SCHWARTZ & SCHWARTZ PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCHWARTZ & SCHWARTZ PA 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : SCHWARTZ & SCHWARTZ PA 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-20 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-20 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-20 | 120 |
| Net assets as of the end of the plan year | 2025-06-20 | 567754 |
| Total assets as of the beginning of the plan year | 2025-06-20 | 397266 |
| Value of plan covered by a fidelity bond | 2025-06-20 | 39727 |
| Participant contributions to plan in this plan year | 2025-06-20 | 70245 |
| Other expenses paid from plan in this plan year | 2025-06-20 | 0 |
| Other contributions to plan in this plan year | 2025-06-20 | 0 |
| Other income to plan in this plan year | 2025-06-20 | 78217 |
| Plan net income in this plan year | 2025-06-20 | 170488 |
| Net assets as of the end of the plan year | 2025-06-20 | 567754 |
| Net assets as of the beginning of the plan year | 2025-06-20 | 397266 |
| Employer contributions to plan in this plan year | 2025-06-20 | 22146 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-20 | 120 |
| 2024 : SCHWARTZ & SCHWARTZ PA 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-12 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-12 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-12 | 120 |
| Net assets as of the end of the plan year | 2024-07-12 | 397266 |
| Total assets as of the beginning of the plan year | 2024-07-12 | 263910 |
| Value of plan covered by a fidelity bond | 2024-07-12 | 26391 |
| Participant contributions to plan in this plan year | 2024-07-12 | 51096 |
| Other expenses paid from plan in this plan year | 2024-07-12 | 0 |
| Other contributions to plan in this plan year | 2024-07-12 | 0 |
| Other income to plan in this plan year | 2024-07-12 | 64603 |
| Plan net income in this plan year | 2024-07-12 | 133356 |
| Net assets as of the end of the plan year | 2024-07-12 | 397266 |
| Net assets as of the beginning of the plan year | 2024-07-12 | 263910 |
| Employer contributions to plan in this plan year | 2024-07-12 | 17777 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-12 | 120 |
| 2022 : SCHWARTZ & SCHWARTZ PA 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-13 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-13 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-13 | 120 |
| Net assets as of the end of the plan year | 2022-07-13 | 286399 |
| Total assets as of the beginning of the plan year | 2022-07-13 | 203401 |
| Value of plan covered by a fidelity bond | 2022-07-13 | 20340 |
| Participant contributions to plan in this plan year | 2022-07-13 | 33620 |
| Other expenses paid from plan in this plan year | 2022-07-13 | 0 |
| Other contributions to plan in this plan year | 2022-07-13 | 0 |
| Other income to plan in this plan year | 2022-07-13 | 36516 |
| Plan net income in this plan year | 2022-07-13 | 82998 |
| Net assets as of the end of the plan year | 2022-07-13 | 286399 |
| Net assets as of the beginning of the plan year | 2022-07-13 | 203401 |
| Employer contributions to plan in this plan year | 2022-07-13 | 12982 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-13 | 120 |
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