Plan Name | SCHUBERT & EVANS PC 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SCHUBERT & EVANS PC |
Employer identification number (EIN): | 200606345 |
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 | 2022-01-01 | BLAKE S. EVANS | 2023-10-09 | ||
001 | 2021-01-01 | BLAKE S. EVANS | 2022-08-23 | ||
001 | 2020-01-01 | BLAKE S. EVANS | 2021-07-22 | ||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | BLAKE EVANS | 2019-07-26 | BLAKE EVANS | 2019-07-26 |
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | BLAKE EVANS | 2015-07-22 | ||
001 | 2013-01-01 | DAVID SCHUBERT | 2014-06-12 | ||
001 | 2012-01-01 | DAVID SCHUBERT | 2013-07-18 | ||
001 | 2011-01-01 | DAVID SCHUBERT | 2012-06-13 | ||
001 | 2010-01-01 | DAVID SCHUBERT | 2011-06-13 | ||
001 | 2009-01-01 | DAVID J. SCHUBERT | |||
001 | 2009-01-01 | DAVID J. SCHUBERT |
Measure | Date | Value |
---|---|---|
2009: SCHUBERT & EVANS PC 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 3 |
Number of participants with account balances | 2009-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2007 : SCHUBERT & EVANS PC 401(K) PLAN 2007 401k financial data | ||
Total income from all sources | 2007-12-31 | $62,655 |
Expenses. Total of all expenses incurred | 2007-12-31 | $1,943 |
Benefits paid (including direct rollovers) | 2007-12-31 | $1,893 |
Total plan assets at end of year | 2007-12-31 | $100,340 |
Total plan assets at beginning of year | 2007-12-31 | $39,628 |
Value of fidelity bond covering the plan | 2007-12-31 | $4,000 |
Total contributions received or receivable from participants | 2007-12-31 | $35,292 |
Other income received | 2007-12-31 | $8,068 |
Net income (gross income less expenses) | 2007-12-31 | $60,712 |
Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $100,340 |
Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $39,628 |
Total contributions received or receivable from employer(s) | 2007-12-31 | $19,295 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2007-12-31 | $50 |
2009: SCHUBERT & EVANS PC 401(K) PLAN 2009 form 5500 responses | ||
---|---|---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |