Civic Intelligence

Siegel & Schwartz Cpas

Plan context: Siegel & Schwartz Target Benefit Plan

EIN 36-6575948 • 12 filings • 4 plans

Current Snapshot

Latest Year

2008

2008 Participants

3

2008 Assets

$1,147,453

2008 Contributions

$68,906

Historical Graphs

Total Assets Over Time

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

$2,076,662$1,038,331$0199920042008YearValue
$1,147,453Latest year 2008

Participants Over Time

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

530199920042008YearValue
3Latest year 2008

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
200813$1,147,453$68,906$22,969iApproximate average salary by contribution assumption: employee only about $574,217 at 4% or $382,811 at 6%; with 50% employer match about $382,811 at 4% or $255,207 at 6%; with 100% employer match about $287,108 at 4% or $191,406 at 6%.
Siegel & Schwartz Target Benefit Plan-3$1,147,453$68,906$22,969iApproximate average salary by contribution assumption: employee only about $574,217 at 4% or $382,811 at 6%; with 50% employer match about $382,811 at 4% or $255,207 at 6%; with 100% employer match about $287,108 at 4% or $191,406 at 6%.
200715$1,284,806$59,832$11,966iApproximate average salary by contribution assumption: employee only about $299,160 at 4% or $199,440 at 6%; with 50% employer match about $199,440 at 4% or $132,960 at 6%; with 100% employer match about $149,580 at 4% or $99,720 at 6%.
Siegel & Schwartz Target Benefit Plan-5$1,284,806$59,832$11,966iApproximate average salary by contribution assumption: employee only about $299,160 at 4% or $199,440 at 6%; with 50% employer match about $199,440 at 4% or $132,960 at 6%; with 100% employer match about $149,580 at 4% or $99,720 at 6%.
200615$1,178,986$59,367$11,873iApproximate average salary by contribution assumption: employee only about $296,835 at 4% or $197,890 at 6%; with 50% employer match about $197,890 at 4% or $131,927 at 6%; with 100% employer match about $148,418 at 4% or $98,945 at 6%.
Siegel & Schwartz Target Benefit Plan-5$1,178,986$59,367$11,873iApproximate average salary by contribution assumption: employee only about $296,835 at 4% or $197,890 at 6%; with 50% employer match about $197,890 at 4% or $131,927 at 6%; with 100% employer match about $148,418 at 4% or $98,945 at 6%.
200515$1,104,967$59,314$11,863iApproximate average salary by contribution assumption: employee only about $296,570 at 4% or $197,713 at 6%; with 50% employer match about $197,713 at 4% or $131,809 at 6%; with 100% employer match about $148,285 at 4% or $98,857 at 6%.
Siegel & Schwartz Target Benefit Plan-5$1,104,967$59,314$11,863iApproximate average salary by contribution assumption: employee only about $296,570 at 4% or $197,713 at 6%; with 50% employer match about $197,713 at 4% or $131,809 at 6%; with 100% employer match about $148,285 at 4% or $98,857 at 6%.
200425$2,076,662$106,086$21,217iApproximate average salary by contribution assumption: employee only about $530,430 at 4% or $353,620 at 6%; with 50% employer match about $353,620 at 4% or $235,747 at 6%; with 100% employer match about $265,215 at 4% or $176,810 at 6%.
SIEGEL & SCHWARTZ 401K PROFIT SHARING PLAN-5$1,038,331$53,043$10,609iApproximate average salary by contribution assumption: employee only about $265,215 at 4% or $176,810 at 6%; with 50% employer match about $176,810 at 4% or $117,873 at 6%; with 100% employer match about $132,608 at 4% or $88,405 at 6%.
Siegel & Schwartz Target Benefit Plan-5$1,038,331$53,043$10,609iApproximate average salary by contribution assumption: employee only about $265,215 at 4% or $176,810 at 6%; with 50% employer match about $176,810 at 4% or $117,873 at 6%; with 100% employer match about $132,608 at 4% or $88,405 at 6%.
200325$1,959,216$99,700$19,940iApproximate average salary by contribution assumption: employee only about $498,500 at 4% or $332,333 at 6%; with 50% employer match about $332,333 at 4% or $221,556 at 6%; with 100% employer match about $249,250 at 4% or $166,167 at 6%.
SIEGEL & SCHWARTZ 401K PROFIT SHARING PLAN-5$979,608$49,850$9,970iApproximate average salary by contribution assumption: employee only about $249,250 at 4% or $166,167 at 6%; with 50% employer match about $166,167 at 4% or $110,778 at 6%; with 100% employer match about $124,625 at 4% or $83,083 at 6%.
Siegel & Schwartz Target Benefit Plan-5$979,608$49,850$9,970iApproximate average salary by contribution assumption: employee only about $249,250 at 4% or $166,167 at 6%; with 50% employer match about $166,167 at 4% or $110,778 at 6%; with 100% employer match about $124,625 at 4% or $83,083 at 6%.
200210$892,915$52,444-
SIEGEL & SCHWARTZ 401K PROFIT SHARING PLAN-0$892,915$52,444-
200114$875,566$46,218$11,555iApproximate average salary by contribution assumption: employee only about $288,863 at 4% or $192,575 at 6%; with 50% employer match about $192,575 at 4% or $128,383 at 6%; with 100% employer match about $144,431 at 4% or $96,288 at 6%.
Siegel & Schwartz Target Benefit Plan-4$875,566$46,218$11,555iApproximate average salary by contribution assumption: employee only about $288,863 at 4% or $192,575 at 6%; with 50% employer match about $192,575 at 4% or $128,383 at 6%; with 100% employer match about $144,431 at 4% or $96,288 at 6%.
200015$817,802$45,585$9,117iApproximate average salary by contribution assumption: employee only about $227,925 at 4% or $151,950 at 6%; with 50% employer match about $151,950 at 4% or $101,300 at 6%; with 100% employer match about $113,963 at 4% or $75,975 at 6%.
Siegel & Schwartz Target Benefit Plan-5$817,802$45,585$9,117iApproximate average salary by contribution assumption: employee only about $227,925 at 4% or $151,950 at 6%; with 50% employer match about $151,950 at 4% or $101,300 at 6%; with 100% employer match about $113,963 at 4% or $75,975 at 6%.
199915$768,266$54,213$10,843iApproximate average salary by contribution assumption: employee only about $271,065 at 4% or $180,710 at 6%; with 50% employer match about $180,710 at 4% or $120,473 at 6%; with 100% employer match about $135,533 at 4% or $90,355 at 6%.
Siegel & Schwartz Target Benefit Plan-5$768,266$54,213$10,843iApproximate average salary by contribution assumption: employee only about $271,065 at 4% or $180,710 at 6%; with 50% employer match about $180,710 at 4% or $120,473 at 6%; with 100% employer match about $135,533 at 4% or $90,355 at 6%.