401k Plan data: THE SCHAEFER AGENCY, INC. 401(K) PLAN plan

THE SCHAEFER AGENCY, INC. 401(K) PLAN 401k Plan overview

Plan Name	THE SCHAEFER AGENCY, INC. 401(K) PLAN
Plan identification number	001

THE SCHAEFER AGENCY, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE SCHAEFER AGENCY, INC has sponsored the creation of one or more 401k plans.

Company Name: THE SCHAEFER AGENCY, INC

Employer identification number (EIN): 112388183

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SCHAEFER AGENCY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DORIS SCHAEFER 2024-06-07
001 2022-01-01 DORIS SCHAEFER 2023-09-26
001 2021-01-01 DORIS SCHAEFER 2022-09-09
001 2020-01-01 DORIS SCHAEFER 2021-08-26
001 2019-01-01 CHRISTOPHER SCHAEFER 2020-06-01
001 2018-01-01 CHRISTOPHER SCHAEFER 2019-03-28
001 2017-01-01 CHRISTOPHER SCHAEFER 2018-05-16
001 2016-01-01 CHRISTOPHER SCHAEFER 2017-09-26
001 2016-01-01
001 2015-01-01 SHARON QUINTERO 2016-06-08 SHARON QUINTERO 2016-06-08
001 2014-01-01 SHARON QUINTERO 2015-06-18 SHARON QUINTERO 2015-06-18
001 2013-01-01 SHARON QUINTERO 2014-06-03 SHARON QUINTERO 2014-06-03
001 2012-01-01 SHARON QUINTERO 2013-10-02
001 2011-01-01 ELIZABETH DANIELSEN 2012-08-21
001 2010-01-01 ELIZABETH DANIELSON 2011-06-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DORIS SCHAEFER	2024-06-07
001	2022-01-01	DORIS SCHAEFER	2023-09-26
001	2021-01-01	DORIS SCHAEFER	2022-09-09
001	2020-01-01	DORIS SCHAEFER	2021-08-26
001	2019-01-01	CHRISTOPHER SCHAEFER	2020-06-01
001	2018-01-01	CHRISTOPHER SCHAEFER	2019-03-28
001	2017-01-01	CHRISTOPHER SCHAEFER	2018-05-16
001	2016-01-01	CHRISTOPHER SCHAEFER	2017-09-26
001	2016-01-01
001	2015-01-01	SHARON QUINTERO	2016-06-08	SHARON QUINTERO	2016-06-08
001	2014-01-01	SHARON QUINTERO	2015-06-18	SHARON QUINTERO	2015-06-18
001	2013-01-01	SHARON QUINTERO	2014-06-03	SHARON QUINTERO	2014-06-03
001	2012-01-01	SHARON QUINTERO	2013-10-02
001	2011-01-01	ELIZABETH DANIELSEN	2012-08-21
001	2010-01-01	ELIZABETH DANIELSON	2011-06-20

Plan Statistics for THE SCHAEFER AGENCY, INC. 401(K) PLAN

401k plan membership statisitcs for THE SCHAEFER AGENCY, INC. 401(K) PLAN

Measure Date Value
2016: THE SCHAEFER AGENCY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 13
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 13
Number of participants with account balances 2016-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2016: THE SCHAEFER AGENCY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	13
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	13
Number of participants with account balances	2016-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Form 5500 Responses for THE SCHAEFER AGENCY, INC. 401(K) PLAN

2016: THE SCHAEFER AGENCY, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

Potentially related plans

THE SCHAEFER GROUP, INC. 401(K) & PROFIT SHARING PLAN [EIN = 310584868]

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Company Name:	THE SCHAEFER AGENCY, INC
Employer identification number (EIN):	112388183
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages