401k Plan data: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN plan

WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 401k Plan overview

Plan Name	WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN
Plan identification number	001

WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 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
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.
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

WALLACE, SCHWARTZ & COMPANY L.L.P. has sponsored the creation of one or more 401k plans.

Company Name: WALLACE, SCHWARTZ & COMPANY L.L.P.

Employer identification number (EIN): 752058196

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 TRACY WALLACE 2020-09-27 TRACY WALLACE 2020-09-27
001 2018-01-01
001 2017-01-01
001 2016-01-01 TRACY WALLACE TRACY WALLACE 2017-09-27
001 2014-01-01 TRACY WALLACE TRACY WALLACE 2015-10-15
001 2013-01-01 TRACY WALLACE TRACY WALLACE 2014-10-14
001 2012-01-01 TRACY WALLACE TRACY WALLACE 2013-10-08
001 2011-01-01 TRACY WALLACE TRACY WALLACE 2012-10-15
001 2010-01-01 TRACY WALLACE TRACY WALLACE 2011-10-14
001 2009-01-01 TRACY WALLACE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	TRACY WALLACE	2020-09-27	TRACY WALLACE	2020-09-27
001	2018-01-01
001	2017-01-01
001	2016-01-01	TRACY WALLACE		TRACY WALLACE	2017-09-27
001	2014-01-01	TRACY WALLACE		TRACY WALLACE	2015-10-15
001	2013-01-01	TRACY WALLACE		TRACY WALLACE	2014-10-14
001	2012-01-01	TRACY WALLACE		TRACY WALLACE	2013-10-08
001	2011-01-01	TRACY WALLACE		TRACY WALLACE	2012-10-15
001	2010-01-01	TRACY WALLACE		TRACY WALLACE	2011-10-14
001	2009-01-01	TRACY WALLACE

Plan Statistics for WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN

401k plan membership statisitcs for WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN

Measure Date Value
2019: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Total of all active and inactive participants 2016-01-01 3
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 4
2014: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Total of all active and inactive participants 2014-01-01 3
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
2013: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
2011: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Total of all active and inactive participants 2011-01-01 3
Total participants 2011-01-01 3
2010: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Total of all active and inactive participants 2010-01-01 3
Total participants 2010-01-01 3
2009: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2019: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Total of all active and inactive participants	2016-01-01	3
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	4
2014: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Total of all active and inactive participants	2014-01-01	3
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
2013: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
2011: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Total of all active and inactive participants	2011-01-01	3
Total participants	2011-01-01	3
2010: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Total of all active and inactive participants	2010-01-01	3
Total participants	2010-01-01	3
2009: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN

Measure	Date	Value
2019 : WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$218
Total income from all sources	2019-12-31	$30,641
Expenses. Total of all expenses incurred	2019-12-31	$667,337
Benefits paid (including direct rollovers)	2019-12-31	$667,335
Total plan assets at end of year	2019-12-31	$34,242
Total plan assets at beginning of year	2019-12-31	$671,156
Total contributions received or receivable from participants	2019-12-31	$0
Assets. Value of loans (other than to participants)	2019-12-31	$28,526
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$30,641
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-636,696
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$34,242
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$670,938
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$218
Total plan liabilities at beginning of year	2018-12-31	$269
Total income from all sources	2018-12-31	$32,383
Expenses. Total of all expenses incurred	2018-12-31	$1,356,969
Benefits paid (including direct rollovers)	2018-12-31	$1,324,622
Total plan assets at end of year	2018-12-31	$671,156
Total plan assets at beginning of year	2018-12-31	$1,995,793
Value of fidelity bond covering the plan	2018-12-31	$80,000
Total contributions received or receivable from participants	2018-12-31	$0
Assets. Value of loans (other than to participants)	2018-12-31	$39,246
Expenses. Other expenses not covered elsewhere	2018-12-31	$32,345
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$32,383
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-1,324,586
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$670,938
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,995,524
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$12,384
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$2
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$269
Total plan liabilities at beginning of year	2017-12-31	$269
Total income from all sources	2017-12-31	$133,611
Expenses. Total of all expenses incurred	2017-12-31	$120
Benefits paid (including direct rollovers)	2017-12-31	$118
Total plan assets at end of year	2017-12-31	$1,995,793
Total plan assets at beginning of year	2017-12-31	$1,862,302
Value of fidelity bond covering the plan	2017-12-31	$80,000
Total contributions received or receivable from participants	2017-12-31	$12,500
Assets. Value of loans (other than to participants)	2017-12-31	$104,092
Expenses. Other expenses not covered elsewhere	2017-12-31	$2
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$74,949
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$133,491
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,995,524
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,862,033
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$17,145
Total contributions received or receivable from employer(s)	2017-12-31	$46,162
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$269
Total plan liabilities at beginning of year	2016-12-31	$269
Total income from all sources	2016-12-31	$8,936
Expenses. Total of all expenses incurred	2016-12-31	$2
Total plan assets at end of year	2016-12-31	$1,862,302
Total plan assets at beginning of year	2016-12-31	$1,853,368
Value of fidelity bond covering the plan	2016-12-31	$80,000
Total contributions received or receivable from participants	2016-12-31	$13,300
Assets. Value of loans (other than to participants)	2016-12-31	$65,096
Expenses. Other expenses not covered elsewhere	2016-12-31	$2
Other income received	2016-12-31	$-55,137
Net income (gross income less expenses)	2016-12-31	$8,934
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,862,033
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,853,099
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$17,622
Total contributions received or receivable from employer(s)	2016-12-31	$50,773
2014 : WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$12,384
Total plan liabilities at beginning of year	2014-12-31	$269
Total income from all sources	2014-12-31	$95,432
Total plan assets at end of year	2014-12-31	$1,836,641
Total plan assets at beginning of year	2014-12-31	$1,729,094
Value of fidelity bond covering the plan	2014-12-31	$80,000
Total contributions received or receivable from participants	2014-12-31	$12,200
Assets. Value of loans (other than to participants)	2014-12-31	$84,060
Other income received	2014-12-31	$30,085
Net income (gross income less expenses)	2014-12-31	$95,432
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,824,257
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,728,825
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$34,362
Total contributions received or receivable from employer(s)	2014-12-31	$53,147
2013 : WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$269
Total plan liabilities at beginning of year	2013-12-31	$269
Total income from all sources	2013-12-31	$67,131
Total plan assets at end of year	2013-12-31	$1,729,094
Total plan assets at beginning of year	2013-12-31	$1,661,963
Value of fidelity bond covering the plan	2013-12-31	$80,000
Total contributions received or receivable from participants	2013-12-31	$12,200
Other income received	2013-12-31	$6,242
Net income (gross income less expenses)	2013-12-31	$67,131
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,728,825
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,661,694
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$35,865
Total contributions received or receivable from employer(s)	2013-12-31	$48,689
2012 : WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$269
Total plan liabilities at beginning of year	2012-12-31	$269
Total income from all sources	2012-12-31	$126,111
Expenses. Total of all expenses incurred	2012-12-31	$3,143
Total plan assets at end of year	2012-12-31	$1,661,963
Total plan assets at beginning of year	2012-12-31	$1,538,995
Value of fidelity bond covering the plan	2012-12-31	$80,000
Total contributions received or receivable from participants	2012-12-31	$12,200
Expenses. Other expenses not covered elsewhere	2012-12-31	$3,143
Other income received	2012-12-31	$70,430
Net income (gross income less expenses)	2012-12-31	$122,968
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,661,694
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,538,726
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$26,523
Total contributions received or receivable from employer(s)	2012-12-31	$43,481
2011 : WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$269
Total plan liabilities at beginning of year	2011-12-31	$29,925
Total income from all sources	2011-12-31	$52,986
Expenses. Total of all expenses incurred	2011-12-31	$2,955
Total plan assets at end of year	2011-12-31	$1,538,995
Total plan assets at beginning of year	2011-12-31	$1,518,620
Value of fidelity bond covering the plan	2011-12-31	$80,000
Total contributions received or receivable from participants	2011-12-31	$11,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,955
Other income received	2011-12-31	$-4,603
Net income (gross income less expenses)	2011-12-31	$50,031
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,538,726
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,488,695
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$27,333
Total contributions received or receivable from employer(s)	2011-12-31	$46,589
2010 : WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$29,925
Total plan liabilities at beginning of year	2010-12-31	$3,934
Total income from all sources	2010-12-31	$188,778
Expenses. Total of all expenses incurred	2010-12-31	$965
Total plan assets at end of year	2010-12-31	$1,518,620
Total plan assets at beginning of year	2010-12-31	$1,304,816
Value of fidelity bond covering the plan	2010-12-31	$80,000
Total contributions received or receivable from participants	2010-12-31	$11,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$965
Other income received	2010-12-31	$137,919
Net income (gross income less expenses)	2010-12-31	$187,813
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,488,695
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,300,882
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$28,323
Total contributions received or receivable from employer(s)	2010-12-31	$39,859

Form 5500 Responses for WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN

2019: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT 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: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2014: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WALLACE, SCHWARTZ & COMPANY L.L.P.
Employer identification number (EIN):	752058196
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants