SCHWARTZ, BARKIN & MITCHELL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCHWARTZ & BARKIN RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025: SCHWARTZ & BARKIN RETIREMENT PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-06-13 | 8 |
| Total number of particpants at end of year | 2025-06-13 | 8 |
| Number of Participants With Account Balances | 2025-06-13 | 7 |
| 2024: SCHWARTZ & BARKIN RETIREMENT PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-10 | 8 |
| Total number of particpants at end of year | 2024-07-10 | 8 |
| Number of Participants With Account Balances | 2024-07-10 | 7 |
| 2022: SCHWARTZ & BARKIN RETIREMENT PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-06-21 | 9 |
| Total number of particpants at end of year | 2022-06-21 | 7 |
| Number of Participants With Account Balances | 2022-06-21 | 7 |
| 2015: SCHWARTZ & BARKIN RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
| Total of all active and inactive participants | 2015-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 10 |
| Number of participants with account balances | 2015-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : SCHWARTZ & BARKIN RETIREMENT PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-06-13 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-13 | 0 |
| Net assets as of the end of the plan year | 2025-06-13 | 1944276 |
| Total assets as of the beginning of the plan year | 2025-06-13 | 1768985 |
| Value of plan covered by a fidelity bond | 2025-06-13 | 150000 |
| Participant contributions to plan in this plan year | 2025-06-13 | 10633 |
| Value of participant loans at end of plan year | 2025-06-13 | 18064 |
| Other income to plan in this plan year | 2025-06-13 | 162594 |
| Plan net income in this plan year | 2025-06-13 | 175291 |
| Net assets as of the end of the plan year | 2025-06-13 | 1944276 |
| Net assets as of the beginning of the plan year | 2025-06-13 | 1768985 |
| Value of employer contributions paid | 2025-06-13 | 0 |
| Employer contributions to plan in this plan year | 2025-06-13 | 2064 |
| 2024 : SCHWARTZ & BARKIN RETIREMENT PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-07-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-10 | 0 |
| Net assets as of the end of the plan year | 2024-07-10 | 1768985 |
| Total assets as of the beginning of the plan year | 2024-07-10 | 1523985 |
| Value of plan covered by a fidelity bond | 2024-07-10 | 150000 |
| Participant contributions to plan in this plan year | 2024-07-10 | 24850 |
| Value of participant loans at end of plan year | 2024-07-10 | 34149 |
| Other income to plan in this plan year | 2024-07-10 | 211465 |
| Plan net income in this plan year | 2024-07-10 | 245000 |
| Net assets as of the end of the plan year | 2024-07-10 | 1768985 |
| Net assets as of the beginning of the plan year | 2024-07-10 | 1523985 |
| Value of employer contributions paid | 2024-07-10 | 0 |
| Employer contributions to plan in this plan year | 2024-07-10 | 8685 |
| 2022 : SCHWARTZ & BARKIN RETIREMENT PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-21 | 337508 |
| Net assets as of the end of the plan year | 2022-06-21 | 1778125 |
| Total assets as of the beginning of the plan year | 2022-06-21 | 1873678 |
| Value of plan covered by a fidelity bond | 2022-06-21 | 150000 |
| Participant contributions to plan in this plan year | 2022-06-21 | 27810 |
| Other expenses paid from plan in this plan year | 2022-06-21 | 0 |
| Other income to plan in this plan year | 2022-06-21 | 203063 |
| Plan net income in this plan year | 2022-06-21 | -95553 |
| Net assets as of the end of the plan year | 2022-06-21 | 1778125 |
| Net assets as of the beginning of the plan year | 2022-06-21 | 1873678 |
| Value of employer contributions paid | 2022-06-21 | 0 |
| Employer contributions to plan in this plan year | 2022-06-21 | 11082 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-21 | 0 |
| 2015 : SCHWARTZ & BARKIN RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $4,855 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $63,167 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $63,167 |
| Total plan assets at end of year | 2015-12-31 | $1,266,063 |
| Total plan assets at beginning of year | 2015-12-31 | $1,324,375 |
| Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $30,483 |
| Other income received | 2015-12-31 | $-33,479 |
| Net income (gross income less expenses) | 2015-12-31 | $-58,312 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,266,063 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,324,375 |
| Assets. Value of participant loans | 2015-12-31 | $5,291 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $7,851 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
