Civic Intelligence

Marc a. Schwartz, D.D.S., a PC

Plan context: Marc a. Schwartz, D.D.S., a PC Profit Sharing/401(K) Plan

EIN 94-3377797 • Belmont, CA • 26 filings • 9 plans

1600 El Camino Real, Suite ABelmont, CA 94002
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,646,933

2024 Contributions

$54,994

Historical Graphs

Total Assets Over Time

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

$1,646,933$823,467$0200220142024YearValue
$1,646,933Latest year 2024

Participants Over Time

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

840200220132024YearValue
6Latest 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
202416$1,646,933$54,994$9,166iApproximate average salary by contribution assumption: employee only about $229,142 at 4% or $152,761 at 6%; with 50% employer match about $152,761 at 4% or $101,841 at 6%; with 100% employer match about $114,571 at 4% or $76,381 at 6%.
Marc a. Schwartz, D.D.S., a PC Profit Sharing/401(K) Plan-6$1,646,933$54,994$9,166iApproximate average salary by contribution assumption: employee only about $229,142 at 4% or $152,761 at 6%; with 50% employer match about $152,761 at 4% or $101,841 at 6%; with 100% employer match about $114,571 at 4% or $76,381 at 6%.
202316$1,405,149$81,085$13,514iApproximate average salary by contribution assumption: employee only about $337,854 at 4% or $225,236 at 6%; with 50% employer match about $225,236 at 4% or $150,157 at 6%; with 100% employer match about $168,927 at 4% or $112,618 at 6%.
Marc a. Schwartz, D.D.S., a PC Profit Sharing/401(K) Plan-6$1,405,149$81,085$13,514iApproximate average salary by contribution assumption: employee only about $337,854 at 4% or $225,236 at 6%; with 50% employer match about $225,236 at 4% or $150,157 at 6%; with 100% employer match about $168,927 at 4% or $112,618 at 6%.
202218$1,203,360$80,730$10,091iApproximate average salary by contribution assumption: employee only about $252,281 at 4% or $168,188 at 6%; with 50% employer match about $168,188 at 4% or $112,125 at 6%; with 100% employer match about $126,141 at 4% or $84,094 at 6%.
Marc a. Schwartz, D.D.S., a PC Profit Sharing/401(K) Plan-8$1,203,360$80,730$10,091iApproximate average salary by contribution assumption: employee only about $252,281 at 4% or $168,188 at 6%; with 50% employer match about $168,188 at 4% or $112,125 at 6%; with 100% employer match about $126,141 at 4% or $84,094 at 6%.
202117$1,317,141$79,569$11,367iApproximate average salary by contribution assumption: employee only about $284,175 at 4% or $189,450 at 6%; with 50% employer match about $189,450 at 4% or $126,300 at 6%; with 100% employer match about $142,088 at 4% or $94,725 at 6%.
Marc a. Schwartz, D.D.S., a PC Profit Sharing/401(K) Plan-7$1,317,141$79,569$11,367iApproximate average salary by contribution assumption: employee only about $284,175 at 4% or $189,450 at 6%; with 50% employer match about $189,450 at 4% or $126,300 at 6%; with 100% employer match about $142,088 at 4% or $94,725 at 6%.
202016$1,166,404$75,457$12,576iApproximate average salary by contribution assumption: employee only about $314,404 at 4% or $209,603 at 6%; with 50% employer match about $209,603 at 4% or $139,735 at 6%; with 100% employer match about $157,202 at 4% or $104,801 at 6%.
Marc a. Schwartz, D.D.S., a PC Profit Sharing/401(K) Plan-6$1,166,404$75,457$12,576iApproximate average salary by contribution assumption: employee only about $314,404 at 4% or $209,603 at 6%; with 50% employer match about $209,603 at 4% or $139,735 at 6%; with 100% employer match about $157,202 at 4% or $104,801 at 6%.
201916$1,067,138$73,034$12,172iApproximate average salary by contribution assumption: employee only about $304,308 at 4% or $202,872 at 6%; with 50% employer match about $202,872 at 4% or $135,248 at 6%; with 100% employer match about $152,154 at 4% or $101,436 at 6%.
Marc a. Schwartz, D.D.S., a PC Profit Sharing/401(K) Plan-6$1,067,138$73,034$12,172iApproximate average salary by contribution assumption: employee only about $304,308 at 4% or $202,872 at 6%; with 50% employer match about $202,872 at 4% or $135,248 at 6%; with 100% employer match about $152,154 at 4% or $101,436 at 6%.
201814$836,398$51,367$12,842iApproximate average salary by contribution assumption: employee only about $321,044 at 4% or $214,029 at 6%; with 50% employer match about $214,029 at 4% or $142,686 at 6%; with 100% employer match about $160,522 at 4% or $107,015 at 6%.
Marc a. Schwartz, D.D.S., a PC Profit Sharing/401(K) Plan-4$836,398$51,367$12,842iApproximate average salary by contribution assumption: employee only about $321,044 at 4% or $214,029 at 6%; with 50% employer match about $214,029 at 4% or $142,686 at 6%; with 100% employer match about $160,522 at 4% or $107,015 at 6%.
201715$826,585$55,271$11,054iApproximate average salary by contribution assumption: employee only about $276,355 at 4% or $184,237 at 6%; with 50% employer match about $184,237 at 4% or $122,824 at 6%; with 100% employer match about $138,178 at 4% or $92,118 at 6%.
Marc a. Schwartz, D.D.S., a PC Profit Sharing/401(K) Plan-5$826,585$55,271$11,054iApproximate average salary by contribution assumption: employee only about $276,355 at 4% or $184,237 at 6%; with 50% employer match about $184,237 at 4% or $122,824 at 6%; with 100% employer match about $138,178 at 4% or $92,118 at 6%.
201616$678,660$59,585$9,931iApproximate average salary by contribution assumption: employee only about $248,271 at 4% or $165,514 at 6%; with 50% employer match about $165,514 at 4% or $110,343 at 6%; with 100% employer match about $124,135 at 4% or $82,757 at 6%.
Marc a. Schwartz, D.D.S., a PC Profit Sharing/401(K) Plan-6$678,660$59,585$9,931iApproximate average salary by contribution assumption: employee only about $248,271 at 4% or $165,514 at 6%; with 50% employer match about $165,514 at 4% or $110,343 at 6%; with 100% employer match about $124,135 at 4% or $82,757 at 6%.
201516$585,311$57,118$9,520iApproximate average salary by contribution assumption: employee only about $237,992 at 4% or $158,661 at 6%; with 50% employer match about $158,661 at 4% or $105,774 at 6%; with 100% employer match about $118,996 at 4% or $79,331 at 6%.
Marc a. Schwartz, D.D.S., a PC Profit Sharing/401(K) Plan-6$585,311$57,118$9,520iApproximate average salary by contribution assumption: employee only about $237,992 at 4% or $158,661 at 6%; with 50% employer match about $158,661 at 4% or $105,774 at 6%; with 100% employer match about $118,996 at 4% or $79,331 at 6%.
201414$534,143$42,627$10,657iApproximate average salary by contribution assumption: employee only about $266,419 at 4% or $177,613 at 6%; with 50% employer match about $177,613 at 4% or $118,408 at 6%; with 100% employer match about $133,209 at 4% or $88,806 at 6%.
Marc a. Schwartz, D.D.S., a PC Profit Sharing/401(K) Plan-4$534,143$42,627$10,657iApproximate average salary by contribution assumption: employee only about $266,419 at 4% or $177,613 at 6%; with 50% employer match about $177,613 at 4% or $118,408 at 6%; with 100% employer match about $133,209 at 4% or $88,806 at 6%.
201315$470,959$39,116$7,823iApproximate average salary by contribution assumption: employee only about $195,580 at 4% or $130,387 at 6%; with 50% employer match about $130,387 at 4% or $86,924 at 6%; with 100% employer match about $97,790 at 4% or $65,193 at 6%.
Marc a. Schwartz, D.D.S., a PC Profit Sharing/401(K) Plan-5$470,959$39,116$7,823iApproximate average salary by contribution assumption: employee only about $195,580 at 4% or $130,387 at 6%; with 50% employer match about $130,387 at 4% or $86,924 at 6%; with 100% employer match about $97,790 at 4% or $65,193 at 6%.
201213$367,132$50,783$16,928iApproximate average salary by contribution assumption: employee only about $423,192 at 4% or $282,128 at 6%; with 50% employer match about $282,128 at 4% or $188,085 at 6%; with 100% employer match about $211,596 at 4% or $141,064 at 6%.
Marc a. Schwartz, D.D.S., a PC Profit Sharing/401(K) Plan-3$367,132$50,783$16,928iApproximate average salary by contribution assumption: employee only about $423,192 at 4% or $282,128 at 6%; with 50% employer match about $282,128 at 4% or $188,085 at 6%; with 100% employer match about $211,596 at 4% or $141,064 at 6%.
201113$279,257$52,528$17,509iApproximate average salary by contribution assumption: employee only about $437,733 at 4% or $291,822 at 6%; with 50% employer match about $291,822 at 4% or $194,548 at 6%; with 100% employer match about $218,867 at 4% or $145,911 at 6%.
Marc a. Schwartz, D.D.S., a PC Profit Sharing/401(K) Plan-3$279,257$52,528$17,509iApproximate average salary by contribution assumption: employee only about $437,733 at 4% or $291,822 at 6%; with 50% employer match about $291,822 at 4% or $194,548 at 6%; with 100% employer match about $218,867 at 4% or $145,911 at 6%.
201013$232,795$45,182$15,061iApproximate average salary by contribution assumption: employee only about $376,517 at 4% or $251,011 at 6%; with 50% employer match about $251,011 at 4% or $167,341 at 6%; with 100% employer match about $188,258 at 4% or $125,506 at 6%.
Marc a. Schwartz, D.D.S., a PC Profit Sharing/401(K) Plan-3$232,795$45,182$15,061iApproximate average salary by contribution assumption: employee only about $376,517 at 4% or $251,011 at 6%; with 50% employer match about $251,011 at 4% or $167,341 at 6%; with 100% employer match about $188,258 at 4% or $125,506 at 6%.
200924$354,908$110,700$27,675iApproximate average salary by contribution assumption: employee only about $691,875 at 4% or $461,250 at 6%; with 50% employer match about $461,250 at 4% or $307,500 at 6%; with 100% employer match about $345,938 at 4% or $230,625 at 6%.
Marc a. Schwartz, D.D.S., a PC Profit Sharing/401(K) Plan-4$177,454$55,350$13,838iApproximate average salary by contribution assumption: employee only about $345,938 at 4% or $230,625 at 6%; with 50% employer match about $230,625 at 4% or $153,750 at 6%; with 100% employer match about $172,969 at 4% or $115,313 at 6%.
Marc a. Schwartz, D.D.S., a PC Profit Sharing/401(K) Plan-4$177,454$55,350$13,838iApproximate average salary by contribution assumption: employee only about $345,938 at 4% or $230,625 at 6%; with 50% employer match about $230,625 at 4% or $153,750 at 6%; with 100% employer match about $172,969 at 4% or $115,313 at 6%.
200825$93,714$90,531$18,106iApproximate average salary by contribution assumption: employee only about $452,655 at 4% or $301,770 at 6%; with 50% employer match about $301,770 at 4% or $201,180 at 6%; with 100% employer match about $226,328 at 4% or $150,885 at 6%.
Marc a. Schwartz, D.D.S., a PC Profit Sharing/401(K) Plan-5$93,714$90,531$18,106iApproximate average salary by contribution assumption: employee only about $452,655 at 4% or $301,770 at 6%; with 50% employer match about $301,770 at 4% or $201,180 at 6%; with 100% employer match about $226,328 at 4% or $150,885 at 6%.
Marc a. Schwartz, D.D.S. Simple 401K Plan-0---
200725$0$0-
Marc a. Schwartz, D.D.S. Simple 401K Plan-2---
Marc a. Schwartz, D.D.S., a PC Profit Sharing/401(K) Plan-5---
200613$49,771$25,236$8,412iApproximate average salary by contribution assumption: employee only about $210,300 at 4% or $140,200 at 6%; with 50% employer match about $140,200 at 4% or $93,467 at 6%; with 100% employer match about $105,150 at 4% or $70,100 at 6%.
Marc a. Schwartz, D.D.S. Simple 401K Plan-3$49,771$25,236$8,412iApproximate average salary by contribution assumption: employee only about $210,300 at 4% or $140,200 at 6%; with 50% employer match about $140,200 at 4% or $93,467 at 6%; with 100% employer match about $105,150 at 4% or $70,100 at 6%.
200512$50,242$10,607$5,304iApproximate average salary by contribution assumption: employee only about $132,588 at 4% or $88,392 at 6%; with 50% employer match about $88,392 at 4% or $58,928 at 6%; with 100% employer match about $66,294 at 4% or $44,196 at 6%.
Marc a. Schwartz, D.D.S. Simple 401K Plan-2$50,242$10,607$5,304iApproximate average salary by contribution assumption: employee only about $132,588 at 4% or $88,392 at 6%; with 50% employer match about $88,392 at 4% or $58,928 at 6%; with 100% employer match about $66,294 at 4% or $44,196 at 6%.
200412$36,985$15,055$7,528iApproximate average salary by contribution assumption: employee only about $188,188 at 4% or $125,458 at 6%; with 50% employer match about $125,458 at 4% or $83,639 at 6%; with 100% employer match about $94,094 at 4% or $62,729 at 6%.
Marc a. Schwartz, D.D.S. Simple 401K Plan-2$36,985$15,055$7,528iApproximate average salary by contribution assumption: employee only about $188,188 at 4% or $125,458 at 6%; with 50% employer match about $125,458 at 4% or $83,639 at 6%; with 100% employer match about $94,094 at 4% or $62,729 at 6%.
200313$18,641$11,792$3,931iApproximate average salary by contribution assumption: employee only about $98,267 at 4% or $65,511 at 6%; with 50% employer match about $65,511 at 4% or $43,674 at 6%; with 100% employer match about $49,133 at 4% or $32,756 at 6%.
Marc a. Schwartz, D.D.S. Simple 401K Plan-3$18,641$11,792$3,931iApproximate average salary by contribution assumption: employee only about $98,267 at 4% or $65,511 at 6%; with 50% employer match about $65,511 at 4% or $43,674 at 6%; with 100% employer match about $49,133 at 4% or $32,756 at 6%.
200211$4,193$4,180$4,180iApproximate average salary by contribution assumption: employee only about $104,500 at 4% or $69,667 at 6%; with 50% employer match about $69,667 at 4% or $46,444 at 6%; with 100% employer match about $52,250 at 4% or $34,833 at 6%.
Marc a. Schwartz, D.D.S. Simple 401K Plan-1$4,193$4,180$4,180iApproximate average salary by contribution assumption: employee only about $104,500 at 4% or $69,667 at 6%; with 50% employer match about $69,667 at 4% or $46,444 at 6%; with 100% employer match about $52,250 at 4% or $34,833 at 6%.