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| Plan Name | WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN |
| Plan identification number | 007 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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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 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 007 | 2015-01-01 | TRACY WALLACE | TRACY WALLACE | 2016-10-14 |
| Measure | Date | Value |
|---|---|---|
| 2015: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
| Total of all active and inactive participants | 2015-01-01 | 4 |
| Total participants | 2015-01-01 | 4 |
| Number of participants with account balances | 2015-01-01 | 4 |
| Measure | Date | Value |
|---|---|---|
| 2015 : WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2015 401k financial data | ||
| Total plan liabilities at end of year | 2015-12-31 | $269 |
| Total plan liabilities at beginning of year | 2015-12-31 | $12,384 |
| Total income from all sources | 2015-12-31 | $28,842 |
| Total plan assets at end of year | 2015-12-31 | $1,853,368 |
| Total plan assets at beginning of year | 2015-12-31 | $1,836,641 |
| Value of fidelity bond covering the plan | 2015-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $13,200 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $74,862 |
| Other income received | 2015-12-31 | $-38,959 |
| Net income (gross income less expenses) | 2015-12-31 | $28,842 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,853,099 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,824,257 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $1 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $54,601 |
| 2015: WALLACE, SCHWARTZ & COMPANY L.L.P. RETIREMENT PLAN 2015 form 5500 responses | ||
|---|---|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
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