Schwartz, Bon, Walker & Studer
Plan context: Schwartz, Bon, Walker & Studer Profit Sharing Plan
EIN 83-0232549 • Casper, WY • 32 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
16
2024 Assets
$9,626,294
2024 Contributions
$234,763
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 16 | $9,626,294 | $234,763 | $14,673iApproximate average salary by contribution assumption: employee only about $366,817 at 4% or $244,545 at 6%; with 50% employer match about $244,545 at 4% or $163,030 at 6%; with 100% employer match about $183,409 at 4% or $122,272 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 16 | $9,626,294 | $234,763 | $14,673iApproximate average salary by contribution assumption: employee only about $366,817 at 4% or $244,545 at 6%; with 50% employer match about $244,545 at 4% or $163,030 at 6%; with 100% employer match about $183,409 at 4% or $122,272 at 6%. |
| 2023 | 2 | 15 | $10,534,338 | $147,805 | $9,854iApproximate average salary by contribution assumption: employee only about $246,342 at 4% or $164,228 at 6%; with 50% employer match about $164,228 at 4% or $109,485 at 6%; with 100% employer match about $123,171 at 4% or $82,114 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 15 | $10,470,339 | $134,504 | $8,967iApproximate average salary by contribution assumption: employee only about $224,173 at 4% or $149,449 at 6%; with 50% employer match about $149,449 at 4% or $99,633 at 6%; with 100% employer match about $112,087 at 4% or $74,724 at 6%. |
| SCHWARTZ, BON, WALKER & STUDER, LLC SELF FUNDED MEDICAL REIMBURSEMENT PLAN | - | 0 | $63,999 | $13,301 | - |
| 2022 | 2 | 17 | $9,280,304 | $500,995 | $29,470iApproximate average salary by contribution assumption: employee only about $736,757 at 4% or $491,172 at 6%; with 50% employer match about $491,172 at 4% or $327,448 at 6%; with 100% employer match about $368,379 at 4% or $245,586 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 17 | $9,192,202 | $230,664 | $13,568iApproximate average salary by contribution assumption: employee only about $339,212 at 4% or $226,141 at 6%; with 50% employer match about $226,141 at 4% or $150,761 at 6%; with 100% employer match about $169,606 at 4% or $113,071 at 6%. |
| SCHWARTZ, BON, WALKER & STUDER, LLC SELF FUNDED MEDICAL REIMBURSEMENT PLAN | - | 11 | $88,102 | $270,331 | $24,576iApproximate average salary by contribution assumption: employee only about $614,389 at 4% or $409,592 at 6%; with 50% employer match about $409,592 at 4% or $273,062 at 6%; with 100% employer match about $307,194 at 4% or $204,796 at 6%. |
| 2021 | 2 | 22 | $11,273,404 | $265,424 | $12,065iApproximate average salary by contribution assumption: employee only about $301,618 at 4% or $201,079 at 6%; with 50% employer match about $201,079 at 4% or $134,053 at 6%; with 100% employer match about $150,809 at 4% or $100,539 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 22 | $11,187,829 | $207,728 | $9,442iApproximate average salary by contribution assumption: employee only about $236,055 at 4% or $157,370 at 6%; with 50% employer match about $157,370 at 4% or $104,913 at 6%; with 100% employer match about $118,027 at 4% or $78,685 at 6%. |
| SCHWARTZ, BON, WALKER & STUDER, LLC SELF FUNDED MEDICAL REIMBURSEMENT PLAN | - | 12 | $85,575 | $57,696 | $4,808iApproximate average salary by contribution assumption: employee only about $120,200 at 4% or $80,133 at 6%; with 50% employer match about $80,133 at 4% or $53,422 at 6%; with 100% employer match about $60,100 at 4% or $40,067 at 6%. |
| 2020 | 2 | 23 | $10,105,524 | $291,581 | $12,677iApproximate average salary by contribution assumption: employee only about $316,936 at 4% or $211,291 at 6%; with 50% employer match about $211,291 at 4% or $140,860 at 6%; with 100% employer match about $158,468 at 4% or $105,645 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 23 | $10,045,982 | $237,015 | $10,305iApproximate average salary by contribution assumption: employee only about $257,625 at 4% or $171,750 at 6%; with 50% employer match about $171,750 at 4% or $114,500 at 6%; with 100% employer match about $128,813 at 4% or $85,875 at 6%. |
| SCHWARTZ, BON, WALKER & STUDER, LLC SELF FUNDED MEDICAL REIMBURSEMENT PLAN | - | 9 | $59,542 | $54,566 | $6,063iApproximate average salary by contribution assumption: employee only about $151,572 at 4% or $101,048 at 6%; with 50% employer match about $101,048 at 4% or $67,365 at 6%; with 100% employer match about $75,786 at 4% or $50,524 at 6%. |
| 2019 | 2 | 23 | $8,632,616 | $347,960 | $15,129iApproximate average salary by contribution assumption: employee only about $378,217 at 4% or $252,145 at 6%; with 50% employer match about $252,145 at 4% or $168,097 at 6%; with 100% employer match about $189,109 at 4% or $126,072 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 23 | $8,602,332 | $252,580 | $10,982iApproximate average salary by contribution assumption: employee only about $274,543 at 4% or $183,029 at 6%; with 50% employer match about $183,029 at 4% or $122,019 at 6%; with 100% employer match about $137,272 at 4% or $91,514 at 6%. |
| SCHWARTZ, BON, WALKER & STUDER, LLC SELF FUNDED MEDICAL REIMBURSEMENT PLAN | - | 10 | $30,284 | $95,380 | $9,538iApproximate average salary by contribution assumption: employee only about $238,450 at 4% or $158,967 at 6%; with 50% employer match about $158,967 at 4% or $105,978 at 6%; with 100% employer match about $119,225 at 4% or $79,483 at 6%. |
| 2018 | 2 | 24 | $7,289,478 | $52,994 | $2,208iApproximate average salary by contribution assumption: employee only about $55,202 at 4% or $36,801 at 6%; with 50% employer match about $36,801 at 4% or $24,534 at 6%; with 100% employer match about $27,601 at 4% or $18,401 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 24 | $7,260,991 | $7,989 | $333iApproximate average salary by contribution assumption: employee only about $8,322 at 4% or $5,548 at 6%; with 50% employer match about $5,548 at 4% or $3,699 at 6%; with 100% employer match about $4,161 at 4% or $2,774 at 6%. |
| SCHWARTZ, BON, WALKER & STUDER, LLC SELF FUNDED MEDICAL REIMBURSEMENT PLAN | - | 10 | $28,487 | $45,005 | $4,501iApproximate average salary by contribution assumption: employee only about $112,513 at 4% or $75,008 at 6%; with 50% employer match about $75,008 at 4% or $50,006 at 6%; with 100% employer match about $56,256 at 4% or $37,504 at 6%. |
| 2017 | 1 | 26 | $8,316,056 | $264,091 | $10,157iApproximate average salary by contribution assumption: employee only about $253,934 at 4% or $169,289 at 6%; with 50% employer match about $169,289 at 4% or $112,859 at 6%; with 100% employer match about $126,967 at 4% or $84,645 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 26 | $8,316,056 | $264,091 | $10,157iApproximate average salary by contribution assumption: employee only about $253,934 at 4% or $169,289 at 6%; with 50% employer match about $169,289 at 4% or $112,859 at 6%; with 100% employer match about $126,967 at 4% or $84,645 at 6%. |
| 2016 | 1 | 23 | $7,091,321 | $131,803 | $5,731iApproximate average salary by contribution assumption: employee only about $143,264 at 4% or $95,509 at 6%; with 50% employer match about $95,509 at 4% or $63,673 at 6%; with 100% employer match about $71,632 at 4% or $47,755 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 23 | $7,091,321 | $131,803 | $5,731iApproximate average salary by contribution assumption: employee only about $143,264 at 4% or $95,509 at 6%; with 50% employer match about $95,509 at 4% or $63,673 at 6%; with 100% employer match about $71,632 at 4% or $47,755 at 6%. |
| 2015 | 1 | 16 | $6,504,676 | $163,251 | $10,203iApproximate average salary by contribution assumption: employee only about $255,080 at 4% or $170,053 at 6%; with 50% employer match about $170,053 at 4% or $113,369 at 6%; with 100% employer match about $127,540 at 4% or $85,027 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 16 | $6,504,676 | $163,251 | $10,203iApproximate average salary by contribution assumption: employee only about $255,080 at 4% or $170,053 at 6%; with 50% employer match about $170,053 at 4% or $113,369 at 6%; with 100% employer match about $127,540 at 4% or $85,027 at 6%. |
| 2014 | 1 | 17 | $6,299,992 | $121,651 | $7,156iApproximate average salary by contribution assumption: employee only about $178,899 at 4% or $119,266 at 6%; with 50% employer match about $119,266 at 4% or $79,510 at 6%; with 100% employer match about $89,449 at 4% or $59,633 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 17 | $6,299,992 | $121,651 | $7,156iApproximate average salary by contribution assumption: employee only about $178,899 at 4% or $119,266 at 6%; with 50% employer match about $119,266 at 4% or $79,510 at 6%; with 100% employer match about $89,449 at 4% or $59,633 at 6%. |
