Civic Intelligence

Schwerzmann & Wise PC

Plan context: Schwerzmann & Wise PC 401K Profit Sharing Plan

EIN 16-1261223 • Watertown, NY • 24 filings • 5 plans

220 Sterling StreetPO Box 704Watertown, NY 13601
Current Snapshot

Latest Year

2023

2023 Participants

13

2023 Assets

$2,760,539

2023 Contributions

$53,486

Historical Graphs

Total Assets Over Time

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

$4,703,229$2,351,615$0200020112022YearValue
$2,760,539Latest year 2022

Participants Over Time

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

1890200020112022YearValue
13Latest year 2022

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
202310$0$53,486-
Schwerzmann & Wise PC 401K Profit Sharing Plan-0$0$53,486-
2022113$2,760,539$129,825$9,987iApproximate average salary by contribution assumption: employee only about $249,663 at 4% or $166,442 at 6%; with 50% employer match about $166,442 at 4% or $110,962 at 6%; with 100% employer match about $124,832 at 4% or $83,221 at 6%.
Schwerzmann & Wise PC 401K Profit Sharing Plan-13$2,760,539$129,825$9,987iApproximate average salary by contribution assumption: employee only about $249,663 at 4% or $166,442 at 6%; with 50% employer match about $166,442 at 4% or $110,962 at 6%; with 100% employer match about $124,832 at 4% or $83,221 at 6%.
2021112$3,065,795$101,010$8,418iApproximate average salary by contribution assumption: employee only about $210,438 at 4% or $140,292 at 6%; with 50% employer match about $140,292 at 4% or $93,528 at 6%; with 100% employer match about $105,219 at 4% or $70,146 at 6%.
Schwerzmann & Wise PC 401K Profit Sharing Plan-12$3,065,795$101,010$8,418iApproximate average salary by contribution assumption: employee only about $210,438 at 4% or $140,292 at 6%; with 50% employer match about $140,292 at 4% or $93,528 at 6%; with 100% employer match about $105,219 at 4% or $70,146 at 6%.
2020112$2,570,979$16,595$1,383iApproximate average salary by contribution assumption: employee only about $34,573 at 4% or $23,049 at 6%; with 50% employer match about $23,049 at 4% or $15,366 at 6%; with 100% employer match about $17,286 at 4% or $11,524 at 6%.
Schwerzmann & Wise PC 401K Profit Sharing Plan-12$2,570,979$16,595$1,383iApproximate average salary by contribution assumption: employee only about $34,573 at 4% or $23,049 at 6%; with 50% employer match about $23,049 at 4% or $15,366 at 6%; with 100% employer match about $17,286 at 4% or $11,524 at 6%.
2019112$2,829,561$45,006$3,751iApproximate average salary by contribution assumption: employee only about $93,763 at 4% or $62,508 at 6%; with 50% employer match about $62,508 at 4% or $41,672 at 6%; with 100% employer match about $46,881 at 4% or $31,254 at 6%.
Schwerzmann & Wise PC 401K Profit Sharing Plan-12$2,829,561$45,006$3,751iApproximate average salary by contribution assumption: employee only about $93,763 at 4% or $62,508 at 6%; with 50% employer match about $62,508 at 4% or $41,672 at 6%; with 100% employer match about $46,881 at 4% or $31,254 at 6%.
2018111$2,429,444$55,534$5,049iApproximate average salary by contribution assumption: employee only about $126,214 at 4% or $84,142 at 6%; with 50% employer match about $84,142 at 4% or $56,095 at 6%; with 100% employer match about $63,107 at 4% or $42,071 at 6%.
Schwerzmann & Wise PC 401K Profit Sharing Plan-11$2,429,444$55,534$5,049iApproximate average salary by contribution assumption: employee only about $126,214 at 4% or $84,142 at 6%; with 50% employer match about $84,142 at 4% or $56,095 at 6%; with 100% employer match about $63,107 at 4% or $42,071 at 6%.
2017112$2,569,297$42,337$3,528iApproximate average salary by contribution assumption: employee only about $88,202 at 4% or $58,801 at 6%; with 50% employer match about $58,801 at 4% or $39,201 at 6%; with 100% employer match about $44,101 at 4% or $29,401 at 6%.
Schwerzmann & Wise PC 401K Profit Sharing Plan-12$2,569,297$42,337$3,528iApproximate average salary by contribution assumption: employee only about $88,202 at 4% or $58,801 at 6%; with 50% employer match about $58,801 at 4% or $39,201 at 6%; with 100% employer match about $44,101 at 4% or $29,401 at 6%.
2016114$2,274,921$79,536$5,681iApproximate average salary by contribution assumption: employee only about $142,029 at 4% or $94,686 at 6%; with 50% employer match about $94,686 at 4% or $63,124 at 6%; with 100% employer match about $71,014 at 4% or $47,343 at 6%.
Schwerzmann & Wise PC 401K Profit Sharing Plan-14$2,274,921$79,536$5,681iApproximate average salary by contribution assumption: employee only about $142,029 at 4% or $94,686 at 6%; with 50% employer match about $94,686 at 4% or $63,124 at 6%; with 100% employer match about $71,014 at 4% or $47,343 at 6%.
2015117$4,603,750$94,961$5,586iApproximate average salary by contribution assumption: employee only about $139,649 at 4% or $93,099 at 6%; with 50% employer match about $93,099 at 4% or $62,066 at 6%; with 100% employer match about $69,824 at 4% or $46,550 at 6%.
Schwerzmann & Wise PC 401K Profit Sharing Plan-17$4,603,750$94,961$5,586iApproximate average salary by contribution assumption: employee only about $139,649 at 4% or $93,099 at 6%; with 50% employer match about $93,099 at 4% or $62,066 at 6%; with 100% employer match about $69,824 at 4% or $46,550 at 6%.
2014117$4,703,229$126,116$7,419iApproximate average salary by contribution assumption: employee only about $185,465 at 4% or $123,643 at 6%; with 50% employer match about $123,643 at 4% or $82,429 at 6%; with 100% employer match about $92,732 at 4% or $61,822 at 6%.
Schwerzmann & Wise PC 401K Profit Sharing Plan-17$4,703,229$126,116$7,419iApproximate average salary by contribution assumption: employee only about $185,465 at 4% or $123,643 at 6%; with 50% employer match about $123,643 at 4% or $82,429 at 6%; with 100% employer match about $92,732 at 4% or $61,822 at 6%.
2013116$4,372,823$105,287$6,580iApproximate average salary by contribution assumption: employee only about $164,511 at 4% or $109,674 at 6%; with 50% employer match about $109,674 at 4% or $73,116 at 6%; with 100% employer match about $82,255 at 4% or $54,837 at 6%.
Schwerzmann & Wise PC 401K Profit Sharing Plan-16$4,372,823$105,287$6,580iApproximate average salary by contribution assumption: employee only about $164,511 at 4% or $109,674 at 6%; with 50% employer match about $109,674 at 4% or $73,116 at 6%; with 100% employer match about $82,255 at 4% or $54,837 at 6%.
2012117$3,544,675$78,179$4,599iApproximate average salary by contribution assumption: employee only about $114,969 at 4% or $76,646 at 6%; with 50% employer match about $76,646 at 4% or $51,097 at 6%; with 100% employer match about $57,485 at 4% or $38,323 at 6%.
Schwerzmann & Wise PC 401K Profit Sharing Plan-17$3,544,675$78,179$4,599iApproximate average salary by contribution assumption: employee only about $114,969 at 4% or $76,646 at 6%; with 50% employer match about $76,646 at 4% or $51,097 at 6%; with 100% employer match about $57,485 at 4% or $38,323 at 6%.
2011118$3,044,687$96,304$5,350iApproximate average salary by contribution assumption: employee only about $133,756 at 4% or $89,170 at 6%; with 50% employer match about $89,170 at 4% or $59,447 at 6%; with 100% employer match about $66,878 at 4% or $44,585 at 6%.
Schwerzmann & Wise PC 401K Profit Sharing Plan-18$3,044,687$96,304$5,350iApproximate average salary by contribution assumption: employee only about $133,756 at 4% or $89,170 at 6%; with 50% employer match about $89,170 at 4% or $59,447 at 6%; with 100% employer match about $66,878 at 4% or $44,585 at 6%.
2010117$3,096,886$92,749$5,456iApproximate average salary by contribution assumption: employee only about $136,396 at 4% or $90,930 at 6%; with 50% employer match about $90,930 at 4% or $60,620 at 6%; with 100% employer match about $68,198 at 4% or $45,465 at 6%.
Schwerzmann & Wise PC 401K Profit Sharing Plan-17$3,096,886$92,749$5,456iApproximate average salary by contribution assumption: employee only about $136,396 at 4% or $90,930 at 6%; with 50% employer match about $90,930 at 4% or $60,620 at 6%; with 100% employer match about $68,198 at 4% or $45,465 at 6%.
2009117$2,646,193$74,907$4,406iApproximate average salary by contribution assumption: employee only about $110,157 at 4% or $73,438 at 6%; with 50% employer match about $73,438 at 4% or $48,959 at 6%; with 100% employer match about $55,079 at 4% or $36,719 at 6%.
Schwerzmann & Wise PC 401K Profit Sharing Plan-17$2,646,193$74,907$4,406iApproximate average salary by contribution assumption: employee only about $110,157 at 4% or $73,438 at 6%; with 50% employer match about $73,438 at 4% or $48,959 at 6%; with 100% employer match about $55,079 at 4% or $36,719 at 6%.
2008115$2,047,421$158,559$10,571iApproximate average salary by contribution assumption: employee only about $264,265 at 4% or $176,177 at 6%; with 50% employer match about $176,177 at 4% or $117,451 at 6%; with 100% employer match about $132,133 at 4% or $88,088 at 6%.
Schwerzmann & Wise PC 401K Profit Sharing Plan-15$2,047,421$158,559$10,571iApproximate average salary by contribution assumption: employee only about $264,265 at 4% or $176,177 at 6%; with 50% employer match about $176,177 at 4% or $117,451 at 6%; with 100% employer match about $132,133 at 4% or $88,088 at 6%.
2007115$2,828,853$211,630$14,109iApproximate average salary by contribution assumption: employee only about $352,717 at 4% or $235,144 at 6%; with 50% employer match about $235,144 at 4% or $156,763 at 6%; with 100% employer match about $176,358 at 4% or $117,572 at 6%.
Schwerzmann & Wise PC 401K Profit Sharing Plan-15$2,828,853$211,630$14,109iApproximate average salary by contribution assumption: employee only about $352,717 at 4% or $235,144 at 6%; with 50% employer match about $235,144 at 4% or $156,763 at 6%; with 100% employer match about $176,358 at 4% or $117,572 at 6%.
2006115$2,447,370$152,031$10,135iApproximate average salary by contribution assumption: employee only about $253,385 at 4% or $168,923 at 6%; with 50% employer match about $168,923 at 4% or $112,616 at 6%; with 100% employer match about $126,693 at 4% or $84,462 at 6%.
Schwerzmann & Wise PC 401K Profit Sharing Plan-15$2,447,370$152,031$10,135iApproximate average salary by contribution assumption: employee only about $253,385 at 4% or $168,923 at 6%; with 50% employer match about $168,923 at 4% or $112,616 at 6%; with 100% employer match about $126,693 at 4% or $84,462 at 6%.
2005116$2,183,509$141,979$8,874iApproximate average salary by contribution assumption: employee only about $221,842 at 4% or $147,895 at 6%; with 50% employer match about $147,895 at 4% or $98,597 at 6%; with 100% employer match about $110,921 at 4% or $73,947 at 6%.
Schwerzmann & Wise PC 401K Profit Sharing Plan-16$2,183,509$141,979$8,874iApproximate average salary by contribution assumption: employee only about $221,842 at 4% or $147,895 at 6%; with 50% employer match about $147,895 at 4% or $98,597 at 6%; with 100% employer match about $110,921 at 4% or $73,947 at 6%.
2004117$1,926,781$166,697$9,806iApproximate average salary by contribution assumption: employee only about $245,143 at 4% or $163,428 at 6%; with 50% employer match about $163,428 at 4% or $108,952 at 6%; with 100% employer match about $122,571 at 4% or $81,714 at 6%.
Schwerzmann & Wise PC 401K Profit Sharing Plan-17$1,926,781$166,697$9,806iApproximate average salary by contribution assumption: employee only about $245,143 at 4% or $163,428 at 6%; with 50% employer match about $163,428 at 4% or $108,952 at 6%; with 100% employer match about $122,571 at 4% or $81,714 at 6%.
2003116$1,644,911$156,380$9,774iApproximate average salary by contribution assumption: employee only about $244,344 at 4% or $162,896 at 6%; with 50% employer match about $162,896 at 4% or $108,597 at 6%; with 100% employer match about $122,172 at 4% or $81,448 at 6%.
Schwerzmann & Wise PC 401K Profit Sharing Plan-16$1,644,911$156,380$9,774iApproximate average salary by contribution assumption: employee only about $244,344 at 4% or $162,896 at 6%; with 50% employer match about $162,896 at 4% or $108,597 at 6%; with 100% employer match about $122,172 at 4% or $81,448 at 6%.
2002117$1,174,923$161,040$9,473iApproximate average salary by contribution assumption: employee only about $236,824 at 4% or $157,882 at 6%; with 50% employer match about $157,882 at 4% or $105,255 at 6%; with 100% employer match about $118,412 at 4% or $78,941 at 6%.
Schwerzmann & Wise PC 401K Profit Sharing Plan-17$1,174,923$161,040$9,473iApproximate average salary by contribution assumption: employee only about $236,824 at 4% or $157,882 at 6%; with 50% employer match about $157,882 at 4% or $105,255 at 6%; with 100% employer match about $118,412 at 4% or $78,941 at 6%.
2001114$1,257,912$132,444$9,460iApproximate average salary by contribution assumption: employee only about $236,507 at 4% or $157,671 at 6%; with 50% employer match about $157,671 at 4% or $105,114 at 6%; with 100% employer match about $118,254 at 4% or $78,836 at 6%.
Schwerzmann & Wise PC 401K Profit Sharing Plan-14$1,257,912$132,444$9,460iApproximate average salary by contribution assumption: employee only about $236,507 at 4% or $157,671 at 6%; with 50% employer match about $157,671 at 4% or $105,114 at 6%; with 100% employer match about $118,254 at 4% or $78,836 at 6%.
2000114$1,330,676$123,206$8,800iApproximate average salary by contribution assumption: employee only about $220,011 at 4% or $146,674 at 6%; with 50% employer match about $146,674 at 4% or $97,783 at 6%; with 100% employer match about $110,005 at 4% or $73,337 at 6%.
Schwerzmann & Wise PC 401K Profit Sharing Plan-14$1,330,676$123,206$8,800iApproximate average salary by contribution assumption: employee only about $220,011 at 4% or $146,674 at 6%; with 50% employer match about $146,674 at 4% or $97,783 at 6%; with 100% employer match about $110,005 at 4% or $73,337 at 6%.