401k Plan data: MICHAEL SCHWARTZBERG PROFIT SHARING PLAN plan

MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 401k Plan overview

Plan Name	MICHAEL SCHWARTZBERG PROFIT SHARING PLAN
Plan identification number	001

MICHAEL SCHWARTZBERG PROFIT SHARING PLAN Benefits

401k Plan Type	Other Pension Benefit
Plan Features/Benefits	Plan covering Self-Employed individuals.

401k Sponsoring company profile

MICHAEL SCHWARTZBERG PROFIT SHARING has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL SCHWARTZBERG PROFIT SHARING

Employer identification number (EIN): 156485043

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL SCHWARTZBERG PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MICHAEL SCHWARTZBERG 2023-07-27
001 2021-01-01 MICHAEL SCHWARTZBERG 2022-07-28
001 2020-01-01 MICHAEL SCHWARTZBERG 2021-07-15
001 2019-01-01 MICHAEL SCHWARTZBERG 2020-07-22
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 MICHAEL SCHWARTZBERG
001 2011-01-01 MICHAEL SCHWARTZBERG
001 2010-01-01 JOHN UR
001 2009-01-01 JOHN UR

Plan Statistics for MICHAEL SCHWARTZBERG PROFIT SHARING PLAN

401k plan membership statisitcs for MICHAEL SCHWARTZBERG PROFIT SHARING PLAN

Measure Date Value
2022: MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Total participants 2022-01-01 0
2021: MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Total participants 2021-01-01 0
2020: MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Total participants 2020-01-01 0
2019: MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Total participants 2019-01-01 0
2018: MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Total participants 2018-01-01 0
2017: MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total of all active and inactive participants 2017-01-01 0
Total participants 2017-01-01 0
2016: MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total of all active and inactive participants 2016-01-01 0
Total participants 2016-01-01 0
2015: MICHAEL SCHWARTZBERG 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
Total of all active and inactive participants 2015-01-01 1
Total participants 2015-01-01 1
2014: MICHAEL SCHWARTZBERG 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
Total of all active and inactive participants 2014-01-01 1
Total participants 2014-01-01 1
2013: MICHAEL SCHWARTZBERG 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
Total of all active and inactive participants 2013-01-01 1
Total participants 2013-01-01 1
2012: MICHAEL SCHWARTZBERG 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
Total of all active and inactive participants 2012-01-01 1
Total participants 2012-01-01 1
2011: MICHAEL SCHWARTZBERG 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
Total of all active and inactive participants 2011-01-01 1
Total participants 2011-01-01 1
2010: MICHAEL SCHWARTZBERG 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
Total of all active and inactive participants 2010-01-01 1
Total participants 2010-01-01 1
2009: MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Total of all active and inactive participants 2009-01-01 1
Total participants 2009-01-01 1
Number of participants with account balances 2009-01-01 1

Measure	Date	Value
2022: MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Total participants	2022-01-01	0
2021: MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Total participants	2021-01-01	0
2020: MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Total participants	2020-01-01	0
2019: MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Total participants	2019-01-01	0
2018: MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Total participants	2018-01-01	0
2017: MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total of all active and inactive participants	2017-01-01	0
Total participants	2017-01-01	0
2016: MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total of all active and inactive participants	2016-01-01	0
Total participants	2016-01-01	0
2015: MICHAEL SCHWARTZBERG 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
Total of all active and inactive participants	2015-01-01	1
Total participants	2015-01-01	1
2014: MICHAEL SCHWARTZBERG 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
Total of all active and inactive participants	2014-01-01	1
Total participants	2014-01-01	1
2013: MICHAEL SCHWARTZBERG 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
Total of all active and inactive participants	2013-01-01	1
Total participants	2013-01-01	1
2012: MICHAEL SCHWARTZBERG 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
Total of all active and inactive participants	2012-01-01	1
Total participants	2012-01-01	1
2011: MICHAEL SCHWARTZBERG 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
Total of all active and inactive participants	2011-01-01	1
Total participants	2011-01-01	1
2010: MICHAEL SCHWARTZBERG 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
Total of all active and inactive participants	2010-01-01	1
Total participants	2010-01-01	1
2009: MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Total of all active and inactive participants	2009-01-01	1
Total participants	2009-01-01	1
Number of participants with account balances	2009-01-01	1

Financial Data on MICHAEL SCHWARTZBERG PROFIT SHARING PLAN

Measure	Date	Value
2022 : MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-146,236
Expenses. Total of all expenses incurred	2022-12-31	$6,232
Total plan assets at end of year	2022-12-31	$1,198,780
Total plan assets at beginning of year	2022-12-31	$1,351,248
Expenses. Other expenses not covered elsewhere	2022-12-31	$6,232
Other income received	2022-12-31	$-176,236
Net income (gross income less expenses)	2022-12-31	$-152,468
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,198,780
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,351,248
Total contributions received or receivable from employer(s)	2022-12-31	$30,000
2021 : MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$230,401
Expenses. Total of all expenses incurred	2021-12-31	$6,344
Total plan assets at end of year	2021-12-31	$1,351,248
Total plan assets at beginning of year	2021-12-31	$1,127,191
Expenses. Other expenses not covered elsewhere	2021-12-31	$6,344
Other income received	2021-12-31	$200,007
Net income (gross income less expenses)	2021-12-31	$224,057
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,351,248
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,127,191
Total contributions received or receivable from employer(s)	2021-12-31	$30,394
2020 : MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$133,365
Expenses. Total of all expenses incurred	2020-12-31	$4,772
Total plan assets at end of year	2020-12-31	$1,127,191
Total plan assets at beginning of year	2020-12-31	$998,598
Expenses. Other expenses not covered elsewhere	2020-12-31	$4,772
Other income received	2020-12-31	$103,365
Net income (gross income less expenses)	2020-12-31	$128,593
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,127,191
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$998,598
Total contributions received or receivable from employer(s)	2020-12-31	$30,000
2019 : MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$205,826
Expenses. Total of all expenses incurred	2019-12-31	$4,531
Total plan assets at end of year	2019-12-31	$998,598
Total plan assets at beginning of year	2019-12-31	$797,303
Expenses. Other expenses not covered elsewhere	2019-12-31	$4,531
Other income received	2019-12-31	$175,826
Net income (gross income less expenses)	2019-12-31	$201,295
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$998,598
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$797,303
Total contributions received or receivable from employer(s)	2019-12-31	$30,000
2018 : MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$69,124
Expenses. Total of all expenses incurred	2018-12-31	$129,954
Total plan assets at end of year	2018-12-31	$797,303
Total plan assets at beginning of year	2018-12-31	$858,133
Expenses. Other expenses not covered elsewhere	2018-12-31	$129,954
Other income received	2018-12-31	$39,124
Net income (gross income less expenses)	2018-12-31	$-60,830
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$797,303
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$858,133
Total contributions received or receivable from employer(s)	2018-12-31	$30,000
2017 : MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$152,645
Total plan assets at end of year	2017-12-31	$858,133
Total plan assets at beginning of year	2017-12-31	$705,488
Other income received	2017-12-31	$122,645
Net income (gross income less expenses)	2017-12-31	$152,645
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$858,133
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$705,488
Total contributions received or receivable from employer(s)	2017-12-31	$30,000
2016 : MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$98,667
Total plan assets at end of year	2016-12-31	$705,488
Total plan assets at beginning of year	2016-12-31	$606,821
Other income received	2016-12-31	$68,667
Net income (gross income less expenses)	2016-12-31	$98,667
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$705,488
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$606,821
Total contributions received or receivable from employer(s)	2016-12-31	$30,000
2015 : MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$27,500
Expenses. Total of all expenses incurred	2015-12-31	$28,087
Total plan assets at end of year	2015-12-31	$606,821
Total plan assets at beginning of year	2015-12-31	$607,408
Expenses. Other expenses not covered elsewhere	2015-12-31	$28,087
Net income (gross income less expenses)	2015-12-31	$-587
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$606,821
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$607,408
Total contributions received or receivable from employer(s)	2015-12-31	$27,500
2014 : MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$42,880
Total plan assets at end of year	2014-12-31	$607,408
Total plan assets at beginning of year	2014-12-31	$564,528
Other income received	2014-12-31	$15,380
Net income (gross income less expenses)	2014-12-31	$42,880
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$607,408
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$564,528
Total contributions received or receivable from employer(s)	2014-12-31	$27,500
2013 : MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$117,120
Total plan assets at end of year	2013-12-31	$564,528
Total plan assets at beginning of year	2013-12-31	$447,408
Other income received	2013-12-31	$89,620
Net income (gross income less expenses)	2013-12-31	$117,120
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$564,528
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$447,408
Total contributions received or receivable from employer(s)	2013-12-31	$27,500
2012 : MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$86,589
Total plan assets at end of year	2012-12-31	$447,408
Total plan assets at beginning of year	2012-12-31	$360,819
Other income received	2012-12-31	$52,467
Net income (gross income less expenses)	2012-12-31	$86,589
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$447,408
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$360,819
Total contributions received or receivable from employer(s)	2012-12-31	$34,122
2011 : MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$47,331
Expenses. Total of all expenses incurred	2011-12-31	$35,462
Total plan assets at end of year	2011-12-31	$360,819
Total plan assets at beginning of year	2011-12-31	$348,950
Expenses. Other expenses not covered elsewhere	2011-12-31	$35,462
Other income received	2011-12-31	$13,209
Net income (gross income less expenses)	2011-12-31	$11,869
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$360,819
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$348,950
Total contributions received or receivable from employer(s)	2011-12-31	$34,122
2010 : MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$70,879
Expenses. Total of all expenses incurred	2010-12-31	$136
Total plan assets at end of year	2010-12-31	$348,950
Total plan assets at beginning of year	2010-12-31	$278,206
Expenses. Other expenses not covered elsewhere	2010-12-31	$136
Other income received	2010-12-31	$46,466
Net income (gross income less expenses)	2010-12-31	$70,743
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$348,950
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$278,206
Total contributions received or receivable from employer(s)	2010-12-31	$24,413

Form 5500 Responses for MICHAEL SCHWARTZBERG PROFIT SHARING PLAN

2022: MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MICHAEL SCHWARTZBERG 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: MICHAEL SCHWARTZBERG 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: MICHAEL SCHWARTZBERG 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: MICHAEL SCHWARTZBERG 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: MICHAEL SCHWARTZBERG 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: MICHAEL SCHWARTZBERG 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: MICHAEL SCHWARTZBERG 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
2009: MICHAEL SCHWARTZBERG PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MICHAEL SCHWARTZBERG PROFIT SHARING
Employer identification number (EIN):	156485043
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	MICHAEL SCHWARTZBERG	2023-07-27
001	2021-01-01	MICHAEL SCHWARTZBERG	2022-07-28
001	2020-01-01	MICHAEL SCHWARTZBERG	2021-07-15
001	2019-01-01	MICHAEL SCHWARTZBERG	2020-07-22
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	MICHAEL SCHWARTZBERG
001	2011-01-01	MICHAEL SCHWARTZBERG
001	2010-01-01	JOHN UR
001	2009-01-01	JOHN UR