Civic Intelligence

Rosann Schwartz, MD, Pa

Plan context: Rosann Schwartz, MD, Pa Profit Sharing Plan

EIN 59-2331295 • Naples, FL • 21 filings • 3 plans

700 2nd Avenue NorthNaples, FL 34102-5756
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$4,444,768

2017 Contributions

$56,640

Historical Graphs

Total Assets Over Time

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

$4,444,768$2,222,384$0200020092016YearValue
$4,444,768Latest year 2016

Participants Over Time

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

840200020082016YearValue
3Latest year 2016

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
201710$0$0-
Rosann Schwartz, MD, Pa Profit Sharing Plan-0$0--
201613$4,444,768$0-
Rosann Schwartz, MD, Pa Profit Sharing Plan-3$4,444,768--
201513$4,037,267$56,640$18,880iApproximate average salary by contribution assumption: employee only about $472,000 at 4% or $314,667 at 6%; with 50% employer match about $314,667 at 4% or $209,778 at 6%; with 100% employer match about $236,000 at 4% or $157,333 at 6%.
Rosann Schwartz, MD, Pa Profit Sharing Plan-3$4,037,267$56,640$18,880iApproximate average salary by contribution assumption: employee only about $472,000 at 4% or $314,667 at 6%; with 50% employer match about $314,667 at 4% or $209,778 at 6%; with 100% employer match about $236,000 at 4% or $157,333 at 6%.
201413$4,038,454$55,710$18,570iApproximate average salary by contribution assumption: employee only about $464,250 at 4% or $309,500 at 6%; with 50% employer match about $309,500 at 4% or $206,333 at 6%; with 100% employer match about $232,125 at 4% or $154,750 at 6%.
Rosann Schwartz, MD, Pa Profit Sharing Plan-3$4,038,454$55,710$18,570iApproximate average salary by contribution assumption: employee only about $464,250 at 4% or $309,500 at 6%; with 50% employer match about $309,500 at 4% or $206,333 at 6%; with 100% employer match about $232,125 at 4% or $154,750 at 6%.
201313$3,945,245$54,723$18,241iApproximate average salary by contribution assumption: employee only about $456,025 at 4% or $304,017 at 6%; with 50% employer match about $304,017 at 4% or $202,678 at 6%; with 100% employer match about $228,013 at 4% or $152,008 at 6%.
Rosann Schwartz, MD, Pa Profit Sharing Plan-3$3,945,245$54,723$18,241iApproximate average salary by contribution assumption: employee only about $456,025 at 4% or $304,017 at 6%; with 50% employer match about $304,017 at 4% or $202,678 at 6%; with 100% employer match about $228,013 at 4% or $152,008 at 6%.
201213$3,570,719$68,752$22,917iApproximate average salary by contribution assumption: employee only about $572,933 at 4% or $381,956 at 6%; with 50% employer match about $381,956 at 4% or $254,637 at 6%; with 100% employer match about $286,467 at 4% or $190,978 at 6%.
Rosann Schwartz, MD, Pa Profit Sharing Plan-3$3,570,719$68,752$22,917iApproximate average salary by contribution assumption: employee only about $572,933 at 4% or $381,956 at 6%; with 50% employer match about $381,956 at 4% or $254,637 at 6%; with 100% employer match about $286,467 at 4% or $190,978 at 6%.
201113$3,315,104$82,517$27,506iApproximate average salary by contribution assumption: employee only about $687,642 at 4% or $458,428 at 6%; with 50% employer match about $458,428 at 4% or $305,619 at 6%; with 100% employer match about $343,821 at 4% or $229,214 at 6%.
Rosann Schwartz, MD, Pa Profit Sharing Plan-3$3,315,104$82,517$27,506iApproximate average salary by contribution assumption: employee only about $687,642 at 4% or $458,428 at 6%; with 50% employer match about $458,428 at 4% or $305,619 at 6%; with 100% employer match about $343,821 at 4% or $229,214 at 6%.
201013$3,228,265$86,729$28,910iApproximate average salary by contribution assumption: employee only about $722,742 at 4% or $481,828 at 6%; with 50% employer match about $481,828 at 4% or $321,219 at 6%; with 100% employer match about $361,371 at 4% or $240,914 at 6%.
Rosann Schwartz, MD, Pa Profit Sharing Plan-3$3,228,265$86,729$28,910iApproximate average salary by contribution assumption: employee only about $722,742 at 4% or $481,828 at 6%; with 50% employer match about $481,828 at 4% or $321,219 at 6%; with 100% employer match about $361,371 at 4% or $240,914 at 6%.
200913$2,986,213$67,513$22,504iApproximate average salary by contribution assumption: employee only about $562,608 at 4% or $375,072 at 6%; with 50% employer match about $375,072 at 4% or $250,048 at 6%; with 100% employer match about $281,304 at 4% or $187,536 at 6%.
Rosann Schwartz, MD, Pa Profit Sharing Plan-3$2,986,213$67,513$22,504iApproximate average salary by contribution assumption: employee only about $562,608 at 4% or $375,072 at 6%; with 50% employer match about $375,072 at 4% or $250,048 at 6%; with 100% employer match about $281,304 at 4% or $187,536 at 6%.
200813$0$0-
Rosann Schwartz, MD, Pa Profit Sharing Plan-3---
200713$3,049,972$61,626$20,542iApproximate average salary by contribution assumption: employee only about $513,550 at 4% or $342,367 at 6%; with 50% employer match about $342,367 at 4% or $228,244 at 6%; with 100% employer match about $256,775 at 4% or $171,183 at 6%.
Rosann Schwartz, MD, Pa Profit Sharing Plan-3$3,049,972$61,626$20,542iApproximate average salary by contribution assumption: employee only about $513,550 at 4% or $342,367 at 6%; with 50% employer match about $342,367 at 4% or $228,244 at 6%; with 100% employer match about $256,775 at 4% or $171,183 at 6%.
200613$2,827,274$88,568$29,523iApproximate average salary by contribution assumption: employee only about $738,067 at 4% or $492,044 at 6%; with 50% employer match about $492,044 at 4% or $328,030 at 6%; with 100% employer match about $369,033 at 4% or $246,022 at 6%.
Rosann Schwartz, MD, Pa Profit Sharing Plan-3$2,827,274$88,568$29,523iApproximate average salary by contribution assumption: employee only about $738,067 at 4% or $492,044 at 6%; with 50% employer match about $492,044 at 4% or $328,030 at 6%; with 100% employer match about $369,033 at 4% or $246,022 at 6%.
200513$2,500,296$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Rosann Schwartz, MD, Pa Profit Sharing Plan-3$2,500,296$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
200413$2,356,672$109,175$36,392iApproximate average salary by contribution assumption: employee only about $909,792 at 4% or $606,528 at 6%; with 50% employer match about $606,528 at 4% or $404,352 at 6%; with 100% employer match about $454,896 at 4% or $303,264 at 6%.
Rosann Schwartz, MD, Pa Profit Sharing Plan-3$2,356,672$109,175$36,392iApproximate average salary by contribution assumption: employee only about $909,792 at 4% or $606,528 at 6%; with 50% employer match about $606,528 at 4% or $404,352 at 6%; with 100% employer match about $454,896 at 4% or $303,264 at 6%.
200316$2,194,159$82,725$13,788iApproximate average salary by contribution assumption: employee only about $344,688 at 4% or $229,792 at 6%; with 50% employer match about $229,792 at 4% or $153,194 at 6%; with 100% employer match about $172,344 at 4% or $114,896 at 6%.
Rosann Schwartz, MD, Pa Profit Sharing Plan-6$2,194,159$82,725$13,788iApproximate average salary by contribution assumption: employee only about $344,688 at 4% or $229,792 at 6%; with 50% employer match about $229,792 at 4% or $153,194 at 6%; with 100% employer match about $172,344 at 4% or $114,896 at 6%.
200228$0$0-
Rosann Schwartz MD Pa Money Purchase Plan-0---
Rosann Schwartz, MD, Pa Profit Sharing Plan-8---
200124$2,025,620$75,341$18,835iApproximate average salary by contribution assumption: employee only about $470,881 at 4% or $313,921 at 6%; with 50% employer match about $313,921 at 4% or $209,281 at 6%; with 100% employer match about $235,441 at 4% or $156,960 at 6%.
Rosann Schwartz, MD, Pa Profit Sharing Plan-0$1,113,936$38,778-
Rosann Schwartz MD Pa Money Purchase Plan-4$911,684$36,563$9,141iApproximate average salary by contribution assumption: employee only about $228,519 at 4% or $152,346 at 6%; with 50% employer match about $152,346 at 4% or $101,564 at 6%; with 100% employer match about $114,259 at 4% or $76,173 at 6%.
200024$1,900,933$65,195$16,299iApproximate average salary by contribution assumption: employee only about $407,469 at 4% or $271,646 at 6%; with 50% employer match about $271,646 at 4% or $181,097 at 6%; with 100% employer match about $203,734 at 4% or $135,823 at 6%.
Rosann Schwartz, MD, Pa Profit Sharing Plan-4$1,064,338$27,941$6,985iApproximate average salary by contribution assumption: employee only about $174,631 at 4% or $116,421 at 6%; with 50% employer match about $116,421 at 4% or $77,614 at 6%; with 100% employer match about $87,316 at 4% or $58,210 at 6%.
Rosann Schwartz MD Pa Money Purchase Plan-4$836,595$37,254$9,314iApproximate average salary by contribution assumption: employee only about $232,838 at 4% or $155,225 at 6%; with 50% employer match about $155,225 at 4% or $103,483 at 6%; with 100% employer match about $116,419 at 4% or $77,613 at 6%.