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SCHWARTZ & ASSOCIATES,CPAS PA PROFIT SHARING PLAN 401k Plan overview

Plan NameSCHWARTZ & ASSOCIATES,CPAS PA PROFIT SHARING PLAN
Plan identification number 001

SCHWARTZ & ASSOCIATES,CPAS PA PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

SCHWARTZ & ASSOCIATES CPAS PA has sponsored the creation of one or more 401k plans.

Company Name:SCHWARTZ & ASSOCIATES CPAS PA
Employer identification number (EIN):203184517
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHWARTZ & ASSOCIATES,CPAS PA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01RICHARD SCHWARTZ
0012009-01-01RICHARD L SCHWARTZ

Plan Statistics for SCHWARTZ & ASSOCIATES,CPAS PA PROFIT SHARING PLAN

401k plan membership statisitcs for SCHWARTZ & ASSOCIATES,CPAS PA PROFIT SHARING PLAN

Measure Date Value
2011: SCHWARTZ & ASSOCIATES,CPAS PA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SCHWARTZ & ASSOCIATES,CPAS PA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on SCHWARTZ & ASSOCIATES,CPAS PA PROFIT SHARING PLAN

Measure Date Value
2011 : SCHWARTZ & ASSOCIATES,CPAS PA PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$14,140
Expenses. Total of all expenses incurred2011-12-31$3,244
Total plan assets at end of year2011-12-31$719,901
Total plan assets at beginning of year2011-12-31$708,992
Value of fidelity bond covering the plan2011-12-31$175,000
Expenses. Other expenses not covered elsewhere2011-12-31$3,144
Other income received2011-12-31$14,140
Net income (gross income less expenses)2011-12-31$10,896
Net plan assets at end of year (total assets less liabilities)2011-12-31$719,901
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$708,992
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$100
2010 : SCHWARTZ & ASSOCIATES,CPAS PA PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$57,954
Expenses. Total of all expenses incurred2010-12-31$8,281
Total plan assets at end of year2010-12-31$938,038
Total plan assets at beginning of year2010-12-31$1,072,350
Value of fidelity bond covering the plan2010-12-31$175,000
Expenses. Other expenses not covered elsewhere2010-12-31$8,281
Other income received2010-12-31$43,753
Net income (gross income less expenses)2010-12-31$49,673
Net plan assets at end of year (total assets less liabilities)2010-12-31$938,038
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,072,350
Assets. Value of real-estate (other than employer real property)2010-12-31$187,000
Total contributions received or receivable from employer(s)2010-12-31$14,201

Form 5500 Responses for SCHWARTZ & ASSOCIATES,CPAS PA PROFIT SHARING PLAN

2011: SCHWARTZ & ASSOCIATES,CPAS PA PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SCHWARTZ & ASSOCIATES,CPAS PA PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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