Jay L. Schwartz, D.O., P.C.

Form 5500

JAY L. SCHWARTZ, D.O., P.C.

8416 East Shea Blvd. Suite C-101, Scottsdale, Az 85260 (480) 483-3937 EIN:86-0884211 Plan Admin:Jay L Schwartz

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameJAY L. SCHWARTZ, D.O., P.C. CASH BALANCE PLAN Plan #002 Participants BOY/EOY42 / 44 Assets BOY/EOY$3,229,634 / $3,426,618	2022	JAY L. SCHWARTZ, D.O., P.C. CASH BALANCE PLAN - Plan #002	42 / 44	$3,229,634 / $3,426,618
2022	Plan NameJAY L. SCHWARTZ, D.O., P.C. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY37 / 38 Assets BOY/EOY$3,404,288 / $3,117,766	2022	JAY L. SCHWARTZ, D.O., P.C. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	37 / 38	$3,404,288 / $3,117,766
2021	Plan NameJAY L. SCHWARTZ, D.O., P.C. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY33 / 33 Assets BOY/EOY$2,760,651 / $3,404,288	2021	JAY L. SCHWARTZ, D.O., P.C. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	33 / 33	$2,760,651 / $3,404,288
2021	Plan NameJAY L. SCHWARTZ, D.O., P.C. CASH BALANCE PLAN Plan #002 Participants BOY/EOY34 / 37 Assets BOY/EOY$2,469,872 / $3,229,634	2021	JAY L. SCHWARTZ, D.O., P.C. CASH BALANCE PLAN - Plan #002	34 / 37	$2,469,872 / $3,229,634
2020	Plan NameJAY L. SCHWARTZ, D.O., P.C. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY43 / 31 Assets BOY/EOY$2,308,614 / $2,760,651	2020	JAY L. SCHWARTZ, D.O., P.C. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	43 / 31	$2,308,614 / $2,760,651
2020	Plan NameJAY L. SCHWARTZ, D.O., P.C. CASH BALANCE PLAN Plan #002 Participants BOY/EOY33 / 31 Assets BOY/EOY$1,790,022 / $2,469,872	2020	JAY L. SCHWARTZ, D.O., P.C. CASH BALANCE PLAN - Plan #002	33 / 31	$1,790,022 / $2,469,872
2019	Plan NameJAY L. SCHWARTZ, D.O., P.C. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY37 / 43 Assets BOY/EOY$1,741,678 / $2,308,614	2019	JAY L. SCHWARTZ, D.O., P.C. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	37 / 43	$1,741,678 / $2,308,614
2019	Plan NameJAY L. SCHWARTZ, D.O., P.C. CASH BALANCE PLAN Plan #002 Participants BOY/EOY26 / 33 Assets BOY/EOY$1,258,983 / $1,790,022	2019	JAY L. SCHWARTZ, D.O., P.C. CASH BALANCE PLAN - Plan #002	26 / 33	$1,258,983 / $1,790,022