401k Plan data: IAN A. SCHWARTZ PROFIT SHARING PLAN plan

IAN A. SCHWARTZ PROFIT SHARING PLAN 401k Plan overview

Plan Name	IAN A. SCHWARTZ PROFIT SHARING PLAN
Plan identification number	002

IAN A. SCHWARTZ PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
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

IAN A. SCHWARTZ has sponsored the creation of one or more 401k plans.

Company Name: IAN A. SCHWARTZ

Employer identification number (EIN): 364342566

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IAN A. SCHWARTZ PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 IAN A. SCHWARTZ 2021-10-14 IAN A. SCHWARTZ 2021-10-14
002 2020-01-01 IAN A. SCHWARTZ 2022-10-16 IAN A. SCHWARTZ 2022-10-16
002 2019-01-01 IAN A. SCHWARTZ 2020-02-11 IAN A. SCHWARTZ 2020-02-11
002 2018-01-01 IAN A. SCHWARTZ 2019-10-13 IAN A. SCHWARTZ 2019-10-13
002 2017-01-01 IAN A. SCHWARTZ 2018-03-08 IAN A SCHWARTZ 2018-03-08
002 2016-01-01 IAN SCHWARTZ IAN SCHWARTZ 2017-03-06
002 2015-01-01 IAN SCHWARTZ IAN SCHWARTZ 2016-09-14
002 2014-01-01 IAN SCHWARTZ IAN SCHWARTZ 2015-07-28
002 2013-01-01 IAN SCHWARTZ IAN SCHWARTZ 2014-03-31
002 2012-01-01 IAN SCHWARTZ IAN SCHWARTZ 2013-10-14
002 2011-01-01 IAN SCHWARTZ IAN SCHWARTZ 2012-10-15
002 2010-01-01 IAN SCHWARTZ IAN SCHWARTZ 2011-10-07
002 2009-01-01 IAN SCHWARTZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	IAN A. SCHWARTZ	2021-10-14	IAN A. SCHWARTZ	2021-10-14
002	2020-01-01	IAN A. SCHWARTZ	2022-10-16	IAN A. SCHWARTZ	2022-10-16
002	2019-01-01	IAN A. SCHWARTZ	2020-02-11	IAN A. SCHWARTZ	2020-02-11
002	2018-01-01	IAN A. SCHWARTZ	2019-10-13	IAN A. SCHWARTZ	2019-10-13
002	2017-01-01	IAN A. SCHWARTZ	2018-03-08	IAN A SCHWARTZ	2018-03-08
002	2016-01-01	IAN SCHWARTZ		IAN SCHWARTZ	2017-03-06
002	2015-01-01	IAN SCHWARTZ		IAN SCHWARTZ	2016-09-14
002	2014-01-01	IAN SCHWARTZ		IAN SCHWARTZ	2015-07-28
002	2013-01-01	IAN SCHWARTZ		IAN SCHWARTZ	2014-03-31
002	2012-01-01	IAN SCHWARTZ		IAN SCHWARTZ	2013-10-14
002	2011-01-01	IAN SCHWARTZ		IAN SCHWARTZ	2012-10-15
002	2010-01-01	IAN SCHWARTZ		IAN SCHWARTZ	2011-10-07
002	2009-01-01	IAN SCHWARTZ

Plan Statistics for IAN A. SCHWARTZ PROFIT SHARING PLAN

401k plan membership statisitcs for IAN A. SCHWARTZ PROFIT SHARING PLAN

Measure Date Value
2020: IAN A. SCHWARTZ PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Total of all active and inactive participants 2020-01-01 2
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
2019: IAN A. SCHWARTZ PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
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 2
Total of all active and inactive participants 2019-01-01 3
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
2018: IAN A. SCHWARTZ PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Total of all active and inactive participants 2018-01-01 2
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
2017: IAN A. SCHWARTZ PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Total of all active and inactive participants 2017-01-01 2
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 3
2016: IAN A. SCHWARTZ PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
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 0
Total of all active and inactive participants 2016-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: IAN A. SCHWARTZ PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: IAN A. SCHWARTZ PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: IAN A. SCHWARTZ PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: IAN A. SCHWARTZ PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: IAN A. SCHWARTZ PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: IAN A. SCHWARTZ PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
2009: IAN A. SCHWARTZ PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2020: IAN A. SCHWARTZ PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Total of all active and inactive participants	2020-01-01	2
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
2019: IAN A. SCHWARTZ PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
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	2
Total of all active and inactive participants	2019-01-01	3
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
2018: IAN A. SCHWARTZ PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Total of all active and inactive participants	2018-01-01	2
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
2017: IAN A. SCHWARTZ PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Total of all active and inactive participants	2017-01-01	2
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	3
2016: IAN A. SCHWARTZ PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
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	0
Total of all active and inactive participants	2016-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: IAN A. SCHWARTZ PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: IAN A. SCHWARTZ PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: IAN A. SCHWARTZ PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: IAN A. SCHWARTZ PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: IAN A. SCHWARTZ PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: IAN A. SCHWARTZ PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
2009: IAN A. SCHWARTZ PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on IAN A. SCHWARTZ PROFIT SHARING PLAN

Measure	Date	Value
2020 : IAN A. SCHWARTZ PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$317,822
Expenses. Total of all expenses incurred	2020-12-31	$66,657
Benefits paid (including direct rollovers)	2020-12-31	$51,915
Total plan assets at end of year	2020-12-31	$1,832,240
Total plan assets at beginning of year	2020-12-31	$1,581,075
Other income received	2020-12-31	$252,584
Net income (gross income less expenses)	2020-12-31	$251,165
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,832,240
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,581,075
Total contributions received or receivable from employer(s)	2020-12-31	$65,238
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$14,742
2019 : IAN A. SCHWARTZ PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$359,464
Expenses. Total of all expenses incurred	2019-12-31	$10,355
Total plan assets at end of year	2019-12-31	$1,581,075
Total plan assets at beginning of year	2019-12-31	$1,231,966
Other income received	2019-12-31	$300,089
Net income (gross income less expenses)	2019-12-31	$349,109
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,581,075
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,231,966
Total contributions received or receivable from employer(s)	2019-12-31	$59,375
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$10,355
2018 : IAN A. SCHWARTZ PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$55,277
Expenses. Total of all expenses incurred	2018-12-31	$21,905
Benefits paid (including direct rollovers)	2018-12-31	$5,592
Total plan assets at end of year	2018-12-31	$1,231,966
Total plan assets at beginning of year	2018-12-31	$1,198,594
Other income received	2018-12-31	$277
Net income (gross income less expenses)	2018-12-31	$33,372
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,231,966
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,198,594
Total contributions received or receivable from employer(s)	2018-12-31	$55,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$16,313
2016 : IAN A. SCHWARTZ PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$72,294
Expenses. Total of all expenses incurred	2016-12-31	$13,803
Benefits paid (including direct rollovers)	2016-12-31	$4,434
Total plan assets at end of year	2016-12-31	$967,733
Total plan assets at beginning of year	2016-12-31	$909,242
Other income received	2016-12-31	$19,294
Net income (gross income less expenses)	2016-12-31	$58,491
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$967,733
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$909,242
Total contributions received or receivable from employer(s)	2016-12-31	$53,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$9,369
2015 : IAN A. SCHWARTZ PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$74,469
Expenses. Total of all expenses incurred	2015-12-31	$7,323
Total plan assets at end of year	2015-12-31	$909,242
Total plan assets at beginning of year	2015-12-31	$842,096
Other income received	2015-12-31	$11,275
Net income (gross income less expenses)	2015-12-31	$67,146
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$909,242
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$842,096
Total contributions received or receivable from employer(s)	2015-12-31	$63,194
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$7,323
2014 : IAN A. SCHWARTZ PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$109,032
Expenses. Total of all expenses incurred	2014-12-31	$7,487
Total plan assets at end of year	2014-12-31	$842,096
Total plan assets at beginning of year	2014-12-31	$740,551
Other income received	2014-12-31	$49,767
Net income (gross income less expenses)	2014-12-31	$101,545
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$842,096
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$740,551
Total contributions received or receivable from employer(s)	2014-12-31	$59,265
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$7,487
2013 : IAN A. SCHWARTZ PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$130,337
Expenses. Total of all expenses incurred	2013-12-31	$14,537
Benefits paid (including direct rollovers)	2013-12-31	$8,485
Total plan assets at end of year	2013-12-31	$740,554
Total plan assets at beginning of year	2013-12-31	$624,754
Other income received	2013-12-31	$70,048
Net income (gross income less expenses)	2013-12-31	$115,800
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$740,554
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$624,754
Total contributions received or receivable from employer(s)	2013-12-31	$60,289
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$6,052
2012 : IAN A. SCHWARTZ PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$114,848
Expenses. Total of all expenses incurred	2012-12-31	$5,437
Total plan assets at end of year	2012-12-31	$624,754
Total plan assets at beginning of year	2012-12-31	$515,343
Other income received	2012-12-31	$56,372
Net income (gross income less expenses)	2012-12-31	$109,411
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$624,754
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$515,343
Total contributions received or receivable from employer(s)	2012-12-31	$58,476
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,437
2011 : IAN A. SCHWARTZ PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$-39,372
Total income from all sources	2011-12-31	$47,556
Expenses. Total of all expenses incurred	2011-12-31	$4,765
Total plan assets at end of year	2011-12-31	$565,087
Total plan assets at beginning of year	2011-12-31	$561,668
Other income received	2011-12-31	$-2,188
Net income (gross income less expenses)	2011-12-31	$42,791
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$565,087
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$561,668
Total contributions received or receivable from employer(s)	2011-12-31	$49,744
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,765
2010 : IAN A. SCHWARTZ PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$42,967
Expenses. Total of all expenses incurred	2010-12-31	$739
Total plan assets at end of year	2010-12-31	$561,668
Total plan assets at beginning of year	2010-12-31	$519,440
Other income received	2010-12-31	$42,967
Net income (gross income less expenses)	2010-12-31	$42,228
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$561,668
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$519,440
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$739

Form 5500 Responses for IAN A. SCHWARTZ PROFIT SHARING PLAN

2020: IAN A. SCHWARTZ PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: IAN A. SCHWARTZ PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: IAN A. SCHWARTZ PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: IAN A. SCHWARTZ PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: IAN A. SCHWARTZ PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: IAN A. SCHWARTZ PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: IAN A. SCHWARTZ PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: IAN A. SCHWARTZ PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: IAN A. SCHWARTZ PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: IAN A. SCHWARTZ PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: IAN A. SCHWARTZ PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: IAN A. SCHWARTZ PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	IAN A. SCHWARTZ
Employer identification number (EIN):	364342566
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers