Civic Intelligence

Schwarz & Schwarz PC.

Plan context: Schwarz & Schwarz PC. 401(K) Profit Sharing Plan

EIN 23-1888918 • Philadelphia, PA • 14 filings • 2 plans

One Liberty Place1650 Market Street, 51st FloorPhiladelphia, PA 19103
Current Snapshot

Latest Year

2019

2019 Participants

7

2019 Assets

$1,206,919

2019 Contributions

$63,692

Historical Graphs

Total Assets Over Time

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

$1,305,584$652,792$0200020132018YearValue
$1,206,919Latest year 2018

Participants Over Time

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

740200020072018YearValue
7Latest year 2018

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
201910$0$0-
Schwarz & Schwarz PC. 401(K) Profit Sharing Plan-0$0$0-
201817$1,206,919$0-
Schwarz & Schwarz PC. 401(K) Profit Sharing Plan-7$1,206,919$0-
201717$1,305,584$63,692$9,099iApproximate average salary by contribution assumption: employee only about $227,471 at 4% or $151,648 at 6%; with 50% employer match about $151,648 at 4% or $101,098 at 6%; with 100% employer match about $113,736 at 4% or $75,824 at 6%.
Schwarz & Schwarz PC. 401(K) Profit Sharing Plan-7$1,305,584$63,692$9,099iApproximate average salary by contribution assumption: employee only about $227,471 at 4% or $151,648 at 6%; with 50% employer match about $151,648 at 4% or $101,098 at 6%; with 100% employer match about $113,736 at 4% or $75,824 at 6%.
201617$1,065,119$9,884$1,412iApproximate average salary by contribution assumption: employee only about $35,300 at 4% or $23,533 at 6%; with 50% employer match about $23,533 at 4% or $15,689 at 6%; with 100% employer match about $17,650 at 4% or $11,767 at 6%.
Schwarz & Schwarz PC. 401(K) Profit Sharing Plan-7$1,065,119$9,884$1,412iApproximate average salary by contribution assumption: employee only about $35,300 at 4% or $23,533 at 6%; with 50% employer match about $23,533 at 4% or $15,689 at 6%; with 100% employer match about $17,650 at 4% or $11,767 at 6%.
201516$975,165$840,573$140,096iApproximate average salary by contribution assumption: employee only about $3,502,388 at 4% or $2,334,925 at 6%; with 50% employer match about $2,334,925 at 4% or $1,556,617 at 6%; with 100% employer match about $1,751,194 at 4% or $1,167,463 at 6%.
Schwarz & Schwarz PC. 401(K) Profit Sharing Plan-6$975,165$840,573$140,096iApproximate average salary by contribution assumption: employee only about $3,502,388 at 4% or $2,334,925 at 6%; with 50% employer match about $2,334,925 at 4% or $1,556,617 at 6%; with 100% employer match about $1,751,194 at 4% or $1,167,463 at 6%.
201416$126,043$65,691$10,949iApproximate average salary by contribution assumption: employee only about $273,713 at 4% or $182,475 at 6%; with 50% employer match about $182,475 at 4% or $121,650 at 6%; with 100% employer match about $136,856 at 4% or $91,238 at 6%.
Schwarz & Schwarz PC. 401(K) Profit Sharing Plan-6$126,043$65,691$10,949iApproximate average salary by contribution assumption: employee only about $273,713 at 4% or $182,475 at 6%; with 50% employer match about $182,475 at 4% or $121,650 at 6%; with 100% employer match about $136,856 at 4% or $91,238 at 6%.
201315$60,352$60,352$12,070iApproximate average salary by contribution assumption: employee only about $301,760 at 4% or $201,173 at 6%; with 50% employer match about $201,173 at 4% or $134,116 at 6%; with 100% employer match about $150,880 at 4% or $100,587 at 6%.
Schwarz & Schwarz PC. 401(K) Profit Sharing Plan-5$60,352$60,352$12,070iApproximate average salary by contribution assumption: employee only about $301,760 at 4% or $201,173 at 6%; with 50% employer match about $201,173 at 4% or $134,116 at 6%; with 100% employer match about $150,880 at 4% or $100,587 at 6%.
200713$0$0-
STANLEY M. SCHWARZ, P.C. PROFIT SHARING PLAN-3---
200612$335,204$51,000$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
STANLEY M. SCHWARZ, P.C. PROFIT SHARING PLAN-2$335,204$51,000$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
200512$239,807$50,292$25,146iApproximate average salary by contribution assumption: employee only about $628,650 at 4% or $419,100 at 6%; with 50% employer match about $419,100 at 4% or $279,400 at 6%; with 100% employer match about $314,325 at 4% or $209,550 at 6%.
STANLEY M. SCHWARZ, P.C. PROFIT SHARING PLAN-2$239,807$50,292$25,146iApproximate average salary by contribution assumption: employee only about $628,650 at 4% or $419,100 at 6%; with 50% employer match about $419,100 at 4% or $279,400 at 6%; with 100% employer match about $314,325 at 4% or $209,550 at 6%.
200412$179,734$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
STANLEY M. SCHWARZ, P.C. PROFIT SHARING PLAN-2$179,734$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200213$89,422$30,335$10,112iApproximate average salary by contribution assumption: employee only about $252,792 at 4% or $168,528 at 6%; with 50% employer match about $168,528 at 4% or $112,352 at 6%; with 100% employer match about $126,396 at 4% or $84,264 at 6%.
STANLEY M. SCHWARZ, P.C. PROFIT SHARING PLAN-3$89,422$30,335$10,112iApproximate average salary by contribution assumption: employee only about $252,792 at 4% or $168,528 at 6%; with 50% employer match about $168,528 at 4% or $112,352 at 6%; with 100% employer match about $126,396 at 4% or $84,264 at 6%.
200113$0$0-
STANLEY M. SCHWARZ, P.C. PROFIT SHARING PLAN-3---
200013$55,491$0-
STANLEY M. SCHWARZ, P.C. PROFIT SHARING PLAN-3$55,491--