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IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan NameIVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST
Plan identification number 001

IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST 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

IVAN A. SCHERTZER has sponsored the creation of one or more 401k plans.

Company Name:IVAN A. SCHERTZER
Employer identification number (EIN):592420004
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01IVAN SCHERTZER IVAN SCHERTZER2018-10-14
0012016-01-01 IVAN SCHERTZER2018-10-14
0012015-01-01 IVAN SCHERTZER2018-10-14
0012014-01-01IVAN A. SCHERTZER
0012013-01-01IVAN A. SCHERTZER

Plan Statistics for IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2019: IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
2015: IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST 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
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2019 : IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-10-31$0
Total plan liabilities at end of year2019-10-31$0
Total plan liabilities at beginning of year2019-10-31$0
Total income from all sources2019-10-31$4
Expenses. Total of all expenses incurred2019-10-31$10,216
Benefits paid (including direct rollovers)2019-10-31$10,216
Total plan assets at end of year2019-10-31$0
Total plan assets at beginning of year2019-10-31$10,212
Total contributions received or receivable from participants2019-10-31$0
Expenses. Other expenses not covered elsewhere2019-10-31$0
Contributions received from other sources (not participants or employers)2019-10-31$0
Other income received2019-10-31$4
Noncash contributions received2019-10-31$0
Net income (gross income less expenses)2019-10-31$-10,212
Net plan assets at end of year (total assets less liabilities)2019-10-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-10-31$10,212
Total contributions received or receivable from employer(s)2019-10-31$0
Value of certain deemed distributions of participant loans2019-10-31$0
Value of corrective distributions2019-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-10-31$0
2018 : IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-139,340
Expenses. Total of all expenses incurred2018-12-31$782,057
Benefits paid (including direct rollovers)2018-12-31$782,057
Total plan assets at end of year2018-12-31$10,212
Total plan assets at beginning of year2018-12-31$931,609
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-139,340
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-921,397
Net plan assets at end of year (total assets less liabilities)2018-12-31$10,212
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$931,609
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$402
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$931,609
Total plan assets at beginning of year2017-12-31$931,207
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$402
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$402
Net plan assets at end of year (total assets less liabilities)2017-12-31$931,609
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$931,207
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$-116,031
Expenses. Total of all expenses incurred2016-12-31$676,660
Benefits paid (including direct rollovers)2016-12-31$676,660
Total plan assets at end of year2016-12-31$931,207
Total plan assets at beginning of year2016-12-31$1,723,898
Value of fidelity bond covering the plan2016-12-31$450,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-116,031
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-792,691
Net plan assets at end of year (total assets less liabilities)2016-12-31$931,207
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,723,898
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-654,917
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,723,898
Total plan assets at beginning of year2015-12-31$2,378,815
Value of fidelity bond covering the plan2015-12-31$450,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-654,917
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-654,917
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,723,898
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,378,815
Assets. Value of real-estate (other than employer real property)2015-12-31$450,000
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$-622,406
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$2,378,815
Total plan assets at beginning of year2014-12-31$3,001,221
Assets. Value of tangible personal property2014-12-31$754,662
Total contributions received or receivable from participants2014-12-31$0
Assets. Value of loans (other than to participants)2014-12-31$445,555
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-622,406
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-622,406
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,378,815
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,001,221
Assets. Value of real-estate (other than employer real property)2014-12-31$450,000
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$-618,366
Expenses. Total of all expenses incurred2013-12-31$162,912
Benefits paid (including direct rollovers)2013-12-31$93,000
Total plan assets at end of year2013-12-31$3,001,221
Total plan assets at beginning of year2013-12-31$3,782,499
Assets. Value of tangible personal property2013-12-31$35,457
Total contributions received or receivable from participants2013-12-31$0
Assets. Value of loans (other than to participants)2013-12-31$908,367
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$-618,366
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-781,278
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,001,221
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,782,499
Assets. Value of real-estate (other than employer real property)2013-12-31$599,559
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$69,912
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$93,000

Form 5500 Responses for IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST

2019: IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IVAN A SCHERTZER DEFINED BENEFIT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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