Civic Intelligence

Timothy a. Schwartz, D.D.S.

Plan context: Timothy a. Schwartz, D.D.S. Age-Weighted Profit-Sharing Plan and Trust

EIN 84-0717243 • 13 filings • 2 plans

Current Snapshot

Latest Year

2011

2011 Participants

4

2011 Assets

$145,780

2011 Contributions

$17,000

Historical Graphs

Total Assets Over Time

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

$149,377$74,689$0199920062010YearValue
$145,780Latest year 2010

Participants Over Time

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

630199920052010YearValue
4Latest year 2010

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
201110$0$0-
Timothy a. Schwartz, D.D.S. Age-Weighted Profit-Sharing Plan and Trust-0---
201014$145,780$0-
Timothy a. Schwartz, D.D.S. Age-Weighted Profit-Sharing Plan and Trust-4$145,780--
200914$130,298$0-
Timothy a. Schwartz, D.D.S. Age-Weighted Profit-Sharing Plan and Trust-4$130,298--
200814$104,762$0-
Timothy a. Schwartz, D.D.S. Age-Weighted Profit-Sharing Plan and Trust-4$104,762--
200714$149,377$17,000$4,250iApproximate average salary by contribution assumption: employee only about $106,250 at 4% or $70,833 at 6%; with 50% employer match about $70,833 at 4% or $47,222 at 6%; with 100% employer match about $53,125 at 4% or $35,417 at 6%.
Timothy a. Schwartz, D.D.S. Age-Weighted Profit-Sharing Plan and Trust-4$149,377$17,000$4,250iApproximate average salary by contribution assumption: employee only about $106,250 at 4% or $70,833 at 6%; with 50% employer match about $70,833 at 4% or $47,222 at 6%; with 100% employer match about $53,125 at 4% or $35,417 at 6%.
200615$124,560$23,000$4,600iApproximate average salary by contribution assumption: employee only about $115,000 at 4% or $76,667 at 6%; with 50% employer match about $76,667 at 4% or $51,111 at 6%; with 100% employer match about $57,500 at 4% or $38,333 at 6%.
Timothy a. Schwartz, D.D.S. Age-Weighted Profit-Sharing Plan and Trust-5$124,560$23,000$4,600iApproximate average salary by contribution assumption: employee only about $115,000 at 4% or $76,667 at 6%; with 50% employer match about $76,667 at 4% or $51,111 at 6%; with 100% employer match about $57,500 at 4% or $38,333 at 6%.
200515$90,795$18,000$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
Timothy a. Schwartz, D.D.S. Age-Weighted Profit-Sharing Plan and Trust-5$90,795$18,000$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
200415$70,736$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Timothy a. Schwartz, D.D.S. Age-Weighted Profit-Sharing Plan and Trust-5$70,736$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200316$46,465$12,557$2,093iApproximate average salary by contribution assumption: employee only about $52,321 at 4% or $34,881 at 6%; with 50% employer match about $34,881 at 4% or $23,254 at 6%; with 100% employer match about $26,160 at 4% or $17,440 at 6%.
Timothy a. Schwartz, D.D.S. Age-Weighted Profit-Sharing Plan and Trust-6$46,465$12,557$2,093iApproximate average salary by contribution assumption: employee only about $52,321 at 4% or $34,881 at 6%; with 50% employer match about $34,881 at 4% or $23,254 at 6%; with 100% employer match about $26,160 at 4% or $17,440 at 6%.
200214$29,031$0-
Timothy a. Schwartz, D.D.S. Age-Weighted Profit-Sharing Plan and Trust-4$29,031--
200115$0$0-
Timothy a. Schwartz, D.D.S. Age-Weighted Profit-Sharing Plan and Trust-5---
200016$0$0-
Timothy a. Schwartz, D.D.S. Age-Weighted Profit-Sharing Plan and Trust-6---
199916$61,316$24,500$4,083iApproximate average salary by contribution assumption: employee only about $102,083 at 4% or $68,056 at 6%; with 50% employer match about $68,056 at 4% or $45,370 at 6%; with 100% employer match about $51,042 at 4% or $34,028 at 6%.
Timothy a. Schwartz, D.D.S. Age-Weighted Profit-Sharing Plan and Trust-6$61,316$24,500$4,083iApproximate average salary by contribution assumption: employee only about $102,083 at 4% or $68,056 at 6%; with 50% employer match about $68,056 at 4% or $45,370 at 6%; with 100% employer match about $51,042 at 4% or $34,028 at 6%.