SCHWARTZ & SHAW, P.L.L.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCHWARTZ & SHAW, P.L.L.C. 401K PROFIT SHARING PLAN
401k plan membership statisitcs for SCHWARTZ & SHAW, P.L.L.C. 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2021: SCHWARTZ & SHAW, P.L.L.C. 401K PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 12 |
| Total of all active and inactive participants | 2021-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 18 |
| Number of participants with account balances | 2021-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: SCHWARTZ & SHAW, P.L.L.C. 401K PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 3 |
| Total of all active and inactive participants | 2020-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 20 |
| Number of participants with account balances | 2020-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
| 2019: SCHWARTZ & SHAW, P.L.L.C. 401K PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 18 |
| Number of participants with account balances | 2019-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
| 2018: SCHWARTZ & SHAW, P.L.L.C. 401K PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 13 |
| Number of participants with account balances | 2018-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2021 : SCHWARTZ & SHAW, P.L.L.C. 401K PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $546,115 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $187,285 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $168,502 |
| Total plan assets at end of year | 2021-12-31 | $3,807,423 |
| Total plan assets at beginning of year | 2021-12-31 | $3,448,593 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $54,684 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $82,297 |
| Other income received | 2021-12-31 | $364,079 |
| Net income (gross income less expenses) | 2021-12-31 | $358,830 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,807,423 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,448,593 |
| Assets. Value of participant loans | 2021-12-31 | $13,112 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $30,461 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $45,055 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $18,783 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : SCHWARTZ & SHAW, P.L.L.C. 401K PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $544,490 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $24,164 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $10,022 |
| Total plan assets at end of year | 2020-12-31 | $3,448,593 |
| Total plan assets at beginning of year | 2020-12-31 | $2,928,267 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $79,278 |
| Other income received | 2020-12-31 | $375,335 |
| Net income (gross income less expenses) | 2020-12-31 | $520,326 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,448,593 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,928,267 |
| Assets. Value of participant loans | 2020-12-31 | $67,623 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $40,211 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $89,877 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $14,142 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : SCHWARTZ & SHAW, P.L.L.C. 401K PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2019-12-31 | $12,122 |
| Total income from all sources | 2019-12-31 | $452,642 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $14,932 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $2,850 |
| Total plan assets at end of year | 2019-12-31 | $2,928,267 |
| Total plan assets at beginning of year | 2019-12-31 | $2,502,679 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $81,422 |
| Other income received | 2019-12-31 | $273,275 |
| Net income (gross income less expenses) | 2019-12-31 | $437,710 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,928,267 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,490,557 |
| Assets. Value of participant loans | 2019-12-31 | $110,723 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $112,757 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $97,945 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $12,082 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : SCHWARTZ & SHAW, P.L.L.C. 401K PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $12,122 |
| Total plan liabilities at beginning of year | 2018-12-31 | $12,122 |
| Total income from all sources | 2018-12-31 | $-186,804 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $170,324 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $159,211 |
| Total plan assets at end of year | 2018-12-31 | $2,502,679 |
| Total plan assets at beginning of year | 2018-12-31 | $2,859,807 |
| Value of fidelity bond covering the plan | 2018-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $66,276 |
| Other income received | 2018-12-31 | $-334,854 |
| Net income (gross income less expenses) | 2018-12-31 | $-357,128 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,490,557 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,847,685 |
| Assets. Value of participant loans | 2018-12-31 | $147,829 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $508,408 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $81,774 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $11,113 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2021: SCHWARTZ & SHAW, P.L.L.C. 401K PROFIT SHARING PLAN 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 – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SCHWARTZ & SHAW, P.L.L.C. 401K PROFIT SHARING PLAN 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 – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SCHWARTZ & SHAW, P.L.L.C. 401K PROFIT SHARING PLAN 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 – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SCHWARTZ & SHAW, P.L.L.C. 401K PROFIT SHARING PLAN 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 – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
