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SCHWARTZ & SCHWARTZ PSP PT QRP 401k Plan overview

Plan NameSCHWARTZ & SCHWARTZ PSP PT QRP
Plan identification number 001

SCHWARTZ & SCHWARTZ PSP PT QRP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

MARC & MICHAEL R. SCHWARTZ PTR has sponsored the creation of one or more 401k plans.

Company Name:MARC & MICHAEL R. SCHWARTZ PTR
Employer identification number (EIN):232017003
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHWARTZ & SCHWARTZ PSP PT QRP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL SCHWARTZ2024-07-04 MICHAEL SCHWARTZ2024-07-04
0012022-01-01MICHAEL SCHWARTZ2023-06-28 MICHAEL SCHWARTZ2023-06-28
0012021-01-01MICHAEL SCHWARTZ2022-07-02 MICHAEL SCHWARTZ2022-07-02
0012020-01-01MICHAEL SCHWARTZ2021-07-07 MICHAEL SCHWARTZ2021-07-07
0012019-01-01MICHAEL SCHWARTZ2020-07-10 MICHAEL SCHWARTZ2020-07-10
0012018-01-01MICHAEL SCHWARTZ2019-07-15 MICHAEL SCHWARTZ2019-07-15
0012017-01-01MICHAEL SCHWARTZ2018-07-09 MICHAEL SCHWARTZ2018-07-09
0012016-01-01MICHAEL SCHWARTZ2017-07-13 MICHAEL SCHWARTZ2017-07-13
0012015-01-01MICHAEL SCHWARTZ2016-06-23 MICHAEL SCHWARTZ2016-06-23
0012014-01-01MICHAEL SCHWARTZ2015-07-24
0012013-01-01MICHAEL SCHWARTZ2014-07-09
0012012-01-01MICHAEL SCHWARTZ2013-07-19 MICHAEL SCHWARTZ2013-07-19
0012011-01-01MICHAEL SCHWARTZ2012-07-23
0012010-01-01MICHAEL SCHWARTZ2011-07-20

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