Scott J. Schwartz, P.A.
Plan context: Scott J. Schwartz, P.A. Employees Savings Trust
EIN 64-0897886 • Hattiesburg, MS • 19 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$1,929,983
2024 Contributions
$14,113
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $1,929,983 | $14,113 | $3,528iApproximate average salary by contribution assumption: employee only about $88,206 at 4% or $58,804 at 6%; with 50% employer match about $58,804 at 4% or $39,203 at 6%; with 100% employer match about $44,103 at 4% or $29,402 at 6%. |
| Scott J. Schwartz, P.A. Employees Savings Trust | - | 4 | $1,929,983 | $14,113 | $3,528iApproximate average salary by contribution assumption: employee only about $88,206 at 4% or $58,804 at 6%; with 50% employer match about $58,804 at 4% or $39,203 at 6%; with 100% employer match about $44,103 at 4% or $29,402 at 6%. |
| 2023 | 1 | 4 | $1,782,277 | $26,333 | $6,583iApproximate average salary by contribution assumption: employee only about $164,581 at 4% or $109,721 at 6%; with 50% employer match about $109,721 at 4% or $73,147 at 6%; with 100% employer match about $82,291 at 4% or $54,860 at 6%. |
| Scott J. Schwartz, P.A. Employees Savings Trust | - | 4 | $1,782,277 | $26,333 | $6,583iApproximate average salary by contribution assumption: employee only about $164,581 at 4% or $109,721 at 6%; with 50% employer match about $109,721 at 4% or $73,147 at 6%; with 100% employer match about $82,291 at 4% or $54,860 at 6%. |
| 2022 | 1 | 5 | $1,451,509 | $36,948 | $7,390iApproximate average salary by contribution assumption: employee only about $184,740 at 4% or $123,160 at 6%; with 50% employer match about $123,160 at 4% or $82,107 at 6%; with 100% employer match about $92,370 at 4% or $61,580 at 6%. |
| Scott J. Schwartz, P.A. Employees Savings Trust | - | 5 | $1,451,509 | $36,948 | $7,390iApproximate average salary by contribution assumption: employee only about $184,740 at 4% or $123,160 at 6%; with 50% employer match about $123,160 at 4% or $82,107 at 6%; with 100% employer match about $92,370 at 4% or $61,580 at 6%. |
| 2021 | 1 | 4 | $1,762,289 | $36,443 | $9,111iApproximate average salary by contribution assumption: employee only about $227,769 at 4% or $151,846 at 6%; with 50% employer match about $151,846 at 4% or $101,231 at 6%; with 100% employer match about $113,884 at 4% or $75,923 at 6%. |
| Scott J. Schwartz, P.A. Employees Savings Trust | - | 4 | $1,762,289 | $36,443 | $9,111iApproximate average salary by contribution assumption: employee only about $227,769 at 4% or $151,846 at 6%; with 50% employer match about $151,846 at 4% or $101,231 at 6%; with 100% employer match about $113,884 at 4% or $75,923 at 6%. |
| 2020 | 1 | 3 | $1,536,334 | $28,617 | $9,539iApproximate average salary by contribution assumption: employee only about $238,475 at 4% or $158,983 at 6%; with 50% employer match about $158,983 at 4% or $105,989 at 6%; with 100% employer match about $119,238 at 4% or $79,492 at 6%. |
| Scott J. Schwartz, P.A. Employees Savings Trust | - | 3 | $1,536,334 | $28,617 | $9,539iApproximate average salary by contribution assumption: employee only about $238,475 at 4% or $158,983 at 6%; with 50% employer match about $158,983 at 4% or $105,989 at 6%; with 100% employer match about $119,238 at 4% or $79,492 at 6%. |
| 2019 | 1 | 3 | $1,412,429 | $29,728 | $9,909iApproximate average salary by contribution assumption: employee only about $247,733 at 4% or $165,156 at 6%; with 50% employer match about $165,156 at 4% or $110,104 at 6%; with 100% employer match about $123,867 at 4% or $82,578 at 6%. |
| Scott J. Schwartz, P.A. Employees Savings Trust | - | 3 | $1,412,429 | $29,728 | $9,909iApproximate average salary by contribution assumption: employee only about $247,733 at 4% or $165,156 at 6%; with 50% employer match about $165,156 at 4% or $110,104 at 6%; with 100% employer match about $123,867 at 4% or $82,578 at 6%. |
| 2018 | 1 | 3 | $1,101,271 | $70,808 | $23,603iApproximate average salary by contribution assumption: employee only about $590,067 at 4% or $393,378 at 6%; with 50% employer match about $393,378 at 4% or $262,252 at 6%; with 100% employer match about $295,033 at 4% or $196,689 at 6%. |
| Scott J. Schwartz, P.A. Employees Savings Trust | - | 3 | $1,101,271 | $70,808 | $23,603iApproximate average salary by contribution assumption: employee only about $590,067 at 4% or $393,378 at 6%; with 50% employer match about $393,378 at 4% or $262,252 at 6%; with 100% employer match about $295,033 at 4% or $196,689 at 6%. |
| 2017 | 1 | 3 | $1,107,258 | $68,972 | $22,991iApproximate average salary by contribution assumption: employee only about $574,767 at 4% or $383,178 at 6%; with 50% employer match about $383,178 at 4% or $255,452 at 6%; with 100% employer match about $287,383 at 4% or $191,589 at 6%. |
| Scott J. Schwartz, P.A. Employees Savings Trust | - | 3 | $1,107,258 | $68,972 | $22,991iApproximate average salary by contribution assumption: employee only about $574,767 at 4% or $383,178 at 6%; with 50% employer match about $383,178 at 4% or $255,452 at 6%; with 100% employer match about $287,383 at 4% or $191,589 at 6%. |
| 2016 | 1 | 3 | $861,375 | $64,190 | $21,397iApproximate average salary by contribution assumption: employee only about $534,917 at 4% or $356,611 at 6%; with 50% employer match about $356,611 at 4% or $237,741 at 6%; with 100% employer match about $267,458 at 4% or $178,306 at 6%. |
| Scott J. Schwartz, P.A. Employees Savings Trust | - | 3 | $861,375 | $64,190 | $21,397iApproximate average salary by contribution assumption: employee only about $534,917 at 4% or $356,611 at 6%; with 50% employer match about $356,611 at 4% or $237,741 at 6%; with 100% employer match about $267,458 at 4% or $178,306 at 6%. |
| 2015 | 1 | 4 | $755,741 | $60,825 | $15,206iApproximate average salary by contribution assumption: employee only about $380,156 at 4% or $253,438 at 6%; with 50% employer match about $253,438 at 4% or $168,958 at 6%; with 100% employer match about $190,078 at 4% or $126,719 at 6%. |
| Scott J. Schwartz, P.A. Employees Savings Trust | - | 4 | $755,741 | $60,825 | $15,206iApproximate average salary by contribution assumption: employee only about $380,156 at 4% or $253,438 at 6%; with 50% employer match about $253,438 at 4% or $168,958 at 6%; with 100% employer match about $190,078 at 4% or $126,719 at 6%. |
| 2014 | 1 | 4 | $700,126 | $21,618 | $5,405iApproximate average salary by contribution assumption: employee only about $135,113 at 4% or $90,075 at 6%; with 50% employer match about $90,075 at 4% or $60,050 at 6%; with 100% employer match about $67,556 at 4% or $45,038 at 6%. |
| Scott J. Schwartz, P.A. Employees Savings Trust | - | 4 | $700,126 | $21,618 | $5,405iApproximate average salary by contribution assumption: employee only about $135,113 at 4% or $90,075 at 6%; with 50% employer match about $90,075 at 4% or $60,050 at 6%; with 100% employer match about $67,556 at 4% or $45,038 at 6%. |
| 2013 | 1 | 4 | $635,524 | $62,436 | $15,609iApproximate average salary by contribution assumption: employee only about $390,225 at 4% or $260,150 at 6%; with 50% employer match about $260,150 at 4% or $173,433 at 6%; with 100% employer match about $195,113 at 4% or $130,075 at 6%. |
| Scott J. Schwartz, P.A. Employees Savings Trust | - | 4 | $635,524 | $62,436 | $15,609iApproximate average salary by contribution assumption: employee only about $390,225 at 4% or $260,150 at 6%; with 50% employer match about $260,150 at 4% or $173,433 at 6%; with 100% employer match about $195,113 at 4% or $130,075 at 6%. |
| 2012 | 1 | 4 | $458,820 | $54,575 | $13,644iApproximate average salary by contribution assumption: employee only about $341,094 at 4% or $227,396 at 6%; with 50% employer match about $227,396 at 4% or $151,597 at 6%; with 100% employer match about $170,547 at 4% or $113,698 at 6%. |
| Scott J. Schwartz, P.A. Employees Savings Trust | - | 4 | $458,820 | $54,575 | $13,644iApproximate average salary by contribution assumption: employee only about $341,094 at 4% or $227,396 at 6%; with 50% employer match about $227,396 at 4% or $151,597 at 6%; with 100% employer match about $170,547 at 4% or $113,698 at 6%. |
| 2011 | 1 | 5 | $355,528 | $56,990 | $11,398iApproximate average salary by contribution assumption: employee only about $284,950 at 4% or $189,967 at 6%; with 50% employer match about $189,967 at 4% or $126,644 at 6%; with 100% employer match about $142,475 at 4% or $94,983 at 6%. |
| Scott J. Schwartz, P.A. Employees Savings Trust | - | 5 | $355,528 | $56,990 | $11,398iApproximate average salary by contribution assumption: employee only about $284,950 at 4% or $189,967 at 6%; with 50% employer match about $189,967 at 4% or $126,644 at 6%; with 100% employer match about $142,475 at 4% or $94,983 at 6%. |
| 2010 | 1 | 4 | $317,465 | $60,693 | $15,173iApproximate average salary by contribution assumption: employee only about $379,331 at 4% or $252,888 at 6%; with 50% employer match about $252,888 at 4% or $168,592 at 6%; with 100% employer match about $189,666 at 4% or $126,444 at 6%. |
| Scott J. Schwartz, P.A. Employees Savings Trust | - | 4 | $317,465 | $60,693 | $15,173iApproximate average salary by contribution assumption: employee only about $379,331 at 4% or $252,888 at 6%; with 50% employer match about $252,888 at 4% or $168,592 at 6%; with 100% employer match about $189,666 at 4% or $126,444 at 6%. |
| 2009 | 1 | 4 | $224,157 | $60,708 | $15,177iApproximate average salary by contribution assumption: employee only about $379,425 at 4% or $252,950 at 6%; with 50% employer match about $252,950 at 4% or $168,633 at 6%; with 100% employer match about $189,713 at 4% or $126,475 at 6%. |
| Scott J. Schwartz, P.A. Employees Savings Trust | - | 4 | $224,157 | $60,708 | $15,177iApproximate average salary by contribution assumption: employee only about $379,425 at 4% or $252,950 at 6%; with 50% employer match about $252,950 at 4% or $168,633 at 6%; with 100% employer match about $189,713 at 4% or $126,475 at 6%. |
| 2008 | 1 | 3 | $127,715 | $55,662 | $18,554iApproximate average salary by contribution assumption: employee only about $463,850 at 4% or $309,233 at 6%; with 50% employer match about $309,233 at 4% or $206,156 at 6%; with 100% employer match about $231,925 at 4% or $154,617 at 6%. |
| Scott J. Schwartz, P.A. Employees Savings Trust | - | 3 | $127,715 | $55,662 | $18,554iApproximate average salary by contribution assumption: employee only about $463,850 at 4% or $309,233 at 6%; with 50% employer match about $309,233 at 4% or $206,156 at 6%; with 100% employer match about $231,925 at 4% or $154,617 at 6%. |
| 2007 | 1 | 3 | $121,251 | $52,665 | $17,555iApproximate average salary by contribution assumption: employee only about $438,875 at 4% or $292,583 at 6%; with 50% employer match about $292,583 at 4% or $195,056 at 6%; with 100% employer match about $219,438 at 4% or $146,292 at 6%. |
| Scott J. Schwartz, P.A. Employees Savings Trust | - | 3 | $121,251 | $52,665 | $17,555iApproximate average salary by contribution assumption: employee only about $438,875 at 4% or $292,583 at 6%; with 50% employer match about $292,583 at 4% or $195,056 at 6%; with 100% employer match about $219,438 at 4% or $146,292 at 6%. |
| 2006 | 1 | 2 | $61,308 | $60,052 | $30,026iApproximate average salary by contribution assumption: employee only about $750,650 at 4% or $500,433 at 6%; with 50% employer match about $500,433 at 4% or $333,622 at 6%; with 100% employer match about $375,325 at 4% or $250,217 at 6%. |
| Scott J. Schwartz, P.A. Employees Savings Trust | - | 2 | $61,308 | $60,052 | $30,026iApproximate average salary by contribution assumption: employee only about $750,650 at 4% or $500,433 at 6%; with 50% employer match about $500,433 at 4% or $333,622 at 6%; with 100% employer match about $375,325 at 4% or $250,217 at 6%. |