2010 | 1 | 10 | $2,503,428 | $150,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Ronald J. Schwartz PC. Pension Plan | - | 10 | $2,503,428 | $150,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2008 | 1 | 3 | $1,939,729 | $455,000 | $151,667iApproximate average salary by contribution assumption: employee only about $3,791,667 at 4% or $2,527,778 at 6%; with 50% employer match about $2,527,778 at 4% or $1,685,185 at 6%; with 100% employer match about $1,895,833 at 4% or $1,263,889 at 6%. |
| Ronald J. Schwartz PC. Pension Plan | - | 3 | $1,939,729 | $455,000 | $151,667iApproximate average salary by contribution assumption: employee only about $3,791,667 at 4% or $2,527,778 at 6%; with 50% employer match about $2,527,778 at 4% or $1,685,185 at 6%; with 100% employer match about $1,895,833 at 4% or $1,263,889 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Ronald J. Schwartz PC. Pension Plan | - | 2 | - | - | - |
| 2006 | 1 | 4 | $1,455,375 | $193,692 | $48,423iApproximate average salary by contribution assumption: employee only about $1,210,575 at 4% or $807,050 at 6%; with 50% employer match about $807,050 at 4% or $538,033 at 6%; with 100% employer match about $605,288 at 4% or $403,525 at 6%. |
| Ronald J. Schwartz PC. Pension Plan | - | 4 | $1,455,375 | $193,692 | $48,423iApproximate average salary by contribution assumption: employee only about $1,210,575 at 4% or $807,050 at 6%; with 50% employer match about $807,050 at 4% or $538,033 at 6%; with 100% employer match about $605,288 at 4% or $403,525 at 6%. |
| 2005 | 1 | 7 | $1,171,033 | $183,501 | $26,214iApproximate average salary by contribution assumption: employee only about $655,361 at 4% or $436,907 at 6%; with 50% employer match about $436,907 at 4% or $291,271 at 6%; with 100% employer match about $327,680 at 4% or $218,454 at 6%. |
| Ronald J. Schwartz PC. Pension Plan | - | 7 | $1,171,033 | $183,501 | $26,214iApproximate average salary by contribution assumption: employee only about $655,361 at 4% or $436,907 at 6%; with 50% employer match about $436,907 at 4% or $291,271 at 6%; with 100% employer match about $327,680 at 4% or $218,454 at 6%. |
| 2004 | 1 | 7 | $954,196 | $158,720 | $22,674iApproximate average salary by contribution assumption: employee only about $566,857 at 4% or $377,905 at 6%; with 50% employer match about $377,905 at 4% or $251,937 at 6%; with 100% employer match about $283,429 at 4% or $188,952 at 6%. |
| Ronald J. Schwartz PC. Pension Plan | - | 7 | $954,196 | $158,720 | $22,674iApproximate average salary by contribution assumption: employee only about $566,857 at 4% or $377,905 at 6%; with 50% employer match about $377,905 at 4% or $251,937 at 6%; with 100% employer match about $283,429 at 4% or $188,952 at 6%. |
| 2003 | 1 | 7 | $760,435 | $108,394 | $15,485iApproximate average salary by contribution assumption: employee only about $387,121 at 4% or $258,081 at 6%; with 50% employer match about $258,081 at 4% or $172,054 at 6%; with 100% employer match about $193,561 at 4% or $129,040 at 6%. |
| Ronald J. Schwartz PC. Pension Plan | - | 7 | $760,435 | $108,394 | $15,485iApproximate average salary by contribution assumption: employee only about $387,121 at 4% or $258,081 at 6%; with 50% employer match about $258,081 at 4% or $172,054 at 6%; with 100% employer match about $193,561 at 4% or $129,040 at 6%. |
| 2002 | 1 | 5 | $616,348 | $113,437 | $22,687iApproximate average salary by contribution assumption: employee only about $567,185 at 4% or $378,123 at 6%; with 50% employer match about $378,123 at 4% or $252,082 at 6%; with 100% employer match about $283,593 at 4% or $189,062 at 6%. |
| Ronald J. Schwartz PC. Pension Plan | - | 5 | $616,348 | $113,437 | $22,687iApproximate average salary by contribution assumption: employee only about $567,185 at 4% or $378,123 at 6%; with 50% employer match about $378,123 at 4% or $252,082 at 6%; with 100% employer match about $283,593 at 4% or $189,062 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Ronald J. Schwartz PC. Pension Plan | - | 4 | - | - | - |
| 2000 | 1 | 5 | $0 | $0 | - |
| Ronald J. Schwartz PC. Pension Plan | - | 5 | - | - | - |
| 1999 | 1 | 6 | $270,563 | $89,321 | $14,887iApproximate average salary by contribution assumption: employee only about $372,171 at 4% or $248,114 at 6%; with 50% employer match about $248,114 at 4% or $165,409 at 6%; with 100% employer match about $186,085 at 4% or $124,057 at 6%. |
| Ronald J. Schwartz PC. Pension Plan | - | 6 | $270,563 | $89,321 | $14,887iApproximate average salary by contribution assumption: employee only about $372,171 at 4% or $248,114 at 6%; with 50% employer match about $248,114 at 4% or $165,409 at 6%; with 100% employer match about $186,085 at 4% or $124,057 at 6%. |