Dione Schwartz Inc. Retirement Plan — Form 5500 plan (Dione Schwartz Inc.)
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, Dione Schwartz Inc. Retirement Plan is a benefit plan reported by Dione Schwartz Inc. under EIN 47-5650200 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $881,220 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dione Schwartz Inc.
- EIN
- 47-5650200
- Plan number
- 001
- Plan type
- 2
- Location
- Marana, AZ
- Latest filing year
- 2023
- Participants
- 10
- End-of-year plan assets
- $881,220
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20240717093514NAL0002263747001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $881,220
- Net assets (EOY)
- $881,220
- Net assets (BOY)
- $1,173,275
Income & contributions
- Total income / additions
- -$292,055
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$292,055
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.