401k Plan data: HOWARD M. SCHWARTZ PROFIT SHARING PLAN plan

HOWARD M. SCHWARTZ PROFIT SHARING PLAN 401k Plan overview

Plan Name	HOWARD M. SCHWARTZ PROFIT SHARING PLAN
Plan identification number	001

HOWARD M. SCHWARTZ PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Plan covering Self-Employed individuals.

401k Sponsoring company profile

HOWARD M. SCHWARTZ has sponsored the creation of one or more 401k plans.

Company Name: HOWARD M. SCHWARTZ

Employer identification number (EIN): 382771888

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOWARD M. SCHWARTZ PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 JACK SCHULTZ 2019-07-11
001 2017-01-01
001 2017-01-01 JACK SCHULTZ 2019-07-11
001 2016-01-01 HOWARD M. SCHWARTZ HOWARD M. SCHWARTZ 2017-10-04
001 2015-01-01 HOWARD M. SCHWARTZ HOWARD M. SCHWARTZ 2016-10-10
001 2014-01-01 HOWARD M. SCHWARTZ HOWARD M. SCHWARTZ 2015-07-30
001 2013-01-01 HOWARD M. SCHWARTZ HOWARD M. SCHWARTZ 2014-07-01
001 2012-01-01 HOWARD M. SCHWARTZ HOWARD M. SCHWARTZ 2013-10-03
001 2011-01-01 HOWARD M. SCHWARTZ HOWARD M. SCHWARTZ 2012-07-20
001 2010-01-01 HOWARD M. SCHWARTZ HOWARD M. SCHWARTZ 2011-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01	JACK SCHULTZ	2019-07-11
001	2017-01-01
001	2017-01-01	JACK SCHULTZ	2019-07-11
001	2016-01-01	HOWARD M. SCHWARTZ		HOWARD M. SCHWARTZ	2017-10-04
001	2015-01-01	HOWARD M. SCHWARTZ		HOWARD M. SCHWARTZ	2016-10-10
001	2014-01-01	HOWARD M. SCHWARTZ		HOWARD M. SCHWARTZ	2015-07-30
001	2013-01-01	HOWARD M. SCHWARTZ		HOWARD M. SCHWARTZ	2014-07-01
001	2012-01-01	HOWARD M. SCHWARTZ		HOWARD M. SCHWARTZ	2013-10-03
001	2011-01-01	HOWARD M. SCHWARTZ		HOWARD M. SCHWARTZ	2012-07-20
001	2010-01-01	HOWARD M. SCHWARTZ		HOWARD M. SCHWARTZ	2011-10-10

Plan Statistics for HOWARD M. SCHWARTZ PROFIT SHARING PLAN

401k plan membership statisitcs for HOWARD M. SCHWARTZ PROFIT SHARING PLAN

Measure Date Value
2016: HOWARD M. SCHWARTZ PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HOWARD M. SCHWARTZ PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HOWARD M. SCHWARTZ PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HOWARD M. SCHWARTZ PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HOWARD M. SCHWARTZ PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HOWARD M. SCHWARTZ PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
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 0
Total of all active and inactive participants 2011-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: HOWARD M. SCHWARTZ PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 1
Number of participants with account balances 2010-01-01 1

Measure	Date	Value
2016: HOWARD M. SCHWARTZ PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HOWARD M. SCHWARTZ PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HOWARD M. SCHWARTZ PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HOWARD M. SCHWARTZ PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HOWARD M. SCHWARTZ PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HOWARD M. SCHWARTZ PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
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	0
Total of all active and inactive participants	2011-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: HOWARD M. SCHWARTZ PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	1
Number of participants with account balances	2010-01-01	1

Financial Data on HOWARD M. SCHWARTZ PROFIT SHARING PLAN

Measure	Date	Value
2016 : HOWARD M. SCHWARTZ PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$265,139
Total plan assets at end of year	2016-12-31	$3,337,563
Total plan assets at beginning of year	2016-12-31	$3,072,424
Other income received	2016-12-31	$212,139
Net income (gross income less expenses)	2016-12-31	$265,139
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,337,563
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,072,424
Total contributions received or receivable from employer(s)	2016-12-31	$53,000
2015 : HOWARD M. SCHWARTZ PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$237,117
Total plan assets at end of year	2015-12-31	$3,072,424
Total plan assets at beginning of year	2015-12-31	$2,835,307
Other income received	2015-12-31	$185,117
Net income (gross income less expenses)	2015-12-31	$237,117
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,072,424
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,835,307
Total contributions received or receivable from employer(s)	2015-12-31	$52,000
2014 : HOWARD M. SCHWARTZ PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$386,615
Expenses. Total of all expenses incurred	2014-12-31	$143
Total plan assets at end of year	2014-12-31	$2,835,307
Total plan assets at beginning of year	2014-12-31	$2,448,835
Other income received	2014-12-31	$334,615
Net income (gross income less expenses)	2014-12-31	$386,472
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,835,307
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,448,835
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$464
Total contributions received or receivable from employer(s)	2014-12-31	$52,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$143
2013 : HOWARD M. SCHWARTZ PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$649,193
Total plan assets at end of year	2013-12-31	$2,448,835
Total plan assets at beginning of year	2013-12-31	$1,799,642
Other income received	2013-12-31	$597,193
Net income (gross income less expenses)	2013-12-31	$649,193
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,448,835
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,799,642
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$8,552
Total contributions received or receivable from employer(s)	2013-12-31	$52,000
2012 : HOWARD M. SCHWARTZ PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$743,936
Total income from all sources	2012-12-31	$163,452
Total plan assets at end of year	2012-12-31	$1,799,642
Total plan assets at beginning of year	2012-12-31	$892,254
Other income received	2012-12-31	$113,452
Net income (gross income less expenses)	2012-12-31	$163,452
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,799,642
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$892,254
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$19,685
Total contributions received or receivable from employer(s)	2012-12-31	$50,000
2011 : HOWARD M. SCHWARTZ PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$39,341
Total plan assets at end of year	2011-12-31	$892,254
Total plan assets at beginning of year	2011-12-31	$852,913
Other income received	2011-12-31	$14,841
Net income (gross income less expenses)	2011-12-31	$39,341
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$892,254
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$852,913
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$14,344
Total contributions received or receivable from employer(s)	2011-12-31	$24,500
2010 : HOWARD M. SCHWARTZ PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$182,846
Total plan assets at end of year	2010-12-31	$852,913
Total plan assets at beginning of year	2010-12-31	$670,067
Other income received	2010-12-31	$160,370
Net income (gross income less expenses)	2010-12-31	$182,846
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$852,913
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$670,067
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$17,437
Total contributions received or receivable from employer(s)	2010-12-31	$22,476

Form 5500 Responses for HOWARD M. SCHWARTZ PROFIT SHARING PLAN

2016: HOWARD M. SCHWARTZ PROFIT SHARING PLAN 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: HOWARD M. SCHWARTZ PROFIT SHARING PLAN 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: HOWARD M. SCHWARTZ PROFIT SHARING PLAN 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: HOWARD M. SCHWARTZ PROFIT SHARING PLAN 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: HOWARD M. SCHWARTZ PROFIT SHARING PLAN 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: HOWARD M. SCHWARTZ PROFIT SHARING PLAN 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
2010: HOWARD M. SCHWARTZ PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HOWARD M. SCHWARTZ
Employer identification number (EIN):	382771888
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers