401k Plan data: SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN plan

SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN
Plan identification number	001

SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC has sponsored the creation of one or more 401k plans.

Company Name: SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC

Employer identification number (EIN): 208044239

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-02-01
001 2022-02-01
001 2021-02-01
001 2020-02-01
001 2019-02-01
001 2018-02-01 ALEXANDER SCHLEE, TRUSTEE 2019-06-12 ALEXANDER SCHLEE, PRESIDENT 2019-06-12
001 2017-02-01 ALEXANDER SCHLEE, TRUSTEE ALEXANDER SCHLEE, PRESIDENT 2018-07-11
001 2016-02-01 ALEXANDER SCHLEE, TRUSTEE ALEXANDER SCHLEE, PRESIDENT 2017-11-15
001 2015-02-01 ALEXANDER SCHLEE, TRUSTEE ALEXANDER SCHLEE, PRESIDENT 2016-11-03
001 2014-02-01 ALEXANDER SCHLEE, TRUSTEE ALEXANDER SCHLEE, PRESIDENT 2015-11-12
001 2013-02-01 ALEXANDER SCHLEE, TRUSTEE ALEXANDER SCHLEE, PRESIDENT 2014-11-11
001 2012-02-01 ALEXANDER SCHLEE, TRUSTEE ALEXANDER SCHLEE, PRESIDENT 2013-09-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-02-01
001	2022-02-01
001	2021-02-01
001	2020-02-01
001	2019-02-01
001	2018-02-01	ALEXANDER SCHLEE, TRUSTEE	2019-06-12	ALEXANDER SCHLEE, PRESIDENT	2019-06-12
001	2017-02-01	ALEXANDER SCHLEE, TRUSTEE		ALEXANDER SCHLEE, PRESIDENT	2018-07-11
001	2016-02-01	ALEXANDER SCHLEE, TRUSTEE		ALEXANDER SCHLEE, PRESIDENT	2017-11-15
001	2015-02-01	ALEXANDER SCHLEE, TRUSTEE		ALEXANDER SCHLEE, PRESIDENT	2016-11-03
001	2014-02-01	ALEXANDER SCHLEE, TRUSTEE		ALEXANDER SCHLEE, PRESIDENT	2015-11-12
001	2013-02-01	ALEXANDER SCHLEE, TRUSTEE		ALEXANDER SCHLEE, PRESIDENT	2014-11-11
001	2012-02-01	ALEXANDER SCHLEE, TRUSTEE		ALEXANDER SCHLEE, PRESIDENT	2013-09-05

Plan Statistics for SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN

401k plan membership statisitcs for SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN

Measure Date Value
2017: SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-02-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 4
Number of retired or separated participants receiving benefits 2017-02-01 0
Number of other retired or separated participants entitled to future benefits 2017-02-01 0
Total of all active and inactive participants 2017-02-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-01 0
Total participants 2017-02-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-02-01 0
2016: SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-02-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-02-01 4
Number of retired or separated participants receiving benefits 2016-02-01 0
Number of other retired or separated participants entitled to future benefits 2016-02-01 0
Total of all active and inactive participants 2016-02-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-02-01 0
Total participants 2016-02-01 4
Number of participants with account balances 2016-02-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-02-01 1
2015: SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-02-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 4
Number of retired or separated participants receiving benefits 2015-02-01 0
Number of other retired or separated participants entitled to future benefits 2015-02-01 1
Total of all active and inactive participants 2015-02-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-02-01 0
Total participants 2015-02-01 5
Number of participants with account balances 2015-02-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-02-01 0
2014: SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-02-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 4
Number of retired or separated participants receiving benefits 2014-02-01 0
Number of other retired or separated participants entitled to future benefits 2014-02-01 1
Total of all active and inactive participants 2014-02-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-02-01 0
Total participants 2014-02-01 5
Number of participants with account balances 2014-02-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-02-01 1
2013: SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-02-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 5
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 0
Total of all active and inactive participants 2013-02-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 0
Total participants 2013-02-01 5
Number of participants with account balances 2013-02-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 0
2012: SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-02-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 5
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 0
Total of all active and inactive participants 2012-02-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 5
Number of participants with account balances 2012-02-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 0

Measure	Date	Value
2017: SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-02-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	4
Number of retired or separated participants receiving benefits	2017-02-01	0
Number of other retired or separated participants entitled to future benefits	2017-02-01	0
Total of all active and inactive participants	2017-02-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-01	0
Total participants	2017-02-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-02-01	0
2016: SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-02-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-02-01	4
Number of retired or separated participants receiving benefits	2016-02-01	0
Number of other retired or separated participants entitled to future benefits	2016-02-01	0
Total of all active and inactive participants	2016-02-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-02-01	0
Total participants	2016-02-01	4
Number of participants with account balances	2016-02-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-02-01	1
2015: SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-02-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	4
Number of retired or separated participants receiving benefits	2015-02-01	0
Number of other retired or separated participants entitled to future benefits	2015-02-01	1
Total of all active and inactive participants	2015-02-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-02-01	0
Total participants	2015-02-01	5
Number of participants with account balances	2015-02-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-02-01	0
2014: SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-02-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	4
Number of retired or separated participants receiving benefits	2014-02-01	0
Number of other retired or separated participants entitled to future benefits	2014-02-01	1
Total of all active and inactive participants	2014-02-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-02-01	0
Total participants	2014-02-01	5
Number of participants with account balances	2014-02-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-02-01	1
2013: SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-02-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	5
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	0
Total of all active and inactive participants	2013-02-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	0
Total participants	2013-02-01	5
Number of participants with account balances	2013-02-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	0
2012: SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-02-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	5
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	0
Total of all active and inactive participants	2012-02-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	5
Number of participants with account balances	2012-02-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	0

Financial Data on SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN

Measure	Date	Value
2018 : SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-01-31	$0
Total plan liabilities at end of year	2018-01-31	$0
Total plan liabilities at beginning of year	2018-01-31	$0
Total income from all sources	2018-01-31	$125
Expenses. Total of all expenses incurred	2018-01-31	$0
Benefits paid (including direct rollovers)	2018-01-31	$0
Total plan assets at end of year	2018-01-31	$168,444
Total plan assets at beginning of year	2018-01-31	$168,319
Value of fidelity bond covering the plan	2018-01-31	$50,000
Total contributions received or receivable from participants	2018-01-31	$0
Expenses. Other expenses not covered elsewhere	2018-01-31	$0
Contributions received from other sources (not participants or employers)	2018-01-31	$0
Other income received	2018-01-31	$125
Noncash contributions received	2018-01-31	$0
Net income (gross income less expenses)	2018-01-31	$125
Net plan assets at end of year (total assets less liabilities)	2018-01-31	$168,444
Net plan assets at beginning of year (total assets less liabilities)	2018-01-31	$168,319
Total contributions received or receivable from employer(s)	2018-01-31	$0
Value of certain deemed distributions of participant loans	2018-01-31	$0
Value of corrective distributions	2018-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-01-31	$0
2017 : SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-01-31	$0
Total plan liabilities at end of year	2017-01-31	$0
Total plan liabilities at beginning of year	2017-01-31	$0
Total income from all sources	2017-01-31	$23
Expenses. Total of all expenses incurred	2017-01-31	$1,574
Benefits paid (including direct rollovers)	2017-01-31	$1,574
Total plan assets at end of year	2017-01-31	$168,319
Total plan assets at beginning of year	2017-01-31	$169,870
Value of fidelity bond covering the plan	2017-01-31	$50,000
Total contributions received or receivable from participants	2017-01-31	$0
Expenses. Other expenses not covered elsewhere	2017-01-31	$0
Contributions received from other sources (not participants or employers)	2017-01-31	$0
Other income received	2017-01-31	$23
Noncash contributions received	2017-01-31	$0
Net income (gross income less expenses)	2017-01-31	$-1,551
Net plan assets at end of year (total assets less liabilities)	2017-01-31	$168,319
Net plan assets at beginning of year (total assets less liabilities)	2017-01-31	$169,870
Total contributions received or receivable from employer(s)	2017-01-31	$0
Value of certain deemed distributions of participant loans	2017-01-31	$0
Value of corrective distributions	2017-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-01-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-01-31	$0
2016 : SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-01-31	$0
Total plan liabilities at end of year	2016-01-31	$0
Total plan liabilities at beginning of year	2016-01-31	$0
Total income from all sources	2016-01-31	$20,012
Expenses. Total of all expenses incurred	2016-01-31	$0
Benefits paid (including direct rollovers)	2016-01-31	$0
Total plan assets at end of year	2016-01-31	$169,870
Total plan assets at beginning of year	2016-01-31	$149,858
Value of fidelity bond covering the plan	2016-01-31	$50,000
Total contributions received or receivable from participants	2016-01-31	$0
Expenses. Other expenses not covered elsewhere	2016-01-31	$0
Contributions received from other sources (not participants or employers)	2016-01-31	$0
Other income received	2016-01-31	$12
Noncash contributions received	2016-01-31	$0
Net income (gross income less expenses)	2016-01-31	$20,012
Net plan assets at end of year (total assets less liabilities)	2016-01-31	$169,870
Net plan assets at beginning of year (total assets less liabilities)	2016-01-31	$149,858
Total contributions received or receivable from employer(s)	2016-01-31	$20,000
Value of certain deemed distributions of participant loans	2016-01-31	$0
Value of corrective distributions	2016-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-01-31	$0
2015 : SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-01-31	$0
Total plan liabilities at end of year	2015-01-31	$0
Total plan liabilities at beginning of year	2015-01-31	$0
Total income from all sources	2015-01-31	$40,009
Expenses. Total of all expenses incurred	2015-01-31	$0
Benefits paid (including direct rollovers)	2015-01-31	$0
Total plan assets at end of year	2015-01-31	$149,858
Total plan assets at beginning of year	2015-01-31	$109,849
Value of fidelity bond covering the plan	2015-01-31	$50,000
Total contributions received or receivable from participants	2015-01-31	$0
Expenses. Other expenses not covered elsewhere	2015-01-31	$0
Contributions received from other sources (not participants or employers)	2015-01-31	$0
Other income received	2015-01-31	$9
Noncash contributions received	2015-01-31	$0
Net income (gross income less expenses)	2015-01-31	$40,009
Net plan assets at end of year (total assets less liabilities)	2015-01-31	$149,858
Net plan assets at beginning of year (total assets less liabilities)	2015-01-31	$109,849
Total contributions received or receivable from employer(s)	2015-01-31	$40,000
Value of certain deemed distributions of participant loans	2015-01-31	$0
Value of corrective distributions	2015-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-01-31	$0
2014 : SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-01-31	$0
Total plan liabilities at end of year	2014-01-31	$0
Total plan liabilities at beginning of year	2014-01-31	$0
Total income from all sources	2014-01-31	$47,928
Expenses. Total of all expenses incurred	2014-01-31	$0
Benefits paid (including direct rollovers)	2014-01-31	$0
Total plan assets at end of year	2014-01-31	$109,849
Total plan assets at beginning of year	2014-01-31	$61,921
Value of fidelity bond covering the plan	2014-01-31	$30,000
Total contributions received or receivable from participants	2014-01-31	$0
Expenses. Other expenses not covered elsewhere	2014-01-31	$0
Contributions received from other sources (not participants or employers)	2014-01-31	$0
Other income received	2014-01-31	$2
Noncash contributions received	2014-01-31	$0
Net income (gross income less expenses)	2014-01-31	$47,928
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$109,849
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$61,921
Total contributions received or receivable from employer(s)	2014-01-31	$47,926
Value of certain deemed distributions of participant loans	2014-01-31	$0
Value of corrective distributions	2014-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-01-31	$0
2013 : SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-01-31	$0
Total plan liabilities at end of year	2013-01-31	$0
Total plan liabilities at beginning of year	2013-01-31	$0
Total income from all sources	2013-01-31	$61,921
Expenses. Total of all expenses incurred	2013-01-31	$0
Benefits paid (including direct rollovers)	2013-01-31	$0
Total plan assets at end of year	2013-01-31	$61,921
Total plan assets at beginning of year	2013-01-31	$0
Value of fidelity bond covering the plan	2013-01-31	$20,000
Total contributions received or receivable from participants	2013-01-31	$0
Expenses. Other expenses not covered elsewhere	2013-01-31	$0
Contributions received from other sources (not participants or employers)	2013-01-31	$0
Other income received	2013-01-31	$0
Noncash contributions received	2013-01-31	$0
Net income (gross income less expenses)	2013-01-31	$61,921
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$61,921
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$0
Total contributions received or receivable from employer(s)	2013-01-31	$61,921
Value of certain deemed distributions of participant loans	2013-01-31	$0
Value of corrective distributions	2013-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-01-31	$0

Form 5500 Responses for SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN

2017: SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	Plan funding arrangement – Trust	Yes
2017-02-01	Plan benefit arrangement - Trust	Yes
2016: SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-02-01	Type of plan entity	Single employer plan
2016-02-01	Plan funding arrangement – Trust	Yes
2016-02-01	Plan benefit arrangement - Trust	Yes
2015: SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-02-01	Type of plan entity	Single employer plan
2015-02-01	Plan funding arrangement – Trust	Yes
2015-02-01	Plan benefit arrangement - Trust	Yes
2014: SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes
2013: SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	First time form 5500 has been submitted	Yes
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC
Employer identification number (EIN):	208044239
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers