401k Plan data: SCHWARTZ & HYATT, D.D.S., P.A. CASH BALANCE PENSION PLAN plan

SCHWARTZ & HYATT, D.D.S., P.A. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	SCHWARTZ & HYATT, D.D.S., P.A. CASH BALANCE PENSION PLAN
Plan identification number	002

SCHWARTZ & HYATT, D.D.S., P.A. CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

MICHAEL K. SCHWARTZ, D.D.S. AND JULIUS HYATT, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL K. SCHWARTZ, D.D.S. AND JULIUS HYATT, D.D.S., P.A.

Employer identification number (EIN): 521297864

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHWARTZ & HYATT, D.D.S., P.A. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2011-01-01 MICHAEL K SCHWARTZ DDS MICHAEL K SCHWARTZ DDS 2012-10-15
002 2009-01-01 MICHAEL K SCHWARTZ DDS MICHAEL K SCHWARTZ DDS 2010-10-15

Financial Data on SCHWARTZ & HYATT, D.D.S., P.A. CASH BALANCE PENSION PLAN

Measure	Date	Value
2014 : SCHWARTZ & HYATT, D.D.S., P.A. CASH BALANCE PENSION PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$94,597
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$4,373,943
Total plan assets at beginning of year	2014-12-31	$4,279,346
Value of fidelity bond covering the plan	2014-12-31	$450,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$94,597
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$94,597
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,373,943
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,279,346
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SCHWARTZ & HYATT, D.D.S., P.A. CASH BALANCE PENSION PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$939,427
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$4,279,346
Total plan assets at beginning of year	2013-12-31	$3,339,919
Value of fidelity bond covering the plan	2013-12-31	$2,800,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$525,427
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$939,427
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,279,346
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,339,919
Total contributions received or receivable from employer(s)	2013-12-31	$414,000
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2011 : SCHWARTZ & HYATT, D.D.S., P.A. CASH BALANCE PENSION PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$408,201
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$2,735,757
Total plan assets at beginning of year	2011-12-31	$2,327,556
Value of fidelity bond covering the plan	2011-12-31	$2,800,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-35,419
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$408,201
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,735,757
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,327,556
Total contributions received or receivable from employer(s)	2011-12-31	$443,620
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SCHWARTZ & HYATT, D.D.S., P.A. CASH BALANCE PENSION PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$688,991
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$2,327,556
Total plan assets at beginning of year	2010-12-31	$1,638,565
Value of fidelity bond covering the plan	2010-12-31	$2,400,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$223,059
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$688,991
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,327,556
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,638,565
Total contributions received or receivable from employer(s)	2010-12-31	$465,932
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for SCHWARTZ & HYATT, D.D.S., P.A. CASH BALANCE PENSION PLAN

2014: SCHWARTZ & HYATT, D.D.S., P.A. CASH BALANCE PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SCHWARTZ & HYATT, D.D.S., P.A. CASH BALANCE PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2011: SCHWARTZ & HYATT, D.D.S., P.A. CASH BALANCE PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SCHWARTZ & HYATT, D.D.S., P.A. CASH BALANCE PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MICHAEL K. SCHWARTZ, D.D.S. AND JULIUS HYATT, D.D.S., P.A.
Employer identification number (EIN):	521297864
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2011-01-01	MICHAEL K SCHWARTZ DDS	MICHAEL K SCHWARTZ DDS	2012-10-15
002	2009-01-01	MICHAEL K SCHWARTZ DDS	MICHAEL K SCHWARTZ DDS	2010-10-15