LAW OFFICES OF SCHWARTZ & CERA NY, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LAW OFFICE OF SCHWARTZ & CERA NY, PLLC 401(K) PSP
| Measure | Date | Value |
|---|
| 2023 : LAW OFFICE OF SCHWARTZ & CERA NY, PLLC 401(K) PSP 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $117,652 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $6,673 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $2,012,715 |
| Total plan assets at beginning of year | 2023-12-31 | $1,901,736 |
| Value of fidelity bond covering the plan | 2023-12-31 | $800,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $28,600 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $6,673 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $66,802 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $110,979 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,012,715 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,901,736 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $600,000 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $22,250 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $0 |
| 2022 : LAW OFFICE OF SCHWARTZ & CERA NY, PLLC 401(K) PSP 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-60,346 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $522 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $1,901,736 |
| Total plan assets at beginning of year | 2022-12-31 | $1,962,604 |
| Value of fidelity bond covering the plan | 2022-12-31 | $512,500 |
| Total contributions received or receivable from participants | 2022-12-31 | $27,000 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-108,846 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-60,868 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,901,736 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,962,604 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $465,000 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $21,500 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $522 |
| 2021 : LAW OFFICE OF SCHWARTZ & CERA NY, PLLC 401(K) PSP 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $207,078 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $449 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $1,962,604 |
| Total plan assets at beginning of year | 2021-12-31 | $1,755,975 |
| Value of fidelity bond covering the plan | 2021-12-31 | $512,500 |
| Total contributions received or receivable from participants | 2021-12-31 | $26,000 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $231,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $135,102 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $206,629 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,962,604 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,755,975 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $359,500 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $45,976 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $449 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : LAW OFFICE OF SCHWARTZ & CERA NY, PLLC 401(K) PSP 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $215,431 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $2,016 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $1,755,975 |
| Total plan assets at beginning of year | 2020-12-31 | $1,542,560 |
| Value of fidelity bond covering the plan | 2020-12-31 | $512,500 |
| Total contributions received or receivable from participants | 2020-12-31 | $26,000 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $345,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $142,671 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $213,415 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,755,975 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,542,560 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $215,000 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $46,760 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,016 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : LAW OFFICE OF SCHWARTZ & CERA NY, PLLC 401(K) PSP 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $261,636 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $3,106 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $1,542,560 |
| Total plan assets at beginning of year | 2019-12-31 | $1,284,030 |
| Value of fidelity bond covering the plan | 2019-12-31 | $405,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $25,000 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $345,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $193,504 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $258,530 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,542,560 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,284,030 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $150,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $43,132 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $3,106 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : LAW OFFICE OF SCHWARTZ & CERA NY, PLLC 401(K) PSP 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $106,663 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $2,508 |
| Total plan assets at end of year | 2018-12-31 | $1,284,030 |
| Total plan assets at beginning of year | 2018-12-31 | $1,179,875 |
| Value of fidelity bond covering the plan | 2018-12-31 | $405,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $24,500 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $345,000 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $85,772 |
| Other income received | 2018-12-31 | $-47,809 |
| Net income (gross income less expenses) | 2018-12-31 | $104,155 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,284,030 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,179,875 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $44,200 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,508 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : LAW OFFICE OF SCHWARTZ & CERA NY, PLLC 401(K) PSP 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $177,528 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,595 |
| Total plan assets at end of year | 2017-12-31 | $1,179,875 |
| Total plan assets at beginning of year | 2017-12-31 | $1,003,942 |
| Value of fidelity bond covering the plan | 2017-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $24,000 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $345,000 |
| Other income received | 2017-12-31 | $110,472 |
| Net income (gross income less expenses) | 2017-12-31 | $175,933 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,179,875 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,003,942 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $43,056 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,595 |
| 2016 : LAW OFFICE OF SCHWARTZ & CERA NY, PLLC 401(K) PSP 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $120,985 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,256 |
| Total plan assets at end of year | 2016-12-31 | $1,003,942 |
| Total plan assets at beginning of year | 2016-12-31 | $884,213 |
| Value of fidelity bond covering the plan | 2016-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $24,000 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $376,000 |
| Other income received | 2016-12-31 | $54,701 |
| Net income (gross income less expenses) | 2016-12-31 | $119,729 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,003,942 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $884,213 |
| Assets. Value of participant loans | 2016-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $42,284 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,256 |
| 2023: LAW OFFICE OF SCHWARTZ & CERA NY, PLLC 401(K) PSP 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: LAW OFFICE OF SCHWARTZ & CERA NY, PLLC 401(K) PSP 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: LAW OFFICE OF SCHWARTZ & CERA NY, PLLC 401(K) PSP 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: LAW OFFICE OF SCHWARTZ & CERA NY, PLLC 401(K) PSP 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: LAW OFFICE OF SCHWARTZ & CERA NY, PLLC 401(K) PSP 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: LAW OFFICE OF SCHWARTZ & CERA NY, PLLC 401(K) PSP 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: LAW OFFICE OF SCHWARTZ & CERA NY, PLLC 401(K) PSP 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: LAW OFFICE OF SCHWARTZ & CERA NY, PLLC 401(K) PSP 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |