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MARK J. SCHUG PS BASIC 401k Plan overview

Plan NameMARK J. SCHUG PS BASIC
Plan identification number 002

MARK J. SCHUG PS BASIC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

MARK J. SCHUG has sponsored the creation of one or more 401k plans.

Company Name:MARK J. SCHUG
Employer identification number (EIN):161183523
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK J. SCHUG PS BASIC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARK J. SCHUG2018-07-20
0022016-01-01MARK J. SCHUG2017-07-20
0022015-01-01MARK J. SCHUG2016-07-20
0022014-01-01MARK J. SCHUG2015-07-26
0022013-01-01MARK J. SCHUG
0022012-01-01MARK J. SCHUG
0022011-01-01MARK J SCHUG
0022010-01-01MARK J SCHUG
0022009-01-01MARK J SCHUG

Plan Statistics for MARK J. SCHUG PS BASIC

401k plan membership statisitcs for MARK J. SCHUG PS BASIC

Measure Date Value
2013: MARK J. SCHUG PS BASIC 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: MARK J. SCHUG PS BASIC 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: MARK J. SCHUG PS BASIC 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2010: MARK J. SCHUG PS BASIC 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: MARK J. SCHUG PS BASIC 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on MARK J. SCHUG PS BASIC

Measure Date Value
2013 : MARK J. SCHUG PS BASIC 2013 401k financial data
Total income from all sources2013-12-31$213,236
Expenses. Total of all expenses incurred2013-12-31$11,548
Total plan assets at end of year2013-12-31$1,202,831
Total plan assets at beginning of year2013-12-31$1,001,143
Value of fidelity bond covering the plan2013-12-31$150,000
Expenses. Other expenses not covered elsewhere2013-12-31$11,548
Other income received2013-12-31$186,514
Net income (gross income less expenses)2013-12-31$201,688
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,202,831
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,001,143
Total contributions received or receivable from employer(s)2013-12-31$26,722
2012 : MARK J. SCHUG PS BASIC 2012 401k financial data
Transfers to/from the plan2012-12-31$-50,000
Total income from all sources2012-12-31$133,374
Expenses. Total of all expenses incurred2012-12-31$9,184
Benefits paid (including direct rollovers)2012-12-31$1,000
Total plan assets at end of year2012-12-31$1,001,143
Total plan assets at beginning of year2012-12-31$926,953
Value of fidelity bond covering the plan2012-12-31$100,000
Expenses. Other expenses not covered elsewhere2012-12-31$8,184
Other income received2012-12-31$109,700
Net income (gross income less expenses)2012-12-31$124,190
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,001,143
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$926,953
Total contributions received or receivable from employer(s)2012-12-31$23,674
2011 : MARK J. SCHUG PS BASIC 2011 401k financial data
Total income from all sources2011-12-31$2,364
Expenses. Total of all expenses incurred2011-12-31$8,313
Total plan assets at end of year2011-12-31$926,953
Total plan assets at beginning of year2011-12-31$932,902
Value of fidelity bond covering the plan2011-12-31$100,000
Expenses. Other expenses not covered elsewhere2011-12-31$8,313
Other income received2011-12-31$-21,893
Net income (gross income less expenses)2011-12-31$-5,949
Net plan assets at end of year (total assets less liabilities)2011-12-31$926,953
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$932,902
Total contributions received or receivable from employer(s)2011-12-31$24,257
2010 : MARK J. SCHUG PS BASIC 2010 401k financial data
Total income from all sources2010-12-31$131,507
Expenses. Total of all expenses incurred2010-12-31$6,703
Total plan assets at end of year2010-12-31$932,902
Total plan assets at beginning of year2010-12-31$808,098
Value of fidelity bond covering the plan2010-12-31$100,000
Expenses. Other expenses not covered elsewhere2010-12-31$6,703
Other income received2010-12-31$108,806
Net income (gross income less expenses)2010-12-31$124,804
Net plan assets at end of year (total assets less liabilities)2010-12-31$932,902
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$808,098
Total contributions received or receivable from employer(s)2010-12-31$22,701

Form 5500 Responses for MARK J. SCHUG PS BASIC

2013: MARK J. SCHUG PS BASIC 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARK J. SCHUG PS BASIC 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARK J. SCHUG PS BASIC 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MARK J. SCHUG PS BASIC 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MARK J. SCHUG PS BASIC 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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