Michael J Schwartz Cpa PC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Michael J Schwartz Cpa PC
  • Sponsor EIN: 461539797
  • Sponsor Address: 30800 TELEGRAPH RD., STE 1775, BINGHAM FARMS, MI, 48025
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $1.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$1.2M$32,500$30,500
20232$1.0M$32,000$30,000
20222$852,084$33,283$27,283

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