Civic Intelligence

David L. Schwartz, CPA

Plan context: David L. Schwartz, CPA Money Purchase Pension Plan and Trust

EIN 13-3498403 • 6 filings • 3 plans

Current Snapshot

Latest Year

2001

2001 Participants

1

2001 Assets

$449,323

2001 Contributions

$45,087

Historical Graphs

Total Assets Over Time

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

$875,343$437,672$019992000YearValue
$449,323Latest year 2000

Participants Over Time

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

110199920002001YearValue
1Latest year 2001

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
200111$0$0-
David L. Schwartz, CPA Money Purchase Pension Plan and Trust-1---
200021$449,323$45,087$45,087iApproximate average salary by contribution assumption: employee only about $1,127,175 at 4% or $751,450 at 6%; with 50% employer match about $751,450 at 4% or $500,967 at 6%; with 100% employer match about $563,588 at 4% or $375,725 at 6%.
David L. Schwartz, CPA Money Purchase Pension Plan and Trust-1$365,780--
David L. Schwartz, CPA Defined Benefit Pension Plan and Trust-1$83,543$45,087$45,087iApproximate average salary by contribution assumption: employee only about $1,127,175 at 4% or $751,450 at 6%; with 50% employer match about $751,450 at 4% or $500,967 at 6%; with 100% employer match about $563,588 at 4% or $375,725 at 6%.
199931$875,343$149,622$149,622iApproximate average salary by contribution assumption: employee only about $3,740,550 at 4% or $2,493,700 at 6%; with 50% employer match about $2,493,700 at 4% or $1,662,467 at 6%; with 100% employer match about $1,870,275 at 4% or $1,246,850 at 6%.
David L. Schwartz, CPA Money Purchase Pension Plan and Trust-1$725,721--
David L. Schwartz, CPA Defined Benefit Pension Plan and Trust-1$74,811$74,811$74,811iApproximate average salary by contribution assumption: employee only about $1,870,275 at 4% or $1,246,850 at 6%; with 50% employer match about $1,246,850 at 4% or $831,233 at 6%; with 100% employer match about $935,138 at 4% or $623,425 at 6%.
David L. Schwartz, CPA Defined Benefit Pension Plan and Trust-1$74,811$74,811$74,811iApproximate average salary by contribution assumption: employee only about $1,870,275 at 4% or $1,246,850 at 6%; with 50% employer match about $1,246,850 at 4% or $831,233 at 6%; with 100% employer match about $935,138 at 4% or $623,425 at 6%.