Civic Intelligence

Peter Schwartz MD PLLC

Plan context: Peter Schwartz MD PLLC 401 K Profit Sharing Plan Trust

EIN 20-3811487 • Ithaca, NY • 8 filings • 2 plans

2333 N Triphammer Rd Ste 403Ithaca, NY 14850-1075
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$74,822

2024 Contributions

$9,102

Historical Graphs

Total Assets Over Time

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

$176,445$88,223$0201620212024YearValue
$74,822Latest year 2024

Participants Over Time

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

950201620212024YearValue
4Latest 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
202414$74,822$9,102$2,276iApproximate average salary by contribution assumption: employee only about $56,888 at 4% or $37,925 at 6%; with 50% employer match about $37,925 at 4% or $25,283 at 6%; with 100% employer match about $28,444 at 4% or $18,963 at 6%.
Peter Schwartz MD PLLC 401 K Profit Sharing Plan Trust-4$74,822$9,102$2,276iApproximate average salary by contribution assumption: employee only about $56,888 at 4% or $37,925 at 6%; with 50% employer match about $37,925 at 4% or $25,283 at 6%; with 100% employer match about $28,444 at 4% or $18,963 at 6%.
202316$61,850$9,368$1,561iApproximate average salary by contribution assumption: employee only about $39,033 at 4% or $26,022 at 6%; with 50% employer match about $26,022 at 4% or $17,348 at 6%; with 100% employer match about $19,517 at 4% or $13,011 at 6%.
Peter Schwartz MD PLLC 401 K Profit Sharing Plan Trust-6$61,850$9,368$1,561iApproximate average salary by contribution assumption: employee only about $39,033 at 4% or $26,022 at 6%; with 50% employer match about $26,022 at 4% or $17,348 at 6%; with 100% employer match about $19,517 at 4% or $13,011 at 6%.
202218$51,511$11,151$1,394iApproximate average salary by contribution assumption: employee only about $34,847 at 4% or $23,231 at 6%; with 50% employer match about $23,231 at 4% or $15,488 at 6%; with 100% employer match about $17,423 at 4% or $11,616 at 6%.
Peter Schwartz MD PLLC 401 K Profit Sharing Plan Trust-8$51,511$11,151$1,394iApproximate average salary by contribution assumption: employee only about $34,847 at 4% or $23,231 at 6%; with 50% employer match about $23,231 at 4% or $15,488 at 6%; with 100% employer match about $17,423 at 4% or $11,616 at 6%.
202119$176,445$10,723$1,191iApproximate average salary by contribution assumption: employee only about $29,786 at 4% or $19,857 at 6%; with 50% employer match about $19,857 at 4% or $13,238 at 6%; with 100% employer match about $14,893 at 4% or $9,929 at 6%.
Peter Schwartz MD PLLC 401 K Profit Sharing Plan Trust-9$176,445$10,723$1,191iApproximate average salary by contribution assumption: employee only about $29,786 at 4% or $19,857 at 6%; with 50% employer match about $19,857 at 4% or $13,238 at 6%; with 100% employer match about $14,893 at 4% or $9,929 at 6%.
201919$92,551$14,043$1,560iApproximate average salary by contribution assumption: employee only about $39,008 at 4% or $26,006 at 6%; with 50% employer match about $26,006 at 4% or $17,337 at 6%; with 100% employer match about $19,504 at 4% or $13,003 at 6%.
Peter Schwartz MD PLLC 401 K Profit Sharing Plan Trust-9$92,551$14,043$1,560iApproximate average salary by contribution assumption: employee only about $39,008 at 4% or $26,006 at 6%; with 50% employer match about $26,006 at 4% or $17,337 at 6%; with 100% employer match about $19,504 at 4% or $13,003 at 6%.
201819$72,691$23,419$2,602iApproximate average salary by contribution assumption: employee only about $65,053 at 4% or $43,369 at 6%; with 50% employer match about $43,369 at 4% or $28,912 at 6%; with 100% employer match about $32,526 at 4% or $21,684 at 6%.
Peter Schwartz MD PLLC 401 K Profit Sharing Plan Trust-9$72,691$23,419$2,602iApproximate average salary by contribution assumption: employee only about $65,053 at 4% or $43,369 at 6%; with 50% employer match about $43,369 at 4% or $28,912 at 6%; with 100% employer match about $32,526 at 4% or $21,684 at 6%.
201718$57,262$53,104$6,638iApproximate average salary by contribution assumption: employee only about $165,950 at 4% or $110,633 at 6%; with 50% employer match about $110,633 at 4% or $73,756 at 6%; with 100% employer match about $82,975 at 4% or $55,317 at 6%.
Peter Schwartz MD PLLC 401 K Profit Sharing Plan Trust-8$57,262$53,104$6,638iApproximate average salary by contribution assumption: employee only about $165,950 at 4% or $110,633 at 6%; with 50% employer match about $110,633 at 4% or $73,756 at 6%; with 100% employer match about $82,975 at 4% or $55,317 at 6%.
201617$3,161$3,131$447iApproximate average salary by contribution assumption: employee only about $11,182 at 4% or $7,455 at 6%; with 50% employer match about $7,455 at 4% or $4,970 at 6%; with 100% employer match about $5,591 at 4% or $3,727 at 6%.
Peter Schwartz MD PLLC 401 K Profit Sharing Plan Trust-7$3,161$3,131$447iApproximate average salary by contribution assumption: employee only about $11,182 at 4% or $7,455 at 6%; with 50% employer match about $7,455 at 4% or $4,970 at 6%; with 100% employer match about $5,591 at 4% or $3,727 at 6%.