401k Plan data: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 plan

SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 401k Plan overview

Plan Name	SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10
Plan identification number	001

SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

SCHWABE AND ASSOCIATES, CPAS, PLLC has sponsored the creation of one or more 401k plans.

Company Name: SCHWABE AND ASSOCIATES, CPAS, PLLC

Employer identification number (EIN): 271252982

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 CHARLES RYAN SCHWABE CHARLES RYAN SCHWABE 2019-01-03
001 2017-01-01 CHARLES RYAN SCHWABE CHARLES RYAN SCHWABE 2018-03-03
001 2016-01-01 CHARLES RYAN SCHWABE CHARLES RYAN SCHWABE 2017-01-11
001 2016-01-01 CHARLES RYAN SCHWABE 2017-01-11
001 2015-01-01 CHARLES RYAN SCHWABE CHARLES RYAN SCHWABE 2016-01-12
001 2014-01-01 CHARLES RYAN SCHWABE CHARLES RYAN SCHWABE 2015-01-16
001 2013-01-01 CHARLES RYAN SCHWABE CHARLES RYAN SCHWABE 2014-01-11
001 2012-01-01 CHARLES RYAN SCHWABE CHARLES RYAN SCHWABE 2013-01-21
001 2011-01-01 CHARLES RYAN SCHWABE CHARLES RYAN SCHWABE 2012-01-19

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	CHARLES RYAN SCHWABE	CHARLES RYAN SCHWABE	2019-01-03
001	2017-01-01	CHARLES RYAN SCHWABE	CHARLES RYAN SCHWABE	2018-03-03
001	2016-01-01	CHARLES RYAN SCHWABE	CHARLES RYAN SCHWABE	2017-01-11
001	2016-01-01		CHARLES RYAN SCHWABE	2017-01-11
001	2015-01-01	CHARLES RYAN SCHWABE	CHARLES RYAN SCHWABE	2016-01-12
001	2014-01-01	CHARLES RYAN SCHWABE	CHARLES RYAN SCHWABE	2015-01-16
001	2013-01-01	CHARLES RYAN SCHWABE	CHARLES RYAN SCHWABE	2014-01-11
001	2012-01-01	CHARLES RYAN SCHWABE	CHARLES RYAN SCHWABE	2013-01-21
001	2011-01-01	CHARLES RYAN SCHWABE	CHARLES RYAN SCHWABE	2012-01-19

Plan Statistics for SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10

401k plan membership statisitcs for SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10

Measure Date Value
2023: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2023 401k membership
Total participants, beginning-of-year 2023-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 3
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 4
Number of participants with account balances 2023-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
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 1
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
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 1
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
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 2
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
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 0
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
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 0
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
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 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
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 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2023: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2023 401k membership
Total participants, beginning-of-year	2023-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	3
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	4
Number of participants with account balances	2023-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
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	1
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
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	1
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
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	2
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
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	0
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
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	0
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
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	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
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	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10

