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THOMAS B. SCHWAY AND ASSOCIATES AGE WEIGHTED PROFIT SHARING PLAN 401k Plan overview

Plan NameTHOMAS B. SCHWAY AND ASSOCIATES AGE WEIGHTED PROFIT SHARING PLAN
Plan identification number 001

THOMAS B. SCHWAY AND ASSOCIATES AGE WEIGHTED 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

THOMAS B. SCHWAY AND ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:THOMAS B. SCHWAY AND ASSOCIATES
Employer identification number (EIN):411617400
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS B. SCHWAY AND ASSOCIATES AGE WEIGHTED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01THOMAS B. SCHWAY2024-10-11 THOMAS B. SCHWAY2024-10-11
0012022-01-01THOMAS SCHWAY2023-10-13 THOMAS SCHWAY2023-10-13
0012021-01-01THOMAS B. SCHWAY2022-10-13 THOMAS B. SCHWAY2022-10-13
0012020-01-01THOMAS SCHWAY2021-10-13 THOMAS SCHWAY2021-10-13
0012019-01-01THOMAS B. SCHWAY2020-09-11 THOMAS B. SCHWAY2020-09-11
0012018-01-01THOMAS B. SCHWAY2019-09-12 THOMAS B. SCHWAY2019-09-12
0012017-01-01THOMAS SCHWAY2018-07-31 THOMAS SCHWAY2018-07-31
0012016-01-01THOMAS B. SCHWAY2017-10-16 THOMAS B. SCHWAY2017-10-16
0012015-01-01THOMAS SCHWAY2016-10-17 THOMAS SCHWAY2016-10-17
0012014-01-01THOMAS SCHWAY2015-10-14 THOMAS SCHWAY2015-10-14
0012013-01-01THOMAS B. SCHWAY2014-10-14 THOMAS B. SCHWAY2014-10-14
0012012-01-01THOMAS SCHWAY2013-10-08 THOMAS SCHWAY2013-10-08
0012011-01-01THOMAS SCHWAY2012-10-12 THOMAS SCHWAY2012-10-12
0012010-01-01THOMAS B. SCHWAY THOMAS B. SCHWAY2011-08-01
0012009-01-01THOMAS SCHWAY THOMAS SCHWAY2010-07-22
0012009-01-01THOMAS SCHWAY THOMAS SCHWAY2010-07-22

Plan Statistics for THOMAS B. SCHWAY AND ASSOCIATES AGE WEIGHTED PROFIT SHARING PLAN

401k plan membership statisitcs for THOMAS B. SCHWAY AND ASSOCIATES AGE WEIGHTED PROFIT SHARING PLAN

Measure Date Value
2025: THOMAS B. SCHWAY AND ASSOCIATES AGE WEIGHTED PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-148
Total number of particpants at end of year2025-10-148
Number of Participants With Account Balances2025-10-148
2024: THOMAS B. SCHWAY AND ASSOCIATES AGE WEIGHTED PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-117
Total number of particpants at end of year2024-10-117
Number of Participants With Account Balances2024-10-117
2022: THOMAS B. SCHWAY AND ASSOCIATES AGE WEIGHTED PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-136
Total number of particpants at end of year2022-10-136
Number of Participants With Account Balances2022-10-136
2010: THOMAS B. SCHWAY AND ASSOCIATES AGE WEIGHTED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-019
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-019
Number of participants with account balances2010-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THOMAS B. SCHWAY AND ASSOCIATES AGE WEIGHTED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THOMAS B. SCHWAY AND ASSOCIATES AGE WEIGHTED PROFIT SHARING PLAN

Measure Date Value
2025 : THOMAS B. SCHWAY AND ASSOCIATES AGE WEIGHTED PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-142000050
Net assets as of the end of the plan year2025-10-14739574
Total assets as of the beginning of the plan year2025-10-142379102
Value of plan covered by a fidelity bond2025-10-1473958
Participant contributions to plan in this plan year2025-10-1414702
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-14337326
Plan net income in this plan year2025-10-14-1639528
Net assets as of the end of the plan year2025-10-14739574
Net assets as of the beginning of the plan year2025-10-142379102
Employer contributions to plan in this plan year2025-10-148494
Fees paid to broker by Benefit Provider2025-10-144895
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1450
2024 : THOMAS B. SCHWAY AND ASSOCIATES AGE WEIGHTED PROFIT SHARING PLAN 2024 401k financial data
Net assets as of the end of the plan year2024-10-112379102
Total assets as of the beginning of the plan year2024-10-111868256
Value of plan covered by a fidelity bond2024-10-11237911
Participant contributions to plan in this plan year2024-10-1118201
Other contributions to plan in this plan year2024-10-110
Other income to plan in this plan year2024-10-11480504
Plan net income in this plan year2024-10-11510846
Net assets as of the end of the plan year2024-10-112379102
Net assets as of the beginning of the plan year2024-10-111868256
Employer contributions to plan in this plan year2024-10-1112141
Fees paid to broker by Benefit Provider2024-10-115210
2022 : THOMAS B. SCHWAY AND ASSOCIATES AGE WEIGHTED PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-130
Total expenses incurred by plan in this plan year2022-10-130
Net assets as of the end of the plan year2022-10-132431601
Total assets as of the beginning of the plan year2022-10-132080710
Value of plan covered by a fidelity bond2022-10-13243161
Participant contributions to plan in this plan year2022-10-1328617
Value of participant loans at end of plan year2022-10-130
Other expenses paid from plan in this plan year2022-10-130
Other contributions to plan in this plan year2022-10-130
Other income to plan in this plan year2022-10-13293357
Plan net income in this plan year2022-10-13350891
Net assets as of the end of the plan year2022-10-132431601
Net assets as of the beginning of the plan year2022-10-132080710
Employer contributions to plan in this plan year2022-10-1328917
Fees paid to broker by Benefit Provider2022-10-135520
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-130
2010 : THOMAS B. SCHWAY AND ASSOCIATES AGE WEIGHTED PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$96,773
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$318,139
Total plan assets at beginning of year2010-12-31$221,366
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$19,231
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$38,398
Net income (gross income less expenses)2010-12-31$96,773
Net plan assets at end of year (total assets less liabilities)2010-12-31$318,139
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$221,366
Total contributions received or receivable from employer(s)2010-12-31$39,144
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

Form 5500 Responses for THOMAS B. SCHWAY AND ASSOCIATES AGE WEIGHTED PROFIT SHARING PLAN

2010: THOMAS B. SCHWAY AND ASSOCIATES AGE WEIGHTED 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 – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: THOMAS B. SCHWAY AND ASSOCIATES AGE WEIGHTED PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941747
Policy instance 1

Potentially related plans

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