401k Plan data: IVAN A SCHERTZER PROFIT SHARING PLAN AND TRUST plan

IVAN A SCHERTZER PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	IVAN A SCHERTZER PROFIT SHARING PLAN AND TRUST
Plan identification number	002

IVAN A SCHERTZER PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Plan covering Self-Employed individuals.
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 PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 IVAN SCHERTZER 2020-03-30 IVAN SCHERTZER 2020-03-30
002 2018-01-01 IVAN SCHERTZER 2019-10-04 IVAN SCHERTZER 2019-10-04
002 2017-01-01 IVAN SCHERTZER 2018-10-14 IVAN SCHERTZER 2018-10-14
002 2016-01-01 IVAN SCHERTZER 2018-01-26 IVAN SCHERTZER 2018-01-26
002 2015-01-01 IVAN SCHERTZER 2016-10-17 IVAN SCHERTZER 2016-10-17
002 2014-01-01 IVAN A. SCHERTZER
002 2013-01-01 IVAN A. SCHERTZER
002 2012-01-01 IVAN A. SCHERTZER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	IVAN SCHERTZER	2020-03-30	IVAN SCHERTZER	2020-03-30
002	2018-01-01	IVAN SCHERTZER	2019-10-04	IVAN SCHERTZER	2019-10-04
002	2017-01-01	IVAN SCHERTZER	2018-10-14	IVAN SCHERTZER	2018-10-14
002	2016-01-01	IVAN SCHERTZER	2018-01-26	IVAN SCHERTZER	2018-01-26
002	2015-01-01	IVAN SCHERTZER	2016-10-17	IVAN SCHERTZER	2016-10-17
002	2014-01-01	IVAN A. SCHERTZER
002	2013-01-01	IVAN A. SCHERTZER
002	2012-01-01	IVAN A. SCHERTZER

Plan Statistics for IVAN A SCHERTZER PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for IVAN A SCHERTZER PROFIT SHARING PLAN AND TRUST

Measure Date Value
2014: IVAN A SCHERTZER PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: IVAN A SCHERTZER PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: IVAN A SCHERTZER PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2

Measure	Date	Value
2014: IVAN A SCHERTZER PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: IVAN A SCHERTZER PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: IVAN A SCHERTZER PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2

Financial Data on IVAN A SCHERTZER PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2014 : IVAN A SCHERTZER PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$353
Expenses. Total of all expenses incurred	2014-12-31	$35,000
Benefits paid (including direct rollovers)	2014-12-31	$35,000
Total plan assets at end of year	2014-12-31	$204,728
Total plan assets at beginning of year	2014-12-31	$239,375
Total contributions received or receivable from participants	2014-12-31	$0
Assets. Value of loans (other than to participants)	2014-12-31	$19,408
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$353
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-34,647
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$204,728
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$239,375
Assets. Value of participant loans	2014-12-31	$24,970
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$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 securities	2014-12-31	$0
2013 : IVAN A SCHERTZER PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$44,986
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$239,375
Total plan assets at beginning of year	2013-12-31	$194,389
Total contributions received or receivable from participants	2013-12-31	$0
Assets. Value of loans (other than to participants)	2013-12-31	$19,408
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$44,986
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$44,986
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$239,375
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$194,389
Assets. Value of participant loans	2013-12-31	$59,315
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : IVAN A SCHERTZER PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$-198,989
Expenses. Total of all expenses incurred	2012-12-31	$100
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$194,389
Total plan assets at beginning of year	2012-12-31	$393,478
Total contributions received or receivable from participants	2012-12-31	$0
Assets. Value of loans (other than to participants)	2012-12-31	$24,179
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$-198,989
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-199,089
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$194,389
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$393,478
Assets. Value of participant loans	2012-12-31	$66,568
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$100

Form 5500 Responses for IVAN A SCHERTZER PROFIT SHARING PLAN AND TRUST

2014: IVAN A SCHERTZER PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: IVAN A SCHERTZER PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: IVAN A SCHERTZER PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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