Civic Intelligence

Richard L Schwartz

Plan context: Schwartz & Associates Cpas Profit Sharing Plan and Trust

EIN 71-0615006 • 7 filings • 2 plans

Current Snapshot

Latest Year

2006

2006 Participants

4

2006 Assets

$911,166

2006 Contributions

$65,089

Historical Graphs

Total Assets Over Time

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

$911,166$455,583$0200020032005YearValue
$911,166Latest year 2005

Participants Over Time

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

420200020032005YearValue
4Latest year 2005

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
200610$0$0-
Schwartz & Associates Cpas Profit Sharing Plan and Trust-0---
200514$911,166$65,089$16,272iApproximate average salary by contribution assumption: employee only about $406,806 at 4% or $271,204 at 6%; with 50% employer match about $271,204 at 4% or $180,803 at 6%; with 100% employer match about $203,403 at 4% or $135,602 at 6%.
Schwartz & Associates Cpas Profit Sharing Plan and Trust-4$911,166$65,089$16,272iApproximate average salary by contribution assumption: employee only about $406,806 at 4% or $271,204 at 6%; with 50% employer match about $271,204 at 4% or $180,803 at 6%; with 100% employer match about $203,403 at 4% or $135,602 at 6%.
200413$832,688$61,077$20,359iApproximate average salary by contribution assumption: employee only about $508,975 at 4% or $339,317 at 6%; with 50% employer match about $339,317 at 4% or $226,211 at 6%; with 100% employer match about $254,488 at 4% or $169,658 at 6%.
Schwartz & Associates Cpas Profit Sharing Plan and Trust-3$832,688$61,077$20,359iApproximate average salary by contribution assumption: employee only about $508,975 at 4% or $339,317 at 6%; with 50% employer match about $339,317 at 4% or $226,211 at 6%; with 100% employer match about $254,488 at 4% or $169,658 at 6%.
200313$646,279$55,611$18,537iApproximate average salary by contribution assumption: employee only about $463,425 at 4% or $308,950 at 6%; with 50% employer match about $308,950 at 4% or $205,967 at 6%; with 100% employer match about $231,713 at 4% or $154,475 at 6%.
Schwartz & Associates Cpas Profit Sharing Plan and Trust-3$646,279$55,611$18,537iApproximate average salary by contribution assumption: employee only about $463,425 at 4% or $308,950 at 6%; with 50% employer match about $308,950 at 4% or $205,967 at 6%; with 100% employer match about $231,713 at 4% or $154,475 at 6%.
200212$539,942$47,029$23,515iApproximate average salary by contribution assumption: employee only about $587,863 at 4% or $391,908 at 6%; with 50% employer match about $391,908 at 4% or $261,272 at 6%; with 100% employer match about $293,931 at 4% or $195,954 at 6%.
Schwartz & Associates Cpas Profit Sharing Plan and Trust-2$539,942$47,029$23,515iApproximate average salary by contribution assumption: employee only about $587,863 at 4% or $391,908 at 6%; with 50% employer match about $391,908 at 4% or $261,272 at 6%; with 100% employer match about $293,931 at 4% or $195,954 at 6%.
200113$507,569$29,967$9,989iApproximate average salary by contribution assumption: employee only about $249,725 at 4% or $166,483 at 6%; with 50% employer match about $166,483 at 4% or $110,989 at 6%; with 100% employer match about $124,863 at 4% or $83,242 at 6%.
Schwartz & Associates Cpas Profit Sharing Plan and Trust-3$507,569$29,967$9,989iApproximate average salary by contribution assumption: employee only about $249,725 at 4% or $166,483 at 6%; with 50% employer match about $166,483 at 4% or $110,989 at 6%; with 100% employer match about $124,863 at 4% or $83,242 at 6%.
200014$515,926$38,597$9,649iApproximate average salary by contribution assumption: employee only about $241,231 at 4% or $160,821 at 6%; with 50% employer match about $160,821 at 4% or $107,214 at 6%; with 100% employer match about $120,616 at 4% or $80,410 at 6%.
Schwartz & Associates Cpas Profit Sharing Plan and Trust-4$515,926$38,597$9,649iApproximate average salary by contribution assumption: employee only about $241,231 at 4% or $160,821 at 6%; with 50% employer match about $160,821 at 4% or $107,214 at 6%; with 100% employer match about $120,616 at 4% or $80,410 at 6%.