LARRY D. SCHWARTZ, LTD. RETIREMENT PLAN AND TRUST 401k Plan overview

LARRY D. SCHWARTZ, LTD. RETIREMENT PLAN AND TRUST Benefits

401k Sponsoring company profile

Company Name:	LARRY D. SCHWARTZ, LTD.
Employer identification number (EIN):	860899304
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2021-01-01	LARRY SCHWARTZ	2022-03-07
003	2020-01-01	LARRY SCHWARTZ	2021-09-25

Plan Statistics for LARRY D. SCHWARTZ, LTD. RETIREMENT PLAN AND TRUST

Measure	Date	Value
2021: LARRY D. SCHWARTZ, LTD. RETIREMENT PLAN AND TRUST 2021 401k membership
Market value of plan assets	2021-11-24	272,598
Acturial value of plan assets	2021-11-24	272,598
Funding target for retired participants and beneficiaries receiving payment	2021-11-24	0
Number of terminated vested participants	2021-11-24	0
Fundng target for terminated vested participants	2021-11-24	0
Active participant vested funding target	2021-11-24	269,913
Number of active participants	2021-11-24	2
Total funding liabilities for active participants	2021-11-24	269,913
Total participant count	2021-11-24	2
Total funding target for all participants	2021-11-24	269,913
Balance at beginning of prior year after applicable adjustments	2021-11-24	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-11-24	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-11-24	0
Prefunding balanced used to offset prior years funding requirement	2021-11-24	0
Amount remaining of carryover balance	2021-11-24	0
Amount remaining of prefunding balance	2021-11-24	0
Present value of excess contributions	2021-11-24	2,366
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-11-24	2,478
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-11-24	0
Reductions in caryover balances due to elections or deemed elections	2021-11-24	0
Reductions in prefunding balances due to elections or deemed elections	2021-11-24	0
Balance of carryovers at beginning of current year	2021-11-24	0
Balance of prefunding at beginning of current year	2021-11-24	0
Total employer contributions	2021-11-24	0
Total employee contributions	2021-11-24	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-11-24	0
Contributions made to avoid restrictions adjusted to valuation date	2021-11-24	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-11-24	0
Unpaid minimum required contributions for all prior years	2021-11-24	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-11-24	0
Remaining amount of unpaid minimum required contributions	2021-11-24	0
Minimum required contributions for current year target normal cost	2021-11-24	0
Net shortfall amortization installment of oustanding balance	2021-11-24	0
Waiver amortization installment	2021-11-24	0
Total funding amount beforereflecting carryover/prefunding balances	2021-11-24	0
Additional cash requirement	2021-11-24	0
Contributions allocatedtoward minimum required contributions for current year	2021-11-24	0
Unpaid minimum required contributions for current year	2021-11-24	0
Unpaid minimum required contributions for all years	2021-11-24	0
2020: LARRY D. SCHWARTZ, LTD. RETIREMENT PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-12-31	0
Acturial value of plan assets	2020-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	0
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	0
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	275,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	260,172
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	257,806
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	257,806
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	257,806
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	260,172
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0

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