Civic Intelligence

Sol Schwartz & Associates PC.

Plan context: Sol Schwartz & Assoc. PC Employees 401K

EIN 74-2392222 • San Antonio, TX • 26 filings • 7 plans

8000 Ih-10 WestSuite 1100San Antonio, TX 78230
Current Snapshot

Latest Year

2024

2024 Participants

94

2024 Assets

$12,736,233

2024 Contributions

$812,545

Historical Graphs

Total Assets Over Time

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

$12,736,233$6,368,117$0199920142024YearValue
$12,736,233Latest year 2024

Participants Over Time

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

94470199920122024YearValue
94Latest 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
2024194$12,736,233$812,545$8,644iApproximate average salary by contribution assumption: employee only about $216,102 at 4% or $144,068 at 6%; with 50% employer match about $144,068 at 4% or $96,046 at 6%; with 100% employer match about $108,051 at 4% or $72,034 at 6%.
Sol Schwartz & Assoc. PC Employees 401K-94$12,736,233$812,545$8,644iApproximate average salary by contribution assumption: employee only about $216,102 at 4% or $144,068 at 6%; with 50% employer match about $144,068 at 4% or $96,046 at 6%; with 100% employer match about $108,051 at 4% or $72,034 at 6%.
2023181$11,114,645$813,733$10,046iApproximate average salary by contribution assumption: employee only about $251,152 at 4% or $167,435 at 6%; with 50% employer match about $167,435 at 4% or $111,623 at 6%; with 100% employer match about $125,576 at 4% or $83,717 at 6%.
Sol Schwartz & Assoc. PC Employees 401K-81$11,114,645$813,733$10,046iApproximate average salary by contribution assumption: employee only about $251,152 at 4% or $167,435 at 6%; with 50% employer match about $167,435 at 4% or $111,623 at 6%; with 100% employer match about $125,576 at 4% or $83,717 at 6%.
2022178$9,349,109$761,602$9,764iApproximate average salary by contribution assumption: employee only about $244,103 at 4% or $162,735 at 6%; with 50% employer match about $162,735 at 4% or $108,490 at 6%; with 100% employer match about $122,052 at 4% or $81,368 at 6%.
Sol Schwartz & Assoc. PC Employees 401K-78$9,349,109$761,602$9,764iApproximate average salary by contribution assumption: employee only about $244,103 at 4% or $162,735 at 6%; with 50% employer match about $162,735 at 4% or $108,490 at 6%; with 100% employer match about $122,052 at 4% or $81,368 at 6%.
2021171$9,926,062$876,342$12,343iApproximate average salary by contribution assumption: employee only about $308,571 at 4% or $205,714 at 6%; with 50% employer match about $205,714 at 4% or $137,143 at 6%; with 100% employer match about $154,286 at 4% or $102,857 at 6%.
Sol Schwartz & Assoc. PC Employees 401K-71$9,926,062$876,342$12,343iApproximate average salary by contribution assumption: employee only about $308,571 at 4% or $205,714 at 6%; with 50% employer match about $205,714 at 4% or $137,143 at 6%; with 100% employer match about $154,286 at 4% or $102,857 at 6%.
2020172$9,047,081$681,828$9,470iApproximate average salary by contribution assumption: employee only about $236,746 at 4% or $157,831 at 6%; with 50% employer match about $157,831 at 4% or $105,220 at 6%; with 100% employer match about $118,373 at 4% or $78,915 at 6%.
Sol Schwartz & Assoc. PC Employees 401K-72$9,047,081$681,828$9,470iApproximate average salary by contribution assumption: employee only about $236,746 at 4% or $157,831 at 6%; with 50% employer match about $157,831 at 4% or $105,220 at 6%; with 100% employer match about $118,373 at 4% or $78,915 at 6%.
2019168$7,588,305$515,168$7,576iApproximate average salary by contribution assumption: employee only about $189,400 at 4% or $126,267 at 6%; with 50% employer match about $126,267 at 4% or $84,178 at 6%; with 100% employer match about $94,700 at 4% or $63,133 at 6%.
Sol Schwartz & Assoc. PC Employees 401K-68$7,588,305$515,168$7,576iApproximate average salary by contribution assumption: employee only about $189,400 at 4% or $126,267 at 6%; with 50% employer match about $126,267 at 4% or $84,178 at 6%; with 100% employer match about $94,700 at 4% or $63,133 at 6%.
2018158$6,125,642$487,991$8,414iApproximate average salary by contribution assumption: employee only about $210,341 at 4% or $140,227 at 6%; with 50% employer match about $140,227 at 4% or $93,485 at 6%; with 100% employer match about $105,170 at 4% or $70,114 at 6%.
Sol Schwartz & Assoc. PC Employees 401K-58$6,125,642$487,991$8,414iApproximate average salary by contribution assumption: employee only about $210,341 at 4% or $140,227 at 6%; with 50% employer match about $140,227 at 4% or $93,485 at 6%; with 100% employer match about $105,170 at 4% or $70,114 at 6%.
2017159$7,312,250$522,296$8,852iApproximate average salary by contribution assumption: employee only about $221,312 at 4% or $147,541 at 6%; with 50% employer match about $147,541 at 4% or $98,361 at 6%; with 100% employer match about $110,656 at 4% or $73,771 at 6%.
Sol Schwartz & Assoc. PC Employees 401K-59$7,312,250$522,296$8,852iApproximate average salary by contribution assumption: employee only about $221,312 at 4% or $147,541 at 6%; with 50% employer match about $147,541 at 4% or $98,361 at 6%; with 100% employer match about $110,656 at 4% or $73,771 at 6%.
2016154$6,045,430$475,202$8,800iApproximate average salary by contribution assumption: employee only about $220,001 at 4% or $146,667 at 6%; with 50% employer match about $146,667 at 4% or $97,778 at 6%; with 100% employer match about $110,000 at 4% or $73,334 at 6%.
Sol Schwartz & Assoc. PC Employees 401K-54$6,045,430$475,202$8,800iApproximate average salary by contribution assumption: employee only about $220,001 at 4% or $146,667 at 6%; with 50% employer match about $146,667 at 4% or $97,778 at 6%; with 100% employer match about $110,000 at 4% or $73,334 at 6%.
2015151$5,268,930$402,121$7,885iApproximate average salary by contribution assumption: employee only about $197,118 at 4% or $131,412 at 6%; with 50% employer match about $131,412 at 4% or $87,608 at 6%; with 100% employer match about $98,559 at 4% or $65,706 at 6%.
Sol Schwartz & Assoc. PC Employees 401K-51$5,268,930$402,121$7,885iApproximate average salary by contribution assumption: employee only about $197,118 at 4% or $131,412 at 6%; with 50% employer match about $131,412 at 4% or $87,608 at 6%; with 100% employer match about $98,559 at 4% or $65,706 at 6%.
2014141$4,943,978$390,223$9,518iApproximate average salary by contribution assumption: employee only about $237,941 at 4% or $158,627 at 6%; with 50% employer match about $158,627 at 4% or $105,751 at 6%; with 100% employer match about $118,970 at 4% or $79,314 at 6%.
Sol Schwartz & Assoc. PC Employees 401K-41$4,943,978$390,223$9,518iApproximate average salary by contribution assumption: employee only about $237,941 at 4% or $158,627 at 6%; with 50% employer match about $158,627 at 4% or $105,751 at 6%; with 100% employer match about $118,970 at 4% or $79,314 at 6%.
2013137$4,348,501$319,562$8,637iApproximate average salary by contribution assumption: employee only about $215,920 at 4% or $143,947 at 6%; with 50% employer match about $143,947 at 4% or $95,965 at 6%; with 100% employer match about $107,960 at 4% or $71,973 at 6%.
Sol Schwartz & Assoc. PC Employees 401K-37$4,348,501$319,562$8,637iApproximate average salary by contribution assumption: employee only about $215,920 at 4% or $143,947 at 6%; with 50% employer match about $143,947 at 4% or $95,965 at 6%; with 100% employer match about $107,960 at 4% or $71,973 at 6%.
2012139$3,908,105$337,055$8,642iApproximate average salary by contribution assumption: employee only about $216,061 at 4% or $144,041 at 6%; with 50% employer match about $144,041 at 4% or $96,027 at 6%; with 100% employer match about $108,030 at 4% or $72,020 at 6%.
Sol Schwartz & Assoc. PC Employees 401K-39$3,908,105$337,055$8,642iApproximate average salary by contribution assumption: employee only about $216,061 at 4% or $144,041 at 6%; with 50% employer match about $144,041 at 4% or $96,027 at 6%; with 100% employer match about $108,030 at 4% or $72,020 at 6%.
2011137$3,373,020$322,360$8,712iApproximate average salary by contribution assumption: employee only about $217,811 at 4% or $145,207 at 6%; with 50% employer match about $145,207 at 4% or $96,805 at 6%; with 100% employer match about $108,905 at 4% or $72,604 at 6%.
Sol Schwartz & Assoc. PC Employees 401K-37$3,373,020$322,360$8,712iApproximate average salary by contribution assumption: employee only about $217,811 at 4% or $145,207 at 6%; with 50% employer match about $145,207 at 4% or $96,805 at 6%; with 100% employer match about $108,905 at 4% or $72,604 at 6%.
2010138$3,674,730$310,328$8,167iApproximate average salary by contribution assumption: employee only about $204,163 at 4% or $136,109 at 6%; with 50% employer match about $136,109 at 4% or $90,739 at 6%; with 100% employer match about $102,082 at 4% or $68,054 at 6%.
Sol Schwartz & Assoc. PC Employees 401K-38$3,674,730$310,328$8,167iApproximate average salary by contribution assumption: employee only about $204,163 at 4% or $136,109 at 6%; with 50% employer match about $136,109 at 4% or $90,739 at 6%; with 100% employer match about $102,082 at 4% or $68,054 at 6%.
2009135$3,201,401$287,155$8,204iApproximate average salary by contribution assumption: employee only about $205,111 at 4% or $136,740 at 6%; with 50% employer match about $136,740 at 4% or $91,160 at 6%; with 100% employer match about $102,555 at 4% or $68,370 at 6%.
Sol Schwartz & Assoc. PC Employees 401K-35$3,201,401$287,155$8,204iApproximate average salary by contribution assumption: employee only about $205,111 at 4% or $136,740 at 6%; with 50% employer match about $136,740 at 4% or $91,160 at 6%; with 100% employer match about $102,555 at 4% or $68,370 at 6%.
2008132$2,526,476$312,189$9,756iApproximate average salary by contribution assumption: employee only about $243,898 at 4% or $162,598 at 6%; with 50% employer match about $162,598 at 4% or $108,399 at 6%; with 100% employer match about $121,949 at 4% or $81,299 at 6%.
Sol Schwartz & Assoc. PC Employees 401K-32$2,526,476$312,189$9,756iApproximate average salary by contribution assumption: employee only about $243,898 at 4% or $162,598 at 6%; with 50% employer match about $162,598 at 4% or $108,399 at 6%; with 100% employer match about $121,949 at 4% or $81,299 at 6%.
2007128$0$0-
Sol Schwartz & Assoc. PC Employees 401K-28---
2006127$2,695,103$255,349$9,457iApproximate average salary by contribution assumption: employee only about $236,434 at 4% or $157,623 at 6%; with 50% employer match about $157,623 at 4% or $105,082 at 6%; with 100% employer match about $118,217 at 4% or $78,811 at 6%.
Sol Schwartz & Assoc. PC Employees 401K-27$2,695,103$255,349$9,457iApproximate average salary by contribution assumption: employee only about $236,434 at 4% or $157,623 at 6%; with 50% employer match about $157,623 at 4% or $105,082 at 6%; with 100% employer match about $118,217 at 4% or $78,811 at 6%.
2005126$2,174,058$134,246$5,163iApproximate average salary by contribution assumption: employee only about $129,083 at 4% or $86,055 at 6%; with 50% employer match about $86,055 at 4% or $57,370 at 6%; with 100% employer match about $64,541 at 4% or $43,028 at 6%.
Sol Schwartz & Assoc. PC Employees 401K-26$2,174,058$134,246$5,163iApproximate average salary by contribution assumption: employee only about $129,083 at 4% or $86,055 at 6%; with 50% employer match about $86,055 at 4% or $57,370 at 6%; with 100% employer match about $64,541 at 4% or $43,028 at 6%.
2004126$1,980,484$202,891$7,804iApproximate average salary by contribution assumption: employee only about $195,088 at 4% or $130,058 at 6%; with 50% employer match about $130,058 at 4% or $86,706 at 6%; with 100% employer match about $97,544 at 4% or $65,029 at 6%.
Sol Schwartz & Assoc. PC Employees 401K-26$1,980,484$202,891$7,804iApproximate average salary by contribution assumption: employee only about $195,088 at 4% or $130,058 at 6%; with 50% employer match about $130,058 at 4% or $86,706 at 6%; with 100% employer match about $97,544 at 4% or $65,029 at 6%.
2003126$1,631,539$176,550$6,790iApproximate average salary by contribution assumption: employee only about $169,760 at 4% or $113,173 at 6%; with 50% employer match about $113,173 at 4% or $75,449 at 6%; with 100% employer match about $84,880 at 4% or $56,587 at 6%.
Sol Schwartz & Assoc. PC Employees 401K-26$1,631,539$176,550$6,790iApproximate average salary by contribution assumption: employee only about $169,760 at 4% or $113,173 at 6%; with 50% employer match about $113,173 at 4% or $75,449 at 6%; with 100% employer match about $84,880 at 4% or $56,587 at 6%.
200210$0$0-
Sol Schwartz & Assoc. PC Employees 401K-0---
2001125$0$0-
Sol Schwartz & Assoc. PC Employees 401K-25---
2000125$0$0-
Sol Schwartz & Assoc. PC Employees 401K-25---
1999125$1,011,641$122,389$4,896iApproximate average salary by contribution assumption: employee only about $122,389 at 4% or $81,593 at 6%; with 50% employer match about $81,593 at 4% or $54,395 at 6%; with 100% employer match about $61,195 at 4% or $40,796 at 6%.
Sol Schwartz & Assoc. PC Employees 401K-25$1,011,641$122,389$4,896iApproximate average salary by contribution assumption: employee only about $122,389 at 4% or $81,593 at 6%; with 50% employer match about $81,593 at 4% or $54,395 at 6%; with 100% employer match about $61,195 at 4% or $40,796 at 6%.