Civic Intelligence

Schwartz Benefits Services Inc.

Plan context: Schwartz Benefits Services Inc. Profit Sharing and 401(K) Plan

EIN 36-3156507 • Chicago, IL • 17 filings • 2 plans

500 West Madison Street 32nd FloorChicago, IL 60661
Current Snapshot

Latest Year

2024

2024 Participants

35

2024 Assets

$5,609,466

2024 Contributions

$266,177

Historical Graphs

Total Assets Over Time

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

$7,259,804$3,629,902$0200220182024YearValue
$5,609,466Latest year 2024

Participants Over Time

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

48240200120172024YearValue
35Latest year 2024

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
2024135$5,609,466$266,177$7,605iApproximate average salary by contribution assumption: employee only about $190,126 at 4% or $126,751 at 6%; with 50% employer match about $126,751 at 4% or $84,501 at 6%; with 100% employer match about $95,063 at 4% or $63,375 at 6%.
Schwartz Benefits Services Inc. Profit Sharing and 401(K) Plan-35$5,609,466$266,177$7,605iApproximate average salary by contribution assumption: employee only about $190,126 at 4% or $126,751 at 6%; with 50% employer match about $126,751 at 4% or $84,501 at 6%; with 100% employer match about $95,063 at 4% or $63,375 at 6%.
2023142$5,861,112$373,788$8,900iApproximate average salary by contribution assumption: employee only about $222,493 at 4% or $148,329 at 6%; with 50% employer match about $148,329 at 4% or $98,886 at 6%; with 100% employer match about $111,246 at 4% or $74,164 at 6%.
Schwartz Benefits Services Inc. Profit Sharing and 401(K) Plan-42$5,861,112$373,788$8,900iApproximate average salary by contribution assumption: employee only about $222,493 at 4% or $148,329 at 6%; with 50% employer match about $148,329 at 4% or $98,886 at 6%; with 100% employer match about $111,246 at 4% or $74,164 at 6%.
2022137$5,422,300$264,756$7,156iApproximate average salary by contribution assumption: employee only about $178,889 at 4% or $119,259 at 6%; with 50% employer match about $119,259 at 4% or $79,506 at 6%; with 100% employer match about $89,445 at 4% or $59,630 at 6%.
Schwartz Benefits Services Inc. Profit Sharing and 401(K) Plan-37$5,422,300$264,756$7,156iApproximate average salary by contribution assumption: employee only about $178,889 at 4% or $119,259 at 6%; with 50% employer match about $119,259 at 4% or $79,506 at 6%; with 100% employer match about $89,445 at 4% or $59,630 at 6%.
2021140$6,208,285$271,368$6,784iApproximate average salary by contribution assumption: employee only about $169,605 at 4% or $113,070 at 6%; with 50% employer match about $113,070 at 4% or $75,380 at 6%; with 100% employer match about $84,803 at 4% or $56,535 at 6%.
Schwartz Benefits Services Inc. Profit Sharing and 401(K) Plan-40$6,208,285$271,368$6,784iApproximate average salary by contribution assumption: employee only about $169,605 at 4% or $113,070 at 6%; with 50% employer match about $113,070 at 4% or $75,380 at 6%; with 100% employer match about $84,803 at 4% or $56,535 at 6%.
2020140$7,259,804$252,076$6,302iApproximate average salary by contribution assumption: employee only about $157,548 at 4% or $105,032 at 6%; with 50% employer match about $105,032 at 4% or $70,021 at 6%; with 100% employer match about $78,774 at 4% or $52,516 at 6%.
Schwartz Benefits Services Inc. Profit Sharing and 401(K) Plan-40$7,259,804$252,076$6,302iApproximate average salary by contribution assumption: employee only about $157,548 at 4% or $105,032 at 6%; with 50% employer match about $105,032 at 4% or $70,021 at 6%; with 100% employer match about $78,774 at 4% or $52,516 at 6%.
2019139$6,603,398$189,157$4,850iApproximate average salary by contribution assumption: employee only about $121,254 at 4% or $80,836 at 6%; with 50% employer match about $80,836 at 4% or $53,891 at 6%; with 100% employer match about $60,627 at 4% or $40,418 at 6%.
Schwartz Benefits Services Inc. Profit Sharing and 401(K) Plan-39$6,603,398$189,157$4,850iApproximate average salary by contribution assumption: employee only about $121,254 at 4% or $80,836 at 6%; with 50% employer match about $80,836 at 4% or $53,891 at 6%; with 100% employer match about $60,627 at 4% or $40,418 at 6%.
2018137$5,541,903$208,497$5,635iApproximate average salary by contribution assumption: employee only about $140,876 at 4% or $93,918 at 6%; with 50% employer match about $93,918 at 4% or $62,612 at 6%; with 100% employer match about $70,438 at 4% or $46,959 at 6%.
Schwartz Benefits Services Inc. Profit Sharing and 401(K) Plan-37$5,541,903$208,497$5,635iApproximate average salary by contribution assumption: employee only about $140,876 at 4% or $93,918 at 6%; with 50% employer match about $93,918 at 4% or $62,612 at 6%; with 100% employer match about $70,438 at 4% or $46,959 at 6%.
2017136$6,009,799$194,960$5,416iApproximate average salary by contribution assumption: employee only about $135,389 at 4% or $90,259 at 6%; with 50% employer match about $90,259 at 4% or $60,173 at 6%; with 100% employer match about $67,694 at 4% or $45,130 at 6%.
Schwartz Benefits Services Inc. Profit Sharing and 401(K) Plan-36$6,009,799$194,960$5,416iApproximate average salary by contribution assumption: employee only about $135,389 at 4% or $90,259 at 6%; with 50% employer match about $90,259 at 4% or $60,173 at 6%; with 100% employer match about $67,694 at 4% or $45,130 at 6%.
2016138$5,287,655$206,744$5,441iApproximate average salary by contribution assumption: employee only about $136,016 at 4% or $90,677 at 6%; with 50% employer match about $90,677 at 4% or $60,451 at 6%; with 100% employer match about $68,008 at 4% or $45,339 at 6%.
Schwartz Benefits Services Inc. Profit Sharing and 401(K) Plan-38$5,287,655$206,744$5,441iApproximate average salary by contribution assumption: employee only about $136,016 at 4% or $90,677 at 6%; with 50% employer match about $90,677 at 4% or $60,451 at 6%; with 100% employer match about $68,008 at 4% or $45,339 at 6%.
2015138$5,169,004$130,056$3,423iApproximate average salary by contribution assumption: employee only about $85,563 at 4% or $57,042 at 6%; with 50% employer match about $57,042 at 4% or $38,028 at 6%; with 100% employer match about $42,782 at 4% or $28,521 at 6%.
Schwartz Benefits Services Inc. Profit Sharing and 401(K) Plan-38$5,169,004$130,056$3,423iApproximate average salary by contribution assumption: employee only about $85,563 at 4% or $57,042 at 6%; with 50% employer match about $57,042 at 4% or $38,028 at 6%; with 100% employer match about $42,782 at 4% or $28,521 at 6%.
2014148$6,450,671$196,017$4,084iApproximate average salary by contribution assumption: employee only about $102,092 at 4% or $68,061 at 6%; with 50% employer match about $68,061 at 4% or $45,374 at 6%; with 100% employer match about $51,046 at 4% or $34,031 at 6%.
Schwartz Benefits Services Inc. Profit Sharing and 401(K) Plan-48$6,450,671$196,017$4,084iApproximate average salary by contribution assumption: employee only about $102,092 at 4% or $68,061 at 6%; with 50% employer match about $68,061 at 4% or $45,374 at 6%; with 100% employer match about $51,046 at 4% or $34,031 at 6%.
200510$0$18,926-
Schwartz Benefits Services Inc. Profit Sharing and 401(K) Plan-0-$18,926-
2004110$485,516$109,549$10,955iApproximate average salary by contribution assumption: employee only about $273,873 at 4% or $182,582 at 6%; with 50% employer match about $182,582 at 4% or $121,721 at 6%; with 100% employer match about $136,936 at 4% or $91,291 at 6%.
Schwartz Benefits Services Inc. Profit Sharing and 401(K) Plan-10$485,516$109,549$10,955iApproximate average salary by contribution assumption: employee only about $273,873 at 4% or $182,582 at 6%; with 50% employer match about $182,582 at 4% or $121,721 at 6%; with 100% employer match about $136,936 at 4% or $91,291 at 6%.
2003110$343,207$76,072$7,607iApproximate average salary by contribution assumption: employee only about $190,180 at 4% or $126,787 at 6%; with 50% employer match about $126,787 at 4% or $84,524 at 6%; with 100% employer match about $95,090 at 4% or $63,393 at 6%.
Schwartz Benefits Services Inc. Profit Sharing and 401(K) Plan-10$343,207$76,072$7,607iApproximate average salary by contribution assumption: employee only about $190,180 at 4% or $126,787 at 6%; with 50% employer match about $126,787 at 4% or $84,524 at 6%; with 100% employer match about $95,090 at 4% or $63,393 at 6%.
2002111$250,957$69,757$6,342iApproximate average salary by contribution assumption: employee only about $158,539 at 4% or $105,692 at 6%; with 50% employer match about $105,692 at 4% or $70,462 at 6%; with 100% employer match about $79,269 at 4% or $52,846 at 6%.
Schwartz Benefits Services Inc. Profit Sharing and 401(K) Plan-11$250,957$69,757$6,342iApproximate average salary by contribution assumption: employee only about $158,539 at 4% or $105,692 at 6%; with 50% employer match about $105,692 at 4% or $70,462 at 6%; with 100% employer match about $79,269 at 4% or $52,846 at 6%.
200119$0$0-
Schwartz Benefits Services Inc. Profit Sharing and 401(K) Plan-9---
200010$0$0-
Schwartz Benefits Services Inc. Profit Sharing and 401(K) Plan-0---