Civic Intelligence

Patterson-Schwartz & Associates Inc

Plan context: Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan

EIN 51-0096693 • Hockessin, DE • 47 filings • 11 plans

7234 Lancaster Pike, Suite 200BHockessin, DE 19707
Current Snapshot

Latest Year

2024

2024 Participants

37

2024 Assets

$10,293,890

2024 Contributions

$294,251

Historical Graphs

Total Assets Over Time

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

$10,293,890$5,146,945$0199920162024YearValue
$10,293,890Latest year 2024

Participants Over Time

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

2031020199920122024YearValue
37Latest 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
2024137$10,293,890$294,251$7,953iApproximate average salary by contribution assumption: employee only about $198,818 at 4% or $132,545 at 6%; with 50% employer match about $132,545 at 4% or $88,364 at 6%; with 100% employer match about $99,409 at 4% or $66,273 at 6%.
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-37$10,293,890$294,251$7,953iApproximate average salary by contribution assumption: employee only about $198,818 at 4% or $132,545 at 6%; with 50% employer match about $132,545 at 4% or $88,364 at 6%; with 100% employer match about $99,409 at 4% or $66,273 at 6%.
2023138$9,825,711$374,548$9,857iApproximate average salary by contribution assumption: employee only about $246,413 at 4% or $164,275 at 6%; with 50% employer match about $164,275 at 4% or $109,517 at 6%; with 100% employer match about $123,207 at 4% or $82,138 at 6%.
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-38$9,825,711$374,548$9,857iApproximate average salary by contribution assumption: employee only about $246,413 at 4% or $164,275 at 6%; with 50% employer match about $164,275 at 4% or $109,517 at 6%; with 100% employer match about $123,207 at 4% or $82,138 at 6%.
2022141$8,553,756$386,993$9,439iApproximate average salary by contribution assumption: employee only about $235,971 at 4% or $157,314 at 6%; with 50% employer match about $157,314 at 4% or $104,876 at 6%; with 100% employer match about $117,986 at 4% or $78,657 at 6%.
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-41$8,553,756$386,993$9,439iApproximate average salary by contribution assumption: employee only about $235,971 at 4% or $157,314 at 6%; with 50% employer match about $157,314 at 4% or $104,876 at 6%; with 100% employer match about $117,986 at 4% or $78,657 at 6%.
2021142$10,127,350$385,058$9,168iApproximate average salary by contribution assumption: employee only about $229,201 at 4% or $152,801 at 6%; with 50% employer match about $152,801 at 4% or $101,867 at 6%; with 100% employer match about $114,601 at 4% or $76,400 at 6%.
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-42$10,127,350$385,058$9,168iApproximate average salary by contribution assumption: employee only about $229,201 at 4% or $152,801 at 6%; with 50% employer match about $152,801 at 4% or $101,867 at 6%; with 100% employer match about $114,601 at 4% or $76,400 at 6%.
2020143$9,707,391$286,329$6,659iApproximate average salary by contribution assumption: employee only about $166,470 at 4% or $110,980 at 6%; with 50% employer match about $110,980 at 4% or $73,987 at 6%; with 100% employer match about $83,235 at 4% or $55,490 at 6%.
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-43$9,707,391$286,329$6,659iApproximate average salary by contribution assumption: employee only about $166,470 at 4% or $110,980 at 6%; with 50% employer match about $110,980 at 4% or $73,987 at 6%; with 100% employer match about $83,235 at 4% or $55,490 at 6%.
2019142$8,476,207$13,262$316iApproximate average salary by contribution assumption: employee only about $7,894 at 4% or $5,263 at 6%; with 50% employer match about $5,263 at 4% or $3,508 at 6%; with 100% employer match about $3,947 at 4% or $2,631 at 6%.
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-42$8,476,207$13,262$316iApproximate average salary by contribution assumption: employee only about $7,894 at 4% or $5,263 at 6%; with 50% employer match about $5,263 at 4% or $3,508 at 6%; with 100% employer match about $3,947 at 4% or $2,631 at 6%.
2018142$8,328,410$326,767$7,780iApproximate average salary by contribution assumption: employee only about $194,504 at 4% or $129,669 at 6%; with 50% employer match about $129,669 at 4% or $86,446 at 6%; with 100% employer match about $97,252 at 4% or $64,835 at 6%.
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-42$8,328,410$326,767$7,780iApproximate average salary by contribution assumption: employee only about $194,504 at 4% or $129,669 at 6%; with 50% employer match about $129,669 at 4% or $86,446 at 6%; with 100% employer match about $97,252 at 4% or $64,835 at 6%.
2017142$7,814,427$316,770$7,542iApproximate average salary by contribution assumption: employee only about $188,554 at 4% or $125,702 at 6%; with 50% employer match about $125,702 at 4% or $83,802 at 6%; with 100% employer match about $94,277 at 4% or $62,851 at 6%.
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-42$7,814,427$316,770$7,542iApproximate average salary by contribution assumption: employee only about $188,554 at 4% or $125,702 at 6%; with 50% employer match about $125,702 at 4% or $83,802 at 6%; with 100% employer match about $94,277 at 4% or $62,851 at 6%.
2016143$7,522,133$305,339$7,101iApproximate average salary by contribution assumption: employee only about $177,523 at 4% or $118,348 at 6%; with 50% employer match about $118,348 at 4% or $78,899 at 6%; with 100% employer match about $88,761 at 4% or $59,174 at 6%.
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-43$7,522,133$305,339$7,101iApproximate average salary by contribution assumption: employee only about $177,523 at 4% or $118,348 at 6%; with 50% employer match about $118,348 at 4% or $78,899 at 6%; with 100% employer match about $88,761 at 4% or $59,174 at 6%.
2015148$6,691,154$298,394$6,217iApproximate average salary by contribution assumption: employee only about $155,414 at 4% or $103,609 at 6%; with 50% employer match about $103,609 at 4% or $69,073 at 6%; with 100% employer match about $77,707 at 4% or $51,805 at 6%.
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-48$6,691,154$298,394$6,217iApproximate average salary by contribution assumption: employee only about $155,414 at 4% or $103,609 at 6%; with 50% employer match about $103,609 at 4% or $69,073 at 6%; with 100% employer match about $77,707 at 4% or $51,805 at 6%.
2014147$6,418,819$242,793$5,166iApproximate average salary by contribution assumption: employee only about $129,145 at 4% or $86,097 at 6%; with 50% employer match about $86,097 at 4% or $57,398 at 6%; with 100% employer match about $64,573 at 4% or $43,048 at 6%.
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-47$6,418,819$242,793$5,166iApproximate average salary by contribution assumption: employee only about $129,145 at 4% or $86,097 at 6%; with 50% employer match about $86,097 at 4% or $57,398 at 6%; with 100% employer match about $64,573 at 4% or $43,048 at 6%.
2013149$8,322,837$411,934$8,407iApproximate average salary by contribution assumption: employee only about $210,170 at 4% or $140,114 at 6%; with 50% employer match about $140,114 at 4% or $93,409 at 6%; with 100% employer match about $105,085 at 4% or $70,057 at 6%.
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-49$8,322,837$411,934$8,407iApproximate average salary by contribution assumption: employee only about $210,170 at 4% or $140,114 at 6%; with 50% employer match about $140,114 at 4% or $93,409 at 6%; with 100% employer match about $105,085 at 4% or $70,057 at 6%.
2012148$7,499,607$193,985$4,041iApproximate average salary by contribution assumption: employee only about $101,034 at 4% or $67,356 at 6%; with 50% employer match about $67,356 at 4% or $44,904 at 6%; with 100% employer match about $50,517 at 4% or $33,678 at 6%.
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-48$7,499,607$193,985$4,041iApproximate average salary by contribution assumption: employee only about $101,034 at 4% or $67,356 at 6%; with 50% employer match about $67,356 at 4% or $44,904 at 6%; with 100% employer match about $50,517 at 4% or $33,678 at 6%.
2011155$7,346,491$230,880$4,198iApproximate average salary by contribution assumption: employee only about $104,945 at 4% or $69,964 at 6%; with 50% employer match about $69,964 at 4% or $46,642 at 6%; with 100% employer match about $52,473 at 4% or $34,982 at 6%.
