401k Plan data: JACOBSON & SCHWARTZ EMPLOYEE BENEFIT PLAN plan

JACOBSON & SCHWARTZ EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan Name	JACOBSON & SCHWARTZ EMPLOYEE BENEFIT PLAN
Plan identification number	003

JACOBSON & SCHWARTZ EMPLOYEE BENEFIT 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.
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

JACOBSON & SCHWARTZ has sponsored the creation of one or more 401k plans.

Company Name: JACOBSON & SCHWARTZ

Employer identification number (EIN): 112745138

NAIC Classification: 541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACOBSON & SCHWARTZ EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 GARY R. SCHWARTZ 2024-08-20 GARY R. SCHWARTZ 2024-08-20
003 2022-01-01 GARY R. SCHWARTZ 2023-07-11
003 2021-01-01 GARY R. SCHWARTZ 2022-09-30
003 2020-01-01 GARY R. SCHWARTZ 2021-07-23
003 2019-01-01 GARY R. SCHWARTZ 2020-06-25
003 2018-01-01 GARY R. SCHWARTZ 2019-07-29
003 2017-01-01 GARY R. SCHWARTZ 2018-07-20
003 2016-01-01 GARY R. SCHWARTZ 2017-09-01
003 2015-01-01 GARY R. SCHWARTZ 2016-09-22
003 2014-01-01 GARY R. SCHWARTZ 2015-07-13
003 2013-01-01 GARY R. SCHWARTZ 2014-08-06
003 2012-01-01 GARY R. SCHWARTZ 2013-07-02
003 2011-01-01 GARY R. SCHWARTZ 2012-06-11
003 2010-01-01 GARY R. SCHWARTZ 2011-10-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	GARY R. SCHWARTZ	2024-08-20	GARY R. SCHWARTZ	2024-08-20
003	2022-01-01	GARY R. SCHWARTZ	2023-07-11
003	2021-01-01	GARY R. SCHWARTZ	2022-09-30
003	2020-01-01	GARY R. SCHWARTZ	2021-07-23
003	2019-01-01	GARY R. SCHWARTZ	2020-06-25
003	2018-01-01	GARY R. SCHWARTZ	2019-07-29
003	2017-01-01	GARY R. SCHWARTZ	2018-07-20
003	2016-01-01	GARY R. SCHWARTZ	2017-09-01
003	2015-01-01	GARY R. SCHWARTZ	2016-09-22
003	2014-01-01	GARY R. SCHWARTZ	2015-07-13
003	2013-01-01	GARY R. SCHWARTZ	2014-08-06
003	2012-01-01	GARY R. SCHWARTZ	2013-07-02
003	2011-01-01	GARY R. SCHWARTZ	2012-06-11
003	2010-01-01	GARY R. SCHWARTZ	2011-10-06

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Company Name:	JACOBSON & SCHWARTZ
Employer identification number (EIN):	112745138
NAIC Classification:	541190