SCHWARTZ & COMPANY, LLP
Plan context: SCHWARTZ AND COMPANY 401(K) PLAN
EIN 11-3080565 • Bellmore, NY • 10 filings • 5 plans
Current Snapshot
Latest Year
2017
2017 Participants
15
2017 Assets
$1,037,851
2017 Contributions
$51,956
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 15 | $1,037,851 | $51,956 | $3,464iApproximate average salary by contribution assumption: employee only about $86,593 at 4% or $57,729 at 6%; with 50% employer match about $57,729 at 4% or $38,486 at 6%; with 100% employer match about $43,297 at 4% or $28,864 at 6%. |
| SCHWARTZ AND COMPANY 401(K) PLAN | - | 15 | $1,037,851 | $51,956 | $3,464iApproximate average salary by contribution assumption: employee only about $86,593 at 4% or $57,729 at 6%; with 50% employer match about $57,729 at 4% or $38,486 at 6%; with 100% employer match about $43,297 at 4% or $28,864 at 6%. |
| 2016 | 1 | 15 | $853,448 | $53,069 | $3,538iApproximate average salary by contribution assumption: employee only about $88,448 at 4% or $58,966 at 6%; with 50% employer match about $58,966 at 4% or $39,310 at 6%; with 100% employer match about $44,224 at 4% or $29,483 at 6%. |
| SCHWARTZ AND COMPANY 401(K) PLAN | - | 15 | $853,448 | $53,069 | $3,538iApproximate average salary by contribution assumption: employee only about $88,448 at 4% or $58,966 at 6%; with 50% employer match about $58,966 at 4% or $39,310 at 6%; with 100% employer match about $44,224 at 4% or $29,483 at 6%. |
| 2015 | 1 | 15 | $745,973 | $67,514 | $4,501iApproximate average salary by contribution assumption: employee only about $112,523 at 4% or $75,016 at 6%; with 50% employer match about $75,016 at 4% or $50,010 at 6%; with 100% employer match about $56,262 at 4% or $37,508 at 6%. |
| SCHWARTZ AND COMPANY 401(K) PLAN | - | 15 | $745,973 | $67,514 | $4,501iApproximate average salary by contribution assumption: employee only about $112,523 at 4% or $75,016 at 6%; with 50% employer match about $75,016 at 4% or $50,010 at 6%; with 100% employer match about $56,262 at 4% or $37,508 at 6%. |
| 2005 | 1 | 4 | $1,237,664 | $390,895 | $97,724iApproximate average salary by contribution assumption: employee only about $2,443,094 at 4% or $1,628,729 at 6%; with 50% employer match about $1,628,729 at 4% or $1,085,819 at 6%; with 100% employer match about $1,221,547 at 4% or $814,365 at 6%. |
| SCHWARTZ & CO. DEFINED BENEFIT PLAN | - | 4 | $1,237,664 | $390,895 | $97,724iApproximate average salary by contribution assumption: employee only about $2,443,094 at 4% or $1,628,729 at 6%; with 50% employer match about $1,628,729 at 4% or $1,085,819 at 6%; with 100% employer match about $1,221,547 at 4% or $814,365 at 6%. |
| 2004 | 1 | 4 | $809,786 | $410,399 | $102,600iApproximate average salary by contribution assumption: employee only about $2,564,994 at 4% or $1,709,996 at 6%; with 50% employer match about $1,709,996 at 4% or $1,139,997 at 6%; with 100% employer match about $1,282,497 at 4% or $854,998 at 6%. |
| SCHWARTZ & COMPANY DEFINED BENEFIT PLAN | - | 4 | $809,786 | $410,399 | $102,600iApproximate average salary by contribution assumption: employee only about $2,564,994 at 4% or $1,709,996 at 6%; with 50% employer match about $1,709,996 at 4% or $1,139,997 at 6%; with 100% employer match about $1,282,497 at 4% or $854,998 at 6%. |
| 2003 | 1 | 5 | $397,901 | $397,901 | $79,580iApproximate average salary by contribution assumption: employee only about $1,989,505 at 4% or $1,326,337 at 6%; with 50% employer match about $1,326,337 at 4% or $884,224 at 6%; with 100% employer match about $994,753 at 4% or $663,168 at 6%. |
| SCHWARTZ & COMPANY DEFINED BENEFIT PLAN | - | 5 | $397,901 | $397,901 | $79,580iApproximate average salary by contribution assumption: employee only about $1,989,505 at 4% or $1,326,337 at 6%; with 50% employer match about $1,326,337 at 4% or $884,224 at 6%; with 100% employer match about $994,753 at 4% or $663,168 at 6%. |
| 2000 | 2 | 5 | $0 | $0 | - |
| Schwartz & Co. Profit Sharing Plan | - | 5 | - | - | - |
| Schwartz & Co. Money Purchase Pension Plan | - | 5 | - | - | - |
| 1999 | 2 | 4 | $426,355 | $80,643 | $20,161iApproximate average salary by contribution assumption: employee only about $504,019 at 4% or $336,013 at 6%; with 50% employer match about $336,013 at 4% or $224,008 at 6%; with 100% employer match about $252,009 at 4% or $168,006 at 6%. |
| Schwartz & Co. Profit Sharing Plan | - | 4 | $283,075 | $44,829 | $11,207iApproximate average salary by contribution assumption: employee only about $280,181 at 4% or $186,788 at 6%; with 50% employer match about $186,788 at 4% or $124,525 at 6%; with 100% employer match about $140,091 at 4% or $93,394 at 6%. |
| Schwartz & Co. Money Purchase Pension Plan | - | 4 | $143,280 | $35,814 | $8,954iApproximate average salary by contribution assumption: employee only about $223,838 at 4% or $149,225 at 6%; with 50% employer match about $149,225 at 4% or $99,483 at 6%; with 100% employer match about $111,919 at 4% or $74,613 at 6%. |