Civic Intelligence

Zarwin & Baum PC.

Plan context: Zarwin, Baum, Devito, Kaplan, Schaer & Toddy PC. 401(K) Profit Sharing Plan

EIN 23-1879577 • Philadelphia, PA • 27 filings • 4 plans

1818 Market Street13th FloorPhiladelphia, PA 19103
Current Snapshot

Latest Year

2024

2024 Participants

93

2024 Assets

$24,999,266

2024 Contributions

$1,218,207

Historical Graphs

Total Assets Over Time

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

$24,999,266$12,499,633$0199920122024YearValue
$24,999,266Latest year 2024

Participants Over Time

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

117590199920122024YearValue
93Latest 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
2024193$24,999,266$1,218,207$13,099iApproximate average salary by contribution assumption: employee only about $327,475 at 4% or $218,317 at 6%; with 50% employer match about $218,317 at 4% or $145,544 at 6%; with 100% employer match about $163,738 at 4% or $109,158 at 6%.
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy PC. 401(K) Profit Sharing Plan-93$24,999,266$1,218,207$13,099iApproximate average salary by contribution assumption: employee only about $327,475 at 4% or $218,317 at 6%; with 50% employer match about $218,317 at 4% or $145,544 at 6%; with 100% employer match about $163,738 at 4% or $109,158 at 6%.
2023192$21,238,563$1,117,192$12,143iApproximate average salary by contribution assumption: employee only about $303,585 at 4% or $202,390 at 6%; with 50% employer match about $202,390 at 4% or $134,927 at 6%; with 100% employer match about $151,792 at 4% or $101,195 at 6%.
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy PC. 401(K) Profit Sharing Plan-92$21,238,563$1,117,192$12,143iApproximate average salary by contribution assumption: employee only about $303,585 at 4% or $202,390 at 6%; with 50% employer match about $202,390 at 4% or $134,927 at 6%; with 100% employer match about $151,792 at 4% or $101,195 at 6%.
2022195$17,844,382$1,034,466$10,889iApproximate average salary by contribution assumption: employee only about $272,228 at 4% or $181,485 at 6%; with 50% employer match about $181,485 at 4% or $120,990 at 6%; with 100% employer match about $136,114 at 4% or $90,743 at 6%.
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy PC. 401(K) Profit Sharing Plan-95$17,844,382$1,034,466$10,889iApproximate average salary by contribution assumption: employee only about $272,228 at 4% or $181,485 at 6%; with 50% employer match about $181,485 at 4% or $120,990 at 6%; with 100% employer match about $136,114 at 4% or $90,743 at 6%.
2021190$21,416,295$1,152,505$12,806iApproximate average salary by contribution assumption: employee only about $320,140 at 4% or $213,427 at 6%; with 50% employer match about $213,427 at 4% or $142,285 at 6%; with 100% employer match about $160,070 at 4% or $106,713 at 6%.
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy PC. 401(K) Profit Sharing Plan-90$21,416,295$1,152,505$12,806iApproximate average salary by contribution assumption: employee only about $320,140 at 4% or $213,427 at 6%; with 50% employer match about $213,427 at 4% or $142,285 at 6%; with 100% employer match about $160,070 at 4% or $106,713 at 6%.
2020188$18,380,173$822,657$9,348iApproximate average salary by contribution assumption: employee only about $233,709 at 4% or $155,806 at 6%; with 50% employer match about $155,806 at 4% or $103,871 at 6%; with 100% employer match about $116,855 at 4% or $77,903 at 6%.
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy PC. 401(K) Profit Sharing Plan-88$18,380,173$822,657$9,348iApproximate average salary by contribution assumption: employee only about $233,709 at 4% or $155,806 at 6%; with 50% employer match about $155,806 at 4% or $103,871 at 6%; with 100% employer match about $116,855 at 4% or $77,903 at 6%.
2019189$15,440,638$782,619$8,793iApproximate average salary by contribution assumption: employee only about $219,837 at 4% or $146,558 at 6%; with 50% employer match about $146,558 at 4% or $97,705 at 6%; with 100% employer match about $109,918 at 4% or $73,279 at 6%.
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy PC. 401(K) Profit Sharing Plan-89$15,440,638$782,619$8,793iApproximate average salary by contribution assumption: employee only about $219,837 at 4% or $146,558 at 6%; with 50% employer match about $146,558 at 4% or $97,705 at 6%; with 100% employer match about $109,918 at 4% or $73,279 at 6%.
2018179$12,257,752$742,818$9,403iApproximate average salary by contribution assumption: employee only about $235,069 at 4% or $156,713 at 6%; with 50% employer match about $156,713 at 4% or $104,475 at 6%; with 100% employer match about $117,534 at 4% or $78,356 at 6%.
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy PC. 401(K) Profit Sharing Plan-79$12,257,752$742,818$9,403iApproximate average salary by contribution assumption: employee only about $235,069 at 4% or $156,713 at 6%; with 50% employer match about $156,713 at 4% or $104,475 at 6%; with 100% employer match about $117,534 at 4% or $78,356 at 6%.
2017186$13,195,745$779,963$9,069iApproximate average salary by contribution assumption: employee only about $226,733 at 4% or $151,156 at 6%; with 50% employer match about $151,156 at 4% or $100,770 at 6%; with 100% employer match about $113,367 at 4% or $75,578 at 6%.
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy PC. 401(K) Profit Sharing Plan-86$13,195,745$779,963$9,069iApproximate average salary by contribution assumption: employee only about $226,733 at 4% or $151,156 at 6%; with 50% employer match about $151,156 at 4% or $100,770 at 6%; with 100% employer match about $113,367 at 4% or $75,578 at 6%.
2016186$10,871,935$706,902$8,220iApproximate average salary by contribution assumption: employee only about $205,495 at 4% or $136,997 at 6%; with 50% employer match about $136,997 at 4% or $91,331 at 6%; with 100% employer match about $102,747 at 4% or $68,498 at 6%.
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy PC. 401(K) Profit Sharing Plan-86$10,871,935$706,902$8,220iApproximate average salary by contribution assumption: employee only about $205,495 at 4% or $136,997 at 6%; with 50% employer match about $136,997 at 4% or $91,331 at 6%; with 100% employer match about $102,747 at 4% or $68,498 at 6%.
2015188$9,862,405$728,579$8,279iApproximate average salary by contribution assumption: employee only about $206,983 at 4% or $137,988 at 6%; with 50% employer match about $137,988 at 4% or $91,992 at 6%; with 100% employer match about $103,491 at 4% or $68,994 at 6%.
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy PC. 401(K) Profit Sharing Plan-88$9,862,405$728,579$8,279iApproximate average salary by contribution assumption: employee only about $206,983 at 4% or $137,988 at 6%; with 50% employer match about $137,988 at 4% or $91,992 at 6%; with 100% employer match about $103,491 at 4% or $68,994 at 6%.
20141117$9,628,874$727,092$6,214iApproximate average salary by contribution assumption: employee only about $155,362 at 4% or $103,574 at 6%; with 50% employer match about $103,574 at 4% or $69,050 at 6%; with 100% employer match about $77,681 at 4% or $51,787 at 6%.
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy PC. 401(K) Profit Sharing Plan-117$9,628,874$727,092$6,214iApproximate average salary by contribution assumption: employee only about $155,362 at 4% or $103,574 at 6%; with 50% employer match about $103,574 at 4% or $69,050 at 6%; with 100% employer match about $77,681 at 4% or $51,787 at 6%.
20131108$8,528,520$609,124$5,640iApproximate average salary by contribution assumption: employee only about $141,001 at 4% or $94,001 at 6%; with 50% employer match about $94,001 at 4% or $62,667 at 6%; with 100% employer match about $70,500 at 4% or $47,000 at 6%.
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy PC. 401(K) Profit Sharing Plan-108$8,528,520$609,124$5,640iApproximate average salary by contribution assumption: employee only about $141,001 at 4% or $94,001 at 6%; with 50% employer match about $94,001 at 4% or $62,667 at 6%; with 100% employer match about $70,500 at 4% or $47,000 at 6%.
20121101$6,828,397$613,954$6,079iApproximate average salary by contribution assumption: employee only about $151,969 at 4% or $101,313 at 6%; with 50% employer match about $101,313 at 4% or $67,542 at 6%; with 100% employer match about $75,984 at 4% or $50,656 at 6%.
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy PC. 401(K) Profit Sharing Plan-101$6,828,397$613,954$6,079iApproximate average salary by contribution assumption: employee only about $151,969 at 4% or $101,313 at 6%; with 50% employer match about $101,313 at 4% or $67,542 at 6%; with 100% employer match about $75,984 at 4% or $50,656 at 6%.
20111106$5,829,193$615,219$5,804iApproximate average salary by contribution assumption: employee only about $145,099 at 4% or $96,733 at 6%; with 50% employer match about $96,733 at 4% or $64,488 at 6%; with 100% employer match about $72,549 at 4% or $48,366 at 6%.
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy PC. 401(K) Profit Sharing Plan-106$5,829,193$615,219$5,804iApproximate average salary by contribution assumption: employee only about $145,099 at 4% or $96,733 at 6%; with 50% employer match about $96,733 at 4% or $64,488 at 6%; with 100% employer match about $72,549 at 4% or $48,366 at 6%.
2010194$5,535,701$510,110$5,427iApproximate average salary by contribution assumption: employee only about $135,668 at 4% or $90,445 at 6%; with 50% employer match about $90,445 at 4% or $60,297 at 6%; with 100% employer match about $67,834 at 4% or $45,223 at 6%.
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy PC. 401(K) Profit Sharing Plan-94$5,535,701$510,110$5,427iApproximate average salary by contribution assumption: employee only about $135,668 at 4% or $90,445 at 6%; with 50% employer match about $90,445 at 4% or $60,297 at 6%; with 100% employer match about $67,834 at 4% or $45,223 at 6%.
2009194$4,569,481$593,105$6,310iApproximate average salary by contribution assumption: employee only about $157,741 at 4% or $105,160 at 6%; with 50% employer match about $105,160 at 4% or $70,107 at 6%; with 100% employer match about $78,870 at 4% or $52,580 at 6%.
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy PC. 401(K) Profit Sharing Plan-94$4,569,481$593,105$6,310iApproximate average salary by contribution assumption: employee only about $157,741 at 4% or $105,160 at 6%; with 50% employer match about $105,160 at 4% or $70,107 at 6%; with 100% employer match about $78,870 at 4% or $52,580 at 6%.
2008165$3,110,998$513,170$7,895iApproximate average salary by contribution assumption: employee only about $197,373 at 4% or $131,582 at 6%; with 50% employer match about $131,582 at 4% or $87,721 at 6%; with 100% employer match about $98,687 at 4% or $65,791 at 6%.
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy PC. 401(K) Profit Sharing Plan-65$3,110,998$513,170$7,895iApproximate average salary by contribution assumption: employee only about $197,373 at 4% or $131,582 at 6%; with 50% employer match about $131,582 at 4% or $87,721 at 6%; with 100% employer match about $98,687 at 4% or $65,791 at 6%.
2007126$0$0-
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy PC. 401(K) Profit Sharing Plan-26---
2006153$3,480,318$369,672$6,975iApproximate average salary by contribution assumption: employee only about $174,374 at 4% or $116,249 at 6%; with 50% employer match about $116,249 at 4% or $77,499 at 6%; with 100% employer match about $87,187 at 4% or $58,125 at 6%.
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy PC. 401(K) Profit Sharing Plan-53$3,480,318$369,672$6,975iApproximate average salary by contribution assumption: employee only about $174,374 at 4% or $116,249 at 6%; with 50% employer match about $116,249 at 4% or $77,499 at 6%; with 100% employer match about $87,187 at 4% or $58,125 at 6%.
2005148$2,868,455$285,829$5,955iApproximate average salary by contribution assumption: employee only about $148,869 at 4% or $99,246 at 6%; with 50% employer match about $99,246 at 4% or $66,164 at 6%; with 100% employer match about $74,435 at 4% or $49,623 at 6%.
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy PC. 401(K) Profit Sharing Plan-48$2,868,455$285,829$5,955iApproximate average salary by contribution assumption: employee only about $148,869 at 4% or $99,246 at 6%; with 50% employer match about $99,246 at 4% or $66,164 at 6%; with 100% employer match about $74,435 at 4% or $49,623 at 6%.
2004152$2,470,092$275,734$5,303iApproximate average salary by contribution assumption: employee only about $132,564 at 4% or $88,376 at 6%; with 50% employer match about $88,376 at 4% or $58,918 at 6%; with 100% employer match about $66,282 at 4% or $44,188 at 6%.
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy PC. 401(K) Profit Sharing Plan-52$2,470,092$275,734$5,303iApproximate average salary by contribution assumption: employee only about $132,564 at 4% or $88,376 at 6%; with 50% employer match about $88,376 at 4% or $58,918 at 6%; with 100% employer match about $66,282 at 4% or $44,188 at 6%.
2003241$2,001,235$145,074$3,538iApproximate average salary by contribution assumption: employee only about $88,460 at 4% or $58,973 at 6%; with 50% employer match about $58,973 at 4% or $39,315 at 6%; with 100% employer match about $44,230 at 4% or $29,487 at 6%.
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy PC. 401(K) Profit Sharing Plan-41$2,001,235$110,074$2,685iApproximate average salary by contribution assumption: employee only about $67,118 at 4% or $44,746 at 6%; with 50% employer match about $44,746 at 4% or $29,830 at 6%; with 100% employer match about $33,559 at 4% or $22,373 at 6%.
Zarwin & Baum PC. Profit Sharing Plan-0-$35,000-
2002134$2,088,417$172,668$5,078iApproximate average salary by contribution assumption: employee only about $126,962 at 4% or $84,641 at 6%; with 50% employer match about $84,641 at 4% or $56,427 at 6%; with 100% employer match about $63,481 at 4% or $42,321 at 6%.
Zarwin & Baum PC. Profit Sharing Plan-34$2,088,417$172,668$5,078iApproximate average salary by contribution assumption: employee only about $126,962 at 4% or $84,641 at 6%; with 50% employer match about $84,641 at 4% or $56,427 at 6%; with 100% employer match about $63,481 at 4% or $42,321 at 6%.
2001135$2,724,273$40,000$1,143iApproximate average salary by contribution assumption: employee only about $28,571 at 4% or $19,048 at 6%; with 50% employer match about $19,048 at 4% or $12,698 at 6%; with 100% employer match about $14,286 at 4% or $9,524 at 6%.
Zarwin & Baum PC. Profit Sharing Plan-35$2,724,273$40,000$1,143iApproximate average salary by contribution assumption: employee only about $28,571 at 4% or $19,048 at 6%; with 50% employer match about $19,048 at 4% or $12,698 at 6%; with 100% employer match about $14,286 at 4% or $9,524 at 6%.
2000133$3,208,856$130,875$3,966iApproximate average salary by contribution assumption: employee only about $99,148 at 4% or $66,098 at 6%; with 50% employer match about $66,098 at 4% or $44,066 at 6%; with 100% employer match about $49,574 at 4% or $33,049 at 6%.
Zarwin & Baum PC. Profit Sharing Plan-33$3,208,856$130,875$3,966iApproximate average salary by contribution assumption: employee only about $99,148 at 4% or $66,098 at 6%; with 50% employer match about $66,098 at 4% or $44,066 at 6%; with 100% employer match about $49,574 at 4% or $33,049 at 6%.
1999132$3,590,987$30,000$938iApproximate average salary by contribution assumption: employee only about $23,438 at 4% or $15,625 at 6%; with 50% employer match about $15,625 at 4% or $10,417 at 6%; with 100% employer match about $11,719 at 4% or $7,813 at 6%.
Zarwin & Baum PC. Profit Sharing Plan-32$3,590,987$30,000$938iApproximate average salary by contribution assumption: employee only about $23,438 at 4% or $15,625 at 6%; with 50% employer match about $15,625 at 4% or $10,417 at 6%; with 100% employer match about $11,719 at 4% or $7,813 at 6%.