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| Plan Name | ROBERT P. SCHUMANN, INC. 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | ROBERT P. SCHUMANN, INC. |
| Employer identification number (EIN): | 232071541 |
| NAIC Classification: | 561490 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-08-01 | DOUGLAS P. LASHLEY | 2024-04-17 | ||
| 001 | 2021-08-01 | ||||
| 001 | 2020-08-01 | DOUGLAS P. LASHLEY | 2021-12-25 | DOUGLAS P. LASHLEY | 2021-12-25 |
| 001 | 2019-08-01 | DOUGLAS P. LASHLEY | 2021-01-29 | DOUGLAS P. LASHLEY | 2021-01-29 |
| 001 | 2018-08-01 | DOUGLAS P. LASHLEY | 2020-05-08 | DOUGLAS P. LASHLEY | 2020-05-08 |
| 001 | 2017-08-01 | DOUGLAS P. LASHLEY | 2019-01-11 | DOUGLAS P. LASHLEY | 2019-01-11 |
| 001 | 2016-08-01 | DOUGLAS P. LASHLEY | 2017-12-30 | DOUGLAS P. LASHLEY | 2017-12-30 |
| 001 | 2015-08-01 | DOUGLAS P. LASHLEY | 2017-02-21 | DOUGLAS P. LASHLEY | 2017-02-21 |
| 001 | 2014-08-01 | DOUGLAS P. LASHLEY | 2016-01-09 | ||
| 001 | 2013-08-01 | DOUGLAS P. LASHLEY | 2015-02-02 | ||
| 001 | 2012-08-01 | DOUGLAS P. LASHLEY | 2013-12-06 | ||
| 001 | 2011-08-01 | DOUGLAS P. LASHLEY | 2013-01-27 | ||
| 001 | 2010-08-01 | DOUGLAS LASHLEY | 2011-12-28 | ||
| 001 | 2009-08-01 | DOUG LASHLEY |
| Measure | Date | Value |
|---|---|---|
| 2009: ROBERT P. SCHUMANN, INC. 401(K) PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-08-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 3 |
| Number of retired or separated participants receiving benefits | 2009-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 0 |
| Total of all active and inactive participants | 2009-08-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-08-01 | 0 |
| Total participants | 2009-08-01 | 3 |
| Number of participants with account balances | 2009-08-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-08-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2009 : ROBERT P. SCHUMANN, INC. 401(K) PLAN 2009 401k financial data | ||
| Total income from all sources | 2009-07-31 | $60,281 |
| Total plan assets at end of year | 2009-07-31 | $460,627 |
| Total plan assets at beginning of year | 2009-07-31 | $400,346 |
| Value of fidelity bond covering the plan | 2009-07-31 | $200,000 |
| Total contributions received or receivable from participants | 2009-07-31 | $37,039 |
| Other income received | 2009-07-31 | $-53,039 |
| Net income (gross income less expenses) | 2009-07-31 | $60,281 |
| Net plan assets at end of year (total assets less liabilities) | 2009-07-31 | $460,627 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-07-31 | $400,346 |
| Total contributions received or receivable from employer(s) | 2009-07-31 | $76,281 |
| 2009: ROBERT P. SCHUMANN, INC. 401(K) PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-08-01 | Type of plan entity | Single employer plan |
| 2009-08-01 | Submission has been amended | No |
| 2009-08-01 | This submission is the final filing | No |
| 2009-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-08-01 | Plan is a collectively bargained plan | No |
| 2009-08-01 | Plan funding arrangement – Trust | Yes |
| 2009-08-01 | Plan benefit arrangement - Trust | Yes |
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