Frederick Swartz & Co., Pc 401(K) Profit Sharing Plan — Form 5500 plan (Frederick Swartz & Co., Pc)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Frederick Swartz & Co., Pc 401(K) Profit Sharing Plan is a benefit plan reported by Frederick Swartz & Co., Pc under EIN 42-1384348 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $1,202,698 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frederick Swartz & Co., Pc
- EIN
- 42-1384348
- Plan number
- 001
- Plan type
- 2
- Location
- Fairfield, IA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $1,202,698
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240930140200NAL0009517008001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,202,698
- Net assets (EOY)
- $1,202,698
- Net assets (BOY)
- $992,749
Income & contributions
- Employer contributions
- $3,895
- Participant contributions
- $62,935
- Total income / additions
- $228,777
Expenses & distributions
- Benefits paid
- $18,641
- Total expenses
- $18,828
- Net increase / (decrease)
- $209,949
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.