Civic Intelligence

Brian Schwenk, D.M.D PC.

Plan context: BRIAN SCHWENK, DMD, PC CASH BALANCE PENSION PLAN

EIN 58-1712048 • Peachtree Corners, GA • 23 filings • 4 plans

4025 Wetherburn WayPeachtree Corners, GA 30092
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$2,314,144

2023 Contributions

$220,239

Historical Graphs

Total Assets Over Time

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

$2,367,484$1,183,742$0200820152022YearValue
$2,314,144Latest year 2022

Participants Over Time

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

630200820152022YearValue
5Latest year 2022

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
202320$0$220,239-
Brian Schwenk, D.M.D PC. 401K Profit Sharing Plan-0$0$69,697-
BRIAN SCHWENK, DMD, PC CASH BALANCE PENSION PLAN-0$0$150,542-
202225$2,314,144$253,688$50,738iApproximate average salary by contribution assumption: employee only about $1,268,440 at 4% or $845,627 at 6%; with 50% employer match about $845,627 at 4% or $563,751 at 6%; with 100% employer match about $634,220 at 4% or $422,813 at 6%.
Brian Schwenk, D.M.D PC. 401K Profit Sharing Plan-5$1,292,360$74,812$14,962iApproximate average salary by contribution assumption: employee only about $374,060 at 4% or $249,373 at 6%; with 50% employer match about $249,373 at 4% or $166,249 at 6%; with 100% employer match about $187,030 at 4% or $124,687 at 6%.
BRIAN SCHWENK, DMD, PC CASH BALANCE PENSION PLAN-4$1,021,784$178,876$44,719iApproximate average salary by contribution assumption: employee only about $1,117,975 at 4% or $745,317 at 6%; with 50% employer match about $745,317 at 4% or $496,878 at 6%; with 100% employer match about $558,988 at 4% or $372,658 at 6%.
202124$2,367,484$166,791$41,698iApproximate average salary by contribution assumption: employee only about $1,042,444 at 4% or $694,963 at 6%; with 50% employer match about $694,963 at 4% or $463,308 at 6%; with 100% employer match about $521,222 at 4% or $347,481 at 6%.
Brian Schwenk, D.M.D PC. 401K Profit Sharing Plan-4$1,404,382$66,791$16,698iApproximate average salary by contribution assumption: employee only about $417,444 at 4% or $278,296 at 6%; with 50% employer match about $278,296 at 4% or $185,531 at 6%; with 100% employer match about $208,722 at 4% or $139,148 at 6%.
BRIAN SCHWENK, DMD, PC CASH BALANCE PENSION PLAN-4$963,102$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
202025$2,081,316$207,053$41,411iApproximate average salary by contribution assumption: employee only about $1,035,265 at 4% or $690,177 at 6%; with 50% employer match about $690,177 at 4% or $460,118 at 6%; with 100% employer match about $517,633 at 4% or $345,088 at 6%.
Brian Schwenk, D.M.D PC. 401K Profit Sharing Plan-5$1,256,686$67,053$13,411iApproximate average salary by contribution assumption: employee only about $335,265 at 4% or $223,510 at 6%; with 50% employer match about $223,510 at 4% or $149,007 at 6%; with 100% employer match about $167,633 at 4% or $111,755 at 6%.
BRIAN SCHWENK, DMD, PC CASH BALANCE PENSION PLAN-4$824,630$140,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
201923$1,533,075$238,745$79,582iApproximate average salary by contribution assumption: employee only about $1,989,542 at 4% or $1,326,361 at 6%; with 50% employer match about $1,326,361 at 4% or $884,241 at 6%; with 100% employer match about $994,771 at 4% or $663,181 at 6%.
Brian Schwenk, D.M.D PC. 401K Profit Sharing Plan-3$990,772$58,745$19,582iApproximate average salary by contribution assumption: employee only about $489,542 at 4% or $326,361 at 6%; with 50% employer match about $326,361 at 4% or $217,574 at 6%; with 100% employer match about $244,771 at 4% or $163,181 at 6%.
BRIAN SCHWENK, DMD, PC CASH BALANCE PENSION PLAN-3$542,303$180,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
201824$1,175,324$247,745$61,936iApproximate average salary by contribution assumption: employee only about $1,548,406 at 4% or $1,032,271 at 6%; with 50% employer match about $1,032,271 at 4% or $688,181 at 6%; with 100% employer match about $774,203 at 4% or $516,135 at 6%.
Brian Schwenk, D.M.D PC. 401K Profit Sharing Plan-4$857,916$65,501$16,375iApproximate average salary by contribution assumption: employee only about $409,381 at 4% or $272,921 at 6%; with 50% employer match about $272,921 at 4% or $181,947 at 6%; with 100% employer match about $204,691 at 4% or $136,460 at 6%.
BRIAN SCHWENK, DMD, PC CASH BALANCE PENSION PLAN-3$317,408$182,244$60,748iApproximate average salary by contribution assumption: employee only about $1,518,700 at 4% or $1,012,467 at 6%; with 50% employer match about $1,012,467 at 4% or $674,978 at 6%; with 100% employer match about $759,350 at 4% or $506,233 at 6%.
201724$1,054,005$230,687$57,672iApproximate average salary by contribution assumption: employee only about $1,441,794 at 4% or $961,196 at 6%; with 50% employer match about $961,196 at 4% or $640,797 at 6%; with 100% employer match about $720,897 at 4% or $480,598 at 6%.
Brian Schwenk, D.M.D PC. 401K Profit Sharing Plan-4$890,099$66,781$16,695iApproximate average salary by contribution assumption: employee only about $417,381 at 4% or $278,254 at 6%; with 50% employer match about $278,254 at 4% or $185,503 at 6%; with 100% employer match about $208,691 at 4% or $139,127 at 6%.
BRIAN SCHWENK, DMD, PC CASH BALANCE PENSION PLAN-4$163,906$163,906$40,977iApproximate average salary by contribution assumption: employee only about $1,024,413 at 4% or $682,942 at 6%; with 50% employer match about $682,942 at 4% or $455,294 at 6%; with 100% employer match about $512,206 at 4% or $341,471 at 6%.
201614$822,194$106,361$26,590iApproximate average salary by contribution assumption: employee only about $664,756 at 4% or $443,171 at 6%; with 50% employer match about $443,171 at 4% or $295,447 at 6%; with 100% employer match about $332,378 at 4% or $221,585 at 6%.
Brian Schwenk, D.M.D PC. 401K Profit Sharing Plan-4$822,194$106,361$26,590iApproximate average salary by contribution assumption: employee only about $664,756 at 4% or $443,171 at 6%; with 50% employer match about $443,171 at 4% or $295,447 at 6%; with 100% employer match about $332,378 at 4% or $221,585 at 6%.
201514$715,547$106,837$26,709iApproximate average salary by contribution assumption: employee only about $667,731 at 4% or $445,154 at 6%; with 50% employer match about $445,154 at 4% or $296,769 at 6%; with 100% employer match about $333,866 at 4% or $222,577 at 6%.
Brian Schwenk, D.M.D PC. 401K Profit Sharing Plan-4$715,547$106,837$26,709iApproximate average salary by contribution assumption: employee only about $667,731 at 4% or $445,154 at 6%; with 50% employer match about $445,154 at 4% or $296,769 at 6%; with 100% employer match about $333,866 at 4% or $222,577 at 6%.
201414$610,001$104,214$26,054iApproximate average salary by contribution assumption: employee only about $651,338 at 4% or $434,225 at 6%; with 50% employer match about $434,225 at 4% or $289,483 at 6%; with 100% employer match about $325,669 at 4% or $217,113 at 6%.
Brian Schwenk, D.M.D PC. 401K Profit Sharing Plan-4$610,001$104,214$26,054iApproximate average salary by contribution assumption: employee only about $651,338 at 4% or $434,225 at 6%; with 50% employer match about $434,225 at 4% or $289,483 at 6%; with 100% employer match about $325,669 at 4% or $217,113 at 6%.
201315$543,216$103,815$20,763iApproximate average salary by contribution assumption: employee only about $519,075 at 4% or $346,050 at 6%; with 50% employer match about $346,050 at 4% or $230,700 at 6%; with 100% employer match about $259,538 at 4% or $173,025 at 6%.
Brian Schwenk, D.M.D PC. 401K Profit Sharing Plan-5$543,216$103,815$20,763iApproximate average salary by contribution assumption: employee only about $519,075 at 4% or $346,050 at 6%; with 50% employer match about $346,050 at 4% or $230,700 at 6%; with 100% employer match about $259,538 at 4% or $173,025 at 6%.
201215$439,596$97,729$19,546iApproximate average salary by contribution assumption: employee only about $488,645 at 4% or $325,763 at 6%; with 50% employer match about $325,763 at 4% or $217,176 at 6%; with 100% employer match about $244,323 at 4% or $162,882 at 6%.
Brian Schwenk, D.M.D PC. 401K Profit Sharing Plan-5$439,596$97,729$19,546iApproximate average salary by contribution assumption: employee only about $488,645 at 4% or $325,763 at 6%; with 50% employer match about $325,763 at 4% or $217,176 at 6%; with 100% employer match about $244,323 at 4% or $162,882 at 6%.
201115$342,050$96,761$19,352iApproximate average salary by contribution assumption: employee only about $483,805 at 4% or $322,537 at 6%; with 50% employer match about $322,537 at 4% or $215,024 at 6%; with 100% employer match about $241,903 at 4% or $161,268 at 6%.
Brian Schwenk, D.M.D PC. 401K Profit Sharing Plan-5$342,050$96,761$19,352iApproximate average salary by contribution assumption: employee only about $483,805 at 4% or $322,537 at 6%; with 50% employer match about $322,537 at 4% or $215,024 at 6%; with 100% employer match about $241,903 at 4% or $161,268 at 6%.
201016$251,685$95,330$15,888iApproximate average salary by contribution assumption: employee only about $397,208 at 4% or $264,806 at 6%; with 50% employer match about $264,806 at 4% or $176,537 at 6%; with 100% employer match about $198,604 at 4% or $132,403 at 6%.
Brian Schwenk, D.M.D PC. 401K Profit Sharing Plan-6$251,685$95,330$15,888iApproximate average salary by contribution assumption: employee only about $397,208 at 4% or $264,806 at 6%; with 50% employer match about $264,806 at 4% or $176,537 at 6%; with 100% employer match about $198,604 at 4% or $132,403 at 6%.
200915$156,264$78,571$15,714iApproximate average salary by contribution assumption: employee only about $392,855 at 4% or $261,903 at 6%; with 50% employer match about $261,903 at 4% or $174,602 at 6%; with 100% employer match about $196,428 at 4% or $130,952 at 6%.
Brian Schwenk, D.M.D PC. 401K Profit Sharing Plan-5$156,264$78,571$15,714iApproximate average salary by contribution assumption: employee only about $392,855 at 4% or $261,903 at 6%; with 50% employer match about $261,903 at 4% or $174,602 at 6%; with 100% employer match about $196,428 at 4% or $130,952 at 6%.
200815$77,332$76,974$15,395iApproximate average salary by contribution assumption: employee only about $384,870 at 4% or $256,580 at 6%; with 50% employer match about $256,580 at 4% or $171,053 at 6%; with 100% employer match about $192,435 at 4% or $128,290 at 6%.
Brian Schwenk, D.M.D PC. 401K Profit Sharing Plan-5$77,332$76,974$15,395iApproximate average salary by contribution assumption: employee only about $384,870 at 4% or $256,580 at 6%; with 50% employer match about $256,580 at 4% or $171,053 at 6%; with 100% employer match about $192,435 at 4% or $128,290 at 6%.