SCHWARTZ & ASSOCIATES PLLC
Plan context: Schwartz & Associates 401(K) Plan
EIN 45-4355526 • Washington, DC • 5 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
2
2016 Assets
$281,067
2016 Contributions
$5,400
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $5,400 | - |
| Schwartz & Associates 401(K) Plan | - | 0 | $0 | $5,400 | - |
| 2015 | 1 | 2 | $281,067 | $50,614 | $25,307iApproximate average salary by contribution assumption: employee only about $632,675 at 4% or $421,783 at 6%; with 50% employer match about $421,783 at 4% or $281,189 at 6%; with 100% employer match about $316,338 at 4% or $210,892 at 6%. |
| Schwartz & Associates 401(K) Plan | - | 2 | $281,067 | $50,614 | $25,307iApproximate average salary by contribution assumption: employee only about $632,675 at 4% or $421,783 at 6%; with 50% employer match about $421,783 at 4% or $281,189 at 6%; with 100% employer match about $316,338 at 4% or $210,892 at 6%. |
| 2014 | 1 | 2 | $244,505 | $79,485 | $39,743iApproximate average salary by contribution assumption: employee only about $993,563 at 4% or $662,375 at 6%; with 50% employer match about $662,375 at 4% or $441,583 at 6%; with 100% employer match about $496,781 at 4% or $331,188 at 6%. |
| Schwartz & Associates 401(K) Plan | - | 2 | $244,505 | $79,485 | $39,743iApproximate average salary by contribution assumption: employee only about $993,563 at 4% or $662,375 at 6%; with 50% employer match about $662,375 at 4% or $441,583 at 6%; with 100% employer match about $496,781 at 4% or $331,188 at 6%. |
| 2013 | 1 | 4 | $247,978 | $132,633 | $33,158iApproximate average salary by contribution assumption: employee only about $828,956 at 4% or $552,638 at 6%; with 50% employer match about $552,638 at 4% or $368,425 at 6%; with 100% employer match about $414,478 at 4% or $276,319 at 6%. |
| Schwartz & Associates 401(K) Plan | - | 4 | $247,978 | $132,633 | $33,158iApproximate average salary by contribution assumption: employee only about $828,956 at 4% or $552,638 at 6%; with 50% employer match about $552,638 at 4% or $368,425 at 6%; with 100% employer match about $414,478 at 4% or $276,319 at 6%. |
| 2012 | 1 | 4 | $94,039 | $92,974 | $23,244iApproximate average salary by contribution assumption: employee only about $581,088 at 4% or $387,392 at 6%; with 50% employer match about $387,392 at 4% or $258,261 at 6%; with 100% employer match about $290,544 at 4% or $193,696 at 6%. |
| Schwartz & Associates 401(K) Plan | - | 4 | $94,039 | $92,974 | $23,244iApproximate average salary by contribution assumption: employee only about $581,088 at 4% or $387,392 at 6%; with 50% employer match about $387,392 at 4% or $258,261 at 6%; with 100% employer match about $290,544 at 4% or $193,696 at 6%. |