401k Plan data: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN plan

MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN
Plan identification number	001

MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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.

401k Sponsoring company profile

MICHAEL J SCHWARTZ, CPA, P.C. has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL J SCHWARTZ, CPA, P.C.

Employer identification number (EIN): 461539797

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 MICHAEL J. SCHWARTZ
001 2017-01-01 MICHAEL J. SCHWARTZ
001 2016-01-01 MICHAEL J. SCHWARTZ
001 2015-01-01 MICHAEL J. SCHWARTZ
001 2014-01-01 MICHAEL J. SCHWARTZ MICHAEL J. SCHWARTZ
001 2014-01-01 MICHAEL J. SCHWARTZ MICHAEL J. SCHWARTZ
001 2014-01-01 MICHAEL J. SCHWARTZ
001 2013-01-01 MICHAEL J. SCHWARTZ MICHAEL J. SCHWARTZ 2014-07-16

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	MICHAEL J. SCHWARTZ
001	2017-01-01	MICHAEL J. SCHWARTZ
001	2016-01-01	MICHAEL J. SCHWARTZ
001	2015-01-01	MICHAEL J. SCHWARTZ
001	2014-01-01	MICHAEL J. SCHWARTZ	MICHAEL J. SCHWARTZ
001	2014-01-01	MICHAEL J. SCHWARTZ	MICHAEL J. SCHWARTZ
001	2014-01-01	MICHAEL J. SCHWARTZ
001	2013-01-01	MICHAEL J. SCHWARTZ	MICHAEL J. SCHWARTZ	2014-07-16

Plan Statistics for MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN

401k plan membership statisitcs for MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN

Measure Date Value
2022: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 1
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2022: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	1
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN

Measure	Date	Value
2022 : MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-106,935
Expenses. Total of all expenses incurred	2022-12-31	$8,460
Benefits paid (including direct rollovers)	2022-12-31	$2,925
Total plan assets at end of year	2022-12-31	$852,084
Total plan assets at beginning of year	2022-12-31	$967,479
Total contributions received or receivable from participants	2022-12-31	$27,283
Other income received	2022-12-31	$-167,501
Net income (gross income less expenses)	2022-12-31	$-115,395
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$852,084
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$967,479
Total contributions received or receivable from employer(s)	2022-12-31	$33,283
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$5,535
2021 : MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$170,309
Expenses. Total of all expenses incurred	2021-12-31	$41,610
Benefits paid (including direct rollovers)	2021-12-31	$35,822
Total plan assets at end of year	2021-12-31	$967,479
Total plan assets at beginning of year	2021-12-31	$838,780
Total contributions received or receivable from participants	2021-12-31	$28,385
Other income received	2021-12-31	$110,725
Net income (gross income less expenses)	2021-12-31	$128,699
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$967,479
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$838,780
Total contributions received or receivable from employer(s)	2021-12-31	$31,199
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$5,788
2020 : MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$156,216
Expenses. Total of all expenses incurred	2020-12-31	$4,512
Total plan assets at end of year	2020-12-31	$838,780
Total plan assets at beginning of year	2020-12-31	$687,076
Total contributions received or receivable from participants	2020-12-31	$27,265
Other income received	2020-12-31	$97,884
Net income (gross income less expenses)	2020-12-31	$151,704
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$838,780
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$687,076
Total contributions received or receivable from employer(s)	2020-12-31	$31,067
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$4,512
2019 : MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$147,028
Expenses. Total of all expenses incurred	2019-12-31	$3,922
Total plan assets at end of year	2019-12-31	$687,076
Total plan assets at beginning of year	2019-12-31	$543,970
Total contributions received or receivable from participants	2019-12-31	$26,122
Other income received	2019-12-31	$95,799
Net income (gross income less expenses)	2019-12-31	$143,106
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$687,076
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$543,970
Total contributions received or receivable from employer(s)	2019-12-31	$25,107
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$3,922
2018 : MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$22,491
Expenses. Total of all expenses incurred	2018-12-31	$3,510
Total plan assets at end of year	2018-12-31	$543,970
Total plan assets at beginning of year	2018-12-31	$524,989
Total contributions received or receivable from participants	2018-12-31	$28,581
Other income received	2018-12-31	$-20,104
Net income (gross income less expenses)	2018-12-31	$18,981
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$543,970
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$524,989
Total contributions received or receivable from employer(s)	2018-12-31	$14,014
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$3,510
2017 : MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$98,397
Expenses. Total of all expenses incurred	2017-12-31	$23,826
Benefits paid (including direct rollovers)	2017-12-31	$20,728
Total plan assets at end of year	2017-12-31	$524,989
Total plan assets at beginning of year	2017-12-31	$450,418
Total contributions received or receivable from participants	2017-12-31	$21,957
Other income received	2017-12-31	$67,128
Net income (gross income less expenses)	2017-12-31	$74,571
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$524,989
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$450,418
Total contributions received or receivable from employer(s)	2017-12-31	$9,312
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,098
2016 : MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$61,987
Expenses. Total of all expenses incurred	2016-12-31	$2,637
Total plan assets at end of year	2016-12-31	$450,418
Total plan assets at beginning of year	2016-12-31	$391,068
Total contributions received or receivable from participants	2016-12-31	$23,633
Other income received	2016-12-31	$27,404
Net income (gross income less expenses)	2016-12-31	$59,350
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$450,418
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$391,068
Total contributions received or receivable from employer(s)	2016-12-31	$10,950
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,637
2015 : MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$29,030
Expenses. Total of all expenses incurred	2015-12-31	$2,417
Total plan assets at end of year	2015-12-31	$391,068
Total plan assets at beginning of year	2015-12-31	$364,455
Total contributions received or receivable from participants	2015-12-31	$22,036
Other income received	2015-12-31	$-430
Net income (gross income less expenses)	2015-12-31	$26,613
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$391,068
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$364,455
Total contributions received or receivable from employer(s)	2015-12-31	$7,424
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,417
2014 : MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$41,992
Total plan assets at end of year	2014-12-31	$364,455
Total plan assets at beginning of year	2014-12-31	$322,463
Total contributions received or receivable from participants	2014-12-31	$17,817
Other income received	2014-12-31	$15,236
Net income (gross income less expenses)	2014-12-31	$41,992
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$364,455
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$322,463
Total contributions received or receivable from employer(s)	2014-12-31	$8,939
2013 : MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$323,992
Expenses. Total of all expenses incurred	2013-12-31	$1,529
Total plan assets at end of year	2013-12-31	$322,463
Total plan assets at beginning of year	2013-12-31	$0
Total contributions received or receivable from participants	2013-12-31	$7,000
Contributions received from other sources (not participants or employers)	2013-12-31	$287,606
Other income received	2013-12-31	$24,986
Net income (gross income less expenses)	2013-12-31	$322,463
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$322,463
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$4,400
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,529

Form 5500 Responses for MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN

2022: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MICHAEL J. SCHWARTZ CPA PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MICHAEL J SCHWARTZ, CPA, P.C.
Employer identification number (EIN):	461539797
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants