Civic Intelligence

Stephen E. Schwartz, D.D.S.

Plan context: Stephen E. Schwartz - Profit Sharing Plan

EIN 16-0917114 • Elbridge, NY • 15 filings • 2 plans

J-e Professional Building5566 Jordan RoadElbridge, NY 13060
Current Snapshot

Latest Year

2013

2013 Participants

4

2013 Assets

$425,753

2013 Contributions

$5,793

Historical Graphs

Total Assets Over Time

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

$625,803$312,902$0199920062012YearValue
$425,753Latest year 2012

Participants Over Time

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

420199920062012YearValue
4Latest year 2012

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
201310$0$0-
Stephen E. Schwartz - Profit Sharing Plan-0$0$0-
201214$425,753$0-
Stephen E. Schwartz - Profit Sharing Plan-4$425,753$0-
201114$405,481$5,793$1,448iApproximate average salary by contribution assumption: employee only about $36,206 at 4% or $24,138 at 6%; with 50% employer match about $24,138 at 4% or $16,092 at 6%; with 100% employer match about $18,103 at 4% or $12,069 at 6%.
Stephen E. Schwartz - Profit Sharing Plan-4$405,481$5,793$1,448iApproximate average salary by contribution assumption: employee only about $36,206 at 4% or $24,138 at 6%; with 50% employer match about $24,138 at 4% or $16,092 at 6%; with 100% employer match about $18,103 at 4% or $12,069 at 6%.
201014$434,085$6,040$1,510iApproximate average salary by contribution assumption: employee only about $37,750 at 4% or $25,167 at 6%; with 50% employer match about $25,167 at 4% or $16,778 at 6%; with 100% employer match about $18,875 at 4% or $12,583 at 6%.
Stephen E. Schwartz - Profit Sharing Plan-4$434,085$6,040$1,510iApproximate average salary by contribution assumption: employee only about $37,750 at 4% or $25,167 at 6%; with 50% employer match about $25,167 at 4% or $16,778 at 6%; with 100% employer match about $18,875 at 4% or $12,583 at 6%.
200914$408,689$5,889$1,472iApproximate average salary by contribution assumption: employee only about $36,806 at 4% or $24,538 at 6%; with 50% employer match about $24,538 at 4% or $16,358 at 6%; with 100% employer match about $18,403 at 4% or $12,269 at 6%.
Stephen E. Schwartz - Profit Sharing Plan-4$408,689$5,889$1,472iApproximate average salary by contribution assumption: employee only about $36,806 at 4% or $24,538 at 6%; with 50% employer match about $24,538 at 4% or $16,358 at 6%; with 100% employer match about $18,403 at 4% or $12,269 at 6%.
200813$361,657$5,876$1,959iApproximate average salary by contribution assumption: employee only about $48,967 at 4% or $32,644 at 6%; with 50% employer match about $32,644 at 4% or $21,763 at 6%; with 100% employer match about $24,483 at 4% or $16,322 at 6%.
Stephen E. Schwartz - Profit Sharing Plan-3$361,657$5,876$1,959iApproximate average salary by contribution assumption: employee only about $48,967 at 4% or $32,644 at 6%; with 50% employer match about $32,644 at 4% or $21,763 at 6%; with 100% employer match about $24,483 at 4% or $16,322 at 6%.
200713$0$0-
Stephen E. Schwartz - Profit Sharing Plan-3---
200613$470,971$5,568$1,856iApproximate average salary by contribution assumption: employee only about $46,400 at 4% or $30,933 at 6%; with 50% employer match about $30,933 at 4% or $20,622 at 6%; with 100% employer match about $23,200 at 4% or $15,467 at 6%.
Stephen E. Schwartz - Profit Sharing Plan-3$470,971$5,568$1,856iApproximate average salary by contribution assumption: employee only about $46,400 at 4% or $30,933 at 6%; with 50% employer match about $30,933 at 4% or $20,622 at 6%; with 100% employer match about $23,200 at 4% or $15,467 at 6%.
200513$432,315$5,517$1,839iApproximate average salary by contribution assumption: employee only about $45,975 at 4% or $30,650 at 6%; with 50% employer match about $30,650 at 4% or $20,433 at 6%; with 100% employer match about $22,988 at 4% or $15,325 at 6%.
Stephen E. Schwartz - Profit Sharing Plan-3$432,315$5,517$1,839iApproximate average salary by contribution assumption: employee only about $45,975 at 4% or $30,650 at 6%; with 50% employer match about $30,650 at 4% or $20,433 at 6%; with 100% employer match about $22,988 at 4% or $15,325 at 6%.
200413$435,604$5,862$1,954iApproximate average salary by contribution assumption: employee only about $48,850 at 4% or $32,567 at 6%; with 50% employer match about $32,567 at 4% or $21,711 at 6%; with 100% employer match about $24,425 at 4% or $16,283 at 6%.
Stephen E. Schwartz - Profit Sharing Plan-3$435,604$5,862$1,954iApproximate average salary by contribution assumption: employee only about $48,850 at 4% or $32,567 at 6%; with 50% employer match about $32,567 at 4% or $21,711 at 6%; with 100% employer match about $24,425 at 4% or $16,283 at 6%.
200312$419,342$5,488$2,744iApproximate average salary by contribution assumption: employee only about $68,600 at 4% or $45,733 at 6%; with 50% employer match about $45,733 at 4% or $30,489 at 6%; with 100% employer match about $34,300 at 4% or $22,867 at 6%.
Stephen E. Schwartz - Profit Sharing Plan-2$419,342$5,488$2,744iApproximate average salary by contribution assumption: employee only about $68,600 at 4% or $45,733 at 6%; with 50% employer match about $45,733 at 4% or $30,489 at 6%; with 100% employer match about $34,300 at 4% or $22,867 at 6%.
200212$0$0-
Stephen E. Schwartz - Profit Sharing Plan-2---
200113$0$0-
Stephen E. Schwartz - Profit Sharing Plan-3---
200013$492,530$5,651$1,884iApproximate average salary by contribution assumption: employee only about $47,092 at 4% or $31,394 at 6%; with 50% employer match about $31,394 at 4% or $20,930 at 6%; with 100% employer match about $23,546 at 4% or $15,697 at 6%.
Stephen E. Schwartz - Profit Sharing Plan-3$492,530$5,651$1,884iApproximate average salary by contribution assumption: employee only about $47,092 at 4% or $31,394 at 6%; with 50% employer match about $31,394 at 4% or $20,930 at 6%; with 100% employer match about $23,546 at 4% or $15,697 at 6%.
199913$625,803$5,831$1,944iApproximate average salary by contribution assumption: employee only about $48,592 at 4% or $32,394 at 6%; with 50% employer match about $32,394 at 4% or $21,596 at 6%; with 100% employer match about $24,296 at 4% or $16,197 at 6%.
Stephen E. Schwartz - Profit Sharing Plan-3$625,803$5,831$1,944iApproximate average salary by contribution assumption: employee only about $48,592 at 4% or $32,394 at 6%; with 50% employer match about $32,394 at 4% or $21,596 at 6%; with 100% employer match about $24,296 at 4% or $16,197 at 6%.