Don E. Schwartz
Plan context: Don E Schwartz Basic Money Purchase Pension Plan
EIN 52-1139446 • 20 filings • 4 plans
Current Snapshot
Latest Year
2008
2008 Participants
1
2008 Assets
$1,989,019
2008 Contributions
$1,560
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 |
|---|---|---|---|---|---|
| 2008 | 2 | 1 | $1,989,019 | $0 | - |
| Don E Schwartz Basic Money Purchase Pension Plan | - | 1 | $1,621,589 | - | - |
| Don E Schwartz Basic Profit Sharing Pension Plan | - | 1 | $367,430 | - | - |
| 2007 | 2 | 1 | $0 | $0 | - |
| Don E Schwartz Basic Money Purchase Pension Plan | - | 1 | - | - | - |
| Don E Schwartz Basic Profit Sharing Pension Plan | - | 1 | - | - | - |
| 2006 | 2 | 1 | $2,554,911 | $0 | - |
| Don E Schwartz Basic Money Purchase Pension Plan | - | 1 | $2,041,742 | - | - |
| Don E Schwartz Basic Profit Sharing Pension Plan | - | 1 | $513,169 | - | - |
| 2005 | 2 | 1 | $2,139,561 | $0 | - |
| Don E Schwartz Basic Money Purchase Pension Plan | - | 1 | $1,724,500 | - | - |
| Don E Schwartz Basic Profit Sharing Pension Plan | - | 1 | $415,061 | - | - |
| 2004 | 2 | 1 | $2,082,465 | $0 | - |
| Don E Schwartz Basic Money Purchase Pension Plan | - | 1 | $1,690,413 | - | - |
| Don E Schwartz Basic Profit Sharing Pension Plan | - | 1 | $392,052 | - | - |
| 2003 | 2 | 2 | $1,931,450 | $0 | - |
| Don E Schwartz Basic Money Purchase Pension Plan | - | 2 | $1,591,858 | - | - |
| Don E Schwartz Basic Profit Sharing Pension Plan | - | 2 | $339,592 | - | - |
| 2002 | 2 | 2 | $1,545,524 | $1,560 | $780iApproximate average salary by contribution assumption: employee only about $19,500 at 4% or $13,000 at 6%; with 50% employer match about $13,000 at 4% or $8,667 at 6%; with 100% employer match about $9,750 at 4% or $6,500 at 6%. |
| Don E Schwartz Basic Money Purchase Pension Plan | - | 2 | $1,281,063 | $1,560 | $780iApproximate average salary by contribution assumption: employee only about $19,500 at 4% or $13,000 at 6%; with 50% employer match about $13,000 at 4% or $8,667 at 6%; with 100% employer match about $9,750 at 4% or $6,500 at 6%. |
| Don E Schwartz Basic Profit Sharing Pension Plan | - | 2 | $264,461 | - | - |
| 2001 | 2 | 2 | $0 | $0 | - |
| Don E Schwartz Basic Money Purchase Pension Plan | - | 2 | - | - | - |
| Don E Schwartz Basic Profit Sharing Pension Plan | - | 2 | - | - | - |
| 2000 | 2 | 3 | $2,245,232 | $3,069 | $1,023iApproximate average salary by contribution assumption: employee only about $25,575 at 4% or $17,050 at 6%; with 50% employer match about $17,050 at 4% or $11,367 at 6%; with 100% employer match about $12,788 at 4% or $8,525 at 6%. |
| Don E Schwartz Basic Money Purchase Pension Plan | - | 3 | $1,880,187 | $3,069 | $1,023iApproximate average salary by contribution assumption: employee only about $25,575 at 4% or $17,050 at 6%; with 50% employer match about $17,050 at 4% or $11,367 at 6%; with 100% employer match about $12,788 at 4% or $8,525 at 6%. |
| Don E Schwartz Basic Profit Sharing Pension Plan | - | 3 | $365,045 | - | - |
| 1999 | 2 | 3 | $2,458,138 | $5,245 | $1,748iApproximate average salary by contribution assumption: employee only about $43,708 at 4% or $29,139 at 6%; with 50% employer match about $29,139 at 4% or $19,426 at 6%; with 100% employer match about $21,854 at 4% or $14,569 at 6%. |
| Don E Schwartz Basic Money Purchase Pension Plan | - | 3 | $2,037,703 | $5,245 | $1,748iApproximate average salary by contribution assumption: employee only about $43,708 at 4% or $29,139 at 6%; with 50% employer match about $29,139 at 4% or $19,426 at 6%; with 100% employer match about $21,854 at 4% or $14,569 at 6%. |
| Don E Schwartz Basic Profit Sharing Pension Plan | - | 3 | $420,435 | - | - |