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SCHWARTZ & CO ENTERPRISES LIMITED 401(K) PLAN 401k Plan overview

Plan NameSCHWARTZ & CO ENTERPRISES LIMITED 401(K) PLAN
Plan identification number 001

SCHWARTZ & CO ENTERPRISES LIMITED 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Stock bonus
  • 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.
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

J.E. ADAMS INDUSTRIES, LTD has sponsored the creation of one or more 401k plans.

Company Name:J.E. ADAMS INDUSTRIES, LTD
Employer identification number (EIN):208202904
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHWARTZ & CO ENTERPRISES LIMITED 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KAREN POOL2024-06-11 KAREN POOL2024-06-11
0012022-01-01KAREN POOL2023-03-09 KAREN POOL2023-03-09
0012021-01-01KAREN POOL2022-03-16 KAREN POOL2022-03-16
0012020-01-01KAREN POOL2021-03-12 KAREN POOL2021-03-12
0012019-01-01KAREN POOL2020-04-08 KAREN POOL2020-04-08
0012018-01-01KAREN POOL2019-04-17 KAREN POOL2019-04-17
0012017-01-01KAREN POOL2018-04-11 KAREN POOL2018-04-11
0012016-01-01KAREN POOL2017-04-12 KAREN POOL2017-04-12
0012015-01-01KAREN POOL2016-04-13 KAREN POOL2016-04-13
0012014-01-01KAREN POOL KAREN POOL2015-06-12
0012014-01-01KAREN POOL2015-04-14 KAREN POOL2015-04-14
0012013-01-01KAREN POOL2014-04-16 KAREN POOL2014-04-16
0012012-01-01KAREN POOL2013-04-16 KAREN POOL2013-04-16
0012011-01-01KAREN POOL2012-04-18 KAREN POOL2012-04-18
0012010-01-01KAREN POOL2011-02-18 KAREN POOL2011-02-18

Financial Data on SCHWARTZ & CO ENTERPRISES LIMITED 401(K) PLAN

Measure Date Value
2025 : SCHWARTZ & CO ENTERPRISES LIMITED 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-02-11155861
Total liabilities as of the end of the plan year2025-02-110
Total liabilities as of the beginning of the plan year2025-02-110
Total expenses incurred by plan in this plan year2025-02-11129162
Net assets as of the end of the plan year2025-02-116115830
Total assets as of the beginning of the plan year2025-02-114820638
Value of plan covered by a fidelity bond2025-02-111000000
Participant contributions to plan in this plan year2025-02-11337810
Value of participant loans at end of plan year2025-02-1172043
Other expenses paid from plan in this plan year2025-02-110
Other contributions to plan in this plan year2025-02-110
Other income to plan in this plan year2025-02-11646928
Plan net income in this plan year2025-02-111139331
Net assets as of the end of the plan year2025-02-116115830
Net assets as of the beginning of the plan year2025-02-114820638
Employer contributions to plan in this plan year2025-02-11283755
Fees paid to broker by Benefit Provider2025-02-1112177
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-114415
2024 : SCHWARTZ & CO ENTERPRISES LIMITED 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-110
Total liabilities as of the end of the plan year2024-06-110
Total liabilities as of the beginning of the plan year2024-06-110
Total expenses incurred by plan in this plan year2024-06-1165283
Net assets as of the end of the plan year2024-06-114820638
Total assets as of the beginning of the plan year2024-06-113375026
Value of plan covered by a fidelity bond2024-06-111000000
Participant contributions to plan in this plan year2024-06-11319041
Value of participant loans at end of plan year2024-06-1174587
Other expenses paid from plan in this plan year2024-06-110
Other contributions to plan in this plan year2024-06-110
Other income to plan in this plan year2024-06-11634763
Plan net income in this plan year2024-06-111445612
Net assets as of the end of the plan year2024-06-114820638
Net assets as of the beginning of the plan year2024-06-113375026
Employer contributions to plan in this plan year2024-06-11557091
Fees paid to broker by Benefit Provider2024-06-118778
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-116690
2022 : SCHWARTZ & CO ENTERPRISES LIMITED 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-160
Total liabilities as of the end of the plan year2022-03-160
Total liabilities as of the beginning of the plan year2022-03-160
Total expenses incurred by plan in this plan year2022-03-1697930
Net assets as of the end of the plan year2022-03-163906119
Total assets as of the beginning of the plan year2022-03-163102783
Value of plan covered by a fidelity bond2022-03-161000000
Participant contributions to plan in this plan year2022-03-16281492
Value of participant loans at end of plan year2022-03-1627767
Other expenses paid from plan in this plan year2022-03-160
Other contributions to plan in this plan year2022-03-160
Other income to plan in this plan year2022-03-16519774
Plan net income in this plan year2022-03-16803336
Net assets as of the end of the plan year2022-03-163906119
Net assets as of the beginning of the plan year2022-03-163102783
Employer contributions to plan in this plan year2022-03-16100000
Fees paid to broker by Benefit Provider2022-03-167836
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-16687
2014 : SCHWARTZ & CO ENTERPRISES LIMITED 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$4,009,536
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$-3,263,031
Expenses. Total of all expenses incurred2014-12-31$138,114
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$608,391
Total plan assets at beginning of year2014-12-31$0
Value of fidelity bond covering the plan2014-12-31$2,000,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$138,114
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-3,568,209
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-3,401,145
Net plan assets at end of year (total assets less liabilities)2014-12-31$-3,401,145
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2014-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2014-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Assets. Value of employer securities2014-12-31$608,391
Total contributions received or receivable from employer(s)2014-12-31$305,178
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for SCHWARTZ & CO ENTERPRISES LIMITED 401(K) PLAN

2014: SCHWARTZ & CO ENTERPRISES LIMITED 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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