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SCHWARTZ & CO., CPA'S PLLC 401(K) PLAN 401k Plan overview

Plan NameSCHWARTZ & CO., CPA'S PLLC 401(K) PLAN
Plan identification number 001

SCHWARTZ & CO., CPA'S PLLC 401(K) 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
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan covering Self-Employed individuals.
  • 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

SCHWARTZ & CO., CPA'S PLLC 401(K) PLAN has sponsored the creation of one or more 401k plans.

Company Name:SCHWARTZ & CO., CPA'S PLLC 401(K) PLAN
Employer identification number (EIN):811493954
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHWARTZ & CO., CPA'S PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ABRAHAM SCHWARTZ2024-09-17
0012022-01-01ABRAHAM SCHWARTZ2023-10-10
0012021-01-01YITTY MORGENSTERN2022-04-13 YITTY MORGENSTERN2022-04-13
0012020-01-01ABRAHAM SCHWARTZ2021-09-02 ABRAHAM SCHWARTZ2021-09-02
0012019-01-01ABRAHAM SCHWARTZ2020-09-01 ABRAHAM SCHWARTZ2020-09-01
0012018-01-01ABRAHAM SCHWARTZ2019-09-25 ABRAHAM SCHWARTZ2019-09-25
0012017-01-01ABRAHAM SCHWARTZ2018-06-20 ABRAHAM SCHWARTZ2018-06-20
0012016-01-01ABRAHAM SCHWARTZ2017-10-04 ABRAHAM SCHWARTZ2017-10-04

Financial Data on SCHWARTZ & CO., CPA'S PLLC 401(K) PLAN

Measure Date Value
2025 : SCHWARTZ & CO., CPA'S PLLC 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-04-210
Total liabilities as of the beginning of the plan year2025-04-210
Total expenses incurred by plan in this plan year2025-04-218991
Net assets as of the end of the plan year2025-04-21763513
Total assets as of the beginning of the plan year2025-04-21604730
Value of plan covered by a fidelity bond2025-04-2176351
Participant contributions to plan in this plan year2025-04-2163149
Other income to plan in this plan year2025-04-2176821
Plan net income in this plan year2025-04-21158783
Net assets as of the end of the plan year2025-04-21763513
Net assets as of the beginning of the plan year2025-04-21604730
Employer contributions to plan in this plan year2025-04-2127804
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-218991
2024 : SCHWARTZ & CO., CPA'S PLLC 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-170
Total liabilities as of the beginning of the plan year2024-09-170
Total expenses incurred by plan in this plan year2024-09-177070
Net assets as of the end of the plan year2024-09-17604730
Total assets as of the beginning of the plan year2024-09-17454565
Value of plan covered by a fidelity bond2024-09-1753126
Participant contributions to plan in this plan year2024-09-1752240
Other income to plan in this plan year2024-09-1785559
Plan net income in this plan year2024-09-17150165
Net assets as of the end of the plan year2024-09-17604730
Net assets as of the beginning of the plan year2024-09-17454565
Employer contributions to plan in this plan year2024-09-1719436
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-177070

Potentially related plans

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