Carlton S. Schwartz, Dds, Pa
Plan context: Carlton S. Schwartz, Dds, Pa Money Purchase Pension Plan
EIN 59-1676975 • 13 filings • 6 plans
Current Snapshot
Latest Year
2008
2008 Participants
1
2008 Assets
$722,467
2008 Contributions
$25,000
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $0 | - |
| Carlton S. Schwartz, Dds, Pa Money Purchase Pension Plan | - | 0 | - | - | - |
| 2007 | 1 | 1 | $722,467 | $0 | - |
| Carlton S. Schwartz, Dds, Pa Money Purchase Pension Plan | - | 1 | $722,467 | - | - |
| 2006 | 1 | 2 | $670,446 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Carlton S. Schwartz, Dds, Pa Money Purchase Pension Plan | - | 2 | $670,446 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2005 | 1 | 3 | $576,841 | $25,000 | $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%. |
| Carlton S. Schwartz, Dds, Pa Money Purchase Pension Plan | - | 3 | $576,841 | $25,000 | $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%. |
| 2004 | 1 | 1 | $515,869 | $15,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Carltons S. Schwartz, Dds, Pa, Profit Sharing Plan and Trust | - | 1 | $515,869 | $15,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2003 | 1 | 1 | $0 | $0 | - |
| Carltons S. Schwartz, Dds, Pa, Profit Sharing Plan and Trust | - | 1 | - | - | - |
| 2002 | 1 | 1 | $423,504 | $4,825 | $4,825iApproximate average salary by contribution assumption: employee only about $120,625 at 4% or $80,417 at 6%; with 50% employer match about $80,417 at 4% or $53,611 at 6%; with 100% employer match about $60,313 at 4% or $40,208 at 6%. |
| Carltons S. Schwartz, Dds, Pa, Profit Sharing Plan and Trust | - | 1 | $423,504 | $4,825 | $4,825iApproximate average salary by contribution assumption: employee only about $120,625 at 4% or $80,417 at 6%; with 50% employer match about $80,417 at 4% or $53,611 at 6%; with 100% employer match about $60,313 at 4% or $40,208 at 6%. |
| 2001 | 2 | 1 | $0 | $0 | - |
| Carlton S. Schwartz, Dds, Pa Money Purchase Pension Plan | - | 0 | - | - | - |
| Carltons S. Schwartz, Dds, Pa, Profit Sharing Plan and Trust | - | 1 | - | - | - |
| 2000 | 2 | 1 | $551,100 | $0 | - |
| Carltons S. Schwartz, Dds, Pa, Profit Sharing Plan and Trust | - | 1 | $300,740 | - | - |
| Carlton S. Schwartz, Dds, Pa Money Purchase Pension Plan | - | 1 | $250,360 | - | - |
| 1999 | 2 | 1 | $2,048,456 | $4,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| Carltons S. Schwartz, Dds, Pa, Profit Sharing Plan and Trust | - | 1 | $1,062,248 | - | - |
| Carlton S. Schwartz, Dds, Pa Money Purchase Pension Plan | - | 0 | $986,208 | $4,000 | - |