Civic Intelligence

Petrie Bauer Vriesman & Hecht LLP

Plan context: Petrie Schwartz LLP 401K/Profit Sharing Plan

EIN 84-1330423 • 10 filings • 5 plans

Current Snapshot

Latest Year

2007

2007 Participants

13

2007 Assets

$2,126,029

2007 Contributions

$194,146

Historical Graphs

Total Assets Over Time

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

$2,126,029$1,063,015$0199920032006YearValue
$2,126,029Latest year 2006

Participants Over Time

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

1580199920022005YearValue
13Latest year 2005

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
200710$0$0-
Petrie Schwartz LLP 401K/Profit Sharing Plan-0---
200610$2,126,029$194,146-
Petrie Schwartz LLP 401K/Profit Sharing Plan-0$2,126,029$194,146-
2005113$1,739,695$252,262$19,405iApproximate average salary by contribution assumption: employee only about $485,119 at 4% or $323,413 at 6%; with 50% employer match about $323,413 at 4% or $215,609 at 6%; with 100% employer match about $242,560 at 4% or $161,706 at 6%.
Petrie Schwartz LLP 401K/Profit Sharing Plan-13$1,739,695$252,262$19,405iApproximate average salary by contribution assumption: employee only about $485,119 at 4% or $323,413 at 6%; with 50% employer match about $323,413 at 4% or $215,609 at 6%; with 100% employer match about $242,560 at 4% or $161,706 at 6%.
2004115$1,890,952$292,015$19,468iApproximate average salary by contribution assumption: employee only about $486,692 at 4% or $324,461 at 6%; with 50% employer match about $324,461 at 4% or $216,307 at 6%; with 100% employer match about $243,346 at 4% or $162,231 at 6%.
Petrie Schwartz LLP 401K/Profit Sharing Plan-15$1,890,952$292,015$19,468iApproximate average salary by contribution assumption: employee only about $486,692 at 4% or $324,461 at 6%; with 50% employer match about $324,461 at 4% or $216,307 at 6%; with 100% employer match about $243,346 at 4% or $162,231 at 6%.
2003110$1,673,501$151,579$15,158iApproximate average salary by contribution assumption: employee only about $378,948 at 4% or $252,632 at 6%; with 50% employer match about $252,632 at 4% or $168,421 at 6%; with 100% employer match about $189,474 at 4% or $126,316 at 6%.
Petrie Schwartz LLP 401K/Profit Sharing Plan-10$1,673,501$151,579$15,158iApproximate average salary by contribution assumption: employee only about $378,948 at 4% or $252,632 at 6%; with 50% employer match about $252,632 at 4% or $168,421 at 6%; with 100% employer match about $189,474 at 4% or $126,316 at 6%.
200217$1,559,511$211,504$30,215iApproximate average salary by contribution assumption: employee only about $755,371 at 4% or $503,581 at 6%; with 50% employer match about $503,581 at 4% or $335,721 at 6%; with 100% employer match about $377,686 at 4% or $251,790 at 6%.
Petrie Schwartz LLP 401K/Profit Sharing Plan-7$1,559,511$211,504$30,215iApproximate average salary by contribution assumption: employee only about $755,371 at 4% or $503,581 at 6%; with 50% employer match about $503,581 at 4% or $335,721 at 6%; with 100% employer match about $377,686 at 4% or $251,790 at 6%.
200129$1,726,539$252,330$28,037iApproximate average salary by contribution assumption: employee only about $700,917 at 4% or $467,278 at 6%; with 50% employer match about $467,278 at 4% or $311,519 at 6%; with 100% employer match about $350,458 at 4% or $233,639 at 6%.
Petrie Schwartz LLP 401K/Profit Sharing Plan-9$1,726,539$191,643$21,294iApproximate average salary by contribution assumption: employee only about $532,342 at 4% or $354,894 at 6%; with 50% employer match about $354,894 at 4% or $236,596 at 6%; with 100% employer match about $266,171 at 4% or $177,447 at 6%.
Petrie, Bauer, Vriesman & Hecht LLP Money Purchase Plan-0-$60,687-
200019$211,869$23,782$2,642iApproximate average salary by contribution assumption: employee only about $66,061 at 4% or $44,041 at 6%; with 50% employer match about $44,041 at 4% or $29,360 at 6%; with 100% employer match about $33,031 at 4% or $22,020 at 6%.
Petrie, Bauer, Vriesman & Hecht LLP Money Purchase Plan-9$211,869$23,782$2,642iApproximate average salary by contribution assumption: employee only about $66,061 at 4% or $44,041 at 6%; with 50% employer match about $44,041 at 4% or $29,360 at 6%; with 100% employer match about $33,031 at 4% or $22,020 at 6%.
1999112$190,389$50,464$4,205iApproximate average salary by contribution assumption: employee only about $105,133 at 4% or $70,089 at 6%; with 50% employer match about $70,089 at 4% or $46,726 at 6%; with 100% employer match about $52,567 at 4% or $35,044 at 6%.
Petrie, Bauer, Vriesman & Hecht LLP Money Purchase Plan-12$190,389$50,464$4,205iApproximate average salary by contribution assumption: employee only about $105,133 at 4% or $70,089 at 6%; with 50% employer match about $70,089 at 4% or $46,726 at 6%; with 100% employer match about $52,567 at 4% or $35,044 at 6%.