Shwal & Platt
Plan context: Shwal & Platt Vip Pension Plan and Trust
EIN 13-3315461 • New York, NY • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$4,775,497
2024 Contributions
$251
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 | 3 | $4,775,497 | $0 | - |
| Shwal & Platt Vip Pension Plan and Trust | - | 3 | $4,775,497 | - | - |
| 2023 | 1 | 3 | $4,241,978 | $0 | - |
| Shwal & Platt Vip Pension Plan and Trust | - | 3 | $4,241,978 | - | - |
| 2022 | 1 | 3 | $3,722,872 | $0 | - |
| Shwal & Platt Vip Pension Plan and Trust | - | 3 | $3,722,872 | - | - |
| 2021 | 1 | 3 | $3,958,843 | $0 | - |
| Shwal & Platt Vip Pension Plan and Trust | - | 3 | $3,958,843 | - | - |
| 2020 | 1 | 3 | $3,459,770 | $0 | - |
| Shwal & Platt Vip Pension Plan and Trust | - | 3 | $3,459,770 | - | - |
| 2019 | 1 | 3 | $3,180,943 | $0 | - |
| Shwal & Platt Vip Pension Plan and Trust | - | 3 | $3,180,943 | - | - |
| 2018 | 1 | 3 | $2,708,635 | $0 | - |
| Shwal & Platt Vip Pension Plan and Trust | - | 3 | $2,708,635 | - | - |
| 2017 | 1 | 4 | $2,824,543 | $251 | $63iApproximate average salary by contribution assumption: employee only about $1,569 at 4% or $1,046 at 6%; with 50% employer match about $1,046 at 4% or $697 at 6%; with 100% employer match about $784 at 4% or $523 at 6%. |
| Shwal & Platt Vip Pension Plan and Trust | - | 4 | $2,824,543 | $251 | $63iApproximate average salary by contribution assumption: employee only about $1,569 at 4% or $1,046 at 6%; with 50% employer match about $1,046 at 4% or $697 at 6%; with 100% employer match about $784 at 4% or $523 at 6%. |
| 2016 | 1 | 4 | $2,541,968 | $251 | $63iApproximate average salary by contribution assumption: employee only about $1,569 at 4% or $1,046 at 6%; with 50% employer match about $1,046 at 4% or $697 at 6%; with 100% employer match about $784 at 4% or $523 at 6%. |
| Shwal & Platt Vip Pension Plan and Trust | - | 4 | $2,541,968 | $251 | $63iApproximate average salary by contribution assumption: employee only about $1,569 at 4% or $1,046 at 6%; with 50% employer match about $1,046 at 4% or $697 at 6%; with 100% employer match about $784 at 4% or $523 at 6%. |
| 2015 | 1 | 4 | $2,389,028 | $0 | - |
| Shwal & Platt Vip Pension Plan and Trust | - | 4 | $2,389,028 | - | - |
| 2014 | 1 | 4 | $2,394,426 | $251 | $63iApproximate average salary by contribution assumption: employee only about $1,569 at 4% or $1,046 at 6%; with 50% employer match about $1,046 at 4% or $697 at 6%; with 100% employer match about $784 at 4% or $523 at 6%. |
| Shwal & Platt Vip Pension Plan and Trust | - | 4 | $2,394,426 | $251 | $63iApproximate average salary by contribution assumption: employee only about $1,569 at 4% or $1,046 at 6%; with 50% employer match about $1,046 at 4% or $697 at 6%; with 100% employer match about $784 at 4% or $523 at 6%. |
| 2013 | 1 | 3 | $2,186,807 | $569 | $190iApproximate average salary by contribution assumption: employee only about $4,742 at 4% or $3,161 at 6%; with 50% employer match about $3,161 at 4% or $2,107 at 6%; with 100% employer match about $2,371 at 4% or $1,581 at 6%. |
| Shwal & Platt Vip Pension Plan and Trust | - | 3 | $2,186,807 | $569 | $190iApproximate average salary by contribution assumption: employee only about $4,742 at 4% or $3,161 at 6%; with 50% employer match about $3,161 at 4% or $2,107 at 6%; with 100% employer match about $2,371 at 4% or $1,581 at 6%. |
| 2012 | 1 | 3 | $1,818,967 | $251 | $84iApproximate average salary by contribution assumption: employee only about $2,092 at 4% or $1,394 at 6%; with 50% employer match about $1,394 at 4% or $930 at 6%; with 100% employer match about $1,046 at 4% or $697 at 6%. |
| Shwal & Platt Vip Pension Plan and Trust | - | 3 | $1,818,967 | $251 | $84iApproximate average salary by contribution assumption: employee only about $2,092 at 4% or $1,394 at 6%; with 50% employer match about $1,394 at 4% or $930 at 6%; with 100% employer match about $1,046 at 4% or $697 at 6%. |
| 2011 | 1 | 3 | $1,684,725 | $11,068 | $3,689iApproximate average salary by contribution assumption: employee only about $92,233 at 4% or $61,489 at 6%; with 50% employer match about $61,489 at 4% or $40,993 at 6%; with 100% employer match about $46,117 at 4% or $30,744 at 6%. |
| Shwal & Platt Vip Pension Plan and Trust | - | 3 | $1,684,725 | $11,068 | $3,689iApproximate average salary by contribution assumption: employee only about $92,233 at 4% or $61,489 at 6%; with 50% employer match about $61,489 at 4% or $40,993 at 6%; with 100% employer match about $46,117 at 4% or $30,744 at 6%. |
| 2010 | 1 | 3 | $1,603,630 | $43,824 | $14,608iApproximate average salary by contribution assumption: employee only about $365,200 at 4% or $243,467 at 6%; with 50% employer match about $243,467 at 4% or $162,311 at 6%; with 100% employer match about $182,600 at 4% or $121,733 at 6%. |
| Shwal & Platt Vip Pension Plan and Trust | - | 3 | $1,603,630 | $43,824 | $14,608iApproximate average salary by contribution assumption: employee only about $365,200 at 4% or $243,467 at 6%; with 50% employer match about $243,467 at 4% or $162,311 at 6%; with 100% employer match about $182,600 at 4% or $121,733 at 6%. |
| 2009 | 1 | 3 | $1,461,002 | $67,735 | $22,578iApproximate average salary by contribution assumption: employee only about $564,458 at 4% or $376,306 at 6%; with 50% employer match about $376,306 at 4% or $250,870 at 6%; with 100% employer match about $282,229 at 4% or $188,153 at 6%. |
| Shwal & Platt Vip Pension Plan and Trust | - | 3 | $1,461,002 | $67,735 | $22,578iApproximate average salary by contribution assumption: employee only about $564,458 at 4% or $376,306 at 6%; with 50% employer match about $376,306 at 4% or $250,870 at 6%; with 100% employer match about $282,229 at 4% or $188,153 at 6%. |
| 2008 | 1 | 3 | $1,262,519 | $80,404 | $26,801iApproximate average salary by contribution assumption: employee only about $670,033 at 4% or $446,689 at 6%; with 50% employer match about $446,689 at 4% or $297,793 at 6%; with 100% employer match about $335,017 at 4% or $223,344 at 6%. |
| Shwal & Platt Vip Pension Plan and Trust | - | 3 | $1,262,519 | $80,404 | $26,801iApproximate average salary by contribution assumption: employee only about $670,033 at 4% or $446,689 at 6%; with 50% employer match about $446,689 at 4% or $297,793 at 6%; with 100% employer match about $335,017 at 4% or $223,344 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Shwal & Platt Vip Pension Plan and Trust | - | 3 | - | - | - |
| 2006 | 1 | 3 | $1,209,518 | $57,475 | $19,158iApproximate average salary by contribution assumption: employee only about $478,958 at 4% or $319,306 at 6%; with 50% employer match about $319,306 at 4% or $212,870 at 6%; with 100% employer match about $239,479 at 4% or $159,653 at 6%. |
| Shwal & Platt Vip Pension Plan and Trust | - | 3 | $1,209,518 | $57,475 | $19,158iApproximate average salary by contribution assumption: employee only about $478,958 at 4% or $319,306 at 6%; with 50% employer match about $319,306 at 4% or $212,870 at 6%; with 100% employer match about $239,479 at 4% or $159,653 at 6%. |
| 2005 | 1 | 3 | $1,034,552 | $49,650 | $16,550iApproximate average salary by contribution assumption: employee only about $413,750 at 4% or $275,833 at 6%; with 50% employer match about $275,833 at 4% or $183,889 at 6%; with 100% employer match about $206,875 at 4% or $137,917 at 6%. |
| Shwal & Platt Vip Pension Plan and Trust | - | 3 | $1,034,552 | $49,650 | $16,550iApproximate average salary by contribution assumption: employee only about $413,750 at 4% or $275,833 at 6%; with 50% employer match about $275,833 at 4% or $183,889 at 6%; with 100% employer match about $206,875 at 4% or $137,917 at 6%. |
