JAMES G. SCHWARTZ, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES G. SCHWARTZ, A PROFESSIONAL CORP PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2012 : JAMES G. SCHWARTZ, A PROFESSIONAL CORP PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $26,346 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $708,234 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $705,157 |
| Total plan assets at end of year | 2012-12-31 | $0 |
| Total plan assets at beginning of year | 2012-12-31 | $681,888 |
| Value of fidelity bond covering the plan | 2012-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $3,077 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $26,346 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $-681,888 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $681,888 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : JAMES G. SCHWARTZ, A PROFESSIONAL CORP PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $21,840 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $4,201 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,033 |
| Total plan assets at end of year | 2011-12-31 | $681,888 |
| Total plan assets at beginning of year | 2011-12-31 | $664,249 |
| Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2011-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $3,168 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $21,840 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $17,639 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $681,888 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $664,249 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : JAMES G. SCHWARTZ, A PROFESSIONAL CORP PROFIT SHARING PLAN AND TRUST 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 | $93,115 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $2,000 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $664,249 |
| Total plan assets at beginning of year | 2010-12-31 | $573,134 |
| Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2010-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $2,000 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $53,115 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $91,115 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $664,249 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $573,134 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $40,000 |
| 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 |
| 2009 : JAMES G. SCHWARTZ, A PROFESSIONAL CORP PROFIT SHARING PLAN AND TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
