Michael J. Schmerin MD PC
Plan context: Michael J. Schmerin MD PC Retirement Trust
EIN 13-2948710 • New York, NY • 36 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$17,946,313
2025 Contributions
$25,275
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $17,946,313 | $25,275 | $4,213iApproximate average salary by contribution assumption: employee only about $105,313 at 4% or $70,208 at 6%; with 50% employer match about $70,208 at 4% or $46,806 at 6%; with 100% employer match about $52,656 at 4% or $35,104 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 6 | $17,946,313 | $25,275 | $4,213iApproximate average salary by contribution assumption: employee only about $105,313 at 4% or $70,208 at 6%; with 50% employer match about $70,208 at 4% or $46,806 at 6%; with 100% employer match about $52,656 at 4% or $35,104 at 6%. |
| 2024 | 1 | 6 | $16,847,458 | $85,645 | $14,274iApproximate average salary by contribution assumption: employee only about $356,854 at 4% or $237,903 at 6%; with 50% employer match about $237,903 at 4% or $158,602 at 6%; with 100% employer match about $178,427 at 4% or $118,951 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 6 | $16,847,458 | $85,645 | $14,274iApproximate average salary by contribution assumption: employee only about $356,854 at 4% or $237,903 at 6%; with 50% employer match about $237,903 at 4% or $158,602 at 6%; with 100% employer match about $178,427 at 4% or $118,951 at 6%. |
| 2023 | 2 | 6 | $15,464,028 | $889,773 | $148,296iApproximate average salary by contribution assumption: employee only about $3,707,388 at 4% or $2,471,592 at 6%; with 50% employer match about $2,471,592 at 4% or $1,647,728 at 6%; with 100% employer match about $1,853,694 at 4% or $1,235,796 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 6 | $15,464,028 | $889,773 | $148,296iApproximate average salary by contribution assumption: employee only about $3,707,388 at 4% or $2,471,592 at 6%; with 50% employer match about $2,471,592 at 4% or $1,647,728 at 6%; with 100% employer match about $1,853,694 at 4% or $1,235,796 at 6%. |
| Michael J. Schmerin MD PC Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2022 | 2 | 6 | $13,803,510 | $97,554 | $16,259iApproximate average salary by contribution assumption: employee only about $406,475 at 4% or $270,983 at 6%; with 50% employer match about $270,983 at 4% or $180,656 at 6%; with 100% employer match about $203,238 at 4% or $135,492 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 6 | $12,825,163 | $97,554 | $16,259iApproximate average salary by contribution assumption: employee only about $406,475 at 4% or $270,983 at 6%; with 50% employer match about $270,983 at 4% or $180,656 at 6%; with 100% employer match about $203,238 at 4% or $135,492 at 6%. |
| Michael J. Schmerin MD PC Cash Balance Plan | - | 6 | $978,347 | $0 | - |
| 2021 | 2 | 6 | $16,645,216 | $335,061 | $55,844iApproximate average salary by contribution assumption: employee only about $1,396,088 at 4% or $930,725 at 6%; with 50% employer match about $930,725 at 4% or $620,483 at 6%; with 100% employer match about $698,044 at 4% or $465,363 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 6 | $15,509,257 | $92,686 | $15,448iApproximate average salary by contribution assumption: employee only about $386,192 at 4% or $257,461 at 6%; with 50% employer match about $257,461 at 4% or $171,641 at 6%; with 100% employer match about $193,096 at 4% or $128,731 at 6%. |
| Michael J. Schmerin MD PC Cash Balance Plan | - | 6 | $1,135,959 | $242,375 | $40,396iApproximate average salary by contribution assumption: employee only about $1,009,896 at 4% or $673,264 at 6%; with 50% employer match about $673,264 at 4% or $448,843 at 6%; with 100% employer match about $504,948 at 4% or $336,632 at 6%. |
| 2020 | 2 | 6 | $15,115,815 | $334,263 | $55,711iApproximate average salary by contribution assumption: employee only about $1,392,763 at 4% or $928,508 at 6%; with 50% employer match about $928,508 at 4% or $619,006 at 6%; with 100% employer match about $696,381 at 4% or $464,254 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 6 | $14,279,142 | $92,072 | $15,345iApproximate average salary by contribution assumption: employee only about $383,633 at 4% or $255,756 at 6%; with 50% employer match about $255,756 at 4% or $170,504 at 6%; with 100% employer match about $191,817 at 4% or $127,878 at 6%. |
| Michael J. Schmerin MD PC Cash Balance Plan | - | 6 | $836,673 | $242,191 | $40,365iApproximate average salary by contribution assumption: employee only about $1,009,129 at 4% or $672,753 at 6%; with 50% employer match about $672,753 at 4% or $448,502 at 6%; with 100% employer match about $504,565 at 4% or $336,376 at 6%. |
| 2019 | 2 | 7 | $13,968,706 | $330,063 | $47,152iApproximate average salary by contribution assumption: employee only about $1,178,796 at 4% or $785,864 at 6%; with 50% employer match about $785,864 at 4% or $523,910 at 6%; with 100% employer match about $589,398 at 4% or $392,932 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 7 | $13,319,051 | $88,433 | $12,633iApproximate average salary by contribution assumption: employee only about $315,832 at 4% or $210,555 at 6%; with 50% employer match about $210,555 at 4% or $140,370 at 6%; with 100% employer match about $157,916 at 4% or $105,277 at 6%. |
| Michael J. Schmerin MD PC Cash Balance Plan | - | 7 | $649,655 | $241,630 | $34,519iApproximate average salary by contribution assumption: employee only about $862,964 at 4% or $575,310 at 6%; with 50% employer match about $575,310 at 4% or $383,540 at 6%; with 100% employer match about $431,482 at 4% or $287,655 at 6%. |
| 2018 | 2 | 8 | $11,499,142 | $329,204 | $41,151iApproximate average salary by contribution assumption: employee only about $1,028,763 at 4% or $685,842 at 6%; with 50% employer match about $685,842 at 4% or $457,228 at 6%; with 100% employer match about $514,381 at 4% or $342,921 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 8 | $11,117,015 | $87,185 | $10,898iApproximate average salary by contribution assumption: employee only about $272,453 at 4% or $181,635 at 6%; with 50% employer match about $181,635 at 4% or $121,090 at 6%; with 100% employer match about $136,227 at 4% or $90,818 at 6%. |
| Michael J. Schmerin MD PC Cash Balance Plan | - | 7 | $382,127 | $242,019 | $34,574iApproximate average salary by contribution assumption: employee only about $864,354 at 4% or $576,236 at 6%; with 50% employer match about $576,236 at 4% or $384,157 at 6%; with 100% employer match about $432,177 at 4% or $288,118 at 6%. |
| 2017 | 2 | 7 | $13,076,890 | $385,616 | $55,088iApproximate average salary by contribution assumption: employee only about $1,377,200 at 4% or $918,133 at 6%; with 50% employer match about $918,133 at 4% or $612,089 at 6%; with 100% employer match about $688,600 at 4% or $459,067 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 7 | $11,863,592 | $85,616 | $12,231iApproximate average salary by contribution assumption: employee only about $305,771 at 4% or $203,848 at 6%; with 50% employer match about $203,848 at 4% or $135,898 at 6%; with 100% employer match about $152,886 at 4% or $101,924 at 6%. |
| Michael J. Schmerin MD PC Cash Balance Plan | - | 7 | $1,213,298 | $300,000 | $42,857iApproximate average salary by contribution assumption: employee only about $1,071,429 at 4% or $714,286 at 6%; with 50% employer match about $714,286 at 4% or $476,190 at 6%; with 100% employer match about $535,714 at 4% or $357,143 at 6%. |
| 2016 | 2 | 7 | $11,852,054 | $394,599 | $56,371iApproximate average salary by contribution assumption: employee only about $1,409,282 at 4% or $939,521 at 6%; with 50% employer match about $939,521 at 4% or $626,348 at 6%; with 100% employer match about $704,641 at 4% or $469,761 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 7 | $11,008,348 | $86,599 | $12,371iApproximate average salary by contribution assumption: employee only about $309,282 at 4% or $206,188 at 6%; with 50% employer match about $206,188 at 4% or $137,459 at 6%; with 100% employer match about $154,641 at 4% or $103,094 at 6%. |
| Michael J. Schmerin MD PC Cash Balance Plan | - | 7 | $843,706 | $308,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| 2015 | 2 | 7 | $9,855,724 | $336,649 | $48,093iApproximate average salary by contribution assumption: employee only about $1,202,318 at 4% or $801,545 at 6%; with 50% employer match about $801,545 at 4% or $534,363 at 6%; with 100% employer match about $601,159 at 4% or $400,773 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 7 | $9,363,884 | $86,649 | $12,378iApproximate average salary by contribution assumption: employee only about $309,461 at 4% or $206,307 at 6%; with 50% employer match about $206,307 at 4% or $137,538 at 6%; with 100% employer match about $154,730 at 4% or $103,154 at 6%. |
| Michael J. Schmerin MD PC Cash Balance Plan | - | 7 | $491,840 | $250,000 | $35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%. |
| 2014 | 2 | 7 | $10,461,412 | $322,003 | $46,000iApproximate average salary by contribution assumption: employee only about $1,150,011 at 4% or $766,674 at 6%; with 50% employer match about $766,674 at 4% or $511,116 at 6%; with 100% employer match about $575,005 at 4% or $383,337 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 7 | $10,219,872 | $80,463 | $11,495iApproximate average salary by contribution assumption: employee only about $287,368 at 4% or $191,579 at 6%; with 50% employer match about $191,579 at 4% or $127,719 at 6%; with 100% employer match about $143,684 at 4% or $95,789 at 6%. |
| Michael J. Schmerin MD PC Cash Balance Plan | - | 7 | $241,540 | $241,540 | $34,506iApproximate average salary by contribution assumption: employee only about $862,643 at 4% or $575,095 at 6%; with 50% employer match about $575,095 at 4% or $383,397 at 6%; with 100% employer match about $431,321 at 4% or $287,548 at 6%. |
| 2013 | 1 | 7 | $9,967,239 | $64,293 | $9,185iApproximate average salary by contribution assumption: employee only about $229,618 at 4% or $153,079 at 6%; with 50% employer match about $153,079 at 4% or $102,052 at 6%; with 100% employer match about $114,809 at 4% or $76,539 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 7 | $9,967,239 | $64,293 | $9,185iApproximate average salary by contribution assumption: employee only about $229,618 at 4% or $153,079 at 6%; with 50% employer match about $153,079 at 4% or $102,052 at 6%; with 100% employer match about $114,809 at 4% or $76,539 at 6%. |
| 2012 | 1 | 7 | $9,209,411 | $63,293 | $9,042iApproximate average salary by contribution assumption: employee only about $226,046 at 4% or $150,698 at 6%; with 50% employer match about $150,698 at 4% or $100,465 at 6%; with 100% employer match about $113,023 at 4% or $75,349 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 7 | $9,209,411 | $63,293 | $9,042iApproximate average salary by contribution assumption: employee only about $226,046 at 4% or $150,698 at 6%; with 50% employer match about $150,698 at 4% or $100,465 at 6%; with 100% employer match about $113,023 at 4% or $75,349 at 6%. |
| 2011 | 1 | 7 | $8,535,583 | $61,724 | $8,818iApproximate average salary by contribution assumption: employee only about $220,443 at 4% or $146,962 at 6%; with 50% employer match about $146,962 at 4% or $97,975 at 6%; with 100% employer match about $110,221 at 4% or $73,481 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 7 | $8,535,583 | $61,724 | $8,818iApproximate average salary by contribution assumption: employee only about $220,443 at 4% or $146,962 at 6%; with 50% employer match about $146,962 at 4% or $97,975 at 6%; with 100% employer match about $110,221 at 4% or $73,481 at 6%. |
| 2010 | 1 | 7 | $8,405,071 | $61,483 | $8,783iApproximate average salary by contribution assumption: employee only about $219,582 at 4% or $146,388 at 6%; with 50% employer match about $146,388 at 4% or $97,592 at 6%; with 100% employer match about $109,791 at 4% or $73,194 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 7 | $8,405,071 | $61,483 | $8,783iApproximate average salary by contribution assumption: employee only about $219,582 at 4% or $146,388 at 6%; with 50% employer match about $146,388 at 4% or $97,592 at 6%; with 100% employer match about $109,791 at 4% or $73,194 at 6%. |
| 2009 | 1 | 7 | $7,491,593 | $61,348 | $8,764iApproximate average salary by contribution assumption: employee only about $219,100 at 4% or $146,067 at 6%; with 50% employer match about $146,067 at 4% or $97,378 at 6%; with 100% employer match about $109,550 at 4% or $73,033 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 7 | $7,491,593 | $61,348 | $8,764iApproximate average salary by contribution assumption: employee only about $219,100 at 4% or $146,067 at 6%; with 50% employer match about $146,067 at 4% or $97,378 at 6%; with 100% employer match about $109,550 at 4% or $73,033 at 6%. |
| 2008 | 1 | 7 | $6,386,891 | $57,121 | $8,160iApproximate average salary by contribution assumption: employee only about $204,004 at 4% or $136,002 at 6%; with 50% employer match about $136,002 at 4% or $90,668 at 6%; with 100% employer match about $102,002 at 4% or $68,001 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 7 | $6,386,891 | $57,121 | $8,160iApproximate average salary by contribution assumption: employee only about $204,004 at 4% or $136,002 at 6%; with 50% employer match about $136,002 at 4% or $90,668 at 6%; with 100% employer match about $102,002 at 4% or $68,001 at 6%. |
| 2007 | 1 | 7 | $9,014,294 | $56,598 | $8,085iApproximate average salary by contribution assumption: employee only about $202,136 at 4% or $134,757 at 6%; with 50% employer match about $134,757 at 4% or $89,838 at 6%; with 100% employer match about $101,068 at 4% or $67,379 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 7 | $9,014,294 | $56,598 | $8,085iApproximate average salary by contribution assumption: employee only about $202,136 at 4% or $134,757 at 6%; with 50% employer match about $134,757 at 4% or $89,838 at 6%; with 100% employer match about $101,068 at 4% or $67,379 at 6%. |
| 2006 | 1 | 7 | $8,117,372 | $55,072 | $7,867iApproximate average salary by contribution assumption: employee only about $196,686 at 4% or $131,124 at 6%; with 50% employer match about $131,124 at 4% or $87,416 at 6%; with 100% employer match about $98,343 at 4% or $65,562 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 7 | $8,117,372 | $55,072 | $7,867iApproximate average salary by contribution assumption: employee only about $196,686 at 4% or $131,124 at 6%; with 50% employer match about $131,124 at 4% or $87,416 at 6%; with 100% employer match about $98,343 at 4% or $65,562 at 6%. |
| 2005 | 1 | 7 | $6,813,963 | $50,487 | $7,212iApproximate average salary by contribution assumption: employee only about $180,311 at 4% or $120,207 at 6%; with 50% employer match about $120,207 at 4% or $80,138 at 6%; with 100% employer match about $90,155 at 4% or $60,104 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 7 | $6,813,963 | $50,487 | $7,212iApproximate average salary by contribution assumption: employee only about $180,311 at 4% or $120,207 at 6%; with 50% employer match about $120,207 at 4% or $80,138 at 6%; with 100% employer match about $90,155 at 4% or $60,104 at 6%. |
| 2004 | 1 | 5 | $6,258,988 | $81,134 | $16,227iApproximate average salary by contribution assumption: employee only about $405,670 at 4% or $270,447 at 6%; with 50% employer match about $270,447 at 4% or $180,298 at 6%; with 100% employer match about $202,835 at 4% or $135,223 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 5 | $6,258,988 | $81,134 | $16,227iApproximate average salary by contribution assumption: employee only about $405,670 at 4% or $270,447 at 6%; with 50% employer match about $270,447 at 4% or $180,298 at 6%; with 100% employer match about $202,835 at 4% or $135,223 at 6%. |
| 2003 | 1 | 5 | $5,422,270 | $76,800 | $15,360iApproximate average salary by contribution assumption: employee only about $384,000 at 4% or $256,000 at 6%; with 50% employer match about $256,000 at 4% or $170,667 at 6%; with 100% employer match about $192,000 at 4% or $128,000 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 5 | $5,422,270 | $76,800 | $15,360iApproximate average salary by contribution assumption: employee only about $384,000 at 4% or $256,000 at 6%; with 50% employer match about $256,000 at 4% or $170,667 at 6%; with 100% employer match about $192,000 at 4% or $128,000 at 6%. |
| 2002 | 1 | 6 | $4,387,350 | $71,912 | $11,985iApproximate average salary by contribution assumption: employee only about $299,633 at 4% or $199,756 at 6%; with 50% employer match about $199,756 at 4% or $133,170 at 6%; with 100% employer match about $149,817 at 4% or $99,878 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 6 | $4,387,350 | $71,912 | $11,985iApproximate average salary by contribution assumption: employee only about $299,633 at 4% or $199,756 at 6%; with 50% employer match about $199,756 at 4% or $133,170 at 6%; with 100% employer match about $149,817 at 4% or $99,878 at 6%. |
| 2001 | 1 | 0 | $4,735,799 | $48,500 | - |
| Michael J. Schmerin MD PC Retirement Trust | - | 0 | $4,735,799 | $48,500 | - |
| 2000 | 1 | 5 | $5,174,111 | $44,959 | $8,992iApproximate average salary by contribution assumption: employee only about $224,795 at 4% or $149,863 at 6%; with 50% employer match about $149,863 at 4% or $99,909 at 6%; with 100% employer match about $112,397 at 4% or $74,932 at 6%. |
| Michael J. Schmerin MD PC Retirement Trust | - | 5 | $5,174,111 | $44,959 | $8,992iApproximate average salary by contribution assumption: employee only about $224,795 at 4% or $149,863 at 6%; with 50% employer match about $149,863 at 4% or $99,909 at 6%; with 100% employer match about $112,397 at 4% or $74,932 at 6%. |