Civic Intelligence

I.L. Schwartz

Plan context: I.L. Schwartz 401K Profit Sharing Plan

EIN 68-0014340 • San Rafael, CA • 26 filings • 4 plans

70 Mitchell Blvd.Suite 105San Rafael, CA 94903
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$363,533

2024 Contributions

$1,528

Historical Graphs

Total Assets Over Time

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

$2,995,563$1,497,782$0199920122024YearValue
$363,533Latest year 2024

Participants Over Time

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

1790199920122024YearValue
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$363,533$0-
I.L. Schwartz 401K Profit Sharing Plan-6$363,533--
202312$1,055,758$1,528$764iApproximate average salary by contribution assumption: employee only about $19,100 at 4% or $12,733 at 6%; with 50% employer match about $12,733 at 4% or $8,489 at 6%; with 100% employer match about $9,550 at 4% or $6,367 at 6%.
I.L. Schwartz 401K Profit Sharing Plan-2$1,055,758$1,528$764iApproximate average salary by contribution assumption: employee only about $19,100 at 4% or $12,733 at 6%; with 50% employer match about $12,733 at 4% or $8,489 at 6%; with 100% employer match about $9,550 at 4% or $6,367 at 6%.
2022113$1,505,156$34,490$2,653iApproximate average salary by contribution assumption: employee only about $66,327 at 4% or $44,218 at 6%; with 50% employer match about $44,218 at 4% or $29,479 at 6%; with 100% employer match about $33,163 at 4% or $22,109 at 6%.
I.L. Schwartz 401K Profit Sharing Plan-13$1,505,156$34,490$2,653iApproximate average salary by contribution assumption: employee only about $66,327 at 4% or $44,218 at 6%; with 50% employer match about $44,218 at 4% or $29,479 at 6%; with 100% employer match about $33,163 at 4% or $22,109 at 6%.
2021115$2,995,563$102,255$6,817iApproximate average salary by contribution assumption: employee only about $170,425 at 4% or $113,617 at 6%; with 50% employer match about $113,617 at 4% or $75,744 at 6%; with 100% employer match about $85,213 at 4% or $56,808 at 6%.
I.L. Schwartz 401K Profit Sharing Plan-15$2,995,563$102,255$6,817iApproximate average salary by contribution assumption: employee only about $170,425 at 4% or $113,617 at 6%; with 50% employer match about $113,617 at 4% or $75,744 at 6%; with 100% employer match about $85,213 at 4% or $56,808 at 6%.
2020115$2,803,888$101,979$6,799iApproximate average salary by contribution assumption: employee only about $169,965 at 4% or $113,310 at 6%; with 50% employer match about $113,310 at 4% or $75,540 at 6%; with 100% employer match about $84,983 at 4% or $56,655 at 6%.
I.L. Schwartz 401K Profit Sharing Plan-15$2,803,888$101,979$6,799iApproximate average salary by contribution assumption: employee only about $169,965 at 4% or $113,310 at 6%; with 50% employer match about $113,310 at 4% or $75,540 at 6%; with 100% employer match about $84,983 at 4% or $56,655 at 6%.
2019113$2,516,422$118,216$9,094iApproximate average salary by contribution assumption: employee only about $227,338 at 4% or $151,559 at 6%; with 50% employer match about $151,559 at 4% or $101,039 at 6%; with 100% employer match about $113,669 at 4% or $75,779 at 6%.
I.L. Schwartz 401K Profit Sharing Plan-13$2,516,422$118,216$9,094iApproximate average salary by contribution assumption: employee only about $227,338 at 4% or $151,559 at 6%; with 50% employer match about $151,559 at 4% or $101,039 at 6%; with 100% employer match about $113,669 at 4% or $75,779 at 6%.
2018112$2,146,029$103,936$8,661iApproximate average salary by contribution assumption: employee only about $216,533 at 4% or $144,356 at 6%; with 50% employer match about $144,356 at 4% or $96,237 at 6%; with 100% employer match about $108,267 at 4% or $72,178 at 6%.
I.L. Schwartz 401K Profit Sharing Plan-12$2,146,029$103,936$8,661iApproximate average salary by contribution assumption: employee only about $216,533 at 4% or $144,356 at 6%; with 50% employer match about $144,356 at 4% or $96,237 at 6%; with 100% employer match about $108,267 at 4% or $72,178 at 6%.
2017111$2,206,820$110,626$10,057iApproximate average salary by contribution assumption: employee only about $251,423 at 4% or $167,615 at 6%; with 50% employer match about $167,615 at 4% or $111,743 at 6%; with 100% employer match about $125,711 at 4% or $83,808 at 6%.
I.L. Schwartz 401K Profit Sharing Plan-11$2,206,820$110,626$10,057iApproximate average salary by contribution assumption: employee only about $251,423 at 4% or $167,615 at 6%; with 50% employer match about $167,615 at 4% or $111,743 at 6%; with 100% employer match about $125,711 at 4% or $83,808 at 6%.
2016111$1,912,676$91,093$8,281iApproximate average salary by contribution assumption: employee only about $207,030 at 4% or $138,020 at 6%; with 50% employer match about $138,020 at 4% or $92,013 at 6%; with 100% employer match about $103,515 at 4% or $69,010 at 6%.
I.L. Schwartz 401K Profit Sharing Plan-11$1,912,676$91,093$8,281iApproximate average salary by contribution assumption: employee only about $207,030 at 4% or $138,020 at 6%; with 50% employer match about $138,020 at 4% or $92,013 at 6%; with 100% employer match about $103,515 at 4% or $69,010 at 6%.
2015111$1,746,788$76,299$6,936iApproximate average salary by contribution assumption: employee only about $173,407 at 4% or $115,605 at 6%; with 50% employer match about $115,605 at 4% or $77,070 at 6%; with 100% employer match about $86,703 at 4% or $57,802 at 6%.
I.L. Schwartz 401K Profit Sharing Plan-11$1,746,788$76,299$6,936iApproximate average salary by contribution assumption: employee only about $173,407 at 4% or $115,605 at 6%; with 50% employer match about $115,605 at 4% or $77,070 at 6%; with 100% employer match about $86,703 at 4% or $57,802 at 6%.
2014112$1,842,364$80,160$6,680iApproximate average salary by contribution assumption: employee only about $167,000 at 4% or $111,333 at 6%; with 50% employer match about $111,333 at 4% or $74,222 at 6%; with 100% employer match about $83,500 at 4% or $55,667 at 6%.
I.L. Schwartz 401K Profit Sharing Plan-12$1,842,364$80,160$6,680iApproximate average salary by contribution assumption: employee only about $167,000 at 4% or $111,333 at 6%; with 50% employer match about $111,333 at 4% or $74,222 at 6%; with 100% employer match about $83,500 at 4% or $55,667 at 6%.
2013111$1,725,053$142,386$12,944iApproximate average salary by contribution assumption: employee only about $323,605 at 4% or $215,736 at 6%; with 50% employer match about $215,736 at 4% or $143,824 at 6%; with 100% employer match about $161,802 at 4% or $107,868 at 6%.
I.L. Schwartz 401K Profit Sharing Plan-11$1,725,053$142,386$12,944iApproximate average salary by contribution assumption: employee only about $323,605 at 4% or $215,736 at 6%; with 50% employer match about $215,736 at 4% or $143,824 at 6%; with 100% employer match about $161,802 at 4% or $107,868 at 6%.
2012110$1,358,980$27,933$2,793iApproximate average salary by contribution assumption: employee only about $69,833 at 4% or $46,555 at 6%; with 50% employer match about $46,555 at 4% or $31,037 at 6%; with 100% employer match about $34,916 at 4% or $23,278 at 6%.
