Civic Intelligence

Schwartz PLLC

Plan context: Schwartz PLLC 401(K) Profit Sharing Plan & Trust

EIN 33-3123398 • 1 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

20

2025 Assets

$924,049

2025 Contributions

$201,642

Historical Graphs

Total Assets Over Time

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

$924,049$462,025$02025YearValue
$924,049Latest year 2025

Participants Over Time

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

201002025YearValue
20Latest year 2025

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
2025120$924,049$201,642$10,082iApproximate average salary by contribution assumption: employee only about $252,053 at 4% or $168,035 at 6%; with 50% employer match about $168,035 at 4% or $112,023 at 6%; with 100% employer match about $126,026 at 4% or $84,018 at 6%.
Schwartz PLLC 401(K) Profit Sharing Plan & Trust-20$924,049$201,642$10,082iApproximate average salary by contribution assumption: employee only about $252,053 at 4% or $168,035 at 6%; with 50% employer match about $168,035 at 4% or $112,023 at 6%; with 100% employer match about $126,026 at 4% or $84,018 at 6%.