Civic Intelligence

Schwartz & Ballen LLP

Plan context: Schwartz & Ballen Profit Sharing Plan

EIN 52-1905487 • Cabin John, MD • 31 filings • 4 plans

6902 Seven Locks RoadCabin John, MD 20818
Current Snapshot

Latest Year

2022

2022 Participants

6

2022 Assets

$8,175,041

2022 Contributions

$287,085

Historical Graphs

Total Assets Over Time

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

$8,175,041$4,087,521$0200020112021YearValue
$8,175,041Latest year 2021

Participants Over Time

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

740200020112021YearValue
6Latest year 2021

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
202220$0$0-
Schwartz & Ballen LLP Cash Balance Plan-0$0--
Schwartz & Ballen Profit Sharing Plan-0$0--
202126$8,175,041$287,085$47,848iApproximate average salary by contribution assumption: employee only about $1,196,188 at 4% or $797,458 at 6%; with 50% employer match about $797,458 at 4% or $531,639 at 6%; with 100% employer match about $598,094 at 4% or $398,729 at 6%.
Schwartz & Ballen Profit Sharing Plan-6$5,273,893--
Schwartz & Ballen LLP Cash Balance Plan-5$2,901,148$287,085$57,417iApproximate average salary by contribution assumption: employee only about $1,435,425 at 4% or $956,950 at 6%; with 50% employer match about $956,950 at 4% or $637,967 at 6%; with 100% employer match about $717,713 at 4% or $478,475 at 6%.
202025$7,283,417$346,570$69,314iApproximate average salary by contribution assumption: employee only about $1,732,850 at 4% or $1,155,233 at 6%; with 50% employer match about $1,155,233 at 4% or $770,156 at 6%; with 100% employer match about $866,425 at 4% or $577,617 at 6%.
Schwartz & Ballen Profit Sharing Plan-5$4,752,748$61,447$12,289iApproximate average salary by contribution assumption: employee only about $307,235 at 4% or $204,823 at 6%; with 50% employer match about $204,823 at 4% or $136,549 at 6%; with 100% employer match about $153,618 at 4% or $102,412 at 6%.
Schwartz & Ballen LLP Cash Balance Plan-5$2,530,669$285,123$57,025iApproximate average salary by contribution assumption: employee only about $1,425,615 at 4% or $950,410 at 6%; with 50% employer match about $950,410 at 4% or $633,607 at 6%; with 100% employer match about $712,808 at 4% or $475,205 at 6%.
201926$6,371,313$420,403$70,067iApproximate average salary by contribution assumption: employee only about $1,751,679 at 4% or $1,167,786 at 6%; with 50% employer match about $1,167,786 at 4% or $778,524 at 6%; with 100% employer match about $875,840 at 4% or $583,893 at 6%.
Schwartz & Ballen Profit Sharing Plan-6$4,310,668$52,906$8,818iApproximate average salary by contribution assumption: employee only about $220,442 at 4% or $146,961 at 6%; with 50% employer match about $146,961 at 4% or $97,974 at 6%; with 100% employer match about $110,221 at 4% or $73,481 at 6%.
Schwartz & Ballen LLP Cash Balance Plan-4$2,060,645$367,497$91,874iApproximate average salary by contribution assumption: employee only about $2,296,856 at 4% or $1,531,238 at 6%; with 50% employer match about $1,531,238 at 4% or $1,020,825 at 6%; with 100% employer match about $1,148,428 at 4% or $765,619 at 6%.
201827$6,830,125$682,976$97,568iApproximate average salary by contribution assumption: employee only about $2,439,200 at 4% or $1,626,133 at 6%; with 50% employer match about $1,626,133 at 4% or $1,084,089 at 6%; with 100% employer match about $1,219,600 at 4% or $813,067 at 6%.
Schwartz & Ballen Profit Sharing Plan-7$4,905,954$75,226$10,747iApproximate average salary by contribution assumption: employee only about $268,664 at 4% or $179,110 at 6%; with 50% employer match about $179,110 at 4% or $119,406 at 6%; with 100% employer match about $134,332 at 4% or $89,555 at 6%.
Schwartz & Ballen LLP Cash Balance Plan-5$1,924,171$607,750$121,550iApproximate average salary by contribution assumption: employee only about $3,038,750 at 4% or $2,025,833 at 6%; with 50% employer match about $2,025,833 at 4% or $1,350,556 at 6%; with 100% employer match about $1,519,375 at 4% or $1,012,917 at 6%.
201726$6,763,060$489,448$81,575iApproximate average salary by contribution assumption: employee only about $2,039,367 at 4% or $1,359,578 at 6%; with 50% employer match about $1,359,578 at 4% or $906,385 at 6%; with 100% employer match about $1,019,683 at 4% or $679,789 at 6%.
Schwartz & Ballen Profit Sharing Plan-6$5,310,124$62,448$10,408iApproximate average salary by contribution assumption: employee only about $260,200 at 4% or $173,467 at 6%; with 50% employer match about $173,467 at 4% or $115,644 at 6%; with 100% employer match about $130,100 at 4% or $86,733 at 6%.
Schwartz & Ballen LLP Cash Balance Plan-6$1,452,936$427,000$71,167iApproximate average salary by contribution assumption: employee only about $1,779,167 at 4% or $1,186,111 at 6%; with 50% employer match about $1,186,111 at 4% or $790,741 at 6%; with 100% employer match about $889,583 at 4% or $593,056 at 6%.
201626$5,507,376$529,666$88,278iApproximate average salary by contribution assumption: employee only about $2,206,942 at 4% or $1,471,294 at 6%; with 50% employer match about $1,471,294 at 4% or $980,863 at 6%; with 100% employer match about $1,103,471 at 4% or $735,647 at 6%.
Schwartz & Ballen Profit Sharing Plan-6$4,571,744$68,643$11,441iApproximate average salary by contribution assumption: employee only about $286,013 at 4% or $190,675 at 6%; with 50% employer match about $190,675 at 4% or $127,117 at 6%; with 100% employer match about $143,006 at 4% or $95,338 at 6%.
Schwartz & Ballen LLP Cash Balance Plan-5$935,632$461,023$92,205iApproximate average salary by contribution assumption: employee only about $2,305,115 at 4% or $1,536,743 at 6%; with 50% employer match about $1,536,743 at 4% or $1,024,496 at 6%; with 100% employer match about $1,152,558 at 4% or $768,372 at 6%.
201526$4,719,499$542,179$90,363iApproximate average salary by contribution assumption: employee only about $2,259,079 at 4% or $1,506,053 at 6%; with 50% employer match about $1,506,053 at 4% or $1,004,035 at 6%; with 100% employer match about $1,129,540 at 4% or $753,026 at 6%.
Schwartz & Ballen Profit Sharing Plan-6$4,252,954$75,634$12,606iApproximate average salary by contribution assumption: employee only about $315,142 at 4% or $210,094 at 6%; with 50% employer match about $210,094 at 4% or $140,063 at 6%; with 100% employer match about $157,571 at 4% or $105,047 at 6%.
Schwartz & Ballen LLP Cash Balance Plan-5$466,545$466,545$93,309iApproximate average salary by contribution assumption: employee only about $2,332,725 at 4% or $1,555,150 at 6%; with 50% employer match about $1,555,150 at 4% or $1,036,767 at 6%; with 100% employer match about $1,166,363 at 4% or $777,575 at 6%.
201416$4,186,451$182,728$30,455iApproximate average salary by contribution assumption: employee only about $761,367 at 4% or $507,578 at 6%; with 50% employer match about $507,578 at 4% or $338,385 at 6%; with 100% employer match about $380,683 at 4% or $253,789 at 6%.
Schwartz & Ballen Profit Sharing Plan-6$4,186,451$182,728$30,455iApproximate average salary by contribution assumption: employee only about $761,367 at 4% or $507,578 at 6%; with 50% employer match about $507,578 at 4% or $338,385 at 6%; with 100% employer match about $380,683 at 4% or $253,789 at 6%.
201315$3,764,067$174,417$34,883iApproximate average salary by contribution assumption: employee only about $872,085 at 4% or $581,390 at 6%; with 50% employer match about $581,390 at 4% or $387,593 at 6%; with 100% employer match about $436,043 at 4% or $290,695 at 6%.
Schwartz & Ballen Profit Sharing Plan-5$3,764,067$174,417$34,883iApproximate average salary by contribution assumption: employee only about $872,085 at 4% or $581,390 at 6%; with 50% employer match about $581,390 at 4% or $387,593 at 6%; with 100% employer match about $436,043 at 4% or $290,695 at 6%.
201216$2,944,244$175,000$29,167iApproximate average salary by contribution assumption: employee only about $729,167 at 4% or $486,111 at 6%; with 50% employer match about $486,111 at 4% or $324,074 at 6%; with 100% employer match about $364,583 at 4% or $243,056 at 6%.
Schwartz & Ballen Profit Sharing Plan-6$2,944,244$175,000$29,167iApproximate average salary by contribution assumption: employee only about $729,167 at 4% or $486,111 at 6%; with 50% employer match about $486,111 at 4% or $324,074 at 6%; with 100% employer match about $364,583 at 4% or $243,056 at 6%.
201115$2,447,973$156,914$31,383iApproximate average salary by contribution assumption: employee only about $784,570 at 4% or $523,047 at 6%; with 50% employer match about $523,047 at 4% or $348,698 at 6%; with 100% employer match about $392,285 at 4% or $261,523 at 6%.
Schwartz & Ballen Profit Sharing Plan-5$2,447,973$156,914$31,383iApproximate average salary by contribution assumption: employee only about $784,570 at 4% or $523,047 at 6%; with 50% employer match about $523,047 at 4% or $348,698 at 6%; with 100% employer match about $392,285 at 4% or $261,523 at 6%.
201017$2,177,456$165,626$23,661iApproximate average salary by contribution assumption: employee only about $591,521 at 4% or $394,348 at 6%; with 50% employer match about $394,348 at 4% or $262,898 at 6%; with 100% employer match about $295,761 at 4% or $197,174 at 6%.
Schwartz & Ballen Profit Sharing Plan-7$2,177,456$165,626$23,661iApproximate average salary by contribution assumption: employee only about $591,521 at 4% or $394,348 at 6%; with 50% employer match about $394,348 at 4% or $262,898 at 6%; with 100% employer match about $295,761 at 4% or $197,174 at 6%.
200916$1,751,837$161,721$26,954iApproximate average salary by contribution assumption: employee only about $673,838 at 4% or $449,225 at 6%; with 50% employer match about $449,225 at 4% or $299,483 at 6%; with 100% employer match about $336,919 at 4% or $224,613 at 6%.
Schwartz & Ballen Profit Sharing Plan-6$1,751,837$161,721$26,954iApproximate average salary by contribution assumption: employee only about $673,838 at 4% or $449,225 at 6%; with 50% employer match about $449,225 at 4% or $299,483 at 6%; with 100% employer match about $336,919 at 4% or $224,613 at 6%.
200816$1,228,825$153,670$25,612iApproximate average salary by contribution assumption: employee only about $640,292 at 4% or $426,861 at 6%; with 50% employer match about $426,861 at 4% or $284,574 at 6%; with 100% employer match about $320,146 at 4% or $213,431 at 6%.
Schwartz & Ballen Profit Sharing Plan-6$1,228,825$153,670$25,612iApproximate average salary by contribution assumption: employee only about $640,292 at 4% or $426,861 at 6%; with 50% employer match about $426,861 at 4% or $284,574 at 6%; with 100% employer match about $320,146 at 4% or $213,431 at 6%.
200716$0$0-
Schwartz & Ballen Profit Sharing Plan-6---
200616$1,459,437$148,628$24,771iApproximate average salary by contribution assumption: employee only about $619,283 at 4% or $412,856 at 6%; with 50% employer match about $412,856 at 4% or $275,237 at 6%; with 100% employer match about $309,642 at 4% or $206,428 at 6%.
Schwartz & Ballen Profit Sharing Plan-6$1,459,437$148,628$24,771iApproximate average salary by contribution assumption: employee only about $619,283 at 4% or $412,856 at 6%; with 50% employer match about $412,856 at 4% or $275,237 at 6%; with 100% employer match about $309,642 at 4% or $206,428 at 6%.
200515$1,169,443$150,434$30,087iApproximate average salary by contribution assumption: employee only about $752,170 at 4% or $501,447 at 6%; with 50% employer match about $501,447 at 4% or $334,298 at 6%; with 100% employer match about $376,085 at 4% or $250,723 at 6%.
Schwartz & Ballen Profit Sharing Plan-5$1,169,443$150,434$30,087iApproximate average salary by contribution assumption: employee only about $752,170 at 4% or $501,447 at 6%; with 50% employer match about $501,447 at 4% or $334,298 at 6%; with 100% employer match about $376,085 at 4% or $250,723 at 6%.
200413$1,000,381$130,895$43,632iApproximate average salary by contribution assumption: employee only about $1,090,792 at 4% or $727,194 at 6%; with 50% employer match about $727,194 at 4% or $484,796 at 6%; with 100% employer match about $545,396 at 4% or $363,597 at 6%.
Schwartz & Ballen Profit Sharing Plan-3$1,000,381$130,895$43,632iApproximate average salary by contribution assumption: employee only about $1,090,792 at 4% or $727,194 at 6%; with 50% employer match about $727,194 at 4% or $484,796 at 6%; with 100% employer match about $545,396 at 4% or $363,597 at 6%.
200314$900,833$128,024$32,006iApproximate average salary by contribution assumption: employee only about $800,150 at 4% or $533,433 at 6%; with 50% employer match about $533,433 at 4% or $355,622 at 6%; with 100% employer match about $400,075 at 4% or $266,717 at 6%.
Schwartz & Ballen Profit Sharing Plan-4$900,833$128,024$32,006iApproximate average salary by contribution assumption: employee only about $800,150 at 4% or $533,433 at 6%; with 50% employer match about $533,433 at 4% or $355,622 at 6%; with 100% employer match about $400,075 at 4% or $266,717 at 6%.
200216$636,409$120,971$20,162iApproximate average salary by contribution assumption: employee only about $504,046 at 4% or $336,031 at 6%; with 50% employer match about $336,031 at 4% or $224,020 at 6%; with 100% employer match about $252,023 at 4% or $168,015 at 6%.
Schwartz & Ballen Profit Sharing Plan-6$636,409$120,971$20,162iApproximate average salary by contribution assumption: employee only about $504,046 at 4% or $336,031 at 6%; with 50% employer match about $336,031 at 4% or $224,020 at 6%; with 100% employer match about $252,023 at 4% or $168,015 at 6%.
200115$614,098$96,428$19,286iApproximate average salary by contribution assumption: employee only about $482,140 at 4% or $321,427 at 6%; with 50% employer match about $321,427 at 4% or $214,284 at 6%; with 100% employer match about $241,070 at 4% or $160,713 at 6%.
Schwartz & Ballen Profit Sharing Plan-5$614,098$96,428$19,286iApproximate average salary by contribution assumption: employee only about $482,140 at 4% or $321,427 at 6%; with 50% employer match about $321,427 at 4% or $214,284 at 6%; with 100% employer match about $241,070 at 4% or $160,713 at 6%.
200015$598,755$85,675$17,135iApproximate average salary by contribution assumption: employee only about $428,375 at 4% or $285,583 at 6%; with 50% employer match about $285,583 at 4% or $190,389 at 6%; with 100% employer match about $214,188 at 4% or $142,792 at 6%.
Schwartz & Ballen Profit Sharing Plan-5$598,755$85,675$17,135iApproximate average salary by contribution assumption: employee only about $428,375 at 4% or $285,583 at 6%; with 50% employer match about $285,583 at 4% or $190,389 at 6%; with 100% employer match about $214,188 at 4% or $142,792 at 6%.