Lee K. Schwartz, M.D. Inc.
Plan context: Lee K. Schwartz, M.D. Inc. Profit Sharing Plan
EIN 94-3008903 • San Francisco, CA • 29 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
11
2023 Assets
$1,064,686
2023 Contributions
$65,828
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Lee K. Schwartz, M.D. Inc. Profit Sharing Plan | - | 0 | $0 | - | - |
| 2022 | 1 | 11 | $1,064,686 | $0 | - |
| Lee K. Schwartz, M.D. Inc. Profit Sharing Plan | - | 11 | $1,064,686 | $0 | - |
| 2021 | 1 | 11 | $1,290,395 | $0 | - |
| Lee K. Schwartz, M.D. Inc. Profit Sharing Plan | - | 11 | $1,290,395 | - | - |
| 2020 | 1 | 11 | $1,158,043 | $65,828 | $5,984iApproximate average salary by contribution assumption: employee only about $149,609 at 4% or $99,739 at 6%; with 50% employer match about $99,739 at 4% or $66,493 at 6%; with 100% employer match about $74,805 at 4% or $49,870 at 6%. |
| Lee K. Schwartz, M.D. Inc. Profit Sharing Plan | - | 11 | $1,158,043 | $65,828 | $5,984iApproximate average salary by contribution assumption: employee only about $149,609 at 4% or $99,739 at 6%; with 50% employer match about $99,739 at 4% or $66,493 at 6%; with 100% employer match about $74,805 at 4% or $49,870 at 6%. |
| 2019 | 1 | 11 | $913,482 | $26,000 | $2,364iApproximate average salary by contribution assumption: employee only about $59,091 at 4% or $39,394 at 6%; with 50% employer match about $39,394 at 4% or $26,263 at 6%; with 100% employer match about $29,545 at 4% or $19,697 at 6%. |
| Lee K. Schwartz, M.D. Inc. Profit Sharing Plan | - | 11 | $913,482 | $26,000 | $2,364iApproximate average salary by contribution assumption: employee only about $59,091 at 4% or $39,394 at 6%; with 50% employer match about $39,394 at 4% or $26,263 at 6%; with 100% employer match about $29,545 at 4% or $19,697 at 6%. |
| 2018 | 1 | 12 | $753,846 | $24,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Lee K. Schwartz, M.D. Inc. Profit Sharing Plan | - | 12 | $753,846 | $24,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| 2017 | 1 | 11 | $816,429 | $24,000 | $2,182iApproximate average salary by contribution assumption: employee only about $54,545 at 4% or $36,364 at 6%; with 50% employer match about $36,364 at 4% or $24,242 at 6%; with 100% employer match about $27,273 at 4% or $18,182 at 6%. |
| Lee K. Schwartz, M.D. Inc. Profit Sharing Plan | - | 11 | $816,429 | $24,000 | $2,182iApproximate average salary by contribution assumption: employee only about $54,545 at 4% or $36,364 at 6%; with 50% employer match about $36,364 at 4% or $24,242 at 6%; with 100% employer match about $27,273 at 4% or $18,182 at 6%. |
| 2016 | 1 | 11 | $686,605 | $24,000 | $2,182iApproximate average salary by contribution assumption: employee only about $54,545 at 4% or $36,364 at 6%; with 50% employer match about $36,364 at 4% or $24,242 at 6%; with 100% employer match about $27,273 at 4% or $18,182 at 6%. |
| Lee K. Schwartz, M.D. Inc. Profit Sharing Plan | - | 11 | $686,605 | $24,000 | $2,182iApproximate average salary by contribution assumption: employee only about $54,545 at 4% or $36,364 at 6%; with 50% employer match about $36,364 at 4% or $24,242 at 6%; with 100% employer match about $27,273 at 4% or $18,182 at 6%. |
| 2015 | 1 | 12 | $643,486 | $24,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Lee K. Schwartz, M.D. Inc. Profit Sharing Plan | - | 12 | $643,486 | $24,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| 2014 | 1 | 6 | $638,880 | $24,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| Lee K. Schwartz, M.D. Inc. Profit Sharing Plan | - | 6 | $638,880 | $24,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2013 | 1 | 6 | $584,695 | $24,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| Lee K. Schwartz, M.D. Inc. Profit Sharing Plan | - | 6 | $584,695 | $24,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2012 | 1 | 6 | $463,837 | $55,784 | $9,297iApproximate average salary by contribution assumption: employee only about $232,433 at 4% or $154,956 at 6%; with 50% employer match about $154,956 at 4% or $103,304 at 6%; with 100% employer match about $116,217 at 4% or $77,478 at 6%. |
| Lee K. Schwartz, M.D. Inc. Profit Sharing Plan | - | 6 | $463,837 | $55,784 | $9,297iApproximate average salary by contribution assumption: employee only about $232,433 at 4% or $154,956 at 6%; with 50% employer match about $154,956 at 4% or $103,304 at 6%; with 100% employer match about $116,217 at 4% or $77,478 at 6%. |
| 2011 | 2 | 7 | $388,486 | $55,713 | $7,959iApproximate average salary by contribution assumption: employee only about $198,975 at 4% or $132,650 at 6%; with 50% employer match about $132,650 at 4% or $88,433 at 6%; with 100% employer match about $99,488 at 4% or $66,325 at 6%. |
| Lee K. Schwartz, M.D. Inc. Profit Sharing Plan | - | 7 | $388,486 | $55,713 | $7,959iApproximate average salary by contribution assumption: employee only about $198,975 at 4% or $132,650 at 6%; with 50% employer match about $132,650 at 4% or $88,433 at 6%; with 100% employer match about $99,488 at 4% or $66,325 at 6%. |
| LEE K. SCHWARTZ, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | - | - |
| 2010 | 2 | 7 | $626,338 | $27,000 | $3,857iApproximate average salary by contribution assumption: employee only about $96,429 at 4% or $64,286 at 6%; with 50% employer match about $64,286 at 4% or $42,857 at 6%; with 100% employer match about $48,214 at 4% or $32,143 at 6%. |
| Lee K. Schwartz, M.D. Inc. Profit Sharing Plan | - | 7 | $332,112 | $27,000 | $3,857iApproximate average salary by contribution assumption: employee only about $96,429 at 4% or $64,286 at 6%; with 50% employer match about $64,286 at 4% or $42,857 at 6%; with 100% employer match about $48,214 at 4% or $32,143 at 6%. |
| LEE K. SCHWARTZ, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $294,226 | - | - |
| 2009 | 2 | 5 | $583,241 | $27,000 | $5,400iApproximate average salary by contribution assumption: employee only about $135,000 at 4% or $90,000 at 6%; with 50% employer match about $90,000 at 4% or $60,000 at 6%; with 100% employer match about $67,500 at 4% or $45,000 at 6%. |
| LEE K. SCHWARTZ, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $294,167 | - | - |
| Lee K. Schwartz, M.D. Inc. Profit Sharing Plan | - | 5 | $289,074 | $27,000 | $5,400iApproximate average salary by contribution assumption: employee only about $135,000 at 4% or $90,000 at 6%; with 50% employer match about $90,000 at 4% or $60,000 at 6%; with 100% employer match about $67,500 at 4% or $45,000 at 6%. |
| 2008 | 1 | 2 | $0 | $0 | - |
| LEE K. SCHWARTZ, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |
| 2006 | 2 | 4 | $963,300 | $23,402 | $5,851iApproximate average salary by contribution assumption: employee only about $146,263 at 4% or $97,508 at 6%; with 50% employer match about $97,508 at 4% or $65,006 at 6%; with 100% employer match about $73,131 at 4% or $48,754 at 6%. |
| LEE K. SCHWARTZ, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $552,129 | $23,402 | $11,701iApproximate average salary by contribution assumption: employee only about $292,525 at 4% or $195,017 at 6%; with 50% employer match about $195,017 at 4% or $130,011 at 6%; with 100% employer match about $146,263 at 4% or $97,508 at 6%. |
| Lee K. Schwartz, M.D. Inc. Profit Sharing Plan | - | 4 | $411,171 | - | - |
| 2005 | 2 | 5 | $806,301 | $53,792 | $10,758iApproximate average salary by contribution assumption: employee only about $268,960 at 4% or $179,307 at 6%; with 50% employer match about $179,307 at 4% or $119,538 at 6%; with 100% employer match about $134,480 at 4% or $89,653 at 6%. |
| LEE K. SCHWARTZ, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $455,830 | $53,792 | $10,758iApproximate average salary by contribution assumption: employee only about $268,960 at 4% or $179,307 at 6%; with 50% employer match about $179,307 at 4% or $119,538 at 6%; with 100% employer match about $134,480 at 4% or $89,653 at 6%. |
| Lee K. Schwartz, M.D. Inc. Profit Sharing Plan | - | 4 | $350,471 | - | - |
| 2004 | 2 | 6 | $690,536 | $187,594 | $31,266iApproximate average salary by contribution assumption: employee only about $781,642 at 4% or $521,094 at 6%; with 50% employer match about $521,094 at 4% or $347,396 at 6%; with 100% employer match about $390,821 at 4% or $260,547 at 6%. |
| LEE K. SCHWARTZ, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $369,149 | $187,594 | $46,899iApproximate average salary by contribution assumption: employee only about $1,172,463 at 4% or $781,642 at 6%; with 50% employer match about $781,642 at 4% or $521,094 at 6%; with 100% employer match about $586,231 at 4% or $390,821 at 6%. |
| Lee K. Schwartz, M.D. Inc. Profit Sharing Plan | - | 6 | $321,387 | - | - |
| 2003 | 2 | 4 | $0 | $0 | - |
| Lee K. Schwartz, M.D. Inc. Profit Sharing Plan | - | 4 | - | - | - |
| LEE K. SCHWARTZ, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 4 | - | - | - |
| 2002 | 1 | 5 | $0 | $0 | - |
| Lee K. Schwartz, M.D. Inc. Profit Sharing Plan | - | 5 | - | - | - |
| 2001 | 1 | 5 | $0 | $0 | - |
| Lee K. Schwartz, M.D. Inc. Profit Sharing Plan | - | 5 | - | - | - |