Civic Intelligence

Stephen M. Schwarcz, D.D.S. Inc.

Plan context: Stephen M. Schwarcz, D.D.S. Inc. 401K Profit Sharing Plan

EIN 68-0026426 • Alamo, CA • 32 filings • 5 plans

2464 Alamo Glen DrAlamo, CA 94507-2771
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$5,658,917

2019 Contributions

$180,074

Historical Graphs

Total Assets Over Time

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

$6,207,980$3,103,990$0199920112019YearValue
$5,658,917Latest year 2019

Participants Over Time

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

1890199920092019YearValue
2Latest year 2019

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
201912$5,658,917$0-
Stephen M. Schwarcz, D.D.S. Inc. 401K Profit Sharing Plan-2$5,658,917$0-
2018117$6,006,727$180,074$10,593iApproximate average salary by contribution assumption: employee only about $264,815 at 4% or $176,543 at 6%; with 50% employer match about $176,543 at 4% or $117,695 at 6%; with 100% employer match about $132,407 at 4% or $88,272 at 6%.
Stephen M. Schwarcz, D.D.S. Inc. 401K Profit Sharing Plan-17$6,006,727$180,074$10,593iApproximate average salary by contribution assumption: employee only about $264,815 at 4% or $176,543 at 6%; with 50% employer match about $176,543 at 4% or $117,695 at 6%; with 100% employer match about $132,407 at 4% or $88,272 at 6%.
2017118$6,207,980$204,467$11,359iApproximate average salary by contribution assumption: employee only about $283,982 at 4% or $189,321 at 6%; with 50% employer match about $189,321 at 4% or $126,214 at 6%; with 100% employer match about $141,991 at 4% or $94,661 at 6%.
Stephen M. Schwarcz, D.D.S. Inc. 401K Profit Sharing Plan-18$6,207,980$204,467$11,359iApproximate average salary by contribution assumption: employee only about $283,982 at 4% or $189,321 at 6%; with 50% employer match about $189,321 at 4% or $126,214 at 6%; with 100% employer match about $141,991 at 4% or $94,661 at 6%.
2016117$5,656,865$182,609$10,742iApproximate average salary by contribution assumption: employee only about $268,543 at 4% or $179,028 at 6%; with 50% employer match about $179,028 at 4% or $119,352 at 6%; with 100% employer match about $134,271 at 4% or $89,514 at 6%.
Stephen M. Schwarcz, D.D.S. Inc. 401K Profit Sharing Plan-17$5,656,865$182,609$10,742iApproximate average salary by contribution assumption: employee only about $268,543 at 4% or $179,028 at 6%; with 50% employer match about $179,028 at 4% or $119,352 at 6%; with 100% employer match about $134,271 at 4% or $89,514 at 6%.
2015111$5,088,641$174,374$15,852iApproximate average salary by contribution assumption: employee only about $396,305 at 4% or $264,203 at 6%; with 50% employer match about $264,203 at 4% or $176,135 at 6%; with 100% employer match about $198,152 at 4% or $132,102 at 6%.
Stephen M. Schwarcz, D.D.S. Inc. 401K Profit Sharing Plan-11$5,088,641$174,374$15,852iApproximate average salary by contribution assumption: employee only about $396,305 at 4% or $264,203 at 6%; with 50% employer match about $264,203 at 4% or $176,135 at 6%; with 100% employer match about $198,152 at 4% or $132,102 at 6%.
2014112$4,979,150$171,520$14,293iApproximate average salary by contribution assumption: employee only about $357,333 at 4% or $238,222 at 6%; with 50% employer match about $238,222 at 4% or $158,815 at 6%; with 100% employer match about $178,667 at 4% or $119,111 at 6%.
Stephen M. Schwarcz, D.D.S. Inc. 401K Profit Sharing Plan-12$4,979,150$171,520$14,293iApproximate average salary by contribution assumption: employee only about $357,333 at 4% or $238,222 at 6%; with 50% employer match about $238,222 at 4% or $158,815 at 6%; with 100% employer match about $178,667 at 4% or $119,111 at 6%.
2013114$4,784,970$137,390$9,814iApproximate average salary by contribution assumption: employee only about $245,339 at 4% or $163,560 at 6%; with 50% employer match about $163,560 at 4% or $109,040 at 6%; with 100% employer match about $122,670 at 4% or $81,780 at 6%.
Stephen M. Schwarcz, D.D.S. Inc. 401K Profit Sharing Plan-14$4,784,970$137,390$9,814iApproximate average salary by contribution assumption: employee only about $245,339 at 4% or $163,560 at 6%; with 50% employer match about $163,560 at 4% or $109,040 at 6%; with 100% employer match about $122,670 at 4% or $81,780 at 6%.
2012212$4,163,574$1,733,816$144,485iApproximate average salary by contribution assumption: employee only about $3,612,117 at 4% or $2,408,078 at 6%; with 50% employer match about $2,408,078 at 4% or $1,605,385 at 6%; with 100% employer match about $1,806,058 at 4% or $1,204,039 at 6%.
Stephen M. Schwarcz, D.D.S. Inc. 401K Profit Sharing Plan-12$4,163,574$1,733,816$144,485iApproximate average salary by contribution assumption: employee only about $3,612,117 at 4% or $2,408,078 at 6%; with 50% employer match about $2,408,078 at 4% or $1,605,385 at 6%; with 100% employer match about $1,806,058 at 4% or $1,204,039 at 6%.
STEPHEN M. SCHWARCZ D.D.S., INC. DEFINED BENEFIT PENSION PLAN-0$0$0-
2011212$3,665,931$157,948$13,162iApproximate average salary by contribution assumption: employee only about $329,058 at 4% or $219,372 at 6%; with 50% employer match about $219,372 at 4% or $146,248 at 6%; with 100% employer match about $164,529 at 4% or $109,686 at 6%.
Stephen M. Schwarcz, D.D.S. Inc. 401K Profit Sharing Plan-12$2,018,145$157,948$13,162iApproximate average salary by contribution assumption: employee only about $329,058 at 4% or $219,372 at 6%; with 50% employer match about $219,372 at 4% or $146,248 at 6%; with 100% employer match about $164,529 at 4% or $109,686 at 6%.
STEPHEN M. SCHWARCZ D.D.S., INC. DEFINED BENEFIT PENSION PLAN-12$1,647,786$0-
2010213$3,566,244$766,104$58,931iApproximate average salary by contribution assumption: employee only about $1,473,277 at 4% or $982,185 at 6%; with 50% employer match about $982,185 at 4% or $654,790 at 6%; with 100% employer match about $736,638 at 4% or $491,092 at 6%.
Stephen M. Schwarcz, D.D.S. Inc. 401K Profit Sharing Plan-13$1,868,794$766,104$58,931iApproximate average salary by contribution assumption: employee only about $1,473,277 at 4% or $982,185 at 6%; with 50% employer match about $982,185 at 4% or $654,790 at 6%; with 100% employer match about $736,638 at 4% or $491,092 at 6%.
STEPHEN M. SCHWARCZ D.D.S., INC. DEFINED BENEFIT PENSION PLAN-13$1,697,450$0-
2009210$2,442,451$376,401$37,640iApproximate average salary by contribution assumption: employee only about $941,003 at 4% or $627,335 at 6%; with 50% employer match about $627,335 at 4% or $418,223 at 6%; with 100% employer match about $470,501 at 4% or $313,668 at 6%.
STEPHEN M. SCHWARCZ D.D.S., INC. DEFINED BENEFIT PENSION PLAN-10$1,513,207$265,317$26,532iApproximate average salary by contribution assumption: employee only about $663,293 at 4% or $442,195 at 6%; with 50% employer match about $442,195 at 4% or $294,797 at 6%; with 100% employer match about $331,646 at 4% or $221,098 at 6%.
Stephen M. Schwarcz, D.D.S. Inc. 401K Profit Sharing Plan-10$929,244$111,084$11,108iApproximate average salary by contribution assumption: employee only about $277,710 at 4% or $185,140 at 6%; with 50% employer match about $185,140 at 4% or $123,427 at 6%; with 100% employer match about $138,855 at 4% or $92,570 at 6%.
200828$1,784,297$595,555$74,444iApproximate average salary by contribution assumption: employee only about $1,861,109 at 4% or $1,240,740 at 6%; with 50% employer match about $1,240,740 at 4% or $827,160 at 6%; with 100% employer match about $930,555 at 4% or $620,370 at 6%.
STEPHEN M. SCHWARCZ D.D.S., INC. DEFINED BENEFIT PENSION PLAN-8$1,109,380$490,304$61,288iApproximate average salary by contribution assumption: employee only about $1,532,200 at 4% or $1,021,467 at 6%; with 50% employer match about $1,021,467 at 4% or $680,978 at 6%; with 100% employer match about $766,100 at 4% or $510,733 at 6%.
Stephen M. Schwarcz, D.D.S. Inc. 401K Profit Sharing Plan-8$674,917$105,251$13,156iApproximate average salary by contribution assumption: employee only about $328,909 at 4% or $219,273 at 6%; with 50% employer match about $219,273 at 4% or $146,182 at 6%; with 100% employer match about $164,455 at 4% or $109,636 at 6%.
200727$0$0-
Stephen M. Schwarcz, D.D.S. Inc. 401K Profit Sharing Plan-7---
STEPHEN M. SCHWARCZ D.D.S., INC. DEFINED BENEFIT PENSION PLAN-7---
200628$1,641,565$273,195$34,149iApproximate average salary by contribution assumption: employee only about $853,734 at 4% or $569,156 at 6%; with 50% employer match about $569,156 at 4% or $379,438 at 6%; with 100% employer match about $426,867 at 4% or $284,578 at 6%.
Stephen M. Schwarcz, D.D.S. Inc. 401K Profit Sharing Plan-8$889,707$132,348$16,544iApproximate average salary by contribution assumption: employee only about $413,588 at 4% or $275,725 at 6%; with 50% employer match about $275,725 at 4% or $183,817 at 6%; with 100% employer match about $206,794 at 4% or $137,863 at 6%.
STEPHEN M. SCHWARCZ D.D.S., INC. DEFINED BENEFIT PENSION PLAN-8$751,858$140,847$17,606iApproximate average salary by contribution assumption: employee only about $440,147 at 4% or $293,431 at 6%; with 50% employer match about $293,431 at 4% or $195,621 at 6%; with 100% employer match about $220,073 at 4% or $146,716 at 6%.
2005210$1,214,937$236,059$23,606iApproximate average salary by contribution assumption: employee only about $590,148 at 4% or $393,432 at 6%; with 50% employer match about $393,432 at 4% or $262,288 at 6%; with 100% employer match about $295,074 at 4% or $196,716 at 6%.
Stephen M. Schwarcz, D.D.S. Inc. 401K Profit Sharing Plan-10$681,523$133,296$13,330iApproximate average salary by contribution assumption: employee only about $333,240 at 4% or $222,160 at 6%; with 50% employer match about $222,160 at 4% or $148,107 at 6%; with 100% employer match about $166,620 at 4% or $111,080 at 6%.
STEPHEN M. SCHWARCZ D.D.S., INC. DEFINED BENEFIT PENSION PLAN-10$533,414$102,763$10,276iApproximate average salary by contribution assumption: employee only about $256,907 at 4% or $171,272 at 6%; with 50% employer match about $171,272 at 4% or $114,181 at 6%; with 100% employer match about $128,454 at 4% or $85,636 at 6%.
200429$1,055,195$199,505$22,167iApproximate average salary by contribution assumption: employee only about $554,181 at 4% or $369,454 at 6%; with 50% employer match about $369,454 at 4% or $246,302 at 6%; with 100% employer match about $277,090 at 4% or $184,727 at 6%.
Stephen M. Schwarcz, D.D.S. Inc. 401K Profit Sharing Plan-9$645,766$94,263$10,474iApproximate average salary by contribution assumption: employee only about $261,842 at 4% or $174,561 at 6%; with 50% employer match about $174,561 at 4% or $116,374 at 6%; with 100% employer match about $130,921 at 4% or $87,281 at 6%.
STEPHEN M. SCHWARCZ, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-9$409,429$105,242$11,694iApproximate average salary by contribution assumption: employee only about $292,339 at 4% or $194,893 at 6%; with 50% employer match about $194,893 at 4% or $129,928 at 6%; with 100% employer match about $146,169 at 4% or $97,446 at 6%.
200329$762,256$209,470$23,274iApproximate average salary by contribution assumption: employee only about $581,861 at 4% or $387,907 at 6%; with 50% employer match about $387,907 at 4% or $258,605 at 6%; with 100% employer match about $290,931 at 4% or $193,954 at 6%.
Stephen M. Schwarcz, D.D.S. Inc. 401K Profit Sharing Plan-9$495,651$95,602$10,622iApproximate average salary by contribution assumption: employee only about $265,561 at 4% or $177,041 at 6%; with 50% employer match about $177,041 at 4% or $118,027 at 6%; with 100% employer match about $132,781 at 4% or $88,520 at 6%.
STEPHEN M. SCHWARCZ, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-9$266,605$113,868$12,652iApproximate average salary by contribution assumption: employee only about $316,300 at 4% or $210,867 at 6%; with 50% employer match about $210,867 at 4% or $140,578 at 6%; with 100% employer match about $158,150 at 4% or $105,433 at 6%.
200229$413,319$173,108$19,234iApproximate average salary by contribution assumption: employee only about $480,856 at 4% or $320,570 at 6%; with 50% employer match about $320,570 at 4% or $213,714 at 6%; with 100% employer match about $240,428 at 4% or $160,285 at 6%.
Stephen M. Schwarcz, D.D.S. Inc. 401K Profit Sharing Plan-9$301,612$61,401$6,822iApproximate average salary by contribution assumption: employee only about $170,558 at 4% or $113,706 at 6%; with 50% employer match about $113,706 at 4% or $75,804 at 6%; with 100% employer match about $85,279 at 4% or $56,853 at 6%.
STEPHEN M. SCHWARCZ, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-9$111,707$111,707$12,412iApproximate average salary by contribution assumption: employee only about $310,297 at 4% or $206,865 at 6%; with 50% employer match about $206,865 at 4% or $137,910 at 6%; with 100% employer match about $155,149 at 4% or $103,432 at 6%.
200115$0$0-
Stephen M. Schwarcz, D.D.S. Inc. 401K Profit Sharing Plan-5---
200018$0$0-
Stephen M. Schwarcz, D.D.S. Inc. 401K Profit Sharing Plan-8---
1999110$229,630$172,267$17,227iApproximate average salary by contribution assumption: employee only about $430,668 at 4% or $287,112 at 6%; with 50% employer match about $287,112 at 4% or $191,408 at 6%; with 100% employer match about $215,334 at 4% or $143,556 at 6%.
Stephen M. Schwarcz, D.D.S. Inc. 401K Profit Sharing Plan-10$229,630$172,267$17,227iApproximate average salary by contribution assumption: employee only about $430,668 at 4% or $287,112 at 6%; with 50% employer match about $287,112 at 4% or $191,408 at 6%; with 100% employer match about $215,334 at 4% or $143,556 at 6%.