401k Plan data: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN plan

MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN
Plan identification number	001

MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MICHAEL S. SCHWARTZ, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL S. SCHWARTZ, M.D., INC.

Employer identification number (EIN): 954349918

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 FRED GROH 2023-09-19
001 2021-01-01 FRED GROH 2022-10-08
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MICHAEL SCHWARTZ
001 2016-01-01 MICHAEL SCHWARTZ
001 2015-01-01 MICHAEL SCHWARTZ
001 2014-01-01 MICHAEL SCHWARTZ
001 2013-01-01 MICHAEL SCHWARTZ
001 2012-01-01 MICHAEL SCHWARTZ
001 2011-01-01 MICHAEL SCHWARTZ
001 2009-01-01 MICHAEL SCHWARTZ
001 2008-01-01 MICHAEL SCHWARTZ
001 2007-01-01 MICHAEL SCHWARTZ

Plan Statistics for MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN

401k plan membership statisitcs for MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN

Measure Date Value
2020: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 19
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 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 22
Number of participants with account balances 2020-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 21
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 5
Total of all active and inactive participants 2019-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 21
Number of participants with account balances 2019-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 14
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 7
Total of all active and inactive participants 2018-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 21
Number of participants with account balances 2018-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 11
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 10
Total of all active and inactive participants 2017-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 21
Number of participants with account balances 2017-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 14
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 18
Number of participants with account balances 2016-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 15
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 16
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 5
2008: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 6
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 6
Number of participants with account balances 2008-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0
2007: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 6
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 0
Total of all active and inactive participants 2007-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 6
Number of participants with account balances 2007-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2020: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	19
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	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	22
Number of participants with account balances	2020-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	21
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	5
Total of all active and inactive participants	2019-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	21
Number of participants with account balances	2019-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	14
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	7
Total of all active and inactive participants	2018-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	21
Number of participants with account balances	2018-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	11
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	10
Total of all active and inactive participants	2017-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	21
Number of participants with account balances	2017-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	14
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	18
Number of participants with account balances	2016-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	15
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	16
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	5
2008: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	6
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	6
Number of participants with account balances	2008-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0
2007: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	6
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	0
Total of all active and inactive participants	2007-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	6
Number of participants with account balances	2007-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN

Measure	Date	Value
2020 : MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$1,219
Total plan liabilities at beginning of year	2020-12-31	$15
Total income from all sources	2020-12-31	$38,165
Expenses. Total of all expenses incurred	2020-12-31	$50,319
Benefits paid (including direct rollovers)	2020-12-31	$50,054
Total plan assets at end of year	2020-12-31	$1,828,500
Total plan assets at beginning of year	2020-12-31	$1,839,450
Value of fidelity bond covering the plan	2020-12-31	$1,200,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$265
Other income received	2020-12-31	$-47,510
Net income (gross income less expenses)	2020-12-31	$-12,154
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,827,281
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,839,435
Assets. Value of participant loans	2020-12-31	$72,649
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$2,625
Assets. Value of real-estate (other than employer real property)	2020-12-31	$990,361
Total contributions received or receivable from employer(s)	2020-12-31	$85,675
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$15
Total plan liabilities at beginning of year	2019-12-31	$30
Total income from all sources	2019-12-31	$-39,606
Expenses. Total of all expenses incurred	2019-12-31	$27,198
Benefits paid (including direct rollovers)	2019-12-31	$5,033
Total plan assets at end of year	2019-12-31	$1,839,450
Total plan assets at beginning of year	2019-12-31	$1,906,269
Value of fidelity bond covering the plan	2019-12-31	$710,000
Assets. Value of loans (other than to participants)	2019-12-31	$11,986
Expenses. Other expenses not covered elsewhere	2019-12-31	$204
Other income received	2019-12-31	$-74,606
Net income (gross income less expenses)	2019-12-31	$-66,804
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,839,435
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,906,239
Assets. Value of participant loans	2019-12-31	$12,026
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$1,500
Assets. Value of real-estate (other than employer real property)	2019-12-31	$841,619
Total contributions received or receivable from employer(s)	2019-12-31	$35,000
Value of certain deemed distributions of participant loans	2019-12-31	$21,961
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$30
Total plan liabilities at beginning of year	2018-12-31	$163
Total income from all sources	2018-12-31	$-12,340
Expenses. Total of all expenses incurred	2018-12-31	$1,854
Benefits paid (including direct rollovers)	2018-12-31	$1,696
Total plan assets at end of year	2018-12-31	$1,906,269
Total plan assets at beginning of year	2018-12-31	$1,920,596
Value of fidelity bond covering the plan	2018-12-31	$710,000
Total contributions received or receivable from participants	2018-12-31	$24,500
Other income received	2018-12-31	$-105,257
Net income (gross income less expenses)	2018-12-31	$-14,194
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,906,239
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,920,433
Assets. Value of participant loans	2018-12-31	$44,471
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$7,575
Assets. Value of real-estate (other than employer real property)	2018-12-31	$860,595
Total contributions received or receivable from employer(s)	2018-12-31	$68,417
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$158
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$163
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$284,341
Expenses. Total of all expenses incurred	2017-12-31	$925
Benefits paid (including direct rollovers)	2017-12-31	$742
Total plan assets at end of year	2017-12-31	$1,920,596
Total plan assets at beginning of year	2017-12-31	$1,637,017
Value of fidelity bond covering the plan	2017-12-31	$710,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$183
Other income received	2017-12-31	$199,561
Net income (gross income less expenses)	2017-12-31	$283,416
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,920,433
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,637,017
Assets. Value of participant loans	2017-12-31	$61,546
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$35,224
Assets. Value of real-estate (other than employer real property)	2017-12-31	$670,050
Total contributions received or receivable from employer(s)	2017-12-31	$84,780
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$2,304
Total income from all sources	2016-12-31	$29,686
Expenses. Total of all expenses incurred	2016-12-31	$146
Total plan assets at end of year	2016-12-31	$1,637,017
Total plan assets at beginning of year	2016-12-31	$1,609,781
Value of fidelity bond covering the plan	2016-12-31	$600,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$146
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Noncash contributions received	2016-12-31	$-526
Net income (gross income less expenses)	2016-12-31	$29,540
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,637,017
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,607,477
Assets. Value of participant loans	2016-12-31	$81,723
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$51,821
Assets. Value of real-estate (other than employer real property)	2016-12-31	$60,441
Total contributions received or receivable from employer(s)	2016-12-31	$30,212
2015 : MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$2,304
Total income from all sources	2015-12-31	$297,359
Expenses. Total of all expenses incurred	2015-12-31	$92,667
Benefits paid (including direct rollovers)	2015-12-31	$61,521
Total plan assets at end of year	2015-12-31	$1,609,781
Total plan assets at beginning of year	2015-12-31	$1,402,785
Value of fidelity bond covering the plan	2015-12-31	$600,000
Total contributions received or receivable from participants	2015-12-31	$24,000
Other income received	2015-12-31	$228,223
Net income (gross income less expenses)	2015-12-31	$204,692
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,607,477
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,402,785
Assets. Value of participant loans	2015-12-31	$48,536
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$401,389
Assets. Value of real-estate (other than employer real property)	2015-12-31	$154,610
Total contributions received or receivable from employer(s)	2015-12-31	$45,136
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$31,146
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$198,528
Expenses. Total of all expenses incurred	2014-12-31	$1,935
Total plan assets at end of year	2014-12-31	$1,402,785
Total plan assets at beginning of year	2014-12-31	$1,206,192
Value of fidelity bond covering the plan	2014-12-31	$600,000
Total contributions received or receivable from participants	2014-12-31	$4,533
Expenses. Other expenses not covered elsewhere	2014-12-31	$1,935
Other income received	2014-12-31	$128,962
Net income (gross income less expenses)	2014-12-31	$196,593
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,402,785
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,206,192
Assets. Value of participant loans	2014-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$530,788
Total contributions received or receivable from employer(s)	2014-12-31	$65,033
2013 : MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$184,576
Expenses. Total of all expenses incurred	2013-12-31	$2,134
Total plan assets at end of year	2013-12-31	$1,206,192
Total plan assets at beginning of year	2013-12-31	$1,023,750
Value of fidelity bond covering the plan	2013-12-31	$600,000
Total contributions received or receivable from participants	2013-12-31	$55,170
Other income received	2013-12-31	$97,448
Net income (gross income less expenses)	2013-12-31	$182,442
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,206,192
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,023,750
Assets. Value of participant loans	2013-12-31	$575
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$473,862
Total contributions received or receivable from employer(s)	2013-12-31	$31,958
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,134
2012 : MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$138,583
Expenses. Total of all expenses incurred	2012-12-31	$80,781
Benefits paid (including direct rollovers)	2012-12-31	$80,706
Total plan assets at end of year	2012-12-31	$1,023,750
Total plan assets at beginning of year	2012-12-31	$965,948
Value of fidelity bond covering the plan	2012-12-31	$600,000
Total contributions received or receivable from participants	2012-12-31	$42,531
Other income received	2012-12-31	$80,018
Net income (gross income less expenses)	2012-12-31	$57,802
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,023,750
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$965,948
Assets. Value of participant loans	2012-12-31	$4,054
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$411,339
Total contributions received or receivable from employer(s)	2012-12-31	$16,034
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$124,809
Expenses. Total of all expenses incurred	2011-12-31	$3
Total plan assets at end of year	2011-12-31	$965,948
Total plan assets at beginning of year	2011-12-31	$841,142
Value of fidelity bond covering the plan	2011-12-31	$800,000
Total contributions received or receivable from participants	2011-12-31	$42,728
Expenses. Other expenses not covered elsewhere	2011-12-31	$3
Other income received	2011-12-31	$66,506
Net income (gross income less expenses)	2011-12-31	$124,806
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$965,948
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$841,142
Assets. Value of participant loans	2011-12-31	$7,365
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$8,000
Assets. Value of real-estate (other than employer real property)	2011-12-31	$922,671
Total contributions received or receivable from employer(s)	2011-12-31	$15,575
2010 : MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$76,562
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$841,142
Total plan assets at beginning of year	2010-12-31	$764,580
Value of fidelity bond covering the plan	2010-12-31	$790,000
Total contributions received or receivable from participants	2010-12-31	$45,647
Other income received	2010-12-31	$17,336
Net income (gross income less expenses)	2010-12-31	$76,562
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$841,142
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$764,580
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$40,833
Assets. Value of real-estate (other than employer real property)	2010-12-31	$733,141
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$22,573
Total contributions received or receivable from employer(s)	2010-12-31	$13,579

Form 5500 Responses for MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN

2020: MICHAEL S. SCHWARTZ, M.D., INC. 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MICHAEL S. SCHWARTZ, M.D., INC. 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MICHAEL S. SCHWARTZ, M.D., INC. 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: MICHAEL S. SCHWARTZ, M.D., INC. PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MICHAEL S. SCHWARTZ, M.D., INC.
Employer identification number (EIN):	954349918
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	FRED GROH	2023-09-19
001	2021-01-01	FRED GROH	2022-10-08
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MICHAEL SCHWARTZ
001	2016-01-01	MICHAEL SCHWARTZ
001	2015-01-01	MICHAEL SCHWARTZ
001	2014-01-01	MICHAEL SCHWARTZ
001	2013-01-01	MICHAEL SCHWARTZ
001	2012-01-01	MICHAEL SCHWARTZ
001	2011-01-01	MICHAEL SCHWARTZ
001	2009-01-01	MICHAEL SCHWARTZ
001	2008-01-01	MICHAEL SCHWARTZ
001	2007-01-01	MICHAEL SCHWARTZ