Lewis L Schwartz PLLC
Plan context: Lewis L Schwartz PLLC 401(K) Profit Sharing Plan & Trust
EIN 46-4249044 • Buffalo, NY • 12 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$1,113,054
2025 Contributions
$237,853
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 1 | $1,113,054 | $237,853 | $237,853iApproximate average salary by contribution assumption: employee only about $5,946,325 at 4% or $3,964,217 at 6%; with 50% employer match about $3,964,217 at 4% or $2,642,811 at 6%; with 100% employer match about $2,973,163 at 4% or $1,982,108 at 6%. |
| Lewis L Schwartz PLLC 401(K) Profit Sharing Plan & Trust | - | 1 | $1,113,054 | $237,853 | $237,853iApproximate average salary by contribution assumption: employee only about $5,946,325 at 4% or $3,964,217 at 6%; with 50% employer match about $3,964,217 at 4% or $2,642,811 at 6%; with 100% employer match about $2,973,163 at 4% or $1,982,108 at 6%. |
| 2024 | 1 | 3 | $966,494 | $53,654 | $17,885iApproximate average salary by contribution assumption: employee only about $447,117 at 4% or $298,078 at 6%; with 50% employer match about $298,078 at 4% or $198,719 at 6%; with 100% employer match about $223,558 at 4% or $149,039 at 6%. |
| Lewis L Schwartz PLLC 401(K) Profit Sharing Plan & Trust | - | 3 | $966,494 | $53,654 | $17,885iApproximate average salary by contribution assumption: employee only about $447,117 at 4% or $298,078 at 6%; with 50% employer match about $298,078 at 4% or $198,719 at 6%; with 100% employer match about $223,558 at 4% or $149,039 at 6%. |
| 2023 | 1 | 3 | $798,280 | $70,362 | $23,454iApproximate average salary by contribution assumption: employee only about $586,350 at 4% or $390,900 at 6%; with 50% employer match about $390,900 at 4% or $260,600 at 6%; with 100% employer match about $293,175 at 4% or $195,450 at 6%. |
| Lewis L Schwartz PLLC 401(K) Profit Sharing Plan & Trust | - | 3 | $798,280 | $70,362 | $23,454iApproximate average salary by contribution assumption: employee only about $586,350 at 4% or $390,900 at 6%; with 50% employer match about $390,900 at 4% or $260,600 at 6%; with 100% employer match about $293,175 at 4% or $195,450 at 6%. |
| 2022 | 1 | 3 | $605,451 | $65,931 | $21,977iApproximate average salary by contribution assumption: employee only about $549,425 at 4% or $366,283 at 6%; with 50% employer match about $366,283 at 4% or $244,189 at 6%; with 100% employer match about $274,713 at 4% or $183,142 at 6%. |
| Lewis L Schwartz PLLC 401(K) Profit Sharing Plan & Trust | - | 3 | $605,451 | $65,931 | $21,977iApproximate average salary by contribution assumption: employee only about $549,425 at 4% or $366,283 at 6%; with 50% employer match about $366,283 at 4% or $244,189 at 6%; with 100% employer match about $274,713 at 4% or $183,142 at 6%. |
| 2021 | 1 | 3 | $670,532 | $63,285 | $21,095iApproximate average salary by contribution assumption: employee only about $527,375 at 4% or $351,583 at 6%; with 50% employer match about $351,583 at 4% or $234,389 at 6%; with 100% employer match about $263,688 at 4% or $175,792 at 6%. |
| Lewis L Schwartz PLLC 401(K) Profit Sharing Plan & Trust | - | 3 | $670,532 | $63,285 | $21,095iApproximate average salary by contribution assumption: employee only about $527,375 at 4% or $351,583 at 6%; with 50% employer match about $351,583 at 4% or $234,389 at 6%; with 100% employer match about $263,688 at 4% or $175,792 at 6%. |
| 2020 | 1 | 3 | $524,286 | $55,219 | $18,406iApproximate average salary by contribution assumption: employee only about $460,158 at 4% or $306,772 at 6%; with 50% employer match about $306,772 at 4% or $204,515 at 6%; with 100% employer match about $230,079 at 4% or $153,386 at 6%. |
| Lewis L Schwartz PLLC 401(K) Profit Sharing Plan & Trust | - | 3 | $524,286 | $55,219 | $18,406iApproximate average salary by contribution assumption: employee only about $460,158 at 4% or $306,772 at 6%; with 50% employer match about $306,772 at 4% or $204,515 at 6%; with 100% employer match about $230,079 at 4% or $153,386 at 6%. |
| 2019 | 1 | 1 | $381,290 | $74,891 | $74,891iApproximate average salary by contribution assumption: employee only about $1,872,275 at 4% or $1,248,183 at 6%; with 50% employer match about $1,248,183 at 4% or $832,122 at 6%; with 100% employer match about $936,138 at 4% or $624,092 at 6%. |
| Lewis L Schwartz PLLC 401(K) Profit Sharing Plan & Trust | - | 1 | $381,290 | $74,891 | $74,891iApproximate average salary by contribution assumption: employee only about $1,872,275 at 4% or $1,248,183 at 6%; with 50% employer match about $1,248,183 at 4% or $832,122 at 6%; with 100% employer match about $936,138 at 4% or $624,092 at 6%. |
| 2018 | 1 | 3 | $242,039 | $68,925 | $22,975iApproximate average salary by contribution assumption: employee only about $574,375 at 4% or $382,917 at 6%; with 50% employer match about $382,917 at 4% or $255,278 at 6%; with 100% employer match about $287,188 at 4% or $191,458 at 6%. |
| Lewis L Schwartz PLLC 401(K) Profit Sharing Plan & Trust | - | 3 | $242,039 | $68,925 | $22,975iApproximate average salary by contribution assumption: employee only about $574,375 at 4% or $382,917 at 6%; with 50% employer match about $382,917 at 4% or $255,278 at 6%; with 100% employer match about $287,188 at 4% or $191,458 at 6%. |
| 2017 | 1 | 3 | $188,949 | $71,347 | $23,782iApproximate average salary by contribution assumption: employee only about $594,558 at 4% or $396,372 at 6%; with 50% employer match about $396,372 at 4% or $264,248 at 6%; with 100% employer match about $297,279 at 4% or $198,186 at 6%. |
| Lewis L Schwartz PLLC 401(K) Profit Sharing Plan & Trust | - | 3 | $188,949 | $71,347 | $23,782iApproximate average salary by contribution assumption: employee only about $594,558 at 4% or $396,372 at 6%; with 50% employer match about $396,372 at 4% or $264,248 at 6%; with 100% employer match about $297,279 at 4% or $198,186 at 6%. |
| 2016 | 1 | 2 | $89,809 | $30,207 | $15,104iApproximate average salary by contribution assumption: employee only about $377,588 at 4% or $251,725 at 6%; with 50% employer match about $251,725 at 4% or $167,817 at 6%; with 100% employer match about $188,794 at 4% or $125,863 at 6%. |
| Lewis L Schwartz PLLC 401(K) Profit Sharing Plan & Trust | - | 2 | $89,809 | $30,207 | $15,104iApproximate average salary by contribution assumption: employee only about $377,588 at 4% or $251,725 at 6%; with 50% employer match about $251,725 at 4% or $167,817 at 6%; with 100% employer match about $188,794 at 4% or $125,863 at 6%. |
| 2015 | 1 | 2 | $54,266 | $34,145 | $17,073iApproximate average salary by contribution assumption: employee only about $426,813 at 4% or $284,542 at 6%; with 50% employer match about $284,542 at 4% or $189,694 at 6%; with 100% employer match about $213,406 at 4% or $142,271 at 6%. |
| Lewis L Schwartz PLLC 401(K) Profit Sharing Plan & Trust | - | 2 | $54,266 | $34,145 | $17,073iApproximate average salary by contribution assumption: employee only about $426,813 at 4% or $284,542 at 6%; with 50% employer match about $284,542 at 4% or $189,694 at 6%; with 100% employer match about $213,406 at 4% or $142,271 at 6%. |
| 2014 | 1 | 2 | $20,770 | $20,258 | $10,129iApproximate average salary by contribution assumption: employee only about $253,225 at 4% or $168,817 at 6%; with 50% employer match about $168,817 at 4% or $112,544 at 6%; with 100% employer match about $126,613 at 4% or $84,408 at 6%. |
| Lewis L Schwartz PLLC 401(K) Profit Sharing Plan & Trust | - | 2 | $20,770 | $20,258 | $10,129iApproximate average salary by contribution assumption: employee only about $253,225 at 4% or $168,817 at 6%; with 50% employer match about $168,817 at 4% or $112,544 at 6%; with 100% employer match about $126,613 at 4% or $84,408 at 6%. |