Civic Intelligence

SCHOENEBERG AND ASSOCIATES

Plan context: Schoenberg & Associates Profit Sharing Plan

EIN 23-2699740 • Bala Cynwyd, PA • 18 filings • 4 plans

363 Bala AvenueBala Cynwyd, PA 19004
Current Snapshot

Latest Year

2009

2009 Participants

1

2009 Assets

$343,853

2009 Contributions

$51,858

Historical Graphs

Total Assets Over Time

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

$361,267$180,634$0200020052009YearValue
$343,853Latest year 2009

Participants Over Time

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

110200020052009YearValue
1Latest year 2009

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
200921$343,853$0-
Schoenberg & Associates Profit Sharing Plan-1$206,312--
Schoenberg & Associates Money Purchase Pension Plan-1$137,541--
200821$0$0-
Schoenberg & Associates Money Purchase Pension Plan-1---
Schoenberg & Associates Profit Sharing Plan-1---
200721$0$0-
Schoenberg & Associates Profit Sharing Plan-1---
Schoenberg & Associates Money Purchase Pension Plan-1---
200621$361,267$51,858$51,858iApproximate average salary by contribution assumption: employee only about $1,296,450 at 4% or $864,300 at 6%; with 50% employer match about $864,300 at 4% or $576,200 at 6%; with 100% employer match about $648,225 at 4% or $432,150 at 6%.
Schoenberg & Associates Profit Sharing Plan-1$216,760$31,115$31,115iApproximate average salary by contribution assumption: employee only about $777,875 at 4% or $518,583 at 6%; with 50% employer match about $518,583 at 4% or $345,722 at 6%; with 100% employer match about $388,938 at 4% or $259,292 at 6%.
Schoenberg & Associates Money Purchase Pension Plan-1$144,507$20,743$20,743iApproximate average salary by contribution assumption: employee only about $518,575 at 4% or $345,717 at 6%; with 50% employer match about $345,717 at 4% or $230,478 at 6%; with 100% employer match about $259,288 at 4% or $172,858 at 6%.
200521$297,509$0-
Schoenberg & Associates Profit Sharing Plan-1$178,505--
Schoenberg & Associates Money Purchase Pension Plan-1$119,004--
200321$236,637$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Schoenberg & Associates Profit Sharing Plan-1$141,982$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Schoenberg & Associates Money Purchase Pension Plan-1$94,655$16,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
200221$212,256$36,552$36,552iApproximate average salary by contribution assumption: employee only about $913,800 at 4% or $609,200 at 6%; with 50% employer match about $609,200 at 4% or $406,133 at 6%; with 100% employer match about $456,900 at 4% or $304,600 at 6%.
Schoenberg & Associates Profit Sharing Plan-1$127,605$21,931$21,931iApproximate average salary by contribution assumption: employee only about $548,275 at 4% or $365,517 at 6%; with 50% employer match about $365,517 at 4% or $243,678 at 6%; with 100% employer match about $274,138 at 4% or $182,758 at 6%.
Schoenberg & Associates Money Purchase Pension Plan-1$84,651$14,621$14,621iApproximate average salary by contribution assumption: employee only about $365,525 at 4% or $243,683 at 6%; with 50% employer match about $243,683 at 4% or $162,456 at 6%; with 100% employer match about $182,763 at 4% or $121,842 at 6%.
200121$0$0-
Schoenberg & Associates Profit Sharing Plan-0---
Schoenberg & Associates Money Purchase Pension Plan-1---
200021$111,494$18,000$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%.
Schoenberg & Associates Profit Sharing Plan-1$111,494$18,000$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%.
Schoenberg & Associates Money Purchase Pension Plan-1---