401k Plan data: O'DONNELL, SCHWARTZ & ANDERSON, P.C. plan

O'DONNELL, SCHWARTZ & ANDERSON, P.C. 401k Plan overview

Plan Name	O'DONNELL, SCHWARTZ & ANDERSON, P.C.
Plan identification number	001

O'DONNELL, SCHWARTZ & ANDERSON, P.C. 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

O'DONNELL, SCHWARTZ & ANDERSON, PC has sponsored the creation of one or more 401k plans.

Company Name: O'DONNELL, SCHWARTZ & ANDERSON, PC

Employer identification number (EIN): 521852719

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan O'DONNELL, SCHWARTZ & ANDERSON, P.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 TINA B LATTER 2024-07-08
001 2022-01-01 TINA LATTER 2023-07-11
001 2021-01-01 TINA LATTER 2022-07-14 TIAN LATTER 2022-07-14
001 2021-01-01 TINA LATTER 2022-07-14 TIAN LATTER 2022-07-14
001 2020-01-01 TINA LATTER 2021-09-15 TINA LATTER 2021-09-15
001 2019-01-01 TINA LATTER 2020-10-05 TINA LATTER 2020-10-05
001 2018-01-01 TINA LATTER 2019-10-10 O'DONNELL, SCHWARTZ ANDESON 2019-10-10
001 2017-01-01 TINA LATTER 2018-07-25
001 2016-01-01 TINA LATTER 2017-08-30
001 2015-01-01 TINA LATTER DARRYL J ANDERSON 2016-09-28
001 2014-01-01 TINA B LATTER
001 2013-01-01 TINA LATTER
001 2012-01-01 TINA LATTER TINA LATTER 2013-10-15
001 2011-01-01 TINA B LATTER TINA B LATTER 2012-10-15
001 2009-01-01 TINA LATTER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	TINA B LATTER	2024-07-08
001	2022-01-01	TINA LATTER	2023-07-11
001	2021-01-01	TINA LATTER	2022-07-14	TIAN LATTER	2022-07-14
001	2021-01-01	TINA LATTER	2022-07-14	TIAN LATTER	2022-07-14
001	2020-01-01	TINA LATTER	2021-09-15	TINA LATTER	2021-09-15
001	2019-01-01	TINA LATTER	2020-10-05	TINA LATTER	2020-10-05
001	2018-01-01	TINA LATTER	2019-10-10	O'DONNELL, SCHWARTZ ANDESON	2019-10-10
001	2017-01-01	TINA LATTER	2018-07-25
001	2016-01-01	TINA LATTER	2017-08-30
001	2015-01-01	TINA LATTER		DARRYL J ANDERSON	2016-09-28
001	2014-01-01	TINA B LATTER
001	2013-01-01	TINA LATTER
001	2012-01-01	TINA LATTER		TINA LATTER	2013-10-15
001	2011-01-01	TINA B LATTER		TINA B LATTER	2012-10-15
001	2009-01-01	TINA LATTER

Plan Statistics for O'DONNELL, SCHWARTZ & ANDERSON, P.C.

401k plan membership statisitcs for O'DONNELL, SCHWARTZ & ANDERSON, P.C.

Measure Date Value
2015: O'DONNELL, SCHWARTZ & ANDERSON, P.C. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
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 7
Total of all active and inactive participants 2015-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 23
Number of participants with account balances 2015-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: O'DONNELL, SCHWARTZ & ANDERSON, P.C. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 20
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 6
Total of all active and inactive participants 2014-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 26
Number of participants with account balances 2014-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: O'DONNELL, SCHWARTZ & ANDERSON, P.C. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 19
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 6
Total of all active and inactive participants 2013-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 25
Number of participants with account balances 2013-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: O'DONNELL, SCHWARTZ & ANDERSON, P.C. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
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 6
Total of all active and inactive participants 2012-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 25
Number of participants with account balances 2012-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: O'DONNELL, SCHWARTZ & ANDERSON, P.C. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 18
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 5
Total of all active and inactive participants 2011-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 23
Number of participants with account balances 2011-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: O'DONNELL, SCHWARTZ & ANDERSON, P.C. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 17
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 6
Total of all active and inactive participants 2009-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 23
Number of participants with account balances 2009-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: O'DONNELL, SCHWARTZ & ANDERSON, P.C. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
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	7
Total of all active and inactive participants	2015-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	23
Number of participants with account balances	2015-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: O'DONNELL, SCHWARTZ & ANDERSON, P.C. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	20
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	6
Total of all active and inactive participants	2014-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	26
Number of participants with account balances	2014-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: O'DONNELL, SCHWARTZ & ANDERSON, P.C. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	19
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	6
Total of all active and inactive participants	2013-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	25
Number of participants with account balances	2013-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: O'DONNELL, SCHWARTZ & ANDERSON, P.C. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
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	6
Total of all active and inactive participants	2012-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	25
Number of participants with account balances	2012-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: O'DONNELL, SCHWARTZ & ANDERSON, P.C. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	18
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	5
Total of all active and inactive participants	2011-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	23
Number of participants with account balances	2011-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: O'DONNELL, SCHWARTZ & ANDERSON, P.C. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	17
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	6
Total of all active and inactive participants	2009-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	23
Number of participants with account balances	2009-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on O'DONNELL, SCHWARTZ & ANDERSON, P.C.

Measure	Date	Value
2015 : O'DONNELL, SCHWARTZ & ANDERSON, P.C. 2015 401k financial data
Total income from all sources	2015-12-31	$97,053
Expenses. Total of all expenses incurred	2015-12-31	$989,790
Benefits paid (including direct rollovers)	2015-12-31	$988,926
Total plan assets at end of year	2015-12-31	$3,151,731
Total plan assets at beginning of year	2015-12-31	$4,044,468
Total contributions received or receivable from participants	2015-12-31	$42,548
Expenses. Other expenses not covered elsewhere	2015-12-31	$864
Other income received	2015-12-31	$49,435
Net income (gross income less expenses)	2015-12-31	$-892,737
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,151,731
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,044,468
Assets. Value of participant loans	2015-12-31	$10,634
Total contributions received or receivable from employer(s)	2015-12-31	$5,070
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : O'DONNELL, SCHWARTZ & ANDERSON, P.C. 2014 401k financial data
Total income from all sources	2014-12-31	$356,793
Expenses. Total of all expenses incurred	2014-12-31	$2,406
Benefits paid (including direct rollovers)	2014-12-31	$1,613
Total plan assets at end of year	2014-12-31	$4,044,468
Total plan assets at beginning of year	2014-12-31	$3,690,081
Total contributions received or receivable from participants	2014-12-31	$127,910
Expenses. Other expenses not covered elsewhere	2014-12-31	$793
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$209,740
Net income (gross income less expenses)	2014-12-31	$354,387
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,044,468
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,690,081
Assets. Value of participant loans	2014-12-31	$9,003
Total contributions received or receivable from employer(s)	2014-12-31	$19,143
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : O'DONNELL, SCHWARTZ & ANDERSON, P.C. 2013 401k financial data
Total income from all sources	2013-12-31	$598,561
Expenses. Total of all expenses incurred	2013-12-31	$190,989
Benefits paid (including direct rollovers)	2013-12-31	$190,316
Total plan assets at end of year	2013-12-31	$3,690,081
Total plan assets at beginning of year	2013-12-31	$3,282,509
Total contributions received or receivable from participants	2013-12-31	$146,540
Expenses. Other expenses not covered elsewhere	2013-12-31	$673
Contributions received from other sources (not participants or employers)	2013-12-31	$2,147
Other income received	2013-12-31	$429,376
Net income (gross income less expenses)	2013-12-31	$407,572
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,690,081
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,282,509
Assets. Value of participant loans	2013-12-31	$6,012
Total contributions received or receivable from employer(s)	2013-12-31	$20,498
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : O'DONNELL, SCHWARTZ & ANDERSON, P.C. 2012 401k financial data
Total income from all sources	2012-12-31	$396,782
Expenses. Total of all expenses incurred	2012-12-31	$1,932
Benefits paid (including direct rollovers)	2012-12-31	$1,385
Total plan assets at end of year	2012-12-31	$3,266,746
Total plan assets at beginning of year	2012-12-31	$2,871,896
Total contributions received or receivable from participants	2012-12-31	$146,980
Expenses. Other expenses not covered elsewhere	2012-12-31	$547
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$249,802
Net income (gross income less expenses)	2012-12-31	$394,850
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,266,746
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,871,896
Assets. Value of participant loans	2012-12-31	$2,337
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : O'DONNELL, SCHWARTZ & ANDERSON, P.C. 2011 401k financial data
Total income from all sources	2011-12-31	$203,926
Expenses. Total of all expenses incurred	2011-12-31	$1,441,073
Benefits paid (including direct rollovers)	2011-12-31	$1,440,682
Total plan assets at end of year	2011-12-31	$2,852,014
Total plan assets at beginning of year	2011-12-31	$4,089,161
Total contributions received or receivable from participants	2011-12-31	$155,048
Expenses. Other expenses not covered elsewhere	2011-12-31	$391
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$48,878
Net income (gross income less expenses)	2011-12-31	$-1,237,147
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,852,014
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,089,161
Assets. Value of participant loans	2011-12-31	$2,886
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : O'DONNELL, SCHWARTZ & ANDERSON, P.C. 2010 401k financial data
Total income from all sources	2010-12-31	$447,344
Expenses. Total of all expenses incurred	2010-12-31	$4,415
Benefits paid (including direct rollovers)	2010-12-31	$4,415
Total plan assets at end of year	2010-12-31	$4,074,545
Total plan assets at beginning of year	2010-12-31	$3,631,616
Total contributions received or receivable from participants	2010-12-31	$142,458
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$284,004
Net income (gross income less expenses)	2010-12-31	$442,929
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,074,545
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,631,616
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$20,882
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : O'DONNELL, SCHWARTZ & ANDERSON, P.C. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for O'DONNELL, SCHWARTZ & ANDERSON, P.C.

2015: O'DONNELL, SCHWARTZ & ANDERSON, P.C. 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: O'DONNELL, SCHWARTZ & ANDERSON, P.C. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: O'DONNELL, SCHWARTZ & ANDERSON, P.C. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: O'DONNELL, SCHWARTZ & ANDERSON, P.C. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: O'DONNELL, SCHWARTZ & ANDERSON, P.C. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: O'DONNELL, SCHWARTZ & ANDERSON, P.C. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	O'DONNELL, SCHWARTZ & ANDERSON, PC
Employer identification number (EIN):	521852719
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers