401k Plan data: SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN plan

SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan Name	SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN
Plan identification number	001

SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SCHWARTZ HANNUM PC has sponsored the creation of one or more 401k plans.

Company Name: SCHWARTZ HANNUM PC

Employer identification number (EIN): 043424826

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 VAUGHN ABRAHAM
001 2016-01-01 ERIN MERRILL
001 2015-01-01 ERIN MERRILL
001 2014-01-01 ERIN MERRILL 2015-08-05
001 2013-01-01 ERIN MERRILL 2014-06-13
001 2012-01-01 CHARLES F. MCCANNON, JR. 2013-07-23
001 2011-01-01 LESLIE L. SILVA 2012-07-13 WILLIAM E. HANNUM III 2012-07-13
001 2010-01-01 LESLIE L. SILVA 2011-06-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	VAUGHN ABRAHAM
001	2016-01-01	ERIN MERRILL
001	2015-01-01	ERIN MERRILL
001	2014-01-01	ERIN MERRILL	2015-08-05
001	2013-01-01	ERIN MERRILL	2014-06-13
001	2012-01-01	CHARLES F. MCCANNON, JR.	2013-07-23
001	2011-01-01	LESLIE L. SILVA	2012-07-13	WILLIAM E. HANNUM III	2012-07-13
001	2010-01-01	LESLIE L. SILVA	2011-06-03

Plan Statistics for SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN

401k plan membership statisitcs for SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN

Measure Date Value
2022: SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 19
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 10
Total of all active and inactive participants 2022-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 29
Number of participants with account balances 2022-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 19
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 26
Number of participants with account balances 2021-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 18
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 26
Number of participants with account balances 2020-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 21
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 29
Number of participants with account balances 2019-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 22
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 8
Total of all active and inactive participants 2018-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 30
Number of participants with account balances 2018-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 20
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 9
Total of all active and inactive participants 2017-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 29
Number of participants with account balances 2017-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 24
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 5
Total of all active and inactive participants 2016-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 29
Number of participants with account balances 2016-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 21
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 5
Total of all active and inactive participants 2015-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 26
Number of participants with account balances 2015-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	19
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	10
Total of all active and inactive participants	2022-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	29
Number of participants with account balances	2022-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	19
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	26
Number of participants with account balances	2021-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	18
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	26
Number of participants with account balances	2020-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	21
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	29
Number of participants with account balances	2019-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	22
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	8
Total of all active and inactive participants	2018-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	30
Number of participants with account balances	2018-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	20
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	9
Total of all active and inactive participants	2017-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	29
Number of participants with account balances	2017-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	24
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	5
Total of all active and inactive participants	2016-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	29
Number of participants with account balances	2016-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	21
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	5
Total of all active and inactive participants	2015-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	26
Number of participants with account balances	2015-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN

Measure	Date	Value
2022 : SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-454,496
Expenses. Total of all expenses incurred	2022-12-31	$21,571
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$4,169,469
Total plan assets at beginning of year	2022-12-31	$4,645,536
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$230,798
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-775,739
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-476,067
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,169,469
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,645,536
Assets. Value of participant loans	2022-12-31	$3,078
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$90,445
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	$21,571
2021 : SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$832,854
Expenses. Total of all expenses incurred	2021-12-31	$176,534
Benefits paid (including direct rollovers)	2021-12-31	$155,558
Total plan assets at end of year	2021-12-31	$4,645,536
Total plan assets at beginning of year	2021-12-31	$3,989,216
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$202,681
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$544,356
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$656,320
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,645,536
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,989,216
Assets. Value of participant loans	2021-12-31	$3,820
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$85,817
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	$20,976
2020 : SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$892,356
Expenses. Total of all expenses incurred	2020-12-31	$105,264
Benefits paid (including direct rollovers)	2020-12-31	$89,569
Total plan assets at end of year	2020-12-31	$3,989,216
Total plan assets at beginning of year	2020-12-31	$3,202,124
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$236,620
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$35,908
Other income received	2020-12-31	$511,669
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$787,092
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,989,216
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,202,124
Total contributions received or receivable from employer(s)	2020-12-31	$108,159
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	$15,695
2019 : SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$837,515
Expenses. Total of all expenses incurred	2019-12-31	$90,535
Benefits paid (including direct rollovers)	2019-12-31	$46,816
Total plan assets at end of year	2019-12-31	$3,202,124
Total plan assets at beginning of year	2019-12-31	$2,455,144
Value of fidelity bond covering the plan	2019-12-31	$210,000
Total contributions received or receivable from participants	2019-12-31	$235,838
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$556,713
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$746,980
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,202,124
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,455,144
Total contributions received or receivable from employer(s)	2019-12-31	$44,964
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$30,132
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$13,587
2018 : SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$57,126
Expenses. Total of all expenses incurred	2018-12-31	$63,888
Benefits paid (including direct rollovers)	2018-12-31	$38,480
Total plan assets at end of year	2018-12-31	$2,455,144
Total plan assets at beginning of year	2018-12-31	$2,461,906
Value of fidelity bond covering the plan	2018-12-31	$210,000
Total contributions received or receivable from participants	2018-12-31	$171,232
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-152,316
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-6,762
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,455,144
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,461,906
Assets. Value of participant loans	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
Total contributions received or receivable from employer(s)	2018-12-31	$38,210
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$12,874
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$12,534
2017 : SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$589,072
Expenses. Total of all expenses incurred	2017-12-31	$98,933
Benefits paid (including direct rollovers)	2017-12-31	$57,446
Total plan assets at end of year	2017-12-31	$2,461,906
Total plan assets at beginning of year	2017-12-31	$1,971,767
Value of fidelity bond covering the plan	2017-12-31	$150,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$173,954
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$371,055
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$490,139
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,461,906
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,971,767
Assets. Value of participant loans	2017-12-31	$11,771
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	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	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$44,063
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$30,868
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$10,619
2016 : SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$365,924
Expenses. Total of all expenses incurred	2016-12-31	$105,751
Benefits paid (including direct rollovers)	2016-12-31	$96,600
Total plan assets at end of year	2016-12-31	$1,971,767
Total plan assets at beginning of year	2016-12-31	$1,711,594
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$167,009
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$155,738
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$260,173
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,971,767
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,711,594
Assets. Value of participant loans	2016-12-31	$21,485
Total contributions received or receivable from employer(s)	2016-12-31	$43,177
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	$9,151
2015 : SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$235,857
Expenses. Total of all expenses incurred	2015-12-31	$22,199
Benefits paid (including direct rollovers)	2015-12-31	$7,002
Total plan assets at end of year	2015-12-31	$1,711,594
Total plan assets at beginning of year	2015-12-31	$1,497,936
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$175,908
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$21,201
Other income received	2015-12-31	$-1,251
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$213,658
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,711,594
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,497,936
Assets. Value of participant loans	2015-12-31	$8,163
Total contributions received or receivable from employer(s)	2015-12-31	$39,999
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	$15,197

Form 5500 Responses for SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING PLAN

2022: SCHWARTZ HANNUM PC 401(K) & PROFIT SHARING 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	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 HANNUM PC 401(K) & PROFIT SHARING 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	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 HANNUM PC 401(K) & PROFIT SHARING 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	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 HANNUM PC 401(K) & PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
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 HANNUM PC 401(K) & PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
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 HANNUM PC 401(K) & PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	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 HANNUM PC 401(K) & PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
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 HANNUM PC 401(K) & PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

940815-000

Policy instance

Insurance contract or identification number	940815-000
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-08-31
Total amount of commissions paid to insurance broker	USD $4,558
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,647
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3
Insurance broker name	MCGRATH INSURANCE BROKERAGE INC

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Company Name:	SCHWARTZ HANNUM PC
Employer identification number (EIN):	043424826
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers