Civic Intelligence

Drs Schwartz & Oldham Pa

Plan context: Drs Schwartz & Oldham Pa Profit Sharing Plan

EIN 59-2883488 • Brandon, FL • 11 filings • 3 plans

787 West Lumsden RoadBrandon, FL 33511
Current Snapshot

Latest Year

2016

2016 Participants

13

2016 Assets

$672,389

2016 Contributions

$35,551

Historical Graphs

Total Assets Over Time

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

$672,389$336,195$0199920042015YearValue
$672,389Latest year 2015

Participants Over Time

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

1470199920032015YearValue
13Latest year 2015

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
201610$0$35,551-
Drs Schwartz & Oldham Pa Profit Sharing Plan-0$0$35,551-
2015113$672,389$157,877$12,144iApproximate average salary by contribution assumption: employee only about $303,610 at 4% or $202,406 at 6%; with 50% employer match about $202,406 at 4% or $134,938 at 6%; with 100% employer match about $151,805 at 4% or $101,203 at 6%.
Drs Schwartz & Oldham Pa Profit Sharing Plan-13$672,389$157,877$12,144iApproximate average salary by contribution assumption: employee only about $303,610 at 4% or $202,406 at 6%; with 50% employer match about $202,406 at 4% or $134,938 at 6%; with 100% employer match about $151,805 at 4% or $101,203 at 6%.
2014113$616,558$7,815$601iApproximate average salary by contribution assumption: employee only about $15,029 at 4% or $10,019 at 6%; with 50% employer match about $10,019 at 4% or $6,679 at 6%; with 100% employer match about $7,514 at 4% or $5,010 at 6%.
Drs Schwartz & Oldham Pa Profit Sharing Plan-13$616,558$7,815$601iApproximate average salary by contribution assumption: employee only about $15,029 at 4% or $10,019 at 6%; with 50% employer match about $10,019 at 4% or $6,679 at 6%; with 100% employer match about $7,514 at 4% or $5,010 at 6%.
200610$0$0-
Drs Schwartz & Oldham Pa Profit Sharing Plan-0---
200514$93,315$0-
Drs Schwartz & Oldham Pa Profit Sharing Plan-4$93,315--
200414$87,559$0-
Drs Schwartz & Oldham Pa Profit Sharing Plan-4$87,559--
200316$84,312$0-
Drs Schwartz & Oldham Pa Profit Sharing Plan-6$84,312--
200216$64,227$0-
Drs Schwartz & Oldham Pa Profit Sharing Plan-6$64,227--
200113$0$0-
Drs Schwartz & Oldham Pa Profit Sharing Plan-3---
200015$179,742$0-
Drs Schwartz & Oldham Pa Profit Sharing Plan-5$179,742--
1999114$212,363$0-
Drs Schwartz & Oldham Pa Profit Sharing Plan-14$212,363--