Lewin & Schneider PC.
Plan context: Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement
EIN 86-0941827 • Phoenix, AZ • 26 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
23
2024 Assets
$6,578,077
2024 Contributions
$224,952
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 | 23 | $6,578,077 | $224,952 | $9,781iApproximate average salary by contribution assumption: employee only about $244,513 at 4% or $163,009 at 6%; with 50% employer match about $163,009 at 4% or $108,672 at 6%; with 100% employer match about $122,257 at 4% or $81,504 at 6%. |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 23 | $6,578,077 | $224,952 | $9,781iApproximate average salary by contribution assumption: employee only about $244,513 at 4% or $163,009 at 6%; with 50% employer match about $163,009 at 4% or $108,672 at 6%; with 100% employer match about $122,257 at 4% or $81,504 at 6%. |
| 2023 | 1 | 24 | $5,537,223 | $200,168 | $8,340iApproximate average salary by contribution assumption: employee only about $208,508 at 4% or $139,006 at 6%; with 50% employer match about $139,006 at 4% or $92,670 at 6%; with 100% employer match about $104,254 at 4% or $69,503 at 6%. |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 24 | $5,537,223 | $200,168 | $8,340iApproximate average salary by contribution assumption: employee only about $208,508 at 4% or $139,006 at 6%; with 50% employer match about $139,006 at 4% or $92,670 at 6%; with 100% employer match about $104,254 at 4% or $69,503 at 6%. |
| 2022 | 1 | 26 | $6,036,779 | $216,947 | $8,344iApproximate average salary by contribution assumption: employee only about $208,603 at 4% or $139,069 at 6%; with 50% employer match about $139,069 at 4% or $92,712 at 6%; with 100% employer match about $104,301 at 4% or $69,534 at 6%. |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 26 | $6,036,779 | $216,947 | $8,344iApproximate average salary by contribution assumption: employee only about $208,603 at 4% or $139,069 at 6%; with 50% employer match about $139,069 at 4% or $92,712 at 6%; with 100% employer match about $104,301 at 4% or $69,534 at 6%. |
| 2021 | 1 | 26 | $7,428,492 | $254,408 | $9,785iApproximate average salary by contribution assumption: employee only about $244,623 at 4% or $163,082 at 6%; with 50% employer match about $163,082 at 4% or $108,721 at 6%; with 100% employer match about $122,312 at 4% or $81,541 at 6%. |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 26 | $7,428,492 | $254,408 | $9,785iApproximate average salary by contribution assumption: employee only about $244,623 at 4% or $163,082 at 6%; with 50% employer match about $163,082 at 4% or $108,721 at 6%; with 100% employer match about $122,312 at 4% or $81,541 at 6%. |
| 2020 | 1 | 29 | $7,233,942 | $245,062 | $8,450iApproximate average salary by contribution assumption: employee only about $211,260 at 4% or $140,840 at 6%; with 50% employer match about $140,840 at 4% or $93,893 at 6%; with 100% employer match about $105,630 at 4% or $70,420 at 6%. |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 29 | $7,233,942 | $245,062 | $8,450iApproximate average salary by contribution assumption: employee only about $211,260 at 4% or $140,840 at 6%; with 50% employer match about $140,840 at 4% or $93,893 at 6%; with 100% employer match about $105,630 at 4% or $70,420 at 6%. |
| 2019 | 1 | 29 | $5,895,813 | $280,129 | $9,660iApproximate average salary by contribution assumption: employee only about $241,491 at 4% or $160,994 at 6%; with 50% employer match about $160,994 at 4% or $107,329 at 6%; with 100% employer match about $120,745 at 4% or $80,497 at 6%. |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 29 | $5,895,813 | $280,129 | $9,660iApproximate average salary by contribution assumption: employee only about $241,491 at 4% or $160,994 at 6%; with 50% employer match about $160,994 at 4% or $107,329 at 6%; with 100% employer match about $120,745 at 4% or $80,497 at 6%. |
| 2018 | 1 | 35 | $4,564,416 | $291,564 | $8,330iApproximate average salary by contribution assumption: employee only about $208,260 at 4% or $138,840 at 6%; with 50% employer match about $138,840 at 4% or $92,560 at 6%; with 100% employer match about $104,130 at 4% or $69,420 at 6%. |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 35 | $4,564,416 | $291,564 | $8,330iApproximate average salary by contribution assumption: employee only about $208,260 at 4% or $138,840 at 6%; with 50% employer match about $138,840 at 4% or $92,560 at 6%; with 100% employer match about $104,130 at 4% or $69,420 at 6%. |
| 2017 | 1 | 31 | $5,332,589 | $382,931 | $12,353iApproximate average salary by contribution assumption: employee only about $308,815 at 4% or $205,877 at 6%; with 50% employer match about $205,877 at 4% or $137,251 at 6%; with 100% employer match about $154,408 at 4% or $102,938 at 6%. |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 31 | $5,332,589 | $382,931 | $12,353iApproximate average salary by contribution assumption: employee only about $308,815 at 4% or $205,877 at 6%; with 50% employer match about $205,877 at 4% or $137,251 at 6%; with 100% employer match about $154,408 at 4% or $102,938 at 6%. |
