Civic Intelligence

Schwartz & Associates LLC

Plan context: Schwartz & Associates LLC 401(K) Profit Sharing Plan

EIN 22-3673847 • Stamford, CT • 21 filings • 7 plans

6 Lynam CourtStamford, CT 06903
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$860,523

2024 Contributions

$36,114

Historical Graphs

Total Assets Over Time

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

$869,599$434,800$0200420152024YearValue
$860,523Latest year 2024

Participants Over Time

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

420200420142024YearValue
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$860,523$36,114$9,029iApproximate average salary by contribution assumption: employee only about $225,713 at 4% or $150,475 at 6%; with 50% employer match about $150,475 at 4% or $100,317 at 6%; with 100% employer match about $112,856 at 4% or $75,238 at 6%.
Schwartz & Associates LLC 401(K) Profit Sharing Plan-4$860,523$36,114$9,029iApproximate average salary by contribution assumption: employee only about $225,713 at 4% or $150,475 at 6%; with 50% employer match about $150,475 at 4% or $100,317 at 6%; with 100% employer match about $112,856 at 4% or $75,238 at 6%.
202314$869,599$35,990$8,998iApproximate average salary by contribution assumption: employee only about $224,938 at 4% or $149,958 at 6%; with 50% employer match about $149,958 at 4% or $99,972 at 6%; with 100% employer match about $112,469 at 4% or $74,979 at 6%.
Schwartz & Associates LLC 401(K) Profit Sharing Plan-4$869,599$35,990$8,998iApproximate average salary by contribution assumption: employee only about $224,938 at 4% or $149,958 at 6%; with 50% employer match about $149,958 at 4% or $99,972 at 6%; with 100% employer match about $112,469 at 4% or $74,979 at 6%.
202213$778,618$32,912$10,971iApproximate average salary by contribution assumption: employee only about $274,267 at 4% or $182,844 at 6%; with 50% employer match about $182,844 at 4% or $121,896 at 6%; with 100% employer match about $137,133 at 4% or $91,422 at 6%.
Schwartz & Associates LLC 401(K) Profit Sharing Plan-3$778,618$32,912$10,971iApproximate average salary by contribution assumption: employee only about $274,267 at 4% or $182,844 at 6%; with 50% employer match about $182,844 at 4% or $121,896 at 6%; with 100% employer match about $137,133 at 4% or $91,422 at 6%.
202113$830,773$31,682$10,561iApproximate average salary by contribution assumption: employee only about $264,017 at 4% or $176,011 at 6%; with 50% employer match about $176,011 at 4% or $117,341 at 6%; with 100% employer match about $132,008 at 4% or $88,006 at 6%.
Schwartz & Associates LLC 401(K) Profit Sharing Plan-3$830,773$31,682$10,561iApproximate average salary by contribution assumption: employee only about $264,017 at 4% or $176,011 at 6%; with 50% employer match about $176,011 at 4% or $117,341 at 6%; with 100% employer match about $132,008 at 4% or $88,006 at 6%.
202013$780,449$29,654$9,885iApproximate average salary by contribution assumption: employee only about $247,117 at 4% or $164,744 at 6%; with 50% employer match about $164,744 at 4% or $109,830 at 6%; with 100% employer match about $123,558 at 4% or $82,372 at 6%.
Schwartz & Associates LLC 401(K) Profit Sharing Plan-3$780,449$29,654$9,885iApproximate average salary by contribution assumption: employee only about $247,117 at 4% or $164,744 at 6%; with 50% employer match about $164,744 at 4% or $109,830 at 6%; with 100% employer match about $123,558 at 4% or $82,372 at 6%.
201912$699,546$33,084$16,542iApproximate average salary by contribution assumption: employee only about $413,550 at 4% or $275,700 at 6%; with 50% employer match about $275,700 at 4% or $183,800 at 6%; with 100% employer match about $206,775 at 4% or $137,850 at 6%.
Schwartz & Associates LLC 401(K) Profit Sharing Plan-2$699,546$33,084$16,542iApproximate average salary by contribution assumption: employee only about $413,550 at 4% or $275,700 at 6%; with 50% employer match about $275,700 at 4% or $183,800 at 6%; with 100% employer match about $206,775 at 4% or $137,850 at 6%.
201812$614,449$24,500$12,250iApproximate average salary by contribution assumption: employee only about $306,250 at 4% or $204,167 at 6%; with 50% employer match about $204,167 at 4% or $136,111 at 6%; with 100% employer match about $153,125 at 4% or $102,083 at 6%.
Schwartz & Associates LLC 401(K) Profit Sharing Plan-2$614,449$24,500$12,250iApproximate average salary by contribution assumption: employee only about $306,250 at 4% or $204,167 at 6%; with 50% employer match about $204,167 at 4% or $136,111 at 6%; with 100% employer match about $153,125 at 4% or $102,083 at 6%.
201712$594,103$27,242$13,621iApproximate average salary by contribution assumption: employee only about $340,525 at 4% or $227,017 at 6%; with 50% employer match about $227,017 at 4% or $151,344 at 6%; with 100% employer match about $170,263 at 4% or $113,508 at 6%.
Schwartz & Associates LLC 401(K) Profit Sharing Plan-2$594,103$27,242$13,621iApproximate average salary by contribution assumption: employee only about $340,525 at 4% or $227,017 at 6%; with 50% employer match about $227,017 at 4% or $151,344 at 6%; with 100% employer match about $170,263 at 4% or $113,508 at 6%.
201612$546,293$25,984$12,992iApproximate average salary by contribution assumption: employee only about $324,800 at 4% or $216,533 at 6%; with 50% employer match about $216,533 at 4% or $144,356 at 6%; with 100% employer match about $162,400 at 4% or $108,267 at 6%.
Schwartz & Associates LLC 401(K) Profit Sharing Plan-2$546,293$25,984$12,992iApproximate average salary by contribution assumption: employee only about $324,800 at 4% or $216,533 at 6%; with 50% employer match about $216,533 at 4% or $144,356 at 6%; with 100% employer match about $162,400 at 4% or $108,267 at 6%.
201512$505,786$9,585$4,793iApproximate average salary by contribution assumption: employee only about $119,813 at 4% or $79,875 at 6%; with 50% employer match about $79,875 at 4% or $53,250 at 6%; with 100% employer match about $59,906 at 4% or $39,938 at 6%.
Schwartz & Associates LLC 401(K) Profit Sharing Plan-2$505,786$9,585$4,793iApproximate average salary by contribution assumption: employee only about $119,813 at 4% or $79,875 at 6%; with 50% employer match about $79,875 at 4% or $53,250 at 6%; with 100% employer match about $59,906 at 4% or $39,938 at 6%.
201412$482,877$16,500$8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%.
Schwartz & Associates LLC 401(K) Profit Sharing Plan-2$482,877$16,500$8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%.
201312$459,319$29,212$14,606iApproximate average salary by contribution assumption: employee only about $365,150 at 4% or $243,433 at 6%; with 50% employer match about $243,433 at 4% or $162,289 at 6%; with 100% employer match about $182,575 at 4% or $121,717 at 6%.
Schwartz & Associates LLC 401(K) Profit Sharing Plan-2$459,319$29,212$14,606iApproximate average salary by contribution assumption: employee only about $365,150 at 4% or $243,433 at 6%; with 50% employer match about $243,433 at 4% or $162,289 at 6%; with 100% employer match about $182,575 at 4% or $121,717 at 6%.
201213$422,282$20,898$6,966iApproximate average salary by contribution assumption: employee only about $174,150 at 4% or $116,100 at 6%; with 50% employer match about $116,100 at 4% or $77,400 at 6%; with 100% employer match about $87,075 at 4% or $58,050 at 6%.
Schwartz & Associates LLC 401(K) Profit Sharing Plan-3$422,282$20,898$6,966iApproximate average salary by contribution assumption: employee only about $174,150 at 4% or $116,100 at 6%; with 50% employer match about $116,100 at 4% or $77,400 at 6%; with 100% employer match about $87,075 at 4% or $58,050 at 6%.
201113$366,076$51,483$17,161iApproximate average salary by contribution assumption: employee only about $429,025 at 4% or $286,017 at 6%; with 50% employer match about $286,017 at 4% or $190,678 at 6%; with 100% employer match about $214,513 at 4% or $143,008 at 6%.
Schwartz & Associates LLC 401(K) Profit Sharing Plan-3$366,076$51,483$17,161iApproximate average salary by contribution assumption: employee only about $429,025 at 4% or $286,017 at 6%; with 50% employer match about $286,017 at 4% or $190,678 at 6%; with 100% employer match about $214,513 at 4% or $143,008 at 6%.
201012$316,991$71,924$35,962iApproximate average salary by contribution assumption: employee only about $899,050 at 4% or $599,367 at 6%; with 50% employer match about $599,367 at 4% or $399,578 at 6%; with 100% employer match about $449,525 at 4% or $299,683 at 6%.
Schwartz & Associates LLC 401(K) Profit Sharing Plan-2$316,991$71,924$35,962iApproximate average salary by contribution assumption: employee only about $899,050 at 4% or $599,367 at 6%; with 50% employer match about $599,367 at 4% or $399,578 at 6%; with 100% employer match about $449,525 at 4% or $299,683 at 6%.
200913$280,251$50,641$16,880iApproximate average salary by contribution assumption: employee only about $422,008 at 4% or $281,339 at 6%; with 50% employer match about $281,339 at 4% or $187,559 at 6%; with 100% employer match about $211,004 at 4% or $140,669 at 6%.
Schwartz & Associates LLC 401(K) Profit Sharing Plan-3$280,251$50,641$16,880iApproximate average salary by contribution assumption: employee only about $422,008 at 4% or $281,339 at 6%; with 50% employer match about $281,339 at 4% or $187,559 at 6%; with 100% employer match about $211,004 at 4% or $140,669 at 6%.
200813$231,129$54,329$18,110iApproximate average salary by contribution assumption: employee only about $452,742 at 4% or $301,828 at 6%; with 50% employer match about $301,828 at 4% or $201,219 at 6%; with 100% employer match about $226,371 at 4% or $150,914 at 6%.
Schwartz & Associates LLC 401(K) Profit Sharing Plan-3$231,129$54,329$18,110iApproximate average salary by contribution assumption: employee only about $452,742 at 4% or $301,828 at 6%; with 50% employer match about $301,828 at 4% or $201,219 at 6%; with 100% employer match about $226,371 at 4% or $150,914 at 6%.
200712$0$0-
Schwartz & Associates LLC 401(K) Profit Sharing Plan-2---
200612$134,339$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Schwartz & Associates LLC 401(K) Profit Sharing Plan-2$134,339$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
200513$95,093$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Schwartz & Associates LLC 401(K) Profit Sharing Plan-3$95,093$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200413$38,426$26,818$8,939iApproximate average salary by contribution assumption: employee only about $223,483 at 4% or $148,989 at 6%; with 50% employer match about $148,989 at 4% or $99,326 at 6%; with 100% employer match about $111,742 at 4% or $74,494 at 6%.
Schwartz & Associates LLC 401(K) Profit Sharing Plan-3$38,426$26,818$8,939iApproximate average salary by contribution assumption: employee only about $223,483 at 4% or $148,989 at 6%; with 50% employer match about $148,989 at 4% or $99,326 at 6%; with 100% employer match about $111,742 at 4% or $74,494 at 6%.