| Plan Name | SCHWARTZ & BALLEN PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | SCHWARTZ & BALLEN LLP |
| Employer identification number (EIN): | 521905487 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | GILBERT SCHWARTZ | 2023-08-28 | ||
| 001 | 2022-01-01 | GILBERT SCHWARTZ | 2023-03-22 | ||
| 001 | 2021-01-01 | GILBERT SCHWARTZ | 2022-04-11 | ||
| 001 | 2020-01-01 | GILBERT SCHWARTZ | 2021-03-15 | ||
| 001 | 2018-01-01 | GILBERT SCHWARTZ | 2019-05-10 | ||
| 001 | 2017-01-01 | GILBERT SCHWARTZ | 2018-06-05 | ||
| 001 | 2016-01-01 | GILBERT SCHWARTZ | 2017-06-29 | ||
| 001 | 2015-01-01 | GILBERT SCHWARTZ | 2016-06-09 | ||
| 001 | 2013-01-01 | GILBERT SCHWARTZ | 2014-05-08 | ||
| 001 | 2012-01-01 | GILBERT SCHWARTZ | 2013-09-11 | ||
| 001 | 2011-01-01 | GILBERT SCHWARTZ | 2012-06-18 | ||
| 001 | 2010-01-01 | GILBERT SCHWARTZ | 2011-08-26 |
| Measure | Date | Value |
|---|---|---|
| 2022: SCHWARTZ & BALLEN PROFIT SHARING PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-04-11 | 6 |
| Total number of particpants at end of year | 2022-04-11 | 6 |
| Number of Participants With Account Balances | 2022-04-11 | 6 |
| Measure | Date | Value |
|---|---|---|
| 2022 : SCHWARTZ & BALLEN PROFIT SHARING PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-04-11 | 104390 |
| Net assets as of the end of the plan year | 2022-04-11 | 5273893 |
| Total assets as of the beginning of the plan year | 2022-04-11 | 4752748 |
| Value of plan covered by a fidelity bond | 2022-04-11 | 500000 |
| Other income to plan in this plan year | 2022-04-11 | 625535 |
| Plan net income in this plan year | 2022-04-11 | 521145 |
| Net assets as of the end of the plan year | 2022-04-11 | 5273893 |
| Net assets as of the beginning of the plan year | 2022-04-11 | 4752748 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-11 | 16584 |