SCHWARTZ AND ASSOCIATES
Plan context: Schwartz & Associates Profit Sharing Plan & Trust
EIN 68-0201903 • 4 filings • 2 plans
Current Snapshot
Latest Year
2003
2003 Participants
15
2003 Assets
$115,683
2003 Contributions
$37,076
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2003 | 1 | 15 | $0 | $0 | - |
| Schwartz & Associates Profit Sharing Plan & Trust | - | 15 | - | - | - |
| 2002 | 1 | 18 | $115,683 | $0 | - |
| Schwartz & Associates Profit Sharing Plan & Trust | - | 18 | $115,683 | - | - |
| 2001 | 1 | 11 | $0 | $0 | - |
| Schwartz & Associates Profit Sharing Plan & Trust | - | 11 | - | - | - |
| 1999 | 1 | 9 | $37,076 | $37,076 | $4,120iApproximate average salary by contribution assumption: employee only about $102,989 at 4% or $68,659 at 6%; with 50% employer match about $68,659 at 4% or $45,773 at 6%; with 100% employer match about $51,494 at 4% or $34,330 at 6%. |
| Schwartz & Associates Profit Sharing Plan & Trust | - | 9 | $37,076 | $37,076 | $4,120iApproximate average salary by contribution assumption: employee only about $102,989 at 4% or $68,659 at 6%; with 50% employer match about $68,659 at 4% or $45,773 at 6%; with 100% employer match about $51,494 at 4% or $34,330 at 6%. |