Civic Intelligence

Marc Schwartz MD Inc.

Plan context: Marc Schwartz MD Inc. Retirement Plan

EIN 68-0063147 • Greenbrae, CA • 9 filings • 4 plans

350 Bon Air RoadSuite 210Greenbrae, CA 94904
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$6,891,947

2024 Contributions

$42,350

Historical Graphs

Total Assets Over Time

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

$6,891,947$3,445,974$0201620202024YearValue
$6,891,947Latest year 2024

Participants Over Time

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

420201620202024YearValue
4Latest 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
202414$6,891,947$42,350$10,588iApproximate average salary by contribution assumption: employee only about $264,688 at 4% or $176,458 at 6%; with 50% employer match about $176,458 at 4% or $117,639 at 6%; with 100% employer match about $132,344 at 4% or $88,229 at 6%.
Marc Schwartz MD Inc. Retirement Plan-4$6,891,947$42,350$10,588iApproximate average salary by contribution assumption: employee only about $264,688 at 4% or $176,458 at 6%; with 50% employer match about $176,458 at 4% or $117,639 at 6%; with 100% employer match about $132,344 at 4% or $88,229 at 6%.
202314$6,156,441$41,070$10,268iApproximate average salary by contribution assumption: employee only about $256,688 at 4% or $171,125 at 6%; with 50% employer match about $171,125 at 4% or $114,083 at 6%; with 100% employer match about $128,344 at 4% or $85,563 at 6%.
Marc Schwartz MD Inc. Retirement Plan-4$6,156,441$41,070$10,268iApproximate average salary by contribution assumption: employee only about $256,688 at 4% or $171,125 at 6%; with 50% employer match about $171,125 at 4% or $114,083 at 6%; with 100% employer match about $128,344 at 4% or $85,563 at 6%.
202214$5,455,249$105,812$26,453iApproximate average salary by contribution assumption: employee only about $661,325 at 4% or $440,883 at 6%; with 50% employer match about $440,883 at 4% or $293,922 at 6%; with 100% employer match about $330,663 at 4% or $220,442 at 6%.
Marc Schwartz MD Inc. Retirement Plan-4$5,455,249$105,812$26,453iApproximate average salary by contribution assumption: employee only about $661,325 at 4% or $440,883 at 6%; with 50% employer match about $440,883 at 4% or $293,922 at 6%; with 100% employer match about $330,663 at 4% or $220,442 at 6%.
202114$6,551,826$97,422$24,356iApproximate average salary by contribution assumption: employee only about $608,888 at 4% or $405,925 at 6%; with 50% employer match about $405,925 at 4% or $270,617 at 6%; with 100% employer match about $304,444 at 4% or $202,963 at 6%.
Marc Schwartz MD Inc. Retirement Plan-4$6,551,826$97,422$24,356iApproximate average salary by contribution assumption: employee only about $608,888 at 4% or $405,925 at 6%; with 50% employer match about $405,925 at 4% or $270,617 at 6%; with 100% employer match about $304,444 at 4% or $202,963 at 6%.
202014$5,400,113$120,500$30,125iApproximate average salary by contribution assumption: employee only about $753,125 at 4% or $502,083 at 6%; with 50% employer match about $502,083 at 4% or $334,722 at 6%; with 100% employer match about $376,563 at 4% or $251,042 at 6%.
Marc Schwartz MD Inc. Retirement Plan-4$5,400,113$120,500$30,125iApproximate average salary by contribution assumption: employee only about $753,125 at 4% or $502,083 at 6%; with 50% employer match about $502,083 at 4% or $334,722 at 6%; with 100% employer match about $376,563 at 4% or $251,042 at 6%.
201913$4,701,247$101,850$33,950iApproximate average salary by contribution assumption: employee only about $848,750 at 4% or $565,833 at 6%; with 50% employer match about $565,833 at 4% or $377,222 at 6%; with 100% employer match about $424,375 at 4% or $282,917 at 6%.
Marc Schwartz MD Inc. Retirement Plan-3$4,701,247$101,850$33,950iApproximate average salary by contribution assumption: employee only about $848,750 at 4% or $565,833 at 6%; with 50% employer match about $565,833 at 4% or $377,222 at 6%; with 100% employer match about $424,375 at 4% or $282,917 at 6%.
201814$3,688,316$111,005$27,751iApproximate average salary by contribution assumption: employee only about $693,781 at 4% or $462,521 at 6%; with 50% employer match about $462,521 at 4% or $308,347 at 6%; with 100% employer match about $346,891 at 4% or $231,260 at 6%.
Marc Schwartz MD Inc. Retirement Plan-4$3,688,316$111,005$27,751iApproximate average salary by contribution assumption: employee only about $693,781 at 4% or $462,521 at 6%; with 50% employer match about $462,521 at 4% or $308,347 at 6%; with 100% employer match about $346,891 at 4% or $231,260 at 6%.
201714$3,770,865$115,493$28,873iApproximate average salary by contribution assumption: employee only about $721,831 at 4% or $481,221 at 6%; with 50% employer match about $481,221 at 4% or $320,814 at 6%; with 100% employer match about $360,916 at 4% or $240,610 at 6%.
Marc Schwartz MD Inc. Retirement Plan-4$3,770,865$115,493$28,873iApproximate average salary by contribution assumption: employee only about $721,831 at 4% or $481,221 at 6%; with 50% employer match about $481,221 at 4% or $320,814 at 6%; with 100% employer match about $360,916 at 4% or $240,610 at 6%.
201614$3,031,215$108,823$27,206iApproximate average salary by contribution assumption: employee only about $680,144 at 4% or $453,429 at 6%; with 50% employer match about $453,429 at 4% or $302,286 at 6%; with 100% employer match about $340,072 at 4% or $226,715 at 6%.
Marc Schwartz MD Inc. Retirement Plan-4$3,031,215$108,823$27,206iApproximate average salary by contribution assumption: employee only about $680,144 at 4% or $453,429 at 6%; with 50% employer match about $453,429 at 4% or $302,286 at 6%; with 100% employer match about $340,072 at 4% or $226,715 at 6%.