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DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameDOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN
Plan identification number 001

DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING 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
  • 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

DOUGLAS A. SCHWARTZ, D.O., P.C. has sponsored the creation of one or more 401k plans.

Company Name:DOUGLAS A. SCHWARTZ, D.O., P.C.
Employer identification number (EIN):133889241
NAIC Classification:812990
NAIC Description:All Other Personal Services

Additional information about DOUGLAS A. SCHWARTZ, D.O., P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1996-05-01
Company Identification Number: 2025257
Legal Registered Office Address: 211 EAST 43RD STREET
STE 2300
NEW YORK
United States of America (USA)
10017

More information about DOUGLAS A. SCHWARTZ, D.O., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DOUGLAS SCHWARTZ2024-10-11
0012022-01-01
0012022-01-01DOUGLAS SCHWARTZ
0012021-01-01
0012021-01-01DOUGLAS SCHWARTZ
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DOUGLAS SCHWARTZ
0012016-01-01DOUGLAS SCHWARTZ
0012015-01-01DOUGLAS SCHWARTZ
0012014-01-01DOUGLAS SCHWARTZ
0012013-01-01DOUGLAS SCHWARTZ
0012012-01-01DOUGLAS SCHWARTZ
0012011-01-01DOUGLAS SCHWARTZ
0012010-01-01DOUGLAS SCHWARTZ
0012009-01-01DOUGLAS SCHWARTZ

