401k Plan data: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN plan

RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN
Plan identification number	001

RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
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

SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC has sponsored the creation of one or more 401k plans.

Company Name: SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC

Employer identification number (EIN): 541160814

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-03-01
001 2021-03-01
001 2020-03-01
001 2019-03-01
001 2018-03-01
001 2017-03-01 MICHAEL GOODOVE
001 2016-03-01 MICHAEL GOODOVE
001 2015-03-01 FRANKLIN SWARTZ
001 2014-03-01 FRANKLIN SWARTZ
001 2013-03-01 FRANKLIN SWARTZ
001 2012-03-01 FRANKLIN SWARTZ
001 2011-03-01 FRANKLIN SWARTZ
001 2010-03-01 FRANKLIN SWARTZ
001 2009-03-01 FRANKLIN A SWARTZ
001 2009-03-01 FRANKLIN SWARTZ
001 2009-03-01 FRANKLIN SWARTZ

Plan Statistics for RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN

Measure Date Value
2022: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-03-01 15
Total number of active participants reported on line 7a of the Form 5500 2022-03-01 13
Number of other retired or separated participants entitled to future benefits 2022-03-01 1
Total of all active and inactive participants 2022-03-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-03-01 1
Total participants 2022-03-01 15
Number of participants with account balances 2022-03-01 15
2021: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-03-01 15
Total number of active participants reported on line 7a of the Form 5500 2021-03-01 15
Total of all active and inactive participants 2021-03-01 15
Total participants 2021-03-01 15
Number of participants with account balances 2021-03-01 15
2020: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-03-01 17
Total number of active participants reported on line 7a of the Form 5500 2020-03-01 15
Total of all active and inactive participants 2020-03-01 15
Total participants 2020-03-01 15
Number of participants with account balances 2020-03-01 15
2019: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-03-01 15
Total number of active participants reported on line 7a of the Form 5500 2019-03-01 15
Number of other retired or separated participants entitled to future benefits 2019-03-01 2
Total of all active and inactive participants 2019-03-01 17
Total participants 2019-03-01 17
Number of participants with account balances 2019-03-01 17
2018: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-03-01 13
Total number of active participants reported on line 7a of the Form 5500 2018-03-01 13
Number of other retired or separated participants entitled to future benefits 2018-03-01 2
Total of all active and inactive participants 2018-03-01 15
Total participants 2018-03-01 15
Number of participants with account balances 2018-03-01 15
2017: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-03-01 13
Total number of active participants reported on line 7a of the Form 5500 2017-03-01 11
Number of other retired or separated participants entitled to future benefits 2017-03-01 2
Total of all active and inactive participants 2017-03-01 13
Total participants 2017-03-01 13
Number of participants with account balances 2017-03-01 13
2016: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-03-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-03-01 12
Number of other retired or separated participants entitled to future benefits 2016-03-01 1
Total of all active and inactive participants 2016-03-01 13
Total participants 2016-03-01 13
Number of participants with account balances 2016-03-01 13
2015: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-03-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-03-01 10
Number of other retired or separated participants entitled to future benefits 2015-03-01 1
Total of all active and inactive participants 2015-03-01 11
Total participants 2015-03-01 11
Number of participants with account balances 2015-03-01 11
2014: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-03-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-03-01 11
Number of other retired or separated participants entitled to future benefits 2014-03-01 1
Total of all active and inactive participants 2014-03-01 12
Total participants 2014-03-01 12
Number of participants with account balances 2014-03-01 12
2013: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-03-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-03-01 12
Number of other retired or separated participants entitled to future benefits 2013-03-01 1
Total of all active and inactive participants 2013-03-01 13
Total participants 2013-03-01 13
Number of participants with account balances 2013-03-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-03-01 1
2012: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-03-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-03-01 12
Total of all active and inactive participants 2012-03-01 12
Total participants 2012-03-01 12
Number of participants with account balances 2012-03-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-03-01 0
2011: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-03-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-03-01 13
Total of all active and inactive participants 2011-03-01 13
Total participants 2011-03-01 13
Number of participants with account balances 2011-03-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-03-01 0
2010: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-03-01 14
Total number of active participants reported on line 7a of the Form 5500 2010-03-01 13
Total of all active and inactive participants 2010-03-01 13
Total participants 2010-03-01 13
Number of participants with account balances 2010-03-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-03-01 0
2009: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-03-01 16
Total number of active participants reported on line 7a of the Form 5500 2009-03-01 12
Number of other retired or separated participants entitled to future benefits 2009-03-01 2
Total of all active and inactive participants 2009-03-01 14
Total participants 2009-03-01 14
Number of participants with account balances 2009-03-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-03-01 1

Measure	Date	Value
2022: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-03-01	15
Total number of active participants reported on line 7a of the Form 5500	2022-03-01	13
Number of other retired or separated participants entitled to future benefits	2022-03-01	1
Total of all active and inactive participants	2022-03-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-03-01	1
Total participants	2022-03-01	15
Number of participants with account balances	2022-03-01	15
2021: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-03-01	15
Total number of active participants reported on line 7a of the Form 5500	2021-03-01	15
Total of all active and inactive participants	2021-03-01	15
Total participants	2021-03-01	15
Number of participants with account balances	2021-03-01	15
2020: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-03-01	17
Total number of active participants reported on line 7a of the Form 5500	2020-03-01	15
Total of all active and inactive participants	2020-03-01	15
Total participants	2020-03-01	15
Number of participants with account balances	2020-03-01	15
2019: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-03-01	15
Total number of active participants reported on line 7a of the Form 5500	2019-03-01	15
Number of other retired or separated participants entitled to future benefits	2019-03-01	2
Total of all active and inactive participants	2019-03-01	17
Total participants	2019-03-01	17
Number of participants with account balances	2019-03-01	17
2018: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-03-01	13
Total number of active participants reported on line 7a of the Form 5500	2018-03-01	13
Number of other retired or separated participants entitled to future benefits	2018-03-01	2
Total of all active and inactive participants	2018-03-01	15
Total participants	2018-03-01	15
Number of participants with account balances	2018-03-01	15
2017: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-03-01	13
Total number of active participants reported on line 7a of the Form 5500	2017-03-01	11
Number of other retired or separated participants entitled to future benefits	2017-03-01	2
Total of all active and inactive participants	2017-03-01	13
Total participants	2017-03-01	13
Number of participants with account balances	2017-03-01	13
2016: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-03-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-03-01	12
Number of other retired or separated participants entitled to future benefits	2016-03-01	1
Total of all active and inactive participants	2016-03-01	13
Total participants	2016-03-01	13
Number of participants with account balances	2016-03-01	13
2015: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-03-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-03-01	10
Number of other retired or separated participants entitled to future benefits	2015-03-01	1
Total of all active and inactive participants	2015-03-01	11
Total participants	2015-03-01	11
Number of participants with account balances	2015-03-01	11
2014: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-03-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-03-01	11
Number of other retired or separated participants entitled to future benefits	2014-03-01	1
Total of all active and inactive participants	2014-03-01	12
Total participants	2014-03-01	12
Number of participants with account balances	2014-03-01	12
2013: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-03-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-03-01	12
Number of other retired or separated participants entitled to future benefits	2013-03-01	1
Total of all active and inactive participants	2013-03-01	13
Total participants	2013-03-01	13
Number of participants with account balances	2013-03-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-03-01	1
2012: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-03-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-03-01	12
Total of all active and inactive participants	2012-03-01	12
Total participants	2012-03-01	12
Number of participants with account balances	2012-03-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-03-01	0
2011: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-03-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-03-01	13
Total of all active and inactive participants	2011-03-01	13
Total participants	2011-03-01	13
Number of participants with account balances	2011-03-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-03-01	0
2010: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-03-01	14
Total number of active participants reported on line 7a of the Form 5500	2010-03-01	13
Total of all active and inactive participants	2010-03-01	13
Total participants	2010-03-01	13
Number of participants with account balances	2010-03-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-03-01	0
2009: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-03-01	16
Total number of active participants reported on line 7a of the Form 5500	2009-03-01	12
Number of other retired or separated participants entitled to future benefits	2009-03-01	2
Total of all active and inactive participants	2009-03-01	14
Total participants	2009-03-01	14
Number of participants with account balances	2009-03-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-03-01	1

