SCHWARTZ & GINSBERG CPA'S P.C. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025: SCHWARTZ & GINSBERG 401K 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-06-13 | 5 |
| Total number of particpants at end of year | 2025-06-13 | 5 |
| Number of Participants With Account Balances | 2025-06-13 | 5 |
| 2024: SCHWARTZ & GINSBERG 401K 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-05-24 | 5 |
| Total number of particpants at end of year | 2024-05-24 | 5 |
| Number of Participants With Account Balances | 2024-05-24 | 5 |
| 2022: SCHWARTZ & GINSBERG 401K 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-07-05 | 5 |
| Total number of particpants at end of year | 2022-07-05 | 4 |
| Number of Participants With Account Balances | 2022-07-05 | 4 |
| Measure | Date | Value |
|---|
| 2025 : SCHWARTZ & GINSBERG 401K 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-13 | 193767 |
| Net assets as of the end of the plan year | 2025-06-13 | 7792366 |
| Total assets as of the beginning of the plan year | 2025-06-13 | 6408319 |
| Value of plan covered by a fidelity bond | 2025-06-13 | 800000 |
| Participant contributions to plan in this plan year | 2025-06-13 | 53500 |
| Other income to plan in this plan year | 2025-06-13 | 1441772 |
| Plan net income in this plan year | 2025-06-13 | 1384047 |
| Net assets as of the end of the plan year | 2025-06-13 | 7792366 |
| Net assets as of the beginning of the plan year | 2025-06-13 | 6408319 |
| Employer contributions to plan in this plan year | 2025-06-13 | 82542 |
| 2024 : SCHWARTZ & GINSBERG 401K 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-24 | 153627 |
| Net assets as of the end of the plan year | 2024-05-24 | 6408319 |
| Total assets as of the beginning of the plan year | 2024-05-24 | 5272935 |
| Value of plan covered by a fidelity bond | 2024-05-24 | 650000 |
| Participant contributions to plan in this plan year | 2024-05-24 | 41544 |
| Other income to plan in this plan year | 2024-05-24 | 1185842 |
| Plan net income in this plan year | 2024-05-24 | 1135384 |
| Net assets as of the end of the plan year | 2024-05-24 | 6408319 |
| Net assets as of the beginning of the plan year | 2024-05-24 | 5272935 |
| Employer contributions to plan in this plan year | 2024-05-24 | 61625 |
| 2022 : SCHWARTZ & GINSBERG 401K 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-05 | 354797 |
| Net assets as of the end of the plan year | 2022-07-05 | 6455242 |
| Total assets as of the beginning of the plan year | 2022-07-05 | 5611726 |
| Value of plan covered by a fidelity bond | 2022-07-05 | 600000 |
| Participant contributions to plan in this plan year | 2022-07-05 | 53300 |
| Other income to plan in this plan year | 2022-07-05 | 1068225 |
| Plan net income in this plan year | 2022-07-05 | 843516 |
| Net assets as of the end of the plan year | 2022-07-05 | 6455242 |
| Net assets as of the beginning of the plan year | 2022-07-05 | 5611726 |
| Employer contributions to plan in this plan year | 2022-07-05 | 76788 |
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