MICHAEL K. SCHWARTZ, D.D.S. AND JULIUS HYATT, D.D.S., P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCHWARTZ & HYATT DDS PA 401 K RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : SCHWARTZ & HYATT DDS PA 401 K RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-28 | 118868 |
| Net assets as of the end of the plan year | 2025-07-28 | 14312895 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 12840467 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 206329 |
| Value of participant loans at end of plan year | 2025-07-28 | 0 |
| Other income to plan in this plan year | 2025-07-28 | 1302538 |
| Plan net income in this plan year | 2025-07-28 | 1472428 |
| Net assets as of the end of the plan year | 2025-07-28 | 14312895 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 12840467 |
| Employer contributions to plan in this plan year | 2025-07-28 | 82429 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 65319 |
| 2024 : SCHWARTZ & HYATT DDS PA 401 K RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-12 | 227815 |
| Net assets as of the end of the plan year | 2024-10-12 | 12840467 |
| Total assets as of the beginning of the plan year | 2024-10-12 | 11028328 |
| Value of plan covered by a fidelity bond | 2024-10-12 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-12 | 202985 |
| Value of participant loans at end of plan year | 2024-10-12 | 1249 |
| Other income to plan in this plan year | 2024-10-12 | 1761037 |
| Plan net income in this plan year | 2024-10-12 | 1812139 |
| Net assets as of the end of the plan year | 2024-10-12 | 12840467 |
| Net assets as of the beginning of the plan year | 2024-10-12 | 11028328 |
| Employer contributions to plan in this plan year | 2024-10-12 | 75932 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-12 | 60897 |
| 2022 : SCHWARTZ & HYATT DDS PA 401 K RETIREMENT PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-12 | 122223 |
| Net assets as of the end of the plan year | 2022-10-12 | 12085455 |
| Total assets as of the beginning of the plan year | 2022-10-12 | 10186415 |
| Value of plan covered by a fidelity bond | 2022-10-12 | 50000 |
| Participant contributions to plan in this plan year | 2022-10-12 | 190665 |
| Value of participant loans at end of plan year | 2022-10-12 | 5448 |
| Other income to plan in this plan year | 2022-10-12 | 1757311 |
| Plan net income in this plan year | 2022-10-12 | 1899040 |
| Net assets as of the end of the plan year | 2022-10-12 | 12085455 |
| Net assets as of the beginning of the plan year | 2022-10-12 | 10186415 |
| Employer contributions to plan in this plan year | 2022-10-12 | 73287 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-12 | 59762 |
| 2010 : SCHWARTZ & HYATT DDS PA 401 K RETIREMENT 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 | $450,705 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $26,205 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $26,205 |
| Total plan assets at end of year | 2010-12-31 | $1,672,324 |
| Total plan assets at beginning of year | 2010-12-31 | $1,247,824 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $146,635 |
| 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 | $216,241 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $424,500 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,672,324 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,247,824 |
| Assets. Value of participant loans | 2010-12-31 | $8,511 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $87,829 |
| 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 |