Financial Data on DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN

Measure Date Value
2025 : DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-070
Total liabilities as of the end of the plan year2025-10-070
Total liabilities as of the beginning of the plan year2025-10-070
Total expenses incurred by plan in this plan year2025-10-0715341
Net assets as of the end of the plan year2025-10-072355552
Total assets as of the beginning of the plan year2025-10-071942583
Value of plan covered by a fidelity bond2025-10-07240000
Participant contributions to plan in this plan year2025-10-070
Value of participant loans at end of plan year2025-10-0770450
Other expenses paid from plan in this plan year2025-10-070
Other contributions to plan in this plan year2025-10-070
Other income to plan in this plan year2025-10-07332981
Plan net income in this plan year2025-10-07412969
Net assets as of the end of the plan year2025-10-072355552
Net assets as of the beginning of the plan year2025-10-071942583
Employer contributions to plan in this plan year2025-10-0795329
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0715341
2024 : DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-110
Total liabilities as of the end of the plan year2024-10-110
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-1114758
Net assets as of the end of the plan year2024-10-111942583
Total assets as of the beginning of the plan year2024-10-111572186
Value of plan covered by a fidelity bond2024-10-11190000
Participant contributions to plan in this plan year2024-10-110
Value of participant loans at end of plan year2024-10-118274
Other expenses paid from plan in this plan year2024-10-110
Other contributions to plan in this plan year2024-10-110
Other income to plan in this plan year2024-10-11296545
Plan net income in this plan year2024-10-11370397
Net assets as of the end of the plan year2024-10-111942583
Net assets as of the beginning of the plan year2024-10-111572186
Employer contributions to plan in this plan year2024-10-1188610
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1114758
2022 : DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-211,461
Expenses. Total of all expenses incurred2022-12-31$17,435
Benefits paid (including direct rollovers)2022-12-31$6,273
Total plan assets at end of year2022-12-31$1,572,186
Total plan assets at beginning of year2022-12-31$1,801,082
Value of fidelity bond covering the plan2022-12-31$181,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-295,675
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-228,896
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,572,186
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,801,082
Assets. Value of participant loans2022-12-31$19,026
Total contributions received or receivable from employer(s)2022-12-31$84,214
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$11,162
2021 : DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$269,845
Expenses. Total of all expenses incurred2021-12-31$8,741
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$1,801,082
Total plan assets at beginning of year2021-12-31$1,539,978
Value of fidelity bond covering the plan2021-12-31$181,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$188,822
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$261,104
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,801,082
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,539,978
Assets. Value of participant loans2021-12-31$29,152
Total contributions received or receivable from employer(s)2021-12-31$81,023
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$8,741
2020 : DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$266,681
Expenses. Total of all expenses incurred2020-12-31$5,288
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$1,539,978
Total plan assets at beginning of year2020-12-31$1,278,585
Value of fidelity bond covering the plan2020-12-31$154,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$188,919
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$261,393
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,539,978
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,278,585
Assets. Value of participant loans2020-12-31$38,690
Total contributions received or receivable from employer(s)2020-12-31$77,762
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$5,288
2019 : DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$198,813
Expenses. Total of all expenses incurred2019-12-31$8,471
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$1,278,585
Total plan assets at beginning of year2019-12-31$1,088,243
Value of fidelity bond covering the plan2019-12-31$75,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$119,841
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$190,342
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,278,585
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,088,243
Assets. Value of participant loans2019-12-31$48,007
Total contributions received or receivable from employer(s)2019-12-31$78,972
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$8,471
2018 : DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$256
Total income from all sources2018-12-31$30,993
Expenses. Total of all expenses incurred2018-12-31$7,175
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,088,243
Total plan assets at beginning of year2018-12-31$1,064,681
Value of fidelity bond covering the plan2018-12-31$75,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-50,577
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$23,818
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,088,243
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,064,425
Total contributions received or receivable from employer(s)2018-12-31$81,570
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$7,175
2017 : DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$256
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$178,273
Expenses. Total of all expenses incurred2017-12-31$6,879
Benefits paid (including direct rollovers)2017-12-31$906
Total plan assets at end of year2017-12-31$1,064,681
Total plan assets at beginning of year2017-12-31$893,031
Value of fidelity bond covering the plan2017-12-31$75,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$256
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$100,794
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$171,394
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,064,425
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$893,031
Total contributions received or receivable from employer(s)2017-12-31$77,479
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$5,717
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$5,519
Total income from all sources2016-12-31$119,877
Expenses. Total of all expenses incurred2016-12-31$8,399
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$893,031
Total plan assets at beginning of year2016-12-31$787,072
Value of fidelity bond covering the plan2016-12-31$89,303
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$44,099
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$111,478
Net plan assets at end of year (total assets less liabilities)2016-12-31$893,031
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$781,553
Assets. Value of participant loans2016-12-31$4,046
Total contributions received or receivable from employer(s)2016-12-31$75,778
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$8,399
2015 : DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$5,519
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$63,466
Expenses. Total of all expenses incurred2015-12-31$35,158
Benefits paid (including direct rollovers)2015-12-31$27,593
Total plan assets at end of year2015-12-31$787,072
Total plan assets at beginning of year2015-12-31$753,245
Value of fidelity bond covering the plan2015-12-31$78,155
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-11,704
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$28,308
Net plan assets at end of year (total assets less liabilities)2015-12-31$781,553
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$753,245
Assets. Value of participant loans2015-12-31$10,158
Total contributions received or receivable from employer(s)2015-12-31$75,170
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$7,565
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$105,880
Expenses. Total of all expenses incurred2014-12-31$5,517
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$753,245
Total plan assets at beginning of year2014-12-31$652,882
Value of fidelity bond covering the plan2014-12-31$75,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$30,750
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$100,363
Net plan assets at end of year (total assets less liabilities)2014-12-31$753,245
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$652,882
Assets. Value of participant loans2014-12-31$16,380
Total contributions received or receivable from employer(s)2014-12-31$75,130
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,517
2013 : DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$130,376
Expenses. Total of all expenses incurred2013-12-31$3,129
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$652,882
Total plan assets at beginning of year2013-12-31$525,635
Value of fidelity bond covering the plan2013-12-31$40,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$53,109
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$127,247
Net plan assets at end of year (total assets less liabilities)2013-12-31$652,882
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$525,635
Assets. Value of participant loans2013-12-31$22,399
Total contributions received or receivable from employer(s)2013-12-31$77,267
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,129
2012 : DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$179
Total income from all sources2012-12-31$105,576
Expenses. Total of all expenses incurred2012-12-31$2,328
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$525,635
Total plan assets at beginning of year2012-12-31$422,566
Value of fidelity bond covering the plan2012-12-31$40,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$32,799
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$103,248
Net plan assets at end of year (total assets less liabilities)2012-12-31$525,635
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$422,387
Assets. Value of participant loans2012-12-31$28,713
Total contributions received or receivable from employer(s)2012-12-31$72,777
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,328
2011 : DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$179
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$62,334
Expenses. Total of all expenses incurred2011-12-31$2,715
Benefits paid (including direct rollovers)2011-12-31$1,099
Total plan assets at end of year2011-12-31$422,566
Total plan assets at beginning of year2011-12-31$362,768
Value of fidelity bond covering the plan2011-12-31$40,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$1,616
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-6,677
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$59,619
Net plan assets at end of year (total assets less liabilities)2011-12-31$422,387
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$362,768
Assets. Value of participant loans2011-12-31$6,723
Total contributions received or receivable from employer(s)2011-12-31$69,011
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$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 securities2011-12-31$0
2010 : DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$85,267
Expenses. Total of all expenses incurred2010-12-31$2,296
Benefits paid (including direct rollovers)2010-12-31$2,296
Total plan assets at end of year2010-12-31$362,768
Total plan assets at beginning of year2010-12-31$279,797
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$14,897
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$82,971
Net plan assets at end of year (total assets less liabilities)2010-12-31$362,768
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$279,797
Assets. Value of participant loans2010-12-31$9,131
Total contributions received or receivable from employer(s)2010-12-31$70,370
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN

2022: DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DOUGLAS A. SCHWARTZ, D.O., P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 )
Policy contract number1200705519
Policy instance 1
Insurance contract or identification number1200705519
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 )
Policy contract number1200705519
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFT3763
Policy instance 1
JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 )
Policy contract number1200705519
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFT3763
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFT3763
Policy instance 1
JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 )
Policy contract number1200705519
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFT3763
Policy instance 1
JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 )
Policy contract number1200705519
Policy instance 2
JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 )
Policy contract number1200705519
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFT3763
Policy instance 1
JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 )
Policy contract number1200705519
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1162578
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1162578
Policy instance 1
JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 )
Policy contract number1200705519
Policy instance 2
JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 )
Policy contract number1200705519
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1162578
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1162578
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1162578
Policy instance 1
ING LIFE INSRUANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberE1162578
Policy instance 1

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