L. E. Schwartz & Son Inc.
Plan context: L. E. Schwartz & Son Inc. 401K Plan
EIN 58-0670431 • Macon, GA • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
52
2024 Assets
$4,002,211
2024 Contributions
$248,397
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 52 | $4,002,211 | $248,397 | $4,777iApproximate average salary by contribution assumption: employee only about $119,422 at 4% or $79,614 at 6%; with 50% employer match about $79,614 at 4% or $53,076 at 6%; with 100% employer match about $59,711 at 4% or $39,807 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 52 | $4,002,211 | $248,397 | $4,777iApproximate average salary by contribution assumption: employee only about $119,422 at 4% or $79,614 at 6%; with 50% employer match about $79,614 at 4% or $53,076 at 6%; with 100% employer match about $59,711 at 4% or $39,807 at 6%. |
| 2023 | 1 | 56 | $3,702,199 | $205,214 | $3,665iApproximate average salary by contribution assumption: employee only about $91,613 at 4% or $61,076 at 6%; with 50% employer match about $61,076 at 4% or $40,717 at 6%; with 100% employer match about $45,807 at 4% or $30,538 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 56 | $3,702,199 | $205,214 | $3,665iApproximate average salary by contribution assumption: employee only about $91,613 at 4% or $61,076 at 6%; with 50% employer match about $61,076 at 4% or $40,717 at 6%; with 100% employer match about $45,807 at 4% or $30,538 at 6%. |
| 2022 | 1 | 58 | $3,245,615 | $185,489 | $3,198iApproximate average salary by contribution assumption: employee only about $79,952 at 4% or $53,301 at 6%; with 50% employer match about $53,301 at 4% or $35,534 at 6%; with 100% employer match about $39,976 at 4% or $26,651 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 58 | $3,245,615 | $185,489 | $3,198iApproximate average salary by contribution assumption: employee only about $79,952 at 4% or $53,301 at 6%; with 50% employer match about $53,301 at 4% or $35,534 at 6%; with 100% employer match about $39,976 at 4% or $26,651 at 6%. |
| 2021 | 1 | 58 | $3,990,139 | $221,654 | $3,822iApproximate average salary by contribution assumption: employee only about $95,541 at 4% or $63,694 at 6%; with 50% employer match about $63,694 at 4% or $42,462 at 6%; with 100% employer match about $47,770 at 4% or $31,847 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 58 | $3,990,139 | $221,654 | $3,822iApproximate average salary by contribution assumption: employee only about $95,541 at 4% or $63,694 at 6%; with 50% employer match about $63,694 at 4% or $42,462 at 6%; with 100% employer match about $47,770 at 4% or $31,847 at 6%. |
| 2020 | 1 | 63 | $3,865,486 | $194,863 | $3,093iApproximate average salary by contribution assumption: employee only about $77,327 at 4% or $51,551 at 6%; with 50% employer match about $51,551 at 4% or $34,367 at 6%; with 100% employer match about $38,663 at 4% or $25,776 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 63 | $3,865,486 | $194,863 | $3,093iApproximate average salary by contribution assumption: employee only about $77,327 at 4% or $51,551 at 6%; with 50% employer match about $51,551 at 4% or $34,367 at 6%; with 100% employer match about $38,663 at 4% or $25,776 at 6%. |
| 2019 | 1 | 58 | $3,562,979 | $164,152 | $2,830iApproximate average salary by contribution assumption: employee only about $70,755 at 4% or $47,170 at 6%; with 50% employer match about $47,170 at 4% or $31,447 at 6%; with 100% employer match about $35,378 at 4% or $23,585 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 58 | $3,562,979 | $164,152 | $2,830iApproximate average salary by contribution assumption: employee only about $70,755 at 4% or $47,170 at 6%; with 50% employer match about $47,170 at 4% or $31,447 at 6%; with 100% employer match about $35,378 at 4% or $23,585 at 6%. |
