401k Plan data: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN plan

SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. The employer maintaining this ESOP is an S Corporation Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

J.E. ADAMS INDUSTRIES, LTD has sponsored the creation of one or more 401k plans.

Company Name: J.E. ADAMS INDUSTRIES, LTD

Employer identification number (EIN): 208202904

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 KAREN POOL KAREN POOL 2019-06-10
002 2017-01-01 KAREN POOL KAREN POOL 2018-05-14
002 2016-01-01 KAREN POOL KAREN POOL 2017-05-12
002 2015-01-01 KAREN POOL KAREN POOL 2016-05-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	KAREN POOL	KAREN POOL	2019-06-10
002	2017-01-01	KAREN POOL	KAREN POOL	2018-05-14
002	2016-01-01	KAREN POOL	KAREN POOL	2017-05-12
002	2015-01-01	KAREN POOL	KAREN POOL	2016-05-13

Plan Statistics for SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 50
Number of retired or separated participants receiving benefits 2023-01-01 10
Number of other retired or separated participants entitled to future benefits 2023-01-01 2
Total of all active and inactive participants 2023-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 62
Number of participants with account balances 2023-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 1
2022: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 48
Number of retired or separated participants receiving benefits 2022-01-01 9
Number of other retired or separated participants entitled to future benefits 2022-01-01 6
Total of all active and inactive participants 2022-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 63
Number of participants with account balances 2022-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 44
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 4
Total of all active and inactive participants 2021-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 58
Number of participants with account balances 2021-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 42
Number of retired or separated participants receiving benefits 2020-01-01 7
Number of other retired or separated participants entitled to future benefits 2020-01-01 7
Total of all active and inactive participants 2020-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 57
Number of participants with account balances 2020-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 46
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 4
Total of all active and inactive participants 2019-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 55
Number of participants with account balances 2019-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 43
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 10
Total of all active and inactive participants 2018-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 53
Number of participants with account balances 2018-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 44
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 7
Total of all active and inactive participants 2017-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 51
Number of participants with account balances 2017-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 46
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 2
Total of all active and inactive participants 2016-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 48
Number of participants with account balances 2016-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 43
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 3
Total of all active and inactive participants 2015-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 46
Number of participants with account balances 2015-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3

Measure	Date	Value
2023: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	50
Number of retired or separated participants receiving benefits	2023-01-01	10
Number of other retired or separated participants entitled to future benefits	2023-01-01	2
Total of all active and inactive participants	2023-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	62
Number of participants with account balances	2023-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	1
2022: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	48
Number of retired or separated participants receiving benefits	2022-01-01	9
Number of other retired or separated participants entitled to future benefits	2022-01-01	6
Total of all active and inactive participants	2022-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	63
Number of participants with account balances	2022-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	44
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	4
Total of all active and inactive participants	2021-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	58
Number of participants with account balances	2021-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	42
Number of retired or separated participants receiving benefits	2020-01-01	7
Number of other retired or separated participants entitled to future benefits	2020-01-01	7
Total of all active and inactive participants	2020-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	57
Number of participants with account balances	2020-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	46
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	4
Total of all active and inactive participants	2019-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	55
Number of participants with account balances	2019-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	43
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	10
Total of all active and inactive participants	2018-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	53
Number of participants with account balances	2018-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	44
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	7
Total of all active and inactive participants	2017-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	51
Number of participants with account balances	2017-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	46
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	2
Total of all active and inactive participants	2016-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	48
Number of participants with account balances	2016-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	43
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	3
Total of all active and inactive participants	2015-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	46
Number of participants with account balances	2015-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3