| 2013 | 1 | 13 | $5,771,713 | $165,201 | $12,708iApproximate average salary by contribution assumption: employee only about $317,694 at 4% or $211,796 at 6%; with 50% employer match about $211,796 at 4% or $141,197 at 6%; with 100% employer match about $158,847 at 4% or $105,898 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 13 | $5,771,713 | $165,201 | $12,708iApproximate average salary by contribution assumption: employee only about $317,694 at 4% or $211,796 at 6%; with 50% employer match about $211,796 at 4% or $141,197 at 6%; with 100% employer match about $158,847 at 4% or $105,898 at 6%. |
| 2012 | 1 | 12 | $4,803,872 | $119,853 | $9,988iApproximate average salary by contribution assumption: employee only about $249,694 at 4% or $166,463 at 6%; with 50% employer match about $166,463 at 4% or $110,975 at 6%; with 100% employer match about $124,847 at 4% or $83,231 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 12 | $4,803,872 | $119,853 | $9,988iApproximate average salary by contribution assumption: employee only about $249,694 at 4% or $166,463 at 6%; with 50% employer match about $166,463 at 4% or $110,975 at 6%; with 100% employer match about $124,847 at 4% or $83,231 at 6%. |
| 2011 | 1 | 16 | $4,306,029 | $193,485 | $12,093iApproximate average salary by contribution assumption: employee only about $302,320 at 4% or $201,547 at 6%; with 50% employer match about $201,547 at 4% or $134,365 at 6%; with 100% employer match about $151,160 at 4% or $100,773 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 16 | $4,306,029 | $193,485 | $12,093iApproximate average salary by contribution assumption: employee only about $302,320 at 4% or $201,547 at 6%; with 50% employer match about $201,547 at 4% or $134,365 at 6%; with 100% employer match about $151,160 at 4% or $100,773 at 6%. |
| 2010 | 1 | 17 | $4,115,591 | $174,896 | $10,288iApproximate average salary by contribution assumption: employee only about $257,200 at 4% or $171,467 at 6%; with 50% employer match about $171,467 at 4% or $114,311 at 6%; with 100% employer match about $128,600 at 4% or $85,733 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 17 | $4,115,591 | $174,896 | $10,288iApproximate average salary by contribution assumption: employee only about $257,200 at 4% or $171,467 at 6%; with 50% employer match about $171,467 at 4% or $114,311 at 6%; with 100% employer match about $128,600 at 4% or $85,733 at 6%. |
| 2009 | 1 | 17 | $3,639,633 | $163,400 | $9,612iApproximate average salary by contribution assumption: employee only about $240,294 at 4% or $160,196 at 6%; with 50% employer match about $160,196 at 4% or $106,797 at 6%; with 100% employer match about $120,147 at 4% or $80,098 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 17 | $3,639,633 | $163,400 | $9,612iApproximate average salary by contribution assumption: employee only about $240,294 at 4% or $160,196 at 6%; with 50% employer match about $160,196 at 4% or $106,797 at 6%; with 100% employer match about $120,147 at 4% or $80,098 at 6%. |
| 2008 | 1 | 14 | $2,982,010 | $125,729 | $8,981iApproximate average salary by contribution assumption: employee only about $224,516 at 4% or $149,677 at 6%; with 50% employer match about $149,677 at 4% or $99,785 at 6%; with 100% employer match about $112,258 at 4% or $74,839 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 14 | $2,982,010 | $125,729 | $8,981iApproximate average salary by contribution assumption: employee only about $224,516 at 4% or $149,677 at 6%; with 50% employer match about $149,677 at 4% or $99,785 at 6%; with 100% employer match about $112,258 at 4% or $74,839 at 6%. |
| 2007 | 1 | 11 | $0 | $0 | - |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 11 | - | - | - |
| 2006 | 1 | 12 | $4,521,260 | $91,966 | $7,664iApproximate average salary by contribution assumption: employee only about $191,596 at 4% or $127,731 at 6%; with 50% employer match about $127,731 at 4% or $85,154 at 6%; with 100% employer match about $95,798 at 4% or $63,865 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 12 | $4,521,260 | $91,966 | $7,664iApproximate average salary by contribution assumption: employee only about $191,596 at 4% or $127,731 at 6%; with 50% employer match about $127,731 at 4% or $85,154 at 6%; with 100% employer match about $95,798 at 4% or $63,865 at 6%. |
| 2005 | 1 | 12 | $4,103,556 | $74,754 | $6,230iApproximate average salary by contribution assumption: employee only about $155,738 at 4% or $103,825 at 6%; with 50% employer match about $103,825 at 4% or $69,217 at 6%; with 100% employer match about $77,869 at 4% or $51,913 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 12 | $4,103,556 | $74,754 | $6,230iApproximate average salary by contribution assumption: employee only about $155,738 at 4% or $103,825 at 6%; with 50% employer match about $103,825 at 4% or $69,217 at 6%; with 100% employer match about $77,869 at 4% or $51,913 at 6%. |
| 2004 | 1 | 12 | $3,976,383 | $72,239 | $6,020iApproximate average salary by contribution assumption: employee only about $150,498 at 4% or $100,332 at 6%; with 50% employer match about $100,332 at 4% or $66,888 at 6%; with 100% employer match about $75,249 at 4% or $50,166 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 12 | $3,976,383 | $72,239 | $6,020iApproximate average salary by contribution assumption: employee only about $150,498 at 4% or $100,332 at 6%; with 50% employer match about $100,332 at 4% or $66,888 at 6%; with 100% employer match about $75,249 at 4% or $50,166 at 6%. |
| 2003 | 1 | 15 | $3,853,944 | $89,866 | $5,991iApproximate average salary by contribution assumption: employee only about $149,777 at 4% or $99,851 at 6%; with 50% employer match about $99,851 at 4% or $66,567 at 6%; with 100% employer match about $74,888 at 4% or $49,926 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 15 | $3,853,944 | $89,866 | $5,991iApproximate average salary by contribution assumption: employee only about $149,777 at 4% or $99,851 at 6%; with 50% employer match about $99,851 at 4% or $66,567 at 6%; with 100% employer match about $74,888 at 4% or $49,926 at 6%. |
| 2002 | 1 | 14 | $3,320,310 | $77,907 | $5,565iApproximate average salary by contribution assumption: employee only about $139,120 at 4% or $92,746 at 6%; with 50% employer match about $92,746 at 4% or $61,831 at 6%; with 100% employer match about $69,560 at 4% or $46,373 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 14 | $3,320,310 | $77,907 | $5,565iApproximate average salary by contribution assumption: employee only about $139,120 at 4% or $92,746 at 6%; with 50% employer match about $92,746 at 4% or $61,831 at 6%; with 100% employer match about $69,560 at 4% or $46,373 at 6%. |
| 2001 | 1 | 12 | $3,963,300 | $102,383 | $8,532iApproximate average salary by contribution assumption: employee only about $213,298 at 4% or $142,199 at 6%; with 50% employer match about $142,199 at 4% or $94,799 at 6%; with 100% employer match about $106,649 at 4% or $71,099 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 12 | $3,963,300 | $102,383 | $8,532iApproximate average salary by contribution assumption: employee only about $213,298 at 4% or $142,199 at 6%; with 50% employer match about $142,199 at 4% or $94,799 at 6%; with 100% employer match about $106,649 at 4% or $71,099 at 6%. |
| 2000 | 1 | 15 | $4,532,091 | $105,448 | $7,030iApproximate average salary by contribution assumption: employee only about $175,747 at 4% or $117,164 at 6%; with 50% employer match about $117,164 at 4% or $78,110 at 6%; with 100% employer match about $87,873 at 4% or $58,582 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 15 | $4,532,091 | $105,448 | $7,030iApproximate average salary by contribution assumption: employee only about $175,747 at 4% or $117,164 at 6%; with 50% employer match about $117,164 at 4% or $78,110 at 6%; with 100% employer match about $87,873 at 4% or $58,582 at 6%. |
| 1999 | 1 | 14 | $5,318,119 | $71,319 | $5,094iApproximate average salary by contribution assumption: employee only about $127,355 at 4% or $84,904 at 6%; with 50% employer match about $84,904 at 4% or $56,602 at 6%; with 100% employer match about $63,678 at 4% or $42,452 at 6%. |
| Schwartz, Bon, Walker & Studer Profit Sharing Plan | - | 14 | $5,318,119 | $71,319 | $5,094iApproximate average salary by contribution assumption: employee only about $127,355 at 4% or $84,904 at 6%; with 50% employer match about $84,904 at 4% or $56,602 at 6%; with 100% employer match about $63,678 at 4% or $42,452 at 6%. |