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SCHWARTZ & GREENBAUM, LLC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameSCHWARTZ & GREENBAUM, LLC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

SCHWARTZ & GREENBAUM, LLC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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 & GREENBAUM, LLC has sponsored the creation of one or more 401k plans.

Company Name:SCHWARTZ & GREENBAUM, LLC
Employer identification number (EIN):475239589
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHWARTZ & GREENBAUM, LLC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012018-01-01
0012017-01-01
0012016-01-01

Plan Statistics for SCHWARTZ & GREENBAUM, LLC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for SCHWARTZ & GREENBAUM, LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: SCHWARTZ & GREENBAUM, LLC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-04-236
Total number of particpants at end of year2025-04-237
Number of Participants With Account Balances2025-04-236
2024: SCHWARTZ & GREENBAUM, LLC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-08-087
Total number of particpants at end of year2024-08-086
Number of Participants With Account Balances2024-08-085
2022: SCHWARTZ & GREENBAUM, LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-05-067
Total number of particpants at end of year2022-05-068
Number of Participants With Account Balances2022-05-067

Financial Data on SCHWARTZ & GREENBAUM, LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : SCHWARTZ & GREENBAUM, LLC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-230
Net assets as of the end of the plan year2025-04-231273230
Total assets as of the beginning of the plan year2025-04-231065145
Value of plan covered by a fidelity bond2025-04-23200000
Participant contributions to plan in this plan year2025-04-2369926
Other contributions to plan in this plan year2025-04-230
Other income to plan in this plan year2025-04-23119478
Plan net income in this plan year2025-04-23208085
Net assets as of the end of the plan year2025-04-231273230
Net assets as of the beginning of the plan year2025-04-231065145
Employer contributions to plan in this plan year2025-04-2318681
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-230
2024 : SCHWARTZ & GREENBAUM, LLC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-08108583
Net assets as of the end of the plan year2024-08-081065145
Total assets as of the beginning of the plan year2024-08-08947249
Value of plan covered by a fidelity bond2024-08-08120000
Participant contributions to plan in this plan year2024-08-0863576
Other income to plan in this plan year2024-08-08146410
Plan net income in this plan year2024-08-08117896
Net assets as of the end of the plan year2024-08-081065145
Net assets as of the beginning of the plan year2024-08-08947249
Employer contributions to plan in this plan year2024-08-0816493
2022 : SCHWARTZ & GREENBAUM, LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Net assets as of the end of the plan year2022-05-061058420
Total assets as of the beginning of the plan year2022-05-06879405
Value of plan covered by a fidelity bond2022-05-06110000
Participant contributions to plan in this plan year2022-05-0658445
Other income to plan in this plan year2022-05-06101676
Plan net income in this plan year2022-05-06179015
Net assets as of the end of the plan year2022-05-061058420
Net assets as of the beginning of the plan year2022-05-06879405
Employer contributions to plan in this plan year2022-05-0618894

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