Civic Intelligence

David L. Schwartz, D.M.D. Inc.

Plan context: David L Schwartz DMD Inc 401 (K) Profit Sharing Plan & Trust

EIN 73-1467770 • Oklahoma City, OK • 21 filings • 9 plans

11317 S. Western AveSte 100 BOklahoma City, OK 73170
Current Snapshot

Latest Year

2013

2013 Participants

5

2013 Assets

$941,179

2013 Contributions

$539,308

Historical Graphs

Total Assets Over Time

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

$1,389,295$694,648$0199920052011YearValue
$941,179Latest year 2011

Participants Over Time

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

630199920052011YearValue
5Latest year 2011

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
201310$0$0-
David L. Schwartz, D.M.D. Inc. Profit Sharing Plan-0$0--
201210$0$0-
David L. Schwartz, D.M.D. Inc. Profit Sharing Plan-0$0$0-
201125$941,179$539,308$107,862iApproximate average salary by contribution assumption: employee only about $2,696,540 at 4% or $1,797,693 at 6%; with 50% employer match about $1,797,693 at 4% or $1,198,462 at 6%; with 100% employer match about $1,348,270 at 4% or $898,847 at 6%.
David L Schwartz DMD Inc 401 (K) Profit Sharing Plan & Trust-5$941,179$539,308$107,862iApproximate average salary by contribution assumption: employee only about $2,696,540 at 4% or $1,797,693 at 6%; with 50% employer match about $1,797,693 at 4% or $1,198,462 at 6%; with 100% employer match about $1,348,270 at 4% or $898,847 at 6%.
David L Schwartz DMD Inc 401 (K) Profit Sharing Plan & Trust-0$0$0-
201025$1,018,822$68,030$13,606iApproximate average salary by contribution assumption: employee only about $340,150 at 4% or $226,767 at 6%; with 50% employer match about $226,767 at 4% or $151,178 at 6%; with 100% employer match about $170,075 at 4% or $113,383 at 6%.
David L Schwartz DMD Inc 401 (K) Profit Sharing Plan & Trust-5$602,527$68,030$13,606iApproximate average salary by contribution assumption: employee only about $340,150 at 4% or $226,767 at 6%; with 50% employer match about $226,767 at 4% or $151,178 at 6%; with 100% employer match about $170,075 at 4% or $113,383 at 6%.
David L Schwartz DMD Inc 401 (K) Profit Sharing Plan & Trust-3$416,295$0-
200935$1,389,295$140,625$28,125iApproximate average salary by contribution assumption: employee only about $703,125 at 4% or $468,750 at 6%; with 50% employer match about $468,750 at 4% or $312,500 at 6%; with 100% employer match about $351,563 at 4% or $234,375 at 6%.
David L Schwartz DMD Inc 401 (K) Profit Sharing Plan & Trust-4$536,704$26,825$6,706iApproximate average salary by contribution assumption: employee only about $167,656 at 4% or $111,771 at 6%; with 50% employer match about $111,771 at 4% or $74,514 at 6%; with 100% employer match about $83,828 at 4% or $55,885 at 6%.
David L Schwartz DMD Inc 401 (K) Profit Sharing Plan & Trust-5$471,102$112,000$22,400iApproximate average salary by contribution assumption: employee only about $560,000 at 4% or $373,333 at 6%; with 50% employer match about $373,333 at 4% or $248,889 at 6%; with 100% employer match about $280,000 at 4% or $186,667 at 6%.
David L Schwartz DMD Inc 401 (K) Profit Sharing Plan & Trust-4$381,489$1,800$450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%.
200824$360,439$15,500$3,875iApproximate average salary by contribution assumption: employee only about $96,875 at 4% or $64,583 at 6%; with 50% employer match about $64,583 at 4% or $43,056 at 6%; with 100% employer match about $48,438 at 4% or $32,292 at 6%.
David L Schwartz DMD Inc 401 (K) Profit Sharing Plan & Trust-4$360,439$15,500$3,875iApproximate average salary by contribution assumption: employee only about $96,875 at 4% or $64,583 at 6%; with 50% employer match about $64,583 at 4% or $43,056 at 6%; with 100% employer match about $48,438 at 4% or $32,292 at 6%.
David L Schwartz DMD Inc 401 (K) Profit Sharing Plan & Trust-4---
200714$0$0-
David L Schwartz DMD Inc 401 (K) Profit Sharing Plan & Trust-4---
200625$611,661$212,287$42,457iApproximate average salary by contribution assumption: employee only about $1,061,435 at 4% or $707,623 at 6%; with 50% employer match about $707,623 at 4% or $471,749 at 6%; with 100% employer match about $530,718 at 4% or $353,812 at 6%.
David L Schwartz DMD Inc 401 (K) Profit Sharing Plan & Trust-5$461,187$61,813$12,363iApproximate average salary by contribution assumption: employee only about $309,065 at 4% or $206,043 at 6%; with 50% employer match about $206,043 at 4% or $137,362 at 6%; with 100% employer match about $154,533 at 4% or $103,022 at 6%.
David L Schwartz DMD Inc 401 (K) Profit Sharing Plan & Trust-5$150,474$150,474$30,095iApproximate average salary by contribution assumption: employee only about $752,370 at 4% or $501,580 at 6%; with 50% employer match about $501,580 at 4% or $334,387 at 6%; with 100% employer match about $376,185 at 4% or $250,790 at 6%.
200516$363,678$63,218$10,536iApproximate average salary by contribution assumption: employee only about $263,408 at 4% or $175,606 at 6%; with 50% employer match about $175,606 at 4% or $117,070 at 6%; with 100% employer match about $131,704 at 4% or $87,803 at 6%.
David L Schwartz DMD Inc 401 (K) Profit Sharing Plan & Trust-6$363,678$63,218$10,536iApproximate average salary by contribution assumption: employee only about $263,408 at 4% or $175,606 at 6%; with 50% employer match about $175,606 at 4% or $117,070 at 6%; with 100% employer match about $131,704 at 4% or $87,803 at 6%.
200416$281,216$60,751$10,125iApproximate average salary by contribution assumption: employee only about $253,129 at 4% or $168,753 at 6%; with 50% employer match about $168,753 at 4% or $112,502 at 6%; with 100% employer match about $126,565 at 4% or $84,376 at 6%.
David L Schwartz DMD Inc 401 (K) Profit Sharing Plan & Trust-6$281,216$60,751$10,125iApproximate average salary by contribution assumption: employee only about $253,129 at 4% or $168,753 at 6%; with 50% employer match about $168,753 at 4% or $112,502 at 6%; with 100% employer match about $126,565 at 4% or $84,376 at 6%.
200316$202,471$58,731$9,789iApproximate average salary by contribution assumption: employee only about $244,713 at 4% or $163,142 at 6%; with 50% employer match about $163,142 at 4% or $108,761 at 6%; with 100% employer match about $122,356 at 4% or $81,571 at 6%.
David L Schwartz DMD Inc 401 (K) Profit Sharing Plan & Trust-6$202,471$58,731$9,789iApproximate average salary by contribution assumption: employee only about $244,713 at 4% or $163,142 at 6%; with 50% employer match about $163,142 at 4% or $108,761 at 6%; with 100% employer match about $122,356 at 4% or $81,571 at 6%.
200214$123,678$22,838$5,710iApproximate average salary by contribution assumption: employee only about $142,738 at 4% or $95,158 at 6%; with 50% employer match about $95,158 at 4% or $63,439 at 6%; with 100% employer match about $71,369 at 4% or $47,579 at 6%.
David L. Schwartz, D.M.D. Inc. Profit Sharing Plan-4$123,678$22,838$5,710iApproximate average salary by contribution assumption: employee only about $142,738 at 4% or $95,158 at 6%; with 50% employer match about $95,158 at 4% or $63,439 at 6%; with 100% employer match about $71,369 at 4% or $47,579 at 6%.
200114$111,623$36,278$9,070iApproximate average salary by contribution assumption: employee only about $226,738 at 4% or $151,158 at 6%; with 50% employer match about $151,158 at 4% or $100,772 at 6%; with 100% employer match about $113,369 at 4% or $75,579 at 6%.
David L. Schwartz, D.M.D. Inc. Profit Sharing Plan-4$111,623$36,278$9,070iApproximate average salary by contribution assumption: employee only about $226,738 at 4% or $151,158 at 6%; with 50% employer match about $151,158 at 4% or $100,772 at 6%; with 100% employer match about $113,369 at 4% or $75,579 at 6%.
200014$87,625$32,796$8,199iApproximate average salary by contribution assumption: employee only about $204,975 at 4% or $136,650 at 6%; with 50% employer match about $136,650 at 4% or $91,100 at 6%; with 100% employer match about $102,488 at 4% or $68,325 at 6%.
David L. Schwartz, D.M.D. Inc. Profit Sharing Plan-4$87,625$32,796$8,199iApproximate average salary by contribution assumption: employee only about $204,975 at 4% or $136,650 at 6%; with 50% employer match about $136,650 at 4% or $91,100 at 6%; with 100% employer match about $102,488 at 4% or $68,325 at 6%.
199912$62,701$29,331$14,666iApproximate average salary by contribution assumption: employee only about $366,638 at 4% or $244,425 at 6%; with 50% employer match about $244,425 at 4% or $162,950 at 6%; with 100% employer match about $183,319 at 4% or $122,213 at 6%.
David L. Schwartz, D.M.D. Inc. Profit Sharing Plan-2$62,701$29,331$14,666iApproximate average salary by contribution assumption: employee only about $366,638 at 4% or $244,425 at 6%; with 50% employer match about $244,425 at 4% or $162,950 at 6%; with 100% employer match about $183,319 at 4% or $122,213 at 6%.