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SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 401k Plan overview

Plan NameSCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN
Plan identification number 001

SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

SCHWARTZ & SCHWARTZ PUBLIC ACCOUNT has sponsored the creation of one or more 401k plans.

Company Name:SCHWARTZ & SCHWARTZ PUBLIC ACCOUNT
Employer identification number (EIN):223646786
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012018-01-01
0012017-01-01CRAIG SCHWARTZ
0012016-01-01CRAIG SCHWARTZ
0012015-01-01CRAIG SCHWARTZ
0012014-01-01CRAIG A SCHWARTZ CRAIG SCHWARTZ2015-05-20
0012013-01-01CRAIG SCHWARTZ CRAIG SCHWARTZ2014-07-30
0012012-01-01CRAIG SCHWARTZ
0012011-01-01CRAIG A SCHWARTZ CRAIG A SCHWARTZ2012-06-08
0012010-01-01CRAIG A SCHWARTZ CRAIG A SCHWARTZ2011-07-15
0012009-01-01CRAIG A SCHWARTZ
0012009-01-01CRAIG A SCHWARTZ CRAIG A SCHWARTZ2010-12-15

Plan Statistics for SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN

401k plan membership statisitcs for SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN

Measure Date Value
2022: SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-012
2021: SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2018: SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
2017: SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
2011: SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2010: SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN

Measure Date Value
2022 : SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$0
Expenses. Total of all expenses incurred2022-12-31$86,033
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$495,517
Total plan assets at beginning of year2022-12-31$581,550
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$86,033
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$0
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-86,033
Net plan assets at end of year (total assets less liabilities)2022-12-31$495,517
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$581,550
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$38,930
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$581,550
Total plan assets at beginning of year2021-12-31$542,620
Total contributions received or receivable from participants2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$25,930
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$38,930
Net plan assets at end of year (total assets less liabilities)2021-12-31$581,550
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$542,620
Total contributions received or receivable from employer(s)2021-12-31$13,000
2018 : SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$65,857
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$411,732
Total plan assets at beginning of year2018-12-31$345,875
Other income received2018-12-31$65,857
Net income (gross income less expenses)2018-12-31$65,857
Net plan assets at end of year (total assets less liabilities)2018-12-31$411,732
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$345,875
2017 : SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$8,017
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$345,875
Total plan assets at beginning of year2017-12-31$337,858
Other income received2017-12-31$8,017
Net income (gross income less expenses)2017-12-31$8,017
Net plan assets at end of year (total assets less liabilities)2017-12-31$345,875
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$337,858
2016 : SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$0
Expenses. Total of all expenses incurred2016-12-31$18,204
Total plan assets at end of year2016-12-31$337,858
Total plan assets at beginning of year2016-12-31$356,062
Expenses. Other expenses not covered elsewhere2016-12-31$17,904
Net income (gross income less expenses)2016-12-31$-18,204
Net plan assets at end of year (total assets less liabilities)2016-12-31$337,858
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$356,062
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$300
2015 : SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$23,268
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$356,062
Total plan assets at beginning of year2015-12-31$332,794
Other income received2015-12-31$15,268
Net income (gross income less expenses)2015-12-31$23,268
Net plan assets at end of year (total assets less liabilities)2015-12-31$356,062
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$332,794
Total contributions received or receivable from employer(s)2015-12-31$8,000
2014 : SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$31,304
Total plan assets at end of year2014-12-31$332,794
Total plan assets at beginning of year2014-12-31$301,490
Other income received2014-12-31$25,304
Net income (gross income less expenses)2014-12-31$31,304
Net plan assets at end of year (total assets less liabilities)2014-12-31$332,794
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$301,490
Total contributions received or receivable from employer(s)2014-12-31$6,000
2013 : SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$63,507
Expenses. Total of all expenses incurred2013-12-31$100
Total plan assets at end of year2013-12-31$301,490
Total plan assets at beginning of year2013-12-31$238,083
Expenses. Other expenses not covered elsewhere2013-12-31$100
Other income received2013-12-31$53,507
Net income (gross income less expenses)2013-12-31$63,407
Net plan assets at end of year (total assets less liabilities)2013-12-31$301,490
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$238,083
Total contributions received or receivable from employer(s)2013-12-31$10,000
2012 : SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total income from all sources2012-12-31$30,371
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$238,083
Total plan assets at beginning of year2012-12-31$207,712
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Other income received2012-12-31$30,371
Net income (gross income less expenses)2012-12-31$30,371
Net plan assets at end of year (total assets less liabilities)2012-12-31$238,083
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$207,712
Total contributions received or receivable from employer(s)2012-12-31$0
2011 : SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-6,423
Total plan assets at end of year2011-12-31$207,712
Total plan assets at beginning of year2011-12-31$214,135
Other income received2011-12-31$-16,423
Net income (gross income less expenses)2011-12-31$-6,423
Net plan assets at end of year (total assets less liabilities)2011-12-31$207,712
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$214,135
Total contributions received or receivable from employer(s)2011-12-31$10,000
2010 : SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$33,690
Total plan assets at end of year2010-12-31$214,135
Total plan assets at beginning of year2010-12-31$180,445
Other income received2010-12-31$21,690
Net income (gross income less expenses)2010-12-31$33,690
Net plan assets at end of year (total assets less liabilities)2010-12-31$214,135
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$180,445
Total contributions received or receivable from employer(s)2010-12-31$12,000

Form 5500 Responses for SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN

2022: SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement - TrustYes
2018: SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SCHWARTZ & SCHWARTZ PUBLIC ACCOUNTANTS PA PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement - TrustYes

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