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SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 401k Plan overview

Plan NameSCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN
Plan identification number 001

SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

SCHULTZE ASSET MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:SCHULTZE ASSET MANAGEMENT, LLC
Employer identification number (EIN):223563247
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about SCHULTZE ASSET MANAGEMENT, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2868281

More information about SCHULTZE ASSET MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01GEORGE SCHULTZE
0012017-01-01GEORGE SCHULTZE
0012017-01-01GEORGE SCHULTZE
0012017-01-01
0012016-01-01GEORGE SCHULTZE2017-10-10
0012015-01-01GEORGE SCHULTZE
0012014-01-01GEORGE SCHULTZE
0012013-01-01GEORGE SCHULTZE
0012012-01-01GEORGE SCHULTZE
0012011-01-01GEORGE SCHULTZE
0012010-01-01GEORGE SCHULTZE
0012009-01-01GEORGE SCHULTZE
0012009-01-01GEORGE SCHULTZE

Plan Statistics for SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN

401k plan membership statisitcs for SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN

Measure Date Value
2023: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0111
Total number of active participants reported on line 7a of the Form 55002023-01-015
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-016
Total of all active and inactive participants2023-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0111
Number of participants with account balances2023-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-019
Total number of active participants reported on line 7a of the Form 55002022-01-017
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0111
Number of participants with account balances2022-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-019
Total number of active participants reported on line 7a of the Form 55002021-01-016
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-019
Number of participants with account balances2021-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0110
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-019
Number of participants with account balances2020-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019
Total number of active participants reported on line 7a of the Form 55002019-01-017
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0110
Number of participants with account balances2019-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-016
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-019
Number of participants with account balances2018-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0113
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2015: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0112
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0113
Number of participants with account balances2015-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0114
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0112
Number of participants with account balances2014-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0121
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0114
Number of participants with account balances2013-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0118
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0121
Number of participants with account balances2012-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0115
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-0118
Number of participants with account balances2011-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0116
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0115
Number of participants with account balances2010-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0116
Number of participants with account balances2009-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN

Measure Date Value
2023 : SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$220,405
Expenses. Total of all expenses incurred2023-12-31$29,717
Benefits paid (including direct rollovers)2023-12-31$29,717
Total plan assets at end of year2023-12-31$1,068,617
Total plan assets at beginning of year2023-12-31$877,929
Value of fidelity bond covering the plan2023-12-31$250,000
Total contributions received or receivable from participants2023-12-31$33,976
Other income received2023-12-31$186,429
Net income (gross income less expenses)2023-12-31$190,688
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,068,617
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$877,929
Assets. Value of participant loans2023-12-31$25,491
Assets. Value of assets in partnership/joint-venture interests2023-12-31$839,198
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$7,500
Total contributions received or receivable from employer(s)2023-12-31$0
2022 : SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-47,890
Expenses. Total of all expenses incurred2022-12-31$7,650
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$877,929
Total plan assets at beginning of year2022-12-31$933,469
Value of fidelity bond covering the plan2022-12-31$250,000
Total contributions received or receivable from participants2022-12-31$21,507
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-77,946
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-55,540
Net plan assets at end of year (total assets less liabilities)2022-12-31$877,929
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$933,469
Assets. Value of participant loans2022-12-31$47,885
Assets. Value of assets in partnership/joint-venture interests2022-12-31$693,903
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$2,537
Total contributions received or receivable from employer(s)2022-12-31$8,549
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$7,650
2021 : SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$173,152
Expenses. Total of all expenses incurred2021-12-31$55,106
Benefits paid (including direct rollovers)2021-12-31$43,281
Total plan assets at end of year2021-12-31$933,469
Total plan assets at beginning of year2021-12-31$815,423
Value of fidelity bond covering the plan2021-12-31$250,000
Total contributions received or receivable from participants2021-12-31$6,500
Other income received2021-12-31$163,182
Net income (gross income less expenses)2021-12-31$118,046
Net plan assets at end of year (total assets less liabilities)2021-12-31$933,469
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$815,423
Assets. Value of participant loans2021-12-31$42,385
Assets. Value of assets in partnership/joint-venture interests2021-12-31$767,512
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$2,000
Total contributions received or receivable from employer(s)2021-12-31$3,470
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$11,825
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$184,612
Expenses. Total of all expenses incurred2020-12-31$171
Total plan assets at end of year2020-12-31$815,423
Total plan assets at beginning of year2020-12-31$630,982
Value of fidelity bond covering the plan2020-12-31$250,000
Total contributions received or receivable from participants2020-12-31$6,500
Other income received2020-12-31$175,022
Net income (gross income less expenses)2020-12-31$184,441
Net plan assets at end of year (total assets less liabilities)2020-12-31$815,423
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$630,982
Assets. Value of participant loans2020-12-31$3,395
Assets. Value of assets in partnership/joint-venture interests2020-12-31$629,465
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$1,250
Total contributions received or receivable from employer(s)2020-12-31$3,090
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$171
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$-11,102
Expenses. Total of all expenses incurred2019-12-31$4,200
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$630,982
Total plan assets at beginning of year2019-12-31$646,284
Value of fidelity bond covering the plan2019-12-31$250,000
Total contributions received or receivable from participants2019-12-31$10,479
Other income received2019-12-31$-27,752
Net income (gross income less expenses)2019-12-31$-15,302
Net plan assets at end of year (total assets less liabilities)2019-12-31$630,982
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$646,284
Assets. Value of participant loans2019-12-31$4,342
Assets. Value of assets in partnership/joint-venture interests2019-12-31$459,804
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$1,250
Total contributions received or receivable from employer(s)2019-12-31$6,171
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$4,200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-5,794
Expenses. Total of all expenses incurred2018-12-31$88,314
Benefits paid (including direct rollovers)2018-12-31$80,789
Total plan assets at end of year2018-12-31$646,284
Total plan assets at beginning of year2018-12-31$740,392
Value of fidelity bond covering the plan2018-12-31$250,000
Total contributions received or receivable from participants2018-12-31$22,332
Other income received2018-12-31$-28,126
Net income (gross income less expenses)2018-12-31$-94,108
Net plan assets at end of year (total assets less liabilities)2018-12-31$646,284
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$740,392
Assets. Value of participant loans2018-12-31$2,759
Assets. Value of assets in partnership/joint-venture interests2018-12-31$501,065
Total contributions received or receivable from employer(s)2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$7,525
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$38,934
Expenses. Total of all expenses incurred2017-12-31$116,366
Benefits paid (including direct rollovers)2017-12-31$111,771
Total plan assets at end of year2017-12-31$758,392
Total plan assets at beginning of year2017-12-31$835,824
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$27,231
Other income received2017-12-31$-59,959
Net income (gross income less expenses)2017-12-31$-77,432
Net plan assets at end of year (total assets less liabilities)2017-12-31$758,392
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$835,824
