Civic Intelligence

Lubin, Schwartz & Goldman Inc.

Plan context: Lubin, Schwartz & Goldman Inc. 401K Profit Sharing Retirement Plan

EIN 38-1793770 • Bloomfield Hills, MI • 26 filings • 5 plans

2600 S. Telegraph Road, Suite 100Bloomfield Hills, MI 48302
Current Snapshot

Latest Year

2019

2019 Participants

5

2019 Assets

$8,657,160

2019 Contributions

$1,132,718

Historical Graphs

Total Assets Over Time

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

$10,041,622$5,020,811$0199920112019YearValue
$8,657,160Latest year 2019

Participants Over Time

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

127640199920102019YearValue
5Latest year 2019

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
201925$8,657,160$1,132,718$226,544iApproximate average salary by contribution assumption: employee only about $5,663,590 at 4% or $3,775,727 at 6%; with 50% employer match about $3,775,727 at 4% or $2,517,151 at 6%; with 100% employer match about $2,831,795 at 4% or $1,887,863 at 6%.
Lubin, Schwartz & Goldman Inc. 401K Profit Sharing Retirement Plan-5$8,657,160$1,132,718$226,544iApproximate average salary by contribution assumption: employee only about $5,663,590 at 4% or $3,775,727 at 6%; with 50% employer match about $3,775,727 at 4% or $2,517,151 at 6%; with 100% employer match about $2,831,795 at 4% or $1,887,863 at 6%.
Lsg Insurance Partners Welfare Benefit Plan-0---
20182115$9,673,070$1,705,464$14,830iApproximate average salary by contribution assumption: employee only about $370,753 at 4% or $247,169 at 6%; with 50% employer match about $247,169 at 4% or $164,779 at 6%; with 100% employer match about $185,377 at 4% or $123,584 at 6%.
Lubin, Schwartz & Goldman Inc. 401K Profit Sharing Retirement Plan-115$9,673,070$1,705,464$14,830iApproximate average salary by contribution assumption: employee only about $370,753 at 4% or $247,169 at 6%; with 50% employer match about $247,169 at 4% or $164,779 at 6%; with 100% employer match about $185,377 at 4% or $123,584 at 6%.
Lsg Insurance Partners Welfare Benefit Plan-112---
20172106$10,041,622$1,096,805$10,347iApproximate average salary by contribution assumption: employee only about $258,680 at 4% or $172,454 at 6%; with 50% employer match about $172,454 at 4% or $114,969 at 6%; with 100% employer match about $129,340 at 4% or $86,227 at 6%.
Lubin, Schwartz & Goldman Inc. 401K Profit Sharing Retirement Plan-100$10,041,622$1,096,805$10,968iApproximate average salary by contribution assumption: employee only about $274,201 at 4% or $182,801 at 6%; with 50% employer match about $182,801 at 4% or $121,867 at 6%; with 100% employer match about $137,101 at 4% or $91,400 at 6%.
Lsg Insurance Partners Welfare Benefit Plan-106---
20162107$8,849,969$1,218,941$11,392iApproximate average salary by contribution assumption: employee only about $284,799 at 4% or $189,866 at 6%; with 50% employer match about $189,866 at 4% or $126,577 at 6%; with 100% employer match about $142,400 at 4% or $94,933 at 6%.
Lubin, Schwartz & Goldman Inc. 401K Profit Sharing Retirement Plan-107$8,849,969$1,218,941$11,392iApproximate average salary by contribution assumption: employee only about $284,799 at 4% or $189,866 at 6%; with 50% employer match about $189,866 at 4% or $126,577 at 6%; with 100% employer match about $142,400 at 4% or $94,933 at 6%.
Lsg Insurance Partners Welfare Benefit Plan-102---
20152110$7,235,004$903,345$8,212iApproximate average salary by contribution assumption: employee only about $205,306 at 4% or $136,870 at 6%; with 50% employer match about $136,870 at 4% or $91,247 at 6%; with 100% employer match about $102,653 at 4% or $68,435 at 6%.
Lubin, Schwartz & Goldman Inc. 401K Profit Sharing Retirement Plan-86$7,235,004$903,345$10,504iApproximate average salary by contribution assumption: employee only about $262,600 at 4% or $175,067 at 6%; with 50% employer match about $175,067 at 4% or $116,711 at 6%; with 100% employer match about $131,300 at 4% or $87,533 at 6%.
Lsg Insurance Partners Welfare Benefit Plan-110---
20142127$8,124,375$958,304$7,546iApproximate average salary by contribution assumption: employee only about $188,643 at 4% or $125,762 at 6%; with 50% employer match about $125,762 at 4% or $83,841 at 6%; with 100% employer match about $94,321 at 4% or $62,881 at 6%.
Lubin, Schwartz & Goldman Inc. 401K Profit Sharing Retirement Plan-127$8,124,375$958,304$7,546iApproximate average salary by contribution assumption: employee only about $188,643 at 4% or $125,762 at 6%; with 50% employer match about $125,762 at 4% or $83,841 at 6%; with 100% employer match about $94,321 at 4% or $62,881 at 6%.
Lsg Insurance Partners Welfare Benefit Plan-111---
20131107$7,780,024$895,249$8,367iApproximate average salary by contribution assumption: employee only about $209,170 at 4% or $139,447 at 6%; with 50% employer match about $139,447 at 4% or $92,965 at 6%; with 100% employer match about $104,585 at 4% or $69,723 at 6%.
Lubin, Schwartz & Goldman Inc. 401K Profit Sharing Retirement Plan-107$7,780,024$895,249$8,367iApproximate average salary by contribution assumption: employee only about $209,170 at 4% or $139,447 at 6%; with 50% employer match about $139,447 at 4% or $92,965 at 6%; with 100% employer match about $104,585 at 4% or $69,723 at 6%.
2012197$6,473,310$786,944$8,113iApproximate average salary by contribution assumption: employee only about $202,821 at 4% or $135,214 at 6%; with 50% employer match about $135,214 at 4% or $90,142 at 6%; with 100% employer match about $101,410 at 4% or $67,607 at 6%.
Lubin, Schwartz & Goldman Inc. 401K Profit Sharing Retirement Plan-97$6,473,310$786,944$8,113iApproximate average salary by contribution assumption: employee only about $202,821 at 4% or $135,214 at 6%; with 50% employer match about $135,214 at 4% or $90,142 at 6%; with 100% employer match about $101,410 at 4% or $67,607 at 6%.
2011177$5,526,277$796,754$10,347iApproximate average salary by contribution assumption: employee only about $258,686 at 4% or $172,458 at 6%; with 50% employer match about $172,458 at 4% or $114,972 at 6%; with 100% employer match about $129,343 at 4% or $86,229 at 6%.
Lubin, Schwartz & Goldman Inc. 401K Profit Sharing Retirement Plan-77$5,526,277$796,754$10,347iApproximate average salary by contribution assumption: employee only about $258,686 at 4% or $172,458 at 6%; with 50% employer match about $172,458 at 4% or $114,972 at 6%; with 100% employer match about $129,343 at 4% or $86,229 at 6%.
2010181$6,800,534$718,921$8,876iApproximate average salary by contribution assumption: employee only about $221,889 at 4% or $147,926 at 6%; with 50% employer match about $147,926 at 4% or $98,617 at 6%; with 100% employer match about $110,945 at 4% or $73,963 at 6%.
Lubin, Schwartz & Goldman Inc. 401K Profit Sharing Retirement Plan-81$6,800,534$718,921$8,876iApproximate average salary by contribution assumption: employee only about $221,889 at 4% or $147,926 at 6%; with 50% employer match about $147,926 at 4% or $98,617 at 6%; with 100% employer match about $110,945 at 4% or $73,963 at 6%.
2009189$7,383,132$785,598$8,827iApproximate average salary by contribution assumption: employee only about $220,674 at 4% or $147,116 at 6%; with 50% employer match about $147,116 at 4% or $98,077 at 6%; with 100% employer match about $110,337 at 4% or $73,558 at 6%.
Lubin, Schwartz & Goldman Inc. 401K Profit Sharing Retirement Plan-89$7,383,132$785,598$8,827iApproximate average salary by contribution assumption: employee only about $220,674 at 4% or $147,116 at 6%; with 50% employer match about $147,116 at 4% or $98,077 at 6%; with 100% employer match about $110,337 at 4% or $73,558 at 6%.
2008174$6,311,202$729,828$9,863iApproximate average salary by contribution assumption: employee only about $246,564 at 4% or $164,376 at 6%; with 50% employer match about $164,376 at 4% or $109,584 at 6%; with 100% employer match about $123,282 at 4% or $82,188 at 6%.
Lubin, Schwartz & Goldman Inc. 401K Profit Sharing Retirement Plan-74$6,311,202$729,828$9,863iApproximate average salary by contribution assumption: employee only about $246,564 at 4% or $164,376 at 6%; with 50% employer match about $164,376 at 4% or $109,584 at 6%; with 100% employer match about $123,282 at 4% or $82,188 at 6%.
2007171$0$0-
Lubin, Schwartz & Goldman Inc. 401K Profit Sharing Retirement Plan-71---
2006166$6,700,732$672,067$10,183iApproximate average salary by contribution assumption: employee only about $254,571 at 4% or $169,714 at 6%; with 50% employer match about $169,714 at 4% or $113,143 at 6%; with 100% employer match about $127,285 at 4% or $84,857 at 6%.
Lubin, Schwartz & Goldman Inc. 401K Profit Sharing Retirement Plan-66$6,700,732$672,067$10,183iApproximate average salary by contribution assumption: employee only about $254,571 at 4% or $169,714 at 6%; with 50% employer match about $169,714 at 4% or $113,143 at 6%; with 100% employer match about $127,285 at 4% or $84,857 at 6%.
2005164$5,442,115$595,444$9,304iApproximate average salary by contribution assumption: employee only about $232,595 at 4% or $155,064 at 6%; with 50% employer match about $155,064 at 4% or $103,376 at 6%; with 100% employer match about $116,298 at 4% or $77,532 at 6%.
Lubin, Schwartz & Goldman Inc. 401K Profit Sharing Retirement Plan-64$5,442,115$595,444$9,304iApproximate average salary by contribution assumption: employee only about $232,595 at 4% or $155,064 at 6%; with 50% employer match about $155,064 at 4% or $103,376 at 6%; with 100% employer match about $116,298 at 4% or $77,532 at 6%.
2004153$4,305,638$429,442$8,103iApproximate average salary by contribution assumption: employee only about $202,567 at 4% or $135,045 at 6%; with 50% employer match about $135,045 at 4% or $90,030 at 6%; with 100% employer match about $101,283 at 4% or $67,522 at 6%.
Lubin, Schwartz & Goldman Inc. 401K Profit Sharing Retirement Plan-53$4,305,638$429,442$8,103iApproximate average salary by contribution assumption: employee only about $202,567 at 4% or $135,045 at 6%; with 50% employer match about $135,045 at 4% or $90,030 at 6%; with 100% employer match about $101,283 at 4% or $67,522 at 6%.
2002139$2,840,147$356,131$9,132iApproximate average salary by contribution assumption: employee only about $228,289 at 4% or $152,193 at 6%; with 50% employer match about $152,193 at 4% or $101,462 at 6%; with 100% employer match about $114,145 at 4% or $76,096 at 6%.
Lubin, Schwartz & Goldman Inc. 401K Profit Sharing Retirement Plan-39$2,840,147$356,131$9,132iApproximate average salary by contribution assumption: employee only about $228,289 at 4% or $152,193 at 6%; with 50% employer match about $152,193 at 4% or $101,462 at 6%; with 100% employer match about $114,145 at 4% or $76,096 at 6%.
2001138$0$0-
Lubin, Schwartz & Goldman Inc. 401K Profit Sharing Retirement Plan-38---
2000130$2,522,456$232,242$7,741iApproximate average salary by contribution assumption: employee only about $193,535 at 4% or $129,023 at 6%; with 50% employer match about $129,023 at 4% or $86,016 at 6%; with 100% employer match about $96,768 at 4% or $64,512 at 6%.
Lubin, Schwartz & Goldman Inc. 401K Profit Sharing Retirement Plan-30$2,522,456$232,242$7,741iApproximate average salary by contribution assumption: employee only about $193,535 at 4% or $129,023 at 6%; with 50% employer match about $129,023 at 4% or $86,016 at 6%; with 100% employer match about $96,768 at 4% or $64,512 at 6%.
1999126$2,582,869$262,901$10,112iApproximate average salary by contribution assumption: employee only about $252,789 at 4% or $168,526 at 6%; with 50% employer match about $168,526 at 4% or $112,351 at 6%; with 100% employer match about $126,395 at 4% or $84,263 at 6%.
Lubin, Schwartz & Goldman Inc. 401K Profit Sharing Retirement Plan-26$2,582,869$262,901$10,112iApproximate average salary by contribution assumption: employee only about $252,789 at 4% or $168,526 at 6%; with 50% employer match about $168,526 at 4% or $112,351 at 6%; with 100% employer match about $126,395 at 4% or $84,263 at 6%.