| 2004 | 1 | 3 | $989,130 | $44,762 | $14,921iApproximate average salary by contribution assumption: employee only about $373,017 at 4% or $248,678 at 6%; with 50% employer match about $248,678 at 4% or $165,785 at 6%; with 100% employer match about $186,508 at 4% or $124,339 at 6%. |
| Shwal & Platt Vip Pension Plan and Trust | - | 3 | $989,130 | $44,762 | $14,921iApproximate average salary by contribution assumption: employee only about $373,017 at 4% or $248,678 at 6%; with 50% employer match about $248,678 at 4% or $165,785 at 6%; with 100% employer match about $186,508 at 4% or $124,339 at 6%. |
| 2003 | 1 | 3 | $902,806 | $42,046 | $14,015iApproximate average salary by contribution assumption: employee only about $350,383 at 4% or $233,589 at 6%; with 50% employer match about $233,589 at 4% or $155,726 at 6%; with 100% employer match about $175,192 at 4% or $116,794 at 6%. |
| Shwal & Platt Vip Pension Plan and Trust | - | 3 | $902,806 | $42,046 | $14,015iApproximate average salary by contribution assumption: employee only about $350,383 at 4% or $233,589 at 6%; with 50% employer match about $233,589 at 4% or $155,726 at 6%; with 100% employer match about $175,192 at 4% or $116,794 at 6%. |
| 2002 | 1 | 3 | $773,550 | $41,868 | $13,956iApproximate average salary by contribution assumption: employee only about $348,900 at 4% or $232,600 at 6%; with 50% employer match about $232,600 at 4% or $155,067 at 6%; with 100% employer match about $174,450 at 4% or $116,300 at 6%. |
| Shwal & Platt Vip Pension Plan and Trust | - | 3 | $773,550 | $41,868 | $13,956iApproximate average salary by contribution assumption: employee only about $348,900 at 4% or $232,600 at 6%; with 50% employer match about $232,600 at 4% or $155,067 at 6%; with 100% employer match about $174,450 at 4% or $116,300 at 6%. |
| 2001 | 1 | 3 | $846,817 | $38,273 | $12,758iApproximate average salary by contribution assumption: employee only about $318,942 at 4% or $212,628 at 6%; with 50% employer match about $212,628 at 4% or $141,752 at 6%; with 100% employer match about $159,471 at 4% or $106,314 at 6%. |
| Shwal & Platt Vip Pension Plan and Trust | - | 3 | $846,817 | $38,273 | $12,758iApproximate average salary by contribution assumption: employee only about $318,942 at 4% or $212,628 at 6%; with 50% employer match about $212,628 at 4% or $141,752 at 6%; with 100% employer match about $159,471 at 4% or $106,314 at 6%. |
| 2000 | 1 | 3 | $928,314 | $32,108 | $10,703iApproximate average salary by contribution assumption: employee only about $267,567 at 4% or $178,378 at 6%; with 50% employer match about $178,378 at 4% or $118,919 at 6%; with 100% employer match about $133,783 at 4% or $89,189 at 6%. |
| SHWAL & PLATT VIP PENSION PLAN AND TRUST | - | 3 | $928,314 | $32,108 | $10,703iApproximate average salary by contribution assumption: employee only about $267,567 at 4% or $178,378 at 6%; with 50% employer match about $178,378 at 4% or $118,919 at 6%; with 100% employer match about $133,783 at 4% or $89,189 at 6%. |
| 1999 | 1 | 3 | $896,844 | $27,260 | $9,087iApproximate average salary by contribution assumption: employee only about $227,167 at 4% or $151,444 at 6%; with 50% employer match about $151,444 at 4% or $100,963 at 6%; with 100% employer match about $113,583 at 4% or $75,722 at 6%. |
| Shwal & Platt Vip Pension Plan and Trust | - | 3 | $896,844 | $27,260 | $9,087iApproximate average salary by contribution assumption: employee only about $227,167 at 4% or $151,444 at 6%; with 50% employer match about $151,444 at 4% or $100,963 at 6%; with 100% employer match about $113,583 at 4% or $75,722 at 6%. |