401k Plan data: SCHWARTZ PLATZ PROFIT SHARING PLAN plan

SCHWARTZ PLATZ PROFIT SHARING PLAN 401k Plan overview

Plan Name	SCHWARTZ PLATZ PROFIT SHARING PLAN
Plan identification number	001

SCHWARTZ PLATZ PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

KATHLEEN SCHWARTZPLATZ has sponsored the creation of one or more 401k plans.

Company Name: KATHLEEN SCHWARTZPLATZ

Employer identification number (EIN): 680263780

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHWARTZ PLATZ PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KATHLEEN SCHWARTZ PLATZ
001 2016-01-01 KATHLEEN SCHWARTZ PLATZ
001 2015-01-01 KATHLEEN SCHWARTZ PLATZ
001 2014-01-01 KATHLEEN SCHWARTZ PLATZ
001 2013-01-01 KATHLEEN SCHWARTZ PLATZ
001 2012-01-01 KATHLEEN SCHWARTZ PLATZ KATHLEEN PLATZ SCHWARTZ 2013-10-15
001 2011-01-01 KATHLEEN SCHWARTZ PLATZ
001 2009-01-01 KATHLEEN SCHWARTZ PLATZ

Plan Statistics for SCHWARTZ PLATZ PROFIT SHARING PLAN

401k plan membership statisitcs for SCHWARTZ PLATZ PROFIT SHARING PLAN

Measure Date Value
2023: SCHWARTZ PLATZ PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 3
Number of other retired or separated participants entitled to future benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 4
Total participants 2023-01-01 4
Number of participants with account balances 2023-01-01 4
2022: SCHWARTZ PLATZ PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 4
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 0
2021: SCHWARTZ PLATZ PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 3
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 0
2020: SCHWARTZ PLATZ PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 3
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
2019: SCHWARTZ PLATZ PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
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: SCHWARTZ PLATZ PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 4
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
2017: SCHWARTZ PLATZ PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 4
Total participants 2017-01-01 4
2016: SCHWARTZ PLATZ PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Total participants 2016-01-01 0
2015: SCHWARTZ PLATZ PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 5
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
2014: SCHWARTZ PLATZ PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Total participants 2014-01-01 0
2013: SCHWARTZ PLATZ PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
2012: SCHWARTZ PLATZ PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
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 2
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SCHWARTZ PLATZ PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SCHWARTZ PLATZ PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
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 2
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5

Measure	Date	Value
2023: SCHWARTZ PLATZ PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	3
Number of other retired or separated participants entitled to future benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	4
Total participants	2023-01-01	4
Number of participants with account balances	2023-01-01	4
2022: SCHWARTZ PLATZ PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	4
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	0
2021: SCHWARTZ PLATZ PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	3
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	0
2020: SCHWARTZ PLATZ PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	3
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
2019: SCHWARTZ PLATZ PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
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: SCHWARTZ PLATZ PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	4
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
2017: SCHWARTZ PLATZ PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	4
Total participants	2017-01-01	4
2016: SCHWARTZ PLATZ PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Total participants	2016-01-01	0
2015: SCHWARTZ PLATZ PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	5
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
2014: SCHWARTZ PLATZ PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Total participants	2014-01-01	0
2013: SCHWARTZ PLATZ PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
2012: SCHWARTZ PLATZ PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	2
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SCHWARTZ PLATZ PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SCHWARTZ PLATZ PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
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	2
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5

Financial Data on SCHWARTZ PLATZ PROFIT SHARING PLAN

Measure	Date	Value
2023 : SCHWARTZ PLATZ PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$237,519
Total plan assets at end of year	2023-12-31	$995,126
Total plan assets at beginning of year	2023-12-31	$757,607
Total contributions received or receivable from participants	2023-12-31	$32,492
Other income received	2023-12-31	$194,787
Net income (gross income less expenses)	2023-12-31	$237,519
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$995,126
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$757,607
Total contributions received or receivable from employer(s)	2023-12-31	$10,240
2022 : SCHWARTZ PLATZ PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-175,911
Expenses. Total of all expenses incurred	2022-12-31	$993
Total plan assets at end of year	2022-12-31	$757,607
Total plan assets at beginning of year	2022-12-31	$934,511
Total contributions received or receivable from participants	2022-12-31	$27,634
Expenses. Other expenses not covered elsewhere	2022-12-31	$993
Other income received	2022-12-31	$-213,313
Net income (gross income less expenses)	2022-12-31	$-176,904
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$757,607
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$934,511
Total contributions received or receivable from employer(s)	2022-12-31	$9,768
2021 : SCHWARTZ PLATZ PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$168,826
Expenses. Total of all expenses incurred	2021-12-31	$1,000
Total plan assets at end of year	2021-12-31	$934,511
Total plan assets at beginning of year	2021-12-31	$766,685
Total contributions received or receivable from participants	2021-12-31	$23,375
Expenses. Other expenses not covered elsewhere	2021-12-31	$1,000
Other income received	2021-12-31	$138,666
Net income (gross income less expenses)	2021-12-31	$167,826
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$934,511
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$766,685
Total contributions received or receivable from employer(s)	2021-12-31	$6,785
2020 : SCHWARTZ PLATZ PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$164,426
Expenses. Total of all expenses incurred	2020-12-31	$1,592
Benefits paid (including direct rollovers)	2020-12-31	$1,592
Total plan assets at end of year	2020-12-31	$766,685
Total plan assets at beginning of year	2020-12-31	$603,851
Total contributions received or receivable from participants	2020-12-31	$19,350
Other income received	2020-12-31	$138,693
Net income (gross income less expenses)	2020-12-31	$162,834
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$766,685
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$603,851
Total contributions received or receivable from employer(s)	2020-12-31	$6,383
2019 : SCHWARTZ PLATZ PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$212,117
Expenses. Total of all expenses incurred	2019-12-31	$319,555
Benefits paid (including direct rollovers)	2019-12-31	$319,555
Total plan assets at end of year	2019-12-31	$603,851
Total plan assets at beginning of year	2019-12-31	$711,289
Total contributions received or receivable from participants	2019-12-31	$22,036
Other income received	2019-12-31	$181,617
Net income (gross income less expenses)	2019-12-31	$-107,438
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$603,851
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$711,289
Total contributions received or receivable from employer(s)	2019-12-31	$8,464
2018 : SCHWARTZ PLATZ PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-21,557
Total plan assets at end of year	2018-12-31	$711,289
Total plan assets at beginning of year	2018-12-31	$732,846
Total contributions received or receivable from participants	2018-12-31	$20,571
Other income received	2018-12-31	$-50,387
Net income (gross income less expenses)	2018-12-31	$-21,557
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$711,289
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$732,846
Total contributions received or receivable from employer(s)	2018-12-31	$8,259
2017 : SCHWARTZ PLATZ PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$135,189
Total plan assets at end of year	2017-12-31	$732,846
Total plan assets at beginning of year	2017-12-31	$597,657
Total contributions received or receivable from participants	2017-12-31	$19,257
Other income received	2017-12-31	$108,068
Net income (gross income less expenses)	2017-12-31	$135,189
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$732,846
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$597,657
Total contributions received or receivable from employer(s)	2017-12-31	$7,864
2016 : SCHWARTZ PLATZ PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$69,759
Expenses. Total of all expenses incurred	2016-12-31	$11,102
Benefits paid (including direct rollovers)	2016-12-31	$11,102
Total plan assets at end of year	2016-12-31	$597,657
Total plan assets at beginning of year	2016-12-31	$539,000
Total contributions received or receivable from participants	2016-12-31	$18,860
Other income received	2016-12-31	$43,023
Net income (gross income less expenses)	2016-12-31	$58,657
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$597,657
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$539,000
Total contributions received or receivable from employer(s)	2016-12-31	$7,876
2015 : SCHWARTZ PLATZ PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$29,634
Expenses. Total of all expenses incurred	2015-12-31	$3,736
Benefits paid (including direct rollovers)	2015-12-31	$3,736
Total plan assets at end of year	2015-12-31	$539,000
Total plan assets at beginning of year	2015-12-31	$513,102
Total contributions received or receivable from participants	2015-12-31	$18,213
Other income received	2015-12-31	$4,475
Net income (gross income less expenses)	2015-12-31	$25,898
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$539,000
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$513,102
Total contributions received or receivable from employer(s)	2015-12-31	$6,946
2014 : SCHWARTZ PLATZ PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$53,202
Total plan assets at end of year	2014-12-31	$513,102
Total plan assets at beginning of year	2014-12-31	$459,900
Total contributions received or receivable from participants	2014-12-31	$14,625
Other income received	2014-12-31	$34,525
Net income (gross income less expenses)	2014-12-31	$53,202
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$513,102
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$459,900
Total contributions received or receivable from employer(s)	2014-12-31	$4,052
2013 : SCHWARTZ PLATZ PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$76,692
Total plan assets at end of year	2013-12-31	$459,900
Total plan assets at beginning of year	2013-12-31	$383,208
Total contributions received or receivable from participants	2013-12-31	$8,111
Other income received	2013-12-31	$64,313
Net income (gross income less expenses)	2013-12-31	$76,692
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$459,900
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$383,208
Assets. Value of participant loans	2013-12-31	$8,036
Total contributions received or receivable from employer(s)	2013-12-31	$4,268
2012 : SCHWARTZ PLATZ PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$46,486
Total plan assets at end of year	2012-12-31	$383,207
Total plan assets at beginning of year	2012-12-31	$336,721
Total contributions received or receivable from participants	2012-12-31	$15,375
Other income received	2012-12-31	$30,811
Net income (gross income less expenses)	2012-12-31	$46,486
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$383,207
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$336,721
Assets. Value of participant loans	2012-12-31	$8,618
Total contributions received or receivable from employer(s)	2012-12-31	$300
2011 : SCHWARTZ PLATZ PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$19,820
Total plan assets at end of year	2011-12-31	$336,721
Total plan assets at beginning of year	2011-12-31	$316,901
Total contributions received or receivable from participants	2011-12-31	$17,277
Other income received	2011-12-31	$2,543
Net income (gross income less expenses)	2011-12-31	$19,820
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$336,721
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$316,901
Assets. Value of participant loans	2011-12-31	$9,500
2010 : SCHWARTZ PLATZ PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$37,083
Total plan assets at end of year	2010-12-31	$316,901
Total plan assets at beginning of year	2010-12-31	$279,818
Total contributions received or receivable from participants	2010-12-31	$16,275
Other income received	2010-12-31	$20,808
Net income (gross income less expenses)	2010-12-31	$37,083
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$316,901
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$279,818
Assets. Value of participant loans	2010-12-31	$9,862

Form 5500 Responses for SCHWARTZ PLATZ PROFIT SHARING PLAN

2023: SCHWARTZ PLATZ PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SCHWARTZ PLATZ PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SCHWARTZ PLATZ PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SCHWARTZ PLATZ PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SCHWARTZ PLATZ PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SCHWARTZ PLATZ 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: SCHWARTZ PLATZ 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: SCHWARTZ PLATZ 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: SCHWARTZ PLATZ 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: SCHWARTZ PLATZ 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: SCHWARTZ PLATZ 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: SCHWARTZ PLATZ 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: SCHWARTZ PLATZ 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
2009: SCHWARTZ PLATZ 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:	KATHLEEN SCHWARTZPLATZ
Employer identification number (EIN):	680263780
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants