Jeffrey R. Schwartz DMD
Plan context: Jeffrey R. Schwartz, D.M.D. Retirement Plan
EIN 22-2500699 • Woodcliff Lake, NJ • 30 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$3,571,408
2024 Contributions
$160,124
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $3,571,408 | $160,124 | $40,031iApproximate average salary by contribution assumption: employee only about $1,000,775 at 4% or $667,183 at 6%; with 50% employer match about $667,183 at 4% or $444,789 at 6%; with 100% employer match about $500,388 at 4% or $333,592 at 6%. |
| Jeffrey R. Schwartz, D.M.D. Retirement Plan | - | 4 | $3,571,408 | $160,124 | $40,031iApproximate average salary by contribution assumption: employee only about $1,000,775 at 4% or $667,183 at 6%; with 50% employer match about $667,183 at 4% or $444,789 at 6%; with 100% employer match about $500,388 at 4% or $333,592 at 6%. |
| 2023 | 1 | 4 | $3,265,239 | $74,285 | $18,571iApproximate average salary by contribution assumption: employee only about $464,281 at 4% or $309,521 at 6%; with 50% employer match about $309,521 at 4% or $206,347 at 6%; with 100% employer match about $232,141 at 4% or $154,760 at 6%. |
| Jeffrey R. Schwartz, D.M.D. Retirement Plan | - | 4 | $3,265,239 | $74,285 | $18,571iApproximate average salary by contribution assumption: employee only about $464,281 at 4% or $309,521 at 6%; with 50% employer match about $309,521 at 4% or $206,347 at 6%; with 100% employer match about $232,141 at 4% or $154,760 at 6%. |
| 2022 | 1 | 4 | $2,896,275 | $73,721 | $18,430iApproximate average salary by contribution assumption: employee only about $460,756 at 4% or $307,171 at 6%; with 50% employer match about $307,171 at 4% or $204,781 at 6%; with 100% employer match about $230,378 at 4% or $153,585 at 6%. |
| Jeffrey R. Schwartz, D.M.D. Retirement Plan | - | 4 | $2,896,275 | $73,721 | $18,430iApproximate average salary by contribution assumption: employee only about $460,756 at 4% or $307,171 at 6%; with 50% employer match about $307,171 at 4% or $204,781 at 6%; with 100% employer match about $230,378 at 4% or $153,585 at 6%. |
| 2021 | 1 | 4 | $3,239,623 | $73,280 | $18,320iApproximate average salary by contribution assumption: employee only about $458,000 at 4% or $305,333 at 6%; with 50% employer match about $305,333 at 4% or $203,556 at 6%; with 100% employer match about $229,000 at 4% or $152,667 at 6%. |
| Jeffrey R. Schwartz, D.M.D. Retirement Plan | - | 4 | $3,239,623 | $73,280 | $18,320iApproximate average salary by contribution assumption: employee only about $458,000 at 4% or $305,333 at 6%; with 50% employer match about $305,333 at 4% or $203,556 at 6%; with 100% employer match about $229,000 at 4% or $152,667 at 6%. |
| 2020 | 1 | 4 | $3,094,508 | $68,543 | $17,136iApproximate average salary by contribution assumption: employee only about $428,394 at 4% or $285,596 at 6%; with 50% employer match about $285,596 at 4% or $190,397 at 6%; with 100% employer match about $214,197 at 4% or $142,798 at 6%. |
| Jeffrey R. Schwartz, D.M.D. Retirement Plan | - | 4 | $3,094,508 | $68,543 | $17,136iApproximate average salary by contribution assumption: employee only about $428,394 at 4% or $285,596 at 6%; with 50% employer match about $285,596 at 4% or $190,397 at 6%; with 100% employer match about $214,197 at 4% or $142,798 at 6%. |
