SCHWARTZ & JANZEN, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCHWARTZ & JANZEN, LLP 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : SCHWARTZ & JANZEN, LLP 401(K) RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-02 | 497 |
| Net assets as of the end of the plan year | 2025-10-02 | 3580001 |
| Total assets as of the beginning of the plan year | 2025-10-02 | 3233743 |
| Value of plan covered by a fidelity bond | 2025-10-02 | 360000 |
| Participant contributions to plan in this plan year | 2025-10-02 | 96908 |
| Value of participant loans at end of plan year | 2025-10-02 | 1024 |
| Other expenses paid from plan in this plan year | 2025-10-02 | 218 |
| Other income to plan in this plan year | 2025-10-02 | 249847 |
| Plan net income in this plan year | 2025-10-02 | 346258 |
| Net assets as of the end of the plan year | 2025-10-02 | 3580001 |
| Net assets as of the beginning of the plan year | 2025-10-02 | 3233743 |
| 2024 : SCHWARTZ & JANZEN, LLP 401(K) RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-12 | 9206 |
| Net assets as of the end of the plan year | 2024-07-12 | 3233743 |
| Total assets as of the beginning of the plan year | 2024-07-12 | 2956166 |
| Value of plan covered by a fidelity bond | 2024-07-12 | 350000 |
| Participant contributions to plan in this plan year | 2024-07-12 | 91238 |
| Value of participant loans at end of plan year | 2024-07-12 | 1399 |
| Other expenses paid from plan in this plan year | 2024-07-12 | 219 |
| Other income to plan in this plan year | 2024-07-12 | 195545 |
| Plan net income in this plan year | 2024-07-12 | 277577 |
| Net assets as of the end of the plan year | 2024-07-12 | 3233743 |
| Net assets as of the beginning of the plan year | 2024-07-12 | 2956166 |
| 2022 : SCHWARTZ & JANZEN, LLP 401(K) RETIREMENT PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-01 | 190 |
| Net assets as of the end of the plan year | 2022-06-01 | 2918494 |
| Total assets as of the beginning of the plan year | 2022-06-01 | 2607975 |
| Value of plan covered by a fidelity bond | 2022-06-01 | 300000 |
| Participant contributions to plan in this plan year | 2022-06-01 | 65565 |
| Other expenses paid from plan in this plan year | 2022-06-01 | 190 |
| Other income to plan in this plan year | 2022-06-01 | 245144 |
| Plan net income in this plan year | 2022-06-01 | 310519 |
| Net assets as of the end of the plan year | 2022-06-01 | 2918494 |
| Net assets as of the beginning of the plan year | 2022-06-01 | 2607975 |
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