Civic Intelligence

Joel L. Schwartz., M.D.

Plan context: Joel L. Schwartz, M.D. Money Purchase Pension Plan

EIN 95-3966868 • Beverly Hills, CA • 12 filings • 3 plans

9301 Wilshire Blvd., Suite 507Beverly Hills, CA 90210
Current Snapshot

Latest Year

2010

2010 Participants

1

2010 Assets

$532,003

2010 Contributions

$54,988

Historical Graphs

Total Assets Over Time

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

$1,239,651$619,826$0199920042010YearValue
$532,003Latest year 2010

Participants Over Time

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

630199920042010YearValue
1Latest year 2010

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
201011$532,003$0-
Joel L. Schwartz, M.D. Money Purchase Pension Plan-1$532,003$0-
200910$1,239,651$54,988-
Joel L. Schwartz, M.D. Money Purchase Pension Plan-0$1,239,651$54,988-
200815$1,033,763$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Joel L. Schwartz, M.D. Money Purchase Pension Plan-5$1,033,763$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200716$0$0-
Joel L. Schwartz, M.D. Money Purchase Pension Plan-6---
200616$1,012,628$48,996$8,166iApproximate average salary by contribution assumption: employee only about $204,150 at 4% or $136,100 at 6%; with 50% employer match about $136,100 at 4% or $90,733 at 6%; with 100% employer match about $102,075 at 4% or $68,050 at 6%.
Joel L. Schwartz, M.D. Money Purchase Pension Plan-6$1,012,628$48,996$8,166iApproximate average salary by contribution assumption: employee only about $204,150 at 4% or $136,100 at 6%; with 50% employer match about $136,100 at 4% or $90,733 at 6%; with 100% employer match about $102,075 at 4% or $68,050 at 6%.
200515$909,667$59,073$11,815iApproximate average salary by contribution assumption: employee only about $295,365 at 4% or $196,910 at 6%; with 50% employer match about $196,910 at 4% or $131,273 at 6%; with 100% employer match about $147,683 at 4% or $98,455 at 6%.
Joel L. Schwartz, M.D. Money Purchase Pension Plan-5$909,667$59,073$11,815iApproximate average salary by contribution assumption: employee only about $295,365 at 4% or $196,910 at 6%; with 50% employer match about $196,910 at 4% or $131,273 at 6%; with 100% employer match about $147,683 at 4% or $98,455 at 6%.
200414$797,856$55,530$13,883iApproximate average salary by contribution assumption: employee only about $347,063 at 4% or $231,375 at 6%; with 50% employer match about $231,375 at 4% or $154,250 at 6%; with 100% employer match about $173,531 at 4% or $115,688 at 6%.
Joel L. Schwartz, M.D. Money Purchase Pension Plan-4$797,856$55,530$13,883iApproximate average salary by contribution assumption: employee only about $347,063 at 4% or $231,375 at 6%; with 50% employer match about $231,375 at 4% or $154,250 at 6%; with 100% employer match about $173,531 at 4% or $115,688 at 6%.
200314$766,355$55,530$13,883iApproximate average salary by contribution assumption: employee only about $347,063 at 4% or $231,375 at 6%; with 50% employer match about $231,375 at 4% or $154,250 at 6%; with 100% employer match about $173,531 at 4% or $115,688 at 6%.
Joel L. Schwartz, M.D. Money Purchase Pension Plan-4$766,355$55,530$13,883iApproximate average salary by contribution assumption: employee only about $347,063 at 4% or $231,375 at 6%; with 50% employer match about $231,375 at 4% or $154,250 at 6%; with 100% employer match about $173,531 at 4% or $115,688 at 6%.
200212$632,585$49,975$24,988iApproximate average salary by contribution assumption: employee only about $624,688 at 4% or $416,458 at 6%; with 50% employer match about $416,458 at 4% or $277,639 at 6%; with 100% employer match about $312,344 at 4% or $208,229 at 6%.
Joel L. Schwartz, M.D. Money Purchase Pension Plan-2$632,585$49,975$24,988iApproximate average salary by contribution assumption: employee only about $624,688 at 4% or $416,458 at 6%; with 50% employer match about $416,458 at 4% or $277,639 at 6%; with 100% employer match about $312,344 at 4% or $208,229 at 6%.
200112$667,624$43,288$21,644iApproximate average salary by contribution assumption: employee only about $541,100 at 4% or $360,733 at 6%; with 50% employer match about $360,733 at 4% or $240,489 at 6%; with 100% employer match about $270,550 at 4% or $180,367 at 6%.
Joel L. Schwartz, M.D. Money Purchase Pension Plan-2$667,624$43,288$21,644iApproximate average salary by contribution assumption: employee only about $541,100 at 4% or $360,733 at 6%; with 50% employer match about $360,733 at 4% or $240,489 at 6%; with 100% employer match about $270,550 at 4% or $180,367 at 6%.
200012$655,407$38,676$19,338iApproximate average salary by contribution assumption: employee only about $483,450 at 4% or $322,300 at 6%; with 50% employer match about $322,300 at 4% or $214,867 at 6%; with 100% employer match about $241,725 at 4% or $161,150 at 6%.
Joel L. Schwartz, M.D. Money Purchase Pension Plan-2$655,407$38,676$19,338iApproximate average salary by contribution assumption: employee only about $483,450 at 4% or $322,300 at 6%; with 50% employer match about $322,300 at 4% or $214,867 at 6%; with 100% employer match about $241,725 at 4% or $161,150 at 6%.
199912$787,326$39,857$19,929iApproximate average salary by contribution assumption: employee only about $498,213 at 4% or $332,142 at 6%; with 50% employer match about $332,142 at 4% or $221,428 at 6%; with 100% employer match about $249,106 at 4% or $166,071 at 6%.
Joel L. Schwartz, M.D. Money Purchase Pension Plan-2$787,326$39,857$19,929iApproximate average salary by contribution assumption: employee only about $498,213 at 4% or $332,142 at 6%; with 50% employer match about $332,142 at 4% or $221,428 at 6%; with 100% employer match about $249,106 at 4% or $166,071 at 6%.