Civic Intelligence

Frederick Swartz & Co. PC

Plan context: Frederick Swartz & Co. PC 401(K ) Profit Sharing Plan

EIN 42-1384348 • 15 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,664,473

2024 Contributions

$73,258

Historical Graphs

Total Assets Over Time

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

$1,664,473$832,237$0200820172024YearValue
$1,664,473Latest year 2024

Participants Over Time

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

420200820182024YearValue
3Latest 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
202413$1,664,473$73,258$24,419iApproximate average salary by contribution assumption: employee only about $610,483 at 4% or $406,989 at 6%; with 50% employer match about $406,989 at 4% or $271,326 at 6%; with 100% employer match about $305,242 at 4% or $203,494 at 6%.
Frederick Swartz & Co. PC 401(K ) Profit Sharing Plan-3$1,664,473$73,258$24,419iApproximate average salary by contribution assumption: employee only about $610,483 at 4% or $406,989 at 6%; with 50% employer match about $406,989 at 4% or $271,326 at 6%; with 100% employer match about $305,242 at 4% or $203,494 at 6%.
202313$1,202,698$66,830$22,277iApproximate average salary by contribution assumption: employee only about $556,917 at 4% or $371,278 at 6%; with 50% employer match about $371,278 at 4% or $247,519 at 6%; with 100% employer match about $278,458 at 4% or $185,639 at 6%.
Frederick Swartz & Co. PC 401(K ) Profit Sharing Plan-3$1,202,698$66,830$22,277iApproximate average salary by contribution assumption: employee only about $556,917 at 4% or $371,278 at 6%; with 50% employer match about $371,278 at 4% or $247,519 at 6%; with 100% employer match about $278,458 at 4% or $185,639 at 6%.
202213$992,749$66,212$22,071iApproximate average salary by contribution assumption: employee only about $551,767 at 4% or $367,844 at 6%; with 50% employer match about $367,844 at 4% or $245,230 at 6%; with 100% employer match about $275,883 at 4% or $183,922 at 6%.
Frederick Swartz & Co. PC 401(K ) Profit Sharing Plan-3$992,749$66,212$22,071iApproximate average salary by contribution assumption: employee only about $551,767 at 4% or $367,844 at 6%; with 50% employer match about $367,844 at 4% or $245,230 at 6%; with 100% employer match about $275,883 at 4% or $183,922 at 6%.
202114$1,321,878$55,696$13,924iApproximate average salary by contribution assumption: employee only about $348,100 at 4% or $232,067 at 6%; with 50% employer match about $232,067 at 4% or $154,711 at 6%; with 100% employer match about $174,050 at 4% or $116,033 at 6%.
Frederick Swartz & Co. PC 401(K ) Profit Sharing Plan-4$1,321,878$55,696$13,924iApproximate average salary by contribution assumption: employee only about $348,100 at 4% or $232,067 at 6%; with 50% employer match about $232,067 at 4% or $154,711 at 6%; with 100% employer match about $174,050 at 4% or $116,033 at 6%.
202013$1,227,652$107,671$35,890iApproximate average salary by contribution assumption: employee only about $897,258 at 4% or $598,172 at 6%; with 50% employer match about $598,172 at 4% or $398,781 at 6%; with 100% employer match about $448,629 at 4% or $299,086 at 6%.
Frederick Swartz & Co. PC 401(K ) Profit Sharing Plan-3$1,227,652$107,671$35,890iApproximate average salary by contribution assumption: employee only about $897,258 at 4% or $598,172 at 6%; with 50% employer match about $598,172 at 4% or $398,781 at 6%; with 100% employer match about $448,629 at 4% or $299,086 at 6%.
201913$909,383$97,577$32,526iApproximate average salary by contribution assumption: employee only about $813,142 at 4% or $542,094 at 6%; with 50% employer match about $542,094 at 4% or $361,396 at 6%; with 100% employer match about $406,571 at 4% or $271,047 at 6%.
Frederick Swartz & Co. PC 401(K ) Profit Sharing Plan-3$909,383$97,577$32,526iApproximate average salary by contribution assumption: employee only about $813,142 at 4% or $542,094 at 6%; with 50% employer match about $542,094 at 4% or $361,396 at 6%; with 100% employer match about $406,571 at 4% or $271,047 at 6%.
201813$702,443$78,513$26,171iApproximate average salary by contribution assumption: employee only about $654,275 at 4% or $436,183 at 6%; with 50% employer match about $436,183 at 4% or $290,789 at 6%; with 100% employer match about $327,138 at 4% or $218,092 at 6%.
Frederick Swartz & Co. PC 401(K ) Profit Sharing Plan-3$702,443$78,513$26,171iApproximate average salary by contribution assumption: employee only about $654,275 at 4% or $436,183 at 6%; with 50% employer match about $436,183 at 4% or $290,789 at 6%; with 100% employer match about $327,138 at 4% or $218,092 at 6%.
201710$683,966$116,369-
Frederick Swartz & Co. PC 401(K ) Profit Sharing Plan--$683,966$116,369-
201613$463,091$45,240$15,080iApproximate average salary by contribution assumption: employee only about $377,000 at 4% or $251,333 at 6%; with 50% employer match about $251,333 at 4% or $167,556 at 6%; with 100% employer match about $188,500 at 4% or $125,667 at 6%.
Frederick Swartz & Co. PC 401(K ) Profit Sharing Plan-3$463,091$45,240$15,080iApproximate average salary by contribution assumption: employee only about $377,000 at 4% or $251,333 at 6%; with 50% employer match about $251,333 at 4% or $167,556 at 6%; with 100% employer match about $188,500 at 4% or $125,667 at 6%.
201513$385,079$5,840$1,947iApproximate average salary by contribution assumption: employee only about $48,667 at 4% or $32,444 at 6%; with 50% employer match about $32,444 at 4% or $21,630 at 6%; with 100% employer match about $24,333 at 4% or $16,222 at 6%.
Frederick Swartz & Co. PC 401(K ) Profit Sharing Plan-3$385,079$5,840$1,947iApproximate average salary by contribution assumption: employee only about $48,667 at 4% or $32,444 at 6%; with 50% employer match about $32,444 at 4% or $21,630 at 6%; with 100% employer match about $24,333 at 4% or $16,222 at 6%.
201413$324,926$90,378$30,126iApproximate average salary by contribution assumption: employee only about $753,150 at 4% or $502,100 at 6%; with 50% employer match about $502,100 at 4% or $334,733 at 6%; with 100% employer match about $376,575 at 4% or $251,050 at 6%.
Frederick Swartz & Co. PC 401(K ) Profit Sharing Plan-3$324,926$90,378$30,126iApproximate average salary by contribution assumption: employee only about $753,150 at 4% or $502,100 at 6%; with 50% employer match about $502,100 at 4% or $334,733 at 6%; with 100% employer match about $376,575 at 4% or $251,050 at 6%.
201312$207,264$0-
Frederick Swartz & Co. PC 401(K ) Profit Sharing Plan-2$207,264--
201212$209,385$47,360$23,680iApproximate average salary by contribution assumption: employee only about $592,000 at 4% or $394,667 at 6%; with 50% employer match about $394,667 at 4% or $263,111 at 6%; with 100% employer match about $296,000 at 4% or $197,333 at 6%.
Frederick Swartz & Co. PC 401(K ) Profit Sharing Plan-2$209,385$47,360$23,680iApproximate average salary by contribution assumption: employee only about $592,000 at 4% or $394,667 at 6%; with 50% employer match about $394,667 at 4% or $263,111 at 6%; with 100% employer match about $296,000 at 4% or $197,333 at 6%.
201112$150,642$34,920$17,460iApproximate average salary by contribution assumption: employee only about $436,500 at 4% or $291,000 at 6%; with 50% employer match about $291,000 at 4% or $194,000 at 6%; with 100% employer match about $218,250 at 4% or $145,500 at 6%.
Frederick Swartz & Co. PC 401(K ) Profit Sharing Plan-2$150,642$34,920$17,460iApproximate average salary by contribution assumption: employee only about $436,500 at 4% or $291,000 at 6%; with 50% employer match about $291,000 at 4% or $194,000 at 6%; with 100% employer match about $218,250 at 4% or $145,500 at 6%.
200812$41,108$40,500$20,250iApproximate average salary by contribution assumption: employee only about $506,250 at 4% or $337,500 at 6%; with 50% employer match about $337,500 at 4% or $225,000 at 6%; with 100% employer match about $253,125 at 4% or $168,750 at 6%.
Frederick Swartz & Co. PC 401(K ) Profit Sharing Plan-2$41,108$40,500$20,250iApproximate average salary by contribution assumption: employee only about $506,250 at 4% or $337,500 at 6%; with 50% employer match about $337,500 at 4% or $225,000 at 6%; with 100% employer match about $253,125 at 4% or $168,750 at 6%.