Civic Intelligence

Kurt P. Schwartz, D.M.D.

Plan context: Kurt P. Schwartz, D.M.D. Profit Sharing 401K Plan

EIN 68-0345339 • Martinez, CA • 23 filings • 1 plans

3801 Alhambra Ave.Martinez, CA 94553-3805
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,431,135

2024 Contributions

$84,904

Historical Graphs

Total Assets Over Time

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

$3,431,135$1,715,568$0200320142024YearValue
$3,431,135Latest year 2024

Participants Over Time

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

950200220132024YearValue
9Latest 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
202419$3,431,135$84,904$9,434iApproximate average salary by contribution assumption: employee only about $235,844 at 4% or $157,230 at 6%; with 50% employer match about $157,230 at 4% or $104,820 at 6%; with 100% employer match about $117,922 at 4% or $78,615 at 6%.
Kurt P. Schwartz, D.M.D. Profit Sharing 401K Plan-9$3,431,135$84,904$9,434iApproximate average salary by contribution assumption: employee only about $235,844 at 4% or $157,230 at 6%; with 50% employer match about $157,230 at 4% or $104,820 at 6%; with 100% employer match about $117,922 at 4% or $78,615 at 6%.
202319$3,099,385$90,466$10,052iApproximate average salary by contribution assumption: employee only about $251,294 at 4% or $167,530 at 6%; with 50% employer match about $167,530 at 4% or $111,686 at 6%; with 100% employer match about $125,647 at 4% or $83,765 at 6%.
Kurt P. Schwartz, D.M.D. Profit Sharing 401K Plan-9$3,099,385$90,466$10,052iApproximate average salary by contribution assumption: employee only about $251,294 at 4% or $167,530 at 6%; with 50% employer match about $167,530 at 4% or $111,686 at 6%; with 100% employer match about $125,647 at 4% or $83,765 at 6%.
202219$2,828,109$78,932$8,770iApproximate average salary by contribution assumption: employee only about $219,256 at 4% or $146,170 at 6%; with 50% employer match about $146,170 at 4% or $97,447 at 6%; with 100% employer match about $109,628 at 4% or $73,085 at 6%.
Kurt P. Schwartz, D.M.D. Profit Sharing 401K Plan-9$2,828,109$78,932$8,770iApproximate average salary by contribution assumption: employee only about $219,256 at 4% or $146,170 at 6%; with 50% employer match about $146,170 at 4% or $97,447 at 6%; with 100% employer match about $109,628 at 4% or $73,085 at 6%.
202119$3,026,940$76,644$8,516iApproximate average salary by contribution assumption: employee only about $212,900 at 4% or $141,933 at 6%; with 50% employer match about $141,933 at 4% or $94,622 at 6%; with 100% employer match about $106,450 at 4% or $70,967 at 6%.
Kurt P. Schwartz, D.M.D. Profit Sharing 401K Plan-9$3,026,940$76,644$8,516iApproximate average salary by contribution assumption: employee only about $212,900 at 4% or $141,933 at 6%; with 50% employer match about $141,933 at 4% or $94,622 at 6%; with 100% employer match about $106,450 at 4% or $70,967 at 6%.
202019$2,483,067$70,912$7,879iApproximate average salary by contribution assumption: employee only about $196,978 at 4% or $131,319 at 6%; with 50% employer match about $131,319 at 4% or $87,546 at 6%; with 100% employer match about $98,489 at 4% or $65,659 at 6%.
Kurt P. Schwartz, D.M.D. Profit Sharing 401K Plan-9$2,483,067$70,912$7,879iApproximate average salary by contribution assumption: employee only about $196,978 at 4% or $131,319 at 6%; with 50% employer match about $131,319 at 4% or $87,546 at 6%; with 100% employer match about $98,489 at 4% or $65,659 at 6%.
201918$2,318,729$67,688$8,461iApproximate average salary by contribution assumption: employee only about $211,525 at 4% or $141,017 at 6%; with 50% employer match about $141,017 at 4% or $94,011 at 6%; with 100% employer match about $105,763 at 4% or $70,508 at 6%.
Kurt P. Schwartz, D.M.D. Profit Sharing 401K Plan-8$2,318,729$67,688$8,461iApproximate average salary by contribution assumption: employee only about $211,525 at 4% or $141,017 at 6%; with 50% employer match about $141,017 at 4% or $94,011 at 6%; with 100% employer match about $105,763 at 4% or $70,508 at 6%.
201817$1,962,930$68,207$9,744iApproximate average salary by contribution assumption: employee only about $243,596 at 4% or $162,398 at 6%; with 50% employer match about $162,398 at 4% or $108,265 at 6%; with 100% employer match about $121,798 at 4% or $81,199 at 6%.
Kurt P. Schwartz, D.M.D. Profit Sharing 401K Plan-7$1,962,930$68,207$9,744iApproximate average salary by contribution assumption: employee only about $243,596 at 4% or $162,398 at 6%; with 50% employer match about $162,398 at 4% or $108,265 at 6%; with 100% employer match about $121,798 at 4% or $81,199 at 6%.
201718$2,124,976$65,921$8,240iApproximate average salary by contribution assumption: employee only about $206,003 at 4% or $137,335 at 6%; with 50% employer match about $137,335 at 4% or $91,557 at 6%; with 100% employer match about $103,002 at 4% or $68,668 at 6%.
Kurt P. Schwartz, D.M.D. Profit Sharing 401K Plan-8$2,124,976$65,921$8,240iApproximate average salary by contribution assumption: employee only about $206,003 at 4% or $137,335 at 6%; with 50% employer match about $137,335 at 4% or $91,557 at 6%; with 100% employer match about $103,002 at 4% or $68,668 at 6%.
201618$1,984,701$61,056$7,632iApproximate average salary by contribution assumption: employee only about $190,800 at 4% or $127,200 at 6%; with 50% employer match about $127,200 at 4% or $84,800 at 6%; with 100% employer match about $95,400 at 4% or $63,600 at 6%.
Kurt P. Schwartz, D.M.D. Profit Sharing 401K Plan-8$1,984,701$61,056$7,632iApproximate average salary by contribution assumption: employee only about $190,800 at 4% or $127,200 at 6%; with 50% employer match about $127,200 at 4% or $84,800 at 6%; with 100% employer match about $95,400 at 4% or $63,600 at 6%.
201518$1,709,225$116,141$14,518iApproximate average salary by contribution assumption: employee only about $362,941 at 4% or $241,960 at 6%; with 50% employer match about $241,960 at 4% or $161,307 at 6%; with 100% employer match about $181,470 at 4% or $120,980 at 6%.
Kurt P. Schwartz, D.M.D. Profit Sharing 401K Plan-8$1,709,225$116,141$14,518iApproximate average salary by contribution assumption: employee only about $362,941 at 4% or $241,960 at 6%; with 50% employer match about $241,960 at 4% or $161,307 at 6%; with 100% employer match about $181,470 at 4% or $120,980 at 6%.
201418$1,640,156$118,102$14,763iApproximate average salary by contribution assumption: employee only about $369,069 at 4% or $246,046 at 6%; with 50% employer match about $246,046 at 4% or $164,031 at 6%; with 100% employer match about $184,534 at 4% or $123,023 at 6%.
Kurt P. Schwartz, D.M.D. Profit Sharing 401K Plan-8$1,640,156$118,102$14,763iApproximate average salary by contribution assumption: employee only about $369,069 at 4% or $246,046 at 6%; with 50% employer match about $246,046 at 4% or $164,031 at 6%; with 100% employer match about $184,534 at 4% or $123,023 at 6%.
201318$1,492,755$34,056$4,257iApproximate average salary by contribution assumption: employee only about $106,425 at 4% or $70,950 at 6%; with 50% employer match about $70,950 at 4% or $47,300 at 6%; with 100% employer match about $53,213 at 4% or $35,475 at 6%.
Kurt P. Schwartz, D.M.D. Profit Sharing 401K Plan-8$1,492,755$34,056$4,257iApproximate average salary by contribution assumption: employee only about $106,425 at 4% or $70,950 at 6%; with 50% employer match about $70,950 at 4% or $47,300 at 6%; with 100% employer match about $53,213 at 4% or $35,475 at 6%.
201218$1,192,272$105,234$13,154iApproximate average salary by contribution assumption: employee only about $328,856 at 4% or $219,238 at 6%; with 50% employer match about $219,238 at 4% or $146,158 at 6%; with 100% employer match about $164,428 at 4% or $109,619 at 6%.
Kurt P. Schwartz, D.M.D. Profit Sharing 401K Plan-8$1,192,272$105,234$13,154iApproximate average salary by contribution assumption: employee only about $328,856 at 4% or $219,238 at 6%; with 50% employer match about $219,238 at 4% or $146,158 at 6%; with 100% employer match about $164,428 at 4% or $109,619 at 6%.
201118$959,198$101,535$12,692iApproximate average salary by contribution assumption: employee only about $317,297 at 4% or $211,531 at 6%; with 50% employer match about $211,531 at 4% or $141,021 at 6%; with 100% employer match about $158,648 at 4% or $105,766 at 6%.
Kurt P. Schwartz, D.M.D. Profit Sharing 401K Plan-8$959,198$101,535$12,692iApproximate average salary by contribution assumption: employee only about $317,297 at 4% or $211,531 at 6%; with 50% employer match about $211,531 at 4% or $141,021 at 6%; with 100% employer match about $158,648 at 4% or $105,766 at 6%.
201018$903,278$102,028$12,754iApproximate average salary by contribution assumption: employee only about $318,838 at 4% or $212,558 at 6%; with 50% employer match about $212,558 at 4% or $141,706 at 6%; with 100% employer match about $159,419 at 4% or $106,279 at 6%.
