Schwart Financial Services, Inc. at 6540 SW 10th Ave, Topeka, Ks 66615 lists Donald G. Schwart of Topeka, KS.
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Donald G. Schwart
Registered Agent
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6540 SW 10TH AVE, TOPEKA, KS 66615
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6540 SW 10TH AVE, TOPEKA, KS 66615
(Mailing)
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSCHWART FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 0 Assets BOY/EOY$524,017 / $0 | 2023 | SCHWART FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 0 | $524,017 / $0 |
| 2023 | Plan NameSCHWART FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY3 / 0 Assets BOY/EOY$746,139 / $0 | 2023 | SCHWART FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN - Plan #002 | 3 / 0 | $746,139 / $0 |
| 2022 | Plan NameSCHWART FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$937,121 / $746,139 | 2022 | SCHWART FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN - Plan #002 | 3 / 3 | $937,121 / $746,139 |
| 2022 | Plan NameSCHWART FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$549,612 / $524,017 | 2022 | SCHWART FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $549,612 / $524,017 |
| 2021 | Plan NameSCHWART FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$874,488 / $937,121 | 2021 | SCHWART FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN - Plan #002 | 3 / 3 | $874,488 / $937,121 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/08/2020 | Approved$50,200 Forgiven$50,639 LenderCoreFirst Bank & Trust Jobs3 | 04/08/2020 | $50,200 | $50,639 | CoreFirst Bank & Trust | 3 |
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