Richard J. Schwarzstein
Plan context: R. J. Schwarzstein Keogh Plan
EIN 95-2965433 • Newport Beach, CA • 18 filings • 8 plans
Current Snapshot
Latest Year
2016
2016 Participants
1
2016 Assets
$214,344
2016 Contributions
$15,000
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 1 | $214,344 | $0 | - |
| R. J. Schwarzstein Keogh Plan | - | 1 | $214,344 | - | - |
| 2015 | 1 | 2 | $207,810 | $0 | - |
| R. J. Schwarzstein Keogh Plan | - | 2 | $207,810 | - | - |
| 2014 | 1 | 2 | $233,150 | $0 | - |
| R. J. Schwarzstein Keogh Plan | - | 2 | $233,150 | - | - |
| 2013 | 1 | 2 | $228,051 | $0 | - |
| R. J. Schwarzstein Keogh Plan | - | 2 | $228,051 | - | - |
| 2012 | 1 | 2 | $182,481 | $0 | - |
| R. J. Schwarzstein Keogh Plan | - | 2 | $182,481 | - | - |
| 2011 | 1 | 2 | $172,767 | $0 | - |
| R. J. Schwarzstein Keogh Plan | - | 2 | $172,767 | - | - |
| 2010 | 1 | 2 | $202,775 | $0 | - |
| R. J. Schwarzstein Keogh Plan | - | 2 | $202,775 | - | - |
| 2009 | 1 | 2 | $205,536 | $0 | - |
| R. J. Schwarzstein Keogh Plan | - | 2 | $205,536 | - | - |
| 2008 | 1 | 2 | $0 | $0 | - |
| R. J. Schwarzstein Keogh Plan | - | 2 | - | - | - |
| 2007 | 1 | 2 | $267,409 | $0 | - |
| R. J. Schwarzstein Keogh Plan | - | 2 | $267,409 | - | - |
| 2006 | 1 | 2 | $271,116 | $0 | - |
| R. J. Schwarzstein Keogh Plan | - | 2 | $271,116 | - | - |
| 2005 | 1 | 2 | $237,009 | $0 | - |
| R. J. Schwarzstein Keogh Plan | - | 2 | $237,009 | - | - |
| 2004 | 1 | 2 | $238,411 | $0 | - |
| R. J. Schwarzstein Keogh Plan | - | 2 | $238,411 | - | - |
| 2003 | 1 | 2 | $225,972 | $0 | - |
| R. J. Schwarzstein Keogh Plan | - | 2 | $225,972 | - | - |
| 2002 | 1 | 2 | $173,350 | $0 | - |
| R. J. Schwarzstein Keogh Plan | - | 2 | $173,350 | - | - |
| 2001 | 1 | 2 | $230,122 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| R. J. Schwarzstein Keogh Plan | - | 2 | $230,122 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2000 | 1 | 2 | $0 | $0 | - |
| R. J. Schwarzstein Keogh Plan | - | 2 | - | - | - |
| 1999 | 1 | 2 | $353,057 | $0 | - |
| R. J. Schwarzstein Keogh Plan | - | 2 | $353,057 | - | - |