Measure	Date	Value
2023 : SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2023 401k financial data
Total income from all sources	2023-12-31	$131,078
Expenses. Total of all expenses incurred	2023-12-31	$2,590
Benefits paid (including direct rollovers)	2023-12-31	$2,590
Total plan assets at end of year	2023-12-31	$700,162
Total plan assets at beginning of year	2023-12-31	$571,674
Value of fidelity bond covering the plan	2023-12-31	$57,167
Total contributions received or receivable from participants	2023-12-31	$31,125
Other income received	2023-12-31	$93,038
Net income (gross income less expenses)	2023-12-31	$128,488
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$700,162
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$571,674
Assets. Value of participant loans	2023-12-31	$5,147
Total contributions received or receivable from employer(s)	2023-12-31	$6,915
2022 : SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2022 401k financial data
Total income from all sources	2022-12-31	$-16,299
Expenses. Total of all expenses incurred	2022-12-31	$760
Benefits paid (including direct rollovers)	2022-12-31	$760
Total plan assets at end of year	2022-12-31	$571,674
Total plan assets at beginning of year	2022-12-31	$588,733
Value of fidelity bond covering the plan	2022-12-31	$58,873
Total contributions received or receivable from participants	2022-12-31	$28,950
Other income received	2022-12-31	$-51,709
Net income (gross income less expenses)	2022-12-31	$-17,059
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$571,674
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$588,733
Assets. Value of participant loans	2022-12-31	$6,029
Total contributions received or receivable from employer(s)	2022-12-31	$6,460
2021 : SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2021 401k financial data
Total income from all sources	2021-12-31	$139,491
Expenses. Total of all expenses incurred	2021-12-31	$630
Benefits paid (including direct rollovers)	2021-12-31	$630
Total plan assets at end of year	2021-12-31	$588,733
Total plan assets at beginning of year	2021-12-31	$449,872
Value of fidelity bond covering the plan	2021-12-31	$44,987
Total contributions received or receivable from participants	2021-12-31	$23,100
Other income received	2021-12-31	$110,373
Net income (gross income less expenses)	2021-12-31	$138,861
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$588,733
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$449,872
Assets. Value of participant loans	2021-12-31	$7,797
Total contributions received or receivable from employer(s)	2021-12-31	$6,018
2020 : SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2020 401k financial data
Total income from all sources	2020-12-31	$72,676
Expenses. Total of all expenses incurred	2020-12-31	$1,093
Benefits paid (including direct rollovers)	2020-12-31	$1,093
Total plan assets at end of year	2020-12-31	$449,872
Total plan assets at beginning of year	2020-12-31	$378,289
Value of fidelity bond covering the plan	2020-12-31	$37,829
Total contributions received or receivable from participants	2020-12-31	$22,875
Other income received	2020-12-31	$44,489
Net income (gross income less expenses)	2020-12-31	$71,583
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$449,872
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$378,289
Assets. Value of participant loans	2020-12-31	$8,950
Total contributions received or receivable from employer(s)	2020-12-31	$5,312
2019 : SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2019 401k financial data
Total income from all sources	2019-12-31	$102,296
Expenses. Total of all expenses incurred	2019-12-31	$5,486
Benefits paid (including direct rollovers)	2019-12-31	$5,486
Total plan assets at end of year	2019-12-31	$378,289
Total plan assets at beginning of year	2019-12-31	$281,479
Value of fidelity bond covering the plan	2019-12-31	$28,148
Total contributions received or receivable from participants	2019-12-31	$20,300
Other income received	2019-12-31	$76,842
Net income (gross income less expenses)	2019-12-31	$96,810
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$378,289
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$281,479
Total contributions received or receivable from employer(s)	2019-12-31	$5,154
2018 : SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2018 401k financial data
Total income from all sources	2018-12-31	$22,937
Total plan assets at end of year	2018-12-31	$281,479
Total plan assets at beginning of year	2018-12-31	$258,542
Value of fidelity bond covering the plan	2018-12-31	$12,353
Total contributions received or receivable from participants	2018-12-31	$20,379
Other income received	2018-12-31	$-2,478
Net income (gross income less expenses)	2018-12-31	$22,937
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$281,479
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$258,542
Total contributions received or receivable from employer(s)	2018-12-31	$5,036
2017 : SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2017 401k financial data
Total income from all sources	2017-12-31	$61,006
Total plan assets at end of year	2017-12-31	$258,542
Total plan assets at beginning of year	2017-12-31	$197,536
Value of fidelity bond covering the plan	2017-12-31	$19,750
Total contributions received or receivable from participants	2017-12-31	$21,106
Other income received	2017-12-31	$34,451
Net income (gross income less expenses)	2017-12-31	$61,006
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$258,542
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$197,536
Total contributions received or receivable from employer(s)	2017-12-31	$5,449
2016 : SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2016 401k financial data
Total income from all sources	2016-12-31	$53,955
Total plan assets at end of year	2016-12-31	$197,536
Total plan assets at beginning of year	2016-12-31	$143,581
Value of fidelity bond covering the plan	2016-12-31	$12,500
Total contributions received or receivable from participants	2016-12-31	$20,970
Other income received	2016-12-31	$27,856
Net income (gross income less expenses)	2016-12-31	$53,955
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$197,536
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$143,581
Total contributions received or receivable from employer(s)	2016-12-31	$5,129
2015 : SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2015 401k financial data
Total income from all sources	2015-12-31	$21,328
Expenses. Total of all expenses incurred	2015-12-31	$2,206
Benefits paid (including direct rollovers)	2015-12-31	$2,206
Total plan assets at end of year	2015-12-31	$143,581
Total plan assets at beginning of year	2015-12-31	$124,459
Value of fidelity bond covering the plan	2015-12-31	$12,500
Total contributions received or receivable from participants	2015-12-31	$20,300
Other income received	2015-12-31	$-2,891
Net income (gross income less expenses)	2015-12-31	$19,122
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$143,581
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$124,459
Total contributions received or receivable from employer(s)	2015-12-31	$3,919
2014 : SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2014 401k financial data
Total income from all sources	2014-12-31	$33,711
Expenses. Total of all expenses incurred	2014-12-31	$6,000
Benefits paid (including direct rollovers)	2014-12-31	$6,000
Total plan assets at end of year	2014-12-31	$124,459
Total plan assets at beginning of year	2014-12-31	$96,748
Total contributions received or receivable from participants	2014-12-31	$20,625
Other income received	2014-12-31	$9,170
Net income (gross income less expenses)	2014-12-31	$27,711
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$124,459
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$96,748
Total contributions received or receivable from employer(s)	2014-12-31	$3,916
2013 : SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2013 401k financial data
Total income from all sources	2013-12-31	$44,067
Expenses. Total of all expenses incurred	2013-12-31	$12,758
Benefits paid (including direct rollovers)	2013-12-31	$12,758
Total plan assets at end of year	2013-12-31	$96,748
Total plan assets at beginning of year	2013-12-31	$65,439
Total contributions received or receivable from participants	2013-12-31	$21,925
Other income received	2013-12-31	$16,235
Net income (gross income less expenses)	2013-12-31	$31,309
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$96,748
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$65,439
Total contributions received or receivable from employer(s)	2013-12-31	$5,907
2012 : SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2012 401k financial data
Total income from all sources	2012-12-31	$31,257
Expenses. Total of all expenses incurred	2012-12-31	$26,795
Benefits paid (including direct rollovers)	2012-12-31	$26,795
Total plan assets at end of year	2012-12-31	$65,439
Total plan assets at beginning of year	2012-12-31	$60,977
Total contributions received or receivable from participants	2012-12-31	$19,325
Other income received	2012-12-31	$6,447
Net income (gross income less expenses)	2012-12-31	$4,462
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$65,439
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$60,977
Total contributions received or receivable from employer(s)	2012-12-31	$5,485
2011 : SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2011 401k financial data
Total income from all sources	2011-12-31	$30,189
Total plan assets at end of year	2011-12-31	$60,977
Total plan assets at beginning of year	2011-12-31	$30,788
Total contributions received or receivable from participants	2011-12-31	$23,050
Contributions received from other sources (not participants or employers)	2011-12-31	$6,289
Other income received	2011-12-31	$-4,679
Net income (gross income less expenses)	2011-12-31	$30,189
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$60,977
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$30,788
Assets. Value of participant loans	2011-12-31	$4,560
Total contributions received or receivable from employer(s)	2011-12-31	$5,529

Form 5500 Responses for SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10

2023: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SCHWABE AND ASSOCIATES CPA'S PLLC EMPLOYEES 401(K) PLAN DTD. 01-01-10 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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SCHWABE AND ASSOCIATES, INC. PROFIT SHARING PLAN [EIN = 592024116]

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Company Name:	SCHWABE AND ASSOCIATES, CPAS, PLLC
Employer identification number (EIN):	271252982
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants