Civic Intelligence

Robertson Schwartz Agency LLC

Plan context: Robertson Schwartz Agency LLC Profit Sharing Plan

EIN 20-1152590 • Calabasas, CA • 23 filings • 3 plans

22287 Mulholland Highway,Unit 181Calabasas, CA 91302
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,799,471

2024 Contributions

$71,286

Historical Graphs

Total Assets Over Time

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

$1,799,471$899,736$0200920172024YearValue
$1,799,471Latest year 2024

Participants Over Time

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

950200820162024YearValue
8Latest year 2024

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
202428$1,799,471$71,286$8,911iApproximate average salary by contribution assumption: employee only about $222,769 at 4% or $148,513 at 6%; with 50% employer match about $148,513 at 4% or $99,008 at 6%; with 100% employer match about $111,384 at 4% or $74,256 at 6%.
Robertson Schwartz Agency LLC Profit Sharing Plan-8$1,246,478$71,286$8,911iApproximate average salary by contribution assumption: employee only about $222,769 at 4% or $148,513 at 6%; with 50% employer match about $148,513 at 4% or $99,008 at 6%; with 100% employer match about $111,384 at 4% or $74,256 at 6%.
ROBERTSON SCHWARTZ AGENCY, LLC CASH BALANCE PENSION PLAN-5$552,993$0-
202328$1,710,233$69,664$8,708iApproximate average salary by contribution assumption: employee only about $217,700 at 4% or $145,133 at 6%; with 50% employer match about $145,133 at 4% or $96,756 at 6%; with 100% employer match about $108,850 at 4% or $72,567 at 6%.
Robertson Schwartz Agency LLC Profit Sharing Plan-8$1,264,842$69,664$8,708iApproximate average salary by contribution assumption: employee only about $217,700 at 4% or $145,133 at 6%; with 50% employer match about $145,133 at 4% or $96,756 at 6%; with 100% employer match about $108,850 at 4% or $72,567 at 6%.
ROBERTSON SCHWARTZ AGENCY, LLC CASH BALANCE PENSION PLAN-5$445,391$0-
202229$1,354,172$171,943$19,105iApproximate average salary by contribution assumption: employee only about $477,619 at 4% or $318,413 at 6%; with 50% employer match about $318,413 at 4% or $212,275 at 6%; with 100% employer match about $238,810 at 4% or $159,206 at 6%.
Robertson Schwartz Agency LLC Profit Sharing Plan-9$961,305$63,943$7,105iApproximate average salary by contribution assumption: employee only about $177,619 at 4% or $118,413 at 6%; with 50% employer match about $118,413 at 4% or $78,942 at 6%; with 100% employer match about $88,810 at 4% or $59,206 at 6%.
ROBERTSON SCHWARTZ AGENCY, LLC CASH BALANCE PENSION PLAN-5$392,867$108,000$21,600iApproximate average salary by contribution assumption: employee only about $540,000 at 4% or $360,000 at 6%; with 50% employer match about $360,000 at 4% or $240,000 at 6%; with 100% employer match about $270,000 at 4% or $180,000 at 6%.
202129$1,543,759$174,872$19,430iApproximate average salary by contribution assumption: employee only about $485,756 at 4% or $323,837 at 6%; with 50% employer match about $323,837 at 4% or $215,891 at 6%; with 100% employer match about $242,878 at 4% or $161,919 at 6%.
Robertson Schwartz Agency LLC Profit Sharing Plan-9$1,211,584$71,837$7,982iApproximate average salary by contribution assumption: employee only about $199,547 at 4% or $133,031 at 6%; with 50% employer match about $133,031 at 4% or $88,688 at 6%; with 100% employer match about $99,774 at 4% or $66,516 at 6%.
ROBERTSON SCHWARTZ AGENCY, LLC CASH BALANCE PENSION PLAN-7$332,175$103,035$14,719iApproximate average salary by contribution assumption: employee only about $367,982 at 4% or $245,321 at 6%; with 50% employer match about $245,321 at 4% or $163,548 at 6%; with 100% employer match about $183,991 at 4% or $122,661 at 6%.
202029$1,251,160$192,532$21,392iApproximate average salary by contribution assumption: employee only about $534,811 at 4% or $356,541 at 6%; with 50% employer match about $356,541 at 4% or $237,694 at 6%; with 100% employer match about $267,406 at 4% or $178,270 at 6%.
Robertson Schwartz Agency LLC Profit Sharing Plan-9$1,030,554$85,473$9,497iApproximate average salary by contribution assumption: employee only about $237,425 at 4% or $158,283 at 6%; with 50% employer match about $158,283 at 4% or $105,522 at 6%; with 100% employer match about $118,713 at 4% or $79,142 at 6%.
ROBERTSON SCHWARTZ AGENCY, LLC CASH BALANCE PENSION PLAN-8$220,606$107,059$13,382iApproximate average salary by contribution assumption: employee only about $334,559 at 4% or $223,040 at 6%; with 50% employer match about $223,040 at 4% or $148,693 at 6%; with 100% employer match about $167,280 at 4% or $111,520 at 6%.
201929$1,004,352$189,429$21,048iApproximate average salary by contribution assumption: employee only about $526,192 at 4% or $350,794 at 6%; with 50% employer match about $350,794 at 4% or $233,863 at 6%; with 100% employer match about $263,096 at 4% or $175,397 at 6%.
Robertson Schwartz Agency LLC Profit Sharing Plan-9$894,352$79,429$8,825iApproximate average salary by contribution assumption: employee only about $220,636 at 4% or $147,091 at 6%; with 50% employer match about $147,091 at 4% or $98,060 at 6%; with 100% employer match about $110,318 at 4% or $73,545 at 6%.
ROBERTSON SCHWARTZ AGENCY, LLC CASH BALANCE PENSION PLAN-7$110,000$110,000$15,714iApproximate average salary by contribution assumption: employee only about $392,857 at 4% or $261,905 at 6%; with 50% employer match about $261,905 at 4% or $174,603 at 6%; with 100% employer match about $196,429 at 4% or $130,952 at 6%.
201818$695,001$164,291$20,536iApproximate average salary by contribution assumption: employee only about $513,409 at 4% or $342,273 at 6%; with 50% employer match about $342,273 at 4% or $228,182 at 6%; with 100% employer match about $256,705 at 4% or $171,136 at 6%.
Robertson Schwartz Agency LLC Profit Sharing Plan-8$695,001$164,291$20,536iApproximate average salary by contribution assumption: employee only about $513,409 at 4% or $342,273 at 6%; with 50% employer match about $342,273 at 4% or $228,182 at 6%; with 100% employer match about $256,705 at 4% or $171,136 at 6%.
201717$641,453$160,742$22,963iApproximate average salary by contribution assumption: employee only about $574,079 at 4% or $382,719 at 6%; with 50% employer match about $382,719 at 4% or $255,146 at 6%; with 100% employer match about $287,039 at 4% or $191,360 at 6%.
Robertson Schwartz Agency LLC Profit Sharing Plan-7$641,453$160,742$22,963iApproximate average salary by contribution assumption: employee only about $574,079 at 4% or $382,719 at 6%; with 50% employer match about $382,719 at 4% or $255,146 at 6%; with 100% employer match about $287,039 at 4% or $191,360 at 6%.
201615$485,221$130,655$26,131iApproximate average salary by contribution assumption: employee only about $653,275 at 4% or $435,517 at 6%; with 50% employer match about $435,517 at 4% or $290,344 at 6%; with 100% employer match about $326,638 at 4% or $217,758 at 6%.
Robertson Schwartz Agency LLC Profit Sharing Plan-5$485,221$130,655$26,131iApproximate average salary by contribution assumption: employee only about $653,275 at 4% or $435,517 at 6%; with 50% employer match about $435,517 at 4% or $290,344 at 6%; with 100% employer match about $326,638 at 4% or $217,758 at 6%.
201514$306,453$117,520$29,380iApproximate average salary by contribution assumption: employee only about $734,500 at 4% or $489,667 at 6%; with 50% employer match about $489,667 at 4% or $326,444 at 6%; with 100% employer match about $367,250 at 4% or $244,833 at 6%.
Robertson Schwartz Agency LLC Profit Sharing Plan-4$306,453$117,520$29,380iApproximate average salary by contribution assumption: employee only about $734,500 at 4% or $489,667 at 6%; with 50% employer match about $489,667 at 4% or $326,444 at 6%; with 100% employer match about $367,250 at 4% or $244,833 at 6%.
201417$190,891$0-
Robertson Schwartz Agency LLC Profit Sharing Plan-7$190,891$0-
201312$189,342$23,000$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
Robertson Schwartz Agency LLC Profit Sharing Plan-2$189,342$23,000$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
201212$164,211$22,500$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
Robertson Schwartz Agency LLC Profit Sharing Plan-2$164,211$22,500$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
201112$142,085$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
Robertson Schwartz Agency LLC Profit Sharing Plan-2$142,085$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
201012$120,040$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Robertson Schwartz Agency LLC Profit Sharing Plan-2$120,040$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
200912$60,009$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Robertson Schwartz Agency LLC Profit Sharing Plan-2$60,009$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200812$0$0-
Robertson Schwartz Agency LLC Profit Sharing Plan-2---