Civic Intelligence

Schwartzman Distributing Inc

Plan context: Schwartzman Distributing Inc 401 K Profit Sharing Plan Trust

EIN 94-2905540 • Livermore, CA • 9 filings • 2 plans

2157 Terra Bella CTLivermore, CA 94550-6472
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$489,792

2024 Contributions

$32,881

Historical Graphs

Total Assets Over Time

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

$489,792$244,896$0201620202024YearValue
$489,792Latest year 2024

Participants Over Time

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

320201620202024YearValue
3Latest 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
202413$489,792$32,881$10,960iApproximate average salary by contribution assumption: employee only about $274,008 at 4% or $182,672 at 6%; with 50% employer match about $182,672 at 4% or $121,781 at 6%; with 100% employer match about $137,004 at 4% or $91,336 at 6%.
Schwartzman Distributing Inc 401 K Profit Sharing Plan Trust-3$489,792$32,881$10,960iApproximate average salary by contribution assumption: employee only about $274,008 at 4% or $182,672 at 6%; with 50% employer match about $182,672 at 4% or $121,781 at 6%; with 100% employer match about $137,004 at 4% or $91,336 at 6%.
202313$406,519$40,530$13,510iApproximate average salary by contribution assumption: employee only about $337,750 at 4% or $225,167 at 6%; with 50% employer match about $225,167 at 4% or $150,111 at 6%; with 100% employer match about $168,875 at 4% or $112,583 at 6%.
Schwartzman Distributing Inc 401 K Profit Sharing Plan Trust-3$406,519$40,530$13,510iApproximate average salary by contribution assumption: employee only about $337,750 at 4% or $225,167 at 6%; with 50% employer match about $225,167 at 4% or $150,111 at 6%; with 100% employer match about $168,875 at 4% or $112,583 at 6%.
202213$330,172$58,470$19,490iApproximate average salary by contribution assumption: employee only about $487,250 at 4% or $324,833 at 6%; with 50% employer match about $324,833 at 4% or $216,556 at 6%; with 100% employer match about $243,625 at 4% or $162,417 at 6%.
Schwartzman Distributing Inc 401 K Profit Sharing Plan Trust-3$330,172$58,470$19,490iApproximate average salary by contribution assumption: employee only about $487,250 at 4% or $324,833 at 6%; with 50% employer match about $324,833 at 4% or $216,556 at 6%; with 100% employer match about $243,625 at 4% or $162,417 at 6%.
202113$341,075$46,372$15,457iApproximate average salary by contribution assumption: employee only about $386,433 at 4% or $257,622 at 6%; with 50% employer match about $257,622 at 4% or $171,748 at 6%; with 100% employer match about $193,217 at 4% or $128,811 at 6%.
Schwartzman Distributing Inc 401 K Profit Sharing Plan Trust-3$341,075$46,372$15,457iApproximate average salary by contribution assumption: employee only about $386,433 at 4% or $257,622 at 6%; with 50% employer match about $257,622 at 4% or $171,748 at 6%; with 100% employer match about $193,217 at 4% or $128,811 at 6%.
202013$259,931$46,248$15,416iApproximate average salary by contribution assumption: employee only about $385,400 at 4% or $256,933 at 6%; with 50% employer match about $256,933 at 4% or $171,289 at 6%; with 100% employer match about $192,700 at 4% or $128,467 at 6%.
Schwartzman Distributing Inc 401 K Profit Sharing Plan Trust-3$259,931$46,248$15,416iApproximate average salary by contribution assumption: employee only about $385,400 at 4% or $256,933 at 6%; with 50% employer match about $256,933 at 4% or $171,289 at 6%; with 100% employer match about $192,700 at 4% or $128,467 at 6%.
201913$178,782$44,203$14,734iApproximate average salary by contribution assumption: employee only about $368,358 at 4% or $245,572 at 6%; with 50% employer match about $245,572 at 4% or $163,715 at 6%; with 100% employer match about $184,179 at 4% or $122,786 at 6%.
Schwartzman Distributing Inc 401 K Profit Sharing Plan Trust-3$178,782$44,203$14,734iApproximate average salary by contribution assumption: employee only about $368,358 at 4% or $245,572 at 6%; with 50% employer match about $245,572 at 4% or $163,715 at 6%; with 100% employer match about $184,179 at 4% or $122,786 at 6%.
201813$109,667$45,409$15,136iApproximate average salary by contribution assumption: employee only about $378,408 at 4% or $252,272 at 6%; with 50% employer match about $252,272 at 4% or $168,181 at 6%; with 100% employer match about $189,204 at 4% or $126,136 at 6%.
Schwartzman Distributing Inc 401 K Profit Sharing Plan Trust-3$109,667$45,409$15,136iApproximate average salary by contribution assumption: employee only about $378,408 at 4% or $252,272 at 6%; with 50% employer match about $252,272 at 4% or $168,181 at 6%; with 100% employer match about $189,204 at 4% or $126,136 at 6%.
201713$71,628$41,094$13,698iApproximate average salary by contribution assumption: employee only about $342,450 at 4% or $228,300 at 6%; with 50% employer match about $228,300 at 4% or $152,200 at 6%; with 100% employer match about $171,225 at 4% or $114,150 at 6%.
Schwartzman Distributing Inc 401 K Profit Sharing Plan Trust-3$71,628$41,094$13,698iApproximate average salary by contribution assumption: employee only about $342,450 at 4% or $228,300 at 6%; with 50% employer match about $228,300 at 4% or $152,200 at 6%; with 100% employer match about $171,225 at 4% or $114,150 at 6%.
201613$23,186$22,835$7,612iApproximate average salary by contribution assumption: employee only about $190,292 at 4% or $126,861 at 6%; with 50% employer match about $126,861 at 4% or $84,574 at 6%; with 100% employer match about $95,146 at 4% or $63,431 at 6%.
Schwartzman Distributing Inc 401 K Profit Sharing Plan Trust-3$23,186$22,835$7,612iApproximate average salary by contribution assumption: employee only about $190,292 at 4% or $126,861 at 6%; with 50% employer match about $126,861 at 4% or $84,574 at 6%; with 100% employer match about $95,146 at 4% or $63,431 at 6%.
Schwartzman Distributing Inc | EIN 94-2905540 | 2024 Form 5500 Company Profile