SCHWARTZ & SCHWARTZ, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCHWARTZ & SCHWARTZ, P.C. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : SCHWARTZ & SCHWARTZ, P.C. 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-27 | 14021 |
| Net assets as of the end of the plan year | 2025-07-27 | 5016771 |
| Total assets as of the beginning of the plan year | 2025-07-27 | 4064366 |
| Value of plan covered by a fidelity bond | 2025-07-27 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-27 | 214109 |
| Other income to plan in this plan year | 2025-07-27 | 671198 |
| Plan net income in this plan year | 2025-07-27 | 952405 |
| Net assets as of the end of the plan year | 2025-07-27 | 5016771 |
| Net assets as of the beginning of the plan year | 2025-07-27 | 4064366 |
| Employer contributions to plan in this plan year | 2025-07-27 | 81119 |
| 2024 : SCHWARTZ & SCHWARTZ, P.C. 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-22 | 114699 |
| Net assets as of the end of the plan year | 2024-05-22 | 4064366 |
| Total assets as of the beginning of the plan year | 2024-05-22 | 3314183 |
| Value of plan covered by a fidelity bond | 2024-05-22 | 400000 |
| Participant contributions to plan in this plan year | 2024-05-22 | 198794 |
| Other income to plan in this plan year | 2024-05-22 | 591223 |
| Plan net income in this plan year | 2024-05-22 | 750183 |
| Net assets as of the end of the plan year | 2024-05-22 | 4064366 |
| Net assets as of the beginning of the plan year | 2024-05-22 | 3314183 |
| Employer contributions to plan in this plan year | 2024-05-22 | 74865 |
| 2022 : SCHWARTZ & SCHWARTZ, P.C. 401(K) PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-09-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-09-13 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-13 | 12159 |
| Net assets as of the end of the plan year | 2022-09-13 | 3726333 |
| Total assets as of the beginning of the plan year | 2022-09-13 | 3016161 |
| Value of plan covered by a fidelity bond | 2022-09-13 | 300000 |
| Participant contributions to plan in this plan year | 2022-09-13 | 152301 |
| Other income to plan in this plan year | 2022-09-13 | 506683 |
| Plan net income in this plan year | 2022-09-13 | 710172 |
| Net assets as of the end of the plan year | 2022-09-13 | 3726333 |
| Net assets as of the beginning of the plan year | 2022-09-13 | 3016161 |
| Employer contributions to plan in this plan year | 2022-09-13 | 63347 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-13 | 129 |
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