401k Plan data: EDMOND A SWAD P.C. PROFIT SHARING TRUST plan

EDMOND A SWAD P.C. PROFIT SHARING TRUST 401k Plan overview

Plan Name	EDMOND A SWAD P.C. PROFIT SHARING TRUST
Plan identification number	002

EDMOND A SWAD P.C. PROFIT SHARING TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

EDMOND A SWAD P. C. has sponsored the creation of one or more 401k plans.

Company Name: EDMOND A SWAD P. C.

Employer identification number (EIN): 382043029

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDMOND A SWAD P.C. PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-02-01
002 2022-02-01
002 2021-02-01
002 2020-02-01
002 2019-02-01
002 2018-02-01
002 2017-02-01 EDMOND A SWAD EDMOND A SWAD 2018-06-20
002 2016-02-01 EDMOND A SWAD EDMOND A SWAD 2017-06-22
002 2015-02-01 EDMOND A SWAD EDMOND A SWAD 2016-08-03
002 2014-02-01 EDMOND A. SWAD EDMOND A. SWAD 2015-07-16
002 2013-02-01 EDMOND A. SWAD EDMOND A. SWAD 2014-07-10
002 2012-02-01 EDMOND A. SWAD EDMOND A. SWAD 2013-07-08
002 2011-02-01 EDMOND A. SWAD EDMOND A. SWAD 2012-08-12
002 2010-02-01 EDMOND A. SWAD EDMOND A. SWAD 2011-08-31
002 2009-02-01 EDMOND A. SWAD EDMOND A. SWAD 2010-08-25

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2023-02-01
002	2022-02-01
002	2021-02-01
002	2020-02-01
002	2019-02-01
002	2018-02-01
002	2017-02-01	EDMOND A SWAD	EDMOND A SWAD	2018-06-20
002	2016-02-01	EDMOND A SWAD	EDMOND A SWAD	2017-06-22
002	2015-02-01	EDMOND A SWAD	EDMOND A SWAD	2016-08-03
002	2014-02-01	EDMOND A. SWAD	EDMOND A. SWAD	2015-07-16
002	2013-02-01	EDMOND A. SWAD	EDMOND A. SWAD	2014-07-10
002	2012-02-01	EDMOND A. SWAD	EDMOND A. SWAD	2013-07-08
002	2011-02-01	EDMOND A. SWAD	EDMOND A. SWAD	2012-08-12
002	2010-02-01	EDMOND A. SWAD	EDMOND A. SWAD	2011-08-31
002	2009-02-01	EDMOND A. SWAD	EDMOND A. SWAD	2010-08-25

Plan Statistics for EDMOND A SWAD P.C. PROFIT SHARING TRUST

401k plan membership statisitcs for EDMOND A SWAD P.C. PROFIT SHARING TRUST

Measure Date Value
2023: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2023 401k membership
Total participants, beginning-of-year 2023-02-01 23
Total number of active participants reported on line 7a of the Form 5500 2023-02-01 13
Number of retired or separated participants receiving benefits 2023-02-01 0
Number of other retired or separated participants entitled to future benefits 2023-02-01 7
Total of all active and inactive participants 2023-02-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-02-01 0
Total participants 2023-02-01 20
Number of participants with account balances 2023-02-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-02-01 0
2022: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2022 401k membership
Total participants, beginning-of-year 2022-02-01 19
Total number of active participants reported on line 7a of the Form 5500 2022-02-01 14
Number of retired or separated participants receiving benefits 2022-02-01 0
Number of other retired or separated participants entitled to future benefits 2022-02-01 9
Total of all active and inactive participants 2022-02-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-02-01 0
Total participants 2022-02-01 23
Number of participants with account balances 2022-02-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-02-01 0
2021: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2021 401k membership
Total participants, beginning-of-year 2021-02-01 19
Total number of active participants reported on line 7a of the Form 5500 2021-02-01 13
Number of retired or separated participants receiving benefits 2021-02-01 7
Number of other retired or separated participants entitled to future benefits 2021-02-01 0
Total of all active and inactive participants 2021-02-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-02-01 0
Total participants 2021-02-01 20
Number of participants with account balances 2021-02-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-02-01 0
2020: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2020 401k membership
Total participants, beginning-of-year 2020-02-01 19
Total number of active participants reported on line 7a of the Form 5500 2020-02-01 12
Number of retired or separated participants receiving benefits 2020-02-01 7
Number of other retired or separated participants entitled to future benefits 2020-02-01 0
Total of all active and inactive participants 2020-02-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-02-01 0
Total participants 2020-02-01 19
Number of participants with account balances 2020-02-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-02-01 0
2019: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2019 401k membership
Total participants, beginning-of-year 2019-02-01 18
Total number of active participants reported on line 7a of the Form 5500 2019-02-01 12
Number of retired or separated participants receiving benefits 2019-02-01 7
Number of other retired or separated participants entitled to future benefits 2019-02-01 0
Total of all active and inactive participants 2019-02-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-02-01 0
Total participants 2019-02-01 19
Number of participants with account balances 2019-02-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-02-01 0
2018: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2018 401k membership
Total participants, beginning-of-year 2018-02-01 19
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 11
Number of retired or separated participants receiving benefits 2018-02-01 8
Number of other retired or separated participants entitled to future benefits 2018-02-01 0
Total of all active and inactive participants 2018-02-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-02-01 0
Total participants 2018-02-01 19
Number of participants with account balances 2018-02-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-02-01 0
2017: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2017 401k membership
Total participants, beginning-of-year 2017-02-01 20
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 12
Number of retired or separated participants receiving benefits 2017-02-01 7
Number of other retired or separated participants entitled to future benefits 2017-02-01 0
Total of all active and inactive participants 2017-02-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-01 0
Total participants 2017-02-01 19
Number of participants with account balances 2017-02-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-02-01 0
2016: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2016 401k membership
Total participants, beginning-of-year 2016-02-01 20
Total number of active participants reported on line 7a of the Form 5500 2016-02-01 12
Number of retired or separated participants receiving benefits 2016-02-01 8
Number of other retired or separated participants entitled to future benefits 2016-02-01 0
Total of all active and inactive participants 2016-02-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-02-01 0
Total participants 2016-02-01 20
Number of participants with account balances 2016-02-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-02-01 0
2015: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2015 401k membership
Total participants, beginning-of-year 2015-02-01 23
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 12
Number of retired or separated participants receiving benefits 2015-02-01 8
Number of other retired or separated participants entitled to future benefits 2015-02-01 0
Total of all active and inactive participants 2015-02-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-02-01 0
Total participants 2015-02-01 20
Number of participants with account balances 2015-02-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-02-01 0
2014: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2014 401k membership
Total participants, beginning-of-year 2014-02-01 21
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 14
Number of other retired or separated participants entitled to future benefits 2014-02-01 9
Total of all active and inactive participants 2014-02-01 23
Total participants 2014-02-01 23
Number of participants with account balances 2014-02-01 23
2013: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2013 401k membership
Total participants, beginning-of-year 2013-02-01 21
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 14
Number of other retired or separated participants entitled to future benefits 2013-02-01 7
Total of all active and inactive participants 2013-02-01 21
Total participants 2013-02-01 21
Number of participants with account balances 2013-02-01 21
2012: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2012 401k membership
Total participants, beginning-of-year 2012-02-01 28
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 12
Number of other retired or separated participants entitled to future benefits 2012-02-01 9
Total of all active and inactive participants 2012-02-01 21
Total participants 2012-02-01 21
Number of participants with account balances 2012-02-01 21
2011: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2011 401k membership
Total participants, beginning-of-year 2011-02-01 27
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 13
Number of other retired or separated participants entitled to future benefits 2011-02-01 15
Total of all active and inactive participants 2011-02-01 28
Total participants 2011-02-01 28
Number of participants with account balances 2011-02-01 28
2010: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2010 401k membership
Total participants, beginning-of-year 2010-02-01 30
Total number of active participants reported on line 7a of the Form 5500 2010-02-01 17
Number of other retired or separated participants entitled to future benefits 2010-02-01 10
Total of all active and inactive participants 2010-02-01 27
Total participants 2010-02-01 27
Number of participants with account balances 2010-02-01 27
2009: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2009 401k membership
Total participants, beginning-of-year 2009-02-01 36
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 14
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 16
Total of all active and inactive participants 2009-02-01 30
Total participants 2009-02-01 30
Number of participants with account balances 2009-02-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 2

Measure	Date	Value
2023: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2023 401k membership
Total participants, beginning-of-year	2023-02-01	23
Total number of active participants reported on line 7a of the Form 5500	2023-02-01	13
Number of retired or separated participants receiving benefits	2023-02-01	0
Number of other retired or separated participants entitled to future benefits	2023-02-01	7
Total of all active and inactive participants	2023-02-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-02-01	0
Total participants	2023-02-01	20
Number of participants with account balances	2023-02-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-02-01	0
2022: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2022 401k membership
Total participants, beginning-of-year	2022-02-01	19
Total number of active participants reported on line 7a of the Form 5500	2022-02-01	14
Number of retired or separated participants receiving benefits	2022-02-01	0
Number of other retired or separated participants entitled to future benefits	2022-02-01	9
Total of all active and inactive participants	2022-02-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-02-01	0
Total participants	2022-02-01	23
Number of participants with account balances	2022-02-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-02-01	0
2021: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2021 401k membership
Total participants, beginning-of-year	2021-02-01	19
Total number of active participants reported on line 7a of the Form 5500	2021-02-01	13
Number of retired or separated participants receiving benefits	2021-02-01	7
Number of other retired or separated participants entitled to future benefits	2021-02-01	0
Total of all active and inactive participants	2021-02-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-02-01	0
Total participants	2021-02-01	20
Number of participants with account balances	2021-02-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-02-01	0
2020: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2020 401k membership
Total participants, beginning-of-year	2020-02-01	19
Total number of active participants reported on line 7a of the Form 5500	2020-02-01	12
Number of retired or separated participants receiving benefits	2020-02-01	7
Number of other retired or separated participants entitled to future benefits	2020-02-01	0
Total of all active and inactive participants	2020-02-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-02-01	0
Total participants	2020-02-01	19
Number of participants with account balances	2020-02-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-02-01	0
2019: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2019 401k membership
Total participants, beginning-of-year	2019-02-01	18
Total number of active participants reported on line 7a of the Form 5500	2019-02-01	12
Number of retired or separated participants receiving benefits	2019-02-01	7
Number of other retired or separated participants entitled to future benefits	2019-02-01	0
Total of all active and inactive participants	2019-02-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-02-01	0
Total participants	2019-02-01	19
Number of participants with account balances	2019-02-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-02-01	0
2018: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2018 401k membership
Total participants, beginning-of-year	2018-02-01	19
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	11
Number of retired or separated participants receiving benefits	2018-02-01	8
Number of other retired or separated participants entitled to future benefits	2018-02-01	0
Total of all active and inactive participants	2018-02-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-02-01	0
Total participants	2018-02-01	19
Number of participants with account balances	2018-02-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-02-01	0
2017: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2017 401k membership
Total participants, beginning-of-year	2017-02-01	20
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	12
Number of retired or separated participants receiving benefits	2017-02-01	7
Number of other retired or separated participants entitled to future benefits	2017-02-01	0
Total of all active and inactive participants	2017-02-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-01	0
Total participants	2017-02-01	19
Number of participants with account balances	2017-02-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-02-01	0
2016: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2016 401k membership
Total participants, beginning-of-year	2016-02-01	20
Total number of active participants reported on line 7a of the Form 5500	2016-02-01	12
Number of retired or separated participants receiving benefits	2016-02-01	8
Number of other retired or separated participants entitled to future benefits	2016-02-01	0
Total of all active and inactive participants	2016-02-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-02-01	0
Total participants	2016-02-01	20
Number of participants with account balances	2016-02-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-02-01	0
2015: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2015 401k membership
Total participants, beginning-of-year	2015-02-01	23
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	12
Number of retired or separated participants receiving benefits	2015-02-01	8
Number of other retired or separated participants entitled to future benefits	2015-02-01	0
Total of all active and inactive participants	2015-02-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-02-01	0
Total participants	2015-02-01	20
Number of participants with account balances	2015-02-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-02-01	0
2014: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2014 401k membership
Total participants, beginning-of-year	2014-02-01	21
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	14
Number of other retired or separated participants entitled to future benefits	2014-02-01	9
Total of all active and inactive participants	2014-02-01	23
Total participants	2014-02-01	23
Number of participants with account balances	2014-02-01	23
2013: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2013 401k membership
Total participants, beginning-of-year	2013-02-01	21
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	14
Number of other retired or separated participants entitled to future benefits	2013-02-01	7
Total of all active and inactive participants	2013-02-01	21
Total participants	2013-02-01	21
Number of participants with account balances	2013-02-01	21
2012: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2012 401k membership
Total participants, beginning-of-year	2012-02-01	28
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	12
Number of other retired or separated participants entitled to future benefits	2012-02-01	9
Total of all active and inactive participants	2012-02-01	21
Total participants	2012-02-01	21
Number of participants with account balances	2012-02-01	21
2011: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2011 401k membership
Total participants, beginning-of-year	2011-02-01	27
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	13
Number of other retired or separated participants entitled to future benefits	2011-02-01	15
Total of all active and inactive participants	2011-02-01	28
Total participants	2011-02-01	28
Number of participants with account balances	2011-02-01	28
2010: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2010 401k membership
Total participants, beginning-of-year	2010-02-01	30
Total number of active participants reported on line 7a of the Form 5500	2010-02-01	17
Number of other retired or separated participants entitled to future benefits	2010-02-01	10
Total of all active and inactive participants	2010-02-01	27
Total participants	2010-02-01	27
Number of participants with account balances	2010-02-01	27
2009: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2009 401k membership
Total participants, beginning-of-year	2009-02-01	36
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	14
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	16
Total of all active and inactive participants	2009-02-01	30
Total participants	2009-02-01	30
Number of participants with account balances	2009-02-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	2

Financial Data on EDMOND A SWAD P.C. PROFIT SHARING TRUST

Measure	Date	Value
2024 : EDMOND A SWAD P.C. PROFIT SHARING TRUST 2024 401k financial data
Total income from all sources	2024-01-31	$1,754,655
Expenses. Total of all expenses incurred	2024-01-31	$430,388
Benefits paid (including direct rollovers)	2024-01-31	$430,216
Total plan assets at end of year	2024-01-31	$10,680,195
Total plan assets at beginning of year	2024-01-31	$9,355,928
Value of fidelity bond covering the plan	2024-01-31	$500,000
Other income received	2024-01-31	$1,629,655
Net income (gross income less expenses)	2024-01-31	$1,324,267
Net plan assets at end of year (total assets less liabilities)	2024-01-31	$10,680,195
Net plan assets at beginning of year (total assets less liabilities)	2024-01-31	$9,355,928
Total contributions received or receivable from employer(s)	2024-01-31	$125,000
Expenses. Administrative service providers (salaries,fees and commissions)	2024-01-31	$172
2023 : EDMOND A SWAD P.C. PROFIT SHARING TRUST 2023 401k financial data
Total income from all sources	2023-01-31	$-641,318
Expenses. Total of all expenses incurred	2023-01-31	$231
Total plan assets at end of year	2023-01-31	$9,355,928
Total plan assets at beginning of year	2023-01-31	$9,997,477
Value of fidelity bond covering the plan	2023-01-31	$500,000
Other income received	2023-01-31	$-766,318
Net income (gross income less expenses)	2023-01-31	$-641,549
Net plan assets at end of year (total assets less liabilities)	2023-01-31	$9,355,928
Net plan assets at beginning of year (total assets less liabilities)	2023-01-31	$9,997,477
Total contributions received or receivable from employer(s)	2023-01-31	$125,000
Expenses. Administrative service providers (salaries,fees and commissions)	2023-01-31	$231
2022 : EDMOND A SWAD P.C. PROFIT SHARING TRUST 2022 401k financial data
Total income from all sources	2022-01-31	$1,724,835
Expenses. Total of all expenses incurred	2022-01-31	$221
Total plan assets at end of year	2022-01-31	$9,997,477
Total plan assets at beginning of year	2022-01-31	$8,272,863
Value of fidelity bond covering the plan	2022-01-31	$500,000
Other income received	2022-01-31	$1,599,135
Net income (gross income less expenses)	2022-01-31	$1,724,614
Net plan assets at end of year (total assets less liabilities)	2022-01-31	$9,997,477
Net plan assets at beginning of year (total assets less liabilities)	2022-01-31	$8,272,863
Total contributions received or receivable from employer(s)	2022-01-31	$125,700
Expenses. Administrative service providers (salaries,fees and commissions)	2022-01-31	$221
2021 : EDMOND A SWAD P.C. PROFIT SHARING TRUST 2021 401k financial data
Total income from all sources	2021-01-31	$1,796,640
Expenses. Total of all expenses incurred	2021-01-31	$217
Total plan assets at end of year	2021-01-31	$8,272,863
Total plan assets at beginning of year	2021-01-31	$6,476,440
Value of fidelity bond covering the plan	2021-01-31	$500,000
Other income received	2021-01-31	$1,696,640
Net income (gross income less expenses)	2021-01-31	$1,796,423
Net plan assets at end of year (total assets less liabilities)	2021-01-31	$8,272,863
Net plan assets at beginning of year (total assets less liabilities)	2021-01-31	$6,476,440
Total contributions received or receivable from employer(s)	2021-01-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2021-01-31	$217
2020 : EDMOND A SWAD P.C. PROFIT SHARING TRUST 2020 401k financial data
Total income from all sources	2020-01-31	$1,412,699
Expenses. Total of all expenses incurred	2020-01-31	$210
Total plan assets at end of year	2020-01-31	$6,476,440
Total plan assets at beginning of year	2020-01-31	$5,063,951
Value of fidelity bond covering the plan	2020-01-31	$500,000
Other income received	2020-01-31	$1,292,699
Net income (gross income less expenses)	2020-01-31	$1,412,489
Net plan assets at end of year (total assets less liabilities)	2020-01-31	$6,476,440
Net plan assets at beginning of year (total assets less liabilities)	2020-01-31	$5,063,951
Total contributions received or receivable from employer(s)	2020-01-31	$120,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-01-31	$210
2019 : EDMOND A SWAD P.C. PROFIT SHARING TRUST 2019 401k financial data
Total income from all sources	2019-01-31	$-74,430
Expenses. Total of all expenses incurred	2019-01-31	$2,565,919
Benefits paid (including direct rollovers)	2019-01-31	$2,565,691
Total plan assets at end of year	2019-01-31	$5,063,951
Total plan assets at beginning of year	2019-01-31	$7,704,300
Value of fidelity bond covering the plan	2019-01-31	$500,000
Other income received	2019-01-31	$-169,430
Net income (gross income less expenses)	2019-01-31	$-2,640,349
Net plan assets at end of year (total assets less liabilities)	2019-01-31	$5,063,951
Net plan assets at beginning of year (total assets less liabilities)	2019-01-31	$7,704,300
Total contributions received or receivable from employer(s)	2019-01-31	$95,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-01-31	$228
2018 : EDMOND A SWAD P.C. PROFIT SHARING TRUST 2018 401k financial data
Total income from all sources	2018-01-31	$1,431,833
Expenses. Total of all expenses incurred	2018-01-31	$400,140
Benefits paid (including direct rollovers)	2018-01-31	$400,000
Total plan assets at end of year	2018-01-31	$7,704,300
Total plan assets at beginning of year	2018-01-31	$6,672,607
Value of fidelity bond covering the plan	2018-01-31	$500,000
Other income received	2018-01-31	$1,318,833
Net income (gross income less expenses)	2018-01-31	$1,031,693
Net plan assets at end of year (total assets less liabilities)	2018-01-31	$7,704,300
Net plan assets at beginning of year (total assets less liabilities)	2018-01-31	$6,672,607
Total contributions received or receivable from employer(s)	2018-01-31	$113,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-01-31	$140
2017 : EDMOND A SWAD P.C. PROFIT SHARING TRUST 2017 401k financial data
Total income from all sources	2017-01-31	$1,210,473
Expenses. Total of all expenses incurred	2017-01-31	$4,417,123
Benefits paid (including direct rollovers)	2017-01-31	$4,416,750
Total plan assets at end of year	2017-01-31	$6,672,607
Total plan assets at beginning of year	2017-01-31	$9,879,257
Value of fidelity bond covering the plan	2017-01-31	$500,000
Other income received	2017-01-31	$1,097,473
Net income (gross income less expenses)	2017-01-31	$-3,206,650
Net plan assets at end of year (total assets less liabilities)	2017-01-31	$6,672,607
Net plan assets at beginning of year (total assets less liabilities)	2017-01-31	$9,879,257
Total contributions received or receivable from employer(s)	2017-01-31	$113,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-01-31	$373
2016 : EDMOND A SWAD P.C. PROFIT SHARING TRUST 2016 401k financial data
Total income from all sources	2016-01-31	$-1,139,434
Expenses. Total of all expenses incurred	2016-01-31	$681,933
Benefits paid (including direct rollovers)	2016-01-31	$681,511
Total plan assets at end of year	2016-01-31	$9,879,257
Total plan assets at beginning of year	2016-01-31	$11,700,624
Value of fidelity bond covering the plan	2016-01-31	$500,000
Expenses. Other expenses not covered elsewhere	2016-01-31	$372
Other income received	2016-01-31	$-1,239,434
Net income (gross income less expenses)	2016-01-31	$-1,821,367
Net plan assets at end of year (total assets less liabilities)	2016-01-31	$9,879,257
Net plan assets at beginning of year (total assets less liabilities)	2016-01-31	$11,700,624
Total contributions received or receivable from employer(s)	2016-01-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-01-31	$50
2015 : EDMOND A SWAD P.C. PROFIT SHARING TRUST 2015 401k financial data
Total income from all sources	2015-01-31	$2,683,704
