Civic Intelligence

Michael J Schwartz CPA PC

Plan context: Michael J. Schwartz CPA PC Profit Sharing Plan

EIN 46-1539797 • 12 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,199,767

2024 Contributions

$63,000

Historical Graphs

Total Assets Over Time

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

$1,199,767$599,884$0201320192024YearValue
$1,199,767Latest year 2024

Participants Over Time

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

420201320192024YearValue
2Latest 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
202412$1,199,767$63,000$31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%.
Michael J. Schwartz CPA PC Profit Sharing Plan-2$1,199,767$63,000$31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%.
202312$1,009,354$62,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
Michael J. Schwartz CPA PC Profit Sharing Plan-2$1,009,354$62,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
202212$852,084$60,566$30,283iApproximate average salary by contribution assumption: employee only about $757,075 at 4% or $504,717 at 6%; with 50% employer match about $504,717 at 4% or $336,478 at 6%; with 100% employer match about $378,538 at 4% or $252,358 at 6%.
Michael J. Schwartz CPA PC Profit Sharing Plan-2$852,084$60,566$30,283iApproximate average salary by contribution assumption: employee only about $757,075 at 4% or $504,717 at 6%; with 50% employer match about $504,717 at 4% or $336,478 at 6%; with 100% employer match about $378,538 at 4% or $252,358 at 6%.
202113$967,479$59,584$19,861iApproximate average salary by contribution assumption: employee only about $496,533 at 4% or $331,022 at 6%; with 50% employer match about $331,022 at 4% or $220,681 at 6%; with 100% employer match about $248,267 at 4% or $165,511 at 6%.
Michael J. Schwartz CPA PC Profit Sharing Plan-3$967,479$59,584$19,861iApproximate average salary by contribution assumption: employee only about $496,533 at 4% or $331,022 at 6%; with 50% employer match about $331,022 at 4% or $220,681 at 6%; with 100% employer match about $248,267 at 4% or $165,511 at 6%.
202014$838,780$58,332$14,583iApproximate average salary by contribution assumption: employee only about $364,575 at 4% or $243,050 at 6%; with 50% employer match about $243,050 at 4% or $162,033 at 6%; with 100% employer match about $182,288 at 4% or $121,525 at 6%.
Michael J. Schwartz CPA PC Profit Sharing Plan-4$838,780$58,332$14,583iApproximate average salary by contribution assumption: employee only about $364,575 at 4% or $243,050 at 6%; with 50% employer match about $243,050 at 4% or $162,033 at 6%; with 100% employer match about $182,288 at 4% or $121,525 at 6%.
201913$687,076$51,229$17,076iApproximate average salary by contribution assumption: employee only about $426,908 at 4% or $284,606 at 6%; with 50% employer match about $284,606 at 4% or $189,737 at 6%; with 100% employer match about $213,454 at 4% or $142,303 at 6%.
Michael J. Schwartz CPA PC Profit Sharing Plan-3$687,076$51,229$17,076iApproximate average salary by contribution assumption: employee only about $426,908 at 4% or $284,606 at 6%; with 50% employer match about $284,606 at 4% or $189,737 at 6%; with 100% employer match about $213,454 at 4% or $142,303 at 6%.
201813$543,970$42,595$14,198iApproximate average salary by contribution assumption: employee only about $354,958 at 4% or $236,639 at 6%; with 50% employer match about $236,639 at 4% or $157,759 at 6%; with 100% employer match about $177,479 at 4% or $118,319 at 6%.
Michael J. Schwartz CPA PC Profit Sharing Plan-3$543,970$42,595$14,198iApproximate average salary by contribution assumption: employee only about $354,958 at 4% or $236,639 at 6%; with 50% employer match about $236,639 at 4% or $157,759 at 6%; with 100% employer match about $177,479 at 4% or $118,319 at 6%.
201713$524,989$31,269$10,423iApproximate average salary by contribution assumption: employee only about $260,575 at 4% or $173,717 at 6%; with 50% employer match about $173,717 at 4% or $115,811 at 6%; with 100% employer match about $130,288 at 4% or $86,858 at 6%.
Michael J. Schwartz CPA PC Profit Sharing Plan-3$524,989$31,269$10,423iApproximate average salary by contribution assumption: employee only about $260,575 at 4% or $173,717 at 6%; with 50% employer match about $173,717 at 4% or $115,811 at 6%; with 100% employer match about $130,288 at 4% or $86,858 at 6%.
201613$450,418$34,583$11,528iApproximate average salary by contribution assumption: employee only about $288,192 at 4% or $192,128 at 6%; with 50% employer match about $192,128 at 4% or $128,085 at 6%; with 100% employer match about $144,096 at 4% or $96,064 at 6%.
Michael J. Schwartz CPA PC Profit Sharing Plan-3$450,418$34,583$11,528iApproximate average salary by contribution assumption: employee only about $288,192 at 4% or $192,128 at 6%; with 50% employer match about $192,128 at 4% or $128,085 at 6%; with 100% employer match about $144,096 at 4% or $96,064 at 6%.
201512$391,068$29,460$14,730iApproximate average salary by contribution assumption: employee only about $368,250 at 4% or $245,500 at 6%; with 50% employer match about $245,500 at 4% or $163,667 at 6%; with 100% employer match about $184,125 at 4% or $122,750 at 6%.
Michael J. Schwartz CPA PC Profit Sharing Plan-2$391,068$29,460$14,730iApproximate average salary by contribution assumption: employee only about $368,250 at 4% or $245,500 at 6%; with 50% employer match about $245,500 at 4% or $163,667 at 6%; with 100% employer match about $184,125 at 4% or $122,750 at 6%.
201412$364,455$26,756$13,378iApproximate average salary by contribution assumption: employee only about $334,450 at 4% or $222,967 at 6%; with 50% employer match about $222,967 at 4% or $148,644 at 6%; with 100% employer match about $167,225 at 4% or $111,483 at 6%.
Michael J. Schwartz CPA PC Profit Sharing Plan-2$364,455$26,756$13,378iApproximate average salary by contribution assumption: employee only about $334,450 at 4% or $222,967 at 6%; with 50% employer match about $222,967 at 4% or $148,644 at 6%; with 100% employer match about $167,225 at 4% or $111,483 at 6%.
201313$322,463$299,006$99,669iApproximate average salary by contribution assumption: employee only about $2,491,717 at 4% or $1,661,144 at 6%; with 50% employer match about $1,661,144 at 4% or $1,107,430 at 6%; with 100% employer match about $1,245,858 at 4% or $830,572 at 6%.
Michael J. Schwartz CPA PC Profit Sharing Plan-3$322,463$299,006$99,669iApproximate average salary by contribution assumption: employee only about $2,491,717 at 4% or $1,661,144 at 6%; with 50% employer match about $1,661,144 at 4% or $1,107,430 at 6%; with 100% employer match about $1,245,858 at 4% or $830,572 at 6%.