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ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 401k Plan overview

Plan NameALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN
Plan identification number 002

ALAN M. SCHWARTZ, ATTORNEY 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

ALAN M. SCHWARTZ, ATTORNEY has sponsored the creation of one or more 401k plans.

Company Name:ALAN M. SCHWARTZ, ATTORNEY
Employer identification number (EIN):521707249
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ALAN M. SCHWARTZ2024-09-23
0022022-01-01ALAN M. SCHWARTZ2023-09-27
0022021-01-01ALAN M. SCHWARTZ2022-10-11
0022020-01-01ALAN M. SCHWARTZ2021-10-01
0022019-01-01ALAN M. SCHWARTZ2020-09-21
0022018-01-01ALAN M. SCHWARTZ2019-10-14
0022017-01-01
0022016-01-01
0022015-01-01
0022015-01-01ALAN M SCHWARTZ2016-10-14
0022014-01-01
0022013-01-01
0022012-01-01ALAN M SCHWARTZ
0022011-01-01ROBERT L FALK ROBERT L FALK2012-10-15
0022009-01-01ALAN M. SCHWARTZ, ATTORNEY ALAN M. SCHWARTZ, ATTORNEY2010-10-13
0022009-01-01ALAN M. SCHWARTZ, ATTORNEY ALAN M. SCHWARTZ, ATTORNEY2010-10-13

Plan Statistics for ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN

401k plan membership statisitcs for ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN

Measure Date Value
2023: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012
Total number of active participants reported on line 7a of the Form 55002023-01-011
Number of retired or separated participants receiving benefits2023-01-011
Total of all active and inactive participants2023-01-012
Total participants2023-01-012
Number of participants with account balances2023-01-011
2022: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-012
Total participants2022-01-012
Number of participants with account balances2022-01-012
2021: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Total of all active and inactive participants2021-01-012
Total participants2021-01-012
Number of participants with account balances2021-01-012
2020: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Total of all active and inactive participants2020-01-012
Total participants2020-01-012
Number of participants with account balances2020-01-012
2019: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-012
2018: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
Number of participants with account balances2018-01-012
2017: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
Number of participants with account balances2017-01-012
2016: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
Number of participants with account balances2016-01-012
2015: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
2014: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2009: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN

Measure Date Value
2023 : ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$126,282
Expenses. Total of all expenses incurred2023-12-31$275,878
Benefits paid (including direct rollovers)2023-12-31$275,878
Total plan assets at end of year2023-12-31$1,113,938
Total plan assets at beginning of year2023-12-31$1,263,534
Other income received2023-12-31$126,282
Net income (gross income less expenses)2023-12-31$-149,596
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,113,938
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,263,534
2022 : ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-99,110
Expenses. Total of all expenses incurred2022-12-31$45,198
Benefits paid (including direct rollovers)2022-12-31$45,198
Total plan assets at end of year2022-12-31$1,263,534
Total plan assets at beginning of year2022-12-31$1,407,842
Other income received2022-12-31$-99,110
Net income (gross income less expenses)2022-12-31$-144,308
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,263,534
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,407,842
2021 : ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$111,201
Expenses. Total of all expenses incurred2021-12-31$43,229
Benefits paid (including direct rollovers)2021-12-31$43,229
Total plan assets at end of year2021-12-31$1,407,842
Total plan assets at beginning of year2021-12-31$1,339,870
Other income received2021-12-31$111,201
Net income (gross income less expenses)2021-12-31$67,972
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,407,842
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,339,870
Total contributions received or receivable from employer(s)2021-12-31$0
2020 : ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$140,223
Expenses. Total of all expenses incurred2020-12-31$50,000
Benefits paid (including direct rollovers)2020-12-31$50,000
Total plan assets at end of year2020-12-31$1,339,870
Total plan assets at beginning of year2020-12-31$1,249,647
Other income received2020-12-31$93,554
Net income (gross income less expenses)2020-12-31$90,223
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,339,870
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,249,647
Total contributions received or receivable from employer(s)2020-12-31$46,669
2019 : ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$146,905
Expenses. Total of all expenses incurred2019-12-31$63,946
Benefits paid (including direct rollovers)2019-12-31$63,946
Total plan assets at end of year2019-12-31$1,249,647
Total plan assets at beginning of year2019-12-31$1,166,688
Other income received2019-12-31$98,854
Net income (gross income less expenses)2019-12-31$82,959
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,249,647
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,166,688
Total contributions received or receivable from employer(s)2019-12-31$48,051
2018 : ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$45,389
Expenses. Total of all expenses incurred2018-12-31$1,913
Benefits paid (including direct rollovers)2018-12-31$1,913
Total plan assets at end of year2018-12-31$1,166,688
Total plan assets at beginning of year2018-12-31$1,123,212
Other income received2018-12-31$-2,978
Net income (gross income less expenses)2018-12-31$43,476
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,166,688
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,123,212
Total contributions received or receivable from employer(s)2018-12-31$48,367
2017 : ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$118,796
Total plan assets at end of year2017-12-31$1,123,212
Total plan assets at beginning of year2017-12-31$1,004,416
Other income received2017-12-31$80,530
Net income (gross income less expenses)2017-12-31$118,796
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,123,212
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,004,416
Total contributions received or receivable from employer(s)2017-12-31$38,266
2016 : ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$73,713
Total plan assets at end of year2016-12-31$1,004,416
Total plan assets at beginning of year2016-12-31$930,703
Other income received2016-12-31$36,397
Net income (gross income less expenses)2016-12-31$73,713
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,004,416
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$930,703
Total contributions received or receivable from employer(s)2016-12-31$37,316
2015 : ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$47,312
Expenses. Total of all expenses incurred2015-12-31$150,000
Benefits paid (including direct rollovers)2015-12-31$150,000
Total plan assets at end of year2015-12-31$930,703
Total plan assets at beginning of year2015-12-31$1,033,391
Other income received2015-12-31$13,042
Net income (gross income less expenses)2015-12-31$-102,688
Net plan assets at end of year (total assets less liabilities)2015-12-31$930,703
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,033,391
Total contributions received or receivable from employer(s)2015-12-31$34,270
2014 : ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$67,082
Total plan assets at end of year2014-12-31$1,033,391
Total plan assets at beginning of year2014-12-31$966,309
Other income received2014-12-31$35,967
Net income (gross income less expenses)2014-12-31$67,082
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,033,391
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$966,309
Total contributions received or receivable from employer(s)2014-12-31$31,115
2013 : ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$117,076
Total plan assets at end of year2013-12-31$966,309
Total plan assets at beginning of year2013-12-31$849,233
Other income received2013-12-31$86,123
Net income (gross income less expenses)2013-12-31$117,076
Net plan assets at end of year (total assets less liabilities)2013-12-31$966,309
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$849,233
Total contributions received or receivable from employer(s)2013-12-31$30,953
2012 : ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$70,578
Total plan assets at end of year2012-12-31$849,233
Total plan assets at beginning of year2012-12-31$778,655
Other income received2012-12-31$36,208
Net income (gross income less expenses)2012-12-31$70,578
Net plan assets at end of year (total assets less liabilities)2012-12-31$849,233
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$778,655
Total contributions received or receivable from employer(s)2012-12-31$34,370
2011 : ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$30,072
Total plan assets at end of year2011-12-31$778,655
Total plan assets at beginning of year2011-12-31$748,583
Other income received2011-12-31$-4,317
Net income (gross income less expenses)2011-12-31$30,072
Net plan assets at end of year (total assets less liabilities)2011-12-31$778,655
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$748,583
Total contributions received or receivable from employer(s)2011-12-31$34,389
2010 : ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$69,060
Total plan assets at end of year2010-12-31$748,583
Total plan assets at beginning of year2010-12-31$679,523
Other income received2010-12-31$33,390
Net income (gross income less expenses)2010-12-31$69,060
Net plan assets at end of year (total assets less liabilities)2010-12-31$748,583
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$679,523
Total contributions received or receivable from employer(s)2010-12-31$35,670

Form 5500 Responses for ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN

2023: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ALAN M. SCHWARTZ, ATTORNEY PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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