Civic Intelligence

Russell D. Schwartz, D.D.S., P.A.

Plan context: RUSSELL D. SCHWARTZ, D. D. S. , P. A. 401 K PROFIT SHARING PLAN

EIN 22-3234805 • New Brunswick, NJ • 38 filings • 9 plans

201 Livingston AvenueNew Brunswick, NJ 08901
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$3,212,665

2023 Contributions

$68,256

Historical Graphs

Total Assets Over Time

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

$3,212,665$1,606,333$0200020122023YearValue
$3,212,665Latest year 2023

Participants Over Time

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

420200020122023YearValue
2Latest year 2023

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
202312$3,212,665$68,256$34,128iApproximate average salary by contribution assumption: employee only about $853,200 at 4% or $568,800 at 6%; with 50% employer match about $568,800 at 4% or $379,200 at 6%; with 100% employer match about $426,600 at 4% or $284,400 at 6%.
RUSSELL D. SCHWARTZ, D. D. S. , P. A. 401 K PROFIT SHARING PLAN-2$3,212,665$68,256$34,128iApproximate average salary by contribution assumption: employee only about $853,200 at 4% or $568,800 at 6%; with 50% employer match about $568,800 at 4% or $379,200 at 6%; with 100% employer match about $426,600 at 4% or $284,400 at 6%.
202212$2,591,923$62,400$31,200iApproximate average salary by contribution assumption: employee only about $780,000 at 4% or $520,000 at 6%; with 50% employer match about $520,000 at 4% or $346,667 at 6%; with 100% employer match about $390,000 at 4% or $260,000 at 6%.
RUSSELL D. SCHWARTZ, D. D. S. , P. A. 401 K PROFIT SHARING PLAN-2$2,591,923$62,400$31,200iApproximate average salary by contribution assumption: employee only about $780,000 at 4% or $520,000 at 6%; with 50% employer match about $520,000 at 4% or $346,667 at 6%; with 100% employer match about $390,000 at 4% or $260,000 at 6%.
202112$3,034,046$59,920$29,960iApproximate average salary by contribution assumption: employee only about $749,000 at 4% or $499,333 at 6%; with 50% employer match about $499,333 at 4% or $332,889 at 6%; with 100% employer match about $374,500 at 4% or $249,667 at 6%.
RUSSELL D. SCHWARTZ, D. D. S. , P. A. 401 K PROFIT SHARING PLAN-2$3,034,046$59,920$29,960iApproximate average salary by contribution assumption: employee only about $749,000 at 4% or $499,333 at 6%; with 50% employer match about $499,333 at 4% or $332,889 at 6%; with 100% employer match about $374,500 at 4% or $249,667 at 6%.
202012$2,423,587$59,040$29,520iApproximate average salary by contribution assumption: employee only about $738,000 at 4% or $492,000 at 6%; with 50% employer match about $492,000 at 4% or $328,000 at 6%; with 100% employer match about $369,000 at 4% or $246,000 at 6%.
RUSSELL D. SCHWARTZ, D. D. S. , P. A. 401 K PROFIT SHARING PLAN-2$2,423,587$59,040$29,520iApproximate average salary by contribution assumption: employee only about $738,000 at 4% or $492,000 at 6%; with 50% employer match about $492,000 at 4% or $328,000 at 6%; with 100% employer match about $369,000 at 4% or $246,000 at 6%.
201912$1,994,965$57,720$28,860iApproximate average salary by contribution assumption: employee only about $721,500 at 4% or $481,000 at 6%; with 50% employer match about $481,000 at 4% or $320,667 at 6%; with 100% employer match about $360,750 at 4% or $240,500 at 6%.
RUSSELL D. SCHWARTZ, D. D. S. , P. A. 401 K PROFIT SHARING PLAN-2$1,994,965$57,720$28,860iApproximate average salary by contribution assumption: employee only about $721,500 at 4% or $481,000 at 6%; with 50% employer match about $481,000 at 4% or $320,667 at 6%; with 100% employer match about $360,750 at 4% or $240,500 at 6%.
201812$1,527,407$55,600$27,800iApproximate average salary by contribution assumption: employee only about $695,000 at 4% or $463,333 at 6%; with 50% employer match about $463,333 at 4% or $308,889 at 6%; with 100% employer match about $347,500 at 4% or $231,667 at 6%.
RUSSELL D. SCHWARTZ, D. D. S. , P. A. 401 K PROFIT SHARING PLAN-2$1,527,407$55,600$27,800iApproximate average salary by contribution assumption: employee only about $695,000 at 4% or $463,333 at 6%; with 50% employer match about $463,333 at 4% or $308,889 at 6%; with 100% employer match about $347,500 at 4% or $231,667 at 6%.
201712$1,608,680$55,068$27,534iApproximate average salary by contribution assumption: employee only about $688,350 at 4% or $458,900 at 6%; with 50% employer match about $458,900 at 4% or $305,933 at 6%; with 100% employer match about $344,175 at 4% or $229,450 at 6%.
RUSSELL D. SCHWARTZ, D. D. S. , P. A. 401 K PROFIT SHARING PLAN-2$1,608,680$55,068$27,534iApproximate average salary by contribution assumption: employee only about $688,350 at 4% or $458,900 at 6%; with 50% employer match about $458,900 at 4% or $305,933 at 6%; with 100% employer match about $344,175 at 4% or $229,450 at 6%.
201613$1,483,129$30,820$10,273iApproximate average salary by contribution assumption: employee only about $256,833 at 4% or $171,222 at 6%; with 50% employer match about $171,222 at 4% or $114,148 at 6%; with 100% employer match about $128,417 at 4% or $85,611 at 6%.
RUSSELL D. SCHWARTZ, D. D. S. , P. A. 401K PROFIT SHARING PLAN-3$1,483,129$30,820$10,273iApproximate average salary by contribution assumption: employee only about $256,833 at 4% or $171,222 at 6%; with 50% employer match about $171,222 at 4% or $114,148 at 6%; with 100% employer match about $128,417 at 4% or $85,611 at 6%.
201513$1,331,782$31,100$10,367iApproximate average salary by contribution assumption: employee only about $259,167 at 4% or $172,778 at 6%; with 50% employer match about $172,778 at 4% or $115,185 at 6%; with 100% employer match about $129,583 at 4% or $86,389 at 6%.
RUSSELL D. SCHWARTZ, D.D.S., P.A. 401K PROFIT SHARING PLAN-3$1,331,782$31,100$10,367iApproximate average salary by contribution assumption: employee only about $259,167 at 4% or $172,778 at 6%; with 50% employer match about $172,778 at 4% or $115,185 at 6%; with 100% employer match about $129,583 at 4% or $86,389 at 6%.
201413$1,302,841$27,600$9,200iApproximate average salary by contribution assumption: employee only about $230,000 at 4% or $153,333 at 6%; with 50% employer match about $153,333 at 4% or $102,222 at 6%; with 100% employer match about $115,000 at 4% or $76,667 at 6%.
RUSSELL D. SCHWARTZ, D.D.S., P.A. 401K PROFIT SHARING PLAN-3$1,302,841$27,600$9,200iApproximate average salary by contribution assumption: employee only about $230,000 at 4% or $153,333 at 6%; with 50% employer match about $153,333 at 4% or $102,222 at 6%; with 100% employer match about $115,000 at 4% or $76,667 at 6%.
201324$1,177,815$28,709$7,177iApproximate average salary by contribution assumption: employee only about $179,431 at 4% or $119,621 at 6%; with 50% employer match about $119,621 at 4% or $79,747 at 6%; with 100% employer match about $89,716 at 4% or $59,810 at 6%.
RUSSELL D. SCHWARTZ, D.D.S., P.A. 401K PROFIT SHARING PLAN-4$1,177,815$28,709$7,177iApproximate average salary by contribution assumption: employee only about $179,431 at 4% or $119,621 at 6%; with 50% employer match about $119,621 at 4% or $79,747 at 6%; with 100% employer match about $89,716 at 4% or $59,810 at 6%.
Russell D. Schwartz, D.D.S., P.A. Money Purchase Pension Plan-0$0$0-
201224$909,931$22,538$5,635iApproximate average salary by contribution assumption: employee only about $140,863 at 4% or $93,908 at 6%; with 50% employer match about $93,908 at 4% or $62,606 at 6%; with 100% employer match about $70,431 at 4% or $46,954 at 6%.
RUSSELL D. SCHWARTZ, D.D.S., P.A. 401K PROFIT SHARING PLAN-4$683,396$22,538$5,635iApproximate average salary by contribution assumption: employee only about $140,863 at 4% or $93,908 at 6%; with 50% employer match about $93,908 at 4% or $62,606 at 6%; with 100% employer match about $70,431 at 4% or $46,954 at 6%.
Russell D. Schwartz, D.D.S., P.A. Money Purchase Pension Plan-4$226,535$0-
201124$773,646$32,077$8,019iApproximate average salary by contribution assumption: employee only about $200,481 at 4% or $133,654 at 6%; with 50% employer match about $133,654 at 4% or $89,103 at 6%; with 100% employer match about $100,241 at 4% or $66,827 at 6%.
RUSSELL D. SCHWARTZ, D.D.S., P.A. 401K PROFIT SHARING PLAN-4$578,517$32,077$8,019iApproximate average salary by contribution assumption: employee only about $200,481 at 4% or $133,654 at 6%; with 50% employer match about $133,654 at 4% or $89,103 at 6%; with 100% employer match about $100,241 at 4% or $66,827 at 6%.
Russell D. Schwartz, D.D.S., P.A. Money Purchase Pension Plan-4$195,129$0-
201024$771,988$51,200$12,800iApproximate average salary by contribution assumption: employee only about $320,000 at 4% or $213,333 at 6%; with 50% employer match about $213,333 at 4% or $142,222 at 6%; with 100% employer match about $160,000 at 4% or $106,667 at 6%.
RUSSELL D. SCHWARTZ, D.D.S., P.A. 401K PROFIT SHARING PLAN-4$569,616$51,200$12,800iApproximate average salary by contribution assumption: employee only about $320,000 at 4% or $213,333 at 6%; with 50% employer match about $213,333 at 4% or $142,222 at 6%; with 100% employer match about $160,000 at 4% or $106,667 at 6%.
Russell D. Schwartz, D.D.S., P.A. Money Purchase Pension Plan-4$202,372$0-
200924$616,978$85,066$21,267iApproximate average salary by contribution assumption: employee only about $531,663 at 4% or $354,442 at 6%; with 50% employer match about $354,442 at 4% or $236,294 at 6%; with 100% employer match about $265,831 at 4% or $177,221 at 6%.
RUSSELL D. SCHWARTZ, D.D.S., P.A. 401K PROFIT SHARING PLAN-4$444,001$53,564$13,391iApproximate average salary by contribution assumption: employee only about $334,775 at 4% or $223,183 at 6%; with 50% employer match about $223,183 at 4% or $148,789 at 6%; with 100% employer match about $167,388 at 4% or $111,592 at 6%.
Russell D. Schwartz, D.D.S., P.A. Money Purchase Pension Plan-4$172,977$31,502$7,876iApproximate average salary by contribution assumption: employee only about $196,888 at 4% or $131,258 at 6%; with 50% employer match about $131,258 at 4% or $87,506 at 6%; with 100% employer match about $98,444 at 4% or $65,629 at 6%.
200823$405,458$70,594$23,531iApproximate average salary by contribution assumption: employee only about $588,283 at 4% or $392,189 at 6%; with 50% employer match about $392,189 at 4% or $261,459 at 6%; with 100% employer match about $294,142 at 4% or $196,094 at 6%.
RUSSELL D. SCHWARTZ, D.D.S., P.A., 401K PROFIT SHARING PLAN-3$289,230$53,077$17,692iApproximate average salary by contribution assumption: employee only about $442,308 at 4% or $294,872 at 6%; with 50% employer match about $294,872 at 4% or $196,581 at 6%; with 100% employer match about $221,154 at 4% or $147,436 at 6%.
Russell D. Schwartz, D.D.S., P.A. Money Purchase Pension Plan-3$116,228$17,517$5,839iApproximate average salary by contribution assumption: employee only about $145,975 at 4% or $97,317 at 6%; with 50% employer match about $97,317 at 4% or $64,878 at 6%; with 100% employer match about $72,988 at 4% or $48,658 at 6%.
200723$556,598$62,893$20,964iApproximate average salary by contribution assumption: employee only about $524,108 at 4% or $349,406 at 6%; with 50% employer match about $349,406 at 4% or $232,937 at 6%; with 100% employer match about $262,054 at 4% or $174,703 at 6%.
RUSSELL D. SCHWARTZ, D.D.S., P.A., 401K PROFIT SHARING PLAN-3$385,044$48,719$16,240iApproximate average salary by contribution assumption: employee only about $405,992 at 4% or $270,661 at 6%; with 50% employer match about $270,661 at 4% or $180,441 at 6%; with 100% employer match about $202,996 at 4% or $135,331 at 6%.
Russell D. Schwartz, D.D.S., P.A. Money Purchase Pension Plan-3$171,554$14,174$4,725iApproximate average salary by contribution assumption: employee only about $118,117 at 4% or $78,744 at 6%; with 50% employer match about $78,744 at 4% or $52,496 at 6%; with 100% employer match about $59,058 at 4% or $39,372 at 6%.
200624$475,836$59,124$14,781iApproximate average salary by contribution assumption: employee only about $369,525 at 4% or $246,350 at 6%; with 50% employer match about $246,350 at 4% or $164,233 at 6%; with 100% employer match about $184,763 at 4% or $123,175 at 6%.
RUSSELL D. SCHWARTZ, D.D.S., P.A., 401K PROFIT SHARING PLAN-4$325,768$44,394$11,099iApproximate average salary by contribution assumption: employee only about $277,463 at 4% or $184,975 at 6%; with 50% employer match about $184,975 at 4% or $123,317 at 6%; with 100% employer match about $138,731 at 4% or $92,488 at 6%.
Russell D. Schwartz, D.D.S., P.A. Money Purchase Pension Plan-4$150,068$14,730$3,683iApproximate average salary by contribution assumption: employee only about $92,063 at 4% or $61,375 at 6%; with 50% employer match about $61,375 at 4% or $40,917 at 6%; with 100% employer match about $46,031 at 4% or $30,688 at 6%.
200524$364,185$63,006$15,752iApproximate average salary by contribution assumption: employee only about $393,788 at 4% or $262,525 at 6%; with 50% employer match about $262,525 at 4% or $175,017 at 6%; with 100% employer match about $196,894 at 4% or $131,263 at 6%.
RUSSELL D. SCHWARTZ, D.D.S., P.A., 401K PSP-4$247,201$46,319$11,580iApproximate average salary by contribution assumption: employee only about $289,494 at 4% or $192,996 at 6%; with 50% employer match about $192,996 at 4% or $128,664 at 6%; with 100% employer match about $144,747 at 4% or $96,498 at 6%.
Russell D. Schwartz, D.D.S., P.A. Money Purchase Pension Plan-4$116,984$16,687$4,172iApproximate average salary by contribution assumption: employee only about $104,294 at 4% or $69,529 at 6%; with 50% employer match about $69,529 at 4% or $46,353 at 6%; with 100% employer match about $52,147 at 4% or $34,765 at 6%.
200424$277,870$60,510$15,128iApproximate average salary by contribution assumption: employee only about $378,188 at 4% or $252,125 at 6%; with 50% employer match about $252,125 at 4% or $168,083 at 6%; with 100% employer match about $189,094 at 4% or $126,063 at 6%.
RUSSELL D. SCHWARTZ, D.D.S., P.A. 401K PSP-4$184,886$43,889$10,972iApproximate average salary by contribution assumption: employee only about $274,306 at 4% or $182,871 at 6%; with 50% employer match about $182,871 at 4% or $121,914 at 6%; with 100% employer match about $137,153 at 4% or $91,435 at 6%.
Russell D. Schwartz, D.D.S., P.A. Money Purchase Pension Plan-4$92,984$16,621$4,155iApproximate average salary by contribution assumption: employee only about $103,881 at 4% or $69,254 at 6%; with 50% employer match about $69,254 at 4% or $46,169 at 6%; with 100% employer match about $51,941 at 4% or $34,627 at 6%.
200324$191,751$56,443$14,111iApproximate average salary by contribution assumption: employee only about $352,769 at 4% or $235,179 at 6%; with 50% employer match about $235,179 at 4% or $156,786 at 6%; with 100% employer match about $176,384 at 4% or $117,590 at 6%.
RUSSELL D. SCHWARTZ, D.D.S., P.A., 401K PSP-4$123,950$38,908$9,727iApproximate average salary by contribution assumption: employee only about $243,175 at 4% or $162,117 at 6%; with 50% employer match about $162,117 at 4% or $108,078 at 6%; with 100% employer match about $121,588 at 4% or $81,058 at 6%.
Russell D. Schwartz, D.D.S., P.A. Money Purchase Pension Plan-4$67,801$17,535$4,384iApproximate average salary by contribution assumption: employee only about $109,594 at 4% or $73,063 at 6%; with 50% employer match about $73,063 at 4% or $48,708 at 6%; with 100% employer match about $54,797 at 4% or $36,531 at 6%.
200224$121,260$48,193$12,048iApproximate average salary by contribution assumption: employee only about $301,206 at 4% or $200,804 at 6%; with 50% employer match about $200,804 at 4% or $133,869 at 6%; with 100% employer match about $150,603 at 4% or $100,402 at 6%.
RUSSELL D. SCHWARTZ, D.D.S., P.A., 401K PSP-4$76,878$28,261$7,065iApproximate average salary by contribution assumption: employee only about $176,631 at 4% or $117,754 at 6%; with 50% employer match about $117,754 at 4% or $78,503 at 6%; with 100% employer match about $88,316 at 4% or $58,877 at 6%.
Russell D. Schwartz, D.D.S., P.A. Money Purchase Pension Plan-4$44,382$19,932$4,983iApproximate average salary by contribution assumption: employee only about $124,575 at 4% or $83,050 at 6%; with 50% employer match about $83,050 at 4% or $55,367 at 6%; with 100% employer match about $62,288 at 4% or $41,525 at 6%.
200124$47,973$26,688$6,672iApproximate average salary by contribution assumption: employee only about $166,800 at 4% or $111,200 at 6%; with 50% employer match about $111,200 at 4% or $74,133 at 6%; with 100% employer match about $83,400 at 4% or $55,600 at 6%.
RUSSELL D. SCHWARTZ, D.D.S., P.A. 401K PSP-4$47,973$26,688$6,672iApproximate average salary by contribution assumption: employee only about $166,800 at 4% or $111,200 at 6%; with 50% employer match about $111,200 at 4% or $74,133 at 6%; with 100% employer match about $83,400 at 4% or $55,600 at 6%.
Russell D. Schwartz, D.D.S., P.A. Money Purchase Pension Plan-4---
200024$38,235$35,893$8,973iApproximate average salary by contribution assumption: employee only about $224,331 at 4% or $149,554 at 6%; with 50% employer match about $149,554 at 4% or $99,703 at 6%; with 100% employer match about $112,166 at 4% or $74,777 at 6%.
RUSSELL D. SCHWARTZ, D.D.S., P.A. 401K PSP-4$27,365$23,367$5,842iApproximate average salary by contribution assumption: employee only about $146,044 at 4% or $97,363 at 6%; with 50% employer match about $97,363 at 4% or $64,908 at 6%; with 100% employer match about $73,022 at 4% or $48,681 at 6%.
Russell D. Schwartz, D.D.S., P.A. Money Purchase Pension Plan-4$10,870$12,526$3,132iApproximate average salary by contribution assumption: employee only about $78,288 at 4% or $52,192 at 6%; with 50% employer match about $52,192 at 4% or $34,794 at 6%; with 100% employer match about $39,144 at 4% or $26,096 at 6%.