Civic Intelligence

Paul S. Schwartz, Dpm

Plan context: Paul S. Schwartz, Dpm 401(K) Plan

EIN 94-2777680 • Orinda, CA • 26 filings • 3 plans

19 El RinconOrinda, CA 94563
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$3,855,315

2024 Contributions

$51,365

Historical Graphs

Total Assets Over Time

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

$3,979,461$1,989,731$0199920132024YearValue
$3,855,315Latest year 2024

Participants Over Time

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

320199920122024YearValue
2Latest 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
202412$3,855,315$0-
Paul S. Schwartz, Dpm 401(K) Plan-2$3,855,315$0-
202312$3,751,048$0-
Paul S. Schwartz, Dpm 401(K) Plan-2$3,751,048$0-
202212$3,526,363$0-
Paul S. Schwartz, Dpm 401(K) Plan-2$3,526,363$0-
202112$3,979,461$0-
Paul S. Schwartz, Dpm 401(K) Plan-2$3,979,461$0-
202012$3,470,561$0-
Paul S. Schwartz, Dpm 401(K) Plan-2$3,470,561$0-
201912$3,029,783$51,365$25,683iApproximate average salary by contribution assumption: employee only about $642,063 at 4% or $428,042 at 6%; with 50% employer match about $428,042 at 4% or $285,361 at 6%; with 100% employer match about $321,031 at 4% or $214,021 at 6%.
Paul S. Schwartz, Dpm 401(K) Plan-2$3,029,783$51,365$25,683iApproximate average salary by contribution assumption: employee only about $642,063 at 4% or $428,042 at 6%; with 50% employer match about $428,042 at 4% or $285,361 at 6%; with 100% employer match about $321,031 at 4% or $214,021 at 6%.
201813$2,428,067$64,648$21,549iApproximate average salary by contribution assumption: employee only about $538,733 at 4% or $359,156 at 6%; with 50% employer match about $359,156 at 4% or $239,437 at 6%; with 100% employer match about $269,367 at 4% or $179,578 at 6%.
Paul S. Schwartz, Dpm 401(K) Plan-3$2,428,067$64,648$21,549iApproximate average salary by contribution assumption: employee only about $538,733 at 4% or $359,156 at 6%; with 50% employer match about $359,156 at 4% or $239,437 at 6%; with 100% employer match about $269,367 at 4% or $179,578 at 6%.
201713$2,501,927$57,963$19,321iApproximate average salary by contribution assumption: employee only about $483,025 at 4% or $322,017 at 6%; with 50% employer match about $322,017 at 4% or $214,678 at 6%; with 100% employer match about $241,513 at 4% or $161,008 at 6%.
Paul S. Schwartz, Dpm 401(K) Plan-3$2,501,927$57,963$19,321iApproximate average salary by contribution assumption: employee only about $483,025 at 4% or $322,017 at 6%; with 50% employer match about $322,017 at 4% or $214,678 at 6%; with 100% employer match about $241,513 at 4% or $161,008 at 6%.
201613$2,079,573$52,916$17,639iApproximate average salary by contribution assumption: employee only about $440,967 at 4% or $293,978 at 6%; with 50% employer match about $293,978 at 4% or $195,985 at 6%; with 100% employer match about $220,483 at 4% or $146,989 at 6%.
Paul S. Schwartz, Dpm 401(K) Plan-3$2,079,573$52,916$17,639iApproximate average salary by contribution assumption: employee only about $440,967 at 4% or $293,978 at 6%; with 50% employer match about $293,978 at 4% or $195,985 at 6%; with 100% employer match about $220,483 at 4% or $146,989 at 6%.
201512$2,065,764$54,024$27,012iApproximate average salary by contribution assumption: employee only about $675,300 at 4% or $450,200 at 6%; with 50% employer match about $450,200 at 4% or $300,133 at 6%; with 100% employer match about $337,650 at 4% or $225,100 at 6%.
Paul S. Schwartz, Dpm 401(K) Plan-2$2,065,764$54,024$27,012iApproximate average salary by contribution assumption: employee only about $675,300 at 4% or $450,200 at 6%; with 50% employer match about $450,200 at 4% or $300,133 at 6%; with 100% employer match about $337,650 at 4% or $225,100 at 6%.
201413$2,043,627$61,247$20,416iApproximate average salary by contribution assumption: employee only about $510,392 at 4% or $340,261 at 6%; with 50% employer match about $340,261 at 4% or $226,841 at 6%; with 100% employer match about $255,196 at 4% or $170,131 at 6%.
Paul S. Schwartz, Dpm 401(K) Plan-3$2,043,627$61,247$20,416iApproximate average salary by contribution assumption: employee only about $510,392 at 4% or $340,261 at 6%; with 50% employer match about $340,261 at 4% or $226,841 at 6%; with 100% employer match about $255,196 at 4% or $170,131 at 6%.
201312$1,934,750$0-
Paul S. Schwartz, Dpm 401(K) Plan-2$1,934,750$0-
201213$1,742,196$0-
Paul S. Schwartz, Dpm 401(K) Plan-3$1,742,196$0-
201113$1,658,837$59,238$19,746iApproximate average salary by contribution assumption: employee only about $493,650 at 4% or $329,100 at 6%; with 50% employer match about $329,100 at 4% or $219,400 at 6%; with 100% employer match about $246,825 at 4% or $164,550 at 6%.
Paul S. Schwartz, Dpm 401(K) Plan-3$1,658,837$59,238$19,746iApproximate average salary by contribution assumption: employee only about $493,650 at 4% or $329,100 at 6%; with 50% employer match about $329,100 at 4% or $219,400 at 6%; with 100% employer match about $246,825 at 4% or $164,550 at 6%.
201013$1,682,278$67,065$22,355iApproximate average salary by contribution assumption: employee only about $558,875 at 4% or $372,583 at 6%; with 50% employer match about $372,583 at 4% or $248,389 at 6%; with 100% employer match about $279,438 at 4% or $186,292 at 6%.
Paul S. Schwartz, Dpm 401(K) Plan-3$1,682,278$67,065$22,355iApproximate average salary by contribution assumption: employee only about $558,875 at 4% or $372,583 at 6%; with 50% employer match about $372,583 at 4% or $248,389 at 6%; with 100% employer match about $279,438 at 4% or $186,292 at 6%.
200913$1,461,043$66,597$22,199iApproximate average salary by contribution assumption: employee only about $554,975 at 4% or $369,983 at 6%; with 50% employer match about $369,983 at 4% or $246,656 at 6%; with 100% employer match about $277,488 at 4% or $184,992 at 6%.
Paul S. Schwartz, Dpm 401(K) Plan-3$1,461,043$66,597$22,199iApproximate average salary by contribution assumption: employee only about $554,975 at 4% or $369,983 at 6%; with 50% employer match about $369,983 at 4% or $246,656 at 6%; with 100% employer match about $277,488 at 4% or $184,992 at 6%.
200813$1,116,700$61,178$20,393iApproximate average salary by contribution assumption: employee only about $509,817 at 4% or $339,878 at 6%; with 50% employer match about $339,878 at 4% or $226,585 at 6%; with 100% employer match about $254,908 at 4% or $169,939 at 6%.
Paul S. Schwartz, Dpm 401(K) Plan-3$1,116,700$61,178$20,393iApproximate average salary by contribution assumption: employee only about $509,817 at 4% or $339,878 at 6%; with 50% employer match about $339,878 at 4% or $226,585 at 6%; with 100% employer match about $254,908 at 4% or $169,939 at 6%.
200713$0$0-
Paul S. Schwartz, Dpm 401(K) Plan-3---
200613$1,350,215$58,152$19,384iApproximate average salary by contribution assumption: employee only about $484,600 at 4% or $323,067 at 6%; with 50% employer match about $323,067 at 4% or $215,378 at 6%; with 100% employer match about $242,300 at 4% or $161,533 at 6%.
Paul S. Schwartz, Dpm 401(K) Plan-3$1,350,215$58,152$19,384iApproximate average salary by contribution assumption: employee only about $484,600 at 4% or $323,067 at 6%; with 50% employer match about $323,067 at 4% or $215,378 at 6%; with 100% employer match about $242,300 at 4% or $161,533 at 6%.
200513$1,165,914$52,417$17,472iApproximate average salary by contribution assumption: employee only about $436,808 at 4% or $291,206 at 6%; with 50% employer match about $291,206 at 4% or $194,137 at 6%; with 100% employer match about $218,404 at 4% or $145,603 at 6%.
Paul S. Schwartz, Dpm 401(K) Plan-3$1,165,914$52,417$17,472iApproximate average salary by contribution assumption: employee only about $436,808 at 4% or $291,206 at 6%; with 50% employer match about $291,206 at 4% or $194,137 at 6%; with 100% employer match about $218,404 at 4% or $145,603 at 6%.
200413$1,068,148$54,130$18,043iApproximate average salary by contribution assumption: employee only about $451,083 at 4% or $300,722 at 6%; with 50% employer match about $300,722 at 4% or $200,481 at 6%; with 100% employer match about $225,542 at 4% or $150,361 at 6%.
Paul S. Schwartz, Dpm 401(K) Plan-3$1,068,148$54,130$18,043iApproximate average salary by contribution assumption: employee only about $451,083 at 4% or $300,722 at 6%; with 50% employer match about $300,722 at 4% or $200,481 at 6%; with 100% employer match about $225,542 at 4% or $150,361 at 6%.
200313$924,762$53,016$17,672iApproximate average salary by contribution assumption: employee only about $441,800 at 4% or $294,533 at 6%; with 50% employer match about $294,533 at 4% or $196,356 at 6%; with 100% employer match about $220,900 at 4% or $147,267 at 6%.
Paul S. Schwartz, Dpm 401(K) Plan-3$924,762$53,016$17,672iApproximate average salary by contribution assumption: employee only about $441,800 at 4% or $294,533 at 6%; with 50% employer match about $294,533 at 4% or $196,356 at 6%; with 100% employer match about $220,900 at 4% or $147,267 at 6%.
200213$709,986$52,540$17,513iApproximate average salary by contribution assumption: employee only about $437,833 at 4% or $291,889 at 6%; with 50% employer match about $291,889 at 4% or $194,593 at 6%; with 100% employer match about $218,917 at 4% or $145,944 at 6%.
Paul S. Schwartz, Dpm 401(K) Plan-3$709,986$52,540$17,513iApproximate average salary by contribution assumption: employee only about $437,833 at 4% or $291,889 at 6%; with 50% employer match about $291,889 at 4% or $194,593 at 6%; with 100% employer match about $218,917 at 4% or $145,944 at 6%.
200112$0$0-
Paul S. Schwartz, Dpm 401(K) Plan-2---
200012$745,073$29,889$14,945iApproximate average salary by contribution assumption: employee only about $373,613 at 4% or $249,075 at 6%; with 50% employer match about $249,075 at 4% or $166,050 at 6%; with 100% employer match about $186,806 at 4% or $124,538 at 6%.
Paul S. Schwartz, Dpm 401(K) Plan-2$745,073$29,889$14,945iApproximate average salary by contribution assumption: employee only about $373,613 at 4% or $249,075 at 6%; with 50% employer match about $249,075 at 4% or $166,050 at 6%; with 100% employer match about $186,806 at 4% or $124,538 at 6%.
199912$988,658$27,860$13,930iApproximate average salary by contribution assumption: employee only about $348,250 at 4% or $232,167 at 6%; with 50% employer match about $232,167 at 4% or $154,778 at 6%; with 100% employer match about $174,125 at 4% or $116,083 at 6%.
Paul S. Schwartz, Dpm 401(K) Plan-2$988,658$27,860$13,930iApproximate average salary by contribution assumption: employee only about $348,250 at 4% or $232,167 at 6%; with 50% employer match about $232,167 at 4% or $154,778 at 6%; with 100% employer match about $174,125 at 4% or $116,083 at 6%.