Civic Intelligence

Pergolis Swartz Associates Inc.

Plan context: Pergolis Swartz Associates Inc. 401(K) Plan

EIN 13-3588405 • New York, NY • 22 filings • 5 plans

12 West 37th St., 8th FLNew York, NY 10018-7383
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$7,574

2019 Contributions

$6,840

Historical Graphs

Total Assets Over Time

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

$1,840,267$920,134$0199920102018YearValue
$7,574Latest year 2018

Participants Over Time

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

630199920092018YearValue
3Latest year 2018

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
201910$0$0-
Pergolis Swartz Associates Inc. 401(K) Plan-0$0$0-
201813$7,574$6,840$2,280iApproximate average salary by contribution assumption: employee only about $57,000 at 4% or $38,000 at 6%; with 50% employer match about $38,000 at 4% or $25,333 at 6%; with 100% employer match about $28,500 at 4% or $19,000 at 6%.
Pergolis Swartz Associates Inc. 401(K) Plan-3$7,574$6,840$2,280iApproximate average salary by contribution assumption: employee only about $57,000 at 4% or $38,000 at 6%; with 50% employer match about $38,000 at 4% or $25,333 at 6%; with 100% employer match about $28,500 at 4% or $19,000 at 6%.
201713$69,908$6,920$2,307iApproximate average salary by contribution assumption: employee only about $57,667 at 4% or $38,444 at 6%; with 50% employer match about $38,444 at 4% or $25,630 at 6%; with 100% employer match about $28,833 at 4% or $19,222 at 6%.
Pergolis Swartz Associates Inc. 401(K) Plan-3$69,908$6,920$2,307iApproximate average salary by contribution assumption: employee only about $57,667 at 4% or $38,444 at 6%; with 50% employer match about $38,444 at 4% or $25,630 at 6%; with 100% employer match about $28,833 at 4% or $19,222 at 6%.
201613$108,764$8,500$2,833iApproximate average salary by contribution assumption: employee only about $70,833 at 4% or $47,222 at 6%; with 50% employer match about $47,222 at 4% or $31,481 at 6%; with 100% employer match about $35,417 at 4% or $23,611 at 6%.
Pergolis Swartz Associates Inc. 401(K) Plan-3$108,764$8,500$2,833iApproximate average salary by contribution assumption: employee only about $70,833 at 4% or $47,222 at 6%; with 50% employer match about $47,222 at 4% or $31,481 at 6%; with 100% employer match about $35,417 at 4% or $23,611 at 6%.
201512$96,398$5,600$2,800iApproximate average salary by contribution assumption: employee only about $70,000 at 4% or $46,667 at 6%; with 50% employer match about $46,667 at 4% or $31,111 at 6%; with 100% employer match about $35,000 at 4% or $23,333 at 6%.
Pergolis Swartz Associates Inc. 401(K) Plan-2$96,398$5,600$2,800iApproximate average salary by contribution assumption: employee only about $70,000 at 4% or $46,667 at 6%; with 50% employer match about $46,667 at 4% or $31,111 at 6%; with 100% employer match about $35,000 at 4% or $23,333 at 6%.
201413$92,728$5,400$1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%.
Pergolis Swartz Associates Inc. 401(K) Plan-3$92,728$5,400$1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%.
201312$78,435$6,600$3,300iApproximate average salary by contribution assumption: employee only about $82,500 at 4% or $55,000 at 6%; with 50% employer match about $55,000 at 4% or $36,667 at 6%; with 100% employer match about $41,250 at 4% or $27,500 at 6%.
Pergolis Swartz Associates Inc. 401(K) Plan-2$78,435$6,600$3,300iApproximate average salary by contribution assumption: employee only about $82,500 at 4% or $55,000 at 6%; with 50% employer match about $55,000 at 4% or $36,667 at 6%; with 100% employer match about $41,250 at 4% or $27,500 at 6%.
