Civic Intelligence

BRYAN J. SCHWARTZ DDS SC

Plan context: BRYAN J. SCHWARTZ DDS SC RETIREMENT PLAN

EIN 46-3739217 • Pewaukee, WI • 2 filings • 1 plans

125 W. Wisconsin Ave., Suite 102Pewaukee, WI 53072
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$188,562

2025 Contributions

$99,820

Historical Graphs

Total Assets Over Time

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

$188,562$94,281$020242025YearValue
$188,562Latest year 2025

Participants Over Time

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

84020242025YearValue
8Latest year 2025

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
202518$188,562$99,820$12,478iApproximate average salary by contribution assumption: employee only about $311,938 at 4% or $207,958 at 6%; with 50% employer match about $207,958 at 4% or $138,639 at 6%; with 100% employer match about $155,969 at 4% or $103,979 at 6%.
BRYAN J. SCHWARTZ DDS SC RETIREMENT PLAN-8$188,562$99,820$12,478iApproximate average salary by contribution assumption: employee only about $311,938 at 4% or $207,958 at 6%; with 50% employer match about $207,958 at 4% or $138,639 at 6%; with 100% employer match about $155,969 at 4% or $103,979 at 6%.
202417$69,152$69,378$9,911iApproximate average salary by contribution assumption: employee only about $247,779 at 4% or $165,186 at 6%; with 50% employer match about $165,186 at 4% or $110,124 at 6%; with 100% employer match about $123,889 at 4% or $82,593 at 6%.
BRYAN J. SCHWARTZ DDS SC RETIREMENT PLAN-7$69,152$69,378$9,911iApproximate average salary by contribution assumption: employee only about $247,779 at 4% or $165,186 at 6%; with 50% employer match about $165,186 at 4% or $110,124 at 6%; with 100% employer match about $123,889 at 4% or $82,593 at 6%.
BRYAN J. SCHWARTZ DDS SC | EIN 46-3739217 | 2025 Form 5500 Company Profile