Civic Intelligence

Schwartz & Greenbaum LLC

Plan context: Schwartz & Greenbaum LLC 401(K) Profit Sharing Plan & Trust

EIN 47-5239589 • Towson, MD • 9 filings • 1 plans

409 Washington AvenueSuite 300Towson, MD 21204
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,273,230

2024 Contributions

$88,607

Historical Graphs

Total Assets Over Time

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

$1,612,288$806,144$0201620202024YearValue
$1,273,230Latest year 2024

Participants Over Time

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

740201620202024YearValue
6Latest 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
202416$1,273,230$88,607$14,768iApproximate average salary by contribution assumption: employee only about $369,196 at 4% or $246,131 at 6%; with 50% employer match about $246,131 at 4% or $164,087 at 6%; with 100% employer match about $184,598 at 4% or $123,065 at 6%.
Schwartz & Greenbaum LLC 401(K) Profit Sharing Plan & Trust-6$1,273,230$88,607$14,768iApproximate average salary by contribution assumption: employee only about $369,196 at 4% or $246,131 at 6%; with 50% employer match about $246,131 at 4% or $164,087 at 6%; with 100% employer match about $184,598 at 4% or $123,065 at 6%.
202315$1,065,145$80,069$16,014iApproximate average salary by contribution assumption: employee only about $400,345 at 4% or $266,897 at 6%; with 50% employer match about $266,897 at 4% or $177,931 at 6%; with 100% employer match about $200,173 at 4% or $133,448 at 6%.
Schwartz & Greenbaum LLC 401(K) Profit Sharing Plan & Trust-5$1,065,145$80,069$16,014iApproximate average salary by contribution assumption: employee only about $400,345 at 4% or $266,897 at 6%; with 50% employer match about $266,897 at 4% or $177,931 at 6%; with 100% employer match about $200,173 at 4% or $133,448 at 6%.
202216$947,249$78,474$13,079iApproximate average salary by contribution assumption: employee only about $326,975 at 4% or $217,983 at 6%; with 50% employer match about $217,983 at 4% or $145,322 at 6%; with 100% employer match about $163,488 at 4% or $108,992 at 6%.
Schwartz & Greenbaum LLC 401(K) Profit Sharing Plan & Trust-6$947,249$78,474$13,079iApproximate average salary by contribution assumption: employee only about $326,975 at 4% or $217,983 at 6%; with 50% employer match about $217,983 at 4% or $145,322 at 6%; with 100% employer match about $163,488 at 4% or $108,992 at 6%.
202117$1,058,420$77,339$11,048iApproximate average salary by contribution assumption: employee only about $276,211 at 4% or $184,140 at 6%; with 50% employer match about $184,140 at 4% or $122,760 at 6%; with 100% employer match about $138,105 at 4% or $92,070 at 6%.
Schwartz & Greenbaum LLC 401(K) Profit Sharing Plan & Trust-7$1,058,420$77,339$11,048iApproximate average salary by contribution assumption: employee only about $276,211 at 4% or $184,140 at 6%; with 50% employer match about $184,140 at 4% or $122,760 at 6%; with 100% employer match about $138,105 at 4% or $92,070 at 6%.
202016$879,405$72,355$12,059iApproximate average salary by contribution assumption: employee only about $301,479 at 4% or $200,986 at 6%; with 50% employer match about $200,986 at 4% or $133,991 at 6%; with 100% employer match about $150,740 at 4% or $100,493 at 6%.
Schwartz & Greenbaum LLC 401(K) Profit Sharing Plan & Trust-6$879,405$72,355$12,059iApproximate average salary by contribution assumption: employee only about $301,479 at 4% or $200,986 at 6%; with 50% employer match about $200,986 at 4% or $133,991 at 6%; with 100% employer match about $150,740 at 4% or $100,493 at 6%.
201916$1,612,288$70,129$11,688iApproximate average salary by contribution assumption: employee only about $292,204 at 4% or $194,803 at 6%; with 50% employer match about $194,803 at 4% or $129,869 at 6%; with 100% employer match about $146,102 at 4% or $97,401 at 6%.
Schwartz & Greenbaum LLC 401(K) Profit Sharing Plan & Trust-6$1,612,288$70,129$11,688iApproximate average salary by contribution assumption: employee only about $292,204 at 4% or $194,803 at 6%; with 50% employer match about $194,803 at 4% or $129,869 at 6%; with 100% employer match about $146,102 at 4% or $97,401 at 6%.
201817$1,372,937$66,926$9,561iApproximate average salary by contribution assumption: employee only about $239,021 at 4% or $159,348 at 6%; with 50% employer match about $159,348 at 4% or $106,232 at 6%; with 100% employer match about $119,511 at 4% or $79,674 at 6%.
Schwartz & Greenbaum LLC 401(K) Profit Sharing Plan & Trust-7$1,372,937$66,926$9,561iApproximate average salary by contribution assumption: employee only about $239,021 at 4% or $159,348 at 6%; with 50% employer match about $159,348 at 4% or $106,232 at 6%; with 100% employer match about $119,511 at 4% or $79,674 at 6%.
201717$1,406,816$69,844$9,978iApproximate average salary by contribution assumption: employee only about $249,443 at 4% or $166,295 at 6%; with 50% employer match about $166,295 at 4% or $110,863 at 6%; with 100% employer match about $124,721 at 4% or $83,148 at 6%.
Schwartz & Greenbaum LLC 401(K) Profit Sharing Plan & Trust-7$1,406,816$69,844$9,978iApproximate average salary by contribution assumption: employee only about $249,443 at 4% or $166,295 at 6%; with 50% employer match about $166,295 at 4% or $110,863 at 6%; with 100% employer match about $124,721 at 4% or $83,148 at 6%.
201617$1,135,075$1,062,900$151,843iApproximate average salary by contribution assumption: employee only about $3,796,071 at 4% or $2,530,714 at 6%; with 50% employer match about $2,530,714 at 4% or $1,687,143 at 6%; with 100% employer match about $1,898,036 at 4% or $1,265,357 at 6%.
Schwartz & Greenbaum LLC 401(K) Profit Sharing Plan & Trust-7$1,135,075$1,062,900$151,843iApproximate average salary by contribution assumption: employee only about $3,796,071 at 4% or $2,530,714 at 6%; with 50% employer match about $2,530,714 at 4% or $1,687,143 at 6%; with 100% employer match about $1,898,036 at 4% or $1,265,357 at 6%.