401k Plan data: WILLIAM J. SCHWARZ, P.T., P.C. PROFIT SHARING PLAN plan

WILLIAM J. SCHWARZ, P.T., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	WILLIAM J. SCHWARZ, P.T., P.C. PROFIT SHARING PLAN
Plan identification number	002

WILLIAM J. SCHWARZ, P.T., P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WILLIAM J. SCHWARZ, P.T., P.C. has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM J. SCHWARZ, P.T., P.C.

Employer identification number (EIN): 113493008

NAIC Classification: 621340
NAIC Description: Offices of Physical, Occupational and Speech Therapists, and Audiologists

Additional information about WILLIAM J. SCHWARZ, P.T., P.C.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1999-06-09

Company Identification Number: 2386667

Legal Registered Office Address: 5700 MERRICK ROAD
Nassau
MASSAPEQUA
United States of America (USA)
11758

More information about WILLIAM J. SCHWARZ, P.T., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM J. SCHWARZ, P.T., P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 WILLIAM J. SCHWARTZ, P.T. 2013-08-21 WILLIAM J. SCHWARTZ, P.T. 2013-08-21
002 2011-01-01 WILLIAM J. SCHWARTZ, P.T. 2012-07-02 WILLIAM J. SCHWARTZ, P.T. 2012-07-02
002 2010-01-01 WILLIAM J. SCHWARTZ, P.T. 2011-09-02 WILLIAM J. SCHWARTZ, P.T. 2011-09-02

Plan Statistics for WILLIAM J. SCHWARZ, P.T., P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM J. SCHWARZ, P.T., P.C. PROFIT SHARING PLAN

Measure Date Value
2024: WILLIAM J. SCHWARZ, P.T., P.C. PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-07-02 47
Total number of particpants at end of year 2024-07-02 45
Number of Participants With Account Balances 2024-07-02 30
2022: WILLIAM J. SCHWARZ, P.T., P.C. PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-10-11 24
Total number of particpants at end of year 2022-10-11 22
Number of Participants With Account Balances 2022-10-11 18

Measure	Date	Value
2024: WILLIAM J. SCHWARZ, P.T., P.C. PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-02	47
Total number of particpants at end of year	2024-07-02	45
Number of Participants With Account Balances	2024-07-02	30
2022: WILLIAM J. SCHWARZ, P.T., P.C. PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-10-11	24
Total number of particpants at end of year	2022-10-11	22
Number of Participants With Account Balances	2022-10-11	18

Financial Data on WILLIAM J. SCHWARZ, P.T., P.C. PROFIT SHARING PLAN

Measure	Date	Value
2024 : WILLIAM J. SCHWARZ, P.T., P.C. PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-07-02	0
Total expenses incurred by plan in this plan year	2024-07-02	13932
Net assets as of the end of the plan year	2024-07-02	2095887
Total assets as of the beginning of the plan year	2024-07-02	1662177
Participant contributions to plan in this plan year	2024-07-02	89331
Other income to plan in this plan year	2024-07-02	298763
Plan net income in this plan year	2024-07-02	433710
Net assets as of the end of the plan year	2024-07-02	2095887
Net assets as of the beginning of the plan year	2024-07-02	1662177
Value of contributions failed to transmitted timely	2024-07-02	2251
Employer contributions to plan in this plan year	2024-07-02	59548
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-02	13932
2022 : WILLIAM J. SCHWARZ, P.T., P.C. PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-10-11	0
Total liabilities as of the end of the plan year	2022-10-11	0
Total liabilities as of the beginning of the plan year	2022-10-11	0
Total expenses incurred by plan in this plan year	2022-10-11	11986
Net assets as of the end of the plan year	2022-10-11	1861584
Total assets as of the beginning of the plan year	2022-10-11	1533972
Participant contributions to plan in this plan year	2022-10-11	61979
Other expenses paid from plan in this plan year	2022-10-11	0
Other contributions to plan in this plan year	2022-10-11	0
Other income to plan in this plan year	2022-10-11	240993
Plan net income in this plan year	2022-10-11	327612
Net assets as of the end of the plan year	2022-10-11	1861584
Net assets as of the beginning of the plan year	2022-10-11	1533972
Employer contributions to plan in this plan year	2022-10-11	36626
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-11	11986

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	WILLIAM J. SCHWARZ, P.T., P.C.
Employer identification number (EIN):	113493008
NAIC Classification:	621340
NAIC Description:	Offices of Physical, Occupational and Speech Therapists, and Audiologists

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1999-06-09
Company Identification Number:	2386667
Legal Registered Office Address:	5700 MERRICK ROAD Nassau MASSAPEQUA United States of America (USA) 11758

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	WILLIAM J. SCHWARTZ, P.T.	2013-08-21	WILLIAM J. SCHWARTZ, P.T.	2013-08-21
002	2011-01-01	WILLIAM J. SCHWARTZ, P.T.	2012-07-02	WILLIAM J. SCHWARTZ, P.T.	2012-07-02
002	2010-01-01	WILLIAM J. SCHWARTZ, P.T.	2011-09-02	WILLIAM J. SCHWARTZ, P.T.	2011-09-02