2023 Form 5500 filing — Samuel C. Schwartz, M.D., F.A.A.P., S.C. Cash Or Deferred Profit Sharing Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240711081730NAL0010195571001) for Samuel C. Schwartz, M.D., F.A.A.P., S.C. Cash Or Deferred Profit Sharing Plan And Trust, reported by Schwartz Pediatrics S.C. under EIN 36-3305029 and plan number 001. It reports 26 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240711081730NAL0010195571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schwartz Pediatrics S.C.
- EIN
- 36-3305029
- Plan number
- 001
- Location
- Bartlett, IL
- Participants
- 26
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,359,648
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,359,648
- Employer contributions
- $107,844
- Participant contributions
- $26,090
- Total income / additions
- $916,685
- Benefits paid
- $95,418
- Administrative expenses
- $2,770
- Total expenses
- $98,188
- Net increase / (decrease)
- $818,497
- Schedule source
- Schedule I