P 401(k) Plan Report

Stable plan record

WENDY H SCHWARTZ & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by WENDY H SCHWARTZ & ASSOCIATES · EIN/PN 201572068-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$0
Administrative cost per participant
2025
$295
Active participants
2025
5
Total plan assets
2025
$209,142
Participant loans as a share of assets
2025
6.8%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260626120927NAL00096812490015$0
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.