Expenses. Total of all expenses incurred	2015-01-31	$320,220
Benefits paid (including direct rollovers)	2015-01-31	$319,820
Total plan assets at end of year	2015-01-31	$11,700,624
Total plan assets at beginning of year	2015-01-31	$9,337,140
Value of fidelity bond covering the plan	2015-01-31	$500,000
Other income received	2015-01-31	$2,583,704
Net income (gross income less expenses)	2015-01-31	$2,363,484
Net plan assets at end of year (total assets less liabilities)	2015-01-31	$11,700,624
Net plan assets at beginning of year (total assets less liabilities)	2015-01-31	$9,337,140
Total contributions received or receivable from employer(s)	2015-01-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-01-31	$400
2014 : EDMOND A SWAD P.C. PROFIT SHARING TRUST 2014 401k financial data
Total income from all sources	2014-01-31	$1,754,055
Expenses. Total of all expenses incurred	2014-01-31	$262,715
Benefits paid (including direct rollovers)	2014-01-31	$262,368
Total plan assets at end of year	2014-01-31	$9,337,140
Total plan assets at beginning of year	2014-01-31	$7,845,800
Value of fidelity bond covering the plan	2014-01-31	$500,000
Other income received	2014-01-31	$1,654,055
Net income (gross income less expenses)	2014-01-31	$1,491,340
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$9,337,140
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$7,845,800
Total contributions received or receivable from employer(s)	2014-01-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-01-31	$347
2013 : EDMOND A SWAD P.C. PROFIT SHARING TRUST 2013 401k financial data
Total income from all sources	2013-01-31	$753,500
Expenses. Total of all expenses incurred	2013-01-31	$368,239
Benefits paid (including direct rollovers)	2013-01-31	$368,189
Total plan assets at end of year	2013-01-31	$7,845,800
Total plan assets at beginning of year	2013-01-31	$7,460,539
Value of fidelity bond covering the plan	2013-01-31	$500,000
Other income received	2013-01-31	$653,500
Net income (gross income less expenses)	2013-01-31	$385,261
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$7,845,800
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$7,460,539
Total contributions received or receivable from employer(s)	2013-01-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-01-31	$50
2012 : EDMOND A SWAD P.C. PROFIT SHARING TRUST 2012 401k financial data
Total income from all sources	2012-01-31	$801,837
Expenses. Total of all expenses incurred	2012-01-31	$195,050
Benefits paid (including direct rollovers)	2012-01-31	$195,000
Total plan assets at end of year	2012-01-31	$7,460,539
Total plan assets at beginning of year	2012-01-31	$6,853,752
Value of fidelity bond covering the plan	2012-01-31	$500,000
Other income received	2012-01-31	$701,837
Net income (gross income less expenses)	2012-01-31	$606,787
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$7,460,539
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$6,853,752
Total contributions received or receivable from employer(s)	2012-01-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-01-31	$50
2011 : EDMOND A SWAD P.C. PROFIT SHARING TRUST 2011 401k financial data
Total income from all sources	2011-01-31	$1,748,654
Expenses. Total of all expenses incurred	2011-01-31	$2,110,746
Benefits paid (including direct rollovers)	2011-01-31	$2,110,746
Total plan assets at end of year	2011-01-31	$6,853,752
Total plan assets at beginning of year	2011-01-31	$7,215,844
Value of fidelity bond covering the plan	2011-01-31	$500,000
Other income received	2011-01-31	$1,648,654
Net income (gross income less expenses)	2011-01-31	$-362,092
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$6,853,752
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$7,215,844
Total contributions received or receivable from employer(s)	2011-01-31	$100,000

Form 5500 Responses for EDMOND A SWAD P.C. PROFIT SHARING TRUST

2023: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2023 form 5500 responses
2023-02-01	Type of plan entity	Single employer plan
2023-02-01	Plan funding arrangement – Trust	Yes
2023-02-01	Plan benefit arrangement - Trust	Yes
2022: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2022 form 5500 responses
2022-02-01	Type of plan entity	Single employer plan
2022-02-01	Plan funding arrangement – Trust	Yes
2022-02-01	Plan benefit arrangement - Trust	Yes
2021: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2021 form 5500 responses
2021-02-01	Type of plan entity	Single employer plan
2021-02-01	Plan funding arrangement – Trust	Yes
2021-02-01	Plan benefit arrangement - Trust	Yes
2020: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2020 form 5500 responses
2020-02-01	Type of plan entity	Single employer plan
2020-02-01	Plan funding arrangement – Trust	Yes
2020-02-01	Plan benefit arrangement - Trust	Yes
2019: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2019 form 5500 responses
2019-02-01	Type of plan entity	Single employer plan
2019-02-01	Plan funding arrangement – Trust	Yes
2019-02-01	Plan benefit arrangement - Trust	Yes
2018: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2018 form 5500 responses
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	Plan funding arrangement – Trust	Yes
2018-02-01	Plan benefit arrangement - Trust	Yes
2017: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	Plan funding arrangement – Trust	Yes
2017-02-01	Plan benefit arrangement - Trust	Yes
2016: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2016 form 5500 responses
2016-02-01	Type of plan entity	Single employer plan
2016-02-01	Plan funding arrangement – Trust	Yes
2016-02-01	Plan benefit arrangement - Trust	Yes
2015: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2015 form 5500 responses
2015-02-01	Type of plan entity	Single employer plan
2015-02-01	Plan funding arrangement – Trust	Yes
2015-02-01	Plan benefit arrangement - Trust	Yes
2014: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes
2013: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2010: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2010 form 5500 responses
2010-02-01	Type of plan entity	Single employer plan
2010-02-01	Plan funding arrangement – Trust	Yes
2010-02-01	Plan benefit arrangement - Trust	Yes
2009: EDMOND A SWAD P.C. PROFIT SHARING TRUST 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	This submission is the final filing	No
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EDMOND A SWAD P. C.
Employer identification number (EIN):	382043029
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants