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A. J. SCHRYER FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameA. J. SCHRYER FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN
Plan identification number 001

A. J. SCHRYER FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

A. J. SCHRYER FINANCIAL SERVICES has sponsored the creation of one or more 401k plans.

Company Name:A. J. SCHRYER FINANCIAL SERVICES
Employer identification number (EIN):331027852
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A. J. SCHRYER FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01ALAN J. SCHRYER2021-03-10 ALAN J. SCHRYER2021-03-10
0012019-01-01ALAN J. SCHRYER2020-06-15 ALAN J. SCHRYER2020-06-15
0012018-01-01ALAN J. SCHRYER2019-09-24 ALAN J. SCHRYER2019-09-24
0012017-01-01ALAN J. SCHRYER2018-10-01 ALAN J. SCHRYER2018-10-01
0012016-01-01ALAN J. SCHRYER2017-10-16 ALAN J. SCHRYER2017-10-16
0012015-01-01ALAN J. SCHRYER2016-10-12 ALAN J. SCHRYER2016-10-12
0012014-01-01ALAN J. SCHRYER2015-10-15 ALAN J. SCHRYER2015-10-15
0012013-01-01ALAN J. SCHRYER2014-10-03 ALAN J. SCHRYER2014-10-03
0012012-01-01ALAN SCHRYER ALAN SCHRYER2013-06-21
0012011-01-01ALAN SCHRYER ALAN SCHRYER2012-10-09
0012009-01-01ALAN SCHRYER ALAN SCHRYER2010-10-13

Plan Statistics for A. J. SCHRYER FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for A. J. SCHRYER FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN

Measure Date Value
2019: A. J. SCHRYER FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31874,028
Acturial value of plan assets2019-12-31874,028
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-31512,247
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-31512,247
Total participant count2019-12-312
Total funding target for all participants2019-12-31512,247
Balance at beginning of prior year after applicable adjustments2019-12-31742
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31742
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31700
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: A. J. SCHRYER FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31645,303
Acturial value of plan assets2018-12-31645,303
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-31472,221
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-31472,221
Total participant count2018-12-312
Total funding target for all participants2018-12-31472,221
Balance at beginning of prior year after applicable adjustments2018-12-31661
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31661
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31742
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: A. J. SCHRYER FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31683,589
Acturial value of plan assets2017-12-31683,589
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31424,433
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-31424,433
Total participant count2017-12-312
Total funding target for all participants2017-12-31424,433
Balance at beginning of prior year after applicable adjustments2017-12-31617
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31617
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31661
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: A. J. SCHRYER FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31608,714
Acturial value of plan assets2016-12-31608,714
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-31389,590
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-31389,590
Total participant count2016-12-313
Total funding target for all participants2016-12-31389,590
Balance at beginning of prior year after applicable adjustments2016-12-31610
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31610
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31617
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2012: A. J. SCHRYER FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN 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
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: A. J. SCHRYER FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN 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
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: A. J. SCHRYER FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN 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
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on A. J. SCHRYER FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN

Measure Date Value
2012 : A. J. SCHRYER FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$111,359
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$496,943
Total plan assets at beginning of year2012-12-31$385,584
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$-641
Net income (gross income less expenses)2012-12-31$111,359
Net plan assets at end of year (total assets less liabilities)2012-12-31$496,943
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$385,584
Total contributions received or receivable from employer(s)2012-12-31$112,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : A. J. SCHRYER FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$24,789
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$385,584
Total plan assets at beginning of year2011-12-31$360,795
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-511
Net income (gross income less expenses)2011-12-31$24,789
Net plan assets at end of year (total assets less liabilities)2011-12-31$385,584
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$360,795
Total contributions received or receivable from employer(s)2011-12-31$25,300
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : A. J. SCHRYER FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$7,365
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$360,795
Total plan assets at beginning of year2010-12-31$353,430
Total contributions received or receivable from participants2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$7,365
Net income (gross income less expenses)2010-12-31$7,365
Net plan assets at end of year (total assets less liabilities)2010-12-31$360,795
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$353,430
Total contributions received or receivable from employer(s)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for A. J. SCHRYER FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN

2012: A. J. SCHRYER FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: A. J. SCHRYER FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: A. J. SCHRYER FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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