Anita Rowan Schwartz LLC
Plan context: Anita Rowan Schwartz LLC Cash Balance Plan
EIN 75-3256101 • Collegeville, PA • 6 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
3
2017 Assets
$852,481
2017 Contributions
$283,630
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 |
|---|---|---|---|---|---|
| 2017 | 2 | 3 | $852,481 | $283,630 | $94,543iApproximate average salary by contribution assumption: employee only about $2,363,583 at 4% or $1,575,722 at 6%; with 50% employer match about $1,575,722 at 4% or $1,050,481 at 6%; with 100% employer match about $1,181,792 at 4% or $787,861 at 6%. |
| Anita Rowan Schwartz LLC Cash Balance Plan | - | 3 | $681,097 | $213,484 | $71,161iApproximate average salary by contribution assumption: employee only about $1,779,033 at 4% or $1,186,022 at 6%; with 50% employer match about $1,186,022 at 4% or $790,681 at 6%; with 100% employer match about $889,517 at 4% or $593,011 at 6%. |
| Anita Rowan Schwartz LLC 401(K) Plan | - | 3 | $171,384 | $70,146 | $23,382iApproximate average salary by contribution assumption: employee only about $584,550 at 4% or $389,700 at 6%; with 50% employer match about $389,700 at 4% or $259,800 at 6%; with 100% employer match about $292,275 at 4% or $194,850 at 6%. |
| 2016 | 2 | 6 | $523,569 | $277,932 | $46,322iApproximate average salary by contribution assumption: employee only about $1,158,050 at 4% or $772,033 at 6%; with 50% employer match about $772,033 at 4% or $514,689 at 6%; with 100% employer match about $579,025 at 4% or $386,017 at 6%. |
| Anita Rowan Schwartz LLC Cash Balance Plan | - | 5 | $430,136 | $207,995 | $41,599iApproximate average salary by contribution assumption: employee only about $1,039,975 at 4% or $693,317 at 6%; with 50% employer match about $693,317 at 4% or $462,211 at 6%; with 100% employer match about $519,988 at 4% or $346,658 at 6%. |
| Anita Rowan Schwartz LLC 401(K) Plan | - | 6 | $93,433 | $69,937 | $11,656iApproximate average salary by contribution assumption: employee only about $291,404 at 4% or $194,269 at 6%; with 50% employer match about $194,269 at 4% or $129,513 at 6%; with 100% employer match about $145,702 at 4% or $97,135 at 6%. |
| 2015 | 2 | 6 | $240,790 | $240,790 | $40,132iApproximate average salary by contribution assumption: employee only about $1,003,292 at 4% or $668,861 at 6%; with 50% employer match about $668,861 at 4% or $445,907 at 6%; with 100% employer match about $501,646 at 4% or $334,431 at 6%. |
| Anita Rowan Schwartz LLC Cash Balance Plan | - | 6 | $219,010 | $219,010 | $36,502iApproximate average salary by contribution assumption: employee only about $912,542 at 4% or $608,361 at 6%; with 50% employer match about $608,361 at 4% or $405,574 at 6%; with 100% employer match about $456,271 at 4% or $304,181 at 6%. |
| Anita Rowan Schwartz LLC 401(K) Plan | - | 6 | $21,780 | $21,780 | $3,630iApproximate average salary by contribution assumption: employee only about $90,750 at 4% or $60,500 at 6%; with 50% employer match about $60,500 at 4% or $40,333 at 6%; with 100% employer match about $45,375 at 4% or $30,250 at 6%. |