Financial Data on SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2023 : SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$2,505,960
Total plan liabilities at beginning of year	2023-12-31	$2,673,024
Total income from all sources	2023-12-31	$2,461,832
Expenses. Total of all expenses incurred	2023-12-31	$250,323
Benefits paid (including direct rollovers)	2023-12-31	$159,440
Total plan assets at end of year	2023-12-31	$18,595,615
Total plan assets at beginning of year	2023-12-31	$16,551,170
Value of fidelity bond covering the plan	2023-12-31	$2,000,000
Total contributions received or receivable from participants	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$90,883
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$2,044,445
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$2,211,509
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$16,089,655
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$13,878,146
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2023-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2023-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$18,595,615
Total contributions received or receivable from employer(s)	2023-12-31	$417,387
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2022 : SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$2,673,024
Total plan liabilities at beginning of year	2022-12-31	$2,840,088
Total income from all sources	2022-12-31	$895,827
Expenses. Total of all expenses incurred	2022-12-31	$205,296
Benefits paid (including direct rollovers)	2022-12-31	$108,733
Total plan assets at end of year	2022-12-31	$16,551,170
Total plan assets at beginning of year	2022-12-31	$16,027,703
Value of fidelity bond covering the plan	2022-12-31	$2,000,000
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$96,563
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$523,467
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$690,531
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$13,878,146
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$13,187,615
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2022-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$16,551,170
Total contributions received or receivable from employer(s)	2022-12-31	$372,360
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$2,840,088
Total plan liabilities at beginning of year	2021-12-31	$3,007,152
Total income from all sources	2021-12-31	$4,236,658
Expenses. Total of all expenses incurred	2021-12-31	$585,613
Benefits paid (including direct rollovers)	2021-12-31	$483,370
Total plan assets at end of year	2021-12-31	$16,027,703
Total plan assets at beginning of year	2021-12-31	$12,543,722
Value of fidelity bond covering the plan	2021-12-31	$2,000,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$102,243
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$3,483,981
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$3,651,045
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$13,187,615
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$9,536,570
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2021-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$16,027,703
Total contributions received or receivable from employer(s)	2021-12-31	$752,677
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$3,007,152
Total plan liabilities at beginning of year	2020-12-31	$3,174,216
Total income from all sources	2020-12-31	$2,998,864
Expenses. Total of all expenses incurred	2020-12-31	$153,903
Benefits paid (including direct rollovers)	2020-12-31	$45,684
Total plan assets at end of year	2020-12-31	$12,543,722
Total plan assets at beginning of year	2020-12-31	$9,865,825
Value of fidelity bond covering the plan	2020-12-31	$2,000,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$108,219
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$2,677,897
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$2,844,961
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$9,536,570
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,691,609
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2020-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2020-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$12,543,722
Total contributions received or receivable from employer(s)	2020-12-31	$320,967
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$3,174,216
Total plan liabilities at beginning of year	2019-12-31	$3,341,280
Total income from all sources	2019-12-31	$3,331,905
Expenses. Total of all expenses incurred	2019-12-31	$164,650
Benefits paid (including direct rollovers)	2019-12-31	$51,046
Total plan assets at end of year	2019-12-31	$9,865,825
Total plan assets at beginning of year	2019-12-31	$6,865,634
Value of fidelity bond covering the plan	2019-12-31	$2,000,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$113,604
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$3,000,191
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$3,167,255
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,691,609
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,524,354
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2019-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2019-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$0
Assets. Value of employer securities	2019-12-31	$9,865,825
Total contributions received or receivable from employer(s)	2019-12-31	$331,714
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$3,341,280
Total plan liabilities at beginning of year	2018-12-31	$3,508,344
Total income from all sources	2018-12-31	$869,676
Expenses. Total of all expenses incurred	2018-12-31	$155,478
Benefits paid (including direct rollovers)	2018-12-31	$36,194
Total plan assets at end of year	2018-12-31	$6,865,634
Total plan assets at beginning of year	2018-12-31	$6,318,500
Value of fidelity bond covering the plan	2018-12-31	$2,000,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$119,284
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$547,134
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$714,198
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,524,354
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,810,156
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2018-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2018-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$0
Assets. Value of employer securities	2018-12-31	$6,865,634
Total contributions received or receivable from employer(s)	2018-12-31	$322,542
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$3,508,344
Total plan liabilities at beginning of year	2017-12-31	$3,675,408
Total income from all sources	2017-12-31	$2,939,594
Expenses. Total of all expenses incurred	2017-12-31	$125,261
Benefits paid (including direct rollovers)	2017-12-31	$297
Total plan assets at end of year	2017-12-31	$6,318,500
Total plan assets at beginning of year	2017-12-31	$3,671,231
Value of fidelity bond covering the plan	2017-12-31	$2,000,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$124,964
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$2,647,268
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$2,814,333
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,810,156
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$-4,177
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2017-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2017-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$6,318,500
Total contributions received or receivable from employer(s)	2017-12-31	$292,326
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$3,675,408
Total plan liabilities at beginning of year	2016-12-31	$3,842,472
Total income from all sources	2016-12-31	$2,063,598
Expenses. Total of all expenses incurred	2016-12-31	$131,921
Benefits paid (including direct rollovers)	2016-12-31	$919
Total plan assets at end of year	2016-12-31	$3,671,231
Total plan assets at beginning of year	2016-12-31	$1,906,618
Value of fidelity bond covering the plan	2016-12-31	$2,000,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$131,002
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$1,764,613
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$1,931,677
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$-4,177
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$-1,935,854
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2016-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2016-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$0
Assets. Value of employer securities	2016-12-31	$3,671,231
Total contributions received or receivable from employer(s)	2016-12-31	$298,985
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 : SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$3,842,472
Total plan liabilities at beginning of year	2015-12-31	$4,009,536
Total income from all sources	2015-12-31	$1,602,180
Expenses. Total of all expenses incurred	2015-12-31	$136,889
Benefits paid (including direct rollovers)	2015-12-31	$565
Total plan assets at end of year	2015-12-31	$1,906,618
Total plan assets at beginning of year	2015-12-31	$608,391
Value of fidelity bond covering the plan	2015-12-31	$2,000,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$136,324
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$1,298,226
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$1,465,291
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$-1,935,854
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$-3,401,145
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2015-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2015-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$0
Assets. Value of employer securities	2015-12-31	$1,906,618
Total contributions received or receivable from employer(s)	2015-12-31	$303,954
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

Form 5500 Responses for SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN

2023: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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: SCHWARTZ & CO. ENTERPRISES, LTD EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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

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Company Name:	J.E. ADAMS INDUSTRIES, LTD
Employer identification number (EIN):	208202904
NAIC Classification:	332900