JOHN H. SCHWARTZ, D.C., CO.
Plan context: Jon H. Schwartz, D.C. Co.
EIN 95-4140555 • Manhattan Beach, CA • 23 filings • 10 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$2,173,577
2019 Contributions
$20,000
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 1 | $2,173,577 | $0 | - |
| Jon H. Schwartz, D.C. Co. | - | 1 | $2,173,577 | $0 | - |
| 2018 | 1 | 1 | $1,963,087 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Jon H. Schwartz, D.C. Co. | - | 1 | $1,963,087 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2017 | 1 | 2 | $2,071,425 | $22,072 | $11,036iApproximate average salary by contribution assumption: employee only about $275,900 at 4% or $183,933 at 6%; with 50% employer match about $183,933 at 4% or $122,622 at 6%; with 100% employer match about $137,950 at 4% or $91,967 at 6%. |
| Jon H. Schwartz, D.C. Co. | - | 2 | $2,071,425 | $22,072 | $11,036iApproximate average salary by contribution assumption: employee only about $275,900 at 4% or $183,933 at 6%; with 50% employer match about $183,933 at 4% or $122,622 at 6%; with 100% employer match about $137,950 at 4% or $91,967 at 6%. |
| 2016 | 1 | 2 | $1,940,525 | $35,000 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| Jon H. Schwartz, D.C. Co. | - | 2 | $1,940,525 | $35,000 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| 2015 | 1 | 2 | $1,823,651 | $50,040 | $25,020iApproximate average salary by contribution assumption: employee only about $625,500 at 4% or $417,000 at 6%; with 50% employer match about $417,000 at 4% or $278,000 at 6%; with 100% employer match about $312,750 at 4% or $208,500 at 6%. |
| Jon H. Schwartz, D.C. Co. | - | 2 | $1,823,651 | $50,040 | $25,020iApproximate average salary by contribution assumption: employee only about $625,500 at 4% or $417,000 at 6%; with 50% employer match about $417,000 at 4% or $278,000 at 6%; with 100% employer match about $312,750 at 4% or $208,500 at 6%. |
| 2014 | 1 | 2 | $1,725,044 | $52,139 | $26,070iApproximate average salary by contribution assumption: employee only about $651,738 at 4% or $434,492 at 6%; with 50% employer match about $434,492 at 4% or $289,661 at 6%; with 100% employer match about $325,869 at 4% or $217,246 at 6%. |
| Jon H. Schwartz, D.C. Co. | - | 2 | $1,725,044 | $52,139 | $26,070iApproximate average salary by contribution assumption: employee only about $651,738 at 4% or $434,492 at 6%; with 50% employer match about $434,492 at 4% or $289,661 at 6%; with 100% employer match about $325,869 at 4% or $217,246 at 6%. |
| 2013 | 1 | 2 | $1,562,936 | $55,229 | $27,615iApproximate average salary by contribution assumption: employee only about $690,363 at 4% or $460,242 at 6%; with 50% employer match about $460,242 at 4% or $306,828 at 6%; with 100% employer match about $345,181 at 4% or $230,121 at 6%. |
| Jon H. Schwartz, D.C. Co. | - | 2 | $1,562,936 | $55,229 | $27,615iApproximate average salary by contribution assumption: employee only about $690,363 at 4% or $460,242 at 6%; with 50% employer match about $460,242 at 4% or $306,828 at 6%; with 100% employer match about $345,181 at 4% or $230,121 at 6%. |
| 2012 | 1 | 2 | $1,445,397 | $47,953 | $23,977iApproximate average salary by contribution assumption: employee only about $599,413 at 4% or $399,608 at 6%; with 50% employer match about $399,608 at 4% or $266,406 at 6%; with 100% employer match about $299,706 at 4% or $199,804 at 6%. |
| Jon H. Schwartz, D.C. Co. | - | 2 | $1,445,397 | $47,953 | $23,977iApproximate average salary by contribution assumption: employee only about $599,413 at 4% or $399,608 at 6%; with 50% employer match about $399,608 at 4% or $266,406 at 6%; with 100% employer match about $299,706 at 4% or $199,804 at 6%. |
| 2011 | 1 | 2 | $1,336,761 | $55,598 | $27,799iApproximate average salary by contribution assumption: employee only about $694,975 at 4% or $463,317 at 6%; with 50% employer match about $463,317 at 4% or $308,878 at 6%; with 100% employer match about $347,488 at 4% or $231,658 at 6%. |
| Jon H. Schwartz, D.C. Co. | - | 2 | $1,336,761 | $55,598 | $27,799iApproximate average salary by contribution assumption: employee only about $694,975 at 4% or $463,317 at 6%; with 50% employer match about $463,317 at 4% or $308,878 at 6%; with 100% employer match about $347,488 at 4% or $231,658 at 6%. |
| 2010 | 1 | 2 | $1,261,376 | $56,780 | $28,390iApproximate average salary by contribution assumption: employee only about $709,750 at 4% or $473,167 at 6%; with 50% employer match about $473,167 at 4% or $315,444 at 6%; with 100% employer match about $354,875 at 4% or $236,583 at 6%. |
| Jon H. Schwartz, D.C. Co. | - | 2 | $1,261,376 | $56,780 | $28,390iApproximate average salary by contribution assumption: employee only about $709,750 at 4% or $473,167 at 6%; with 50% employer match about $473,167 at 4% or $315,444 at 6%; with 100% employer match about $354,875 at 4% or $236,583 at 6%. |
| 2009 | 1 | 2 | $1,055,147 | $56,879 | $28,440iApproximate average salary by contribution assumption: employee only about $710,988 at 4% or $473,992 at 6%; with 50% employer match about $473,992 at 4% or $315,994 at 6%; with 100% employer match about $355,494 at 4% or $236,996 at 6%. |
| Jon H. Schwartz, D.C. Co. | - | 2 | $1,055,147 | $56,879 | $28,440iApproximate average salary by contribution assumption: employee only about $710,988 at 4% or $473,992 at 6%; with 50% employer match about $473,992 at 4% or $315,994 at 6%; with 100% employer match about $355,494 at 4% or $236,996 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Jon H. Schwartz, D.C. Co. | - | 2 | - | - | - |
| 2006 | 1 | 2 | $819,709 | $49,267 | $24,634iApproximate average salary by contribution assumption: employee only about $615,838 at 4% or $410,558 at 6%; with 50% employer match about $410,558 at 4% or $273,706 at 6%; with 100% employer match about $307,919 at 4% or $205,279 at 6%. |
| Jon H. Schwartz, D.C. Co. | - | 2 | $819,709 | $49,267 | $24,634iApproximate average salary by contribution assumption: employee only about $615,838 at 4% or $410,558 at 6%; with 50% employer match about $410,558 at 4% or $273,706 at 6%; with 100% employer match about $307,919 at 4% or $205,279 at 6%. |
| 2005 | 1 | 2 | $652,361 | $48,833 | $24,417iApproximate average salary by contribution assumption: employee only about $610,413 at 4% or $406,942 at 6%; with 50% employer match about $406,942 at 4% or $271,294 at 6%; with 100% employer match about $305,206 at 4% or $203,471 at 6%. |
| Jon H. Schwartz, D.C. Co. | - | 2 | $652,361 | $48,833 | $24,417iApproximate average salary by contribution assumption: employee only about $610,413 at 4% or $406,942 at 6%; with 50% employer match about $406,942 at 4% or $271,294 at 6%; with 100% employer match about $305,206 at 4% or $203,471 at 6%. |
| 2004 | 1 | 2 | $557,360 | $46,163 | $23,082iApproximate average salary by contribution assumption: employee only about $577,038 at 4% or $384,692 at 6%; with 50% employer match about $384,692 at 4% or $256,461 at 6%; with 100% employer match about $288,519 at 4% or $192,346 at 6%. |
| Jon H. Schwartz, D.C. Co. | - | 2 | $557,360 | $46,163 | $23,082iApproximate average salary by contribution assumption: employee only about $577,038 at 4% or $384,692 at 6%; with 50% employer match about $384,692 at 4% or $256,461 at 6%; with 100% employer match about $288,519 at 4% or $192,346 at 6%. |
| 2003 | 2 | 1 | $460,984 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Jon H. Schwartz, D.C. Co. | - | 1 | $460,984 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| JON H. SCHWARTZ, D.C., CO. MONEY PURCHASE PLAN | - | 0 | - | - | - |
| 2002 | 2 | 1 | $0 | $0 | - |
| JON H. SCHWARTZ, D.C., CO. MONEY PURCHASE PLAN | - | 1 | - | - | - |
| Jon H. Schwartz, D.C. Co. | - | 1 | - | - | - |
| 2001 | 2 | 1 | $0 | $0 | - |
| JON H. SCHWARTZ, D.C., CO MONEY PURCHASE PLAN AND TRUST | - | 1 | - | - | - |
| Jon H. Schwartz, D.C. Co. | - | 1 | - | - | - |
| 2000 | 2 | 1 | $526,792 | $6,500 | $6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%. |
| Jon H. Schwartz, D.C. Co. | - | 1 | $472,284 | $6,500 | $6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%. |
| JON H. SCHWARTZ DC CO MONEY PURCHASE PLAN AND TRUST | - | 1 | $54,508 | - | - |