Civic Intelligence

Schwartz, Ian A.

Plan context: Ian a. Schwartz Profit Sharing Plan

EIN 36-4342566 • Chicago, IL • 20 filings • 5 plans

2 W. Delaware Place #2607Chicago, IL 60610
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,521,312

2024 Contributions

$69,000

Historical Graphs

Total Assets Over Time

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

$2,521,312$1,260,656$0200220122024YearValue
$2,521,312Latest year 2024

Participants Over Time

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

320200220122024YearValue
2Latest 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
202412$2,521,312$69,000$34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%.
Ian a. Schwartz Profit Sharing Plan-2$2,521,312$69,000$34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%.
202011$1,824,002$57,000$57,000iApproximate average salary by contribution assumption: employee only about $1,425,000 at 4% or $950,000 at 6%; with 50% employer match about $950,000 at 4% or $633,333 at 6%; with 100% employer match about $712,500 at 4% or $475,000 at 6%.
Ian a. Schwartz Profit Sharing Plan-1$1,824,002$57,000$57,000iApproximate average salary by contribution assumption: employee only about $1,425,000 at 4% or $950,000 at 6%; with 50% employer match about $950,000 at 4% or $633,333 at 6%; with 100% employer match about $712,500 at 4% or $475,000 at 6%.
201911$1,581,075$59,375$59,375iApproximate average salary by contribution assumption: employee only about $1,484,375 at 4% or $989,583 at 6%; with 50% employer match about $989,583 at 4% or $659,722 at 6%; with 100% employer match about $742,188 at 4% or $494,792 at 6%.
Ian a. Schwartz Profit Sharing Plan-1$1,581,075$59,375$59,375iApproximate average salary by contribution assumption: employee only about $1,484,375 at 4% or $989,583 at 6%; with 50% employer match about $989,583 at 4% or $659,722 at 6%; with 100% employer match about $742,188 at 4% or $494,792 at 6%.
201812$1,231,966$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Ian a. Schwartz Profit Sharing Plan-2$1,231,966$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
201712$1,198,595$59,641$29,821iApproximate average salary by contribution assumption: employee only about $745,513 at 4% or $497,008 at 6%; with 50% employer match about $497,008 at 4% or $331,339 at 6%; with 100% employer match about $372,756 at 4% or $248,504 at 6%.
Ian a. Schwartz Profit Sharing Plan-2$1,198,595$59,641$29,821iApproximate average salary by contribution assumption: employee only about $745,513 at 4% or $497,008 at 6%; with 50% employer match about $497,008 at 4% or $331,339 at 6%; with 100% employer match about $372,756 at 4% or $248,504 at 6%.
201611$967,733$53,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
Ian a. Schwartz Profit Sharing Plan-1$967,733$53,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
201512$909,242$63,194$31,597iApproximate average salary by contribution assumption: employee only about $789,925 at 4% or $526,617 at 6%; with 50% employer match about $526,617 at 4% or $351,078 at 6%; with 100% employer match about $394,963 at 4% or $263,308 at 6%.
Ian a. Schwartz Profit Sharing Plan-2$909,242$63,194$31,597iApproximate average salary by contribution assumption: employee only about $789,925 at 4% or $526,617 at 6%; with 50% employer match about $526,617 at 4% or $351,078 at 6%; with 100% employer match about $394,963 at 4% or $263,308 at 6%.
201412$842,096$59,265$29,633iApproximate average salary by contribution assumption: employee only about $740,813 at 4% or $493,875 at 6%; with 50% employer match about $493,875 at 4% or $329,250 at 6%; with 100% employer match about $370,406 at 4% or $246,938 at 6%.
Ian a. Schwartz Profit Sharing Plan-2$842,096$59,265$29,633iApproximate average salary by contribution assumption: employee only about $740,813 at 4% or $493,875 at 6%; with 50% employer match about $493,875 at 4% or $329,250 at 6%; with 100% employer match about $370,406 at 4% or $246,938 at 6%.
201312$740,554$60,289$30,145iApproximate average salary by contribution assumption: employee only about $753,613 at 4% or $502,408 at 6%; with 50% employer match about $502,408 at 4% or $334,939 at 6%; with 100% employer match about $376,806 at 4% or $251,204 at 6%.
Ian a. Schwartz Profit Sharing Plan-2$740,554$60,289$30,145iApproximate average salary by contribution assumption: employee only about $753,613 at 4% or $502,408 at 6%; with 50% employer match about $502,408 at 4% or $334,939 at 6%; with 100% employer match about $376,806 at 4% or $251,204 at 6%.
201212$624,754$58,476$29,238iApproximate average salary by contribution assumption: employee only about $730,950 at 4% or $487,300 at 6%; with 50% employer match about $487,300 at 4% or $324,867 at 6%; with 100% employer match about $365,475 at 4% or $243,650 at 6%.
Ian a. Schwartz Profit Sharing Plan-2$624,754$58,476$29,238iApproximate average salary by contribution assumption: employee only about $730,950 at 4% or $487,300 at 6%; with 50% employer match about $487,300 at 4% or $324,867 at 6%; with 100% employer match about $365,475 at 4% or $243,650 at 6%.
201111$565,087$49,744$49,744iApproximate average salary by contribution assumption: employee only about $1,243,600 at 4% or $829,067 at 6%; with 50% employer match about $829,067 at 4% or $552,711 at 6%; with 100% employer match about $621,800 at 4% or $414,533 at 6%.
Ian a. Schwartz Profit Sharing Plan-1$565,087$49,744$49,744iApproximate average salary by contribution assumption: employee only about $1,243,600 at 4% or $829,067 at 6%; with 50% employer match about $829,067 at 4% or $552,711 at 6%; with 100% employer match about $621,800 at 4% or $414,533 at 6%.
201011$561,668$0-
Ian a. Schwartz Profit Sharing Plan-1$561,668--
200913$519,440$74,973$24,991iApproximate average salary by contribution assumption: employee only about $624,775 at 4% or $416,517 at 6%; with 50% employer match about $416,517 at 4% or $277,678 at 6%; with 100% employer match about $312,388 at 4% or $208,258 at 6%.
Ian a. Schwartz Profit Sharing Plan-3$519,440$74,973$24,991iApproximate average salary by contribution assumption: employee only about $624,775 at 4% or $416,517 at 6%; with 50% employer match about $416,517 at 4% or $277,678 at 6%; with 100% employer match about $312,388 at 4% or $208,258 at 6%.
200812$388,014$65,603$32,802iApproximate average salary by contribution assumption: employee only about $820,038 at 4% or $546,692 at 6%; with 50% employer match about $546,692 at 4% or $364,461 at 6%; with 100% employer match about $410,019 at 4% or $273,346 at 6%.
Ian a. Schwartz Profit Sharing Plan-2$388,014$65,603$32,802iApproximate average salary by contribution assumption: employee only about $820,038 at 4% or $546,692 at 6%; with 50% employer match about $546,692 at 4% or $364,461 at 6%; with 100% employer match about $410,019 at 4% or $273,346 at 6%.
200712$0$0-
Ian a. Schwartz Profit Sharing Plan-2---
200612$407,847$60,347$30,174iApproximate average salary by contribution assumption: employee only about $754,338 at 4% or $502,892 at 6%; with 50% employer match about $502,892 at 4% or $335,261 at 6%; with 100% employer match about $377,169 at 4% or $251,446 at 6%.
Ian a. Schwartz Profit Sharing Plan-2$407,847$60,347$30,174iApproximate average salary by contribution assumption: employee only about $754,338 at 4% or $502,892 at 6%; with 50% employer match about $502,892 at 4% or $335,261 at 6%; with 100% employer match about $377,169 at 4% or $251,446 at 6%.
200512$318,858$55,203$27,602iApproximate average salary by contribution assumption: employee only about $690,038 at 4% or $460,025 at 6%; with 50% employer match about $460,025 at 4% or $306,683 at 6%; with 100% employer match about $345,019 at 4% or $230,013 at 6%.
Ian a. Schwartz Profit Sharing Plan-2$318,858$55,203$27,602iApproximate average salary by contribution assumption: employee only about $690,038 at 4% or $460,025 at 6%; with 50% employer match about $460,025 at 4% or $306,683 at 6%; with 100% employer match about $345,019 at 4% or $230,013 at 6%.
200411$249,629$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Ian a. Schwartz Profit Sharing Plan-1$249,629$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
200311$192,054$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Ian a. Schwartz Profit Sharing Plan-1$192,054$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200212$127,030$42,869$21,435iApproximate average salary by contribution assumption: employee only about $535,863 at 4% or $357,242 at 6%; with 50% employer match about $357,242 at 4% or $238,161 at 6%; with 100% employer match about $267,931 at 4% or $178,621 at 6%.
Ian a. Schwartz Profit Sharing Plan-2$127,030$42,869$21,435iApproximate average salary by contribution assumption: employee only about $535,863 at 4% or $357,242 at 6%; with 50% employer match about $357,242 at 4% or $238,161 at 6%; with 100% employer match about $267,931 at 4% or $178,621 at 6%.