Civic Intelligence

Kevin Schwartz

Plan context: Kevin Schwartz Profit Sharing Plan

EIN 86-0570133 • Paradise Valley, AZ • 32 filings • 5 plans

6051 N Palo Cristi RdParadise Valley, AZ 85253-3727
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$2,475,761

2021 Contributions

$74,130

Historical Graphs

Total Assets Over Time

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

$2,475,761$1,237,881$0199920112020YearValue
$2,475,761Latest year 2020

Participants Over Time

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

210199920102020YearValue
2Latest year 2020

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
202120$0$0-
Kevin Schwartz Profit Sharing Plan-0$0$0-
KEVIN SCHWARTZ DEFINED BENEFIT PLAN-0$0$0-
202022$2,475,761$74,130$37,065iApproximate average salary by contribution assumption: employee only about $926,625 at 4% or $617,750 at 6%; with 50% employer match about $617,750 at 4% or $411,833 at 6%; with 100% employer match about $463,313 at 4% or $308,875 at 6%.
Kevin Schwartz Profit Sharing Plan-2$1,799,147$3,630$1,815iApproximate average salary by contribution assumption: employee only about $45,375 at 4% or $30,250 at 6%; with 50% employer match about $30,250 at 4% or $20,167 at 6%; with 100% employer match about $22,688 at 4% or $15,125 at 6%.
KEVIN SCHWARTZ DEFINED BENEFIT PLAN-2$676,614$70,500$35,250iApproximate average salary by contribution assumption: employee only about $881,250 at 4% or $587,500 at 6%; with 50% employer match about $587,500 at 4% or $391,667 at 6%; with 100% employer match about $440,625 at 4% or $293,750 at 6%.
201922$2,309,103$168,300$84,150iApproximate average salary by contribution assumption: employee only about $2,103,750 at 4% or $1,402,500 at 6%; with 50% employer match about $1,402,500 at 4% or $935,000 at 6%; with 100% employer match about $1,051,875 at 4% or $701,250 at 6%.
Kevin Schwartz Profit Sharing Plan-2$1,738,737$2,940$1,470iApproximate average salary by contribution assumption: employee only about $36,750 at 4% or $24,500 at 6%; with 50% employer match about $24,500 at 4% or $16,333 at 6%; with 100% employer match about $18,375 at 4% or $12,250 at 6%.
KEVIN SCHWARTZ DEFINED BENEFIT PLAN-2$570,366$165,360$82,680iApproximate average salary by contribution assumption: employee only about $2,067,000 at 4% or $1,378,000 at 6%; with 50% employer match about $1,378,000 at 4% or $918,667 at 6%; with 100% employer match about $1,033,500 at 4% or $689,000 at 6%.
201822$2,069,398$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Kevin Schwartz Profit Sharing Plan-2$1,696,574$2,146$1,073iApproximate average salary by contribution assumption: employee only about $26,825 at 4% or $17,883 at 6%; with 50% employer match about $17,883 at 4% or $11,922 at 6%; with 100% employer match about $13,413 at 4% or $8,942 at 6%.
KEVIN SCHWARTZ DEFINED BENEFIT PLAN-2$372,824$147,854$73,927iApproximate average salary by contribution assumption: employee only about $1,848,175 at 4% or $1,232,117 at 6%; with 50% employer match about $1,232,117 at 4% or $821,411 at 6%; with 100% employer match about $924,088 at 4% or $616,058 at 6%.
201722$1,923,600$243,968$121,984iApproximate average salary by contribution assumption: employee only about $3,049,600 at 4% or $2,033,067 at 6%; with 50% employer match about $2,033,067 at 4% or $1,355,378 at 6%; with 100% employer match about $1,524,800 at 4% or $1,016,533 at 6%.
Kevin Schwartz Profit Sharing Plan-2$1,683,559$3,927$1,964iApproximate average salary by contribution assumption: employee only about $49,088 at 4% or $32,725 at 6%; with 50% employer match about $32,725 at 4% or $21,817 at 6%; with 100% employer match about $24,544 at 4% or $16,363 at 6%.
KEVIN SCHWARTZ DEFINED BENEFIT PLAN-2$240,041$240,041$120,021iApproximate average salary by contribution assumption: employee only about $3,000,513 at 4% or $2,000,342 at 6%; with 50% employer match about $2,000,342 at 4% or $1,333,561 at 6%; with 100% employer match about $1,500,256 at 4% or $1,000,171 at 6%.
201612$1,531,928$55,250$27,625iApproximate average salary by contribution assumption: employee only about $690,625 at 4% or $460,417 at 6%; with 50% employer match about $460,417 at 4% or $306,944 at 6%; with 100% employer match about $345,313 at 4% or $230,208 at 6%.
Kevin Schwartz Profit Sharing Plan-2$1,531,928$55,250$27,625iApproximate average salary by contribution assumption: employee only about $690,625 at 4% or $460,417 at 6%; with 50% employer match about $460,417 at 4% or $306,944 at 6%; with 100% employer match about $345,313 at 4% or $230,208 at 6%.
201512$1,369,571$35,064$17,532iApproximate average salary by contribution assumption: employee only about $438,300 at 4% or $292,200 at 6%; with 50% employer match about $292,200 at 4% or $194,800 at 6%; with 100% employer match about $219,150 at 4% or $146,100 at 6%.
Kevin Schwartz Profit Sharing Plan-2$1,369,571$35,064$17,532iApproximate average salary by contribution assumption: employee only about $438,300 at 4% or $292,200 at 6%; with 50% employer match about $292,200 at 4% or $194,800 at 6%; with 100% employer match about $219,150 at 4% or $146,100 at 6%.
201412$1,520,793$46,238$23,119iApproximate average salary by contribution assumption: employee only about $577,975 at 4% or $385,317 at 6%; with 50% employer match about $385,317 at 4% or $256,878 at 6%; with 100% employer match about $288,988 at 4% or $192,658 at 6%.
Kevin Schwartz Profit Sharing Plan-2$1,520,793$46,238$23,119iApproximate average salary by contribution assumption: employee only about $577,975 at 4% or $385,317 at 6%; with 50% employer match about $385,317 at 4% or $256,878 at 6%; with 100% employer match about $288,988 at 4% or $192,658 at 6%.
201312$1,382,408$56,400$28,200iApproximate average salary by contribution assumption: employee only about $705,000 at 4% or $470,000 at 6%; with 50% employer match about $470,000 at 4% or $313,333 at 6%; with 100% employer match about $352,500 at 4% or $235,000 at 6%.
Kevin Schwartz Profit Sharing Plan-2$1,382,408$56,400$28,200iApproximate average salary by contribution assumption: employee only about $705,000 at 4% or $470,000 at 6%; with 50% employer match about $470,000 at 4% or $313,333 at 6%; with 100% employer match about $352,500 at 4% or $235,000 at 6%.
201212$1,252,352$52,195$26,098iApproximate average salary by contribution assumption: employee only about $652,438 at 4% or $434,958 at 6%; with 50% employer match about $434,958 at 4% or $289,972 at 6%; with 100% employer match about $326,219 at 4% or $217,479 at 6%.
Kevin Schwartz Profit Sharing Plan-2$1,252,352$52,195$26,098iApproximate average salary by contribution assumption: employee only about $652,438 at 4% or $434,958 at 6%; with 50% employer match about $434,958 at 4% or $289,972 at 6%; with 100% employer match about $326,219 at 4% or $217,479 at 6%.
201112$1,120,997$54,393$27,197iApproximate average salary by contribution assumption: employee only about $679,913 at 4% or $453,275 at 6%; with 50% employer match about $453,275 at 4% or $302,183 at 6%; with 100% employer match about $339,956 at 4% or $226,638 at 6%.
Kevin Schwartz Profit Sharing Plan-2$1,120,997$54,393$27,197iApproximate average salary by contribution assumption: employee only about $679,913 at 4% or $453,275 at 6%; with 50% employer match about $453,275 at 4% or $302,183 at 6%; with 100% employer match about $339,956 at 4% or $226,638 at 6%.
201012$1,060,464$54,100$27,050iApproximate average salary by contribution assumption: employee only about $676,250 at 4% or $450,833 at 6%; with 50% employer match about $450,833 at 4% or $300,556 at 6%; with 100% employer match about $338,125 at 4% or $225,417 at 6%.
Kevin Schwartz Profit Sharing Plan-2$1,060,464$54,100$27,050iApproximate average salary by contribution assumption: employee only about $676,250 at 4% or $450,833 at 6%; with 50% employer match about $450,833 at 4% or $300,556 at 6%; with 100% employer match about $338,125 at 4% or $225,417 at 6%.
200912$937,322$51,100$25,550iApproximate average salary by contribution assumption: employee only about $638,750 at 4% or $425,833 at 6%; with 50% employer match about $425,833 at 4% or $283,889 at 6%; with 100% employer match about $319,375 at 4% or $212,917 at 6%.
Kevin Schwartz Profit Sharing Plan-2$937,322$51,100$25,550iApproximate average salary by contribution assumption: employee only about $638,750 at 4% or $425,833 at 6%; with 50% employer match about $425,833 at 4% or $283,889 at 6%; with 100% employer match about $319,375 at 4% or $212,917 at 6%.
200812$698,793$48,800$24,400iApproximate average salary by contribution assumption: employee only about $610,000 at 4% or $406,667 at 6%; with 50% employer match about $406,667 at 4% or $271,111 at 6%; with 100% employer match about $305,000 at 4% or $203,333 at 6%.
Kevin Schwartz Profit Sharing Plan-2$698,793$48,800$24,400iApproximate average salary by contribution assumption: employee only about $610,000 at 4% or $406,667 at 6%; with 50% employer match about $406,667 at 4% or $271,111 at 6%; with 100% employer match about $305,000 at 4% or $203,333 at 6%.
200712$0$0-
Kevin Schwartz Profit Sharing Plan-2---
200612$1,098,525$53,500$26,750iApproximate average salary by contribution assumption: employee only about $668,750 at 4% or $445,833 at 6%; with 50% employer match about $445,833 at 4% or $297,222 at 6%; with 100% employer match about $334,375 at 4% or $222,917 at 6%.
Kevin Schwartz Profit Sharing Plan-2$1,098,525$53,500$26,750iApproximate average salary by contribution assumption: employee only about $668,750 at 4% or $445,833 at 6%; with 50% employer match about $445,833 at 4% or $297,222 at 6%; with 100% employer match about $334,375 at 4% or $222,917 at 6%.
200512$927,738$51,300$25,650iApproximate average salary by contribution assumption: employee only about $641,250 at 4% or $427,500 at 6%; with 50% employer match about $427,500 at 4% or $285,000 at 6%; with 100% employer match about $320,625 at 4% or $213,750 at 6%.
Kevin Schwartz Profit Sharing Plan-2$927,738$51,300$25,650iApproximate average salary by contribution assumption: employee only about $641,250 at 4% or $427,500 at 6%; with 50% employer match about $427,500 at 4% or $285,000 at 6%; with 100% employer match about $320,625 at 4% or $213,750 at 6%.
200412$832,461$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Kevin Schwartz Profit Sharing Plan-2$832,461$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200312$568,136$48,900$24,450iApproximate average salary by contribution assumption: employee only about $611,250 at 4% or $407,500 at 6%; with 50% employer match about $407,500 at 4% or $271,667 at 6%; with 100% employer match about $305,625 at 4% or $203,750 at 6%.
Kevin Schwartz Profit Sharing Plan-2$568,136$48,900$24,450iApproximate average salary by contribution assumption: employee only about $611,250 at 4% or $407,500 at 6%; with 50% employer match about $407,500 at 4% or $271,667 at 6%; with 100% employer match about $305,625 at 4% or $203,750 at 6%.
200222$479,141$46,025$23,013iApproximate average salary by contribution assumption: employee only about $575,313 at 4% or $383,542 at 6%; with 50% employer match about $383,542 at 4% or $255,694 at 6%; with 100% employer match about $287,656 at 4% or $191,771 at 6%.
Kevin Schwartz Profit Sharing Plan-2$479,141$46,025$23,013iApproximate average salary by contribution assumption: employee only about $575,313 at 4% or $383,542 at 6%; with 50% employer match about $383,542 at 4% or $255,694 at 6%; with 100% employer match about $287,656 at 4% or $191,771 at 6%.
Kevin Schwartz Money Purchase Plan-0---
200122$0$0-
Kevin Schwartz Money Purchase Plan-2---
Kevin Schwartz Profit Sharing Plan-2---
200021$673,168$33,937$33,937iApproximate average salary by contribution assumption: employee only about $848,425 at 4% or $565,617 at 6%; with 50% employer match about $565,617 at 4% or $377,078 at 6%; with 100% employer match about $424,213 at 4% or $282,808 at 6%.
Kevin Schwartz Money Purchase Plan-1$400,235$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Kevin Schwartz Profit Sharing Plan-1$272,933$18,937$18,937iApproximate average salary by contribution assumption: employee only about $473,425 at 4% or $315,617 at 6%; with 50% employer match about $315,617 at 4% or $210,411 at 6%; with 100% employer match about $236,713 at 4% or $157,808 at 6%.
199922$661,845$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Kevin Schwartz Money Purchase Plan-2$394,906$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Kevin Schwartz Profit Sharing Plan-2$266,939$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.