Samuel C. Schwartz, M.D., F.A.A.P., S.C. Cash Or Deferred Profit Sharing Plan And Trust — Form 5500 plan (Schwartz Pediatrics S.C.)
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, Samuel C. Schwartz, M.D., F.A.A.P., S.C. Cash Or Deferred Profit Sharing Plan And Trust is a benefit plan reported by Schwartz Pediatrics S.C. under EIN 36-3305029 and plan number 001. The latest loaded filing year is 2023. The filing reports 26 participants and $4,359,648 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schwartz Pediatrics S.C.
- EIN
- 36-3305029
- Plan number
- 001
- Plan type
- 2
- Location
- Bartlett, IL
- Latest filing year
- 2023
- Participants
- 26
- End-of-year plan assets
- $4,359,648
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26 | I | 20240711081730NAL0010195571001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,359,648
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,359,648
- Net assets (BOY)
- $3,541,151
Income & contributions
- Employer contributions
- $107,844
- Participant contributions
- $26,090
- Total income / additions
- $916,685
Expenses & distributions
- Benefits paid
- $95,418
- Administrative expenses
- $2,770
- Total expenses
- $98,188
- Net increase / (decrease)
- $818,497
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.