Robert S Schwartz
Plan context: Robert Schwartz Money Purchase
EIN 33-0134746 • San Diego, CA • 5 filings • 3 plans
Current Snapshot
Latest Year
2013
2013 Participants
1
2013 Assets
$23,209,731
2013 Contributions
$554
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 1 | $23,209,731 | $554 | $554iApproximate average salary by contribution assumption: employee only about $13,850 at 4% or $9,233 at 6%; with 50% employer match about $9,233 at 4% or $6,156 at 6%; with 100% employer match about $6,925 at 4% or $4,617 at 6%. |
| Robert Schwartz Money Purchase | - | 1 | $23,209,731 | $554 | $554iApproximate average salary by contribution assumption: employee only about $13,850 at 4% or $9,233 at 6%; with 50% employer match about $9,233 at 4% or $6,156 at 6%; with 100% employer match about $6,925 at 4% or $4,617 at 6%. |
| 2011 | 2 | 1 | $0 | $0 | - |
| Robert Schwartz Profit Sharing | - | 1 | - | - | - |
| Robert Schwartz Money Purchase | - | 1 | - | - | - |
| 2009 | 2 | 1 | $0 | $0 | - |
| Robert Schwartz Money Purchase | - | 1 | - | - | - |
| Robert Schwartz Profit Sharing | - | 1 | - | - | - |