Kurt P. Schwartz, D.M.D. Profit Sharing 401K Plan-8$903,278$102,028$12,754iApproximate average salary by contribution assumption: employee only about $318,838 at 4% or $212,558 at 6%; with 50% employer match about $212,558 at 4% or $141,706 at 6%; with 100% employer match about $159,419 at 4% or $106,279 at 6%.
200916$701,147$88,046$14,674iApproximate average salary by contribution assumption: employee only about $366,858 at 4% or $244,572 at 6%; with 50% employer match about $244,572 at 4% or $163,048 at 6%; with 100% employer match about $183,429 at 4% or $122,286 at 6%.
Kurt P. Schwartz, D.M.D. Profit Sharing 401K Plan-6$701,147$88,046$14,674iApproximate average salary by contribution assumption: employee only about $366,858 at 4% or $244,572 at 6%; with 50% employer match about $244,572 at 4% or $163,048 at 6%; with 100% employer match about $183,429 at 4% or $122,286 at 6%.
200816$509,407$81,284$13,547iApproximate average salary by contribution assumption: employee only about $338,683 at 4% or $225,789 at 6%; with 50% employer match about $225,789 at 4% or $150,526 at 6%; with 100% employer match about $169,342 at 4% or $112,894 at 6%.
Kurt P. Schwartz, D.M.D. Profit Sharing 401K Plan-6$509,407$81,284$13,547iApproximate average salary by contribution assumption: employee only about $338,683 at 4% or $225,789 at 6%; with 50% employer match about $225,789 at 4% or $150,526 at 6%; with 100% employer match about $169,342 at 4% or $112,894 at 6%.
200715$592,717$74,470$14,894iApproximate average salary by contribution assumption: employee only about $372,350 at 4% or $248,233 at 6%; with 50% employer match about $248,233 at 4% or $165,489 at 6%; with 100% employer match about $186,175 at 4% or $124,117 at 6%.
Kurt P. Schwartz, D.M.D. Profit Sharing 401K Plan-5$592,717$74,470$14,894iApproximate average salary by contribution assumption: employee only about $372,350 at 4% or $248,233 at 6%; with 50% employer match about $248,233 at 4% or $165,489 at 6%; with 100% employer match about $186,175 at 4% or $124,117 at 6%.
200614$512,775$71,425$17,856iApproximate average salary by contribution assumption: employee only about $446,406 at 4% or $297,604 at 6%; with 50% employer match about $297,604 at 4% or $198,403 at 6%; with 100% employer match about $223,203 at 4% or $148,802 at 6%.
Kurt P. Schwartz, D.M.D. Profit Sharing 401K Plan-4$512,775$71,425$17,856iApproximate average salary by contribution assumption: employee only about $446,406 at 4% or $297,604 at 6%; with 50% employer match about $297,604 at 4% or $198,403 at 6%; with 100% employer match about $223,203 at 4% or $148,802 at 6%.
200514$389,077$185,181$46,295iApproximate average salary by contribution assumption: employee only about $1,157,381 at 4% or $771,588 at 6%; with 50% employer match about $771,588 at 4% or $514,392 at 6%; with 100% employer match about $578,691 at 4% or $385,794 at 6%.
Kurt P. Schwartz, D.M.D. Profit Sharing 401K Plan-4$389,077$185,181$46,295iApproximate average salary by contribution assumption: employee only about $1,157,381 at 4% or $771,588 at 6%; with 50% employer match about $771,588 at 4% or $514,392 at 6%; with 100% employer match about $578,691 at 4% or $385,794 at 6%.
200414$190,796$67,493$16,873iApproximate average salary by contribution assumption: employee only about $421,831 at 4% or $281,221 at 6%; with 50% employer match about $281,221 at 4% or $187,481 at 6%; with 100% employer match about $210,916 at 4% or $140,610 at 6%.
Kurt P. Schwartz, D.M.D. Profit Sharing 401K Plan-4$190,796$67,493$16,873iApproximate average salary by contribution assumption: employee only about $421,831 at 4% or $281,221 at 6%; with 50% employer match about $281,221 at 4% or $187,481 at 6%; with 100% employer match about $210,916 at 4% or $140,610 at 6%.
200314$110,905$68,207$17,052iApproximate average salary by contribution assumption: employee only about $426,294 at 4% or $284,196 at 6%; with 50% employer match about $284,196 at 4% or $189,464 at 6%; with 100% employer match about $213,147 at 4% or $142,098 at 6%.
Kurt P. Schwartz, D.M.D. Profit Sharing 401K Plan-4$110,905$68,207$17,052iApproximate average salary by contribution assumption: employee only about $426,294 at 4% or $284,196 at 6%; with 50% employer match about $284,196 at 4% or $189,464 at 6%; with 100% employer match about $213,147 at 4% or $142,098 at 6%.
200214$0$0-
Kurt P. Schwartz, D.M.D. Profit Sharing 401K Plan-4---