Swartz & Stump, L.C.
Plan context: Swartz & Stump, L.C. Profit Sharing Plan and Trust
EIN 55-0756298 • 7 filings • 2 plans
Current Snapshot
Latest Year
2005
2005 Participants
5
2005 Assets
$273,698
2005 Contributions
$28,123
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 5 | $273,698 | $28,123 | $5,625iApproximate average salary by contribution assumption: employee only about $140,615 at 4% or $93,743 at 6%; with 50% employer match about $93,743 at 4% or $62,496 at 6%; with 100% employer match about $70,308 at 4% or $46,872 at 6%. |
| Swartz & Stump, L.C. Profit Sharing Plan and Trust | - | 5 | $273,698 | $28,123 | $5,625iApproximate average salary by contribution assumption: employee only about $140,615 at 4% or $93,743 at 6%; with 50% employer match about $93,743 at 4% or $62,496 at 6%; with 100% employer match about $70,308 at 4% or $46,872 at 6%. |
| 2004 | 1 | 4 | $234,512 | $25,148 | $6,287iApproximate average salary by contribution assumption: employee only about $157,175 at 4% or $104,783 at 6%; with 50% employer match about $104,783 at 4% or $69,856 at 6%; with 100% employer match about $78,588 at 4% or $52,392 at 6%. |
| Swartz & Stump, L.C. Profit Sharing Plan and Trust | - | 4 | $234,512 | $25,148 | $6,287iApproximate average salary by contribution assumption: employee only about $157,175 at 4% or $104,783 at 6%; with 50% employer match about $104,783 at 4% or $69,856 at 6%; with 100% employer match about $78,588 at 4% or $52,392 at 6%. |
| 2003 | 1 | 5 | $215,651 | $36,398 | $7,280iApproximate average salary by contribution assumption: employee only about $181,990 at 4% or $121,327 at 6%; with 50% employer match about $121,327 at 4% or $80,884 at 6%; with 100% employer match about $90,995 at 4% or $60,663 at 6%. |
| Swartz & Stump, L.C. Profit Sharing Plan and Trust | - | 5 | $215,651 | $36,398 | $7,280iApproximate average salary by contribution assumption: employee only about $181,990 at 4% or $121,327 at 6%; with 50% employer match about $121,327 at 4% or $80,884 at 6%; with 100% employer match about $90,995 at 4% or $60,663 at 6%. |
| 2002 | 1 | 4 | $0 | $0 | - |
| Swartz & Stump, L.C. Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2001 | 1 | 5 | $0 | $0 | - |
| Swartz & Stump, L.C. Profit Sharing Plan and Trust | - | 5 | - | - | - |
| 2000 | 1 | 5 | $0 | $0 | - |
| Swartz & Stump, L.C. Profit Sharing Plan and Trust | - | 5 | - | - | - |
| 1999 | 1 | 5 | $143,274 | $0 | - |
| Swartz & Stump, L.C. Profit Sharing Plan and Trust | - | 5 | $143,274 | - | - |