Civic Intelligence

Gerald Schwartz Inc

Plan context: Gerald Schwartz Inc 401 K Profit Sharing Plan Trust

EIN 58-1767131 • Tucker, GA • 14 filings • 2 plans

5242 Royal Woods Pkwy Ste 165Tucker, GA 30084-3087
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,941,326

2025 Contributions

$47,194

Historical Graphs

Total Assets Over Time

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

$1,941,326$970,663$0201220192025YearValue
$1,941,326Latest year 2025

Participants Over Time

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

630201220192025YearValue
5Latest year 2025

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
202515$1,941,326$47,194$9,439iApproximate average salary by contribution assumption: employee only about $235,970 at 4% or $157,313 at 6%; with 50% employer match about $157,313 at 4% or $104,876 at 6%; with 100% employer match about $117,985 at 4% or $78,657 at 6%.
Gerald Schwartz Inc 401 K Profit Sharing Plan Trust-5$1,941,326$47,194$9,439iApproximate average salary by contribution assumption: employee only about $235,970 at 4% or $157,313 at 6%; with 50% employer match about $157,313 at 4% or $104,876 at 6%; with 100% employer match about $117,985 at 4% or $78,657 at 6%.
202415$1,641,842$48,808$9,762iApproximate average salary by contribution assumption: employee only about $244,040 at 4% or $162,693 at 6%; with 50% employer match about $162,693 at 4% or $108,462 at 6%; with 100% employer match about $122,020 at 4% or $81,347 at 6%.
Gerald Schwartz Inc 401 K Profit Sharing Plan Trust-5$1,641,842$48,808$9,762iApproximate average salary by contribution assumption: employee only about $244,040 at 4% or $162,693 at 6%; with 50% employer match about $162,693 at 4% or $108,462 at 6%; with 100% employer match about $122,020 at 4% or $81,347 at 6%.
202316$1,372,178$48,917$8,153iApproximate average salary by contribution assumption: employee only about $203,821 at 4% or $135,881 at 6%; with 50% employer match about $135,881 at 4% or $90,587 at 6%; with 100% employer match about $101,910 at 4% or $67,940 at 6%.
Gerald Schwartz Inc 401 K Profit Sharing Plan Trust-6$1,372,178$48,917$8,153iApproximate average salary by contribution assumption: employee only about $203,821 at 4% or $135,881 at 6%; with 50% employer match about $135,881 at 4% or $90,587 at 6%; with 100% employer match about $101,910 at 4% or $67,940 at 6%.
202215$1,099,931$43,417$8,683iApproximate average salary by contribution assumption: employee only about $217,085 at 4% or $144,723 at 6%; with 50% employer match about $144,723 at 4% or $96,482 at 6%; with 100% employer match about $108,543 at 4% or $72,362 at 6%.
Gerald Schwartz Inc 401 K Profit Sharing Plan Trust-5$1,099,931$43,417$8,683iApproximate average salary by contribution assumption: employee only about $217,085 at 4% or $144,723 at 6%; with 50% employer match about $144,723 at 4% or $96,482 at 6%; with 100% employer match about $108,543 at 4% or $72,362 at 6%.
202115$1,340,300$42,863$8,573iApproximate average salary by contribution assumption: employee only about $214,315 at 4% or $142,877 at 6%; with 50% employer match about $142,877 at 4% or $95,251 at 6%; with 100% employer match about $107,158 at 4% or $71,438 at 6%.
Gerald Schwartz Inc 401 K Profit Sharing Plan Trust-5$1,340,300$42,863$8,573iApproximate average salary by contribution assumption: employee only about $214,315 at 4% or $142,877 at 6%; with 50% employer match about $142,877 at 4% or $95,251 at 6%; with 100% employer match about $107,158 at 4% or $71,438 at 6%.
202015$1,114,045$43,841$8,768iApproximate average salary by contribution assumption: employee only about $219,205 at 4% or $146,137 at 6%; with 50% employer match about $146,137 at 4% or $97,424 at 6%; with 100% employer match about $109,603 at 4% or $73,068 at 6%.
Gerald Schwartz Inc 401 K Profit Sharing Plan Trust-5$1,114,045$43,841$8,768iApproximate average salary by contribution assumption: employee only about $219,205 at 4% or $146,137 at 6%; with 50% employer match about $146,137 at 4% or $97,424 at 6%; with 100% employer match about $109,603 at 4% or $73,068 at 6%.
201915$858,541$44,337$8,867iApproximate average salary by contribution assumption: employee only about $221,685 at 4% or $147,790 at 6%; with 50% employer match about $147,790 at 4% or $98,527 at 6%; with 100% employer match about $110,843 at 4% or $73,895 at 6%.
Gerald Schwartz Inc 401 K Profit Sharing Plan Trust-5$858,541$44,337$8,867iApproximate average salary by contribution assumption: employee only about $221,685 at 4% or $147,790 at 6%; with 50% employer match about $147,790 at 4% or $98,527 at 6%; with 100% employer match about $110,843 at 4% or $73,895 at 6%.
201816$694,706$45,452$7,575iApproximate average salary by contribution assumption: employee only about $189,383 at 4% or $126,256 at 6%; with 50% employer match about $126,256 at 4% or $84,170 at 6%; with 100% employer match about $94,692 at 4% or $63,128 at 6%.
Gerald Schwartz Inc 401 K Profit Sharing Plan Trust-6$694,706$45,452$7,575iApproximate average salary by contribution assumption: employee only about $189,383 at 4% or $126,256 at 6%; with 50% employer match about $126,256 at 4% or $84,170 at 6%; with 100% employer match about $94,692 at 4% or $63,128 at 6%.
201715$706,996$43,489$8,698iApproximate average salary by contribution assumption: employee only about $217,445 at 4% or $144,963 at 6%; with 50% employer match about $144,963 at 4% or $96,642 at 6%; with 100% employer match about $108,722 at 4% or $72,482 at 6%.
Gerald Schwartz Inc 401 K Profit Sharing Plan Trust-5$706,996$43,489$8,698iApproximate average salary by contribution assumption: employee only about $217,445 at 4% or $144,963 at 6%; with 50% employer match about $144,963 at 4% or $96,642 at 6%; with 100% employer match about $108,722 at 4% or $72,482 at 6%.
201615$576,095$42,326$8,465iApproximate average salary by contribution assumption: employee only about $211,630 at 4% or $141,087 at 6%; with 50% employer match about $141,087 at 4% or $94,058 at 6%; with 100% employer match about $105,815 at 4% or $70,543 at 6%.
Gerald Schwartz Inc 401 K Profit Sharing Plan Trust-5$576,095$42,326$8,465iApproximate average salary by contribution assumption: employee only about $211,630 at 4% or $141,087 at 6%; with 50% employer match about $141,087 at 4% or $94,058 at 6%; with 100% employer match about $105,815 at 4% or $70,543 at 6%.
201515$489,120$44,187$8,837iApproximate average salary by contribution assumption: employee only about $220,935 at 4% or $147,290 at 6%; with 50% employer match about $147,290 at 4% or $98,193 at 6%; with 100% employer match about $110,468 at 4% or $73,645 at 6%.
Gerald Schwartz Inc 401 K Profit Sharing Plan Trust-5$489,120$44,187$8,837iApproximate average salary by contribution assumption: employee only about $220,935 at 4% or $147,290 at 6%; with 50% employer match about $147,290 at 4% or $98,193 at 6%; with 100% employer match about $110,468 at 4% or $73,645 at 6%.
201415$465,218$42,056$8,411iApproximate average salary by contribution assumption: employee only about $210,280 at 4% or $140,187 at 6%; with 50% employer match about $140,187 at 4% or $93,458 at 6%; with 100% employer match about $105,140 at 4% or $70,093 at 6%.
Gerald Schwartz Inc 401 K Profit Sharing Plan Trust-5$465,218$42,056$8,411iApproximate average salary by contribution assumption: employee only about $210,280 at 4% or $140,187 at 6%; with 50% employer match about $140,187 at 4% or $93,458 at 6%; with 100% employer match about $105,140 at 4% or $70,093 at 6%.
201315$417,253$37,221$7,444iApproximate average salary by contribution assumption: employee only about $186,105 at 4% or $124,070 at 6%; with 50% employer match about $124,070 at 4% or $82,713 at 6%; with 100% employer match about $93,053 at 4% or $62,035 at 6%.
Gerald Schwartz Inc 401 K Profit Sharing Plan Trust-5$417,253$37,221$7,444iApproximate average salary by contribution assumption: employee only about $186,105 at 4% or $124,070 at 6%; with 50% employer match about $124,070 at 4% or $82,713 at 6%; with 100% employer match about $93,053 at 4% or $62,035 at 6%.
201214$319,952$266,301$66,575iApproximate average salary by contribution assumption: employee only about $1,664,381 at 4% or $1,109,588 at 6%; with 50% employer match about $1,109,588 at 4% or $739,725 at 6%; with 100% employer match about $832,191 at 4% or $554,794 at 6%.
Gerald Schwartz Inc 401 K Profit Sharing Plan Trust-4$319,952$266,301$66,575iApproximate average salary by contribution assumption: employee only about $1,664,381 at 4% or $1,109,588 at 6%; with 50% employer match about $1,109,588 at 4% or $739,725 at 6%; with 100% employer match about $832,191 at 4% or $554,794 at 6%.
Gerald Schwartz Inc | EIN 58-1767131 | 2025 Form 5500 Company Profile