Shvarts & Leiz LLP
Plan context: Shvarts Leiz LLP 401 K Profit Sharing Plan Trust
EIN 27-5197762 • San Jose, CA • 6 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
3
2019 Assets
$537,336
2019 Contributions
$64,054
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $64,054 | - |
| Shvarts Leiz LLP 401 K Profit Sharing Plan Trust | - | 0 | $0 | $64,054 | - |
| 2017 | 1 | 3 | $537,336 | $112,208 | $37,403iApproximate average salary by contribution assumption: employee only about $935,067 at 4% or $623,378 at 6%; with 50% employer match about $623,378 at 4% or $415,585 at 6%; with 100% employer match about $467,533 at 4% or $311,689 at 6%. |
| Shvarts Leiz LLP 401 K Profit Sharing Plan Trust | - | 3 | $537,336 | $112,208 | $37,403iApproximate average salary by contribution assumption: employee only about $935,067 at 4% or $623,378 at 6%; with 50% employer match about $623,378 at 4% or $415,585 at 6%; with 100% employer match about $467,533 at 4% or $311,689 at 6%. |
| 2016 | 1 | 7 | $412,520 | $116,501 | $16,643iApproximate average salary by contribution assumption: employee only about $416,075 at 4% or $277,383 at 6%; with 50% employer match about $277,383 at 4% or $184,922 at 6%; with 100% employer match about $208,038 at 4% or $138,692 at 6%. |
| Shvarts Leiz LLP 401 K Profit Sharing Plan Trust | - | 7 | $412,520 | $116,501 | $16,643iApproximate average salary by contribution assumption: employee only about $416,075 at 4% or $277,383 at 6%; with 50% employer match about $277,383 at 4% or $184,922 at 6%; with 100% employer match about $208,038 at 4% or $138,692 at 6%. |
| 2015 | 1 | 6 | $241,838 | $114,889 | $19,148iApproximate average salary by contribution assumption: employee only about $478,704 at 4% or $319,136 at 6%; with 50% employer match about $319,136 at 4% or $212,757 at 6%; with 100% employer match about $239,352 at 4% or $159,568 at 6%. |
| Shvarts Leiz LLP 401 K Profit Sharing Plan Trust | - | 6 | $241,838 | $114,889 | $19,148iApproximate average salary by contribution assumption: employee only about $478,704 at 4% or $319,136 at 6%; with 50% employer match about $319,136 at 4% or $212,757 at 6%; with 100% employer match about $239,352 at 4% or $159,568 at 6%. |
| 2014 | 1 | 5 | $145,782 | $108,314 | $21,663iApproximate average salary by contribution assumption: employee only about $541,570 at 4% or $361,047 at 6%; with 50% employer match about $361,047 at 4% or $240,698 at 6%; with 100% employer match about $270,785 at 4% or $180,523 at 6%. |
| Shvarts Leiz LLP 401 K Profit Sharing Plan Trust | - | 5 | $145,782 | $108,314 | $21,663iApproximate average salary by contribution assumption: employee only about $541,570 at 4% or $361,047 at 6%; with 50% employer match about $361,047 at 4% or $240,698 at 6%; with 100% employer match about $270,785 at 4% or $180,523 at 6%. |
| 2013 | 1 | 4 | $36,753 | $37,167 | $9,292iApproximate average salary by contribution assumption: employee only about $232,294 at 4% or $154,863 at 6%; with 50% employer match about $154,863 at 4% or $103,242 at 6%; with 100% employer match about $116,147 at 4% or $77,431 at 6%. |
| Shvarts Leiz LLP 401 K Profit Sharing Plan Trust | - | 4 | $36,753 | $37,167 | $9,292iApproximate average salary by contribution assumption: employee only about $232,294 at 4% or $154,863 at 6%; with 50% employer match about $154,863 at 4% or $103,242 at 6%; with 100% employer match about $116,147 at 4% or $77,431 at 6%. |