SCHWARTZ & ASSOCIATES LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCHWARTZ & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : SCHWARTZ & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-03 | 97192 |
| Net assets as of the end of the plan year | 2025-09-03 | 860523 |
| Total assets as of the beginning of the plan year | 2025-09-03 | 869599 |
| Value of plan covered by a fidelity bond | 2025-09-03 | 90000 |
| Participant contributions to plan in this plan year | 2025-09-03 | 30500 |
| Other income to plan in this plan year | 2025-09-03 | 52002 |
| Plan net income in this plan year | 2025-09-03 | -9076 |
| Net assets as of the end of the plan year | 2025-09-03 | 860523 |
| Net assets as of the beginning of the plan year | 2025-09-03 | 869599 |
| Employer contributions to plan in this plan year | 2025-09-03 | 5614 |
| Fees paid to broker by Benefit Provider | 2025-09-03 | 516 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-03 | 5438 |
| 2024 : SCHWARTZ & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-07 | 4838 |
| Net assets as of the end of the plan year | 2024-10-07 | 869599 |
| Total assets as of the beginning of the plan year | 2024-10-07 | 778618 |
| Value of plan covered by a fidelity bond | 2024-10-07 | 45932 |
| Participant contributions to plan in this plan year | 2024-10-07 | 30000 |
| Value of participant loans at end of plan year | 2024-10-07 | 9196 |
| Other income to plan in this plan year | 2024-10-07 | 59829 |
| Plan net income in this plan year | 2024-10-07 | 90981 |
| Net assets as of the end of the plan year | 2024-10-07 | 869599 |
| Net assets as of the beginning of the plan year | 2024-10-07 | 778618 |
| Employer contributions to plan in this plan year | 2024-10-07 | 5990 |
| Fees paid to broker by Benefit Provider | 2024-10-07 | 413 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-07 | 4838 |
| 2022 : SCHWARTZ & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-07 | 5499 |
| Net assets as of the end of the plan year | 2022-10-07 | 830773 |
| Total assets as of the beginning of the plan year | 2022-10-07 | 780449 |
| Value of plan covered by a fidelity bond | 2022-10-07 | 45932 |
| Participant contributions to plan in this plan year | 2022-10-07 | 26000 |
| Value of participant loans at end of plan year | 2022-10-07 | 19126 |
| Other income to plan in this plan year | 2022-10-07 | 24141 |
| Plan net income in this plan year | 2022-10-07 | 50324 |
| Net assets as of the end of the plan year | 2022-10-07 | 830773 |
| Net assets as of the beginning of the plan year | 2022-10-07 | 780449 |
| Employer contributions to plan in this plan year | 2022-10-07 | 5682 |
| Fees paid to broker by Benefit Provider | 2022-10-07 | 393 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-07 | 5499 |
| 2010 : SCHWARTZ & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $36,740 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $316,991 |
| Total plan assets at beginning of year | 2010-12-31 | $280,251 |
| Value of fidelity bond covering the plan | 2010-12-31 | $0 |
| Total contributions received or receivable from participants | 2010-12-31 | $21,283 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $-35,184 |
| Net income (gross income less expenses) | 2010-12-31 | $36,740 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $316,991 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $280,251 |
| Assets. Value of participant loans | 2010-12-31 | $7,052 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $50,641 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| 2009 : SCHWARTZ & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
