401k Plan data: SCHWARTZ, ORGLER & JORDAN, PLLC EMPLOYEES SAVINGS TRUST plan

SCHWARTZ, ORGLER & JORDAN, PLLC EMPLOYEES SAVINGS TRUST 401k Plan overview

Plan Name	SCHWARTZ, ORGLER & JORDAN, PLLC EMPLOYEES SAVINGS TRUST
Plan identification number	001

SCHWARTZ, ORGLER & JORDAN, PLLC EMPLOYEES SAVINGS TRUST 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

SCHWARTZ, ORGLER & JORDAN, PLLC has sponsored the creation of one or more 401k plans.

Company Name: SCHWARTZ, ORGLER & JORDAN, PLLC

Employer identification number (EIN): 640891242

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHWARTZ, ORGLER & JORDAN, PLLC EMPLOYEES SAVINGS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ERIC QUELLA 2024-07-11
001 2022-01-01 TIFFANY CHENARD 2023-07-12
001 2021-01-01 ERIC QUELLA 2022-07-11
001 2020-01-01 ERIC QUELLA 2021-08-13
001 2019-01-01 JESSICA MARSON 2020-06-24
001 2018-01-01 JESSICA MARSON 2019-07-20
001 2017-01-01 JESSICA MARSON 2018-06-15
001 2017-01-01 JESSICA MARSON 2019-07-16
001 2016-01-01 ROBERT SCHWARTZ 2017-04-24
001 2015-01-01 ROBERT SCHWARTZ 2016-10-10
001 2014-01-01 ROBERT T. SCHWARTZ 2015-04-27
001 2013-01-01 ROBERT T. SCHWARTZ 2014-07-17
001 2012-01-01 ROBERT T. SCHWARTZ 2013-07-14
001 2011-01-01 ROBERT T. SCHWARTZ 2012-07-17
001 2010-01-01 ROBERT T. SCHWARTZ 2011-09-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	ERIC QUELLA	2024-07-11
001	2022-01-01	TIFFANY CHENARD	2023-07-12
001	2021-01-01	ERIC QUELLA	2022-07-11
001	2020-01-01	ERIC QUELLA	2021-08-13
001	2019-01-01	JESSICA MARSON	2020-06-24
001	2018-01-01	JESSICA MARSON	2019-07-20
001	2017-01-01	JESSICA MARSON	2018-06-15
001	2017-01-01	JESSICA MARSON	2019-07-16
001	2016-01-01	ROBERT SCHWARTZ	2017-04-24
001	2015-01-01	ROBERT SCHWARTZ	2016-10-10
001	2014-01-01	ROBERT T. SCHWARTZ	2015-04-27
001	2013-01-01	ROBERT T. SCHWARTZ	2014-07-17
001	2012-01-01	ROBERT T. SCHWARTZ	2013-07-14
001	2011-01-01	ROBERT T. SCHWARTZ	2012-07-17
001	2010-01-01	ROBERT T. SCHWARTZ	2011-09-09

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Company Name:	SCHWARTZ, ORGLER & JORDAN, PLLC
Employer identification number (EIN):	640891242
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers