JAMES M SWARTZ, PT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES M. SWARTZ, PT PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES M. SWARTZ, PT PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-23 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-23 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-23 | 173 |
| Net assets as of the end of the plan year | 2025-07-23 | 12259 |
| Total assets as of the beginning of the plan year | 2025-07-23 | 10653 |
| Value of plan covered by a fidelity bond | 2025-07-23 | 0 |
| Participant contributions to plan in this plan year | 2025-07-23 | 0 |
| Value of participant loans at end of plan year | 2025-07-23 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-23 | 0 |
| Other contributions to plan in this plan year | 2025-07-23 | 0 |
| Other income to plan in this plan year | 2025-07-23 | 1779 |
| Plan net income in this plan year | 2025-07-23 | 1606 |
| Net assets as of the end of the plan year | 2025-07-23 | 12259 |
| Net assets as of the beginning of the plan year | 2025-07-23 | 10653 |
| Employer contributions to plan in this plan year | 2025-07-23 | 0 |
| Fees paid to broker by Benefit Provider | 2025-07-23 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-23 | 173 |
| 2024 : JAMES M. SWARTZ, PT PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-31 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-31 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-31 | 149 |
| Net assets as of the end of the plan year | 2024-07-31 | 9950 |
| Total assets as of the beginning of the plan year | 2024-07-31 | 8327 |
| Participant contributions to plan in this plan year | 2024-07-31 | 0 |
| Other expenses paid from plan in this plan year | 2024-07-31 | 0 |
| Other contributions to plan in this plan year | 2024-07-31 | 0 |
| Other income to plan in this plan year | 2024-07-31 | 1772 |
| Plan net income in this plan year | 2024-07-31 | 1623 |
| Net assets as of the end of the plan year | 2024-07-31 | 9950 |
| Net assets as of the beginning of the plan year | 2024-07-31 | 8327 |
| Employer contributions to plan in this plan year | 2024-07-31 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-31 | 149 |
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