SCOTT AND SHUMAN, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCOTT & SHUMAN, P.A. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for SCOTT & SHUMAN, P.A. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: SCOTT & SHUMAN, P.A. 401(K) PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 13 |
| Number of participants with account balances | 2023-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: SCOTT & SHUMAN, P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 13 |
| Number of participants with account balances | 2022-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: SCOTT & SHUMAN, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
| Total of all active and inactive participants | 2021-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 11 |
| Number of participants with account balances | 2021-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
| 2020: SCOTT & SHUMAN, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 11 |
| Number of participants with account balances | 2020-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: SCOTT & SHUMAN, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 11 |
| Number of participants with account balances | 2019-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: SCOTT & SHUMAN, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 12 |
| Number of participants with account balances | 2018-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : SCOTT & SHUMAN, P.A. 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $375,945 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $162,879 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $142,590 |
| Total plan assets at end of year | 2023-12-31 | $2,000,665 |
| Total plan assets at beginning of year | 2023-12-31 | $1,787,599 |
| Value of fidelity bond covering the plan | 2023-12-31 | $100,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $85,777 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $85,483 |
| Other income received | 2023-12-31 | $178,296 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $213,066 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,000,665 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,787,599 |
| Assets. Value of participant loans | 2023-12-31 | $56,189 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $26,389 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $20,289 |
| 2022 : SCOTT & SHUMAN, P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-240,057 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $83,477 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $58,317 |
| Total plan assets at end of year | 2022-12-31 | $1,787,599 |
| Total plan assets at beginning of year | 2022-12-31 | $2,111,133 |
| Value of fidelity bond covering the plan | 2022-12-31 | $100,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $80,186 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-344,882 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-323,534 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,787,599 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,111,133 |
| Assets. Value of participant loans | 2022-12-31 | $22,909 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $24,639 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $25,160 |
| 2021 : SCOTT & SHUMAN, P.A. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $389,190 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $26,314 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $384 |
| Total plan assets at end of year | 2021-12-31 | $2,111,133 |
| Total plan assets at beginning of year | 2021-12-31 | $1,748,257 |
| Value of fidelity bond covering the plan | 2021-12-31 | $100,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $90,415 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $271,601 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $362,876 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,111,133 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,748,257 |
| Assets. Value of participant loans | 2021-12-31 | $24,481 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $27,174 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $25,930 |
| 2020 : SCOTT & SHUMAN, P.A. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $165,420 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $162,701 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $139,997 |
| Total plan assets at end of year | 2020-12-31 | $1,748,257 |
| Total plan assets at beginning of year | 2020-12-31 | $1,745,538 |
| Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $81,101 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $58,846 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $2,719 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,748,257 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,745,538 |
| Assets. Value of participant loans | 2020-12-31 | $9,093 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $25,473 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $22,704 |
| 2019 : SCOTT & SHUMAN, P.A. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $391,185 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $29,579 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $8,021 |
| Total plan assets at end of year | 2019-12-31 | $1,745,538 |
| Total plan assets at beginning of year | 2019-12-31 | $1,383,932 |
| Value of fidelity bond covering the plan | 2019-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $82,090 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $20,297 |
| Other income received | 2019-12-31 | $263,151 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $361,606 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,745,538 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,383,932 |
| Assets. Value of participant loans | 2019-12-31 | $31,047 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $25,647 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $21,558 |
| 2018 : SCOTT & SHUMAN, P.A. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $116,925 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $13,128 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $1,383,932 |
| Total plan assets at beginning of year | 2018-12-31 | $1,280,135 |
| Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $51,883 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $71,403 |
| Other income received | 2018-12-31 | $-6,361 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $103,797 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,383,932 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,280,135 |
| Assets. Value of participant loans | 2018-12-31 | $33,608 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $13,128 |
