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401k Sponsoring company profile

RICHARD SCHWARTZBARD, LLC has sponsored the creation of one or more 401k plans.

Company Name:RICHARD SCHWARTZBARD, LLC
Employer identification number (EIN):271713222
NAIC Classification:523900

The following addresses have been detected on the 401k submissions:

USA Location Address
7700 OLD GEORGETOWN ROAD #630
BETHESDA
MD
20814
Date first seen: 2008-01-01
Date last seen: 2024-08-31
USA Location Address
P.O. BOX 724
KETCHUM
ID
83340
Date first seen: 2008-01-01
Date last seen: 2024-09-30

RICHARD SCHWARTZBARD, LLC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
002RICHARD SCHWARTZBARD, LLC CASH BALANCE PLAN2020-05-01 2020-05-01
001RICHARD SCHWARTZBARD, LLC 401(K) PLAN2020-05-01 2020-05-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2023-04-11Employer Contributions $ 35,000
2023-04-11Employee Contributions $ 35,000
2023-03-13Employer Contributions $ 250,000
2023-03-13Employee Contributions $ 250,000
2022-03-10Employer Contributions $ 220,000
2022-03-10Employee Contributions $ 220,000

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