Civic Intelligence

Dr. Robert S. Schwartz, P.A.

Plan context: DR. ROBERT S. SCHWARTZ, P.A. 401K PLAN

EIN 59-2061128 • Pembroke Pines, FL • 22 filings • 4 plans

1633 North Hiatus RoadPembroke Pines, FL 33026-2129
Current Snapshot

Latest Year

2015

2015 Participants

6

2015 Assets

$4,313,035

2015 Contributions

$15,073

Historical Graphs

Total Assets Over Time

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

$4,439,987$2,219,994$0199920112014YearValue
$4,313,035Latest year 2014

Participants Over Time

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

840199920062014YearValue
6Latest year 2014

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
201510$0$0-
DR. ROBERT S. SCHWARTZ, P.A. 401(K) PLAN-0$0$0-
201416$4,313,035$15,073$2,512iApproximate average salary by contribution assumption: employee only about $62,804 at 4% or $41,869 at 6%; with 50% employer match about $41,869 at 4% or $27,913 at 6%; with 100% employer match about $31,402 at 4% or $20,935 at 6%.
DR. ROBERT S. SCHWARTZ, P.A. 401K PLAN-6$4,313,035$15,073$2,512iApproximate average salary by contribution assumption: employee only about $62,804 at 4% or $41,869 at 6%; with 50% employer match about $41,869 at 4% or $27,913 at 6%; with 100% employer match about $31,402 at 4% or $20,935 at 6%.
201316$4,439,987$38,608$6,435iApproximate average salary by contribution assumption: employee only about $160,867 at 4% or $107,244 at 6%; with 50% employer match about $107,244 at 4% or $71,496 at 6%; with 100% employer match about $80,433 at 4% or $53,622 at 6%.
DR. ROBERT S. SCHWARTZ, P.A. 401K PLAN-6$4,439,987$38,608$6,435iApproximate average salary by contribution assumption: employee only about $160,867 at 4% or $107,244 at 6%; with 50% employer match about $107,244 at 4% or $71,496 at 6%; with 100% employer match about $80,433 at 4% or $53,622 at 6%.
201217$4,019,950$4,312$616iApproximate average salary by contribution assumption: employee only about $15,400 at 4% or $10,267 at 6%; with 50% employer match about $10,267 at 4% or $6,844 at 6%; with 100% employer match about $7,700 at 4% or $5,133 at 6%.
DR. ROBERT S. SCHWARTZ, P.A. 401K PLAN-7$4,019,950$4,312$616iApproximate average salary by contribution assumption: employee only about $15,400 at 4% or $10,267 at 6%; with 50% employer match about $10,267 at 4% or $6,844 at 6%; with 100% employer match about $7,700 at 4% or $5,133 at 6%.
201118$3,667,167$52,553$6,569iApproximate average salary by contribution assumption: employee only about $164,228 at 4% or $109,485 at 6%; with 50% employer match about $109,485 at 4% or $72,990 at 6%; with 100% employer match about $82,114 at 4% or $54,743 at 6%.
DR. ROBERT S. SCHWARTZ, P.A. 401K PLAN-8$3,667,167$52,553$6,569iApproximate average salary by contribution assumption: employee only about $164,228 at 4% or $109,485 at 6%; with 50% employer match about $109,485 at 4% or $72,990 at 6%; with 100% employer match about $82,114 at 4% or $54,743 at 6%.
201027$3,094,892$2,975,859$425,123iApproximate average salary by contribution assumption: employee only about $10,628,068 at 4% or $7,085,379 at 6%; with 50% employer match about $7,085,379 at 4% or $4,723,586 at 6%; with 100% employer match about $5,314,034 at 4% or $3,542,689 at 6%.
DR. ROBERT S. SCHWARTZ, P.A. 401K PLAN-7$3,094,892$2,975,859$425,123iApproximate average salary by contribution assumption: employee only about $10,628,068 at 4% or $7,085,379 at 6%; with 50% employer match about $7,085,379 at 4% or $4,723,586 at 6%; with 100% employer match about $5,314,034 at 4% or $3,542,689 at 6%.
DR. ROBERT S. SCHWARTZ, P.A. DEFINED BENEFIT PLAN-0$0$0-
200928$1,490,743$156,127$19,516iApproximate average salary by contribution assumption: employee only about $487,897 at 4% or $325,265 at 6%; with 50% employer match about $325,265 at 4% or $216,843 at 6%; with 100% employer match about $243,948 at 4% or $162,632 at 6%.
DR. ROBERT S. SCHWARTZ, P.A. DEFINED BENEFIT PLAN-5$1,241,138$88,538$17,708iApproximate average salary by contribution assumption: employee only about $442,690 at 4% or $295,127 at 6%; with 50% employer match about $295,127 at 4% or $196,751 at 6%; with 100% employer match about $221,345 at 4% or $147,563 at 6%.
DR. ROBERT S. SCHWARTZ, P.A. 401K PLAN-8$249,605$67,589$8,449iApproximate average salary by contribution assumption: employee only about $211,216 at 4% or $140,810 at 6%; with 50% employer match about $140,810 at 4% or $93,874 at 6%; with 100% employer match about $105,608 at 4% or $70,405 at 6%.
200723$0$0-
DR. ROBERT S. SCHWARTZ, P.A. 401K PLAN-3---
DR. ROBERT S. SCHWARTZ, P.A. DEFINED BENEFIT PLAN-3---
200628$0$0-
DR. ROBERT S. SCHWARTZ, P.A. 401K PLAN-5---
DR. ROBERT S. SCHWARTZ, P.A. DEFINED BENEFIT PLAN-8---
200515$0$0-
DR. ROBERT S. SCHWARTZ, P.A. DEFINED BENEFIT PLAN-5---
200414$2,046,971$141,444$35,361iApproximate average salary by contribution assumption: employee only about $884,025 at 4% or $589,350 at 6%; with 50% employer match about $589,350 at 4% or $392,900 at 6%; with 100% employer match about $442,013 at 4% or $294,675 at 6%.
DR. ROBERT S. SCHWARTZ, P.A. DEFINED BENEFIT PLAN-4$2,046,971$141,444$35,361iApproximate average salary by contribution assumption: employee only about $884,025 at 4% or $589,350 at 6%; with 50% employer match about $589,350 at 4% or $392,900 at 6%; with 100% employer match about $442,013 at 4% or $294,675 at 6%.
200315$0$0-
DR. ROBERT S. SCHWARTZ, P.A. DEFINED BENEFIT PLAN-5---
200213$0$0-
DR. ROBERT S. SCHWARTZ, P.A. DEFINED BENEFIT PLAN-3---
200123$0$0-
DR. ROBERT S. SCHWARTZ, P.A. DEFINED BENEFIT PLAN-3---
Dr. Robert S. Schwartz, P.A. Money Purchase Pension Plan-0---
200026$0$0-
Dr. Robert S. Schwartz, P.A. Money Purchase Pension Plan-6---
DR. ROBERT S. SCHWARTZ, P.A. DEFINED BENEFIT PLAN-3---
199918$2,350,005$42,112$5,264iApproximate average salary by contribution assumption: employee only about $131,600 at 4% or $87,733 at 6%; with 50% employer match about $87,733 at 4% or $58,489 at 6%; with 100% employer match about $65,800 at 4% or $43,867 at 6%.
Dr. Robert S. Schwartz, P.A. Money Purchase Pension Plan-8$2,350,005$42,112$5,264iApproximate average salary by contribution assumption: employee only about $131,600 at 4% or $87,733 at 6%; with 50% employer match about $87,733 at 4% or $58,489 at 6%; with 100% employer match about $65,800 at 4% or $43,867 at 6%.
Dr. Robert S. Schwartz, P.A. | EIN 59-2061128 | 2015 Form 5500 Company Profile