201213$78,048$30,750$10,250iApproximate average salary by contribution assumption: employee only about $256,250 at 4% or $170,833 at 6%; with 50% employer match about $170,833 at 4% or $113,889 at 6%; with 100% employer match about $128,125 at 4% or $85,417 at 6%.
Pergolis Swartz Associates Inc. 401(K) Plan-3$78,048$30,750$10,250iApproximate average salary by contribution assumption: employee only about $256,250 at 4% or $170,833 at 6%; with 50% employer match about $170,833 at 4% or $113,889 at 6%; with 100% employer match about $128,125 at 4% or $85,417 at 6%.
201114$45,691$16,434$4,109iApproximate average salary by contribution assumption: employee only about $102,713 at 4% or $68,475 at 6%; with 50% employer match about $68,475 at 4% or $45,650 at 6%; with 100% employer match about $51,356 at 4% or $34,238 at 6%.
Pergolis Swartz Associates Inc. Profit Sharing Plan-4$45,691$16,434$4,109iApproximate average salary by contribution assumption: employee only about $102,713 at 4% or $68,475 at 6%; with 50% employer match about $68,475 at 4% or $45,650 at 6%; with 100% employer match about $51,356 at 4% or $34,238 at 6%.
201014$81,825$29,634$7,409iApproximate average salary by contribution assumption: employee only about $185,213 at 4% or $123,475 at 6%; with 50% employer match about $123,475 at 4% or $82,317 at 6%; with 100% employer match about $92,606 at 4% or $61,738 at 6%.
Pergolis Swartz Associates Inc. Profit Sharing Plan-4$81,825$29,634$7,409iApproximate average salary by contribution assumption: employee only about $185,213 at 4% or $123,475 at 6%; with 50% employer match about $123,475 at 4% or $82,317 at 6%; with 100% employer match about $92,606 at 4% or $61,738 at 6%.
200914$50,462$164,929$41,232iApproximate average salary by contribution assumption: employee only about $1,030,806 at 4% or $687,204 at 6%; with 50% employer match about $687,204 at 4% or $458,136 at 6%; with 100% employer match about $515,403 at 4% or $343,602 at 6%.
Pergolis Swartz Associates Inc. Profit Sharing Plan-4$50,462$164,929$41,232iApproximate average salary by contribution assumption: employee only about $1,030,806 at 4% or $687,204 at 6%; with 50% employer match about $687,204 at 4% or $458,136 at 6%; with 100% employer match about $515,403 at 4% or $343,602 at 6%.
200814$250,701$326,042$81,511iApproximate average salary by contribution assumption: employee only about $2,037,763 at 4% or $1,358,508 at 6%; with 50% employer match about $1,358,508 at 4% or $905,672 at 6%; with 100% employer match about $1,018,881 at 4% or $679,254 at 6%.
Pergolis Swartz Associates Inc. 401(K) Plan-4$250,701$326,042$81,511iApproximate average salary by contribution assumption: employee only about $2,037,763 at 4% or $1,358,508 at 6%; with 50% employer match about $1,358,508 at 4% or $905,672 at 6%; with 100% employer match about $1,018,881 at 4% or $679,254 at 6%.
200714$0$0-
Pergolis Swartz Associates Inc. 401(K) Plan-4---
200614$156,851$450,396$112,599iApproximate average salary by contribution assumption: employee only about $2,814,975 at 4% or $1,876,650 at 6%; with 50% employer match about $1,876,650 at 4% or $1,251,100 at 6%; with 100% employer match about $1,407,488 at 4% or $938,325 at 6%.
Pergolis Swartz Associates Inc. 401(K) Plan-4$156,851$450,396$112,599iApproximate average salary by contribution assumption: employee only about $2,814,975 at 4% or $1,876,650 at 6%; with 50% employer match about $1,876,650 at 4% or $1,251,100 at 6%; with 100% employer match about $1,407,488 at 4% or $938,325 at 6%.
