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SCHWARTZ LAW, PC 401K/PROFIT SHARING PLAN 401k Plan overview

Plan NameSCHWARTZ LAW, PC 401K/PROFIT SHARING PLAN
Plan identification number 001

SCHWARTZ LAW, PC 401K/PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SCHWARTZ LAW, PC has sponsored the creation of one or more 401k plans.

Company Name:SCHWARTZ LAW, PC
Employer identification number (EIN):471636242
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHWARTZ LAW, PC 401K/PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ERISA FIDUCIARY SERVICES2024-05-16
0012022-01-01EVAN SCHWARTZ2023-08-25
0012021-01-01EVAN SCHWARTZ2022-09-29
0012020-01-01ANGELA DANIELSON2021-09-13
0012019-01-01ANGELA DANIELSON2020-09-08
0012018-01-01ANGELA DANIELSON2019-09-24
0012017-01-01ANGELA DANIELSON2018-10-03
0012016-01-01ANGELA DANIELSON2017-10-09
0012015-01-01ANGELA DANIELSON2016-07-27

Plan Statistics for SCHWARTZ LAW, PC 401K/PROFIT SHARING PLAN

401k plan membership statisitcs for SCHWARTZ LAW, PC 401K/PROFIT SHARING PLAN

Measure Date Value
2025: SCHWARTZ LAW, PC 401K/PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-0818
Total number of particpants at end of year2025-05-0815
Number of Participants With Account Balances2025-05-0814
2024: SCHWARTZ LAW, PC 401K/PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-169
Total number of particpants at end of year2024-05-1618
Number of Participants With Account Balances2024-05-1615
2022: SCHWARTZ LAW, PC 401K/PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-2912
Total number of particpants at end of year2022-09-2912
Number of Participants With Account Balances2022-09-2912

Financial Data on SCHWARTZ LAW, PC 401K/PROFIT SHARING PLAN

Measure Date Value
2025 : SCHWARTZ LAW, PC 401K/PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-080
Total liabilities as of the end of the plan year2025-05-080
Total liabilities as of the beginning of the plan year2025-05-080
Total expenses incurred by plan in this plan year2025-05-081193135
Net assets as of the end of the plan year2025-05-083110691
Total assets as of the beginning of the plan year2025-05-083422667
Value of plan covered by a fidelity bond2025-05-08342267
Participant contributions to plan in this plan year2025-05-0870788
Value of participant loans at end of plan year2025-05-0885540
Other expenses paid from plan in this plan year2025-05-080
Other contributions to plan in this plan year2025-05-08115479
Other income to plan in this plan year2025-05-08644407
Plan net income in this plan year2025-05-08-311976
Net assets as of the end of the plan year2025-05-083110691
Net assets as of the beginning of the plan year2025-05-083422667
Employer contributions to plan in this plan year2025-05-0850485
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-0821983
2024 : SCHWARTZ LAW, PC 401K/PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-160
Total liabilities as of the end of the plan year2024-05-160
Total liabilities as of the beginning of the plan year2024-05-160
Total expenses incurred by plan in this plan year2024-05-16765223
Net assets as of the end of the plan year2024-05-163422667
Total assets as of the beginning of the plan year2024-05-163243171
Value of plan covered by a fidelity bond2024-05-1620000
Participant contributions to plan in this plan year2024-05-1674061
Value of participant loans at end of plan year2024-05-1652009
Other expenses paid from plan in this plan year2024-05-160
Other contributions to plan in this plan year2024-05-160
Other income to plan in this plan year2024-05-16823756
Plan net income in this plan year2024-05-16179496
Net assets as of the end of the plan year2024-05-163422667
Net assets as of the beginning of the plan year2024-05-163243171
Employer contributions to plan in this plan year2024-05-1646902
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-1634667
2022 : SCHWARTZ LAW, PC 401K/PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-2956262
Net assets as of the end of the plan year2022-09-294094480
Total assets as of the beginning of the plan year2022-09-293298670
Value of plan covered by a fidelity bond2022-09-2925000
Participant contributions to plan in this plan year2022-09-29102186
Other expenses paid from plan in this plan year2022-09-2928692
Other income to plan in this plan year2022-09-29710301
Plan net income in this plan year2022-09-29795810
Net assets as of the end of the plan year2022-09-294094480
Net assets as of the beginning of the plan year2022-09-293298670
Employer contributions to plan in this plan year2022-09-2939585

Potentially related plans

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