Civic Intelligence

Schwartz and Associates, P.A.

Plan context: Schwartz and Associates, P.A. 401K Salary Savings Plan

EIN 64-0854447 • Jackson, MS • 26 filings • 5 plans

162 East Amite StreetJackson, MS 39201
Current Snapshot

Latest Year

2024

2024 Participants

114

2024 Assets

$9,014,149

2024 Contributions

$746,245

Historical Graphs

Total Assets Over Time

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

$9,468,264$4,734,132$0199920132024YearValue
$9,014,149Latest year 2024

Participants Over Time

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

116580199920122024YearValue
114Latest year 2024

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
20241114$9,014,149$746,245$6,546iApproximate average salary by contribution assumption: employee only about $163,650 at 4% or $109,100 at 6%; with 50% employer match about $109,100 at 4% or $72,733 at 6%; with 100% employer match about $81,825 at 4% or $54,550 at 6%.
Schwartz and Associates, P.A. 401K Salary Savings Plan-114$9,014,149$746,245$6,546iApproximate average salary by contribution assumption: employee only about $163,650 at 4% or $109,100 at 6%; with 50% employer match about $109,100 at 4% or $72,733 at 6%; with 100% employer match about $81,825 at 4% or $54,550 at 6%.
2023196$7,925,136$673,914$7,020iApproximate average salary by contribution assumption: employee only about $175,498 at 4% or $116,999 at 6%; with 50% employer match about $116,999 at 4% or $77,999 at 6%; with 100% employer match about $87,749 at 4% or $58,499 at 6%.
Schwartz and Associates, P.A. 401K Salary Savings Plan-96$7,925,136$673,914$7,020iApproximate average salary by contribution assumption: employee only about $175,498 at 4% or $116,999 at 6%; with 50% employer match about $116,999 at 4% or $77,999 at 6%; with 100% employer match about $87,749 at 4% or $58,499 at 6%.
2022193$7,864,669$658,873$7,085iApproximate average salary by contribution assumption: employee only about $177,116 at 4% or $118,078 at 6%; with 50% employer match about $118,078 at 4% or $78,718 at 6%; with 100% employer match about $88,558 at 4% or $59,039 at 6%.
Schwartz and Associates, P.A. 401K Salary Savings Plan-93$7,864,669$658,873$7,085iApproximate average salary by contribution assumption: employee only about $177,116 at 4% or $118,078 at 6%; with 50% employer match about $118,078 at 4% or $78,718 at 6%; with 100% employer match about $88,558 at 4% or $59,039 at 6%.
2021190$9,468,264$629,857$6,998iApproximate average salary by contribution assumption: employee only about $174,960 at 4% or $116,640 at 6%; with 50% employer match about $116,640 at 4% or $77,760 at 6%; with 100% employer match about $87,480 at 4% or $58,320 at 6%.
Schwartz and Associates, P.A. 401K Salary Savings Plan-90$9,468,264$629,857$6,998iApproximate average salary by contribution assumption: employee only about $174,960 at 4% or $116,640 at 6%; with 50% employer match about $116,640 at 4% or $77,760 at 6%; with 100% employer match about $87,480 at 4% or $58,320 at 6%.
2020198$8,170,738$657,036$6,704iApproximate average salary by contribution assumption: employee only about $167,611 at 4% or $111,741 at 6%; with 50% employer match about $111,741 at 4% or $74,494 at 6%; with 100% employer match about $83,806 at 4% or $55,870 at 6%.
Schwartz and Associates, P.A. 401K Salary Savings Plan-98$8,170,738$657,036$6,704iApproximate average salary by contribution assumption: employee only about $167,611 at 4% or $111,741 at 6%; with 50% employer match about $111,741 at 4% or $74,494 at 6%; with 100% employer match about $83,806 at 4% or $55,870 at 6%.
2019182$6,684,992$625,992$7,634iApproximate average salary by contribution assumption: employee only about $190,851 at 4% or $127,234 at 6%; with 50% employer match about $127,234 at 4% or $84,823 at 6%; with 100% employer match about $95,426 at 4% or $63,617 at 6%.
Schwartz and Associates, P.A. 401K Salary Savings Plan-82$6,684,992$625,992$7,634iApproximate average salary by contribution assumption: employee only about $190,851 at 4% or $127,234 at 6%; with 50% employer match about $127,234 at 4% or $84,823 at 6%; with 100% employer match about $95,426 at 4% or $63,617 at 6%.
2018185$5,387,118$609,209$7,167iApproximate average salary by contribution assumption: employee only about $179,179 at 4% or $119,453 at 6%; with 50% employer match about $119,453 at 4% or $79,635 at 6%; with 100% employer match about $89,590 at 4% or $59,726 at 6%.
Schwartz and Associates, P.A. 401K Salary Savings Plan-85$5,387,118$609,209$7,167iApproximate average salary by contribution assumption: employee only about $179,179 at 4% or $119,453 at 6%; with 50% employer match about $119,453 at 4% or $79,635 at 6%; with 100% employer match about $89,590 at 4% or $59,726 at 6%.
2017194$6,227,827$546,164$5,810iApproximate average salary by contribution assumption: employee only about $145,256 at 4% or $96,838 at 6%; with 50% employer match about $96,838 at 4% or $64,558 at 6%; with 100% employer match about $72,628 at 4% or $48,419 at 6%.
Schwartz and Associates, P.A. 401K Salary Savings Plan-94$6,227,827$546,164$5,810iApproximate average salary by contribution assumption: employee only about $145,256 at 4% or $96,838 at 6%; with 50% employer match about $96,838 at 4% or $64,558 at 6%; with 100% employer match about $72,628 at 4% or $48,419 at 6%.
2016187$5,507,735$484,087$5,564iApproximate average salary by contribution assumption: employee only about $139,105 at 4% or $92,737 at 6%; with 50% employer match about $92,737 at 4% or $61,825 at 6%; with 100% employer match about $69,553 at 4% or $46,368 at 6%.
Schwartz and Associates, P.A. 401K Salary Savings Plan-87$5,507,735$484,087$5,564iApproximate average salary by contribution assumption: employee only about $139,105 at 4% or $92,737 at 6%; with 50% employer match about $92,737 at 4% or $61,825 at 6%; with 100% employer match about $69,553 at 4% or $46,368 at 6%.
2015188$4,841,462$538,421$6,118iApproximate average salary by contribution assumption: employee only about $152,961 at 4% or $101,974 at 6%; with 50% employer match about $101,974 at 4% or $67,982 at 6%; with 100% employer match about $76,480 at 4% or $50,987 at 6%.
Schwartz and Associates, P.A. 401K Salary Savings Plan-88$4,841,462$538,421$6,118iApproximate average salary by contribution assumption: employee only about $152,961 at 4% or $101,974 at 6%; with 50% employer match about $101,974 at 4% or $67,982 at 6%; with 100% employer match about $76,480 at 4% or $50,987 at 6%.
20141116$4,531,497$491,824$4,240iApproximate average salary by contribution assumption: employee only about $105,997 at 4% or $70,664 at 6%; with 50% employer match about $70,664 at 4% or $47,110 at 6%; with 100% employer match about $52,998 at 4% or $35,332 at 6%.
Schwartz and Associates, P.A. 401K Salary Savings Plan-116$4,531,497$491,824$4,240iApproximate average salary by contribution assumption: employee only about $105,997 at 4% or $70,664 at 6%; with 50% employer match about $70,664 at 4% or $47,110 at 6%; with 100% employer match about $52,998 at 4% or $35,332 at 6%.
20131106$4,467,904$481,630$4,544iApproximate average salary by contribution assumption: employee only about $113,592 at 4% or $75,728 at 6%; with 50% employer match about $75,728 at 4% or $50,485 at 6%; with 100% employer match about $56,796 at 4% or $37,864 at 6%.
Schwartz and Associates, P.A. 401K Salary Savings Plan-106$4,467,904$481,630$4,544iApproximate average salary by contribution assumption: employee only about $113,592 at 4% or $75,728 at 6%; with 50% employer match about $75,728 at 4% or $50,485 at 6%; with 100% employer match about $56,796 at 4% or $37,864 at 6%.
2012199$3,555,726$423,319$4,276iApproximate average salary by contribution assumption: employee only about $106,899 at 4% or $71,266 at 6%; with 50% employer match about $71,266 at 4% or $47,511 at 6%; with 100% employer match about $53,449 at 4% or $35,633 at 6%.
Schwartz and Associates, P.A. 401K Salary Savings Plan-99$3,555,726$423,319$4,276iApproximate average salary by contribution assumption: employee only about $106,899 at 4% or $71,266 at 6%; with 50% employer match about $71,266 at 4% or $47,511 at 6%; with 100% employer match about $53,449 at 4% or $35,633 at 6%.
2011190$2,826,972$446,518$4,961iApproximate average salary by contribution assumption: employee only about $124,033 at 4% or $82,689 at 6%; with 50% employer match about $82,689 at 4% or $55,126 at 6%; with 100% employer match about $62,016 at 4% or $41,344 at 6%.
Schwartz and Associates, P.A. 401K Salary Savings Plan-90$2,826,972$446,518$4,961iApproximate average salary by contribution assumption: employee only about $124,033 at 4% or $82,689 at 6%; with 50% employer match about $82,689 at 4% or $55,126 at 6%; with 100% employer match about $62,016 at 4% or $41,344 at 6%.
2010179$3,065,243$402,423$5,094iApproximate average salary by contribution assumption: employee only about $127,349 at 4% or $84,899 at 6%; with 50% employer match about $84,899 at 4% or $56,600 at 6%; with 100% employer match about $63,675 at 4% or $42,450 at 6%.
Schwartz and Associates, P.A. 401K Salary Savings Plan-79$3,065,243$402,423$5,094iApproximate average salary by contribution assumption: employee only about $127,349 at 4% or $84,899 at 6%; with 50% employer match about $84,899 at 4% or $56,600 at 6%; with 100% employer match about $63,675 at 4% or $42,450 at 6%.
2009172$2,322,845$341,853$4,748iApproximate average salary by contribution assumption: employee only about $118,699 at 4% or $79,133 at 6%; with 50% employer match about $79,133 at 4% or $52,755 at 6%; with 100% employer match about $59,349 at 4% or $39,566 at 6%.
Schwartz and Associates, P.A. 401K Salary Savings Plan-72$2,322,845$341,853$4,748iApproximate average salary by contribution assumption: employee only about $118,699 at 4% or $79,133 at 6%; with 50% employer match about $79,133 at 4% or $52,755 at 6%; with 100% employer match about $59,349 at 4% or $39,566 at 6%.
2008148$1,552,568$284,426$5,926iApproximate average salary by contribution assumption: employee only about $148,139 at 4% or $98,759 at 6%; with 50% employer match about $98,759 at 4% or $65,839 at 6%; with 100% employer match about $74,069 at 4% or $49,380 at 6%.
Schwartz and Associates, P.A. 401K Salary Savings Plan-48$1,552,568$284,426$5,926iApproximate average salary by contribution assumption: employee only about $148,139 at 4% or $98,759 at 6%; with 50% employer match about $98,759 at 4% or $65,839 at 6%; with 100% employer match about $74,069 at 4% or $49,380 at 6%.
2007141$2,047,248$260,564$6,355iApproximate average salary by contribution assumption: employee only about $158,880 at 4% or $105,920 at 6%; with 50% employer match about $105,920 at 4% or $70,614 at 6%; with 100% employer match about $79,440 at 4% or $52,960 at 6%.
Schwartz and Associates, P.A. 401K Salary Savings Plan-41$2,047,248$260,564$6,355iApproximate average salary by contribution assumption: employee only about $158,880 at 4% or $105,920 at 6%; with 50% employer match about $105,920 at 4% or $70,614 at 6%; with 100% employer match about $79,440 at 4% or $52,960 at 6%.
2006141$1,771,430$259,574$6,331iApproximate average salary by contribution assumption: employee only about $158,277 at 4% or $105,518 at 6%; with 50% employer match about $105,518 at 4% or $70,345 at 6%; with 100% employer match about $79,138 at 4% or $52,759 at 6%.
Schwartz and Associates, P.A. 401K Salary Savings Plan-41$1,771,430$259,574$6,331iApproximate average salary by contribution assumption: employee only about $158,277 at 4% or $105,518 at 6%; with 50% employer match about $105,518 at 4% or $70,345 at 6%; with 100% employer match about $79,138 at 4% or $52,759 at 6%.
2005144$1,625,397$291,665$6,629iApproximate average salary by contribution assumption: employee only about $165,719 at 4% or $110,479 at 6%; with 50% employer match about $110,479 at 4% or $73,653 at 6%; with 100% employer match about $82,859 at 4% or $55,240 at 6%.
Schwartz and Associates, P.A. 401K Salary Savings Plan-44$1,625,397$291,665$6,629iApproximate average salary by contribution assumption: employee only about $165,719 at 4% or $110,479 at 6%; with 50% employer match about $110,479 at 4% or $73,653 at 6%; with 100% employer match about $82,859 at 4% or $55,240 at 6%.
2004160$1,398,463$371,023$6,184iApproximate average salary by contribution assumption: employee only about $154,593 at 4% or $103,062 at 6%; with 50% employer match about $103,062 at 4% or $68,708 at 6%; with 100% employer match about $77,296 at 4% or $51,531 at 6%.
Schwartz and Associates, P.A. 401K Salary Savings Plan-60$1,398,463$371,023$6,184iApproximate average salary by contribution assumption: employee only about $154,593 at 4% or $103,062 at 6%; with 50% employer match about $103,062 at 4% or $68,708 at 6%; with 100% employer match about $77,296 at 4% or $51,531 at 6%.
2003146$984,363$240,661$5,232iApproximate average salary by contribution assumption: employee only about $130,794 at 4% or $87,196 at 6%; with 50% employer match about $87,196 at 4% or $58,131 at 6%; with 100% employer match about $65,397 at 4% or $43,598 at 6%.
Schwartz and Associates, P.A. 401K Salary Savings Plan-46$984,363$240,661$5,232iApproximate average salary by contribution assumption: employee only about $130,794 at 4% or $87,196 at 6%; with 50% employer match about $87,196 at 4% or $58,131 at 6%; with 100% employer match about $65,397 at 4% or $43,598 at 6%.
2002134$647,418$203,982$5,999iApproximate average salary by contribution assumption: employee only about $149,987 at 4% or $99,991 at 6%; with 50% employer match about $99,991 at 4% or $66,661 at 6%; with 100% employer match about $74,993 at 4% or $49,996 at 6%.
Schwartz and Associates, P.A. 401K Salary Savings Plan-34$647,418$203,982$5,999iApproximate average salary by contribution assumption: employee only about $149,987 at 4% or $99,991 at 6%; with 50% employer match about $99,991 at 4% or $66,661 at 6%; with 100% employer match about $74,993 at 4% or $49,996 at 6%.
2001128$0$0-
Schwartz and Associates, P.A. 401K Salary Savings Plan-28---
2000121$0$0-
Schwartz and Associates, P.A. 401K Salary Savings Plan-21---
1999118$524,283$147,253$8,181iApproximate average salary by contribution assumption: employee only about $204,518 at 4% or $136,345 at 6%; with 50% employer match about $136,345 at 4% or $90,897 at 6%; with 100% employer match about $102,259 at 4% or $68,173 at 6%.
Schwartz and Associates, P.A. 401K Salary Savings Plan-18$524,283$147,253$8,181iApproximate average salary by contribution assumption: employee only about $204,518 at 4% or $136,345 at 6%; with 50% employer match about $136,345 at 4% or $90,897 at 6%; with 100% employer match about $102,259 at 4% or $68,173 at 6%.