Current Snapshot
Latest Year
2012
2012 Participants
4
2012 Assets
$271,656
2012 Contributions
$2,146
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 |
|---|---|---|---|---|---|
| 2012 | 1 | 0 | $0 | $2,146 | - |
| Schwartz Kelly LLC 401(K) Plan | - | 0 | - | $2,146 | - |
| 2011 | 1 | 4 | $271,656 | $62,843 | $15,711iApproximate average salary by contribution assumption: employee only about $392,769 at 4% or $261,846 at 6%; with 50% employer match about $261,846 at 4% or $174,564 at 6%; with 100% employer match about $196,384 at 4% or $130,923 at 6%. |
| Schwartz Kelly LLC 401(K) Plan | - | 4 | $271,656 | $62,843 | $15,711iApproximate average salary by contribution assumption: employee only about $392,769 at 4% or $261,846 at 6%; with 50% employer match about $261,846 at 4% or $174,564 at 6%; with 100% employer match about $196,384 at 4% or $130,923 at 6%. |
| 2010 | 1 | 5 | $241,810 | $65,997 | $13,199iApproximate average salary by contribution assumption: employee only about $329,985 at 4% or $219,990 at 6%; with 50% employer match about $219,990 at 4% or $146,660 at 6%; with 100% employer match about $164,993 at 4% or $109,995 at 6%. |
| Schwartz Kelly LLC 401(K) Plan | - | 5 | $241,810 | $65,997 | $13,199iApproximate average salary by contribution assumption: employee only about $329,985 at 4% or $219,990 at 6%; with 50% employer match about $219,990 at 4% or $146,660 at 6%; with 100% employer match about $164,993 at 4% or $109,995 at 6%. |
| 2009 | 1 | 3 | $151,793 | $70,718 | $23,573iApproximate average salary by contribution assumption: employee only about $589,317 at 4% or $392,878 at 6%; with 50% employer match about $392,878 at 4% or $261,919 at 6%; with 100% employer match about $294,658 at 4% or $196,439 at 6%. |
| Schwartz Kelly LLC 401(K) Plan | - | 3 | $151,793 | $70,718 | $23,573iApproximate average salary by contribution assumption: employee only about $589,317 at 4% or $392,878 at 6%; with 50% employer match about $392,878 at 4% or $261,919 at 6%; with 100% employer match about $294,658 at 4% or $196,439 at 6%. |
| 2008 | 1 | 4 | $49,492 | $65,225 | $16,306iApproximate average salary by contribution assumption: employee only about $407,656 at 4% or $271,771 at 6%; with 50% employer match about $271,771 at 4% or $181,181 at 6%; with 100% employer match about $203,828 at 4% or $135,885 at 6%. |
| Schwartz Kelly LLC 401(K) Plan | - | 4 | $49,492 | $65,225 | $16,306iApproximate average salary by contribution assumption: employee only about $407,656 at 4% or $271,771 at 6%; with 50% employer match about $271,771 at 4% or $181,181 at 6%; with 100% employer match about $203,828 at 4% or $135,885 at 6%. |