401k Plan data: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN plan

MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 401k Plan overview

Plan Name	MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN
Plan identification number	002

MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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 A. SCHWARTZ, DDS, A PC has sponsored the creation of one or more 401k plans.

Company Name: MARC A. SCHWARTZ, DDS, A PC

Employer identification number (EIN): 943377797

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 MARC A. SCHWARTZ 2023-09-05
002 2021-01-01 MARC A. SCHWARTZ 2022-05-24
002 2020-01-01 MARC A. SCHWARTZ 2021-06-30
002 2019-01-01 MARC A. SCHWARTZ 2020-10-08
002 2018-01-01 MARC A. SCHWARTZ
002 2017-01-01 MARC A. SCHWARTZ
002 2016-01-01 MARC A. SCHWARTZ
002 2015-01-01 MARC A. SCHWARTZ
002 2014-01-01 MARC. A. SCHWARTZ
002 2013-01-01 MARC A. SCHWARTZ
002 2012-01-01 MARC A. SCHWARTZ
002 2011-01-01 MARC A. SCHWARTZ
002 2010-01-01 MARC A. SCHWARTZ
002 2009-01-01 MARC A. SCHWARTZ MARC A. SCHWARTZ 2010-06-05
002 2009-01-01 MARC A. SCHWARTZ
002 2009-01-01 MARC A. SCHWARTZ
002 2009-01-01 MARC A. SCHWARTZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	MARC A. SCHWARTZ	2023-09-05
002	2021-01-01	MARC A. SCHWARTZ	2022-05-24
002	2020-01-01	MARC A. SCHWARTZ	2021-06-30
002	2019-01-01	MARC A. SCHWARTZ	2020-10-08
002	2018-01-01	MARC A. SCHWARTZ
002	2017-01-01	MARC A. SCHWARTZ
002	2016-01-01	MARC A. SCHWARTZ
002	2015-01-01	MARC A. SCHWARTZ
002	2014-01-01	MARC. A. SCHWARTZ
002	2013-01-01	MARC A. SCHWARTZ
002	2012-01-01	MARC A. SCHWARTZ
002	2011-01-01	MARC A. SCHWARTZ
002	2010-01-01	MARC A. SCHWARTZ
002	2009-01-01	MARC A. SCHWARTZ		MARC A. SCHWARTZ	2010-06-05
002	2009-01-01	MARC A. SCHWARTZ
002	2009-01-01	MARC A. SCHWARTZ
002	2009-01-01	MARC A. SCHWARTZ

Plan Statistics for MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN

401k plan membership statisitcs for MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN

Measure Date Value
2018: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
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 2
Total of all active and inactive participants 2018-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
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 1
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
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 1
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
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 1
2013: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 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 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
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	2
Total of all active and inactive participants	2018-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
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	1
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
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	1
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
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	1
2013: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 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	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN

Measure	Date	Value
2018 : MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) 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	$9,865
Expenses. Total of all expenses incurred	2018-12-31	$52
Total plan assets at end of year	2018-12-31	$836,398
Total plan assets at beginning of year	2018-12-31	$826,585
Value of fidelity bond covering the plan	2018-12-31	$25,000
Total contributions received or receivable from participants	2018-12-31	$44,760
Other income received	2018-12-31	$-41,502
Net income (gross income less expenses)	2018-12-31	$9,813
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$836,398
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$826,585
Assets. Value of participant loans	2018-12-31	$31,619
Total contributions received or receivable from employer(s)	2018-12-31	$6,607
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$52
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) 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	$161,896
Expenses. Total of all expenses incurred	2017-12-31	$13,971
Benefits paid (including direct rollovers)	2017-12-31	$13,861
Total plan assets at end of year	2017-12-31	$826,585
Total plan assets at beginning of year	2017-12-31	$678,660
Value of fidelity bond covering the plan	2017-12-31	$25,000
Total contributions received or receivable from participants	2017-12-31	$45,313
Other income received	2017-12-31	$106,625
Net income (gross income less expenses)	2017-12-31	$147,925
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$826,585
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$678,660
Assets. Value of participant loans	2017-12-31	$42,080
Total contributions received or receivable from employer(s)	2017-12-31	$9,958
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$110
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) 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	$93,349
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$678,660
Total plan assets at beginning of year	2016-12-31	$585,311
Value of fidelity bond covering the plan	2016-12-31	$25,000
Total contributions received or receivable from participants	2016-12-31	$46,240
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	$33,764
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$93,349
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$678,660
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$585,311
Total contributions received or receivable from employer(s)	2016-12-31	$13,345
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$51,168
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$585,311
Total plan assets at beginning of year	2015-12-31	$534,143
Value of fidelity bond covering the plan	2015-12-31	$25,000
Total contributions received or receivable from participants	2015-12-31	$45,117
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-5,950
Net income (gross income less expenses)	2015-12-31	$51,168
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$585,311
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$534,143
Total contributions received or receivable from employer(s)	2015-12-31	$12,001
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$66,618
Expenses. Total of all expenses incurred	2014-12-31	$3,434
Benefits paid (including direct rollovers)	2014-12-31	$3,409
Total plan assets at end of year	2014-12-31	$534,143
Total plan assets at beginning of year	2014-12-31	$470,959
Value of fidelity bond covering the plan	2014-12-31	$25,000
Total contributions received or receivable from participants	2014-12-31	$32,675
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$23,991
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$63,184
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$534,143
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$470,959
Total contributions received or receivable from employer(s)	2014-12-31	$9,952
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$103,827
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$470,959
Total plan assets at beginning of year	2013-12-31	$367,132
Value of fidelity bond covering the plan	2013-12-31	$25,000
Total contributions received or receivable from participants	2013-12-31	$29,434
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$64,711
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$103,827
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$470,959
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$367,132
Total contributions received or receivable from employer(s)	2013-12-31	$9,682
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$1,000
Total income from all sources	2012-12-31	$88,875
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$367,132
Total plan assets at beginning of year	2012-12-31	$279,257
Value of fidelity bond covering the plan	2012-12-31	$25,000
Total contributions received or receivable from participants	2012-12-31	$42,900
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$38,092
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$88,875
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$367,132
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$278,257
Total contributions received or receivable from employer(s)	2012-12-31	$7,883
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$1,000
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$45,462
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$279,257
Total plan assets at beginning of year	2011-12-31	$232,795
Value of fidelity bond covering the plan	2011-12-31	$25,000
Total contributions received or receivable from participants	2011-12-31	$40,900
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-7,066
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$45,462
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$278,257
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$232,795
Total contributions received or receivable from employer(s)	2011-12-31	$11,628
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$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 securities	2011-12-31	$0
2010 : MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$62,168
Expenses. Total of all expenses incurred	2010-12-31	$6,827
Benefits paid (including direct rollovers)	2010-12-31	$6,827
Total plan assets at end of year	2010-12-31	$232,795
Total plan assets at beginning of year	2010-12-31	$177,454
Value of fidelity bond covering the plan	2010-12-31	$25,000
Total contributions received or receivable from participants	2010-12-31	$38,500
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$16,986
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$55,341
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$232,795
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$177,454
Total contributions received or receivable from employer(s)	2010-12-31	$6,682
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN

2018: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) 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 A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) 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 A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) 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
2015: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MARC A. SCHWARTZ, DDS, INC., PROFIT SHARING/401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARC A. SCHWARTZ, DDS, A PC
Employer identification number (EIN):	943377797
NAIC Classification:	621210
NAIC Description:	Offices of Dentists