I.L. Schwartz 401K Profit Sharing Plan-10$1,358,980$27,933$2,793iApproximate average salary by contribution assumption: employee only about $69,833 at 4% or $46,555 at 6%; with 50% employer match about $46,555 at 4% or $31,037 at 6%; with 100% employer match about $34,916 at 4% or $23,278 at 6%.
2011110$1,228,452$23,264$2,326iApproximate average salary by contribution assumption: employee only about $58,160 at 4% or $38,773 at 6%; with 50% employer match about $38,773 at 4% or $25,849 at 6%; with 100% employer match about $29,080 at 4% or $19,387 at 6%.
I.L. Schwartz 401K Profit Sharing Plan-10$1,228,452$23,264$2,326iApproximate average salary by contribution assumption: employee only about $58,160 at 4% or $38,773 at 6%; with 50% employer match about $38,773 at 4% or $25,849 at 6%; with 100% employer match about $29,080 at 4% or $19,387 at 6%.
2010110$1,247,052$42,974$4,297iApproximate average salary by contribution assumption: employee only about $107,435 at 4% or $71,623 at 6%; with 50% employer match about $71,623 at 4% or $47,749 at 6%; with 100% employer match about $53,717 at 4% or $35,812 at 6%.
I.L. Schwartz 401K Profit Sharing Plan-10$1,247,052$42,974$4,297iApproximate average salary by contribution assumption: employee only about $107,435 at 4% or $71,623 at 6%; with 50% employer match about $71,623 at 4% or $47,749 at 6%; with 100% employer match about $53,717 at 4% or $35,812 at 6%.
2009111$1,125,091$83,529$7,594iApproximate average salary by contribution assumption: employee only about $189,839 at 4% or $126,559 at 6%; with 50% employer match about $126,559 at 4% or $84,373 at 6%; with 100% employer match about $94,919 at 4% or $63,280 at 6%.
I.L. Schwartz 401K Profit Sharing Plan-11$1,125,091$83,529$7,594iApproximate average salary by contribution assumption: employee only about $189,839 at 4% or $126,559 at 6%; with 50% employer match about $126,559 at 4% or $84,373 at 6%; with 100% employer match about $94,919 at 4% or $63,280 at 6%.
2008116$837,487$94,702$5,919iApproximate average salary by contribution assumption: employee only about $147,972 at 4% or $98,648 at 6%; with 50% employer match about $98,648 at 4% or $65,765 at 6%; with 100% employer match about $73,986 at 4% or $49,324 at 6%.
I.L. Schwartz 401K Profit Sharing Plan-16$837,487$94,702$5,919iApproximate average salary by contribution assumption: employee only about $147,972 at 4% or $98,648 at 6%; with 50% employer match about $98,648 at 4% or $65,765 at 6%; with 100% employer match about $73,986 at 4% or $49,324 at 6%.
2007117$1,182,903$84,994$5,000iApproximate average salary by contribution assumption: employee only about $124,991 at 4% or $83,327 at 6%; with 50% employer match about $83,327 at 4% or $55,552 at 6%; with 100% employer match about $62,496 at 4% or $41,664 at 6%.
I.L. Schwartz 401K Profit Sharing Plan-17$1,182,903$84,994$5,000iApproximate average salary by contribution assumption: employee only about $124,991 at 4% or $83,327 at 6%; with 50% employer match about $83,327 at 4% or $55,552 at 6%; with 100% employer match about $62,496 at 4% or $41,664 at 6%.
2006115$1,019,956$74,754$4,984iApproximate average salary by contribution assumption: employee only about $124,590 at 4% or $83,060 at 6%; with 50% employer match about $83,060 at 4% or $55,373 at 6%; with 100% employer match about $62,295 at 4% or $41,530 at 6%.
I.L. Schwartz 401K Profit Sharing Plan-15$1,019,956$74,754$4,984iApproximate average salary by contribution assumption: employee only about $124,590 at 4% or $83,060 at 6%; with 50% employer match about $83,060 at 4% or $55,373 at 6%; with 100% employer match about $62,295 at 4% or $41,530 at 6%.
2005112$843,650$72,781$6,065iApproximate average salary by contribution assumption: employee only about $151,627 at 4% or $101,085 at 6%; with 50% employer match about $101,085 at 4% or $67,390 at 6%; with 100% employer match about $75,814 at 4% or $50,542 at 6%.
I.L. Schwartz 401K Profit Sharing Plan-12$843,650$72,781$6,065iApproximate average salary by contribution assumption: employee only about $151,627 at 4% or $101,085 at 6%; with 50% employer match about $101,085 at 4% or $67,390 at 6%; with 100% employer match about $75,814 at 4% or $50,542 at 6%.
2004116$790,331$73,264$4,579iApproximate average salary by contribution assumption: employee only about $114,475 at 4% or $76,317 at 6%; with 50% employer match about $76,317 at 4% or $50,878 at 6%; with 100% employer match about $57,238 at 4% or $38,158 at 6%.
I.L. Schwartz 401K Profit Sharing Plan-16$790,331$73,264$4,579iApproximate average salary by contribution assumption: employee only about $114,475 at 4% or $76,317 at 6%; with 50% employer match about $76,317 at 4% or $50,878 at 6%; with 100% employer match about $57,238 at 4% or $38,158 at 6%.
2003112$641,502$70,008$5,834iApproximate average salary by contribution assumption: employee only about $145,850 at 4% or $97,233 at 6%; with 50% employer match about $97,233 at 4% or $64,822 at 6%; with 100% employer match about $72,925 at 4% or $48,617 at 6%.
I.L. Schwartz 401K Profit Sharing Plan-12$641,502$70,008$5,834iApproximate average salary by contribution assumption: employee only about $145,850 at 4% or $97,233 at 6%; with 50% employer match about $97,233 at 4% or $64,822 at 6%; with 100% employer match about $72,925 at 4% or $48,617 at 6%.
2002113$465,449$85,717$6,594iApproximate average salary by contribution assumption: employee only about $164,840 at 4% or $109,894 at 6%; with 50% employer match about $109,894 at 4% or $73,262 at 6%; with 100% employer match about $82,420 at 4% or $54,947 at 6%.
I.L. Schwartz 401K Profit Sharing Plan-13$465,449$85,717$6,594iApproximate average salary by contribution assumption: employee only about $164,840 at 4% or $109,894 at 6%; with 50% employer match about $109,894 at 4% or $73,262 at 6%; with 100% employer match about $82,420 at 4% or $54,947 at 6%.
2001111$0$0-
I.L. Schwartz 401K Profit Sharing Plan-11---
2000111$495,996$68,901$6,264iApproximate average salary by contribution assumption: employee only about $156,593 at 4% or $104,395 at 6%; with 50% employer match about $104,395 at 4% or $69,597 at 6%; with 100% employer match about $78,297 at 4% or $52,198 at 6%.
I.L. Schwartz 401K Profit Sharing Plan-11$495,996$68,901$6,264iApproximate average salary by contribution assumption: employee only about $156,593 at 4% or $104,395 at 6%; with 50% employer match about $104,395 at 4% or $69,597 at 6%; with 100% employer match about $78,297 at 4% or $52,198 at 6%.
1999110$506,239$47,698$4,770iApproximate average salary by contribution assumption: employee only about $119,245 at 4% or $79,497 at 6%; with 50% employer match about $79,497 at 4% or $52,998 at 6%; with 100% employer match about $59,623 at 4% or $39,748 at 6%.
I.L. Schwartz 401K Profit Sharing Plan-10$506,239$47,698$4,770iApproximate average salary by contribution assumption: employee only about $119,245 at 4% or $79,497 at 6%; with 50% employer match about $79,497 at 4% or $52,998 at 6%; with 100% employer match about $59,623 at 4% or $39,748 at 6%.