Retirement plan

STUART E. SCHWARTZ 401(K) PROFIT SHARING PLAN & TRUST

Name: STUART E. SCHWARTZ - STUART E. SCHWARTZ 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: STUART E. SCHWARTZ
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STUART E. SCHWARTZ 401(K) PROFIT SHARING PLAN & TRUST, STUART E. SCHWARTZ

STUART E. SCHWARTZEIN 87-3877125Plan #001PY 2024

1650 WEST DIVISION UNIT A - CHICAGO, IL 60622773-633-0897

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$307K

+70.0% from 2023

Total participants

0.0% from 2023

Average account balance

$306,563

+70.0% from 2023

Annual return

40.35%

+35.37 pp from 2023

Benchmarks

See 37,087 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort37,087 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$307K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$307K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$53K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+40.35%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$306,563

$201,372+52.2%

$184,260+66.4%

$145,884+110.1%

Participation rate

100.0%

87.5%+12.5pp

86.8%+13.2pp

80.3%+19.7pp

Annual return

40.35%

29.04%+11.3pp

28.84%+11.5pp

551.85%-511.5pp

Employer contribution / active EE

$22,900

$7,024+226.0%

$6,427+256.3%

$4,662+391.2%

Participant deferral / active EE

$30,500

$9,808+211.0%

$9,133+234.0%

$6,690+355.9%

Admin fee / account holder

$16,362-100.0%

$13,898-100.0%

$13,392-100.0%

STUART E. SCHWARTZ 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STUART E. SCHWARTZ 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion