LESTER, SCHWAB, KATZ & DWYER LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-09 | 151269 |
| Total liabilities as of the beginning of the plan year | 2025-09-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-09 | 896762 |
| Net assets as of the end of the plan year | 2025-09-09 | 31057519 |
| Total assets as of the beginning of the plan year | 2025-09-09 | 27249771 |
| Participant contributions to plan in this plan year | 2025-09-09 | 789535 |
| Value of participant loans at end of plan year | 2025-09-09 | 90987 |
| Other contributions to plan in this plan year | 2025-09-09 | 15085 |
| Other income to plan in this plan year | 2025-09-09 | 3538807 |
| Plan net income in this plan year | 2025-09-09 | 3656479 |
| Net assets as of the end of the plan year | 2025-09-09 | 31057519 |
| Net assets as of the beginning of the plan year | 2025-09-09 | 27249771 |
| Employer contributions to plan in this plan year | 2025-09-09 | 209814 |
| Fees paid to broker by Benefit Provider | 2025-09-09 | 72431 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-09 | 16099 |
| 2024 : LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-20 | 710390 |
| Net assets as of the end of the plan year | 2024-06-20 | 27249771 |
| Total assets as of the beginning of the plan year | 2024-06-20 | 23333201 |
| Participant contributions to plan in this plan year | 2024-06-20 | 765110 |
| Value of participant loans at end of plan year | 2024-06-20 | 96290 |
| Other expenses paid from plan in this plan year | 2024-06-20 | 0 |
| Other contributions to plan in this plan year | 2024-06-20 | 0 |
| Other income to plan in this plan year | 2024-06-20 | 3696116 |
| Plan net income in this plan year | 2024-06-20 | 3916570 |
| Net assets as of the end of the plan year | 2024-06-20 | 27249771 |
| Net assets as of the beginning of the plan year | 2024-06-20 | 23333201 |
| Employer contributions to plan in this plan year | 2024-06-20 | 165734 |
| Fees paid to broker by Benefit Provider | 2024-06-20 | 62122 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-20 | 14889 |
| 2022 : LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-08-11 | 0 |
| Total liabilities as of the end of the plan year | 2022-08-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-08-11 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-11 | 2696983 |
| Net assets as of the end of the plan year | 2022-08-11 | 26571661 |
| Total assets as of the beginning of the plan year | 2022-08-11 | 25112657 |
| Value of plan covered by a fidelity bond | 2022-08-11 | 1000000 |
| Participant contributions to plan in this plan year | 2022-08-11 | 642557 |
| Value of participant loans at end of plan year | 2022-08-11 | 75975 |
| Other expenses paid from plan in this plan year | 2022-08-11 | 0 |
| Other contributions to plan in this plan year | 2022-08-11 | 7873 |
| Other income to plan in this plan year | 2022-08-11 | 3348947 |
| Plan net income in this plan year | 2022-08-11 | 1459004 |
| Net assets as of the end of the plan year | 2022-08-11 | 26571661 |
| Net assets as of the beginning of the plan year | 2022-08-11 | 25112657 |
| Employer contributions to plan in this plan year | 2022-08-11 | 156610 |
| Fees paid to broker by Benefit Provider | 2022-08-11 | 64318 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-11 | 8691 |
| 2011 : LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total transfer of assets from this plan | 2011-12-31 | $416,503 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $4,005 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $1,057,564 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $467,616 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $461,952 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,082,225 |
| Value of total assets at end of year | 2011-12-31 | $10,236,617 |
| Value of total assets at beginning of year | 2011-12-31 | $10,059,167 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $5,664 |
| Total interest from all sources | 2011-12-31 | $30,685 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $615,055 |
| Participant contributions at end of year | 2011-12-31 | $95,359 |
| Participant contributions at beginning of year | 2011-12-31 | $76,817 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $113,412 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $4,005 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $589,948 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $10,232,612 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $10,059,167 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $5,664 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $8,568,171 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $8,945,721 |
| Interest on participant loans | 2011-12-31 | $3,611 |
| Interest earned on other investments | 2011-12-31 | $27,074 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,233,033 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $693,416 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-55,346 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $353,758 |
| Employer contributions (assets) at end of year | 2011-12-31 | $340,054 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $343,213 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $461,952 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | HECHT & COMPANY, PC |
| Accountancy firm EIN | 2011-12-31 | 132891505 |
| 2010 : LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $2,141,271 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $429,082 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $427,488 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $992,437 |
| Value of total assets at end of year | 2010-12-31 | $10,059,167 |
| Value of total assets at beginning of year | 2010-12-31 | $8,346,978 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,594 |
| Total interest from all sources | 2010-12-31 | $21,412 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $623,802 |
| Participant contributions at end of year | 2010-12-31 | $76,817 |
| Participant contributions at beginning of year | 2010-12-31 | $51,031 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $665 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Income. Non cash contributions | 2010-12-31 | $0 |
| Value of net income/loss | 2010-12-31 | $1,712,189 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $10,059,167 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,346,978 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $1,594 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $8,945,721 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $7,497,692 |
| Interest on participant loans | 2010-12-31 | $2,590 |
| Interest earned on other investments | 2010-12-31 | $18,822 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $693,416 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $523,407 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $1,127,422 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $367,970 |
| Employer contributions (assets) at end of year | 2010-12-31 | $343,213 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $274,848 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $427,488 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | HECHT & COMPANY, PC |
| Accountancy firm EIN | 2010-12-31 | 132891505 |
| 2009 : LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN 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 |