| 2018 | 1 | 60 | $3,155,669 | $194,768 | $3,246iApproximate average salary by contribution assumption: employee only about $81,153 at 4% or $54,102 at 6%; with 50% employer match about $54,102 at 4% or $36,068 at 6%; with 100% employer match about $40,577 at 4% or $27,051 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 60 | $3,155,669 | $194,768 | $3,246iApproximate average salary by contribution assumption: employee only about $81,153 at 4% or $54,102 at 6%; with 50% employer match about $54,102 at 4% or $36,068 at 6%; with 100% employer match about $40,577 at 4% or $27,051 at 6%. |
| 2017 | 1 | 58 | $3,202,751 | $153,145 | $2,640iApproximate average salary by contribution assumption: employee only about $66,011 at 4% or $44,007 at 6%; with 50% employer match about $44,007 at 4% or $29,338 at 6%; with 100% employer match about $33,005 at 4% or $22,004 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 58 | $3,202,751 | $153,145 | $2,640iApproximate average salary by contribution assumption: employee only about $66,011 at 4% or $44,007 at 6%; with 50% employer match about $44,007 at 4% or $29,338 at 6%; with 100% employer match about $33,005 at 4% or $22,004 at 6%. |
| 2016 | 1 | 55 | $2,714,199 | $149,581 | $2,720iApproximate average salary by contribution assumption: employee only about $67,991 at 4% or $45,328 at 6%; with 50% employer match about $45,328 at 4% or $30,218 at 6%; with 100% employer match about $33,996 at 4% or $22,664 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 55 | $2,714,199 | $149,581 | $2,720iApproximate average salary by contribution assumption: employee only about $67,991 at 4% or $45,328 at 6%; with 50% employer match about $45,328 at 4% or $30,218 at 6%; with 100% employer match about $33,996 at 4% or $22,664 at 6%. |
| 2015 | 1 | 55 | $2,527,376 | $126,209 | $2,295iApproximate average salary by contribution assumption: employee only about $57,368 at 4% or $38,245 at 6%; with 50% employer match about $38,245 at 4% or $25,497 at 6%; with 100% employer match about $28,684 at 4% or $19,123 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 55 | $2,527,376 | $126,209 | $2,295iApproximate average salary by contribution assumption: employee only about $57,368 at 4% or $38,245 at 6%; with 50% employer match about $38,245 at 4% or $25,497 at 6%; with 100% employer match about $28,684 at 4% or $19,123 at 6%. |
| 2014 | 1 | 54 | $2,640,477 | $97,005 | $1,796iApproximate average salary by contribution assumption: employee only about $44,910 at 4% or $29,940 at 6%; with 50% employer match about $29,940 at 4% or $19,960 at 6%; with 100% employer match about $22,455 at 4% or $14,970 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 54 | $2,640,477 | $97,005 | $1,796iApproximate average salary by contribution assumption: employee only about $44,910 at 4% or $29,940 at 6%; with 50% employer match about $29,940 at 4% or $19,960 at 6%; with 100% employer match about $22,455 at 4% or $14,970 at 6%. |
| 2013 | 1 | 54 | $2,525,496 | $93,981 | $1,740iApproximate average salary by contribution assumption: employee only about $43,510 at 4% or $29,006 at 6%; with 50% employer match about $29,006 at 4% or $19,338 at 6%; with 100% employer match about $21,755 at 4% or $14,503 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 54 | $2,525,496 | $93,981 | $1,740iApproximate average salary by contribution assumption: employee only about $43,510 at 4% or $29,006 at 6%; with 50% employer match about $29,006 at 4% or $19,338 at 6%; with 100% employer match about $21,755 at 4% or $14,503 at 6%. |
| 2012 | 1 | 53 | $2,295,872 | $49,511 | $934iApproximate average salary by contribution assumption: employee only about $23,354 at 4% or $15,569 at 6%; with 50% employer match about $15,569 at 4% or $10,380 at 6%; with 100% employer match about $11,677 at 4% or $7,785 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 53 | $2,295,872 | $49,511 | $934iApproximate average salary by contribution assumption: employee only about $23,354 at 4% or $15,569 at 6%; with 50% employer match about $15,569 at 4% or $10,380 at 6%; with 100% employer match about $11,677 at 4% or $7,785 at 6%. |
| 2011 | 1 | 90 | $2,109,802 | $42,698 | $474iApproximate average salary by contribution assumption: employee only about $11,861 at 4% or $7,907 at 6%; with 50% employer match about $7,907 at 4% or $5,271 at 6%; with 100% employer match about $5,930 at 4% or $3,954 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 90 | $2,109,802 | $42,698 | $474iApproximate average salary by contribution assumption: employee only about $11,861 at 4% or $7,907 at 6%; with 50% employer match about $7,907 at 4% or $5,271 at 6%; with 100% employer match about $5,930 at 4% or $3,954 at 6%. |
| 2010 | 1 | 90 | $2,204,067 | $37,293 | $414iApproximate average salary by contribution assumption: employee only about $10,359 at 4% or $6,906 at 6%; with 50% employer match about $6,906 at 4% or $4,604 at 6%; with 100% employer match about $5,180 at 4% or $3,453 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 90 | $2,204,067 | $37,293 | $414iApproximate average salary by contribution assumption: employee only about $10,359 at 4% or $6,906 at 6%; with 50% employer match about $6,906 at 4% or $4,604 at 6%; with 100% employer match about $5,180 at 4% or $3,453 at 6%. |
| 2009 | 1 | 96 | $2,035,299 | $90,583 | $944iApproximate average salary by contribution assumption: employee only about $23,589 at 4% or $15,726 at 6%; with 50% employer match about $15,726 at 4% or $10,484 at 6%; with 100% employer match about $11,795 at 4% or $7,863 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 96 | $2,035,299 | $90,583 | $944iApproximate average salary by contribution assumption: employee only about $23,589 at 4% or $15,726 at 6%; with 50% employer match about $15,726 at 4% or $10,484 at 6%; with 100% employer match about $11,795 at 4% or $7,863 at 6%. |
| 2007 | 1 | 116 | $2,156,924 | $151,633 | $1,307iApproximate average salary by contribution assumption: employee only about $32,680 at 4% or $21,786 at 6%; with 50% employer match about $21,786 at 4% or $14,524 at 6%; with 100% employer match about $16,340 at 4% or $10,893 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 116 | $2,156,924 | $151,633 | $1,307iApproximate average salary by contribution assumption: employee only about $32,680 at 4% or $21,786 at 6%; with 50% employer match about $21,786 at 4% or $14,524 at 6%; with 100% employer match about $16,340 at 4% or $10,893 at 6%. |
| 2006 | 1 | 120 | $1,978,934 | $138,568 | $1,155iApproximate average salary by contribution assumption: employee only about $28,868 at 4% or $19,246 at 6%; with 50% employer match about $19,246 at 4% or $12,830 at 6%; with 100% employer match about $14,434 at 4% or $9,623 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 120 | $1,978,934 | $138,568 | $1,155iApproximate average salary by contribution assumption: employee only about $28,868 at 4% or $19,246 at 6%; with 50% employer match about $19,246 at 4% or $12,830 at 6%; with 100% employer match about $14,434 at 4% or $9,623 at 6%. |
| 2005 | 1 | 124 | $1,787,139 | $142,295 | $1,148iApproximate average salary by contribution assumption: employee only about $28,689 at 4% or $19,126 at 6%; with 50% employer match about $19,126 at 4% or $12,750 at 6%; with 100% employer match about $14,344 at 4% or $9,563 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 124 | $1,787,139 | $142,295 | $1,148iApproximate average salary by contribution assumption: employee only about $28,689 at 4% or $19,126 at 6%; with 50% employer match about $19,126 at 4% or $12,750 at 6%; with 100% employer match about $14,344 at 4% or $9,563 at 6%. |
| 2004 | 1 | 132 | $1,685,826 | $126,189 | $956iApproximate average salary by contribution assumption: employee only about $23,899 at 4% or $15,933 at 6%; with 50% employer match about $15,933 at 4% or $10,622 at 6%; with 100% employer match about $11,950 at 4% or $7,966 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 132 | $1,685,826 | $126,189 | $956iApproximate average salary by contribution assumption: employee only about $23,899 at 4% or $15,933 at 6%; with 50% employer match about $15,933 at 4% or $10,622 at 6%; with 100% employer match about $11,950 at 4% or $7,966 at 6%. |
| 2003 | 2 | 120 | $1,518,838 | $101,089 | $842iApproximate average salary by contribution assumption: employee only about $21,060 at 4% or $14,040 at 6%; with 50% employer match about $14,040 at 4% or $9,360 at 6%; with 100% employer match about $10,530 at 4% or $7,020 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 120 | $1,518,838 | $101,089 | $842iApproximate average salary by contribution assumption: employee only about $21,060 at 4% or $14,040 at 6%; with 50% employer match about $14,040 at 4% or $9,360 at 6%; with 100% employer match about $10,530 at 4% or $7,020 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 120 | - | - | - |
| 2002 | 1 | 119 | $1,260,832 | $95,234 | $800iApproximate average salary by contribution assumption: employee only about $20,007 at 4% or $13,338 at 6%; with 50% employer match about $13,338 at 4% or $8,892 at 6%; with 100% employer match about $10,004 at 4% or $6,669 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 119 | $1,260,832 | $95,234 | $800iApproximate average salary by contribution assumption: employee only about $20,007 at 4% or $13,338 at 6%; with 50% employer match about $13,338 at 4% or $8,892 at 6%; with 100% employer match about $10,004 at 4% or $6,669 at 6%. |
| 2001 | 1 | 130 | $1,703,135 | $194,372 | $1,495iApproximate average salary by contribution assumption: employee only about $37,379 at 4% or $24,919 at 6%; with 50% employer match about $24,919 at 4% or $16,613 at 6%; with 100% employer match about $18,690 at 4% or $12,460 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 130 | $1,703,135 | $194,372 | $1,495iApproximate average salary by contribution assumption: employee only about $37,379 at 4% or $24,919 at 6%; with 50% employer match about $24,919 at 4% or $16,613 at 6%; with 100% employer match about $18,690 at 4% or $12,460 at 6%. |
| 2000 | 1 | 154 | $1,978,342 | $243,778 | $1,583iApproximate average salary by contribution assumption: employee only about $39,574 at 4% or $26,383 at 6%; with 50% employer match about $26,383 at 4% or $17,589 at 6%; with 100% employer match about $19,787 at 4% or $13,191 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 154 | $1,978,342 | $243,778 | $1,583iApproximate average salary by contribution assumption: employee only about $39,574 at 4% or $26,383 at 6%; with 50% employer match about $26,383 at 4% or $17,589 at 6%; with 100% employer match about $19,787 at 4% or $13,191 at 6%. |
| 1999 | 1 | 136 | $1,967,121 | $211,954 | $1,558iApproximate average salary by contribution assumption: employee only about $38,962 at 4% or $25,975 at 6%; with 50% employer match about $25,975 at 4% or $17,317 at 6%; with 100% employer match about $19,481 at 4% or $12,987 at 6%. |
| L. E. Schwartz & Son Inc. 401K Plan | - | 136 | $1,967,121 | $211,954 | $1,558iApproximate average salary by contribution assumption: employee only about $38,962 at 4% or $25,975 at 6%; with 50% employer match about $25,975 at 4% or $17,317 at 6%; with 100% employer match about $19,481 at 4% or $12,987 at 6%. |