Assets. Value of participant loans2017-12-31$8,190
Assets. Value of assets in partnership/joint-venture interests2017-12-31$498,147
Total contributions received or receivable from employer(s)2017-12-31$71,662
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,595
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2015 : SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total income from all sources2015-12-31$49,272
Expenses. Total of all expenses incurred2015-12-31$1,165
Benefits paid (including direct rollovers)2015-12-31$1,165
Total plan assets at end of year2015-12-31$935,649
Total plan assets at beginning of year2015-12-31$887,542
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$41,062
Other income received2015-12-31$8,210
Net income (gross income less expenses)2015-12-31$48,107
Net plan assets at end of year (total assets less liabilities)2015-12-31$935,649
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$887,542
Assets. Value of participant loans2015-12-31$28,802
Assets. Value of assets in partnership/joint-venture interests2015-12-31$431,466
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$308
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$122,336
Expenses. Total of all expenses incurred2014-12-31$248,990
Benefits paid (including direct rollovers)2014-12-31$248,990
Total plan assets at end of year2014-12-31$887,542
Total plan assets at beginning of year2014-12-31$1,014,196
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$57,023
Other income received2014-12-31$31,861
Net income (gross income less expenses)2014-12-31$-126,654
Net plan assets at end of year (total assets less liabilities)2014-12-31$887,542
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,014,196
Assets. Value of participant loans2014-12-31$38,473
Assets. Value of assets in partnership/joint-venture interests2014-12-31$403,369
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$2,362
Total contributions received or receivable from employer(s)2014-12-31$33,452
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$252,484
Expenses. Total of all expenses incurred2013-12-31$255,102
Benefits paid (including direct rollovers)2013-12-31$255,102
Total plan assets at end of year2013-12-31$1,014,196
Total plan assets at beginning of year2013-12-31$1,016,814
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$19,917
Assets. Value of loans (other than to participants)2013-12-31$47,743
Other income received2013-12-31$232,567
Net income (gross income less expenses)2013-12-31$-2,618
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,014,196
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,016,814
Assets. Value of assets in partnership/joint-venture interests2013-12-31$359,594
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$3,154
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$268,150
Expenses. Total of all expenses incurred2012-12-31$112,724
Benefits paid (including direct rollovers)2012-12-31$112,724
Total plan assets at end of year2012-12-31$1,016,814
Total plan assets at beginning of year2012-12-31$861,388
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$16,101
Other income received2012-12-31$251,546
Net income (gross income less expenses)2012-12-31$155,426
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,016,814
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$861,388
Assets. Value of assets in partnership/joint-venture interests2012-12-31$300,683
Total contributions received or receivable from employer(s)2012-12-31$503
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$8,032
Expenses. Total of all expenses incurred2011-12-31$99,473
Benefits paid (including direct rollovers)2011-12-31$99,473
Total plan assets at end of year2011-12-31$861,388
Total plan assets at beginning of year2011-12-31$952,829
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$39,631
Other income received2011-12-31$-57,847
Net income (gross income less expenses)2011-12-31$-91,441
Net plan assets at end of year (total assets less liabilities)2011-12-31$861,388
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$952,829
Assets. Value of assets in partnership/joint-venture interests2011-12-31$225,758
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$1,996
Total contributions received or receivable from employer(s)2011-12-31$26,248
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$293,094
Expenses. Total of all expenses incurred2010-12-31$47,975
Benefits paid (including direct rollovers)2010-12-31$47,975
Total plan assets at end of year2010-12-31$952,829
Total plan assets at beginning of year2010-12-31$707,710
Value of fidelity bond covering the plan2010-12-31$97,000
Total contributions received or receivable from participants2010-12-31$45,131
Other income received2010-12-31$122,528
Net income (gross income less expenses)2010-12-31$245,119
Net plan assets at end of year (total assets less liabilities)2010-12-31$952,829
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$707,710
Total contributions received or receivable from employer(s)2010-12-31$125,435
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2009 401k financial data
Total income from all sources2009-12-31$229,063
Expenses. Total of all expenses incurred2009-12-31$35,358
Benefits paid (including direct rollovers)2009-12-31$35,358
Total plan assets at end of year2009-12-31$707,710
Total plan assets at beginning of year2009-12-31$514,005
Value of fidelity bond covering the plan2009-12-31$71,000
Total contributions received or receivable from participants2009-12-31$42,983
Other income received2009-12-31$-6,347
Noncash contributions received2009-12-31$174,799
Net income (gross income less expenses)2009-12-31$193,705
Net plan assets at end of year (total assets less liabilities)2009-12-31$707,710
Net plan assets at beginning of year (total assets less liabilities)2009-12-31$514,005
Total contributions received or receivable from employer(s)2009-12-31$17,628

Form 5500 Responses for SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN

2023: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2015: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SCHULTZE ASSET MANAGEMENT, LLC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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