Civic Intelligence

Jon H Schwartz D C Co

Plan context: Jon H. Schwartz D C Co Profit Sharing Plan and Trust

EIN 58-2509536 • 2 filings • 2 plans

Current Snapshot

Latest Year

1999

1999 Participants

1

1999 Assets

$735,788

1999 Contributions

$7,000

Historical Graphs

Total Assets Over Time

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

$735,788$367,894$01999YearValue
$735,788Latest year 1999

Participants Over Time

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

1101999YearValue
1Latest year 1999

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
199921$735,788$7,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
Jon H. Schwartz D C Co Profit Sharing Plan and Trust-1$659,254$1,638$1,638iApproximate average salary by contribution assumption: employee only about $40,950 at 4% or $27,300 at 6%; with 50% employer match about $27,300 at 4% or $18,200 at 6%; with 100% employer match about $20,475 at 4% or $13,650 at 6%.
Jon H Schwartz D C Co Money Purchase Plan and Trust-1$76,534$5,362$5,362iApproximate average salary by contribution assumption: employee only about $134,050 at 4% or $89,367 at 6%; with 50% employer match about $89,367 at 4% or $59,578 at 6%; with 100% employer match about $67,025 at 4% or $44,683 at 6%.