Civic Intelligence

Schwartz Posel Immigration Law Group

Plan context: The Schwartz Posel Defined Benefit Plan

EIN 58-2367065 • Atlanta, GA • 16 filings • 3 plans

5500 Interstate North Pkwy Ste 450Atlanta, GA 30328-4691
Current Snapshot

Latest Year

2016

2016 Participants

9

2016 Assets

$1,215,599

2016 Contributions

$75,000

Historical Graphs

Total Assets Over Time

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

$1,690,404$845,202$0200220102015YearValue
$1,215,599Latest year 2015

Participants Over Time

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

1260200120082015YearValue
9Latest year 2015

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
201610$0$0-
The Schwartz Posel Defined Benefit Plan-0$0$0-
201519$1,215,599$75,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
The Schwartz Posel Defined Benefit Plan-9$1,215,599$75,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201418$1,540,929$150,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
The Schwartz Posel Defined Benefit Plan-8$1,540,929$150,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
2013110$1,606,082$90,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
The Schwartz Posel Defined Benefit Plan-10$1,606,082$90,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
2012110$1,690,404$160,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
The Schwartz Posel Defined Benefit Plan-10$1,690,404$160,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
2011111$1,486,327$101,000$9,182iApproximate average salary by contribution assumption: employee only about $229,545 at 4% or $153,030 at 6%; with 50% employer match about $153,030 at 4% or $102,020 at 6%; with 100% employer match about $114,773 at 4% or $76,515 at 6%.
The Schwartz Posel Defined Benefit Plan-11$1,486,327$101,000$9,182iApproximate average salary by contribution assumption: employee only about $229,545 at 4% or $153,030 at 6%; with 50% employer match about $153,030 at 4% or $102,020 at 6%; with 100% employer match about $114,773 at 4% or $76,515 at 6%.
2010111$1,367,585$63,000$5,727iApproximate average salary by contribution assumption: employee only about $143,182 at 4% or $95,455 at 6%; with 50% employer match about $95,455 at 4% or $63,636 at 6%; with 100% employer match about $71,591 at 4% or $47,727 at 6%.
The Schwartz Posel Defined Benefit Plan-11$1,367,585$63,000$5,727iApproximate average salary by contribution assumption: employee only about $143,182 at 4% or $95,455 at 6%; with 50% employer match about $95,455 at 4% or $63,636 at 6%; with 100% employer match about $71,591 at 4% or $47,727 at 6%.
2009112$1,104,746$0-
The Schwartz Posel Defined Benefit Plan-12$1,104,746$0-
2008110$0$0-
The Schwartz Posel Defined Benefit Plan-10---
200718$0$0-
The Schwartz Posel Defined Benefit Plan-8---
200619$1,611,694$151,166$16,796iApproximate average salary by contribution assumption: employee only about $419,906 at 4% or $279,937 at 6%; with 50% employer match about $279,937 at 4% or $186,625 at 6%; with 100% employer match about $209,953 at 4% or $139,969 at 6%.
The Schwartz Posel Defined Benefit Plan-9$1,611,694$151,166$16,796iApproximate average salary by contribution assumption: employee only about $419,906 at 4% or $279,937 at 6%; with 50% employer match about $279,937 at 4% or $186,625 at 6%; with 100% employer match about $209,953 at 4% or $139,969 at 6%.
2005110$1,249,757$319,100$31,910iApproximate average salary by contribution assumption: employee only about $797,750 at 4% or $531,833 at 6%; with 50% employer match about $531,833 at 4% or $354,556 at 6%; with 100% employer match about $398,875 at 4% or $265,917 at 6%.
The Schwartz Posel Defined Benefit Plan-10$1,249,757$319,100$31,910iApproximate average salary by contribution assumption: employee only about $797,750 at 4% or $531,833 at 6%; with 50% employer match about $531,833 at 4% or $354,556 at 6%; with 100% employer match about $398,875 at 4% or $265,917 at 6%.
200417$1,150,229$263,730$37,676iApproximate average salary by contribution assumption: employee only about $941,893 at 4% or $627,929 at 6%; with 50% employer match about $627,929 at 4% or $418,619 at 6%; with 100% employer match about $470,946 at 4% or $313,964 at 6%.
The Schwartz Posel Defined Benefit Plan-7$1,150,229$263,730$37,676iApproximate average salary by contribution assumption: employee only about $941,893 at 4% or $627,929 at 6%; with 50% employer match about $627,929 at 4% or $418,619 at 6%; with 100% employer match about $470,946 at 4% or $313,964 at 6%.
200317$772,489$286,993$40,999iApproximate average salary by contribution assumption: employee only about $1,024,975 at 4% or $683,317 at 6%; with 50% employer match about $683,317 at 4% or $455,544 at 6%; with 100% employer match about $512,488 at 4% or $341,658 at 6%.
The Schwartz Posel Defined Benefit Plan-7$772,489$286,993$40,999iApproximate average salary by contribution assumption: employee only about $1,024,975 at 4% or $683,317 at 6%; with 50% employer match about $683,317 at 4% or $455,544 at 6%; with 100% employer match about $512,488 at 4% or $341,658 at 6%.
200219$514,207$303,181$33,687iApproximate average salary by contribution assumption: employee only about $842,169 at 4% or $561,446 at 6%; with 50% employer match about $561,446 at 4% or $374,298 at 6%; with 100% employer match about $421,085 at 4% or $280,723 at 6%.
The Schwartz Posel Defined Benefit Plan-9$514,207$303,181$33,687iApproximate average salary by contribution assumption: employee only about $842,169 at 4% or $561,446 at 6%; with 50% employer match about $561,446 at 4% or $374,298 at 6%; with 100% employer match about $421,085 at 4% or $280,723 at 6%.
200117$0$0-
The Schwartz Posel Defined Benefit Plan-7---