401k Plan data: MARC SCHWARTZ MD, INC. RETIREMENT PLAN plan

MARC SCHWARTZ MD, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	MARC SCHWARTZ MD, INC. RETIREMENT PLAN
Plan identification number	002

MARC SCHWARTZ MD, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

MARC SCHWARTZ MD, INC. has sponsored the creation of one or more 401k plans.

Company Name: MARC SCHWARTZ MD, INC.

Employer identification number (EIN): 680063147

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARC SCHWARTZ MD, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 MARC SCHWARTZ 2023-09-15
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 RACHEL FIERBERG 2019-09-27
002 2017-01-01
002 2016-01-01

Plan Statistics for MARC SCHWARTZ MD, INC. RETIREMENT PLAN

401k plan membership statisitcs for MARC SCHWARTZ MD, INC. RETIREMENT PLAN

Measure Date Value
2018: MARC SCHWARTZ MD, INC. RETIREMENT PLAN 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 4
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 0
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: MARC SCHWARTZ MD, INC. RETIREMENT PLAN 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: MARC SCHWARTZ MD, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
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

Measure	Date	Value
2018: MARC SCHWARTZ MD, INC. RETIREMENT PLAN 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	4
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	0
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: MARC SCHWARTZ MD, INC. RETIREMENT PLAN 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: MARC SCHWARTZ MD, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
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

Financial Data on MARC SCHWARTZ MD, INC. RETIREMENT PLAN

Measure	Date	Value
2018 : MARC SCHWARTZ MD, INC. RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-51,871
Expenses. Total of all expenses incurred	2018-12-31	$30,678
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$3,688,316
Total plan assets at beginning of year	2018-12-31	$3,770,865
Total contributions received or receivable from participants	2018-12-31	$35,342
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-162,876
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-82,549
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,688,316
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,770,865
Assets. Value of participant loans	2018-12-31	$5,089
Total contributions received or receivable from employer(s)	2018-12-31	$75,663
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$30,678
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : MARC SCHWARTZ MD, INC. RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$765,361
Expenses. Total of all expenses incurred	2017-12-31	$25,711
Total plan assets at end of year	2017-12-31	$3,770,865
Total plan assets at beginning of year	2017-12-31	$3,031,215
Total contributions received or receivable from participants	2017-12-31	$45,368
Other income received	2017-12-31	$649,868
Net income (gross income less expenses)	2017-12-31	$739,650
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,770,865
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,031,215
Assets. Value of participant loans	2017-12-31	$5,088
Total contributions received or receivable from employer(s)	2017-12-31	$70,125
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$25,711
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : MARC SCHWARTZ MD, INC. RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$280,824
Expenses. Total of all expenses incurred	2016-12-31	$22,928
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$3,031,215
Total plan assets at beginning of year	2016-12-31	$2,773,319
Total contributions received or receivable from participants	2016-12-31	$46,573
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$172,001
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$257,896
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,031,215
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,773,319
Assets. Value of participant loans	2016-12-31	$5,588
Total contributions received or receivable from employer(s)	2016-12-31	$62,250
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$22,928
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0

Form 5500 Responses for MARC SCHWARTZ MD, INC. RETIREMENT PLAN

2018: MARC SCHWARTZ MD, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MARC SCHWARTZ MD, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MARC SCHWARTZ MD, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARC SCHWARTZ MD, INC.
Employer identification number (EIN):	680063147
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	MARC SCHWARTZ	2023-09-15
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	RACHEL FIERBERG	2019-09-27
002	2017-01-01
002	2016-01-01