401k Plan data: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN plan

JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN P SCHMIDT MD SC PROFIT SHARING PLAN
Plan identification number	002

JOHN P SCHMIDT MD SC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JOHN P SCHMIDT MD SC has sponsored the creation of one or more 401k plans.

Company Name: JOHN P SCHMIDT MD SC

Employer identification number (EIN): 391305239

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN P SCHMIDT MD SC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-08-01
002 2022-08-01
002 2021-08-01
002 2021-08-01
002 2020-08-01
002 2019-08-01
002 2014-08-01 JOHN P SCHMIDT MD
002 2013-08-01 JOHN P SCHMIDT MD
002 2012-08-01 JOHN P SCHMIDT MD
002 2011-08-01 JOHN P SCHMIDT MD
002 2010-08-01 JOHN P SCHMIDT MD
002 2009-08-01 JOHN P SCHMIDT MD

Plan Statistics for JOHN P SCHMIDT MD SC PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN P SCHMIDT MD SC PROFIT SHARING PLAN

Measure Date Value
2023: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-08-01 1
Total number of active participants reported on line 7a of the Form 5500 2023-08-01 1
Total of all active and inactive participants 2023-08-01 1
Total participants 2023-08-01 1
Number of participants with account balances 2023-08-01 1
2022: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-08-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-08-01 1
Total of all active and inactive participants 2022-08-01 1
Total participants 2022-08-01 1
Number of participants with account balances 2022-08-01 1
2021: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-08-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-08-01 1
Total of all active and inactive participants 2021-08-01 1
Total participants 2021-08-01 1
Number of participants with account balances 2021-08-01 1
2020: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-08-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-08-01 1
Total of all active and inactive participants 2020-08-01 1
Total participants 2020-08-01 1
Number of participants with account balances 2020-08-01 1
2019: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-08-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-08-01 1
Total of all active and inactive participants 2019-08-01 1
Total participants 2019-08-01 1
Number of participants with account balances 2019-08-01 1
2014: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-08-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-08-01 1
Total of all active and inactive participants 2014-08-01 1
Total participants 2014-08-01 1
Number of participants with account balances 2014-08-01 1
2013: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-08-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-08-01 1
Total of all active and inactive participants 2013-08-01 1
Total participants 2013-08-01 1
Number of participants with account balances 2013-08-01 1
2012: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-08-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 1
Total of all active and inactive participants 2012-08-01 1
Total participants 2012-08-01 1
Number of participants with account balances 2012-08-01 1
2011: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-08-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 1
Total of all active and inactive participants 2011-08-01 1
Total participants 2011-08-01 1
Number of participants with account balances 2011-08-01 1
2010: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-08-01 1
Total number of active participants reported on line 7a of the Form 5500 2010-08-01 1
Total of all active and inactive participants 2010-08-01 1
Total participants 2010-08-01 1
Number of participants with account balances 2010-08-01 1
2009: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 1
Total of all active and inactive participants 2009-08-01 1
Total participants 2009-08-01 1
Number of participants with account balances 2009-08-01 1

Measure	Date	Value
2023: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-08-01	1
Total number of active participants reported on line 7a of the Form 5500	2023-08-01	1
Total of all active and inactive participants	2023-08-01	1
Total participants	2023-08-01	1
Number of participants with account balances	2023-08-01	1
2022: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-08-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-08-01	1
Total of all active and inactive participants	2022-08-01	1
Total participants	2022-08-01	1
Number of participants with account balances	2022-08-01	1
2021: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-08-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-08-01	1
Total of all active and inactive participants	2021-08-01	1
Total participants	2021-08-01	1
Number of participants with account balances	2021-08-01	1
2020: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-08-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-08-01	1
Total of all active and inactive participants	2020-08-01	1
Total participants	2020-08-01	1
Number of participants with account balances	2020-08-01	1
2019: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-08-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-08-01	1
Total of all active and inactive participants	2019-08-01	1
Total participants	2019-08-01	1
Number of participants with account balances	2019-08-01	1
2014: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-08-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-08-01	1
Total of all active and inactive participants	2014-08-01	1
Total participants	2014-08-01	1
Number of participants with account balances	2014-08-01	1
2013: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-08-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-08-01	1
Total of all active and inactive participants	2013-08-01	1
Total participants	2013-08-01	1
Number of participants with account balances	2013-08-01	1
2012: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-08-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	1
Total of all active and inactive participants	2012-08-01	1
Total participants	2012-08-01	1
Number of participants with account balances	2012-08-01	1
2011: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-08-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	1
Total of all active and inactive participants	2011-08-01	1
Total participants	2011-08-01	1
Number of participants with account balances	2011-08-01	1
2010: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-08-01	1
Total number of active participants reported on line 7a of the Form 5500	2010-08-01	1
Total of all active and inactive participants	2010-08-01	1
Total participants	2010-08-01	1
Number of participants with account balances	2010-08-01	1
2009: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	1
Total of all active and inactive participants	2009-08-01	1
Total participants	2009-08-01	1
Number of participants with account balances	2009-08-01	1

Financial Data on JOHN P SCHMIDT MD SC PROFIT SHARING PLAN

Measure	Date	Value
2024 : JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2024 401k financial data
Total income from all sources	2024-07-31	$429,603
Expenses. Total of all expenses incurred	2024-07-31	$203,758
Benefits paid (including direct rollovers)	2024-07-31	$183,758
Total plan assets at end of year	2024-07-31	$3,331,804
Total plan assets at beginning of year	2024-07-31	$3,105,959
Expenses. Other expenses not covered elsewhere	2024-07-31	$20,000
Other income received	2024-07-31	$429,603
Net income (gross income less expenses)	2024-07-31	$225,845
Net plan assets at end of year (total assets less liabilities)	2024-07-31	$3,331,804
Net plan assets at beginning of year (total assets less liabilities)	2024-07-31	$3,105,959
2023 : JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-07-31	$160,532
Expenses. Total of all expenses incurred	2023-07-31	$188,422
Benefits paid (including direct rollovers)	2023-07-31	$172,900
Total plan assets at end of year	2023-07-31	$3,105,959
Total plan assets at beginning of year	2023-07-31	$3,133,849
Other income received	2023-07-31	$160,532
Net income (gross income less expenses)	2023-07-31	$-27,890
Net plan assets at end of year (total assets less liabilities)	2023-07-31	$3,105,959
Net plan assets at beginning of year (total assets less liabilities)	2023-07-31	$3,133,849
Expenses. Administrative service providers (salaries,fees and commissions)	2023-07-31	$15,522
2022 : JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-07-31	$-186,917
Expenses. Total of all expenses incurred	2022-07-31	$220,531
Benefits paid (including direct rollovers)	2022-07-31	$188,156
Total plan assets at end of year	2022-07-31	$3,133,849
Total plan assets at beginning of year	2022-07-31	$3,541,297
Other income received	2022-07-31	$-186,917
Net income (gross income less expenses)	2022-07-31	$-407,448
Net plan assets at end of year (total assets less liabilities)	2022-07-31	$3,133,849
Net plan assets at beginning of year (total assets less liabilities)	2022-07-31	$3,541,297
Expenses. Administrative service providers (salaries,fees and commissions)	2022-07-31	$32,375
Funding deficiency by the employer to the plan for this plan year	2022-07-31	$0
Minimum employer required contribution for this plan year	2022-07-31	$0
Amount contributed by the employer to the plan for this plan year	2022-07-31	$0
2021 : JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-07-31	$562,678
Expenses. Total of all expenses incurred	2021-07-31	$179,714
Benefits paid (including direct rollovers)	2021-07-31	$159,714
Total plan assets at end of year	2021-07-31	$3,541,297
Total plan assets at beginning of year	2021-07-31	$3,158,333
Other income received	2021-07-31	$562,678
Net income (gross income less expenses)	2021-07-31	$382,964
Net plan assets at end of year (total assets less liabilities)	2021-07-31	$3,541,297
Net plan assets at beginning of year (total assets less liabilities)	2021-07-31	$3,158,333
Expenses. Administrative service providers (salaries,fees and commissions)	2021-07-31	$20,000
2020 : JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-07-31	$235,390
Expenses. Total of all expenses incurred	2020-07-31	$180,025
Benefits paid (including direct rollovers)	2020-07-31	$160,025
Total plan assets at end of year	2020-07-31	$3,158,333
Total plan assets at beginning of year	2020-07-31	$3,102,968
Other income received	2020-07-31	$235,390
Net income (gross income less expenses)	2020-07-31	$55,365
Net plan assets at end of year (total assets less liabilities)	2020-07-31	$3,158,333
Net plan assets at beginning of year (total assets less liabilities)	2020-07-31	$3,102,968
Expenses. Administrative service providers (salaries,fees and commissions)	2020-07-31	$20,000
2015 : JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-07-31	$163,208
Expenses. Total of all expenses incurred	2015-07-31	$142,574
Benefits paid (including direct rollovers)	2015-07-31	$122,574
Total plan assets at end of year	2015-07-31	$3,062,308
Total plan assets at beginning of year	2015-07-31	$3,041,674
Expenses. Other expenses not covered elsewhere	2015-07-31	$20,000
Other income received	2015-07-31	$163,208
Net income (gross income less expenses)	2015-07-31	$20,634
Net plan assets at end of year (total assets less liabilities)	2015-07-31	$3,062,308
Net plan assets at beginning of year (total assets less liabilities)	2015-07-31	$3,041,674
2014 : JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-07-31	$276,583
Expenses. Total of all expenses incurred	2014-07-31	$117,016
Benefits paid (including direct rollovers)	2014-07-31	$99,016
Total plan assets at end of year	2014-07-31	$3,041,674
Total plan assets at beginning of year	2014-07-31	$2,882,107
Expenses. Other expenses not covered elsewhere	2014-07-31	$18,000
Other income received	2014-07-31	$276,583
Net income (gross income less expenses)	2014-07-31	$159,567
Net plan assets at end of year (total assets less liabilities)	2014-07-31	$3,041,674
Net plan assets at beginning of year (total assets less liabilities)	2014-07-31	$2,882,107
2013 : JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-07-31	$408,506
Expenses. Total of all expenses incurred	2013-07-31	$121,405
Benefits paid (including direct rollovers)	2013-07-31	$103,385
Total plan assets at end of year	2013-07-31	$2,882,107
Total plan assets at beginning of year	2013-07-31	$2,595,005
Expenses. Other expenses not covered elsewhere	2013-07-31	$18,020
Contributions received from other sources (not participants or employers)	2013-07-31	$105,773
Other income received	2013-07-31	$302,733
Net income (gross income less expenses)	2013-07-31	$287,101
Net plan assets at end of year (total assets less liabilities)	2013-07-31	$2,882,107
Net plan assets at beginning of year (total assets less liabilities)	2013-07-31	$2,595,005
2012 : JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-07-31	$101,900
Expenses. Total of all expenses incurred	2012-07-31	$105,000
Benefits paid (including direct rollovers)	2012-07-31	$87,000
Total plan assets at end of year	2012-07-31	$2,595,005
Total plan assets at beginning of year	2012-07-31	$2,598,105
Expenses. Other expenses not covered elsewhere	2012-07-31	$18,000
Other income received	2012-07-31	$101,900
Net income (gross income less expenses)	2012-07-31	$-3,100
Net plan assets at end of year (total assets less liabilities)	2012-07-31	$2,595,005
Net plan assets at beginning of year (total assets less liabilities)	2012-07-31	$2,598,105
2011 : JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-07-31	$234,355
Expenses. Total of all expenses incurred	2011-07-31	$116,470
Benefits paid (including direct rollovers)	2011-07-31	$98,470
Total plan assets at end of year	2011-07-31	$2,598,105
Total plan assets at beginning of year	2011-07-31	$2,480,220
Expenses. Other expenses not covered elsewhere	2011-07-31	$18,000
Other income received	2011-07-31	$234,355
Net income (gross income less expenses)	2011-07-31	$117,885
Net plan assets at end of year (total assets less liabilities)	2011-07-31	$2,598,105
Net plan assets at beginning of year (total assets less liabilities)	2011-07-31	$2,480,220

Form 5500 Responses for JOHN P SCHMIDT MD SC PROFIT SHARING PLAN

2023: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2023 form 5500 responses
2023-08-01	Type of plan entity	Single employer plan
2023-08-01	Plan funding arrangement – Trust	Yes
2023-08-01	Plan benefit arrangement - Trust	Yes
2022: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2022 form 5500 responses
2022-08-01	Type of plan entity	Single employer plan
2022-08-01	Plan funding arrangement – Trust	Yes
2022-08-01	Plan benefit arrangement - Trust	Yes
2021: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2021 form 5500 responses
2021-08-01	Type of plan entity	Single employer plan
2021-08-01	Plan funding arrangement – Trust	Yes
2021-08-01	Plan benefit arrangement - Trust	Yes
2020: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2020 form 5500 responses
2020-08-01	Type of plan entity	Single employer plan
2020-08-01	Plan funding arrangement – Trust	Yes
2020-08-01	Plan benefit arrangement - Trust	Yes
2019: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2019 form 5500 responses
2019-08-01	Type of plan entity	Single employer plan
2019-08-01	Plan funding arrangement – Trust	Yes
2019-08-01	Plan benefit arrangement - Trust	Yes
2014: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2014 form 5500 responses
2014-08-01	Type of plan entity	Single employer plan
2014-08-01	Plan funding arrangement – Trust	Yes
2014-08-01	Plan benefit arrangement - Trust	Yes
2013: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2013 form 5500 responses
2013-08-01	Type of plan entity	Single employer plan
2013-08-01	Plan funding arrangement – Trust	Yes
2013-08-01	Plan benefit arrangement - Trust	Yes
2012: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Plan funding arrangement – Trust	Yes
2012-08-01	Plan benefit arrangement - Trust	Yes
2011: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Plan funding arrangement – Trust	Yes
2011-08-01	Plan benefit arrangement - Trust	Yes
2010: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2010 form 5500 responses
2010-08-01	Type of plan entity	Single employer plan
2010-08-01	Plan funding arrangement – Trust	Yes
2010-08-01	Plan benefit arrangement - Trust	Yes
2009: JOHN P SCHMIDT MD SC PROFIT SHARING PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	Plan funding arrangement – Trust	Yes
2009-08-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN P SCHMIDT MD SC
Employer identification number (EIN):	391305239
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)