Victor Schwartz
Plan context: Victor Schwartz DMD Money Purchase Pension Plan
EIN 93-0795587 • Portland, OR • 24 filings • 5 plans
Current Snapshot
Latest Year
2022
2022 Participants
2
2022 Assets
$1,424,189
2022 Contributions
$33,872
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 2 | $1,424,189 | $33,872 | $16,936iApproximate average salary by contribution assumption: employee only about $423,400 at 4% or $282,267 at 6%; with 50% employer match about $282,267 at 4% or $188,178 at 6%; with 100% employer match about $211,700 at 4% or $141,133 at 6%. |
| Victor Schwartz DMD Money Purchase Pension Plan | - | 2 | $1,424,189 | $33,872 | $16,936iApproximate average salary by contribution assumption: employee only about $423,400 at 4% or $282,267 at 6%; with 50% employer match about $282,267 at 4% or $188,178 at 6%; with 100% employer match about $211,700 at 4% or $141,133 at 6%. |
| 2021 | 1 | 3 | $2,013,983 | $11,587 | $3,862iApproximate average salary by contribution assumption: employee only about $96,558 at 4% or $64,372 at 6%; with 50% employer match about $64,372 at 4% or $42,915 at 6%; with 100% employer match about $48,279 at 4% or $32,186 at 6%. |
| Victor Schwartz DMD Money Purchase Pension Plan | - | 3 | $2,013,983 | $11,587 | $3,862iApproximate average salary by contribution assumption: employee only about $96,558 at 4% or $64,372 at 6%; with 50% employer match about $64,372 at 4% or $42,915 at 6%; with 100% employer match about $48,279 at 4% or $32,186 at 6%. |
| 2020 | 1 | 3 | $1,736,872 | $24,588 | $8,196iApproximate average salary by contribution assumption: employee only about $204,900 at 4% or $136,600 at 6%; with 50% employer match about $136,600 at 4% or $91,067 at 6%; with 100% employer match about $102,450 at 4% or $68,300 at 6%. |
| Victor Schwartz DMD Money Purchase Pension Plan | - | 3 | $1,736,872 | $24,588 | $8,196iApproximate average salary by contribution assumption: employee only about $204,900 at 4% or $136,600 at 6%; with 50% employer match about $136,600 at 4% or $91,067 at 6%; with 100% employer match about $102,450 at 4% or $68,300 at 6%. |
| 2019 | 1 | 3 | $1,274,047 | $20,500 | $6,833iApproximate average salary by contribution assumption: employee only about $170,833 at 4% or $113,889 at 6%; with 50% employer match about $113,889 at 4% or $75,926 at 6%; with 100% employer match about $85,417 at 4% or $56,944 at 6%. |
| Victor Schwartz DMD Money Purchase Pension Plan | - | 3 | $1,274,047 | $20,500 | $6,833iApproximate average salary by contribution assumption: employee only about $170,833 at 4% or $113,889 at 6%; with 50% employer match about $113,889 at 4% or $75,926 at 6%; with 100% employer match about $85,417 at 4% or $56,944 at 6%. |
| 2018 | 1 | 3 | $1,088,203 | $39,025 | $13,008iApproximate average salary by contribution assumption: employee only about $325,208 at 4% or $216,806 at 6%; with 50% employer match about $216,806 at 4% or $144,537 at 6%; with 100% employer match about $162,604 at 4% or $108,403 at 6%. |
| Victor Schwartz DMD Money Purchase Pension Plan | - | 3 | $1,088,203 | $39,025 | $13,008iApproximate average salary by contribution assumption: employee only about $325,208 at 4% or $216,806 at 6%; with 50% employer match about $216,806 at 4% or $144,537 at 6%; with 100% employer match about $162,604 at 4% or $108,403 at 6%. |
| 2017 | 1 | 3 | $1,108,782 | $24,545 | $8,182iApproximate average salary by contribution assumption: employee only about $204,542 at 4% or $136,361 at 6%; with 50% employer match about $136,361 at 4% or $90,907 at 6%; with 100% employer match about $102,271 at 4% or $68,181 at 6%. |
| Victor Schwartz DMD Money Purchase Pension Plan | - | 3 | $1,108,782 | $24,545 | $8,182iApproximate average salary by contribution assumption: employee only about $204,542 at 4% or $136,361 at 6%; with 50% employer match about $136,361 at 4% or $90,907 at 6%; with 100% employer match about $102,271 at 4% or $68,181 at 6%. |
| 2016 | 1 | 3 | $1,089,662 | $33,580 | $11,193iApproximate average salary by contribution assumption: employee only about $279,833 at 4% or $186,556 at 6%; with 50% employer match about $186,556 at 4% or $124,370 at 6%; with 100% employer match about $139,917 at 4% or $93,278 at 6%. |
| Victor Schwartz DMD Money Purchase Pension Plan | - | 3 | $1,089,662 | $33,580 | $11,193iApproximate average salary by contribution assumption: employee only about $279,833 at 4% or $186,556 at 6%; with 50% employer match about $186,556 at 4% or $124,370 at 6%; with 100% employer match about $139,917 at 4% or $93,278 at 6%. |
| 2015 | 1 | 3 | $961,274 | $25,834 | $8,611iApproximate average salary by contribution assumption: employee only about $215,283 at 4% or $143,522 at 6%; with 50% employer match about $143,522 at 4% or $95,681 at 6%; with 100% employer match about $107,642 at 4% or $71,761 at 6%. |
| Victor Schwartz DMD Money Purchase Pension Plan | - | 3 | $961,274 | $25,834 | $8,611iApproximate average salary by contribution assumption: employee only about $215,283 at 4% or $143,522 at 6%; with 50% employer match about $143,522 at 4% or $95,681 at 6%; with 100% employer match about $107,642 at 4% or $71,761 at 6%. |
| 2014 | 1 | 3 | $990,725 | $21,068 | $7,023iApproximate average salary by contribution assumption: employee only about $175,567 at 4% or $117,044 at 6%; with 50% employer match about $117,044 at 4% or $78,030 at 6%; with 100% employer match about $87,783 at 4% or $58,522 at 6%. |
| Victor Schwartz DMD Money Purchase Pension Plan | - | 3 | $990,725 | $21,068 | $7,023iApproximate average salary by contribution assumption: employee only about $175,567 at 4% or $117,044 at 6%; with 50% employer match about $117,044 at 4% or $78,030 at 6%; with 100% employer match about $87,783 at 4% or $58,522 at 6%. |
| 2013 | 1 | 3 | $914,324 | $26,996 | $8,999iApproximate average salary by contribution assumption: employee only about $224,967 at 4% or $149,978 at 6%; with 50% employer match about $149,978 at 4% or $99,985 at 6%; with 100% employer match about $112,483 at 4% or $74,989 at 6%. |
| Victor Schwartz DMD Money Purchase Pension Plan | - | 3 | $914,324 | $26,996 | $8,999iApproximate average salary by contribution assumption: employee only about $224,967 at 4% or $149,978 at 6%; with 50% employer match about $149,978 at 4% or $99,985 at 6%; with 100% employer match about $112,483 at 4% or $74,989 at 6%. |
| 2012 | 1 | 3 | $847,310 | $26,479 | $8,826iApproximate average salary by contribution assumption: employee only about $220,658 at 4% or $147,106 at 6%; with 50% employer match about $147,106 at 4% or $98,070 at 6%; with 100% employer match about $110,329 at 4% or $73,553 at 6%. |
| Victor Schwartz DMD Money Purchase Pension Plan | - | 3 | $847,310 | $26,479 | $8,826iApproximate average salary by contribution assumption: employee only about $220,658 at 4% or $147,106 at 6%; with 50% employer match about $147,106 at 4% or $98,070 at 6%; with 100% employer match about $110,329 at 4% or $73,553 at 6%. |
| 2011 | 1 | 3 | $795,957 | $25,687 | $8,562iApproximate average salary by contribution assumption: employee only about $214,058 at 4% or $142,706 at 6%; with 50% employer match about $142,706 at 4% or $95,137 at 6%; with 100% employer match about $107,029 at 4% or $71,353 at 6%. |
| Victor Schwartz DMD Money Purchase Pension Plan | - | 3 | $795,957 | $25,687 | $8,562iApproximate average salary by contribution assumption: employee only about $214,058 at 4% or $142,706 at 6%; with 50% employer match about $142,706 at 4% or $95,137 at 6%; with 100% employer match about $107,029 at 4% or $71,353 at 6%. |
| 2010 | 1 | 3 | $763,725 | $26,066 | $8,689iApproximate average salary by contribution assumption: employee only about $217,217 at 4% or $144,811 at 6%; with 50% employer match about $144,811 at 4% or $96,541 at 6%; with 100% employer match about $108,608 at 4% or $72,406 at 6%. |
| Victor Schwartz DMD Money Purchase Pension Plan | - | 3 | $763,725 | $26,066 | $8,689iApproximate average salary by contribution assumption: employee only about $217,217 at 4% or $144,811 at 6%; with 50% employer match about $144,811 at 4% or $96,541 at 6%; with 100% employer match about $108,608 at 4% or $72,406 at 6%. |
| 2009 | 1 | 3 | $689,533 | $27,083 | $9,028iApproximate average salary by contribution assumption: employee only about $225,692 at 4% or $150,461 at 6%; with 50% employer match about $150,461 at 4% or $100,307 at 6%; with 100% employer match about $112,846 at 4% or $75,231 at 6%. |
| Victor Schwartz DMD Money Purchase Pension Plan | - | 3 | $689,533 | $27,083 | $9,028iApproximate average salary by contribution assumption: employee only about $225,692 at 4% or $150,461 at 6%; with 50% employer match about $150,461 at 4% or $100,307 at 6%; with 100% employer match about $112,846 at 4% or $75,231 at 6%. |
| 2008 | 1 | 3 | $611,959 | $30,422 | $10,141iApproximate average salary by contribution assumption: employee only about $253,517 at 4% or $169,011 at 6%; with 50% employer match about $169,011 at 4% or $112,674 at 6%; with 100% employer match about $126,758 at 4% or $84,506 at 6%. |
| Victor Schwartz DMD Money Purchase Pension Plan | - | 3 | $611,959 | $30,422 | $10,141iApproximate average salary by contribution assumption: employee only about $253,517 at 4% or $169,011 at 6%; with 50% employer match about $169,011 at 4% or $112,674 at 6%; with 100% employer match about $126,758 at 4% or $84,506 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Victor Schwartz DMD Money Purchase Pension Plan | - | 3 | - | - | - |
| 2006 | 1 | 2 | $557,580 | $28,015 | $14,008iApproximate average salary by contribution assumption: employee only about $350,188 at 4% or $233,458 at 6%; with 50% employer match about $233,458 at 4% or $155,639 at 6%; with 100% employer match about $175,094 at 4% or $116,729 at 6%. |
| Victor Schwartz DMD Money Purchase Pension Plan | - | 2 | $557,580 | $28,015 | $14,008iApproximate average salary by contribution assumption: employee only about $350,188 at 4% or $233,458 at 6%; with 50% employer match about $233,458 at 4% or $155,639 at 6%; with 100% employer match about $175,094 at 4% or $116,729 at 6%. |
| 2005 | 1 | 2 | $493,277 | $24,599 | $12,300iApproximate average salary by contribution assumption: employee only about $307,488 at 4% or $204,992 at 6%; with 50% employer match about $204,992 at 4% or $136,661 at 6%; with 100% employer match about $153,744 at 4% or $102,496 at 6%. |
| Victor Schwartz DMD Money Purchase Pension Plan | - | 2 | $493,277 | $24,599 | $12,300iApproximate average salary by contribution assumption: employee only about $307,488 at 4% or $204,992 at 6%; with 50% employer match about $204,992 at 4% or $136,661 at 6%; with 100% employer match about $153,744 at 4% or $102,496 at 6%. |
| 2004 | 1 | 3 | $474,061 | $28,677 | $9,559iApproximate average salary by contribution assumption: employee only about $238,975 at 4% or $159,317 at 6%; with 50% employer match about $159,317 at 4% or $106,211 at 6%; with 100% employer match about $119,488 at 4% or $79,658 at 6%. |
| Victor Schwartz DMD Money Purchase Pension Plan | - | 3 | $474,061 | $28,677 | $9,559iApproximate average salary by contribution assumption: employee only about $238,975 at 4% or $159,317 at 6%; with 50% employer match about $159,317 at 4% or $106,211 at 6%; with 100% employer match about $119,488 at 4% or $79,658 at 6%. |
| 2003 | 1 | 3 | $445,384 | $28,895 | $9,632iApproximate average salary by contribution assumption: employee only about $240,792 at 4% or $160,528 at 6%; with 50% employer match about $160,528 at 4% or $107,019 at 6%; with 100% employer match about $120,396 at 4% or $80,264 at 6%. |
| Victor Schwartz DMD Money Purchase Pension Plan | - | 3 | $445,384 | $28,895 | $9,632iApproximate average salary by contribution assumption: employee only about $240,792 at 4% or $160,528 at 6%; with 50% employer match about $160,528 at 4% or $107,019 at 6%; with 100% employer match about $120,396 at 4% or $80,264 at 6%. |
| 2002 | 1 | 3 | $416,624 | $28,361 | $9,454iApproximate average salary by contribution assumption: employee only about $236,342 at 4% or $157,561 at 6%; with 50% employer match about $157,561 at 4% or $105,041 at 6%; with 100% employer match about $118,171 at 4% or $78,781 at 6%. |
| Victor Schwartz DMD Money Purchase Pension Plan | - | 3 | $416,624 | $28,361 | $9,454iApproximate average salary by contribution assumption: employee only about $236,342 at 4% or $157,561 at 6%; with 50% employer match about $157,561 at 4% or $105,041 at 6%; with 100% employer match about $118,171 at 4% or $78,781 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Victor Schwartz DMD Money Purchase Pension Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $406,873 | $22,191 | $7,397iApproximate average salary by contribution assumption: employee only about $184,925 at 4% or $123,283 at 6%; with 50% employer match about $123,283 at 4% or $82,189 at 6%; with 100% employer match about $92,463 at 4% or $61,642 at 6%. |
| Victor Schwartz DMD Money Purchase Pension Plan | - | 3 | $406,873 | $22,191 | $7,397iApproximate average salary by contribution assumption: employee only about $184,925 at 4% or $123,283 at 6%; with 50% employer match about $123,283 at 4% or $82,189 at 6%; with 100% employer match about $92,463 at 4% or $61,642 at 6%. |
| 1999 | 1 | 3 | $538,265 | $27,765 | $9,255iApproximate average salary by contribution assumption: employee only about $231,375 at 4% or $154,250 at 6%; with 50% employer match about $154,250 at 4% or $102,833 at 6%; with 100% employer match about $115,688 at 4% or $77,125 at 6%. |
| Victor Schwartz DMD Money Purchase Pension Plan | - | 3 | $538,265 | $27,765 | $9,255iApproximate average salary by contribution assumption: employee only about $231,375 at 4% or $154,250 at 6%; with 50% employer match about $154,250 at 4% or $102,833 at 6%; with 100% employer match about $115,688 at 4% or $77,125 at 6%. |