Civic Intelligence

SCOTT SCHWARTZ DDS, PC

Plan context: SCOTT SCHWARTZ DDS PC CASH BALANCE PLAN

EIN 45-4322223 • North Babylon, NY • 21 filings • 3 plans

1476 Deer Park AvenueNorth Babylon, NY 11703
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$3,212,174

2025 Contributions

$996,464

Historical Graphs

Total Assets Over Time

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

$4,279,052$2,139,526$0201420192024YearValue
$3,212,174Latest year 2024

Participants Over Time

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

1470201420192024YearValue
11Latest 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
202510$0$0-
SCOTT SCHWARTZ DDS PC CASH BALANCE PLAN-0$0$0-
2024211$3,212,174$996,464$90,588iApproximate average salary by contribution assumption: employee only about $2,264,691 at 4% or $1,509,794 at 6%; with 50% employer match about $1,509,794 at 4% or $1,006,529 at 6%; with 100% employer match about $1,132,345 at 4% or $754,897 at 6%.
SCOTT SCHWARTZ DDS PC CASH BALANCE PLAN-11$3,212,174$996,464$90,588iApproximate average salary by contribution assumption: employee only about $2,264,691 at 4% or $1,509,794 at 6%; with 50% employer match about $1,509,794 at 4% or $1,006,529 at 6%; with 100% employer match about $1,132,345 at 4% or $754,897 at 6%.
SCOTT SCHWARTZ DDS, PC 401(K) PLAN-0$0$0-
2023214$4,279,052$492,131$35,152iApproximate average salary by contribution assumption: employee only about $878,805 at 4% or $585,870 at 6%; with 50% employer match about $585,870 at 4% or $390,580 at 6%; with 100% employer match about $439,403 at 4% or $292,935 at 6%.
SCOTT SCHWARTZ DDS, PC 401(K) PLAN-14$2,238,235$142,131$10,152iApproximate average salary by contribution assumption: employee only about $253,805 at 4% or $169,204 at 6%; with 50% employer match about $169,204 at 4% or $112,802 at 6%; with 100% employer match about $126,903 at 4% or $84,602 at 6%.
SCOTT SCHWARTZ DDS PC CASH BALANCE PLAN-9$2,040,817$350,000$38,889iApproximate average salary by contribution assumption: employee only about $972,222 at 4% or $648,148 at 6%; with 50% employer match about $648,148 at 4% or $432,099 at 6%; with 100% employer match about $486,111 at 4% or $324,074 at 6%.
2022213$3,422,438$371,678$28,591iApproximate average salary by contribution assumption: employee only about $714,765 at 4% or $476,510 at 6%; with 50% employer match about $476,510 at 4% or $317,674 at 6%; with 100% employer match about $357,383 at 4% or $238,255 at 6%.
SCOTT SCHWARTZ, DDS, PC 401(K) PLAN-13$1,872,029$121,226$9,325iApproximate average salary by contribution assumption: employee only about $233,127 at 4% or $155,418 at 6%; with 50% employer match about $155,418 at 4% or $103,612 at 6%; with 100% employer match about $116,563 at 4% or $77,709 at 6%.
SCOTT SCHWARTZ DDS PC CASH BALANCE PLAN-10$1,550,409$250,452$25,045iApproximate average salary by contribution assumption: employee only about $626,130 at 4% or $417,420 at 6%; with 50% employer match about $417,420 at 4% or $278,280 at 6%; with 100% employer match about $313,065 at 4% or $208,710 at 6%.
2021212$3,543,604$353,160$29,430iApproximate average salary by contribution assumption: employee only about $735,750 at 4% or $490,500 at 6%; with 50% employer match about $490,500 at 4% or $327,000 at 6%; with 100% employer match about $367,875 at 4% or $245,250 at 6%.
SCOTT SCHWARTZ, DDS, PC 401(K) PLAN-12$2,071,731$121,978$10,165iApproximate average salary by contribution assumption: employee only about $254,121 at 4% or $169,414 at 6%; with 50% employer match about $169,414 at 4% or $112,943 at 6%; with 100% employer match about $127,060 at 4% or $84,707 at 6%.
SCOTT SCHWARTZ DDS PC CASH BALANCE PLAN-7$1,471,873$231,182$33,026iApproximate average salary by contribution assumption: employee only about $825,650 at 4% or $550,433 at 6%; with 50% employer match about $550,433 at 4% or $366,956 at 6%; with 100% employer match about $412,825 at 4% or $275,217 at 6%.
2020213$3,097,326$365,394$28,107iApproximate average salary by contribution assumption: employee only about $702,681 at 4% or $468,454 at 6%; with 50% employer match about $468,454 at 4% or $312,303 at 6%; with 100% employer match about $351,340 at 4% or $234,227 at 6%.
SCOTT SCHWARTZ, DDS, PC 401(K) PLAN-13$1,911,462$138,528$10,656iApproximate average salary by contribution assumption: employee only about $266,400 at 4% or $177,600 at 6%; with 50% employer match about $177,600 at 4% or $118,400 at 6%; with 100% employer match about $133,200 at 4% or $88,800 at 6%.
SCOTT SCHWARTZ DDS PC CASH BALANCE PLAN-9$1,185,864$226,866$25,207iApproximate average salary by contribution assumption: employee only about $630,183 at 4% or $420,122 at 6%; with 50% employer match about $420,122 at 4% or $280,081 at 6%; with 100% employer match about $315,092 at 4% or $210,061 at 6%.
2019212$2,574,089$340,561$28,380iApproximate average salary by contribution assumption: employee only about $709,502 at 4% or $473,001 at 6%; with 50% employer match about $473,001 at 4% or $315,334 at 6%; with 100% employer match about $354,751 at 4% or $236,501 at 6%.
SCOTT SCHWARTZ, DDS, PC 401(K) PLAN-12$1,674,033$146,148$12,179iApproximate average salary by contribution assumption: employee only about $304,475 at 4% or $202,983 at 6%; with 50% employer match about $202,983 at 4% or $135,322 at 6%; with 100% employer match about $152,238 at 4% or $101,492 at 6%.
SCOTT SCHWARTZ DDS PC CASH BALANCE PLAN-9$900,056$194,413$21,601iApproximate average salary by contribution assumption: employee only about $540,036 at 4% or $360,024 at 6%; with 50% employer match about $360,024 at 4% or $240,016 at 6%; with 100% employer match about $270,018 at 4% or $180,012 at 6%.
2018213$1,980,727$434,144$33,396iApproximate average salary by contribution assumption: employee only about $834,892 at 4% or $556,595 at 6%; with 50% employer match about $556,595 at 4% or $371,063 at 6%; with 100% employer match about $417,446 at 4% or $278,297 at 6%.
SCOTT SCHWARTZ, DDS, PC 401(K) PLAN-13$1,351,773$173,230$13,325iApproximate average salary by contribution assumption: employee only about $333,135 at 4% or $222,090 at 6%; with 50% employer match about $222,090 at 4% or $148,060 at 6%; with 100% employer match about $166,567 at 4% or $111,045 at 6%.
SCOTT SCHWARTZ DDS PC CASH BALANCE PLAN-10$628,954$260,914$26,091iApproximate average salary by contribution assumption: employee only about $652,285 at 4% or $434,857 at 6%; with 50% employer match about $434,857 at 4% or $289,904 at 6%; with 100% employer match about $326,143 at 4% or $217,428 at 6%.
2017213$1,637,058$314,465$24,190iApproximate average salary by contribution assumption: employee only about $604,740 at 4% or $403,160 at 6%; with 50% employer match about $403,160 at 4% or $268,774 at 6%; with 100% employer match about $302,370 at 4% or $201,580 at 6%.
SCOTT SCHWARTZ, DDS, PC 401(K) PLAN-13$1,254,055$121,465$9,343iApproximate average salary by contribution assumption: employee only about $233,587 at 4% or $155,724 at 6%; with 50% employer match about $155,724 at 4% or $103,816 at 6%; with 100% employer match about $116,793 at 4% or $77,862 at 6%.
SCOTT SCHWARTZ DDS PC CASH BALANCE PLAN-10$383,003$193,000$19,300iApproximate average salary by contribution assumption: employee only about $482,500 at 4% or $321,667 at 6%; with 50% employer match about $321,667 at 4% or $214,444 at 6%; with 100% employer match about $241,250 at 4% or $160,833 at 6%.
2016210$1,159,425$272,180$27,218iApproximate average salary by contribution assumption: employee only about $680,450 at 4% or $453,633 at 6%; with 50% employer match about $453,633 at 4% or $302,422 at 6%; with 100% employer match about $340,225 at 4% or $226,817 at 6%.
SCOTT SCHWARTZ, DDS, PC 401(K) PLAN-10$981,425$94,180$9,418iApproximate average salary by contribution assumption: employee only about $235,450 at 4% or $156,967 at 6%; with 50% employer match about $156,967 at 4% or $104,644 at 6%; with 100% employer match about $117,725 at 4% or $78,483 at 6%.
SCOTT SCHWARTZ DDS PC CASH BALANCE PLAN-8$178,000$178,000$22,250iApproximate average salary by contribution assumption: employee only about $556,250 at 4% or $370,833 at 6%; with 50% employer match about $370,833 at 4% or $247,222 at 6%; with 100% employer match about $278,125 at 4% or $185,417 at 6%.
2015110$826,874$118,542$11,854iApproximate average salary by contribution assumption: employee only about $296,355 at 4% or $197,570 at 6%; with 50% employer match about $197,570 at 4% or $131,713 at 6%; with 100% employer match about $148,178 at 4% or $98,785 at 6%.
SCOTT SCHWARTZ, DDS, PC 401(K) PLAN-10$826,874$118,542$11,854iApproximate average salary by contribution assumption: employee only about $296,355 at 4% or $197,570 at 6%; with 50% employer match about $197,570 at 4% or $131,713 at 6%; with 100% employer match about $148,178 at 4% or $98,785 at 6%.
201418$845,523$818,757$102,345iApproximate average salary by contribution assumption: employee only about $2,558,616 at 4% or $1,705,744 at 6%; with 50% employer match about $1,705,744 at 4% or $1,137,163 at 6%; with 100% employer match about $1,279,308 at 4% or $852,872 at 6%.
SCOTT SCHWARTZ, DDS, PC 401(K) PLAN-8$845,523$818,757$102,345iApproximate average salary by contribution assumption: employee only about $2,558,616 at 4% or $1,705,744 at 6%; with 50% employer match about $1,705,744 at 4% or $1,137,163 at 6%; with 100% employer match about $1,279,308 at 4% or $852,872 at 6%.