Civic Intelligence

Michael E. Schwartz, D.O.

Plan context: Michael E. Schwartz, D.O. Profit Sharing Plan and Trust

EIN 65-0691566 • 12 filings • 4 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$461,999

2008 Contributions

$45,000

Historical Graphs

Total Assets Over Time

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

$461,999$231,000$0199920042007YearValue
$461,999Latest year 2007

Participants Over Time

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

110199920032007YearValue
1Latest year 2007

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
200810$0$0-
Michael E. Schwartz, D.O. Profit Sharing Plan and Trust-0---
200711$461,999$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Michael E. Schwartz, D.O. Profit Sharing Plan and Trust-1$461,999$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
200611$385,068$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Michael E. Schwartz, D.O. Profit Sharing Plan and Trust-1$385,068$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
200511$338,353$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
Michael E. Schwartz, D.O. Profit Sharing Plan and Trust-1$338,353$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
200411$278,564$38,136$38,136iApproximate average salary by contribution assumption: employee only about $953,400 at 4% or $635,600 at 6%; with 50% employer match about $635,600 at 4% or $423,733 at 6%; with 100% employer match about $476,700 at 4% or $317,800 at 6%.
Michael E. Schwartz, D.O. Profit Sharing Plan and Trust-1$278,564$38,136$38,136iApproximate average salary by contribution assumption: employee only about $953,400 at 4% or $635,600 at 6%; with 50% employer match about $635,600 at 4% or $423,733 at 6%; with 100% employer match about $476,700 at 4% or $317,800 at 6%.
200311$244,202$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Michael E. Schwartz, D.O. Profit Sharing Plan and Trust-1$244,202$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200221$173,628$71,915$71,915iApproximate average salary by contribution assumption: employee only about $1,797,875 at 4% or $1,198,583 at 6%; with 50% employer match about $1,198,583 at 4% or $799,056 at 6%; with 100% employer match about $898,938 at 4% or $599,292 at 6%.
Michael E. Schwartz, D.O. Profit Sharing Plan and Trust-1$173,628$71,915$71,915iApproximate average salary by contribution assumption: employee only about $1,797,875 at 4% or $1,198,583 at 6%; with 50% employer match about $1,198,583 at 4% or $799,056 at 6%; with 100% employer match about $898,938 at 4% or $599,292 at 6%.
MICHAEL E. SCHWARTZ, D.O., P.A., MONEY PURCHASE PENSION PLAN-0---
200111$0$0-
Michael E. Schwartz, D.O. Profit Sharing Plan and Trust-1---
200021$96,142$23,625$23,625iApproximate average salary by contribution assumption: employee only about $590,625 at 4% or $393,750 at 6%; with 50% employer match about $393,750 at 4% or $262,500 at 6%; with 100% employer match about $295,313 at 4% or $196,875 at 6%.
Michael E. Schwartz, D.O. Profit Sharing Plan and Trust-1$96,142$23,625$23,625iApproximate average salary by contribution assumption: employee only about $590,625 at 4% or $393,750 at 6%; with 50% employer match about $393,750 at 4% or $262,500 at 6%; with 100% employer match about $295,313 at 4% or $196,875 at 6%.
MICHAEL E. SCHWARTZ, D.O. MONEY PURCHASE PENSION PLAN AND TRUST-1---
199911$96,080$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Michael E. Schwartz, D.O. Profit Sharing Plan and Trust-1$96,080$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.