Steven a. Swidler PC.
Plan context: Steven a. Swidler PC. Retirement Trust
EIN 13-3550847 • New York, NY • 17 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
1
2016 Assets
$208,801
2016 Contributions
$20,000
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $20,000 | - |
| Steven a. Swidler PC. Retirement Trust | - | 0 | - | $20,000 | - |
| 2015 | 1 | 1 | $208,801 | $36,008 | $36,008iApproximate average salary by contribution assumption: employee only about $900,200 at 4% or $600,133 at 6%; with 50% employer match about $600,133 at 4% or $400,089 at 6%; with 100% employer match about $450,100 at 4% or $300,067 at 6%. |
| Steven a. Swidler PC. Retirement Trust | - | 1 | $208,801 | $36,008 | $36,008iApproximate average salary by contribution assumption: employee only about $900,200 at 4% or $600,133 at 6%; with 50% employer match about $600,133 at 4% or $400,089 at 6%; with 100% employer match about $450,100 at 4% or $300,067 at 6%. |
| 2014 | 1 | 1 | $245,177 | $34,797 | $34,797iApproximate average salary by contribution assumption: employee only about $869,925 at 4% or $579,950 at 6%; with 50% employer match about $579,950 at 4% or $386,633 at 6%; with 100% employer match about $434,963 at 4% or $289,975 at 6%. |
| Steven a. Swidler PC. Retirement Trust | - | 1 | $245,177 | $34,797 | $34,797iApproximate average salary by contribution assumption: employee only about $869,925 at 4% or $579,950 at 6%; with 50% employer match about $579,950 at 4% or $386,633 at 6%; with 100% employer match about $434,963 at 4% or $289,975 at 6%. |
| 2013 | 1 | 1 | $255,694 | $30,044 | $30,044iApproximate average salary by contribution assumption: employee only about $751,100 at 4% or $500,733 at 6%; with 50% employer match about $500,733 at 4% or $333,822 at 6%; with 100% employer match about $375,550 at 4% or $250,367 at 6%. |
| Steven a. Swidler PC. Retirement Trust | - | 1 | $255,694 | $30,044 | $30,044iApproximate average salary by contribution assumption: employee only about $751,100 at 4% or $500,733 at 6%; with 50% employer match about $500,733 at 4% or $333,822 at 6%; with 100% employer match about $375,550 at 4% or $250,367 at 6%. |
| 2012 | 1 | 1 | $247,912 | $25,981 | $25,981iApproximate average salary by contribution assumption: employee only about $649,525 at 4% or $433,017 at 6%; with 50% employer match about $433,017 at 4% or $288,678 at 6%; with 100% employer match about $324,763 at 4% or $216,508 at 6%. |
| Steven a. Swidler PC. Retirement Trust | - | 1 | $247,912 | $25,981 | $25,981iApproximate average salary by contribution assumption: employee only about $649,525 at 4% or $433,017 at 6%; with 50% employer match about $433,017 at 4% or $288,678 at 6%; with 100% employer match about $324,763 at 4% or $216,508 at 6%. |
| 2011 | 1 | 1 | $235,678 | $26,240 | $26,240iApproximate average salary by contribution assumption: employee only about $656,000 at 4% or $437,333 at 6%; with 50% employer match about $437,333 at 4% or $291,556 at 6%; with 100% employer match about $328,000 at 4% or $218,667 at 6%. |
| Steven a. Swidler PC. Retirement Trust | - | 1 | $235,678 | $26,240 | $26,240iApproximate average salary by contribution assumption: employee only about $656,000 at 4% or $437,333 at 6%; with 50% employer match about $437,333 at 4% or $291,556 at 6%; with 100% employer match about $328,000 at 4% or $218,667 at 6%. |
| 2010 | 1 | 1 | $247,676 | $14,500 | $14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%. |
| Steven a. Swidler PC. Retirement Trust | - | 1 | $247,676 | $14,500 | $14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%. |
| 2009 | 1 | 1 | $276,164 | $22,400 | $22,400iApproximate average salary by contribution assumption: employee only about $560,000 at 4% or $373,333 at 6%; with 50% employer match about $373,333 at 4% or $248,889 at 6%; with 100% employer match about $280,000 at 4% or $186,667 at 6%. |
| Steven a. Swidler PC. Retirement Trust | - | 1 | $276,164 | $22,400 | $22,400iApproximate average salary by contribution assumption: employee only about $560,000 at 4% or $373,333 at 6%; with 50% employer match about $373,333 at 4% or $248,889 at 6%; with 100% employer match about $280,000 at 4% or $186,667 at 6%. |
| 2007 | 1 | 1 | $0 | $0 | - |
| Steven a. Swidler PC. Retirement Trust | - | 1 | - | - | - |
| 2006 | 1 | 1 | $301,895 | $0 | - |
| Steven a. Swidler PC. Retirement Trust | - | 1 | $301,895 | - | - |
| 2005 | 1 | 1 | $303,101 | $0 | - |
| Steven a. Swidler PC. Retirement Trust | - | 1 | $303,101 | - | - |
| 2004 | 1 | 1 | $296,116 | $0 | - |
| Steven a. Swidler PC. Retirement Trust | - | 1 | $296,116 | - | - |
| 2003 | 1 | 1 | $0 | $0 | - |
| Steven a. Swidler PC. Retirement Trust | - | 1 | - | - | - |
| 2002 | 1 | 1 | $0 | $0 | - |
| Steven a. Swidler PC. Retirement Trust | - | 1 | - | - | - |
| 2001 | 1 | 1 | $0 | $0 | - |
| Steven a. Swidler PC. Retirement Trust | - | 1 | - | - | - |
| 2000 | 1 | 1 | $0 | $0 | - |
| Steven a. Swidler PC. Retirement Trust | - | 1 | - | - | - |
| 1999 | 1 | 1 | $550,083 | $0 | - |
| Steven a. Swidler PC. Retirement Trust | - | 1 | $550,083 | - | - |