Civic Intelligence

Jay L. Schwartz, D.O. PC.

Plan context: Jay L. Schwartz, D.O. PC. 401(K) Profit Sharing Plan and Trust

EIN 86-0884211 • Scottsdale, AZ • 35 filings • 5 plans

8416 E. Shea Blvd, Suite C-101Scottsdale, AZ 85260
Current Snapshot

Latest Year

2024

2024 Participants

55

2024 Assets

$8,597,565

2024 Contributions

$344,714

Historical Graphs

Total Assets Over Time

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

$8,597,565$4,298,783$0200620162024YearValue
$8,597,565Latest year 2024

Participants Over Time

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

55280200620152024YearValue
55Latest year 2024

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
2024255$8,597,565$344,714$6,268iApproximate average salary by contribution assumption: employee only about $156,688 at 4% or $104,459 at 6%; with 50% employer match about $104,459 at 4% or $69,639 at 6%; with 100% employer match about $78,344 at 4% or $52,229 at 6%.
Jay L. Schwartz, D.O. PC. 401(K) Profit Sharing Plan and Trust-45$4,404,078$344,714$7,660iApproximate average salary by contribution assumption: employee only about $191,508 at 4% or $127,672 at 6%; with 50% employer match about $127,672 at 4% or $85,115 at 6%; with 100% employer match about $95,754 at 4% or $63,836 at 6%.
Jay L. Schwartz, D.O. PC. Cash Balance Plan-55$4,193,487$0-
2023247$7,702,305$307,660$6,546iApproximate average salary by contribution assumption: employee only about $163,649 at 4% or $109,099 at 6%; with 50% employer match about $109,099 at 4% or $72,733 at 6%; with 100% employer match about $81,824 at 4% or $54,550 at 6%.
Jay L. Schwartz, D.O. PC. Cash Balance Plan-47$3,857,593--
Jay L. Schwartz, D.O. PC. 401(K) Profit Sharing Plan and Trust-37$3,844,712$307,660$8,315iApproximate average salary by contribution assumption: employee only about $207,878 at 4% or $138,586 at 6%; with 50% employer match about $138,586 at 4% or $92,390 at 6%; with 100% employer match about $103,939 at 4% or $69,293 at 6%.
2022244$6,544,384$942,723$21,426iApproximate average salary by contribution assumption: employee only about $535,638 at 4% or $357,092 at 6%; with 50% employer match about $357,092 at 4% or $238,061 at 6%; with 100% employer match about $267,819 at 4% or $178,546 at 6%.
Jay L. Schwartz, D.O. PC. Cash Balance Plan-44$3,426,618$668,150$15,185iApproximate average salary by contribution assumption: employee only about $379,631 at 4% or $253,087 at 6%; with 50% employer match about $253,087 at 4% or $168,725 at 6%; with 100% employer match about $189,815 at 4% or $126,544 at 6%.
Jay L. Schwartz, D.O. PC. 401(K) Profit Sharing Plan and Trust-38$3,117,766$274,573$7,226iApproximate average salary by contribution assumption: employee only about $180,640 at 4% or $120,427 at 6%; with 50% employer match about $120,427 at 4% or $80,285 at 6%; with 100% employer match about $90,320 at 4% or $60,213 at 6%.
2021237$6,633,922$653,645$17,666iApproximate average salary by contribution assumption: employee only about $441,652 at 4% or $294,435 at 6%; with 50% employer match about $294,435 at 4% or $196,290 at 6%; with 100% employer match about $220,826 at 4% or $147,217 at 6%.
Jay L. Schwartz, D.O. PC. 401(K) Profit Sharing Plan and Trust-30$3,404,288$155,645$5,188iApproximate average salary by contribution assumption: employee only about $129,704 at 4% or $86,469 at 6%; with 50% employer match about $86,469 at 4% or $57,646 at 6%; with 100% employer match about $64,852 at 4% or $43,235 at 6%.
Jay L. Schwartz, D.O. PC. Cash Balance Plan-37$3,229,634$498,000$13,459iApproximate average salary by contribution assumption: employee only about $336,486 at 4% or $224,324 at 6%; with 50% employer match about $224,324 at 4% or $149,550 at 6%; with 100% employer match about $168,243 at 4% or $112,162 at 6%.
2020231$5,230,523$873,168$28,167iApproximate average salary by contribution assumption: employee only about $704,168 at 4% or $469,445 at 6%; with 50% employer match about $469,445 at 4% or $312,963 at 6%; with 100% employer match about $352,084 at 4% or $234,723 at 6%.
Jay L. Schwartz, D.O. PC. 401(K) Profit Sharing Plan and Trust-31$2,760,651$374,315$12,075iApproximate average salary by contribution assumption: employee only about $301,867 at 4% or $201,245 at 6%; with 50% employer match about $201,245 at 4% or $134,163 at 6%; with 100% employer match about $150,933 at 4% or $100,622 at 6%.
Jay L. Schwartz, D.O. PC. Cash Balance Plan-31$2,469,872$498,853$16,092iApproximate average salary by contribution assumption: employee only about $402,301 at 4% or $268,201 at 6%; with 50% employer match about $268,201 at 4% or $178,800 at 6%; with 100% employer match about $201,150 at 4% or $134,100 at 6%.
2019243$4,098,636$572,555$13,315iApproximate average salary by contribution assumption: employee only about $332,881 at 4% or $221,921 at 6%; with 50% employer match about $221,921 at 4% or $147,947 at 6%; with 100% employer match about $166,440 at 4% or $110,960 at 6%.
Jay L. Schwartz, D.O. PC. 401(K) Profit Sharing Plan and Trust-43$2,308,614$218,302$5,077iApproximate average salary by contribution assumption: employee only about $126,920 at 4% or $84,613 at 6%; with 50% employer match about $84,613 at 4% or $56,409 at 6%; with 100% employer match about $63,460 at 4% or $42,307 at 6%.
Jay L. Schwartz, D.O. PC. Cash Balance Plan-33$1,790,022$354,253$10,735iApproximate average salary by contribution assumption: employee only about $268,373 at 4% or $178,916 at 6%; with 50% employer match about $178,916 at 4% or $119,277 at 6%; with 100% employer match about $134,187 at 4% or $89,458 at 6%.
2018237$3,000,661$597,278$16,143iApproximate average salary by contribution assumption: employee only about $403,566 at 4% or $269,044 at 6%; with 50% employer match about $269,044 at 4% or $179,363 at 6%; with 100% employer match about $201,783 at 4% or $134,522 at 6%.
Jay L. Schwartz, D.O. PC. 401(K) Profit Sharing Plan and Trust-37$1,741,678$219,141$5,923iApproximate average salary by contribution assumption: employee only about $148,068 at 4% or $98,712 at 6%; with 50% employer match about $98,712 at 4% or $65,808 at 6%; with 100% employer match about $74,034 at 4% or $49,356 at 6%.
Jay L. Schwartz, D.O. PC. Cash Balance Plan-24$1,258,983$378,137$15,756iApproximate average salary by contribution assumption: employee only about $393,893 at 4% or $262,595 at 6%; with 50% employer match about $262,595 at 4% or $175,063 at 6%; with 100% employer match about $196,946 at 4% or $131,298 at 6%.
2017235$2,692,726$547,406$15,640iApproximate average salary by contribution assumption: employee only about $391,004 at 4% or $260,670 at 6%; with 50% employer match about $260,670 at 4% or $173,780 at 6%; with 100% employer match about $195,502 at 4% or $130,335 at 6%.
Jay L. Schwartz, D.O. PC. 401(K) Profit Sharing Plan and Trust-35$1,738,467$204,742$5,850iApproximate average salary by contribution assumption: employee only about $146,244 at 4% or $97,496 at 6%; with 50% employer match about $97,496 at 4% or $64,997 at 6%; with 100% employer match about $73,122 at 4% or $48,748 at 6%.
Jay L. Schwartz, D.O. PC. Cash Balance Plan-22$954,259$342,664$15,576iApproximate average salary by contribution assumption: employee only about $389,391 at 4% or $259,594 at 6%; with 50% employer match about $259,594 at 4% or $173,063 at 6%; with 100% employer match about $194,695 at 4% or $129,797 at 6%.
2016223$1,869,033$473,759$20,598iApproximate average salary by contribution assumption: employee only about $514,955 at 4% or $343,304 at 6%; with 50% employer match about $343,304 at 4% or $228,869 at 6%; with 100% employer match about $257,478 at 4% or $171,652 at 6%.
Jay L. Schwartz, D.O. PC. 401(K) Profit Sharing Plan and Trust-23$1,293,898$166,155$7,224iApproximate average salary by contribution assumption: employee only about $180,603 at 4% or $120,402 at 6%; with 50% employer match about $120,402 at 4% or $80,268 at 6%; with 100% employer match about $90,302 at 4% or $60,201 at 6%.
Jay L. Schwartz, D.O. PC. Cash Balance Plan-21$575,135$307,604$14,648iApproximate average salary by contribution assumption: employee only about $366,195 at 4% or $244,130 at 6%; with 50% employer match about $244,130 at 4% or $162,753 at 6%; with 100% employer match about $183,098 at 4% or $122,065 at 6%.
2015223$1,264,951$195,278$8,490iApproximate average salary by contribution assumption: employee only about $212,259 at 4% or $141,506 at 6%; with 50% employer match about $141,506 at 4% or $94,337 at 6%; with 100% employer match about $106,129 at 4% or $70,753 at 6%.
Jay L. Schwartz, D.O. PC. 401(K) Profit Sharing Plan and Trust-21$1,012,470$170,278$8,108iApproximate average salary by contribution assumption: employee only about $202,712 at 4% or $135,141 at 6%; with 50% employer match about $135,141 at 4% or $90,094 at 6%; with 100% employer match about $101,356 at 4% or $67,571 at 6%.
Jay L. Schwartz, D.O. PC. Cash Balance Plan-23$252,481$25,000$1,087iApproximate average salary by contribution assumption: employee only about $27,174 at 4% or $18,116 at 6%; with 50% employer match about $18,116 at 4% or $12,077 at 6%; with 100% employer match about $13,587 at 4% or $9,058 at 6%.
2014224$1,191,292$181,979$7,582iApproximate average salary by contribution assumption: employee only about $189,561 at 4% or $126,374 at 6%; with 50% employer match about $126,374 at 4% or $84,250 at 6%; with 100% employer match about $94,781 at 4% or $63,187 at 6%.
Jay L. Schwartz, D.O. PC. 401(K) Profit Sharing Plan and Trust-23$935,039$137,979$5,999iApproximate average salary by contribution assumption: employee only about $149,977 at 4% or $99,985 at 6%; with 50% employer match about $99,985 at 4% or $66,657 at 6%; with 100% employer match about $74,989 at 4% or $49,992 at 6%.
Jay L. Schwartz, D.O. PC. Cash Balance Plan-24$256,253$44,000$1,833iApproximate average salary by contribution assumption: employee only about $45,833 at 4% or $30,556 at 6%; with 50% employer match about $30,556 at 4% or $20,370 at 6%; with 100% employer match about $22,917 at 4% or $15,278 at 6%.
2013224$1,027,251$140,909$5,871iApproximate average salary by contribution assumption: employee only about $146,780 at 4% or $97,853 at 6%; with 50% employer match about $97,853 at 4% or $65,236 at 6%; with 100% employer match about $73,390 at 4% or $48,927 at 6%.
Jay L. Schwartz, D.O. PC. 401(K) Profit Sharing Plan and Trust-22$819,345$112,909$5,132iApproximate average salary by contribution assumption: employee only about $128,306 at 4% or $85,537 at 6%; with 50% employer match about $85,537 at 4% or $57,025 at 6%; with 100% employer match about $64,153 at 4% or $42,769 at 6%.
Jay L. Schwartz, D.O. PC. Cash Balance Plan-24$207,906$28,000$1,167iApproximate average salary by contribution assumption: employee only about $29,167 at 4% or $19,444 at 6%; with 50% employer match about $19,444 at 4% or $12,963 at 6%; with 100% employer match about $14,583 at 4% or $9,722 at 6%.
2012221$702,702$137,968$6,570iApproximate average salary by contribution assumption: employee only about $164,248 at 4% or $109,498 at 6%; with 50% employer match about $109,498 at 4% or $72,999 at 6%; with 100% employer match about $82,124 at 4% or $54,749 at 6%.
Jay L. Schwartz, D.O. PC. 401(K) Profit Sharing Plan and Trust-18$543,126$99,728$5,540iApproximate average salary by contribution assumption: employee only about $138,511 at 4% or $92,341 at 6%; with 50% employer match about $92,341 at 4% or $61,560 at 6%; with 100% employer match about $69,256 at 4% or $46,170 at 6%.
Jay L. Schwartz, D.O. PC. Cash Balance Plan-21$159,576$38,240$1,821iApproximate average salary by contribution assumption: employee only about $45,524 at 4% or $30,349 at 6%; with 50% employer match about $30,349 at 4% or $20,233 at 6%; with 100% employer match about $22,762 at 4% or $15,175 at 6%.
2011220$559,283$177,003$8,850iApproximate average salary by contribution assumption: employee only about $221,254 at 4% or $147,503 at 6%; with 50% employer match about $147,503 at 4% or $98,335 at 6%; with 100% employer match about $110,627 at 4% or $73,751 at 6%.
Jay L. Schwartz, D.O. PC. 401(K) Profit Sharing Plan and Trust-15$427,185$114,191$7,613iApproximate average salary by contribution assumption: employee only about $190,318 at 4% or $126,879 at 6%; with 50% employer match about $126,879 at 4% or $84,586 at 6%; with 100% employer match about $95,159 at 4% or $63,439 at 6%.
Jay L. Schwartz, D.O. PC. Cash Balance Plan-20$132,098$62,812$3,141iApproximate average salary by contribution assumption: employee only about $78,515 at 4% or $52,343 at 6%; with 50% employer match about $52,343 at 4% or $34,896 at 6%; with 100% employer match about $39,258 at 4% or $26,172 at 6%.
2010219$471,336$155,024$8,159iApproximate average salary by contribution assumption: employee only about $203,979 at 4% or $135,986 at 6%; with 50% employer match about $135,986 at 4% or $90,657 at 6%; with 100% employer match about $101,989 at 4% or $67,993 at 6%.
Jay L. Schwartz, D.O. PC. 401(K) Profit Sharing Plan and Trust-19$401,982$111,107$5,848iApproximate average salary by contribution assumption: employee only about $146,193 at 4% or $97,462 at 6%; with 50% employer match about $97,462 at 4% or $64,975 at 6%; with 100% employer match about $73,097 at 4% or $48,731 at 6%.
Jay L. Schwartz, D.O. PC. Cash Balance Plan-18$69,354$43,917$2,440iApproximate average salary by contribution assumption: employee only about $60,996 at 4% or $40,664 at 6%; with 50% employer match about $40,664 at 4% or $27,109 at 6%; with 100% employer match about $30,498 at 4% or $20,332 at 6%.
2009217$308,647$58,188$3,423iApproximate average salary by contribution assumption: employee only about $85,571 at 4% or $57,047 at 6%; with 50% employer match about $57,047 at 4% or $38,031 at 6%; with 100% employer match about $42,785 at 4% or $28,524 at 6%.
Jay L. Schwartz, D.O. PC. 401(K) Profit Sharing Plan and Trust-9$281,592$31,133$3,459iApproximate average salary by contribution assumption: employee only about $86,481 at 4% or $57,654 at 6%; with 50% employer match about $57,654 at 4% or $38,436 at 6%; with 100% employer match about $43,240 at 4% or $28,827 at 6%.
Jay L. Schwartz, D.O. PC. Cash Balance Plan-17$27,055$27,055$1,591iApproximate average salary by contribution assumption: employee only about $39,787 at 4% or $26,525 at 6%; with 50% employer match about $26,525 at 4% or $17,683 at 6%; with 100% employer match about $19,893 at 4% or $13,262 at 6%.
2008115$258,880$59,271$3,951iApproximate average salary by contribution assumption: employee only about $98,785 at 4% or $65,857 at 6%; with 50% employer match about $65,857 at 4% or $43,904 at 6%; with 100% employer match about $49,393 at 4% or $32,928 at 6%.
Jay L. Schwartz, D.O. PC. 401(K) Profit Sharing Plan and Trust-15$258,880$59,271$3,951iApproximate average salary by contribution assumption: employee only about $98,785 at 4% or $65,857 at 6%; with 50% employer match about $65,857 at 4% or $43,904 at 6%; with 100% employer match about $49,393 at 4% or $32,928 at 6%.
2007113$0$0-
Jay L. Schwartz, D.O. PC. 401(K) Profit Sharing Plan and Trust-13---
2006113$207,073$80,633$6,203iApproximate average salary by contribution assumption: employee only about $155,063 at 4% or $103,376 at 6%; with 50% employer match about $103,376 at 4% or $68,917 at 6%; with 100% employer match about $77,532 at 4% or $51,688 at 6%.
Jay L. Schwartz, D.O. PC. 401(K) Profit Sharing Plan and Trust-13$207,073$80,633$6,203iApproximate average salary by contribution assumption: employee only about $155,063 at 4% or $103,376 at 6%; with 50% employer match about $103,376 at 4% or $68,917 at 6%; with 100% employer match about $77,532 at 4% or $51,688 at 6%.