Civic Intelligence

Richard a. Schwartz, a Professional

Plan context: Richard a. Schwartz, a Professional Corporation Profit Sharing Plan and Trust

EIN 95-4029108 • Thousand Oaks, CA • 12 filings • 3 plans

107 N. Reino Road, 116Thousand Oaks, CA 91320-3710
Current Snapshot

Latest Year

2012

2012 Participants

2

2012 Assets

$1,350,020

2012 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$1,350,020$675,010$0199920102011YearValue
$1,350,020Latest year 2011

Participants Over Time

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

210199920052011YearValue
2Latest year 2011

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
201210$0$0-
Richard a. Schwartz, a Professional Corporation Profit Sharing Plan and Trust-0$0$0-
201112$1,350,020$0-
Richard a. Schwartz, a Professional Corporation Profit Sharing Plan and Trust-2$1,350,020$0-
201012$1,277,912$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Richard a. Schwartz, a Professional Corporation Profit Sharing Plan and Trust-2$1,277,912$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200912$1,182,534$0-
Richard a. Schwartz, a Professional Corporation Profit Sharing Plan and Trust-2$1,182,534--
200712$0$0-
Richard a. Schwartz, a Professional Corporation Profit Sharing Plan and Trust-2---
200612$0$0-
Richard a. Schwartz, a Professional Corporation Profit Sharing Plan and Trust-2---
200512$0$0-
Richard a. Schwartz, a Professional Corporation Profit Sharing Plan and Trust-2---
200312$0$0-
Richard a. Schwartz, a Professional Corporation Profit Sharing Plan and Trust-2---
200212$0$0-
Richard a. Schwartz, a Professional Corporation Profit Sharing Plan and Trust-2---
200112$0$0-
Richard a. Schwartz, a Professional Corporation Profit Sharing Plan and Trust-2---
200012$0$0-
Richard a. Schwartz, a Professional Corporation Profit Sharing Plan and Trust-2---
199912$579,196$31,875$15,938iApproximate average salary by contribution assumption: employee only about $398,438 at 4% or $265,625 at 6%; with 50% employer match about $265,625 at 4% or $177,083 at 6%; with 100% employer match about $199,219 at 4% or $132,813 at 6%.
Richard a. Schwartz, a Professional Corporation Profit Sharing Plan and Trust-2$579,196$31,875$15,938iApproximate average salary by contribution assumption: employee only about $398,438 at 4% or $265,625 at 6%; with 50% employer match about $265,625 at 4% or $177,083 at 6%; with 100% employer match about $199,219 at 4% or $132,813 at 6%.