401k Plan data: SCHONHOLZ AND DROSSMAN, LLP INCENTIVE SAVINGS PLAN plan

SCHONHOLZ AND DROSSMAN, LLP INCENTIVE SAVINGS PLAN 401k Plan overview

Plan Name	SCHONHOLZ AND DROSSMAN, LLP INCENTIVE SAVINGS PLAN
Plan identification number	002

SCHONHOLZ AND DROSSMAN, LLP INCENTIVE SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

SCHONHOLZ AND DROSSMAN, LLP has sponsored the creation of one or more 401k plans.

Company Name: SCHONHOLZ AND DROSSMAN, LLP

Employer identification number (EIN): 131985544

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHONHOLZ AND DROSSMAN, LLP INCENTIVE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MARC SPAROZIC 2024-05-07
002 2022-01-01 MARC SPAROZIC 2023-06-28
002 2021-01-01 MARC SPAROZIC 2022-05-26
002 2020-01-01 MARC SPAROZIC 2021-05-25
002 2019-01-01 MARC SPAROZIC 2020-05-27
002 2018-01-01 MARC SPAROZIC 2019-05-31
002 2017-01-01 MARC SPAROZIC 2018-03-30 MARC SPAROZIC 2018-03-30
002 2016-01-01 HENRY HOFFMAN 2017-03-20 HENRY HOFFMAN 2017-03-20
002 2015-01-01 HENRY HOFFMAN 2016-04-25 HENRY HOFFMAN 2016-04-25
002 2014-01-01 HENRY HOFFMAN 2015-06-30 HENRY HOFFMAN 2015-06-30
002 2013-01-01 HENRY HOFFMAN HENRY HOFFMAN 2014-03-12
002 2012-01-01 HENRY HOFFMAN 2013-07-01 HENRY HOFFMAN 2013-07-01
002 2011-01-01 HENRY HOFFMAN 2012-04-11
002 2010-01-01 HENRY HOFFMAN 2011-05-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	MARC SPAROZIC	2024-05-07
002	2022-01-01	MARC SPAROZIC	2023-06-28
002	2021-01-01	MARC SPAROZIC	2022-05-26
002	2020-01-01	MARC SPAROZIC	2021-05-25
002	2019-01-01	MARC SPAROZIC	2020-05-27
002	2018-01-01	MARC SPAROZIC	2019-05-31
002	2017-01-01	MARC SPAROZIC	2018-03-30	MARC SPAROZIC	2018-03-30
002	2016-01-01	HENRY HOFFMAN	2017-03-20	HENRY HOFFMAN	2017-03-20
002	2015-01-01	HENRY HOFFMAN	2016-04-25	HENRY HOFFMAN	2016-04-25
002	2014-01-01	HENRY HOFFMAN	2015-06-30	HENRY HOFFMAN	2015-06-30
002	2013-01-01	HENRY HOFFMAN		HENRY HOFFMAN	2014-03-12
002	2012-01-01	HENRY HOFFMAN	2013-07-01	HENRY HOFFMAN	2013-07-01
002	2011-01-01	HENRY HOFFMAN	2012-04-11
002	2010-01-01	HENRY HOFFMAN	2011-05-23

Financial Data on SCHONHOLZ AND DROSSMAN, LLP INCENTIVE SAVINGS PLAN

Measure	Date	Value
2025 : SCHONHOLZ AND DROSSMAN, LLP INCENTIVE SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-12	147076
Net assets as of the end of the plan year	2025-06-12	7584445
Total assets as of the beginning of the plan year	2025-06-12	6465307
Value of plan covered by a fidelity bond	2025-06-12	500000
Participant contributions to plan in this plan year	2025-06-12	187810
Value of participant loans at end of plan year	2025-06-12	24806
Other contributions to plan in this plan year	2025-06-12	0
Other income to plan in this plan year	2025-06-12	922707
Plan net income in this plan year	2025-06-12	1119138
Net assets as of the end of the plan year	2025-06-12	7584445
Net assets as of the beginning of the plan year	2025-06-12	6465307
Employer contributions to plan in this plan year	2025-06-12	155697
Fees paid to broker by Benefit Provider	2025-06-12	851
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-12	31779
2024 : SCHONHOLZ AND DROSSMAN, LLP INCENTIVE SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-05-07	64907
Net assets as of the end of the plan year	2024-05-07	6465307
Total assets as of the beginning of the plan year	2024-05-07	5301752
Value of plan covered by a fidelity bond	2024-05-07	500000
Participant contributions to plan in this plan year	2024-05-07	172362
Value of participant loans at end of plan year	2024-05-07	40551
Other income to plan in this plan year	2024-05-07	880690
Plan net income in this plan year	2024-05-07	1163555
Net assets as of the end of the plan year	2024-05-07	6465307
Net assets as of the beginning of the plan year	2024-05-07	5301752
Employer contributions to plan in this plan year	2024-05-07	175410
Fees paid to broker by Benefit Provider	2024-05-07	655
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-07	17591
2013 : SCHONHOLZ AND DROSSMAN, LLP INCENTIVE SAVINGS PLAN 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	$998,488
Expenses. Total of all expenses incurred	2013-12-31	$58,723
Benefits paid (including direct rollovers)	2013-12-31	$57,415
Total plan assets at end of year	2013-12-31	$4,775,702
Total plan assets at beginning of year	2013-12-31	$3,835,937
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$214,575
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	$633,272
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$939,765
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,775,702
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,835,937
Assets. Value of participant loans	2013-12-31	$69,166
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2013-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2013-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$1,119
Total contributions received or receivable from employer(s)	2013-12-31	$150,641
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	$1,308
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for SCHONHOLZ AND DROSSMAN, LLP INCENTIVE SAVINGS PLAN

2013: SCHONHOLZ AND DROSSMAN, LLP INCENTIVE SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	613953
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	619065
Policy instance	2

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Company Name:	SCHONHOLZ AND DROSSMAN, LLP
Employer identification number (EIN):	131985544
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)