SCHWARTZ & SCHWARTZ PA 401(K) PROFIT SHARING PLAN & TRUST

[ EIN: 01-0482209 | Plan No. 001 ]

According to Department of Labor Form 5500 data, SCHWARTZ & SCHWARTZ PA sponsors SCHWARTZ & SCHWARTZ PA 401(K) PROFIT SHARING PLAN & TRUST, categorized as a 401(k) plan. The filing shows 5 participants and total assets of $567,754 for the plan year 2024.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

Plan Sponsor: SCHWARTZ & SCHWARTZ PA

Location: 482 CONGRESS ST, PORTLAND, ME 04101

EIN: 010482209

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 5

Total Assets: $567,754