Form 5500 · Retirement plan · NEW YORK, NY
SAM SCHWARTZ ENGINEERING, DPC
The filing calls this plan SAM SCHWARTZ ENGINEERING, DPC 401(K).
SAM SCHWARTZ ENGINEERING, DPC of NEW YORK, NY files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by EMPOWER LIFE & ANNUITY INSURANCE COMPANY OF NEW YORK. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-1885050 · plan 001 · plan year 2023, filed Jan 31, 2025
Plan brief
Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles, all with EMPOWER LIFE & ANNUITY INSURANCE COMPANY OF NEW YORK.
The filing discloses no agent commission on these contracts.
A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.
The contract year ended in June.
Schedule A insurance contracts
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE COMPANY OF NEW YORK | Annuity / GIC | 0 | June | $175 | $0 |
| EMPOWER LIFE & ANNUITY INSURANCE COMPANY OF NEW YORK | Annuity / GIC | 0 | June | — | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
From Schedule H of this filing.
This plan filed under the Department of Labor's voluntary program for late filings.
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