| 2016 | 1 | 33 | $4,912,658 | $328,539 | $9,956iApproximate average salary by contribution assumption: employee only about $248,893 at 4% or $165,929 at 6%; with 50% employer match about $165,929 at 4% or $110,619 at 6%; with 100% employer match about $124,447 at 4% or $82,964 at 6%. |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 33 | $4,912,658 | $328,539 | $9,956iApproximate average salary by contribution assumption: employee only about $248,893 at 4% or $165,929 at 6%; with 50% employer match about $165,929 at 4% or $110,619 at 6%; with 100% employer match about $124,447 at 4% or $82,964 at 6%. |
| 2015 | 1 | 33 | $4,246,549 | $376,401 | $11,406iApproximate average salary by contribution assumption: employee only about $285,152 at 4% or $190,102 at 6%; with 50% employer match about $190,102 at 4% or $126,734 at 6%; with 100% employer match about $142,576 at 4% or $95,051 at 6%. |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 33 | $4,246,549 | $376,401 | $11,406iApproximate average salary by contribution assumption: employee only about $285,152 at 4% or $190,102 at 6%; with 50% employer match about $190,102 at 4% or $126,734 at 6%; with 100% employer match about $142,576 at 4% or $95,051 at 6%. |
| 2014 | 1 | 33 | $4,120,241 | $307,703 | $9,324iApproximate average salary by contribution assumption: employee only about $233,108 at 4% or $155,406 at 6%; with 50% employer match about $155,406 at 4% or $103,604 at 6%; with 100% employer match about $116,554 at 4% or $77,703 at 6%. |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 33 | $4,120,241 | $307,703 | $9,324iApproximate average salary by contribution assumption: employee only about $233,108 at 4% or $155,406 at 6%; with 50% employer match about $155,406 at 4% or $103,604 at 6%; with 100% employer match about $116,554 at 4% or $77,703 at 6%. |
| 2013 | 1 | 29 | $3,607,272 | $250,955 | $8,654iApproximate average salary by contribution assumption: employee only about $216,341 at 4% or $144,227 at 6%; with 50% employer match about $144,227 at 4% or $96,151 at 6%; with 100% employer match about $108,170 at 4% or $72,114 at 6%. |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 29 | $3,607,272 | $250,955 | $8,654iApproximate average salary by contribution assumption: employee only about $216,341 at 4% or $144,227 at 6%; with 50% employer match about $144,227 at 4% or $96,151 at 6%; with 100% employer match about $108,170 at 4% or $72,114 at 6%. |
| 2012 | 1 | 32 | $2,806,709 | $267,655 | $8,364iApproximate average salary by contribution assumption: employee only about $209,105 at 4% or $139,404 at 6%; with 50% employer match about $139,404 at 4% or $92,936 at 6%; with 100% employer match about $104,553 at 4% or $69,702 at 6%. |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 32 | $2,806,709 | $267,655 | $8,364iApproximate average salary by contribution assumption: employee only about $209,105 at 4% or $139,404 at 6%; with 50% employer match about $139,404 at 4% or $92,936 at 6%; with 100% employer match about $104,553 at 4% or $69,702 at 6%. |
| 2011 | 1 | 34 | $2,338,424 | $286,218 | $8,418iApproximate average salary by contribution assumption: employee only about $210,454 at 4% or $140,303 at 6%; with 50% employer match about $140,303 at 4% or $93,535 at 6%; with 100% employer match about $105,227 at 4% or $70,151 at 6%. |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 34 | $2,338,424 | $286,218 | $8,418iApproximate average salary by contribution assumption: employee only about $210,454 at 4% or $140,303 at 6%; with 50% employer match about $140,303 at 4% or $93,535 at 6%; with 100% employer match about $105,227 at 4% or $70,151 at 6%. |
| 2010 | 1 | 37 | $2,214,482 | $261,490 | $7,067iApproximate average salary by contribution assumption: employee only about $176,682 at 4% or $117,788 at 6%; with 50% employer match about $117,788 at 4% or $78,526 at 6%; with 100% employer match about $88,341 at 4% or $58,894 at 6%. |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 37 | $2,214,482 | $261,490 | $7,067iApproximate average salary by contribution assumption: employee only about $176,682 at 4% or $117,788 at 6%; with 50% employer match about $117,788 at 4% or $78,526 at 6%; with 100% employer match about $88,341 at 4% or $58,894 at 6%. |
| 2009 | 1 | 31 | $1,720,329 | $411,623 | $13,278iApproximate average salary by contribution assumption: employee only about $331,954 at 4% or $221,303 at 6%; with 50% employer match about $221,303 at 4% or $147,535 at 6%; with 100% employer match about $165,977 at 4% or $110,651 at 6%. |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 31 | $1,720,329 | $411,623 | $13,278iApproximate average salary by contribution assumption: employee only about $331,954 at 4% or $221,303 at 6%; with 50% employer match about $221,303 at 4% or $147,535 at 6%; with 100% employer match about $165,977 at 4% or $110,651 at 6%. |
| 2008 | 1 | 18 | $1,020,899 | $195,908 | $10,884iApproximate average salary by contribution assumption: employee only about $272,094 at 4% or $181,396 at 6%; with 50% employer match about $181,396 at 4% or $120,931 at 6%; with 100% employer match about $136,047 at 4% or $90,698 at 6%. |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 18 | $1,020,899 | $195,908 | $10,884iApproximate average salary by contribution assumption: employee only about $272,094 at 4% or $181,396 at 6%; with 50% employer match about $181,396 at 4% or $120,931 at 6%; with 100% employer match about $136,047 at 4% or $90,698 at 6%. |
| 2007 | 1 | 14 | $0 | $0 | - |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 14 | - | - | - |
| 2006 | 1 | 21 | $1,180,793 | $224,121 | $10,672iApproximate average salary by contribution assumption: employee only about $266,811 at 4% or $177,874 at 6%; with 50% employer match about $177,874 at 4% or $118,583 at 6%; with 100% employer match about $133,405 at 4% or $88,937 at 6%. |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 21 | $1,180,793 | $224,121 | $10,672iApproximate average salary by contribution assumption: employee only about $266,811 at 4% or $177,874 at 6%; with 50% employer match about $177,874 at 4% or $118,583 at 6%; with 100% employer match about $133,405 at 4% or $88,937 at 6%. |
| 2005 | 1 | 24 | $867,526 | $213,652 | $8,902iApproximate average salary by contribution assumption: employee only about $222,554 at 4% or $148,369 at 6%; with 50% employer match about $148,369 at 4% or $98,913 at 6%; with 100% employer match about $111,277 at 4% or $74,185 at 6%. |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 24 | $867,526 | $213,652 | $8,902iApproximate average salary by contribution assumption: employee only about $222,554 at 4% or $148,369 at 6%; with 50% employer match about $148,369 at 4% or $98,913 at 6%; with 100% employer match about $111,277 at 4% or $74,185 at 6%. |
| 2004 | 1 | 17 | $604,526 | $158,764 | $9,339iApproximate average salary by contribution assumption: employee only about $233,476 at 4% or $155,651 at 6%; with 50% employer match about $155,651 at 4% or $103,767 at 6%; with 100% employer match about $116,738 at 4% or $77,825 at 6%. |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 17 | $604,526 | $158,764 | $9,339iApproximate average salary by contribution assumption: employee only about $233,476 at 4% or $155,651 at 6%; with 50% employer match about $155,651 at 4% or $103,767 at 6%; with 100% employer match about $116,738 at 4% or $77,825 at 6%. |
| 2003 | 1 | 18 | $404,331 | $153,110 | $8,506iApproximate average salary by contribution assumption: employee only about $212,653 at 4% or $141,769 at 6%; with 50% employer match about $141,769 at 4% or $94,512 at 6%; with 100% employer match about $106,326 at 4% or $70,884 at 6%. |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 18 | $404,331 | $153,110 | $8,506iApproximate average salary by contribution assumption: employee only about $212,653 at 4% or $141,769 at 6%; with 50% employer match about $141,769 at 4% or $94,512 at 6%; with 100% employer match about $106,326 at 4% or $70,884 at 6%. |
| 2002 | 1 | 16 | $0 | $0 | - |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 16 | - | - | - |
| 2001 | 1 | 9 | $117,587 | $108,140 | $12,016iApproximate average salary by contribution assumption: employee only about $300,389 at 4% or $200,259 at 6%; with 50% employer match about $200,259 at 4% or $133,506 at 6%; with 100% employer match about $150,194 at 4% or $100,130 at 6%. |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 9 | $117,587 | $108,140 | $12,016iApproximate average salary by contribution assumption: employee only about $300,389 at 4% or $200,259 at 6%; with 50% employer match about $200,259 at 4% or $133,506 at 6%; with 100% employer match about $150,194 at 4% or $100,130 at 6%. |
| 2000 | 1 | 4 | $16,990 | $34,059 | $8,515iApproximate average salary by contribution assumption: employee only about $212,869 at 4% or $141,913 at 6%; with 50% employer match about $141,913 at 4% or $94,608 at 6%; with 100% employer match about $106,434 at 4% or $70,956 at 6%. |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 4 | $16,990 | $34,059 | $8,515iApproximate average salary by contribution assumption: employee only about $212,869 at 4% or $141,913 at 6%; with 50% employer match about $141,913 at 4% or $94,608 at 6%; with 100% employer match about $106,434 at 4% or $70,956 at 6%. |
| 1999 | 1 | 6 | $0 | $0 | - |
| Lewin & Schneider PC., 401K Profit Sharing Plan and Trust Agreement | - | 6 | - | - | - |