Civic Intelligence

Richard G Schwartz MD Pa

Plan context: Richard G Schwartz MD Pa 401(K) Safe Harbor Plan

EIN 59-2054625 • West Palm Beach, FL • 24 filings • 4 plans

1500 North Dixie Highway, Suite 304West Palm Beach, FL 33401
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$5,917,773

2023 Contributions

$1,932

Historical Graphs

Total Assets Over Time

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

$6,455,057$3,227,529$0200420142022YearValue
$5,917,773Latest year 2022

Participants Over Time

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

630200020112021YearValue
3Latest year 2021

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
202310$0$0-
Richard G Schwartz MD Pa 401(K) Safe Harbor Plan-0---
202210$5,917,773$0-
Richard G Schwartz MD Pa 401(K) Safe Harbor Plan-0$5,917,773--
202113$5,559,250$0-
Richard G Schwartz MD Pa 401(K) Safe Harbor Plan-3$5,559,250--
202013$6,455,057$0-
Richard G Schwartz MD Pa 401(K) Safe Harbor Plan-3$6,455,057--
201913$5,349,775$1,932$644iApproximate average salary by contribution assumption: employee only about $16,100 at 4% or $10,733 at 6%; with 50% employer match about $10,733 at 4% or $7,156 at 6%; with 100% employer match about $8,050 at 4% or $5,367 at 6%.
Richard G Schwartz MD Pa 401(K) Safe Harbor Plan-3$5,349,775$1,932$644iApproximate average salary by contribution assumption: employee only about $16,100 at 4% or $10,733 at 6%; with 50% employer match about $10,733 at 4% or $7,156 at 6%; with 100% employer match about $8,050 at 4% or $5,367 at 6%.
201813$5,170,997$2,571$857iApproximate average salary by contribution assumption: employee only about $21,425 at 4% or $14,283 at 6%; with 50% employer match about $14,283 at 4% or $9,522 at 6%; with 100% employer match about $10,713 at 4% or $7,142 at 6%.
Richard G Schwartz MD Pa 401(K) Safe Harbor Plan-3$5,170,997$2,571$857iApproximate average salary by contribution assumption: employee only about $21,425 at 4% or $14,283 at 6%; with 50% employer match about $14,283 at 4% or $9,522 at 6%; with 100% employer match about $10,713 at 4% or $7,142 at 6%.
201713$4,976,730$2,678$893iApproximate average salary by contribution assumption: employee only about $22,317 at 4% or $14,878 at 6%; with 50% employer match about $14,878 at 4% or $9,919 at 6%; with 100% employer match about $11,158 at 4% or $7,439 at 6%.
Richard G Schwartz MD Pa 401(K) Safe Harbor Plan-3$4,976,730$2,678$893iApproximate average salary by contribution assumption: employee only about $22,317 at 4% or $14,878 at 6%; with 50% employer match about $14,878 at 4% or $9,919 at 6%; with 100% employer match about $11,158 at 4% or $7,439 at 6%.
201613$4,719,820$4,392$1,464iApproximate average salary by contribution assumption: employee only about $36,600 at 4% or $24,400 at 6%; with 50% employer match about $24,400 at 4% or $16,267 at 6%; with 100% employer match about $18,300 at 4% or $12,200 at 6%.
Richard G Schwartz MD Pa 401(K) Safe Harbor Plan-3$4,719,820$4,392$1,464iApproximate average salary by contribution assumption: employee only about $36,600 at 4% or $24,400 at 6%; with 50% employer match about $24,400 at 4% or $16,267 at 6%; with 100% employer match about $18,300 at 4% or $12,200 at 6%.
201514$4,018,346$3,112$778iApproximate average salary by contribution assumption: employee only about $19,450 at 4% or $12,967 at 6%; with 50% employer match about $12,967 at 4% or $8,644 at 6%; with 100% employer match about $9,725 at 4% or $6,483 at 6%.
Richard G Schwartz MD Pa 401(K) Safe Harbor Plan-4$4,018,346$3,112$778iApproximate average salary by contribution assumption: employee only about $19,450 at 4% or $12,967 at 6%; with 50% employer match about $12,967 at 4% or $8,644 at 6%; with 100% employer match about $9,725 at 4% or $6,483 at 6%.
201414$4,259,165$3,306$827iApproximate average salary by contribution assumption: employee only about $20,663 at 4% or $13,775 at 6%; with 50% employer match about $13,775 at 4% or $9,183 at 6%; with 100% employer match about $10,331 at 4% or $6,888 at 6%.
Richard G Schwartz MD Pa 401(K) Safe Harbor Plan-4$4,259,165$3,306$827iApproximate average salary by contribution assumption: employee only about $20,663 at 4% or $13,775 at 6%; with 50% employer match about $13,775 at 4% or $9,183 at 6%; with 100% employer match about $10,331 at 4% or $6,888 at 6%.
201314$4,667,017$5,874$1,469iApproximate average salary by contribution assumption: employee only about $36,713 at 4% or $24,475 at 6%; with 50% employer match about $24,475 at 4% or $16,317 at 6%; with 100% employer match about $18,356 at 4% or $12,238 at 6%.
Richard G Schwartz MD Pa 401(K) Safe Harbor Plan-4$4,667,017$5,874$1,469iApproximate average salary by contribution assumption: employee only about $36,713 at 4% or $24,475 at 6%; with 50% employer match about $24,475 at 4% or $16,317 at 6%; with 100% employer match about $18,356 at 4% or $12,238 at 6%.
201214$4,084,561$3,300$825iApproximate average salary by contribution assumption: employee only about $20,625 at 4% or $13,750 at 6%; with 50% employer match about $13,750 at 4% or $9,167 at 6%; with 100% employer match about $10,313 at 4% or $6,875 at 6%.
Richard G Schwartz MD Pa 401(K) Safe Harbor Plan-4$4,084,561$3,300$825iApproximate average salary by contribution assumption: employee only about $20,625 at 4% or $13,750 at 6%; with 50% employer match about $13,750 at 4% or $9,167 at 6%; with 100% employer match about $10,313 at 4% or $6,875 at 6%.
201114$3,498,184$3,236$809iApproximate average salary by contribution assumption: employee only about $20,225 at 4% or $13,483 at 6%; with 50% employer match about $13,483 at 4% or $8,989 at 6%; with 100% employer match about $10,113 at 4% or $6,742 at 6%.
Richard G Schwartz MD Pa 401(K) Safe Harbor Plan-4$3,498,184$3,236$809iApproximate average salary by contribution assumption: employee only about $20,225 at 4% or $13,483 at 6%; with 50% employer match about $13,483 at 4% or $8,989 at 6%; with 100% employer match about $10,113 at 4% or $6,742 at 6%.
201014$3,622,992$3,327$832iApproximate average salary by contribution assumption: employee only about $20,794 at 4% or $13,863 at 6%; with 50% employer match about $13,863 at 4% or $9,242 at 6%; with 100% employer match about $10,397 at 4% or $6,931 at 6%.
Richard G Schwartz MD Pa 401(K) Safe Harbor Plan-4$3,622,992$3,327$832iApproximate average salary by contribution assumption: employee only about $20,794 at 4% or $13,863 at 6%; with 50% employer match about $13,863 at 4% or $9,242 at 6%; with 100% employer match about $10,397 at 4% or $6,931 at 6%.
200914$2,837,303$14,931$3,733iApproximate average salary by contribution assumption: employee only about $93,319 at 4% or $62,213 at 6%; with 50% employer match about $62,213 at 4% or $41,475 at 6%; with 100% employer match about $46,659 at 4% or $31,106 at 6%.
Richard G Schwartz MD Pa 401(K) Safe Harbor Plan-4$2,837,303$14,931$3,733iApproximate average salary by contribution assumption: employee only about $93,319 at 4% or $62,213 at 6%; with 50% employer match about $62,213 at 4% or $41,475 at 6%; with 100% employer match about $46,659 at 4% or $31,106 at 6%.
200815$2,491,183$5,366$1,073iApproximate average salary by contribution assumption: employee only about $26,830 at 4% or $17,887 at 6%; with 50% employer match about $17,887 at 4% or $11,924 at 6%; with 100% employer match about $13,415 at 4% or $8,943 at 6%.
Richard G Schwartz MD Pa 401(K) Safe Harbor Plan-5$2,491,183$5,366$1,073iApproximate average salary by contribution assumption: employee only about $26,830 at 4% or $17,887 at 6%; with 50% employer match about $17,887 at 4% or $11,924 at 6%; with 100% employer match about $13,415 at 4% or $8,943 at 6%.
200716$0$0-
Richard G Schwartz MD Pa 401(K) Safe Harbor Plan-6---
200616$3,880,953$10,371$1,729iApproximate average salary by contribution assumption: employee only about $43,213 at 4% or $28,808 at 6%; with 50% employer match about $28,808 at 4% or $19,206 at 6%; with 100% employer match about $21,606 at 4% or $14,404 at 6%.
Richard G Schwartz MD Pa 401(K) Safe Harbor Plan-6$3,880,953$10,371$1,729iApproximate average salary by contribution assumption: employee only about $43,213 at 4% or $28,808 at 6%; with 50% employer match about $28,808 at 4% or $19,206 at 6%; with 100% employer match about $21,606 at 4% or $14,404 at 6%.
200516$3,359,043$20,700$3,450iApproximate average salary by contribution assumption: employee only about $86,250 at 4% or $57,500 at 6%; with 50% employer match about $57,500 at 4% or $38,333 at 6%; with 100% employer match about $43,125 at 4% or $28,750 at 6%.
Richard G Schwartz MD Pa 401(K) Safe Harbor Plan-6$3,359,043$20,700$3,450iApproximate average salary by contribution assumption: employee only about $86,250 at 4% or $57,500 at 6%; with 50% employer match about $57,500 at 4% or $38,333 at 6%; with 100% employer match about $43,125 at 4% or $28,750 at 6%.
200415$3,126,781$20,000$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%.
Richard G Schwartz MD Pa 401(K) Safe Harbor Plan-5$3,126,781$20,000$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%.
200316$0$0-
Richard G Schwartz MD Pa 401(K) Safe Harbor Plan-6---
200216$0$0-
Richard G Schwartz MD Pa 401(K) Safe Harbor Plan-6---
200112$0$0-
Richard G Schwartz MD Pa 401(K) Safe Harbor Plan-2---
200013$0$0-
Richard G Schwartz MD Pa 401(K) Safe Harbor Plan-3---