Plan Name | DENNIS R SCHUTT, P.A. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | DENNIS R SCHUTT, P.A. |
Employer identification number (EIN): | 593232385 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | ROBBIE BAKER | 2024-09-20 | ROBBIE BAKER | 2024-09-20 |
001 | 2022-01-01 | CHARLES SHOFFNER | 2023-09-25 | CHARLES SHOFFNER | 2023-09-25 |
001 | 2021-01-01 | LORI BOLEN | 2022-08-04 | LORI BOLEN | 2022-08-04 |
001 | 2020-01-01 | LORI L BOLEN | 2021-07-07 | ||
001 | 2019-01-01 | LORI L. BOLEN | 2020-07-30 | LORI L. BOLEN | 2020-07-30 |
001 | 2018-01-01 | ROBERT DANIEL NOEY | 2019-10-11 | ||
001 | 2017-01-01 | ROBERT DANIEL NOEY | 2018-07-27 | ||
001 | 2016-01-01 | ROBERT DANIEL NOEY | 2017-07-20 | ROBERT DANIEL NOEY | 2017-07-20 |
001 | 2015-01-01 | R. DANIEL NOEY | |||
001 | 2014-01-01 | LORI BOLEN | 2015-04-14 | ||
001 | 2013-01-01 | LORI BOLEN | 2014-07-08 | LORI BOLEN | 2014-07-08 |
001 | 2012-01-01 | LORI BOLEN | 2013-10-15 | LORI BOLEN | 2013-10-15 |
001 | 2011-01-01 | LORI BOLEN | 2012-10-09 | ||
001 | 2010-01-01 | LORI BOLEN | 2011-10-13 |
Measure | Date | Value |
---|---|---|
2015: DENNIS R SCHUTT, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 23 |
Number of participants with account balances | 2015-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : DENNIS R SCHUTT, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $35,074 |
Expenses. Total of all expenses incurred | 2015-12-31 | $131,742 |
Benefits paid (including direct rollovers) | 2015-12-31 | $118,414 |
Total plan assets at end of year | 2015-12-31 | $1,244,391 |
Total plan assets at beginning of year | 2015-12-31 | $1,341,059 |
Value of fidelity bond covering the plan | 2015-12-31 | $112,000 |
Total contributions received or receivable from participants | 2015-12-31 | $38,759 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $13,328 |
Other income received | 2015-12-31 | $-23,700 |
Net income (gross income less expenses) | 2015-12-31 | $-96,668 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,244,391 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,341,059 |
Assets. Value of participant loans | 2015-12-31 | $9,981 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $20,015 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2015: DENNIS R SCHUTT, P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
---|---|---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |