C.H. Schwertner & Son Inc.
Plan context: C.H. Schwertner & Son Inc. Profit Sharing Trust
EIN 23-1268969 • West Conshohocken, PA • 26 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$12,561,737
2024 Contributions
$446,992
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 | 17 | $12,561,737 | $446,992 | $26,294iApproximate average salary by contribution assumption: employee only about $657,341 at 4% or $438,227 at 6%; with 50% employer match about $438,227 at 4% or $292,152 at 6%; with 100% employer match about $328,671 at 4% or $219,114 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 17 | $12,561,737 | $446,992 | $26,294iApproximate average salary by contribution assumption: employee only about $657,341 at 4% or $438,227 at 6%; with 50% employer match about $438,227 at 4% or $292,152 at 6%; with 100% employer match about $328,671 at 4% or $219,114 at 6%. |
| 2023 | 1 | 16 | $11,089,415 | $410,073 | $25,630iApproximate average salary by contribution assumption: employee only about $640,739 at 4% or $427,159 at 6%; with 50% employer match about $427,159 at 4% or $284,773 at 6%; with 100% employer match about $320,370 at 4% or $213,580 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 16 | $11,089,415 | $410,073 | $25,630iApproximate average salary by contribution assumption: employee only about $640,739 at 4% or $427,159 at 6%; with 50% employer match about $427,159 at 4% or $284,773 at 6%; with 100% employer match about $320,370 at 4% or $213,580 at 6%. |
| 2022 | 1 | 16 | $9,928,979 | $371,245 | $23,203iApproximate average salary by contribution assumption: employee only about $580,070 at 4% or $386,714 at 6%; with 50% employer match about $386,714 at 4% or $257,809 at 6%; with 100% employer match about $290,035 at 4% or $193,357 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 16 | $9,928,979 | $371,245 | $23,203iApproximate average salary by contribution assumption: employee only about $580,070 at 4% or $386,714 at 6%; with 50% employer match about $386,714 at 4% or $257,809 at 6%; with 100% employer match about $290,035 at 4% or $193,357 at 6%. |
| 2021 | 1 | 16 | $13,161,664 | $326,048 | $20,378iApproximate average salary by contribution assumption: employee only about $509,450 at 4% or $339,633 at 6%; with 50% employer match about $339,633 at 4% or $226,422 at 6%; with 100% employer match about $254,725 at 4% or $169,817 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 16 | $13,161,664 | $326,048 | $20,378iApproximate average salary by contribution assumption: employee only about $509,450 at 4% or $339,633 at 6%; with 50% employer match about $339,633 at 4% or $226,422 at 6%; with 100% employer match about $254,725 at 4% or $169,817 at 6%. |
| 2020 | 1 | 16 | $11,906,589 | $316,788 | $19,799iApproximate average salary by contribution assumption: employee only about $494,981 at 4% or $329,988 at 6%; with 50% employer match about $329,988 at 4% or $219,992 at 6%; with 100% employer match about $247,491 at 4% or $164,994 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 16 | $11,906,589 | $316,788 | $19,799iApproximate average salary by contribution assumption: employee only about $494,981 at 4% or $329,988 at 6%; with 50% employer match about $329,988 at 4% or $219,992 at 6%; with 100% employer match about $247,491 at 4% or $164,994 at 6%. |
| 2019 | 1 | 18 | $12,043,612 | $378,304 | $21,017iApproximate average salary by contribution assumption: employee only about $525,422 at 4% or $350,281 at 6%; with 50% employer match about $350,281 at 4% or $233,521 at 6%; with 100% employer match about $262,711 at 4% or $175,141 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 18 | $12,043,612 | $378,304 | $21,017iApproximate average salary by contribution assumption: employee only about $525,422 at 4% or $350,281 at 6%; with 50% employer match about $350,281 at 4% or $233,521 at 6%; with 100% employer match about $262,711 at 4% or $175,141 at 6%. |
| 2018 | 1 | 18 | $10,134,053 | $373,897 | $20,772iApproximate average salary by contribution assumption: employee only about $519,301 at 4% or $346,201 at 6%; with 50% employer match about $346,201 at 4% or $230,801 at 6%; with 100% employer match about $259,651 at 4% or $173,100 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 18 | $10,134,053 | $373,897 | $20,772iApproximate average salary by contribution assumption: employee only about $519,301 at 4% or $346,201 at 6%; with 50% employer match about $346,201 at 4% or $230,801 at 6%; with 100% employer match about $259,651 at 4% or $173,100 at 6%. |
| 2017 | 1 | 18 | $10,357,710 | $369,089 | $20,505iApproximate average salary by contribution assumption: employee only about $512,624 at 4% or $341,749 at 6%; with 50% employer match about $341,749 at 4% or $227,833 at 6%; with 100% employer match about $256,312 at 4% or $170,875 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 18 | $10,357,710 | $369,089 | $20,505iApproximate average salary by contribution assumption: employee only about $512,624 at 4% or $341,749 at 6%; with 50% employer match about $341,749 at 4% or $227,833 at 6%; with 100% employer match about $256,312 at 4% or $170,875 at 6%. |
| 2016 | 1 | 18 | $8,939,684 | $366,889 | $20,383iApproximate average salary by contribution assumption: employee only about $509,568 at 4% or $339,712 at 6%; with 50% employer match about $339,712 at 4% or $226,475 at 6%; with 100% employer match about $254,784 at 4% or $169,856 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 18 | $8,939,684 | $366,889 | $20,383iApproximate average salary by contribution assumption: employee only about $509,568 at 4% or $339,712 at 6%; with 50% employer match about $339,712 at 4% or $226,475 at 6%; with 100% employer match about $254,784 at 4% or $169,856 at 6%. |
| 2015 | 1 | 17 | $8,452,332 | $334,263 | $19,663iApproximate average salary by contribution assumption: employee only about $491,563 at 4% or $327,709 at 6%; with 50% employer match about $327,709 at 4% or $218,473 at 6%; with 100% employer match about $245,782 at 4% or $163,854 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 17 | $8,452,332 | $334,263 | $19,663iApproximate average salary by contribution assumption: employee only about $491,563 at 4% or $327,709 at 6%; with 50% employer match about $327,709 at 4% or $218,473 at 6%; with 100% employer match about $245,782 at 4% or $163,854 at 6%. |
| 2014 | 1 | 17 | $8,147,835 | $314,988 | $18,529iApproximate average salary by contribution assumption: employee only about $463,218 at 4% or $308,812 at 6%; with 50% employer match about $308,812 at 4% or $205,875 at 6%; with 100% employer match about $231,609 at 4% or $154,406 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 17 | $8,147,835 | $314,988 | $18,529iApproximate average salary by contribution assumption: employee only about $463,218 at 4% or $308,812 at 6%; with 50% employer match about $308,812 at 4% or $205,875 at 6%; with 100% employer match about $231,609 at 4% or $154,406 at 6%. |
| 2013 | 1 | 17 | $7,412,860 | $265,475 | $15,616iApproximate average salary by contribution assumption: employee only about $390,404 at 4% or $260,270 at 6%; with 50% employer match about $260,270 at 4% or $173,513 at 6%; with 100% employer match about $195,202 at 4% or $130,135 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 17 | $7,412,860 | $265,475 | $15,616iApproximate average salary by contribution assumption: employee only about $390,404 at 4% or $260,270 at 6%; with 50% employer match about $260,270 at 4% or $173,513 at 6%; with 100% employer match about $195,202 at 4% or $130,135 at 6%. |
| 2012 | 1 | 17 | $6,278,482 | $252,951 | $14,879iApproximate average salary by contribution assumption: employee only about $371,987 at 4% or $247,991 at 6%; with 50% employer match about $247,991 at 4% or $165,327 at 6%; with 100% employer match about $185,993 at 4% or $123,996 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 17 | $6,278,482 | $252,951 | $14,879iApproximate average salary by contribution assumption: employee only about $371,987 at 4% or $247,991 at 6%; with 50% employer match about $247,991 at 4% or $165,327 at 6%; with 100% employer match about $185,993 at 4% or $123,996 at 6%. |
| 2011 | 1 | 18 | $5,539,223 | $242,898 | $13,494iApproximate average salary by contribution assumption: employee only about $337,358 at 4% or $224,906 at 6%; with 50% employer match about $224,906 at 4% or $149,937 at 6%; with 100% employer match about $168,679 at 4% or $112,453 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 18 | $5,539,223 | $242,898 | $13,494iApproximate average salary by contribution assumption: employee only about $337,358 at 4% or $224,906 at 6%; with 50% employer match about $224,906 at 4% or $149,937 at 6%; with 100% employer match about $168,679 at 4% or $112,453 at 6%. |
| 2010 | 1 | 18 | $5,733,037 | $784,401 | $43,578iApproximate average salary by contribution assumption: employee only about $1,089,446 at 4% or $726,297 at 6%; with 50% employer match about $726,297 at 4% or $484,198 at 6%; with 100% employer match about $544,723 at 4% or $363,149 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 18 | $5,733,037 | $784,401 | $43,578iApproximate average salary by contribution assumption: employee only about $1,089,446 at 4% or $726,297 at 6%; with 50% employer match about $726,297 at 4% or $484,198 at 6%; with 100% employer match about $544,723 at 4% or $363,149 at 6%. |
| 2009 | 1 | 19 | $5,098,211 | $306,289 | $16,120iApproximate average salary by contribution assumption: employee only about $403,012 at 4% or $268,675 at 6%; with 50% employer match about $268,675 at 4% or $179,116 at 6%; with 100% employer match about $201,506 at 4% or $134,337 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 19 | $5,098,211 | $306,289 | $16,120iApproximate average salary by contribution assumption: employee only about $403,012 at 4% or $268,675 at 6%; with 50% employer match about $268,675 at 4% or $179,116 at 6%; with 100% employer match about $201,506 at 4% or $134,337 at 6%. |
| 2008 | 1 | 14 | $3,793,571 | $303,892 | $21,707iApproximate average salary by contribution assumption: employee only about $542,664 at 4% or $361,776 at 6%; with 50% employer match about $361,776 at 4% or $241,184 at 6%; with 100% employer match about $271,332 at 4% or $180,888 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 14 | $3,793,571 | $303,892 | $21,707iApproximate average salary by contribution assumption: employee only about $542,664 at 4% or $361,776 at 6%; with 50% employer match about $361,776 at 4% or $241,184 at 6%; with 100% employer match about $271,332 at 4% or $180,888 at 6%. |
| 2007 | 1 | 12 | $5,401,101 | $274,820 | $22,902iApproximate average salary by contribution assumption: employee only about $572,542 at 4% or $381,694 at 6%; with 50% employer match about $381,694 at 4% or $254,463 at 6%; with 100% employer match about $286,271 at 4% or $190,847 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 12 | $5,401,101 | $274,820 | $22,902iApproximate average salary by contribution assumption: employee only about $572,542 at 4% or $381,694 at 6%; with 50% employer match about $381,694 at 4% or $254,463 at 6%; with 100% employer match about $286,271 at 4% or $190,847 at 6%. |
| 2006 | 1 | 12 | $4,981,389 | $264,022 | $22,002iApproximate average salary by contribution assumption: employee only about $550,046 at 4% or $366,697 at 6%; with 50% employer match about $366,697 at 4% or $244,465 at 6%; with 100% employer match about $275,023 at 4% or $183,349 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 12 | $4,981,389 | $264,022 | $22,002iApproximate average salary by contribution assumption: employee only about $550,046 at 4% or $366,697 at 6%; with 50% employer match about $366,697 at 4% or $244,465 at 6%; with 100% employer match about $275,023 at 4% or $183,349 at 6%. |
| 2005 | 1 | 14 | $4,202,079 | $263,498 | $18,821iApproximate average salary by contribution assumption: employee only about $470,532 at 4% or $313,688 at 6%; with 50% employer match about $313,688 at 4% or $209,125 at 6%; with 100% employer match about $235,266 at 4% or $156,844 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 14 | $4,202,079 | $263,498 | $18,821iApproximate average salary by contribution assumption: employee only about $470,532 at 4% or $313,688 at 6%; with 50% employer match about $313,688 at 4% or $209,125 at 6%; with 100% employer match about $235,266 at 4% or $156,844 at 6%. |
| 2004 | 1 | 16 | $3,625,525 | $251,700 | $15,731iApproximate average salary by contribution assumption: employee only about $393,281 at 4% or $262,188 at 6%; with 50% employer match about $262,188 at 4% or $174,792 at 6%; with 100% employer match about $196,641 at 4% or $131,094 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 16 | $3,625,525 | $251,700 | $15,731iApproximate average salary by contribution assumption: employee only about $393,281 at 4% or $262,188 at 6%; with 50% employer match about $262,188 at 4% or $174,792 at 6%; with 100% employer match about $196,641 at 4% or $131,094 at 6%. |
| 2003 | 1 | 18 | $3,050,457 | $246,887 | $13,716iApproximate average salary by contribution assumption: employee only about $342,899 at 4% or $228,599 at 6%; with 50% employer match about $228,599 at 4% or $152,399 at 6%; with 100% employer match about $171,449 at 4% or $114,300 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 18 | $3,050,457 | $246,887 | $13,716iApproximate average salary by contribution assumption: employee only about $342,899 at 4% or $228,599 at 6%; with 50% employer match about $228,599 at 4% or $152,399 at 6%; with 100% employer match about $171,449 at 4% or $114,300 at 6%. |
| 2002 | 1 | 14 | $2,261,830 | $303,126 | $21,652iApproximate average salary by contribution assumption: employee only about $541,296 at 4% or $360,864 at 6%; with 50% employer match about $360,864 at 4% or $240,576 at 6%; with 100% employer match about $270,648 at 4% or $180,432 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 14 | $2,261,830 | $303,126 | $21,652iApproximate average salary by contribution assumption: employee only about $541,296 at 4% or $360,864 at 6%; with 50% employer match about $360,864 at 4% or $240,576 at 6%; with 100% employer match about $270,648 at 4% or $180,432 at 6%. |
| 2001 | 1 | 14 | $2,191,110 | $177,585 | $12,685iApproximate average salary by contribution assumption: employee only about $317,116 at 4% or $211,411 at 6%; with 50% employer match about $211,411 at 4% or $140,940 at 6%; with 100% employer match about $158,558 at 4% or $105,705 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 14 | $2,191,110 | $177,585 | $12,685iApproximate average salary by contribution assumption: employee only about $317,116 at 4% or $211,411 at 6%; with 50% employer match about $211,411 at 4% or $140,940 at 6%; with 100% employer match about $158,558 at 4% or $105,705 at 6%. |
| 2000 | 1 | 12 | $2,064,187 | $173,271 | $14,439iApproximate average salary by contribution assumption: employee only about $360,981 at 4% or $240,654 at 6%; with 50% employer match about $240,654 at 4% or $160,436 at 6%; with 100% employer match about $180,491 at 4% or $120,327 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 12 | $2,064,187 | $173,271 | $14,439iApproximate average salary by contribution assumption: employee only about $360,981 at 4% or $240,654 at 6%; with 50% employer match about $240,654 at 4% or $160,436 at 6%; with 100% employer match about $180,491 at 4% or $120,327 at 6%. |
| 1999 | 1 | 11 | $1,747,431 | $155,340 | $14,122iApproximate average salary by contribution assumption: employee only about $353,045 at 4% or $235,364 at 6%; with 50% employer match about $235,364 at 4% or $156,909 at 6%; with 100% employer match about $176,523 at 4% or $117,682 at 6%. |
| C.H. Schwertner & Son Inc. Profit Sharing Trust | - | 11 | $1,747,431 | $155,340 | $14,122iApproximate average salary by contribution assumption: employee only about $353,045 at 4% or $235,364 at 6%; with 50% employer match about $235,364 at 4% or $156,909 at 6%; with 100% employer match about $176,523 at 4% or $117,682 at 6%. |