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-55$7,346,491$230,880$4,198iApproximate average salary by contribution assumption: employee only about $104,945 at 4% or $69,964 at 6%; with 50% employer match about $69,964 at 4% or $46,642 at 6%; with 100% employer match about $52,473 at 4% or $34,982 at 6%.
2010159$7,814,169$255,003$4,322iApproximate average salary by contribution assumption: employee only about $108,052 at 4% or $72,035 at 6%; with 50% employer match about $72,035 at 4% or $48,023 at 6%; with 100% employer match about $54,026 at 4% or $36,017 at 6%.
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-59$7,814,169$255,003$4,322iApproximate average salary by contribution assumption: employee only about $108,052 at 4% or $72,035 at 6%; with 50% employer match about $72,035 at 4% or $48,023 at 6%; with 100% employer match about $54,026 at 4% or $36,017 at 6%.
2009161$7,616,082$255,627$4,191iApproximate average salary by contribution assumption: employee only about $104,765 at 4% or $69,843 at 6%; with 50% employer match about $69,843 at 4% or $46,562 at 6%; with 100% employer match about $52,383 at 4% or $34,922 at 6%.
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-61$7,616,082$255,627$4,191iApproximate average salary by contribution assumption: employee only about $104,765 at 4% or $69,843 at 6%; with 50% employer match about $69,843 at 4% or $46,562 at 6%; with 100% employer match about $52,383 at 4% or $34,922 at 6%.
2008284$0$0-
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-63---
PATTERSON-SCHWARTZ & ASSOCIATES, INC. GROUP BENEFITS PLAN-84---
2007366$0$0-
Patterson-Schwartz & Associates Inc. Health & Dental Plan-0---
Patterson-Schwartz & Associates Inc Health & Dental Plan-0---
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-66---
20063203$0$0-
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-74---
Patterson-Schwartz & Associates Inc. Health & Dental Plan-132---
Patterson-Schwartz & Associates Inc Health & Dental Plan-203---
20053202$0$0-
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-80---
Patterson-Schwartz & Associates Inc. Health & Dental Plan-132---
Patterson-Schwartz & Associates Inc Health & Dental Plan-202---
20043187$0$0-
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-79---
Patterson-Schwartz & Associates Inc Health & Dental Plan-187---
Patterson-Schwartz & Associates Inc. Health & Dental Plan-120---
20032186$0$0-
Patterson-Schwartz & Associates Inc. Health & Dental Plan-120---
Patterson-Schwartz & Associates Inc Health & Dental Plan-186---
20023177$0$0-
Patterson-Schwartz & Associates Inc Health & Dental Plan-177---
Patterson-Schwartz & Associates Inc. Health & Dental Plan-122---
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-76---
20014164$0$0-
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-77---
PATTERSON-SCHWARTZ & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-0---
Patterson-Schwartz & Associates Inc Health & Dental Plan-164---
Patterson-Schwartz & Associates Inc. Health & Dental Plan-123---
20004183$0$0-
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-69---
PATTERSON-SCHWARTZ & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-0---
Patterson-Schwartz & Associates Inc. Health & Dental Plan-132---
Patterson-Schwartz & Associates Inc Health & Dental Plan-183---
19994103$5,821,259$305,231$2,963iApproximate average salary by contribution assumption: employee only about $74,085 at 4% or $49,390 at 6%; with 50% employer match about $49,390 at 4% or $32,927 at 6%; with 100% employer match about $37,043 at 4% or $24,695 at 6%.
Patterson Schwartz & Associates Inc. Restated Profit Sharing Plan-69$5,680,090$284,965$4,130iApproximate average salary by contribution assumption: employee only about $103,248 at 4% or $68,832 at 6%; with 50% employer match about $68,832 at 4% or $45,888 at 6%; with 100% employer match about $51,624 at 4% or $34,416 at 6%.
Patterson-Schwartz & Associates Inc. Defined Benefit Pension Plan-0$141,169$20,266-
Patterson-Schwartz & Associates Inc. Health & Dental Plan-103---
Patterson-Schwartz & Associates Inc Health & Dental Plan-95---