Civic Intelligence

Schwartz Funeral Home

Plan context: Schwartz Funeral Home Profit Sharing Plan

EIN 39-1559629 • Lancaster, WI • 44 filings • 2 plans

1234 S. Madison St.PO Box 30Lancaster, WI 53813-0030
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$343,038

2020 Contributions

$21,944

Historical Graphs

Total Assets Over Time

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

$343,038$171,519$0199920112019YearValue
$343,038Latest year 2019

Participants Over Time

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

210199920092019YearValue
2Latest 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
202020$0$0-
Schwartz Funeral Home Pension Plan-0$0$0-
Schwartz Funeral Home Profit Sharing Plan-0$0--
201922$343,038$0-
Schwartz Funeral Home Profit Sharing Plan-2$241,775$0-
Schwartz Funeral Home Pension Plan-2$101,263$0-
201822$270,473$0-
Schwartz Funeral Home Profit Sharing Plan-2$191,762$0-
Schwartz Funeral Home Pension Plan-2$78,711$0-
201722$281,107$0-
Schwartz Funeral Home Profit Sharing Plan-2$199,950$0-
Schwartz Funeral Home Pension Plan-2$81,157$0-
201622$230,371$0-
Schwartz Funeral Home Profit Sharing Plan-2$165,031$0-
Schwartz Funeral Home Pension Plan-2$65,340$0-
201522$220,917$0-
Schwartz Funeral Home Profit Sharing Plan-2$157,847$0-
Schwartz Funeral Home Pension Plan-2$63,070$0-
201422$218,883$0-
Schwartz Funeral Home Profit Sharing Plan-2$156,571$0-
Schwartz Funeral Home Pension Plan-2$62,312$0-
201322$208,804$0-
Schwartz Funeral Home Profit Sharing Plan-2$149,438$0-
Schwartz Funeral Home Pension Plan-2$59,366$0-
201222$169,776$0-
Schwartz Funeral Home Profit Sharing Plan-2$122,344$0-
Schwartz Funeral Home Pension Plan-2$47,432$0-
201122$146,136$0-
Schwartz Funeral Home Profit Sharing Plan-2$105,325$0-
Schwartz Funeral Home Pension Plan-2$40,811$0-
201022$148,963$0-
Schwartz Funeral Home Profit Sharing Plan-2$107,518$0-
Schwartz Funeral Home Pension Plan-2$41,445$0-
200922$132,474$0-
Schwartz Funeral Home Profit Sharing Plan-2$96,294$0-
Schwartz Funeral Home Pension Plan-2$36,180$0-
200822$102,015$0-
Schwartz Funeral Home Profit Sharing Plan-2$74,632--
Schwartz Funeral Home Pension Plan-2$27,383--
200722$0$0-
Schwartz Funeral Home Pension Plan-2---
Schwartz Funeral Home Profit Sharing Plan-2---
200622$154,453$0-
Schwartz Funeral Home Profit Sharing Plan-2$112,137--
Schwartz Funeral Home Pension Plan-2$42,316--
200522$145,588$0-
Schwartz Funeral Home Profit Sharing Plan-2$105,237--
Schwartz Funeral Home Pension Plan-2$40,351--
200422$134,864$0-
Schwartz Funeral Home Profit Sharing Plan-2$97,590--
Schwartz Funeral Home Pension Plan-2$37,274--
200322$120,859$0-
Schwartz Funeral Home Profit Sharing Plan-2$87,791--
Schwartz Funeral Home Pension Plan-2$33,068--
200222$69,782$0-
Schwartz Funeral Home Profit Sharing Plan-2$69,782--
Schwartz Funeral Home Pension Plan-2---
200122$0$0-
Schwartz Funeral Home Profit Sharing Plan-2---
Schwartz Funeral Home Pension Plan-2---
200022$0$0-
Schwartz Funeral Home Pension Plan-2---
Schwartz Funeral Home Profit Sharing Plan-2---
199922$113,381$21,944$10,972iApproximate average salary by contribution assumption: employee only about $274,300 at 4% or $182,867 at 6%; with 50% employer match about $182,867 at 4% or $121,911 at 6%; with 100% employer match about $137,150 at 4% or $91,433 at 6%.
Schwartz Funeral Home Profit Sharing Plan-2$83,561$16,360$8,180iApproximate average salary by contribution assumption: employee only about $204,500 at 4% or $136,333 at 6%; with 50% employer match about $136,333 at 4% or $90,889 at 6%; with 100% employer match about $102,250 at 4% or $68,167 at 6%.
Schwartz Funeral Home Pension Plan-2$29,820$5,584$2,792iApproximate average salary by contribution assumption: employee only about $69,800 at 4% or $46,533 at 6%; with 50% employer match about $46,533 at 4% or $31,022 at 6%; with 100% employer match about $34,900 at 4% or $23,267 at 6%.