Civic Intelligence

Michael L. Schwartz, P.A.

Plan context: Michael L. Schwartz, P.A. 401K Profit Sharing Plan and Trust

EIN 20-4725519 • Catonsville, MD • 18 filings • 2 plans

1009 Frederick RoadCatonsville, MD 21228
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,173,823

2024 Contributions

$76,807

Historical Graphs

Total Assets Over Time

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

$2,173,823$1,086,912$0200720162024YearValue
$2,173,823Latest year 2024

Participants Over Time

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

840200720162024YearValue
7Latest 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
202417$2,173,823$76,807$10,972iApproximate average salary by contribution assumption: employee only about $274,311 at 4% or $182,874 at 6%; with 50% employer match about $182,874 at 4% or $121,916 at 6%; with 100% employer match about $137,155 at 4% or $91,437 at 6%.
Michael L. Schwartz, P.A. 401K Profit Sharing Plan and Trust-7$2,173,823$76,807$10,972iApproximate average salary by contribution assumption: employee only about $274,311 at 4% or $182,874 at 6%; with 50% employer match about $182,874 at 4% or $121,916 at 6%; with 100% employer match about $137,155 at 4% or $91,437 at 6%.
202317$1,834,251$75,702$10,815iApproximate average salary by contribution assumption: employee only about $270,364 at 4% or $180,243 at 6%; with 50% employer match about $180,243 at 4% or $120,162 at 6%; with 100% employer match about $135,182 at 4% or $90,121 at 6%.
Michael L. Schwartz, P.A. 401K Profit Sharing Plan and Trust-7$1,834,251$75,702$10,815iApproximate average salary by contribution assumption: employee only about $270,364 at 4% or $180,243 at 6%; with 50% employer match about $180,243 at 4% or $120,162 at 6%; with 100% employer match about $135,182 at 4% or $90,121 at 6%.
202217$1,567,448$64,450$9,207iApproximate average salary by contribution assumption: employee only about $230,179 at 4% or $153,452 at 6%; with 50% employer match about $153,452 at 4% or $102,302 at 6%; with 100% employer match about $115,089 at 4% or $76,726 at 6%.
Michael L. Schwartz, P.A. 401K Profit Sharing Plan and Trust-7$1,567,448$64,450$9,207iApproximate average salary by contribution assumption: employee only about $230,179 at 4% or $153,452 at 6%; with 50% employer match about $153,452 at 4% or $102,302 at 6%; with 100% employer match about $115,089 at 4% or $76,726 at 6%.
202117$1,766,854$63,305$9,044iApproximate average salary by contribution assumption: employee only about $226,089 at 4% or $150,726 at 6%; with 50% employer match about $150,726 at 4% or $100,484 at 6%; with 100% employer match about $113,045 at 4% or $75,363 at 6%.
Michael L. Schwartz, P.A. 401K Profit Sharing Plan and Trust-7$1,766,854$63,305$9,044iApproximate average salary by contribution assumption: employee only about $226,089 at 4% or $150,726 at 6%; with 50% employer match about $150,726 at 4% or $100,484 at 6%; with 100% employer match about $113,045 at 4% or $75,363 at 6%.
202017$1,483,220$39,136$5,591iApproximate average salary by contribution assumption: employee only about $139,771 at 4% or $93,181 at 6%; with 50% employer match about $93,181 at 4% or $62,121 at 6%; with 100% employer match about $69,886 at 4% or $46,590 at 6%.
Michael L. Schwartz, P.A. 401K Profit Sharing Plan and Trust-7$1,483,220$39,136$5,591iApproximate average salary by contribution assumption: employee only about $139,771 at 4% or $93,181 at 6%; with 50% employer match about $93,181 at 4% or $62,121 at 6%; with 100% employer match about $69,886 at 4% or $46,590 at 6%.
201918$1,351,174$62,313$7,789iApproximate average salary by contribution assumption: employee only about $194,728 at 4% or $129,819 at 6%; with 50% employer match about $129,819 at 4% or $86,546 at 6%; with 100% employer match about $97,364 at 4% or $64,909 at 6%.
Michael L. Schwartz, P.A. 401K Profit Sharing Plan and Trust-8$1,351,174$62,313$7,789iApproximate average salary by contribution assumption: employee only about $194,728 at 4% or $129,819 at 6%; with 50% employer match about $129,819 at 4% or $86,546 at 6%; with 100% employer match about $97,364 at 4% or $64,909 at 6%.
201818$1,138,031$54,961$6,870iApproximate average salary by contribution assumption: employee only about $171,753 at 4% or $114,502 at 6%; with 50% employer match about $114,502 at 4% or $76,335 at 6%; with 100% employer match about $85,877 at 4% or $57,251 at 6%.
Michael L. Schwartz, P.A. 401K Profit Sharing Plan and Trust-8$1,138,031$54,961$6,870iApproximate average salary by contribution assumption: employee only about $171,753 at 4% or $114,502 at 6%; with 50% employer match about $114,502 at 4% or $76,335 at 6%; with 100% employer match about $85,877 at 4% or $57,251 at 6%.
201717$1,182,201$48,087$6,870iApproximate average salary by contribution assumption: employee only about $171,739 at 4% or $114,493 at 6%; with 50% employer match about $114,493 at 4% or $76,329 at 6%; with 100% employer match about $85,870 at 4% or $57,246 at 6%.
Michael L. Schwartz, P.A. 401K Profit Sharing Plan and Trust-7$1,182,201$48,087$6,870iApproximate average salary by contribution assumption: employee only about $171,739 at 4% or $114,493 at 6%; with 50% employer match about $114,493 at 4% or $76,329 at 6%; with 100% employer match about $85,870 at 4% or $57,246 at 6%.
201617$1,015,121$51,561$7,366iApproximate average salary by contribution assumption: employee only about $184,146 at 4% or $122,764 at 6%; with 50% employer match about $122,764 at 4% or $81,843 at 6%; with 100% employer match about $92,073 at 4% or $61,382 at 6%.
Michael L. Schwartz, P.A. 401K Profit Sharing Plan and Trust-7$1,015,121$51,561$7,366iApproximate average salary by contribution assumption: employee only about $184,146 at 4% or $122,764 at 6%; with 50% employer match about $122,764 at 4% or $81,843 at 6%; with 100% employer match about $92,073 at 4% or $61,382 at 6%.
201516$876,980$44,770$7,462iApproximate average salary by contribution assumption: employee only about $186,542 at 4% or $124,361 at 6%; with 50% employer match about $124,361 at 4% or $82,907 at 6%; with 100% employer match about $93,271 at 4% or $62,181 at 6%.
Michael L. Schwartz, P.A. 401K Profit Sharing Plan and Trust-6$876,980$44,770$7,462iApproximate average salary by contribution assumption: employee only about $186,542 at 4% or $124,361 at 6%; with 50% employer match about $124,361 at 4% or $82,907 at 6%; with 100% employer match about $93,271 at 4% or $62,181 at 6%.
201416$865,089$45,125$7,521iApproximate average salary by contribution assumption: employee only about $188,021 at 4% or $125,347 at 6%; with 50% employer match about $125,347 at 4% or $83,565 at 6%; with 100% employer match about $94,010 at 4% or $62,674 at 6%.
Michael L. Schwartz, P.A. 401K Profit Sharing Plan and Trust-6$865,089$45,125$7,521iApproximate average salary by contribution assumption: employee only about $188,021 at 4% or $125,347 at 6%; with 50% employer match about $125,347 at 4% or $83,565 at 6%; with 100% employer match about $94,010 at 4% or $62,674 at 6%.
201315$772,609$43,500$8,700iApproximate average salary by contribution assumption: employee only about $217,500 at 4% or $145,000 at 6%; with 50% employer match about $145,000 at 4% or $96,667 at 6%; with 100% employer match about $108,750 at 4% or $72,500 at 6%.
Michael L. Schwartz, P.A. 401K Profit Sharing Plan and Trust-5$772,609$43,500$8,700iApproximate average salary by contribution assumption: employee only about $217,500 at 4% or $145,000 at 6%; with 50% employer match about $145,000 at 4% or $96,667 at 6%; with 100% employer match about $108,750 at 4% or $72,500 at 6%.
201215$612,647$45,514$9,103iApproximate average salary by contribution assumption: employee only about $227,570 at 4% or $151,713 at 6%; with 50% employer match about $151,713 at 4% or $101,142 at 6%; with 100% employer match about $113,785 at 4% or $75,857 at 6%.
Michael L. Schwartz, P.A. 401K Profit Sharing Plan and Trust-5$612,647$45,514$9,103iApproximate average salary by contribution assumption: employee only about $227,570 at 4% or $151,713 at 6%; with 50% employer match about $151,713 at 4% or $101,142 at 6%; with 100% employer match about $113,785 at 4% or $75,857 at 6%.
201114$510,459$42,448$10,612iApproximate average salary by contribution assumption: employee only about $265,300 at 4% or $176,867 at 6%; with 50% employer match about $176,867 at 4% or $117,911 at 6%; with 100% employer match about $132,650 at 4% or $88,433 at 6%.
Michael L. Schwartz, P.A. 401K Profit Sharing Plan and Trust-4$510,459$42,448$10,612iApproximate average salary by contribution assumption: employee only about $265,300 at 4% or $176,867 at 6%; with 50% employer match about $176,867 at 4% or $117,911 at 6%; with 100% employer match about $132,650 at 4% or $88,433 at 6%.
201014$486,153$184,708$46,177iApproximate average salary by contribution assumption: employee only about $1,154,425 at 4% or $769,617 at 6%; with 50% employer match about $769,617 at 4% or $513,078 at 6%; with 100% employer match about $577,213 at 4% or $384,808 at 6%.
Michael L. Schwartz, P.A. 401K Profit Sharing Plan and Trust-4$486,153$184,708$46,177iApproximate average salary by contribution assumption: employee only about $1,154,425 at 4% or $769,617 at 6%; with 50% employer match about $769,617 at 4% or $513,078 at 6%; with 100% employer match about $577,213 at 4% or $384,808 at 6%.
200914$254,429$75,356$18,839iApproximate average salary by contribution assumption: employee only about $470,975 at 4% or $313,983 at 6%; with 50% employer match about $313,983 at 4% or $209,322 at 6%; with 100% employer match about $235,488 at 4% or $156,992 at 6%.
Michael L. Schwartz, P.A. 401K Profit Sharing Plan and Trust-4$254,429$75,356$18,839iApproximate average salary by contribution assumption: employee only about $470,975 at 4% or $313,983 at 6%; with 50% employer match about $313,983 at 4% or $209,322 at 6%; with 100% employer match about $235,488 at 4% or $156,992 at 6%.
200815$129,042$109,354$21,871iApproximate average salary by contribution assumption: employee only about $546,770 at 4% or $364,513 at 6%; with 50% employer match about $364,513 at 4% or $243,009 at 6%; with 100% employer match about $273,385 at 4% or $182,257 at 6%.
Michael L. Schwartz, P.A. 401K Profit Sharing Plan and Trust-5$129,042$109,354$21,871iApproximate average salary by contribution assumption: employee only about $546,770 at 4% or $364,513 at 6%; with 50% employer match about $364,513 at 4% or $243,009 at 6%; with 100% employer match about $273,385 at 4% or $182,257 at 6%.
200713$54,718$54,865$18,288iApproximate average salary by contribution assumption: employee only about $457,208 at 4% or $304,806 at 6%; with 50% employer match about $304,806 at 4% or $203,204 at 6%; with 100% employer match about $228,604 at 4% or $152,403 at 6%.
Michael L. Schwartz, P.A. 401K Profit Sharing Plan and Trust-3$54,718$54,865$18,288iApproximate average salary by contribution assumption: employee only about $457,208 at 4% or $304,806 at 6%; with 50% employer match about $304,806 at 4% or $203,204 at 6%; with 100% employer match about $228,604 at 4% or $152,403 at 6%.