401k Plan data: PROFIT SHARING PLAN FOR RICHARD A. SCHWARTZ plan

PROFIT SHARING PLAN FOR RICHARD A. SCHWARTZ 401k Plan overview

Plan Name	PROFIT SHARING PLAN FOR RICHARD A. SCHWARTZ
Plan identification number	001

PROFIT SHARING PLAN FOR RICHARD A. SCHWARTZ Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

RICHARD A. SCHWARTZ has sponsored the creation of one or more 401k plans.

Company Name: RICHARD A. SCHWARTZ

Employer identification number (EIN): 042489463

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN FOR RICHARD A. SCHWARTZ

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 RICHARD SCHWARTZ RICHARD SCHWARTZ 2016-05-06
001 2014-01-01 RICHARD SCHWARTZ RICHARD SCHWARTZ 2015-06-09
001 2013-01-01 RICHARD SCHWARTZ 2014-06-23 RICHARD SCHWARTZ 2014-06-23
001 2012-01-01 RICHARD SCHWARTZ RICHARD SCHWARTZ 2013-06-24
001 2011-01-01 RICHARD SCHWARTZ
001 2010-01-01 RICHARD SCHWARTZ
001 2009-01-01 RICHARD SCHWARTZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	RICHARD SCHWARTZ		RICHARD SCHWARTZ	2016-05-06
001	2014-01-01	RICHARD SCHWARTZ		RICHARD SCHWARTZ	2015-06-09
001	2013-01-01	RICHARD SCHWARTZ	2014-06-23	RICHARD SCHWARTZ	2014-06-23
001	2012-01-01	RICHARD SCHWARTZ		RICHARD SCHWARTZ	2013-06-24
001	2011-01-01	RICHARD SCHWARTZ
001	2010-01-01	RICHARD SCHWARTZ
001	2009-01-01	RICHARD SCHWARTZ

Financial Data on PROFIT SHARING PLAN FOR RICHARD A. SCHWARTZ

Measure	Date	Value
2015 : PROFIT SHARING PLAN FOR RICHARD A. SCHWARTZ 2015 401k financial data
Transfers to/from the plan	2015-12-31	$-952,464
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$0
Expenses. Total of all expenses incurred	2015-12-31	$48,209
Benefits paid (including direct rollovers)	2015-12-31	$36,421
Total plan assets at end of year	2015-12-31	$0
Total plan assets at beginning of year	2015-12-31	$1,000,673
Value of fidelity bond covering the plan	2015-12-31	$15,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$11,738
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$0
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-48,209
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,000,673
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$50
2014 : PROFIT SHARING PLAN FOR RICHARD A. SCHWARTZ 2014 401k financial data
Transfers to/from the plan	2014-12-31	$35,527
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$-8,325
Expenses. Total of all expenses incurred	2014-12-31	$35,527
Benefits paid (including direct rollovers)	2014-12-31	$35,527
Total plan assets at end of year	2014-12-31	$965,146
Total plan assets at beginning of year	2014-12-31	$973,471
Value of fidelity bond covering the plan	2014-12-31	$15,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-8,325
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-43,852
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$965,146
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$973,471
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2012 : PROFIT SHARING PLAN FOR RICHARD A. SCHWARTZ 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$0
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$907,120
Total plan assets at beginning of year	2012-12-31	$852,265
Value of fidelity bond covering the plan	2012-12-31	$15,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$0
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$907,120
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$852,265
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : PROFIT SHARING PLAN FOR RICHARD A. SCHWARTZ 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$0
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$852,265
Total plan assets at beginning of year	2011-12-31	$860,825
Value of fidelity bond covering the plan	2011-12-31	$15,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$0
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$852,265
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$860,825
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : PROFIT SHARING PLAN FOR RICHARD A. SCHWARTZ 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$0
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$860,825
Total plan assets at beginning of year	2010-12-31	$817,039
Value of fidelity bond covering the plan	2010-12-31	$15,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$0
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$860,825
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$817,039
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for PROFIT SHARING PLAN FOR RICHARD A. SCHWARTZ

2015: PROFIT SHARING PLAN FOR RICHARD A. SCHWARTZ 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PROFIT SHARING PLAN FOR RICHARD A. SCHWARTZ 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2012: PROFIT SHARING PLAN FOR RICHARD A. SCHWARTZ 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PROFIT SHARING PLAN FOR RICHARD A. SCHWARTZ 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PROFIT SHARING PLAN FOR RICHARD A. SCHWARTZ 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PROFIT SHARING PLAN FOR RICHARD A. SCHWARTZ 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RICHARD A. SCHWARTZ
Employer identification number (EIN):	042489463
NAIC Classification:	621210
NAIC Description:	Offices of Dentists