Civic Intelligence

Schwartz Ponterio & Levenson P

Plan context: Schwartz Ponterio & Levenson P 401(K) Profit Sharing Plan & Trust

EIN 20-2402280 • New York, NY • 20 filings • 5 plans

134 W 29th St Rm 1001New York, NY 10001-5304
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,668,261

2025 Contributions

$28,621

Historical Graphs

Total Assets Over Time

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

$1,668,261$834,131$0200620162025YearValue
$1,668,261Latest year 2025

Participants Over Time

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

630200620162025YearValue
5Latest year 2025

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
202515$1,668,261$28,621$5,724iApproximate average salary by contribution assumption: employee only about $143,105 at 4% or $95,403 at 6%; with 50% employer match about $95,403 at 4% or $63,602 at 6%; with 100% employer match about $71,553 at 4% or $47,702 at 6%.
Schwartz Ponterio & Levenson P 401(K) Profit Sharing Plan & Trust-5$1,668,261$28,621$5,724iApproximate average salary by contribution assumption: employee only about $143,105 at 4% or $95,403 at 6%; with 50% employer match about $95,403 at 4% or $63,602 at 6%; with 100% employer match about $71,553 at 4% or $47,702 at 6%.
202414$1,398,075$28,200$7,050iApproximate average salary by contribution assumption: employee only about $176,250 at 4% or $117,500 at 6%; with 50% employer match about $117,500 at 4% or $78,333 at 6%; with 100% employer match about $88,125 at 4% or $58,750 at 6%.
Schwartz Ponterio & Levenson P 401(K) Profit Sharing Plan & Trust-4$1,398,075$28,200$7,050iApproximate average salary by contribution assumption: employee only about $176,250 at 4% or $117,500 at 6%; with 50% employer match about $117,500 at 4% or $78,333 at 6%; with 100% employer match about $88,125 at 4% or $58,750 at 6%.
202314$1,173,551$28,200$7,050iApproximate average salary by contribution assumption: employee only about $176,250 at 4% or $117,500 at 6%; with 50% employer match about $117,500 at 4% or $78,333 at 6%; with 100% employer match about $88,125 at 4% or $58,750 at 6%.
Schwartz Ponterio & Levenson P 401(K) Profit Sharing Plan & Trust-4$1,173,551$28,200$7,050iApproximate average salary by contribution assumption: employee only about $176,250 at 4% or $117,500 at 6%; with 50% employer match about $117,500 at 4% or $78,333 at 6%; with 100% employer match about $88,125 at 4% or $58,750 at 6%.
202214$949,713$30,573$7,643iApproximate average salary by contribution assumption: employee only about $191,081 at 4% or $127,388 at 6%; with 50% employer match about $127,388 at 4% or $84,925 at 6%; with 100% employer match about $95,541 at 4% or $63,694 at 6%.
Schwartz Ponterio & Levenson P 401(K) Profit Sharing Plan & Trust-4$949,713$30,573$7,643iApproximate average salary by contribution assumption: employee only about $191,081 at 4% or $127,388 at 6%; with 50% employer match about $127,388 at 4% or $84,925 at 6%; with 100% employer match about $95,541 at 4% or $63,694 at 6%.
202115$1,291,091$34,734$6,947iApproximate average salary by contribution assumption: employee only about $173,670 at 4% or $115,780 at 6%; with 50% employer match about $115,780 at 4% or $77,187 at 6%; with 100% employer match about $86,835 at 4% or $57,890 at 6%.
Schwartz Ponterio & Levenson P 401(K) Profit Sharing Plan & Trust-5$1,291,091$34,734$6,947iApproximate average salary by contribution assumption: employee only about $173,670 at 4% or $115,780 at 6%; with 50% employer match about $115,780 at 4% or $77,187 at 6%; with 100% employer match about $86,835 at 4% or $57,890 at 6%.
202013$1,025,949$33,284$11,095iApproximate average salary by contribution assumption: employee only about $277,367 at 4% or $184,911 at 6%; with 50% employer match about $184,911 at 4% or $123,274 at 6%; with 100% employer match about $138,683 at 4% or $92,456 at 6%.
Schwartz Ponterio & Levenson P 401(K) Profit Sharing Plan & Trust-3$1,025,949$33,284$11,095iApproximate average salary by contribution assumption: employee only about $277,367 at 4% or $184,911 at 6%; with 50% employer match about $184,911 at 4% or $123,274 at 6%; with 100% employer match about $138,683 at 4% or $92,456 at 6%.
201913$850,685$41,455$13,818iApproximate average salary by contribution assumption: employee only about $345,458 at 4% or $230,306 at 6%; with 50% employer match about $230,306 at 4% or $153,537 at 6%; with 100% employer match about $172,729 at 4% or $115,153 at 6%.
Schwartz Ponterio & Levenson P 401(K) Profit Sharing Plan & Trust-3$850,685$41,455$13,818iApproximate average salary by contribution assumption: employee only about $345,458 at 4% or $230,306 at 6%; with 50% employer match about $230,306 at 4% or $153,537 at 6%; with 100% employer match about $172,729 at 4% or $115,153 at 6%.
201814$666,828$26,562$6,641iApproximate average salary by contribution assumption: employee only about $166,013 at 4% or $110,675 at 6%; with 50% employer match about $110,675 at 4% or $73,783 at 6%; with 100% employer match about $83,006 at 4% or $55,338 at 6%.
Schwartz Ponterio & Levenson P 401(K) Profit Sharing Plan & Trust-4$666,828$26,562$6,641iApproximate average salary by contribution assumption: employee only about $166,013 at 4% or $110,675 at 6%; with 50% employer match about $110,675 at 4% or $73,783 at 6%; with 100% employer match about $83,006 at 4% or $55,338 at 6%.
201714$691,511$40,751$10,188iApproximate average salary by contribution assumption: employee only about $254,694 at 4% or $169,796 at 6%; with 50% employer match about $169,796 at 4% or $113,197 at 6%; with 100% employer match about $127,347 at 4% or $84,898 at 6%.
Schwartz Ponterio & Levenson P 401(K) Profit Sharing Plan & Trust-4$691,511$40,751$10,188iApproximate average salary by contribution assumption: employee only about $254,694 at 4% or $169,796 at 6%; with 50% employer match about $169,796 at 4% or $113,197 at 6%; with 100% employer match about $127,347 at 4% or $84,898 at 6%.
201614$550,947$171,000$42,750iApproximate average salary by contribution assumption: employee only about $1,068,750 at 4% or $712,500 at 6%; with 50% employer match about $712,500 at 4% or $475,000 at 6%; with 100% employer match about $534,375 at 4% or $356,250 at 6%.
Schwartz Ponterio & Levenson P 401(K) Profit Sharing Plan & Trust-4$550,947$171,000$42,750iApproximate average salary by contribution assumption: employee only about $1,068,750 at 4% or $712,500 at 6%; with 50% employer match about $712,500 at 4% or $475,000 at 6%; with 100% employer match about $534,375 at 4% or $356,250 at 6%.
201514$350,817$20,543$5,136iApproximate average salary by contribution assumption: employee only about $128,394 at 4% or $85,596 at 6%; with 50% employer match about $85,596 at 4% or $57,064 at 6%; with 100% employer match about $64,197 at 4% or $42,798 at 6%.
Schwartz Ponterio & Levenson P 401(K) Profit Sharing Plan & Trust-4$350,817$20,543$5,136iApproximate average salary by contribution assumption: employee only about $128,394 at 4% or $85,596 at 6%; with 50% employer match about $85,596 at 4% or $57,064 at 6%; with 100% employer match about $64,197 at 4% or $42,798 at 6%.
201416$337,792$22,404$3,734iApproximate average salary by contribution assumption: employee only about $93,350 at 4% or $62,233 at 6%; with 50% employer match about $62,233 at 4% or $41,489 at 6%; with 100% employer match about $46,675 at 4% or $31,117 at 6%.
Schwartz Ponterio & Levenson P 401(K) Profit Sharing Plan & Trust-6$337,792$22,404$3,734iApproximate average salary by contribution assumption: employee only about $93,350 at 4% or $62,233 at 6%; with 50% employer match about $62,233 at 4% or $41,489 at 6%; with 100% employer match about $46,675 at 4% or $31,117 at 6%.
201315$297,789$26,862$5,372iApproximate average salary by contribution assumption: employee only about $134,310 at 4% or $89,540 at 6%; with 50% employer match about $89,540 at 4% or $59,693 at 6%; with 100% employer match about $67,155 at 4% or $44,770 at 6%.
Schwartz Ponterio & Levenson P 401(K) Profit Sharing Plan & Trust-5$297,789$26,862$5,372iApproximate average salary by contribution assumption: employee only about $134,310 at 4% or $89,540 at 6%; with 50% employer match about $89,540 at 4% or $59,693 at 6%; with 100% employer match about $67,155 at 4% or $44,770 at 6%.
201215$242,525$29,610$5,922iApproximate average salary by contribution assumption: employee only about $148,050 at 4% or $98,700 at 6%; with 50% employer match about $98,700 at 4% or $65,800 at 6%; with 100% employer match about $74,025 at 4% or $49,350 at 6%.
Schwartz Ponterio & Levenson P 401(K) Profit Sharing Plan & Trust-5$242,525$29,610$5,922iApproximate average salary by contribution assumption: employee only about $148,050 at 4% or $98,700 at 6%; with 50% employer match about $98,700 at 4% or $65,800 at 6%; with 100% employer match about $74,025 at 4% or $49,350 at 6%.
201113$195,520$22,400$7,467iApproximate average salary by contribution assumption: employee only about $186,667 at 4% or $124,444 at 6%; with 50% employer match about $124,444 at 4% or $82,963 at 6%; with 100% employer match about $93,333 at 4% or $62,222 at 6%.
Schwartz Ponterio & Levenson P 401(K) Profit Sharing Plan & Trust-3$195,520$22,400$7,467iApproximate average salary by contribution assumption: employee only about $186,667 at 4% or $124,444 at 6%; with 50% employer match about $124,444 at 4% or $82,963 at 6%; with 100% employer match about $93,333 at 4% or $62,222 at 6%.
201013$176,479$19,360$6,453iApproximate average salary by contribution assumption: employee only about $161,333 at 4% or $107,556 at 6%; with 50% employer match about $107,556 at 4% or $71,704 at 6%; with 100% employer match about $80,667 at 4% or $53,778 at 6%.
Schwartz Ponterio & Levenson P 401(K) Profit Sharing Plan & Trust-3$176,479$19,360$6,453iApproximate average salary by contribution assumption: employee only about $161,333 at 4% or $107,556 at 6%; with 50% employer match about $107,556 at 4% or $71,704 at 6%; with 100% employer match about $80,667 at 4% or $53,778 at 6%.
200914$147,010$8,149$2,037iApproximate average salary by contribution assumption: employee only about $50,931 at 4% or $33,954 at 6%; with 50% employer match about $33,954 at 4% or $22,636 at 6%; with 100% employer match about $25,466 at 4% or $16,977 at 6%.
Schwartz Ponterio & Levenson P 401(K) Profit Sharing Plan & Trust-4$147,010$8,149$2,037iApproximate average salary by contribution assumption: employee only about $50,931 at 4% or $33,954 at 6%; with 50% employer match about $33,954 at 4% or $22,636 at 6%; with 100% employer match about $25,466 at 4% or $16,977 at 6%.
200813$124,997$26,828$8,943iApproximate average salary by contribution assumption: employee only about $223,567 at 4% or $149,044 at 6%; with 50% employer match about $149,044 at 4% or $99,363 at 6%; with 100% employer match about $111,783 at 4% or $74,522 at 6%.
Schwartz Ponterio & Levenson P 401(K) Profit Sharing Plan & Trust-3$124,997$26,828$8,943iApproximate average salary by contribution assumption: employee only about $223,567 at 4% or $149,044 at 6%; with 50% employer match about $149,044 at 4% or $99,363 at 6%; with 100% employer match about $111,783 at 4% or $74,522 at 6%.
200714$116,080$94,494$23,624iApproximate average salary by contribution assumption: employee only about $590,588 at 4% or $393,725 at 6%; with 50% employer match about $393,725 at 4% or $262,483 at 6%; with 100% employer match about $295,294 at 4% or $196,863 at 6%.
Schwartz Ponterio & Levenson P 401(K) Profit Sharing Plan & Trust-4$116,080$94,494$23,624iApproximate average salary by contribution assumption: employee only about $590,588 at 4% or $393,725 at 6%; with 50% employer match about $393,725 at 4% or $262,483 at 6%; with 100% employer match about $295,294 at 4% or $196,863 at 6%.
200613$14,564$14,276$4,759iApproximate average salary by contribution assumption: employee only about $118,967 at 4% or $79,311 at 6%; with 50% employer match about $79,311 at 4% or $52,874 at 6%; with 100% employer match about $59,483 at 4% or $39,656 at 6%.
Schwartz Ponterio & Levenson P 401(K) Profit Sharing Plan & Trust-3$14,564$14,276$4,759iApproximate average salary by contribution assumption: employee only about $118,967 at 4% or $79,311 at 6%; with 50% employer match about $79,311 at 4% or $52,874 at 6%; with 100% employer match about $59,483 at 4% or $39,656 at 6%.