Civic Intelligence

Schwartz, Mcminimee & Andrew LLC

Plan context: The Schwartz, Mcminimee & Andrew LLC 401(K) Profit Sharing Plan

EIN 87-1695063 • Denver, CO • 5 filings • 1 plans

4582 S Ulster St Ste 720Denver, CO 80237-2632
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$2,006,829

2025 Contributions

$182,461

Historical Graphs

Total Assets Over Time

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

$2,748,775$1,374,388$0202120232025YearValue
$2,006,829Latest year 2025

Participants Over Time

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

21110202120232025YearValue
16Latest year 2025

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
2025116$2,006,829$182,461$11,404iApproximate average salary by contribution assumption: employee only about $285,095 at 4% or $190,064 at 6%; with 50% employer match about $190,064 at 4% or $126,709 at 6%; with 100% employer match about $142,548 at 4% or $95,032 at 6%.
The Schwartz, Mcminimee & Andrew LLC 401(K) Profit Sharing Plan-16$2,006,829$182,461$11,404iApproximate average salary by contribution assumption: employee only about $285,095 at 4% or $190,064 at 6%; with 50% employer match about $190,064 at 4% or $126,709 at 6%; with 100% employer match about $142,548 at 4% or $95,032 at 6%.
2024115$2,748,775$179,773$11,985iApproximate average salary by contribution assumption: employee only about $299,622 at 4% or $199,748 at 6%; with 50% employer match about $199,748 at 4% or $133,165 at 6%; with 100% employer match about $149,811 at 4% or $99,874 at 6%.
The Schwartz, Mcminimee & Andrew LLC 401(K) Profit Sharing Plan-15$2,748,775$179,773$11,985iApproximate average salary by contribution assumption: employee only about $299,622 at 4% or $199,748 at 6%; with 50% employer match about $199,748 at 4% or $133,165 at 6%; with 100% employer match about $149,811 at 4% or $99,874 at 6%.
2023120$2,467,395$188,941$9,447iApproximate average salary by contribution assumption: employee only about $236,176 at 4% or $157,451 at 6%; with 50% employer match about $157,451 at 4% or $104,967 at 6%; with 100% employer match about $118,088 at 4% or $78,725 at 6%.
The Schwartz, Mcminimee & Andrew LLC 401(K) Profit Sharing Plan-20$2,467,395$188,941$9,447iApproximate average salary by contribution assumption: employee only about $236,176 at 4% or $157,451 at 6%; with 50% employer match about $157,451 at 4% or $104,967 at 6%; with 100% employer match about $118,088 at 4% or $78,725 at 6%.
2022120$2,011,975$190,907$9,545iApproximate average salary by contribution assumption: employee only about $238,634 at 4% or $159,089 at 6%; with 50% employer match about $159,089 at 4% or $106,059 at 6%; with 100% employer match about $119,317 at 4% or $79,545 at 6%.
The Schwartz, Mcminimee & Andrew LLC 401(K) Profit Sharing Plan-20$2,011,975$190,907$9,545iApproximate average salary by contribution assumption: employee only about $238,634 at 4% or $159,089 at 6%; with 50% employer match about $159,089 at 4% or $106,059 at 6%; with 100% employer match about $119,317 at 4% or $79,545 at 6%.
2021121$2,448,040$177,361$8,446iApproximate average salary by contribution assumption: employee only about $211,144 at 4% or $140,763 at 6%; with 50% employer match about $140,763 at 4% or $93,842 at 6%; with 100% employer match about $105,572 at 4% or $70,381 at 6%.
The Schwartz, Mcminimee & Andrew LLC 401(K) Profit Sharing Plan-21$2,448,040$177,361$8,446iApproximate average salary by contribution assumption: employee only about $211,144 at 4% or $140,763 at 6%; with 50% employer match about $140,763 at 4% or $93,842 at 6%; with 100% employer match about $105,572 at 4% or $70,381 at 6%.