| 2019 | 1 | 3 | $2,767,210 | $60,193 | $20,064iApproximate average salary by contribution assumption: employee only about $501,608 at 4% or $334,406 at 6%; with 50% employer match about $334,406 at 4% or $222,937 at 6%; with 100% employer match about $250,804 at 4% or $167,203 at 6%. |
| Jeffrey R. Schwartz, D.M.D. Retirement Plan | - | 3 | $2,767,210 | $60,193 | $20,064iApproximate average salary by contribution assumption: employee only about $501,608 at 4% or $334,406 at 6%; with 50% employer match about $334,406 at 4% or $222,937 at 6%; with 100% employer match about $250,804 at 4% or $167,203 at 6%. |
| 2018 | 1 | 4 | $2,384,451 | $67,874 | $16,969iApproximate average salary by contribution assumption: employee only about $424,213 at 4% or $282,808 at 6%; with 50% employer match about $282,808 at 4% or $188,539 at 6%; with 100% employer match about $212,106 at 4% or $141,404 at 6%. |
| Jeffrey R. Schwartz, D.M.D. Retirement Plan | - | 4 | $2,384,451 | $67,874 | $16,969iApproximate average salary by contribution assumption: employee only about $424,213 at 4% or $282,808 at 6%; with 50% employer match about $282,808 at 4% or $188,539 at 6%; with 100% employer match about $212,106 at 4% or $141,404 at 6%. |
| 2017 | 1 | 4 | $2,350,181 | $55,957 | $13,989iApproximate average salary by contribution assumption: employee only about $349,731 at 4% or $233,154 at 6%; with 50% employer match about $233,154 at 4% or $155,436 at 6%; with 100% employer match about $174,866 at 4% or $116,577 at 6%. |
| Jeffrey R. Schwartz, D.M.D. Retirement Plan | - | 4 | $2,350,181 | $55,957 | $13,989iApproximate average salary by contribution assumption: employee only about $349,731 at 4% or $233,154 at 6%; with 50% employer match about $233,154 at 4% or $155,436 at 6%; with 100% employer match about $174,866 at 4% or $116,577 at 6%. |
| 2016 | 1 | 4 | $2,135,427 | $55,683 | $13,921iApproximate average salary by contribution assumption: employee only about $348,019 at 4% or $232,013 at 6%; with 50% employer match about $232,013 at 4% or $154,675 at 6%; with 100% employer match about $174,009 at 4% or $116,006 at 6%. |
| Jeffrey R. Schwartz, D.M.D. Retirement Plan | - | 4 | $2,135,427 | $55,683 | $13,921iApproximate average salary by contribution assumption: employee only about $348,019 at 4% or $232,013 at 6%; with 50% employer match about $232,013 at 4% or $154,675 at 6%; with 100% employer match about $174,009 at 4% or $116,006 at 6%. |
| 2015 | 1 | 4 | $2,003,282 | $55,080 | $13,770iApproximate average salary by contribution assumption: employee only about $344,250 at 4% or $229,500 at 6%; with 50% employer match about $229,500 at 4% or $153,000 at 6%; with 100% employer match about $172,125 at 4% or $114,750 at 6%. |
| Jeffrey R. Schwartz, D.M.D. Retirement Plan | - | 4 | $2,003,282 | $55,080 | $13,770iApproximate average salary by contribution assumption: employee only about $344,250 at 4% or $229,500 at 6%; with 50% employer match about $229,500 at 4% or $153,000 at 6%; with 100% employer match about $172,125 at 4% or $114,750 at 6%. |
| 2014 | 1 | 3 | $1,947,715 | $66,995 | $22,332iApproximate average salary by contribution assumption: employee only about $558,292 at 4% or $372,194 at 6%; with 50% employer match about $372,194 at 4% or $248,130 at 6%; with 100% employer match about $279,146 at 4% or $186,097 at 6%. |
| Jeffrey R. Schwartz, D.M.D. Retirement Plan | - | 3 | $1,947,715 | $66,995 | $22,332iApproximate average salary by contribution assumption: employee only about $558,292 at 4% or $372,194 at 6%; with 50% employer match about $372,194 at 4% or $248,130 at 6%; with 100% employer match about $279,146 at 4% or $186,097 at 6%. |
| 2013 | 1 | 4 | $1,969,605 | $68,527 | $17,132iApproximate average salary by contribution assumption: employee only about $428,294 at 4% or $285,529 at 6%; with 50% employer match about $285,529 at 4% or $190,353 at 6%; with 100% employer match about $214,147 at 4% or $142,765 at 6%. |
| Jeffrey R. Schwartz, D.M.D. Retirement Plan | - | 4 | $1,969,605 | $68,527 | $17,132iApproximate average salary by contribution assumption: employee only about $428,294 at 4% or $285,529 at 6%; with 50% employer match about $285,529 at 4% or $190,353 at 6%; with 100% employer match about $214,147 at 4% or $142,765 at 6%. |
| 2012 | 1 | 4 | $1,875,538 | $67,650 | $16,913iApproximate average salary by contribution assumption: employee only about $422,813 at 4% or $281,875 at 6%; with 50% employer match about $281,875 at 4% or $187,917 at 6%; with 100% employer match about $211,406 at 4% or $140,938 at 6%. |
| Jeffrey R. Schwartz, D.M.D. Retirement Plan | - | 4 | $1,875,538 | $67,650 | $16,913iApproximate average salary by contribution assumption: employee only about $422,813 at 4% or $281,875 at 6%; with 50% employer match about $281,875 at 4% or $187,917 at 6%; with 100% employer match about $211,406 at 4% or $140,938 at 6%. |
| 2011 | 1 | 4 | $1,726,910 | $66,284 | $16,571iApproximate average salary by contribution assumption: employee only about $414,275 at 4% or $276,183 at 6%; with 50% employer match about $276,183 at 4% or $184,122 at 6%; with 100% employer match about $207,138 at 4% or $138,092 at 6%. |
| Jeffrey R. Schwartz, D.M.D. Retirement Plan | - | 4 | $1,726,910 | $66,284 | $16,571iApproximate average salary by contribution assumption: employee only about $414,275 at 4% or $276,183 at 6%; with 50% employer match about $276,183 at 4% or $184,122 at 6%; with 100% employer match about $207,138 at 4% or $138,092 at 6%. |
| 2010 | 1 | 4 | $1,578,598 | $66,008 | $16,502iApproximate average salary by contribution assumption: employee only about $412,550 at 4% or $275,033 at 6%; with 50% employer match about $275,033 at 4% or $183,356 at 6%; with 100% employer match about $206,275 at 4% or $137,517 at 6%. |
| Jeffrey R. Schwartz, D.M.D. Retirement Plan | - | 4 | $1,578,598 | $66,008 | $16,502iApproximate average salary by contribution assumption: employee only about $412,550 at 4% or $275,033 at 6%; with 50% employer match about $275,033 at 4% or $183,356 at 6%; with 100% employer match about $206,275 at 4% or $137,517 at 6%. |
| 2009 | 1 | 4 | $1,385,446 | $66,097 | $16,524iApproximate average salary by contribution assumption: employee only about $413,106 at 4% or $275,404 at 6%; with 50% employer match about $275,404 at 4% or $183,603 at 6%; with 100% employer match about $206,553 at 4% or $137,702 at 6%. |
| Jeffrey R. Schwartz, D.M.D. Retirement Plan | - | 4 | $1,385,446 | $66,097 | $16,524iApproximate average salary by contribution assumption: employee only about $413,106 at 4% or $275,404 at 6%; with 50% employer match about $275,404 at 4% or $183,603 at 6%; with 100% employer match about $206,553 at 4% or $137,702 at 6%. |
| 2008 | 2 | 4 | $1,480,452 | $182,764 | $45,691iApproximate average salary by contribution assumption: employee only about $1,142,275 at 4% or $761,517 at 6%; with 50% employer match about $761,517 at 4% or $507,678 at 6%; with 100% employer match about $571,138 at 4% or $380,758 at 6%. |
| Jeffrey R. Schwartz, D.M.D. Retirement Plan | - | 4 | $1,100,335 | $61,943 | $15,486iApproximate average salary by contribution assumption: employee only about $387,144 at 4% or $258,096 at 6%; with 50% employer match about $258,096 at 4% or $172,064 at 6%; with 100% employer match about $193,572 at 4% or $129,048 at 6%. |
| JEFFREY R. SCHWARTZ, D.M.D. PENSION PLAN | - | 2 | $380,117 | $120,821 | $60,411iApproximate average salary by contribution assumption: employee only about $1,510,263 at 4% or $1,006,842 at 6%; with 50% employer match about $1,006,842 at 4% or $671,228 at 6%; with 100% employer match about $755,131 at 4% or $503,421 at 6%. |
| 2007 | 2 | 4 | $1,385,104 | $167,628 | $41,907iApproximate average salary by contribution assumption: employee only about $1,047,675 at 4% or $698,450 at 6%; with 50% employer match about $698,450 at 4% or $465,633 at 6%; with 100% employer match about $523,838 at 4% or $349,225 at 6%. |
| Jeffrey R. Schwartz, D.M.D. Retirement Plan | - | 4 | $1,108,483 | $61,417 | $15,354iApproximate average salary by contribution assumption: employee only about $383,856 at 4% or $255,904 at 6%; with 50% employer match about $255,904 at 4% or $170,603 at 6%; with 100% employer match about $191,928 at 4% or $127,952 at 6%. |
| JEFFREY R. SCHWARTZ, D.M.D. PENSION PLAN | - | 2 | $276,621 | $106,211 | $53,106iApproximate average salary by contribution assumption: employee only about $1,327,638 at 4% or $885,092 at 6%; with 50% employer match about $885,092 at 4% or $590,061 at 6%; with 100% employer match about $663,819 at 4% or $442,546 at 6%. |
| 2006 | 2 | 4 | $1,161,898 | $172,006 | $43,002iApproximate average salary by contribution assumption: employee only about $1,075,038 at 4% or $716,692 at 6%; with 50% employer match about $716,692 at 4% or $477,794 at 6%; with 100% employer match about $537,519 at 4% or $358,346 at 6%. |
| Jeffrey R. Schwartz, D.M.D. Retirement Plan | - | 4 | $992,462 | $60,328 | $15,082iApproximate average salary by contribution assumption: employee only about $377,050 at 4% or $251,367 at 6%; with 50% employer match about $251,367 at 4% or $167,578 at 6%; with 100% employer match about $188,525 at 4% or $125,683 at 6%. |
| JEFFREY R. SCHWARTZ, D.M.D. PENSION PLAN | - | 2 | $169,436 | $111,678 | $55,839iApproximate average salary by contribution assumption: employee only about $1,395,975 at 4% or $930,650 at 6%; with 50% employer match about $930,650 at 4% or $620,433 at 6%; with 100% employer match about $697,988 at 4% or $465,325 at 6%. |
| 2005 | 2 | 4 | $904,783 | $113,156 | $28,289iApproximate average salary by contribution assumption: employee only about $707,225 at 4% or $471,483 at 6%; with 50% employer match about $471,483 at 4% or $314,322 at 6%; with 100% employer match about $353,613 at 4% or $235,742 at 6%. |
| Jeffrey R. Schwartz, D.M.D. Retirement Plan | - | 4 | $857,013 | $65,406 | $16,352iApproximate average salary by contribution assumption: employee only about $408,788 at 4% or $272,525 at 6%; with 50% employer match about $272,525 at 4% or $181,683 at 6%; with 100% employer match about $204,394 at 4% or $136,263 at 6%. |
| JEFFREY R. SCHWARTZ, D.M.D. PENSION PLAN | - | 2 | $47,770 | $47,750 | $23,875iApproximate average salary by contribution assumption: employee only about $596,875 at 4% or $397,917 at 6%; with 50% employer match about $397,917 at 4% or $265,278 at 6%; with 100% employer match about $298,438 at 4% or $198,958 at 6%. |
| 2004 | 1 | 3 | $789,641 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| Jeffrey R. Schwartz, D.M.D. Retirement Plan | - | 3 | $789,641 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| 2003 | 1 | 3 | $125,843 | $42,646 | $14,215iApproximate average salary by contribution assumption: employee only about $355,383 at 4% or $236,922 at 6%; with 50% employer match about $236,922 at 4% or $157,948 at 6%; with 100% employer match about $177,692 at 4% or $118,461 at 6%. |
| Jeffrey R. Schwartz, D.M.D. Retirement Plan | - | 3 | $125,843 | $42,646 | $14,215iApproximate average salary by contribution assumption: employee only about $355,383 at 4% or $236,922 at 6%; with 50% employer match about $236,922 at 4% or $157,948 at 6%; with 100% employer match about $177,692 at 4% or $118,461 at 6%. |
| 2002 | 1 | 4 | $666,597 | $59,008 | $14,752iApproximate average salary by contribution assumption: employee only about $368,800 at 4% or $245,867 at 6%; with 50% employer match about $245,867 at 4% or $163,911 at 6%; with 100% employer match about $184,400 at 4% or $122,933 at 6%. |
| Jeffrey R. Schwartz DMD Retirement Plan | - | 4 | $666,597 | $59,008 | $14,752iApproximate average salary by contribution assumption: employee only about $368,800 at 4% or $245,867 at 6%; with 50% employer match about $245,867 at 4% or $163,911 at 6%; with 100% employer match about $184,400 at 4% or $122,933 at 6%. |
| 2001 | 1 | 4 | $641,517 | $38,759 | $9,690iApproximate average salary by contribution assumption: employee only about $242,244 at 4% or $161,496 at 6%; with 50% employer match about $161,496 at 4% or $107,664 at 6%; with 100% employer match about $121,122 at 4% or $80,748 at 6%. |
| Jeffrey R. Schwartz DMD Retirement Plan | - | 4 | $641,517 | $38,759 | $9,690iApproximate average salary by contribution assumption: employee only about $242,244 at 4% or $161,496 at 6%; with 50% employer match about $161,496 at 4% or $107,664 at 6%; with 100% employer match about $121,122 at 4% or $80,748 at 6%. |
| 2000 | 1 | 4 | $622,722 | $38,995 | $9,749iApproximate average salary by contribution assumption: employee only about $243,719 at 4% or $162,479 at 6%; with 50% employer match about $162,479 at 4% or $108,319 at 6%; with 100% employer match about $121,859 at 4% or $81,240 at 6%. |
| Jeffrey R. Schwartz DMD Retirement Plan | - | 4 | $622,722 | $38,995 | $9,749iApproximate average salary by contribution assumption: employee only about $243,719 at 4% or $162,479 at 6%; with 50% employer match about $162,479 at 4% or $108,319 at 6%; with 100% employer match about $121,859 at 4% or $81,240 at 6%. |
| 1999 | 1 | 4 | $676,292 | $35,415 | $8,854iApproximate average salary by contribution assumption: employee only about $221,344 at 4% or $147,563 at 6%; with 50% employer match about $147,563 at 4% or $98,375 at 6%; with 100% employer match about $110,672 at 4% or $73,781 at 6%. |
| Jeffrey R. Schwartz DMD Retirement Plan | - | 4 | $676,292 | $35,415 | $8,854iApproximate average salary by contribution assumption: employee only about $221,344 at 4% or $147,563 at 6%; with 50% employer match about $147,563 at 4% or $98,375 at 6%; with 100% employer match about $110,672 at 4% or $73,781 at 6%. |