?>
Logo

MARK H. SCHWARTZ, M.D. PROFIT SHARING PLAN 401k Plan overview

Plan NameMARK H. SCHWARTZ, M.D. PROFIT SHARING PLAN
Plan identification number 001

MARK H. SCHWARTZ, M.D. PROFIT SHARING PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

MARK H. SCHWARTZ, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:MARK H. SCHWARTZ, M.D., P.C.
Employer identification number (EIN):571140086
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about MARK H. SCHWARTZ, M.D., P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2002-12-03
Company Identification Number: 2840911
Legal Registered Office Address: 79 E 79TH ST
New York
NEW YORK
United States of America (USA)
10075

More information about MARK H. SCHWARTZ, M.D., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK H. SCHWARTZ, M.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARK H. SCHWARTZ2024-06-05
0012022-01-01MARK H. SCHWARTZ2023-06-28
0012021-01-01MARK H. SCHWARTZ2022-07-26
0012020-01-01MARK H. SCHWARTZ2021-05-23
0012019-01-01MARK H. SCHWARTZ2020-09-30
0012018-01-01MARK H. SCHWARTZ2019-10-10
0012017-01-01MARK H. SCHWARTZ2018-09-14
0012016-01-01MARK H. SCHWARTZ2017-05-18
0012015-01-01MARK H. SCHWARTZ, M.D.2016-06-27 MARK H. SCHWARTZM M.D.2016-06-27
0012014-01-01MARK H. SCHWARTZ, M.D.2015-05-10
0012013-01-01MARK H. SCHWARTZ, M.D.2014-05-09
0012012-01-01MARK H. SCHWARTZ, M.D.2013-05-07
0012011-01-01MARK H. SCHWARTZ, M.D.2012-07-03
0012010-01-01MARK H. SCHWARTZ, M.D.2011-10-04

Plan Statistics for MARK H. SCHWARTZ, M.D. PROFIT SHARING PLAN

401k plan membership statisitcs for MARK H. SCHWARTZ, M.D. PROFIT SHARING PLAN

Measure Date Value
2025: MARK H. SCHWARTZ, M.D. PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-258
Total number of particpants at end of year2025-05-258
Number of Participants With Account Balances2025-05-258
2024: MARK H. SCHWARTZ, M.D. PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-057
Total number of particpants at end of year2024-06-057
Number of Participants With Account Balances2024-06-057
2022: MARK H. SCHWARTZ, M.D. PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-267
Total number of particpants at end of year2022-07-266
Number of Participants With Account Balances2022-07-266

Financial Data on MARK H. SCHWARTZ, M.D. PROFIT SHARING PLAN

Measure Date Value
2025 : MARK H. SCHWARTZ, M.D. PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-254225
Net assets as of the end of the plan year2025-05-253433162
Total assets as of the beginning of the plan year2025-05-252599512
Value of plan covered by a fidelity bond2025-05-25300000
Other income to plan in this plan year2025-05-25748793
Plan net income in this plan year2025-05-25833650
Net assets as of the end of the plan year2025-05-253433162
Net assets as of the beginning of the plan year2025-05-252599512
Employer contributions to plan in this plan year2025-05-2589082
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2525
2024 : MARK H. SCHWARTZ, M.D. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-050
Net assets as of the end of the plan year2024-06-052599512
Total assets as of the beginning of the plan year2024-06-051798799
Value of plan covered by a fidelity bond2024-06-05250000
Other income to plan in this plan year2024-06-05727493
Plan net income in this plan year2024-06-05800713
Net assets as of the end of the plan year2024-06-052599512
Net assets as of the beginning of the plan year2024-06-051798799
Employer contributions to plan in this plan year2024-06-0573220
2022 : MARK H. SCHWARTZ, M.D. PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-260
Net assets as of the end of the plan year2022-07-262481117
Total assets as of the beginning of the plan year2022-07-261957429
Value of plan covered by a fidelity bond2022-07-26250000
Other income to plan in this plan year2022-07-26457233
Plan net income in this plan year2022-07-26523688
Net assets as of the end of the plan year2022-07-262481117
Net assets as of the beginning of the plan year2022-07-261957429
Employer contributions to plan in this plan year2022-07-2666455

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3