Civic Intelligence

Martin J. Schwartz

Plan context: Martin J Schwartz Self Employment Retirement Plan

EIN 13-6626481 • 11 filings • 1 plans

Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$1,084,385

2021 Contributions

$13,842

Historical Graphs

Total Assets Over Time

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

$1,084,385$542,193$0200920142020YearValue
$1,084,385Latest year 2020

Participants Over Time

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

110200920142020YearValue
1Latest year 2020

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
202110$0$0-
Martin J Schwartz Self Employment Retirement Plan-0---
202011$1,084,385$0-
Martin J Schwartz Self Employment Retirement Plan-1$1,084,385--
201711$794,681$13,842$13,842iApproximate average salary by contribution assumption: employee only about $346,050 at 4% or $230,700 at 6%; with 50% employer match about $230,700 at 4% or $153,800 at 6%; with 100% employer match about $173,025 at 4% or $115,350 at 6%.
Martin J Schwartz Self Employment Retirement Plan-1$794,681$13,842$13,842iApproximate average salary by contribution assumption: employee only about $346,050 at 4% or $230,700 at 6%; with 50% employer match about $230,700 at 4% or $153,800 at 6%; with 100% employer match about $173,025 at 4% or $115,350 at 6%.
201611$687,280$10,677$10,677iApproximate average salary by contribution assumption: employee only about $266,925 at 4% or $177,950 at 6%; with 50% employer match about $177,950 at 4% or $118,633 at 6%; with 100% employer match about $133,463 at 4% or $88,975 at 6%.
Martin J Schwartz Self Employment Retirement Plan-1$687,280$10,677$10,677iApproximate average salary by contribution assumption: employee only about $266,925 at 4% or $177,950 at 6%; with 50% employer match about $177,950 at 4% or $118,633 at 6%; with 100% employer match about $133,463 at 4% or $88,975 at 6%.
201511$732,800$22,498$22,498iApproximate average salary by contribution assumption: employee only about $562,450 at 4% or $374,967 at 6%; with 50% employer match about $374,967 at 4% or $249,978 at 6%; with 100% employer match about $281,225 at 4% or $187,483 at 6%.
Martin J Schwartz Self Employment Retirement Plan-1$732,800$22,498$22,498iApproximate average salary by contribution assumption: employee only about $562,450 at 4% or $374,967 at 6%; with 50% employer match about $374,967 at 4% or $249,978 at 6%; with 100% employer match about $281,225 at 4% or $187,483 at 6%.
201411$737,499$10,318$10,318iApproximate average salary by contribution assumption: employee only about $257,950 at 4% or $171,967 at 6%; with 50% employer match about $171,967 at 4% or $114,644 at 6%; with 100% employer match about $128,975 at 4% or $85,983 at 6%.
Martin J Schwartz Self Employment Retirement Plan-1$737,499$10,318$10,318iApproximate average salary by contribution assumption: employee only about $257,950 at 4% or $171,967 at 6%; with 50% employer match about $171,967 at 4% or $114,644 at 6%; with 100% employer match about $128,975 at 4% or $85,983 at 6%.
201311$711,182$4,963$4,963iApproximate average salary by contribution assumption: employee only about $124,075 at 4% or $82,717 at 6%; with 50% employer match about $82,717 at 4% or $55,144 at 6%; with 100% employer match about $62,038 at 4% or $41,358 at 6%.
Martin J Schwartz Self Employment Retirement Plan-1$711,182$4,963$4,963iApproximate average salary by contribution assumption: employee only about $124,075 at 4% or $82,717 at 6%; with 50% employer match about $82,717 at 4% or $55,144 at 6%; with 100% employer match about $62,038 at 4% or $41,358 at 6%.
201211$582,724$23,663$23,663iApproximate average salary by contribution assumption: employee only about $591,575 at 4% or $394,383 at 6%; with 50% employer match about $394,383 at 4% or $262,922 at 6%; with 100% employer match about $295,788 at 4% or $197,192 at 6%.
Martin J Schwartz Self Employment Retirement Plan-1$582,724$23,663$23,663iApproximate average salary by contribution assumption: employee only about $591,575 at 4% or $394,383 at 6%; with 50% employer match about $394,383 at 4% or $262,922 at 6%; with 100% employer match about $295,788 at 4% or $197,192 at 6%.
201111$576,109$23,196$23,196iApproximate average salary by contribution assumption: employee only about $579,900 at 4% or $386,600 at 6%; with 50% employer match about $386,600 at 4% or $257,733 at 6%; with 100% employer match about $289,950 at 4% or $193,300 at 6%.
Martin J Schwartz Self Employment Retirement Plan-1$576,109$23,196$23,196iApproximate average salary by contribution assumption: employee only about $579,900 at 4% or $386,600 at 6%; with 50% employer match about $386,600 at 4% or $257,733 at 6%; with 100% employer match about $289,950 at 4% or $193,300 at 6%.
201011$619,112$14,646$14,646iApproximate average salary by contribution assumption: employee only about $366,150 at 4% or $244,100 at 6%; with 50% employer match about $244,100 at 4% or $162,733 at 6%; with 100% employer match about $183,075 at 4% or $122,050 at 6%.
Martin J Schwartz Self Employment Retirement Plan-1$619,112$14,646$14,646iApproximate average salary by contribution assumption: employee only about $366,150 at 4% or $244,100 at 6%; with 50% employer match about $244,100 at 4% or $162,733 at 6%; with 100% employer match about $183,075 at 4% or $122,050 at 6%.
200911$609,404$13,270$13,270iApproximate average salary by contribution assumption: employee only about $331,750 at 4% or $221,167 at 6%; with 50% employer match about $221,167 at 4% or $147,444 at 6%; with 100% employer match about $165,875 at 4% or $110,583 at 6%.
Martin J Schwartz Self Employment Retirement Plan-1$609,404$13,270$13,270iApproximate average salary by contribution assumption: employee only about $331,750 at 4% or $221,167 at 6%; with 50% employer match about $221,167 at 4% or $147,444 at 6%; with 100% employer match about $165,875 at 4% or $110,583 at 6%.