Civic Intelligence

Schwartz Financial Services Inc

Plan context: Schwartz Financial Services Inc. Profit Sharing Plan

EIN 36-3275368 • 6 filings • 2 plans

Current Snapshot

Latest Year

2001

2001 Participants

1

2001 Assets

$501,892

2001 Contributions

$52,900

Historical Graphs

Total Assets Over Time

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

$501,892$250,946$01999YearValue
$501,892Latest year 1999

Participants Over Time

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

210199920002001YearValue
1Latest year 2001

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
200121$0$0-
Schwartz Financial Services Inc. Profit Sharing Plan-1---
Schwartz Financial Services Inc Money Purchase Plan-0---
200022$0$0-
Schwartz Financial Services Inc. Profit Sharing Plan-2---
Schwartz Financial Services Inc Money Purchase Plan-2---
199922$501,892$52,900$26,450iApproximate average salary by contribution assumption: employee only about $661,250 at 4% or $440,833 at 6%; with 50% employer match about $440,833 at 4% or $293,889 at 6%; with 100% employer match about $330,625 at 4% or $220,417 at 6%.
Schwartz Financial Services Inc. Profit Sharing Plan-2$441,749$27,740$13,870iApproximate average salary by contribution assumption: employee only about $346,750 at 4% or $231,167 at 6%; with 50% employer match about $231,167 at 4% or $154,111 at 6%; with 100% employer match about $173,375 at 4% or $115,583 at 6%.
Schwartz Financial Services Inc Money Purchase Plan-2$60,143$25,160$12,580iApproximate average salary by contribution assumption: employee only about $314,500 at 4% or $209,667 at 6%; with 50% employer match about $209,667 at 4% or $139,778 at 6%; with 100% employer match about $157,250 at 4% or $104,833 at 6%.