Financial Data on RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2023 : RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2023 401k financial data
Total income from all sources	2023-02-28	$-100,064
Expenses. Total of all expenses incurred	2023-02-28	$569,707
Benefits paid (including direct rollovers)	2023-02-28	$545,857
Total plan assets at end of year	2023-02-28	$2,513,753
Total plan assets at beginning of year	2023-02-28	$3,183,524
Value of fidelity bond covering the plan	2023-02-28	$500,000
Other income received	2023-02-28	$-191,206
Net income (gross income less expenses)	2023-02-28	$-669,771
Net plan assets at end of year (total assets less liabilities)	2023-02-28	$2,513,753
Net plan assets at beginning of year (total assets less liabilities)	2023-02-28	$3,183,524
Total contributions received or receivable from employer(s)	2023-02-28	$91,142
Value of certain deemed distributions of participant loans	2023-02-28	$23,850
2022 : RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2022 401k financial data
Total income from all sources	2022-02-28	$209,259
Expenses. Total of all expenses incurred	2022-02-28	$86,664
Benefits paid (including direct rollovers)	2022-02-28	$86,664
Total plan assets at end of year	2022-02-28	$3,183,524
Total plan assets at beginning of year	2022-02-28	$3,060,929
Value of fidelity bond covering the plan	2022-02-28	$500,000
Other income received	2022-02-28	$127,675
Net income (gross income less expenses)	2022-02-28	$122,595
Net plan assets at end of year (total assets less liabilities)	2022-02-28	$3,183,524
Net plan assets at beginning of year (total assets less liabilities)	2022-02-28	$3,060,929
Assets. Value of participant loans	2022-02-28	$23,850
Total contributions received or receivable from employer(s)	2022-02-28	$81,584
Funding deficiency by the employer to the plan for this plan year	2022-02-28	$0
Minimum employer required contribution for this plan year	2022-02-28	$81,584
Amount contributed by the employer to the plan for this plan year	2022-02-28	$81,584
2021 : RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2021 401k financial data
Total income from all sources	2021-02-28	$556,432
Expenses. Total of all expenses incurred	2021-02-28	$12,525
Benefits paid (including direct rollovers)	2021-02-28	$12,525
Total plan assets at end of year	2021-02-28	$3,060,929
Total plan assets at beginning of year	2021-02-28	$2,517,022
Value of fidelity bond covering the plan	2021-02-28	$500,000
Other income received	2021-02-28	$473,236
Net income (gross income less expenses)	2021-02-28	$543,907
Net plan assets at end of year (total assets less liabilities)	2021-02-28	$3,060,929
Net plan assets at beginning of year (total assets less liabilities)	2021-02-28	$2,517,022
Total contributions received or receivable from employer(s)	2021-02-28	$83,196
Funding deficiency by the employer to the plan for this plan year	2021-02-28	$0
Minimum employer required contribution for this plan year	2021-02-28	$83,196
Amount contributed by the employer to the plan for this plan year	2021-02-28	$83,196
2020 : RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2020 401k financial data
Total income from all sources	2020-02-29	$140,850
Expenses. Total of all expenses incurred	2020-02-29	$54,579
Benefits paid (including direct rollovers)	2020-02-29	$54,579
Total plan assets at end of year	2020-02-29	$2,517,022
Total plan assets at beginning of year	2020-02-29	$2,430,751
Value of fidelity bond covering the plan	2020-02-29	$500,000
Other income received	2020-02-29	$58,150
Net income (gross income less expenses)	2020-02-29	$86,271
Net plan assets at end of year (total assets less liabilities)	2020-02-29	$2,517,022
Net plan assets at beginning of year (total assets less liabilities)	2020-02-29	$2,430,751
Assets. Value of participant loans	2020-02-29	$9,418
Total contributions received or receivable from employer(s)	2020-02-29	$82,700
Funding deficiency by the employer to the plan for this plan year	2020-02-29	$0
Minimum employer required contribution for this plan year	2020-02-29	$82,700
Amount contributed by the employer to the plan for this plan year	2020-02-29	$82,700
2019 : RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2019 401k financial data
Total income from all sources	2019-02-28	$65,069
Expenses. Total of all expenses incurred	2019-02-28	$55,000
Benefits paid (including direct rollovers)	2019-02-28	$55,000
Total plan assets at end of year	2019-02-28	$2,430,751
Total plan assets at beginning of year	2019-02-28	$2,420,682
Value of fidelity bond covering the plan	2019-02-28	$500,000
Other income received	2019-02-28	$-12,409
Net income (gross income less expenses)	2019-02-28	$10,069
Net plan assets at end of year (total assets less liabilities)	2019-02-28	$2,430,751
Net plan assets at beginning of year (total assets less liabilities)	2019-02-28	$2,420,682
Assets. Value of participant loans	2019-02-28	$12,904
Total contributions received or receivable from employer(s)	2019-02-28	$77,478
Funding deficiency by the employer to the plan for this plan year	2019-02-28	$0
Minimum employer required contribution for this plan year	2019-02-28	$77,478
Amount contributed by the employer to the plan for this plan year	2019-02-28	$77,478
2018 : RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total income from all sources	2018-02-28	$267,986
Expenses. Total of all expenses incurred	2018-02-28	$128,630
Benefits paid (including direct rollovers)	2018-02-28	$128,630
Total plan assets at end of year	2018-02-28	$2,420,682
Total plan assets at beginning of year	2018-02-28	$2,281,326
Value of fidelity bond covering the plan	2018-02-28	$500,000
Other income received	2018-02-28	$206,901
Net income (gross income less expenses)	2018-02-28	$139,356
Net plan assets at end of year (total assets less liabilities)	2018-02-28	$2,420,682
Net plan assets at beginning of year (total assets less liabilities)	2018-02-28	$2,281,326
Total contributions received or receivable from employer(s)	2018-02-28	$61,085
Funding deficiency by the employer to the plan for this plan year	2018-02-28	$0
Minimum employer required contribution for this plan year	2018-02-28	$61,085
Amount contributed by the employer to the plan for this plan year	2018-02-28	$61,085
2017 : RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total income from all sources	2017-02-28	$382,200
Expenses. Total of all expenses incurred	2017-02-28	$44,300
Benefits paid (including direct rollovers)	2017-02-28	$44,300
Total plan assets at end of year	2017-02-28	$2,281,326
Total plan assets at beginning of year	2017-02-28	$1,943,426
Value of fidelity bond covering the plan	2017-02-28	$500,000
Other income received	2017-02-28	$315,207
Net income (gross income less expenses)	2017-02-28	$337,900
Net plan assets at end of year (total assets less liabilities)	2017-02-28	$2,281,326
Net plan assets at beginning of year (total assets less liabilities)	2017-02-28	$1,943,426
Total contributions received or receivable from employer(s)	2017-02-28	$66,993
Funding deficiency by the employer to the plan for this plan year	2017-02-28	$0
Minimum employer required contribution for this plan year	2017-02-28	$66,993
Amount contributed by the employer to the plan for this plan year	2017-02-28	$66,993
2016 : RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total income from all sources	2016-02-29	$-70,038
Expenses. Total of all expenses incurred	2016-02-29	$76,183
Benefits paid (including direct rollovers)	2016-02-29	$76,183
Total plan assets at end of year	2016-02-29	$1,943,426
Total plan assets at beginning of year	2016-02-29	$2,089,647
Value of fidelity bond covering the plan	2016-02-29	$500,000
Other income received	2016-02-29	$-139,874
Net income (gross income less expenses)	2016-02-29	$-146,221
Net plan assets at end of year (total assets less liabilities)	2016-02-29	$1,943,426
Net plan assets at beginning of year (total assets less liabilities)	2016-02-29	$2,089,647
Total contributions received or receivable from employer(s)	2016-02-29	$69,836
Funding deficiency by the employer to the plan for this plan year	2016-02-29	$0
Minimum employer required contribution for this plan year	2016-02-29	$69,836
Amount contributed by the employer to the plan for this plan year	2016-02-29	$69,836
2015 : RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources	2015-02-28	$190,101
Expenses. Total of all expenses incurred	2015-02-28	$64,730
Benefits paid (including direct rollovers)	2015-02-28	$64,730
Total plan assets at end of year	2015-02-28	$2,089,647
Total plan assets at beginning of year	2015-02-28	$1,964,276
Value of fidelity bond covering the plan	2015-02-28	$250,000
Other income received	2015-02-28	$122,904
Net income (gross income less expenses)	2015-02-28	$125,371
Net plan assets at end of year (total assets less liabilities)	2015-02-28	$2,089,647
Net plan assets at beginning of year (total assets less liabilities)	2015-02-28	$1,964,276
Total contributions received or receivable from employer(s)	2015-02-28	$67,197
Funding deficiency by the employer to the plan for this plan year	2015-02-28	$0
Minimum employer required contribution for this plan year	2015-02-28	$67,197
Amount contributed by the employer to the plan for this plan year	2015-02-28	$67,197
2014 : RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total income from all sources	2014-02-28	$261,759
Expenses. Total of all expenses incurred	2014-02-28	$40,146
Benefits paid (including direct rollovers)	2014-02-28	$40,146
Total plan assets at end of year	2014-02-28	$1,964,276
Total plan assets at beginning of year	2014-02-28	$1,742,663
Value of fidelity bond covering the plan	2014-02-28	$250,000
Other income received	2014-02-28	$188,961
Net income (gross income less expenses)	2014-02-28	$221,613
Net plan assets at end of year (total assets less liabilities)	2014-02-28	$1,964,276
Net plan assets at beginning of year (total assets less liabilities)	2014-02-28	$1,742,663
Total contributions received or receivable from employer(s)	2014-02-28	$72,798
Funding deficiency by the employer to the plan for this plan year	2014-02-28	$0
Minimum employer required contribution for this plan year	2014-02-28	$72,798
Amount contributed by the employer to the plan for this plan year	2014-02-28	$72,798
2013 : RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources	2013-02-28	$109,932
Expenses. Total of all expenses incurred	2013-02-28	$48,462
Benefits paid (including direct rollovers)	2013-02-28	$48,462
Total plan assets at end of year	2013-02-28	$1,742,663
Total plan assets at beginning of year	2013-02-28	$1,681,193
Value of fidelity bond covering the plan	2013-02-28	$250,000
Other income received	2013-02-28	$38,109
Net income (gross income less expenses)	2013-02-28	$61,470
Net plan assets at end of year (total assets less liabilities)	2013-02-28	$1,742,663
Net plan assets at beginning of year (total assets less liabilities)	2013-02-28	$1,681,193
Total contributions received or receivable from employer(s)	2013-02-28	$71,823
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-02-28	$0
Funding deficiency by the employer to the plan for this plan year	2013-02-28	$0
Minimum employer required contribution for this plan year	2013-02-28	$71,823
Amount contributed by the employer to the plan for this plan year	2013-02-28	$71,823
2012 : RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources	2012-02-29	$59,854
Expenses. Total of all expenses incurred	2012-02-29	$939,953
Benefits paid (including direct rollovers)	2012-02-29	$939,953
Total plan assets at end of year	2012-02-29	$1,681,193
Total plan assets at beginning of year	2012-02-29	$2,561,292
Value of fidelity bond covering the plan	2012-02-29	$150,000
Other income received	2012-02-29	$-10,259
Net income (gross income less expenses)	2012-02-29	$-880,099
Net plan assets at end of year (total assets less liabilities)	2012-02-29	$1,681,193
Net plan assets at beginning of year (total assets less liabilities)	2012-02-29	$2,561,292
Total contributions received or receivable from employer(s)	2012-02-29	$70,113
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-02-29	$0
Funding deficiency by the employer to the plan for this plan year	2012-02-29	$0
Minimum employer required contribution for this plan year	2012-02-29	$70,113
Amount contributed by the employer to the plan for this plan year	2012-02-29	$70,113
2011 : RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources	2011-02-28	$311,860
Expenses. Total of all expenses incurred	2011-02-28	$65,395
Benefits paid (including direct rollovers)	2011-02-28	$65,395
Total plan assets at end of year	2011-02-28	$2,561,292
Total plan assets at beginning of year	2011-02-28	$2,314,827
Value of fidelity bond covering the plan	2011-02-28	$150,000
Other income received	2011-02-28	$230,034
Net income (gross income less expenses)	2011-02-28	$246,465
Net plan assets at end of year (total assets less liabilities)	2011-02-28	$2,561,292
Net plan assets at beginning of year (total assets less liabilities)	2011-02-28	$2,314,827
Total contributions received or receivable from employer(s)	2011-02-28	$81,826
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-02-28	$0
Funding deficiency by the employer to the plan for this plan year	2011-02-28	$0
Minimum employer required contribution for this plan year	2011-02-28	$81,826
Amount contributed by the employer to the plan for this plan year	2011-02-28	$81,826
2010 : RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-02-28	$0
Funding deficiency by the employer to the plan for this plan year	2010-02-28	$0
Minimum employer required contribution for this plan year	2010-02-28	$63,561
Amount contributed by the employer to the plan for this plan year	2010-02-28	$63,561

Form 5500 Responses for RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN

2022: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2022 form 5500 responses
2022-03-01	Type of plan entity	Single employer plan
2022-03-01	Plan funding arrangement – Trust	Yes
2022-03-01	Plan benefit arrangement - Trust	Yes
2021: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2021 form 5500 responses
2021-03-01	Type of plan entity	Single employer plan
2021-03-01	Plan funding arrangement – Trust	Yes
2021-03-01	Plan benefit arrangement - Trust	Yes
2020: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2020 form 5500 responses
2020-03-01	Type of plan entity	Single employer plan
2020-03-01	Plan funding arrangement – Trust	Yes
2020-03-01	Plan benefit arrangement - Trust	Yes
2019: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-03-01	Type of plan entity	Single employer plan
2019-03-01	Plan funding arrangement – Trust	Yes
2019-03-01	Plan benefit arrangement - Trust	Yes
2018: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-03-01	Type of plan entity	Single employer plan
2018-03-01	Plan funding arrangement – Trust	Yes
2018-03-01	Plan benefit arrangement - Trust	Yes
2017: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-03-01	Type of plan entity	Single employer plan
2017-03-01	Plan funding arrangement – Trust	Yes
2017-03-01	Plan benefit arrangement - Trust	Yes
2016: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-03-01	Type of plan entity	Single employer plan
2016-03-01	Plan funding arrangement – Trust	Yes
2016-03-01	Plan benefit arrangement - Trust	Yes
2015: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-03-01	Type of plan entity	Single employer plan
2015-03-01	Plan funding arrangement – Trust	Yes
2015-03-01	Plan benefit arrangement - Trust	Yes
2014: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-03-01	Type of plan entity	Single employer plan
2014-03-01	Plan funding arrangement – Trust	Yes
2014-03-01	Plan benefit arrangement - Trust	Yes
2013: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-03-01	Type of plan entity	Single employer plan
2013-03-01	Plan funding arrangement – Trust	Yes
2013-03-01	Plan benefit arrangement - Trust	Yes
2012: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-03-01	Type of plan entity	Single employer plan
2012-03-01	Plan funding arrangement – Trust	Yes
2012-03-01	Plan benefit arrangement - Trust	Yes
2011: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-03-01	Type of plan entity	Single employer plan
2011-03-01	Plan funding arrangement – Trust	Yes
2011-03-01	Plan benefit arrangement - Trust	Yes
2010: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-03-01	Type of plan entity	Single employer plan
2010-03-01	Plan funding arrangement – Trust	Yes
2010-03-01	Plan benefit arrangement - Trust	Yes
2009: RABINOWITZ SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-03-01	Type of plan entity	Single employer plan
2009-03-01	This submission is the final filing	No
2009-03-01	Plan funding arrangement – Trust	Yes
2009-03-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SWARTZ TALIAFERRO SWARTZ AND GOODOVE PC
Employer identification number (EIN):	541160814
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers