Civic Intelligence

Gregory J. Schwartz & Co. Inc.

Plan context: Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan

EIN 38-2117812 • Bloomfield Hills, MI • 25 filings • 5 plans

3707 West Maple RoadBloomfield Hills, MI 48301
Current Snapshot

Latest Year

2024

2024 Participants

41

2024 Assets

$20,336,014

2024 Contributions

$771,591

Historical Graphs

Total Assets Over Time

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

$20,336,014$10,168,007$0200320142024YearValue
$20,336,014Latest year 2024

Participants Over Time

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

42210200020122024YearValue
41Latest 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
2024141$20,336,014$771,591$18,819iApproximate average salary by contribution assumption: employee only about $470,482 at 4% or $313,655 at 6%; with 50% employer match about $313,655 at 4% or $209,103 at 6%; with 100% employer match about $235,241 at 4% or $156,827 at 6%.
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-41$20,336,014$771,591$18,819iApproximate average salary by contribution assumption: employee only about $470,482 at 4% or $313,655 at 6%; with 50% employer match about $313,655 at 4% or $209,103 at 6%; with 100% employer match about $235,241 at 4% or $156,827 at 6%.
2023142$17,198,541$740,622$17,634iApproximate average salary by contribution assumption: employee only about $440,846 at 4% or $293,898 at 6%; with 50% employer match about $293,898 at 4% or $195,932 at 6%; with 100% employer match about $220,423 at 4% or $146,949 at 6%.
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-42$17,198,541$740,622$17,634iApproximate average salary by contribution assumption: employee only about $440,846 at 4% or $293,898 at 6%; with 50% employer match about $293,898 at 4% or $195,932 at 6%; with 100% employer match about $220,423 at 4% or $146,949 at 6%.
2022140$13,759,643$656,562$16,414iApproximate average salary by contribution assumption: employee only about $410,351 at 4% or $273,568 at 6%; with 50% employer match about $273,568 at 4% or $182,378 at 6%; with 100% employer match about $205,176 at 4% or $136,784 at 6%.
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-40$13,759,643$656,562$16,414iApproximate average salary by contribution assumption: employee only about $410,351 at 4% or $273,568 at 6%; with 50% employer match about $273,568 at 4% or $182,378 at 6%; with 100% employer match about $205,176 at 4% or $136,784 at 6%.
2021140$16,282,598$754,990$18,875iApproximate average salary by contribution assumption: employee only about $471,869 at 4% or $314,579 at 6%; with 50% employer match about $314,579 at 4% or $209,719 at 6%; with 100% employer match about $235,934 at 4% or $157,290 at 6%.
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-40$16,282,598$754,990$18,875iApproximate average salary by contribution assumption: employee only about $471,869 at 4% or $314,579 at 6%; with 50% employer match about $314,579 at 4% or $209,719 at 6%; with 100% employer match about $235,934 at 4% or $157,290 at 6%.
2020136$13,091,434$625,407$17,372iApproximate average salary by contribution assumption: employee only about $434,310 at 4% or $289,540 at 6%; with 50% employer match about $289,540 at 4% or $193,027 at 6%; with 100% employer match about $217,155 at 4% or $144,770 at 6%.
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-36$13,091,434$625,407$17,372iApproximate average salary by contribution assumption: employee only about $434,310 at 4% or $289,540 at 6%; with 50% employer match about $289,540 at 4% or $193,027 at 6%; with 100% employer match about $217,155 at 4% or $144,770 at 6%.
2019136$8,620,592$668,657$18,574iApproximate average salary by contribution assumption: employee only about $464,345 at 4% or $309,563 at 6%; with 50% employer match about $309,563 at 4% or $206,376 at 6%; with 100% employer match about $232,173 at 4% or $154,782 at 6%.
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-36$8,620,592$668,657$18,574iApproximate average salary by contribution assumption: employee only about $464,345 at 4% or $309,563 at 6%; with 50% employer match about $309,563 at 4% or $206,376 at 6%; with 100% employer match about $232,173 at 4% or $154,782 at 6%.
2018135$7,746,530$527,578$15,074iApproximate average salary by contribution assumption: employee only about $376,841 at 4% or $251,228 at 6%; with 50% employer match about $251,228 at 4% or $167,485 at 6%; with 100% employer match about $188,421 at 4% or $125,614 at 6%.
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-35$7,746,530$527,578$15,074iApproximate average salary by contribution assumption: employee only about $376,841 at 4% or $251,228 at 6%; with 50% employer match about $251,228 at 4% or $167,485 at 6%; with 100% employer match about $188,421 at 4% or $125,614 at 6%.
2017136$8,235,474$513,636$14,268iApproximate average salary by contribution assumption: employee only about $356,692 at 4% or $237,794 at 6%; with 50% employer match about $237,794 at 4% or $158,530 at 6%; with 100% employer match about $178,346 at 4% or $118,897 at 6%.
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-36$8,235,474$513,636$14,268iApproximate average salary by contribution assumption: employee only about $356,692 at 4% or $237,794 at 6%; with 50% employer match about $237,794 at 4% or $158,530 at 6%; with 100% employer match about $178,346 at 4% or $118,897 at 6%.
2016131$6,715,854$440,215$14,200iApproximate average salary by contribution assumption: employee only about $355,012 at 4% or $236,675 at 6%; with 50% employer match about $236,675 at 4% or $157,783 at 6%; with 100% employer match about $177,506 at 4% or $118,337 at 6%.
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-31$6,715,854$440,215$14,200iApproximate average salary by contribution assumption: employee only about $355,012 at 4% or $236,675 at 6%; with 50% employer match about $236,675 at 4% or $157,783 at 6%; with 100% employer match about $177,506 at 4% or $118,337 at 6%.
2015133$5,576,099$369,930$11,210iApproximate average salary by contribution assumption: employee only about $280,250 at 4% or $186,833 at 6%; with 50% employer match about $186,833 at 4% or $124,556 at 6%; with 100% employer match about $140,125 at 4% or $93,417 at 6%.
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-33$5,576,099$369,930$11,210iApproximate average salary by contribution assumption: employee only about $280,250 at 4% or $186,833 at 6%; with 50% employer match about $186,833 at 4% or $124,556 at 6%; with 100% employer match about $140,125 at 4% or $93,417 at 6%.
2014132$5,419,051$343,661$10,739iApproximate average salary by contribution assumption: employee only about $268,485 at 4% or $178,990 at 6%; with 50% employer match about $178,990 at 4% or $119,327 at 6%; with 100% employer match about $134,243 at 4% or $89,495 at 6%.
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-32$5,419,051$343,661$10,739iApproximate average salary by contribution assumption: employee only about $268,485 at 4% or $178,990 at 6%; with 50% employer match about $178,990 at 4% or $119,327 at 6%; with 100% employer match about $134,243 at 4% or $89,495 at 6%.
2013130$5,064,400$329,602$10,987iApproximate average salary by contribution assumption: employee only about $274,668 at 4% or $183,112 at 6%; with 50% employer match about $183,112 at 4% or $122,075 at 6%; with 100% employer match about $137,334 at 4% or $91,556 at 6%.
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-30$5,064,400$329,602$10,987iApproximate average salary by contribution assumption: employee only about $274,668 at 4% or $183,112 at 6%; with 50% employer match about $183,112 at 4% or $122,075 at 6%; with 100% employer match about $137,334 at 4% or $91,556 at 6%.
2012129$3,789,729$329,313$11,356iApproximate average salary by contribution assumption: employee only about $283,891 at 4% or $189,260 at 6%; with 50% employer match about $189,260 at 4% or $126,174 at 6%; with 100% employer match about $141,945 at 4% or $94,630 at 6%.
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-29$3,789,729$329,313$11,356iApproximate average salary by contribution assumption: employee only about $283,891 at 4% or $189,260 at 6%; with 50% employer match about $189,260 at 4% or $126,174 at 6%; with 100% employer match about $141,945 at 4% or $94,630 at 6%.
2011129$3,009,841$290,574$10,020iApproximate average salary by contribution assumption: employee only about $250,495 at 4% or $166,997 at 6%; with 50% employer match about $166,997 at 4% or $111,331 at 6%; with 100% employer match about $125,247 at 4% or $83,498 at 6%.
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-29$3,009,841$290,574$10,020iApproximate average salary by contribution assumption: employee only about $250,495 at 4% or $166,997 at 6%; with 50% employer match about $166,997 at 4% or $111,331 at 6%; with 100% employer match about $125,247 at 4% or $83,498 at 6%.
2010127$3,001,071$261,152$9,672iApproximate average salary by contribution assumption: employee only about $241,807 at 4% or $161,205 at 6%; with 50% employer match about $161,205 at 4% or $107,470 at 6%; with 100% employer match about $120,904 at 4% or $80,602 at 6%.
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-27$3,001,071$261,152$9,672iApproximate average salary by contribution assumption: employee only about $241,807 at 4% or $161,205 at 6%; with 50% employer match about $161,205 at 4% or $107,470 at 6%; with 100% employer match about $120,904 at 4% or $80,602 at 6%.
2009126$2,426,051$248,194$9,546iApproximate average salary by contribution assumption: employee only about $238,648 at 4% or $159,099 at 6%; with 50% employer match about $159,099 at 4% or $106,066 at 6%; with 100% employer match about $119,324 at 4% or $79,549 at 6%.
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-26$2,426,051$248,194$9,546iApproximate average salary by contribution assumption: employee only about $238,648 at 4% or $159,099 at 6%; with 50% employer match about $159,099 at 4% or $106,066 at 6%; with 100% employer match about $119,324 at 4% or $79,549 at 6%.
2008125$1,651,154$257,828$10,313iApproximate average salary by contribution assumption: employee only about $257,828 at 4% or $171,885 at 6%; with 50% employer match about $171,885 at 4% or $114,590 at 6%; with 100% employer match about $128,914 at 4% or $85,943 at 6%.
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-25$1,651,154$257,828$10,313iApproximate average salary by contribution assumption: employee only about $257,828 at 4% or $171,885 at 6%; with 50% employer match about $171,885 at 4% or $114,590 at 6%; with 100% employer match about $128,914 at 4% or $85,943 at 6%.
2007122$0$0-
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-22---
2006126$2,016,026$166,262$6,395iApproximate average salary by contribution assumption: employee only about $159,867 at 4% or $106,578 at 6%; with 50% employer match about $106,578 at 4% or $71,052 at 6%; with 100% employer match about $79,934 at 4% or $53,289 at 6%.
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-26$2,016,026$166,262$6,395iApproximate average salary by contribution assumption: employee only about $159,867 at 4% or $106,578 at 6%; with 50% employer match about $106,578 at 4% or $71,052 at 6%; with 100% employer match about $79,934 at 4% or $53,289 at 6%.
2005123$1,635,349$229,505$9,978iApproximate average salary by contribution assumption: employee only about $249,462 at 4% or $166,308 at 6%; with 50% employer match about $166,308 at 4% or $110,872 at 6%; with 100% employer match about $124,731 at 4% or $83,154 at 6%.
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-23$1,635,349$229,505$9,978iApproximate average salary by contribution assumption: employee only about $249,462 at 4% or $166,308 at 6%; with 50% employer match about $166,308 at 4% or $110,872 at 6%; with 100% employer match about $124,731 at 4% or $83,154 at 6%.
2004122$1,269,248$220,002$10,000iApproximate average salary by contribution assumption: employee only about $250,002 at 4% or $166,668 at 6%; with 50% employer match about $166,668 at 4% or $111,112 at 6%; with 100% employer match about $125,001 at 4% or $83,334 at 6%.
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-22$1,269,248$220,002$10,000iApproximate average salary by contribution assumption: employee only about $250,002 at 4% or $166,668 at 6%; with 50% employer match about $166,668 at 4% or $111,112 at 6%; with 100% employer match about $125,001 at 4% or $83,334 at 6%.
2003121$1,047,934$154,340$7,350iApproximate average salary by contribution assumption: employee only about $183,738 at 4% or $122,492 at 6%; with 50% employer match about $122,492 at 4% or $81,661 at 6%; with 100% employer match about $91,869 at 4% or $61,246 at 6%.
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-21$1,047,934$154,340$7,350iApproximate average salary by contribution assumption: employee only about $183,738 at 4% or $122,492 at 6%; with 50% employer match about $122,492 at 4% or $81,661 at 6%; with 100% employer match about $91,869 at 4% or $61,246 at 6%.
2002121$0$0-
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-21---
2001119$0$0-
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-19---
2000117$0$0-
Gregory J. Schwartz & Co. Inc. 401(K) Profit Sharing Plan-17---