Civic Intelligence

David M. Schwartz, O.D. PC.

Plan context: David M. Schwartz, O.D. PC. Profit Sharing Plan

EIN 23-2341949 • Newtown, PA • 12 filings • 1 plans

104 Pheasant RunSuite 114Newtown, PA 18940
Current Snapshot

Latest Year

2011

2011 Participants

8

2011 Assets

$262,861

2011 Contributions

$51,274

Historical Graphs

Total Assets Over Time

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

$263,940$131,970$0200020062010YearValue
$262,861Latest year 2010

Participants Over Time

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

950200020052010YearValue
8Latest year 2010

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
201110$0$0-
David M. Schwartz, O.D. PC. Profit Sharing Plan-0$0$0-
201018$262,861$0-
David M. Schwartz, O.D. PC. Profit Sharing Plan-8$262,861$0-
200916$227,107$0-
David M. Schwartz, O.D. PC. Profit Sharing Plan-6$227,107$0-
200817$184,833$0-
David M. Schwartz, O.D. PC. Profit Sharing Plan-7$184,833--
200719$0$0-
David M. Schwartz, O.D. PC. Profit Sharing Plan-9---
200619$263,940$51,274$5,697iApproximate average salary by contribution assumption: employee only about $142,428 at 4% or $94,952 at 6%; with 50% employer match about $94,952 at 4% or $63,301 at 6%; with 100% employer match about $71,214 at 4% or $47,476 at 6%.
David M. Schwartz, O.D. PC. Profit Sharing Plan-9$263,940$51,274$5,697iApproximate average salary by contribution assumption: employee only about $142,428 at 4% or $94,952 at 6%; with 50% employer match about $94,952 at 4% or $63,301 at 6%; with 100% employer match about $71,214 at 4% or $47,476 at 6%.
200516$178,564$52,869$8,812iApproximate average salary by contribution assumption: employee only about $220,288 at 4% or $146,858 at 6%; with 50% employer match about $146,858 at 4% or $97,906 at 6%; with 100% employer match about $110,144 at 4% or $73,429 at 6%.
David M. Schwartz, O.D. PC. Profit Sharing Plan-6$178,564$52,869$8,812iApproximate average salary by contribution assumption: employee only about $220,288 at 4% or $146,858 at 6%; with 50% employer match about $146,858 at 4% or $97,906 at 6%; with 100% employer match about $110,144 at 4% or $73,429 at 6%.
200416$122,696$0-
David M. Schwartz, O.D. PC. Profit Sharing Plan-6$122,696--
200316$0$0-
David M. Schwartz, O.D. PC. Profit Sharing Plan-6---
200215$0$0-
David M. Schwartz, O.D. PC. Profit Sharing Plan-5---
200115$0$0-
David M. Schwartz, O.D. PC. Profit Sharing Plan-5---
200015$15,000$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
David M. Schwartz, O.D. PC. Profit Sharing Plan-5$15,000$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.