200514$324,934$431,066$107,767iApproximate average salary by contribution assumption: employee only about $2,694,163 at 4% or $1,796,108 at 6%; with 50% employer match about $1,796,108 at 4% or $1,197,406 at 6%; with 100% employer match about $1,347,081 at 4% or $898,054 at 6%.
Pergolis Swartz Associates Inc. 401(K) Plan-4$324,934$431,066$107,767iApproximate average salary by contribution assumption: employee only about $2,694,163 at 4% or $1,796,108 at 6%; with 50% employer match about $1,796,108 at 4% or $1,197,406 at 6%; with 100% employer match about $1,347,081 at 4% or $898,054 at 6%.
200425$1,300,989$1,407,657$281,531iApproximate average salary by contribution assumption: employee only about $7,038,285 at 4% or $4,692,190 at 6%; with 50% employer match about $4,692,190 at 4% or $3,128,127 at 6%; with 100% employer match about $3,519,143 at 4% or $2,346,095 at 6%.
Pergolis Swartz Associates Inc. 401(K) Plan-5$1,300,939$1,288,728$257,746iApproximate average salary by contribution assumption: employee only about $6,443,640 at 4% or $4,295,760 at 6%; with 50% employer match about $4,295,760 at 4% or $2,863,840 at 6%; with 100% employer match about $3,221,820 at 4% or $2,147,880 at 6%.
Pergolis Swartz Associates Inc. Profit Sharing Plan-0$50$118,929-
200314$1,840,267$133,784$33,446iApproximate average salary by contribution assumption: employee only about $836,150 at 4% or $557,433 at 6%; with 50% employer match about $557,433 at 4% or $371,622 at 6%; with 100% employer match about $418,075 at 4% or $278,717 at 6%.
Pergolis Swartz Associates Inc. Profit Sharing Plan-4$1,840,267$133,784$33,446iApproximate average salary by contribution assumption: employee only about $836,150 at 4% or $557,433 at 6%; with 50% employer match about $557,433 at 4% or $371,622 at 6%; with 100% employer match about $418,075 at 4% or $278,717 at 6%.
200214$0$0-
Pergolis Swartz Associates Inc. Profit Sharing Plan-4---
200114$1,535,852$66,888$16,722iApproximate average salary by contribution assumption: employee only about $418,050 at 4% or $278,700 at 6%; with 50% employer match about $278,700 at 4% or $185,800 at 6%; with 100% employer match about $209,025 at 4% or $139,350 at 6%.
Pergolis Swartz Associates Inc. Profit Sharing Plan-4$1,535,852$66,888$16,722iApproximate average salary by contribution assumption: employee only about $418,050 at 4% or $278,700 at 6%; with 50% employer match about $278,700 at 4% or $185,800 at 6%; with 100% employer match about $209,025 at 4% or $139,350 at 6%.
200014$1,478,988$69,820$17,455iApproximate average salary by contribution assumption: employee only about $436,375 at 4% or $290,917 at 6%; with 50% employer match about $290,917 at 4% or $193,944 at 6%; with 100% employer match about $218,188 at 4% or $145,458 at 6%.
Pergolis Swartz Associates Inc. Profit Sharing Plan-4$1,478,988$69,820$17,455iApproximate average salary by contribution assumption: employee only about $436,375 at 4% or $290,917 at 6%; with 50% employer match about $290,917 at 4% or $193,944 at 6%; with 100% employer match about $218,188 at 4% or $145,458 at 6%.
199916$1,425,291$70,599$11,767iApproximate average salary by contribution assumption: employee only about $294,163 at 4% or $196,108 at 6%; with 50% employer match about $196,108 at 4% or $130,739 at 6%; with 100% employer match about $147,081 at 4% or $98,054 at 6%.
Pergolis Swartz Associates Inc. Profit Sharing Plan-6$1,425,291$70,599$11,767iApproximate average salary by contribution assumption: employee only about $294,163 at 4% or $196,108 at 6%; with 50% employer match about $196,108 at 4% or $130,739 at 6%; with 100% employer match about $147,081 at 4% or $98,054 at 6%.