SCHWARTZ & ASSOCIATES CPAS PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCHWARTZ & ASSOCIATES,CPAS PA PROFIT SHARING PLAN
401k plan membership statisitcs for SCHWARTZ & ASSOCIATES,CPAS PA PROFIT SHARING PLAN
Measure | Date | Value |
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2011: SCHWARTZ & ASSOCIATES,CPAS PA PROFIT SHARING PLAN 2011 401k membership |
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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 |
Number of participants with account balances | 2011-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: SCHWARTZ & ASSOCIATES,CPAS PA PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 3 |
Total participants | 2009-01-01 | 3 |
Number of participants with account balances | 2009-01-01 | 3 |
Measure | Date | Value |
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2011 : SCHWARTZ & ASSOCIATES,CPAS PA PROFIT SHARING PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $14,140 |
Expenses. Total of all expenses incurred | 2011-12-31 | $3,244 |
Total plan assets at end of year | 2011-12-31 | $719,901 |
Total plan assets at beginning of year | 2011-12-31 | $708,992 |
Value of fidelity bond covering the plan | 2011-12-31 | $175,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $3,144 |
Other income received | 2011-12-31 | $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 |
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Total income from all sources | 2010-12-31 | $57,954 |
Expenses. Total of all expenses incurred | 2010-12-31 | $8,281 |
Total plan assets at end of year | 2010-12-31 | $938,038 |
Total plan assets at beginning of year | 2010-12-31 | $1,072,350 |
Value of fidelity bond covering the plan | 2010-12-31 | $175,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $8,281 |
Other income received | 2010-12-31 | $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 |
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