Civic Intelligence

Schwarz & Harris, P.A.

Plan context: Schwarz & Harris, P.A. 401(K) Plan & Trust

EIN 65-1038288 • Port Charlotte, FL • 11 filings • 1 plans

17841 Murdock CirclePort Charlotte, FL 33948
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,402,644

2024 Contributions

$112,939

Historical Graphs

Total Assets Over Time

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

$1,402,644$701,322$0201420192024YearValue
$1,402,644Latest year 2024

Participants Over Time

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

630201420192024YearValue
6Latest 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
202416$1,402,644$112,939$18,823iApproximate average salary by contribution assumption: employee only about $470,579 at 4% or $313,719 at 6%; with 50% employer match about $313,719 at 4% or $209,146 at 6%; with 100% employer match about $235,290 at 4% or $156,860 at 6%.
Schwarz & Harris, P.A. 401(K) Plan & Trust-6$1,402,644$112,939$18,823iApproximate average salary by contribution assumption: employee only about $470,579 at 4% or $313,719 at 6%; with 50% employer match about $313,719 at 4% or $209,146 at 6%; with 100% employer match about $235,290 at 4% or $156,860 at 6%.
202315$1,091,575$110,985$22,197iApproximate average salary by contribution assumption: employee only about $554,925 at 4% or $369,950 at 6%; with 50% employer match about $369,950 at 4% or $246,633 at 6%; with 100% employer match about $277,463 at 4% or $184,975 at 6%.
Schwarz & Harris, P.A. 401(K) Plan & Trust-5$1,091,575$110,985$22,197iApproximate average salary by contribution assumption: employee only about $554,925 at 4% or $369,950 at 6%; with 50% employer match about $369,950 at 4% or $246,633 at 6%; with 100% employer match about $277,463 at 4% or $184,975 at 6%.
202215$1,023,017$83,487$16,697iApproximate average salary by contribution assumption: employee only about $417,435 at 4% or $278,290 at 6%; with 50% employer match about $278,290 at 4% or $185,527 at 6%; with 100% employer match about $208,718 at 4% or $139,145 at 6%.
Schwarz & Harris, P.A. 401(K) Plan & Trust-5$1,023,017$83,487$16,697iApproximate average salary by contribution assumption: employee only about $417,435 at 4% or $278,290 at 6%; with 50% employer match about $278,290 at 4% or $185,527 at 6%; with 100% employer match about $208,718 at 4% or $139,145 at 6%.
202115$1,156,606$89,049$17,810iApproximate average salary by contribution assumption: employee only about $445,245 at 4% or $296,830 at 6%; with 50% employer match about $296,830 at 4% or $197,887 at 6%; with 100% employer match about $222,623 at 4% or $148,415 at 6%.
Schwarz & Harris, P.A. 401(K) Plan & Trust-5$1,156,606$89,049$17,810iApproximate average salary by contribution assumption: employee only about $445,245 at 4% or $296,830 at 6%; with 50% employer match about $296,830 at 4% or $197,887 at 6%; with 100% employer match about $222,623 at 4% or $148,415 at 6%.
202014$864,354$92,291$23,073iApproximate average salary by contribution assumption: employee only about $576,819 at 4% or $384,546 at 6%; with 50% employer match about $384,546 at 4% or $256,364 at 6%; with 100% employer match about $288,409 at 4% or $192,273 at 6%.
Schwarz & Harris, P.A. 401(K) Plan & Trust-4$864,354$92,291$23,073iApproximate average salary by contribution assumption: employee only about $576,819 at 4% or $384,546 at 6%; with 50% employer match about $384,546 at 4% or $256,364 at 6%; with 100% employer match about $288,409 at 4% or $192,273 at 6%.
201913$636,791$76,087$25,362iApproximate average salary by contribution assumption: employee only about $634,058 at 4% or $422,706 at 6%; with 50% employer match about $422,706 at 4% or $281,804 at 6%; with 100% employer match about $317,029 at 4% or $211,353 at 6%.
Schwarz & Harris, P.A. 401(K) Plan & Trust-3$636,791$76,087$25,362iApproximate average salary by contribution assumption: employee only about $634,058 at 4% or $422,706 at 6%; with 50% employer match about $422,706 at 4% or $281,804 at 6%; with 100% employer match about $317,029 at 4% or $211,353 at 6%.
201814$445,585$93,777$23,444iApproximate average salary by contribution assumption: employee only about $586,106 at 4% or $390,738 at 6%; with 50% employer match about $390,738 at 4% or $260,492 at 6%; with 100% employer match about $293,053 at 4% or $195,369 at 6%.
Schwarz & Harris, P.A. 401(K) Plan & Trust-4$445,585$93,777$23,444iApproximate average salary by contribution assumption: employee only about $586,106 at 4% or $390,738 at 6%; with 50% employer match about $390,738 at 4% or $260,492 at 6%; with 100% employer match about $293,053 at 4% or $195,369 at 6%.
201714$392,627$77,835$19,459iApproximate average salary by contribution assumption: employee only about $486,469 at 4% or $324,313 at 6%; with 50% employer match about $324,313 at 4% or $216,208 at 6%; with 100% employer match about $243,234 at 4% or $162,156 at 6%.
Schwarz & Harris, P.A. 401(K) Plan & Trust-4$392,627$77,835$19,459iApproximate average salary by contribution assumption: employee only about $486,469 at 4% or $324,313 at 6%; with 50% employer match about $324,313 at 4% or $216,208 at 6%; with 100% employer match about $243,234 at 4% or $162,156 at 6%.
201616$285,004$76,793$12,799iApproximate average salary by contribution assumption: employee only about $319,971 at 4% or $213,314 at 6%; with 50% employer match about $213,314 at 4% or $142,209 at 6%; with 100% employer match about $159,985 at 4% or $106,657 at 6%.
Schwarz & Harris, P.A. 401(K) Plan & Trust-6$285,004$76,793$12,799iApproximate average salary by contribution assumption: employee only about $319,971 at 4% or $213,314 at 6%; with 50% employer match about $213,314 at 4% or $142,209 at 6%; with 100% employer match about $159,985 at 4% or $106,657 at 6%.
201515$184,963$111,662$22,332iApproximate average salary by contribution assumption: employee only about $558,310 at 4% or $372,207 at 6%; with 50% employer match about $372,207 at 4% or $248,138 at 6%; with 100% employer match about $279,155 at 4% or $186,103 at 6%.
Schwarz & Harris, P.A. 401(K) Plan & Trust-5$184,963$111,662$22,332iApproximate average salary by contribution assumption: employee only about $558,310 at 4% or $372,207 at 6%; with 50% employer match about $372,207 at 4% or $248,138 at 6%; with 100% employer match about $279,155 at 4% or $186,103 at 6%.
201414$73,562$74,063$18,516iApproximate average salary by contribution assumption: employee only about $462,894 at 4% or $308,596 at 6%; with 50% employer match about $308,596 at 4% or $205,731 at 6%; with 100% employer match about $231,447 at 4% or $154,298 at 6%.
Schwarz & Harris, P.A. 401(K) Plan & Trust-4$73,562$74,063$18,516iApproximate average salary by contribution assumption: employee only about $462,894 at 4% or $308,596 at 6%; with 50% employer match about $308,596 at 4% or $205,731 at 6%; with 100% employer match about $231,447 at 4% or $154,298 at 6%.