401k Plan data: SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING PLAN plan

SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING PLAN 401k Plan overview

Plan Name	SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING PLAN
Plan identification number	001

SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING 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.
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.
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

SHUMAKER WILLIAMS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: SHUMAKER WILLIAMS, P.C.

Employer identification number (EIN): 232013661

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MR. HARRY LEVY 2024-09-19
001 2022-01-01 MR. HARRY LEVY 2023-07-31
001 2021-01-01 MR. HARRY LEVY 2022-10-13
001 2020-01-01 MR. HARRY LEVY 2021-10-12
001 2019-01-01 MR. HARRY LEVY 2020-10-05
001 2018-01-01 JEFFREY A LEE 2019-10-15
001 2017-01-01
001 2017-01-01 JEFFREY A LEE 2019-12-17
001 2016-01-01
001 2016-01-01 JEFFREY A LEE 2019-12-17
001 2015-01-01
001 2014-01-01 JEFFREY A LEE 2015-05-20
001 2013-01-01 JEFFREY A LEE 2014-06-20
001 2012-01-01 JEFFREY A LEE 2013-07-15
001 2011-01-01 JEFFREY A. LEE 2012-04-23
001 2010-01-01 JEFFREY A. LEE 2011-06-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	MR. HARRY LEVY	2024-09-19
001	2022-01-01	MR. HARRY LEVY	2023-07-31
001	2021-01-01	MR. HARRY LEVY	2022-10-13
001	2020-01-01	MR. HARRY LEVY	2021-10-12
001	2019-01-01	MR. HARRY LEVY	2020-10-05
001	2018-01-01	JEFFREY A LEE	2019-10-15
001	2017-01-01
001	2017-01-01	JEFFREY A LEE	2019-12-17
001	2016-01-01
001	2016-01-01	JEFFREY A LEE	2019-12-17
001	2015-01-01
001	2014-01-01	JEFFREY A LEE	2015-05-20
001	2013-01-01	JEFFREY A LEE	2014-06-20
001	2012-01-01	JEFFREY A LEE	2013-07-15
001	2011-01-01	JEFFREY A. LEE	2012-04-23
001	2010-01-01	JEFFREY A. LEE	2011-06-15

Plan Statistics for SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING PLAN

401k plan membership statisitcs for SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING PLAN

Measure Date Value
2018: SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 18
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 10
Total of all active and inactive participants 2018-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 29
Number of participants with account balances 2018-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 19
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 12
Total of all active and inactive participants 2017-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 33
Number of participants with account balances 2017-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 20
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 30
Number of participants with account balances 2016-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 21
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 13
Total of all active and inactive participants 2015-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 34
Number of participants with account balances 2015-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2

Measure	Date	Value
2018: SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	18
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	10
Total of all active and inactive participants	2018-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	29
Number of participants with account balances	2018-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	19
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	12
Total of all active and inactive participants	2017-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	33
Number of participants with account balances	2017-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	20
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	30
Number of participants with account balances	2016-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	21
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	13
Total of all active and inactive participants	2015-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	34
Number of participants with account balances	2015-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2

Financial Data on SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING PLAN

Measure	Date	Value
2018 : SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-104,064
Expenses. Total of all expenses incurred	2018-12-31	$126,086
Benefits paid (including direct rollovers)	2018-12-31	$106,518
Total plan assets at end of year	2018-12-31	$3,430,937
Total plan assets at beginning of year	2018-12-31	$3,661,087
Value of fidelity bond covering the plan	2018-12-31	$366,109
Total contributions received or receivable from participants	2018-12-31	$99,757
Other income received	2018-12-31	$-235,470
Net income (gross income less expenses)	2018-12-31	$-230,150
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,430,937
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,661,087
Assets. Value of participant loans	2018-12-31	$55,277
Total contributions received or receivable from employer(s)	2018-12-31	$31,649
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$19,568
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$634,740
Expenses. Total of all expenses incurred	2017-12-31	$360,872
Benefits paid (including direct rollovers)	2017-12-31	$341,633
Total plan assets at end of year	2017-12-31	$3,669,585
Total plan assets at beginning of year	2017-12-31	$3,395,717
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$90,718
Other income received	2017-12-31	$512,584
Net income (gross income less expenses)	2017-12-31	$273,868
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,669,585
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,395,717
Assets. Value of participant loans	2017-12-31	$63,954
Total contributions received or receivable from employer(s)	2017-12-31	$31,438
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$19,239
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$376,369
Expenses. Total of all expenses incurred	2016-12-31	$123,742
Benefits paid (including direct rollovers)	2016-12-31	$106,204
Total plan assets at end of year	2016-12-31	$3,395,717
Total plan assets at beginning of year	2016-12-31	$3,143,090
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$90,032
Other income received	2016-12-31	$253,477
Net income (gross income less expenses)	2016-12-31	$252,627
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,395,717
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,143,090
Assets. Value of participant loans	2016-12-31	$32,603
Total contributions received or receivable from employer(s)	2016-12-31	$32,860
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$17,538
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$127,367
Expenses. Total of all expenses incurred	2015-12-31	$381,743
Benefits paid (including direct rollovers)	2015-12-31	$377,536
Total plan assets at end of year	2015-12-31	$3,143,090
Total plan assets at beginning of year	2015-12-31	$3,397,466
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$114,575
Other income received	2015-12-31	$-22,441
Net income (gross income less expenses)	2015-12-31	$-254,376
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,143,090
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,397,466
Assets. Value of participant loans	2015-12-31	$62,837
Total contributions received or receivable from employer(s)	2015-12-31	$35,233
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$4,207
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING PLAN

2018: SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SHUMAKER WILLIAMS, P.C. DEFERRED PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SHUMAKER WILLIAMS, P.C.
Employer identification number (EIN):	232013661
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers