Civic Intelligence

Roger Schwarz & Associates Inc.

Plan context: Roger Schwarz & Associates Inc 401(K) Plan

EIN 82-0540593 • Chapel Hill, NC • 21 filings • 3 plans

1710 E Franklin St #1050Chapel Hill, NC 27514
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,751,256

2024 Contributions

$105,177

Historical Graphs

Total Assets Over Time

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

$2,751,256$1,375,628$0200420142024YearValue
$2,751,256Latest year 2024

Participants Over Time

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

630200420142024YearValue
4Latest 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
202414$2,751,256$105,177$26,294iApproximate average salary by contribution assumption: employee only about $657,356 at 4% or $438,238 at 6%; with 50% employer match about $438,238 at 4% or $292,158 at 6%; with 100% employer match about $328,678 at 4% or $219,119 at 6%.
Roger Schwarz & Associates Inc 401(K) Plan-4$2,751,256$105,177$26,294iApproximate average salary by contribution assumption: employee only about $657,356 at 4% or $438,238 at 6%; with 50% employer match about $438,238 at 4% or $292,158 at 6%; with 100% employer match about $328,678 at 4% or $219,119 at 6%.
202314$2,337,637$139,912$34,978iApproximate average salary by contribution assumption: employee only about $874,450 at 4% or $582,967 at 6%; with 50% employer match about $582,967 at 4% or $388,644 at 6%; with 100% employer match about $437,225 at 4% or $291,483 at 6%.
Roger Schwarz & Associates Inc 401(K) Plan-4$2,337,637$139,912$34,978iApproximate average salary by contribution assumption: employee only about $874,450 at 4% or $582,967 at 6%; with 50% employer match about $582,967 at 4% or $388,644 at 6%; with 100% employer match about $437,225 at 4% or $291,483 at 6%.
202214$1,901,366$120,233$30,058iApproximate average salary by contribution assumption: employee only about $751,456 at 4% or $500,971 at 6%; with 50% employer match about $500,971 at 4% or $333,981 at 6%; with 100% employer match about $375,728 at 4% or $250,485 at 6%.
Roger Schwarz & Associates Inc 401(K) Plan-4$1,901,366$120,233$30,058iApproximate average salary by contribution assumption: employee only about $751,456 at 4% or $500,971 at 6%; with 50% employer match about $500,971 at 4% or $333,981 at 6%; with 100% employer match about $375,728 at 4% or $250,485 at 6%.
202114$2,090,781$64,061$16,015iApproximate average salary by contribution assumption: employee only about $400,381 at 4% or $266,921 at 6%; with 50% employer match about $266,921 at 4% or $177,947 at 6%; with 100% employer match about $200,191 at 4% or $133,460 at 6%.
Roger Schwarz & Associates Inc 401(K) Plan-4$2,090,781$64,061$16,015iApproximate average salary by contribution assumption: employee only about $400,381 at 4% or $266,921 at 6%; with 50% employer match about $266,921 at 4% or $177,947 at 6%; with 100% employer match about $200,191 at 4% or $133,460 at 6%.
202014$1,753,114$63,743$15,936iApproximate average salary by contribution assumption: employee only about $398,394 at 4% or $265,596 at 6%; with 50% employer match about $265,596 at 4% or $177,064 at 6%; with 100% employer match about $199,197 at 4% or $132,798 at 6%.
Roger Schwarz & Associates Inc 401(K) Plan-4$1,753,114$63,743$15,936iApproximate average salary by contribution assumption: employee only about $398,394 at 4% or $265,596 at 6%; with 50% employer match about $265,596 at 4% or $177,064 at 6%; with 100% employer match about $199,197 at 4% or $132,798 at 6%.
201915$1,682,704$226,091$45,218iApproximate average salary by contribution assumption: employee only about $1,130,455 at 4% or $753,637 at 6%; with 50% employer match about $753,637 at 4% or $502,424 at 6%; with 100% employer match about $565,228 at 4% or $376,818 at 6%.
Roger Schwarz & Associates Inc 401(K) Plan-5$1,682,704$226,091$45,218iApproximate average salary by contribution assumption: employee only about $1,130,455 at 4% or $753,637 at 6%; with 50% employer match about $753,637 at 4% or $502,424 at 6%; with 100% employer match about $565,228 at 4% or $376,818 at 6%.
201815$1,203,461$142,348$28,470iApproximate average salary by contribution assumption: employee only about $711,740 at 4% or $474,493 at 6%; with 50% employer match about $474,493 at 4% or $316,329 at 6%; with 100% employer match about $355,870 at 4% or $237,247 at 6%.
Roger Schwarz & Associates Inc 401(K) Plan-5$1,203,461$142,348$28,470iApproximate average salary by contribution assumption: employee only about $711,740 at 4% or $474,493 at 6%; with 50% employer match about $474,493 at 4% or $316,329 at 6%; with 100% employer match about $355,870 at 4% or $237,247 at 6%.
201715$1,129,058$83,573$16,715iApproximate average salary by contribution assumption: employee only about $417,865 at 4% or $278,577 at 6%; with 50% employer match about $278,577 at 4% or $185,718 at 6%; with 100% employer match about $208,932 at 4% or $139,288 at 6%.
Roger Schwarz & Associates Inc 401(K) Plan-5$1,129,058$83,573$16,715iApproximate average salary by contribution assumption: employee only about $417,865 at 4% or $278,577 at 6%; with 50% employer match about $278,577 at 4% or $185,718 at 6%; with 100% employer match about $208,932 at 4% or $139,288 at 6%.
201614$905,739$79,645$19,911iApproximate average salary by contribution assumption: employee only about $497,781 at 4% or $331,854 at 6%; with 50% employer match about $331,854 at 4% or $221,236 at 6%; with 100% employer match about $248,891 at 4% or $165,927 at 6%.
Roger Schwarz & Associates Inc 401(K) Plan-4$905,739$79,645$19,911iApproximate average salary by contribution assumption: employee only about $497,781 at 4% or $331,854 at 6%; with 50% employer match about $331,854 at 4% or $221,236 at 6%; with 100% employer match about $248,891 at 4% or $165,927 at 6%.
201514$765,142$97,462$24,366iApproximate average salary by contribution assumption: employee only about $609,138 at 4% or $406,092 at 6%; with 50% employer match about $406,092 at 4% or $270,728 at 6%; with 100% employer match about $304,569 at 4% or $203,046 at 6%.
Roger Schwarz & Associates Inc 401(K) Plan-4$765,142$97,462$24,366iApproximate average salary by contribution assumption: employee only about $609,138 at 4% or $406,092 at 6%; with 50% employer match about $406,092 at 4% or $270,728 at 6%; with 100% employer match about $304,569 at 4% or $203,046 at 6%.
201415$675,276$27,242$5,448iApproximate average salary by contribution assumption: employee only about $136,210 at 4% or $90,807 at 6%; with 50% employer match about $90,807 at 4% or $60,538 at 6%; with 100% employer match about $68,105 at 4% or $45,403 at 6%.
Roger Schwarz & Associates Inc 401(K) Plan-5$675,276$27,242$5,448iApproximate average salary by contribution assumption: employee only about $136,210 at 4% or $90,807 at 6%; with 50% employer match about $90,807 at 4% or $60,538 at 6%; with 100% employer match about $68,105 at 4% or $45,403 at 6%.
201315$602,416$32,725$6,545iApproximate average salary by contribution assumption: employee only about $163,625 at 4% or $109,083 at 6%; with 50% employer match about $109,083 at 4% or $72,722 at 6%; with 100% employer match about $81,813 at 4% or $54,542 at 6%.
Roger Schwarz & Associates Inc 401(K) Plan-5$602,416$32,725$6,545iApproximate average salary by contribution assumption: employee only about $163,625 at 4% or $109,083 at 6%; with 50% employer match about $109,083 at 4% or $72,722 at 6%; with 100% employer match about $81,813 at 4% or $54,542 at 6%.
201216$495,167$30,089$5,015iApproximate average salary by contribution assumption: employee only about $125,371 at 4% or $83,581 at 6%; with 50% employer match about $83,581 at 4% or $55,720 at 6%; with 100% employer match about $62,685 at 4% or $41,790 at 6%.
Roger Schwarz & Associates Inc 401(K) Plan-6$495,167$30,089$5,015iApproximate average salary by contribution assumption: employee only about $125,371 at 4% or $83,581 at 6%; with 50% employer match about $83,581 at 4% or $55,720 at 6%; with 100% employer match about $62,685 at 4% or $41,790 at 6%.
201114$421,879$25,907$6,477iApproximate average salary by contribution assumption: employee only about $161,919 at 4% or $107,946 at 6%; with 50% employer match about $107,946 at 4% or $71,964 at 6%; with 100% employer match about $80,959 at 4% or $53,973 at 6%.
Roger Schwarz & Associates Inc 401(K) Plan-4$421,879$25,907$6,477iApproximate average salary by contribution assumption: employee only about $161,919 at 4% or $107,946 at 6%; with 50% employer match about $107,946 at 4% or $71,964 at 6%; with 100% employer match about $80,959 at 4% or $53,973 at 6%.
201015$417,904$26,090$5,218iApproximate average salary by contribution assumption: employee only about $130,450 at 4% or $86,967 at 6%; with 50% employer match about $86,967 at 4% or $57,978 at 6%; with 100% employer match about $65,225 at 4% or $43,483 at 6%.
Roger Schwarz & Associates Inc 401(K) Plan-5$417,904$26,090$5,218iApproximate average salary by contribution assumption: employee only about $130,450 at 4% or $86,967 at 6%; with 50% employer match about $86,967 at 4% or $57,978 at 6%; with 100% employer match about $65,225 at 4% or $43,483 at 6%.
200915$358,304$78,208$15,642iApproximate average salary by contribution assumption: employee only about $391,040 at 4% or $260,693 at 6%; with 50% employer match about $260,693 at 4% or $173,796 at 6%; with 100% employer match about $195,520 at 4% or $130,347 at 6%.
Roger Schwarz & Associates Inc 401(K) Plan-5$358,304$78,208$15,642iApproximate average salary by contribution assumption: employee only about $391,040 at 4% or $260,693 at 6%; with 50% employer match about $260,693 at 4% or $173,796 at 6%; with 100% employer match about $195,520 at 4% or $130,347 at 6%.
200815$225,057$79,652$15,930iApproximate average salary by contribution assumption: employee only about $398,260 at 4% or $265,507 at 6%; with 50% employer match about $265,507 at 4% or $177,004 at 6%; with 100% employer match about $199,130 at 4% or $132,753 at 6%.
Roger Schwarz & Associates Inc 401(K) Plan-5$225,057$79,652$15,930iApproximate average salary by contribution assumption: employee only about $398,260 at 4% or $265,507 at 6%; with 50% employer match about $265,507 at 4% or $177,004 at 6%; with 100% employer match about $199,130 at 4% or $132,753 at 6%.
200715$201,495$74,591$14,918iApproximate average salary by contribution assumption: employee only about $372,955 at 4% or $248,637 at 6%; with 50% employer match about $248,637 at 4% or $165,758 at 6%; with 100% employer match about $186,478 at 4% or $124,318 at 6%.
Roger Schwarz & Associates Inc 401(K) Plan-5$201,495$74,591$14,918iApproximate average salary by contribution assumption: employee only about $372,955 at 4% or $248,637 at 6%; with 50% employer match about $248,637 at 4% or $165,758 at 6%; with 100% employer match about $186,478 at 4% or $124,318 at 6%.
200614$115,783$42,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
Roger Schwarz & Associates Inc 401(K) Plan-4$115,783$42,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
200511$62,646$14,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Roger Schwarz & Associates Inc 401(K) Plan-1$62,646$14,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
200412$43,836$43,836$21,918iApproximate average salary by contribution assumption: employee only about $547,950 at 4% or $365,300 at 6%; with 50% employer match about $365,300 at 4% or $243,533 at 6%; with 100% employer match about $273,975 at 4% or $182,650 at 6%.
Roger Schwarz & Associates Inc 401(K) Plan-2$43,836$43,836$21,918iApproximate average salary by contribution assumption: employee only about $547,950 at 4% or $365,300 at 6%; with 50% employer match about $365,300 at 4% or $243,533 at 6%; with 100% employer match about $273,975 at 4% or $182,650 at 6%.