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SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 401k Plan overview

Plan NameSCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN
Plan identification number 001

SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SCHNEIDER DOWNS & CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:SCHNEIDER DOWNS & CO., INC.
Employer identification number (EIN):251408703
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about SCHNEIDER DOWNS & CO., INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1993-03-15
Company Identification Number: 841088
Legal Registered Office Address: 41 S. HIGH STREET - #2100
-
COLUMBUS
United States of America (USA)
43215

More information about SCHNEIDER DOWNS & CO., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JASON M. LUMPKIN JASON M. LUMPKIN2018-10-11
0012016-01-01KARL W. KUNKLE KARL W. KUNKLE2017-10-13
0012015-01-01KARL W. KUNKLE KARL W. KUNKLE2016-10-13
0012014-01-01KARL W. KUNKLE KARL W. KUNKLE2015-10-08
0012013-01-01KARL W. KUNKLE KARL W. KUNKLE2014-10-15
0012012-01-01KARL W. KUNKLE KARL W. KUNKLE2013-10-14
0012011-01-01KARL W. KUNKLE KARL W. KUNKLE2012-10-12
0012010-01-01KARL W. KUNKLE KARL W. KUNKLE2011-10-13
0012009-01-01KARL W. KUNKLE KARL W. KUNKLE2010-10-14

Plan Statistics for SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN

401k plan membership statisitcs for SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN

Measure Date Value
2022: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01771
Total number of active participants reported on line 7a of the Form 55002022-01-01515
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01346
Total of all active and inactive participants2022-01-01862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01863
Number of participants with account balances2022-01-01863
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0143
2021: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01723
Total number of active participants reported on line 7a of the Form 55002021-01-01477
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01291
Total of all active and inactive participants2021-01-01771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01771
Number of participants with account balances2021-01-01771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0142
2020: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01736
Total number of active participants reported on line 7a of the Form 55002020-01-01482
Number of retired or separated participants receiving benefits2020-01-0131
Number of other retired or separated participants entitled to future benefits2020-01-01228
Total of all active and inactive participants2020-01-01741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01741
Number of participants with account balances2020-01-01741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0123
2019: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01711
Total number of active participants reported on line 7a of the Form 55002019-01-01463
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01245
Total of all active and inactive participants2019-01-01713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01713
Number of participants with account balances2019-01-01710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0126
2018: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01663
Total number of active participants reported on line 7a of the Form 55002018-01-01448
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01258
Total of all active and inactive participants2018-01-01707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01707
Number of participants with account balances2018-01-01685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0131
2017: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01610
Total number of active participants reported on line 7a of the Form 55002017-01-01451
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-01204
Total of all active and inactive participants2017-01-01661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01661
Number of participants with account balances2017-01-01635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01532
Total number of active participants reported on line 7a of the Form 55002016-01-01422
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01188
Total of all active and inactive participants2016-01-01610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01610
Number of participants with account balances2016-01-01610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01516
Total number of active participants reported on line 7a of the Form 55002015-01-01372
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01160
Total of all active and inactive participants2015-01-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01532
Number of participants with account balances2015-01-01532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01519
Total number of active participants reported on line 7a of the Form 55002014-01-01353
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01163
Total of all active and inactive participants2014-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01516
Number of participants with account balances2014-01-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0125
2013: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01479
Total number of active participants reported on line 7a of the Form 55002013-01-01346
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01173
Total of all active and inactive participants2013-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01519
Number of participants with account balances2013-01-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01453
Total number of active participants reported on line 7a of the Form 55002012-01-01332
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01147
Total of all active and inactive participants2012-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01479
Number of participants with account balances2012-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01449
Total number of active participants reported on line 7a of the Form 55002011-01-01316
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01137
Total of all active and inactive participants2011-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01453
Number of participants with account balances2011-01-01453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0125
2010: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01459
Total number of active participants reported on line 7a of the Form 55002010-01-01321
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01128
Total of all active and inactive participants2010-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01449
Number of participants with account balances2010-01-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0146
2009: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01430
Total number of active participants reported on line 7a of the Form 55002009-01-01352
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01107
Total of all active and inactive participants2009-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01459
Number of participants with account balances2009-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN

Measure Date Value
2022 : SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-13,912,061
Total of all expenses incurred2022-12-31$8,537,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,531,645
Expenses. Certain deemed distributions of participant loans2022-12-31$4,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,840,103
Value of total assets at end of year2022-12-31$120,880,214
Value of total assets at beginning of year2022-12-31$143,329,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,167
Total interest from all sources2022-12-31$15,448
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,475,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,475,546
Administrative expenses professional fees incurred2022-12-31$1,167
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,894,359
Participant contributions at end of year2022-12-31$288,630
Participant contributions at beginning of year2022-12-31$316,775
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$632,084
Total non interest bearing cash at end of year2022-12-31$142,516
Total non interest bearing cash at beginning of year2022-12-31$90
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-22,449,643
Value of net assets at end of year (total assets less liabilities)2022-12-31$120,880,214
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$143,329,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$49,530,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$62,513,454
Interest on participant loans2022-12-31$15,448
Value of interest in common/collective trusts at end of year2022-12-31$67,604,872
Value of interest in common/collective trusts at beginning of year2022-12-31$77,746,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,353,434
Net investment gain or loss from common/collective trusts2022-12-31$-10,889,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,313,660
Employer contributions (assets) at end of year2022-12-31$3,313,660
Employer contributions (assets) at beginning of year2022-12-31$2,753,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,531,645
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2022-12-31231909723
2021 : SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$26,430,493
Total of all expenses incurred2021-12-31$3,458,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,365,865
Expenses. Certain deemed distributions of participant loans2021-12-31$90,136
Value of total corrective distributions2021-12-31$716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,450,832
Value of total assets at end of year2021-12-31$143,329,857
Value of total assets at beginning of year2021-12-31$120,357,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,398
Total interest from all sources2021-12-31$20,118
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,970,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,970,291
Administrative expenses professional fees incurred2021-12-31$1,398
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,601,223
Participant contributions at end of year2021-12-31$316,775
Participant contributions at beginning of year2021-12-31$444,296
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,096,420
Total non interest bearing cash at end of year2021-12-31$90
Total non interest bearing cash at beginning of year2021-12-31$153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$22,972,378
Value of net assets at end of year (total assets less liabilities)2021-12-31$143,329,857
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$120,357,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$62,513,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$51,269,624
Interest on participant loans2021-12-31$20,118
Value of interest in common/collective trusts at end of year2021-12-31$77,746,349
Value of interest in common/collective trusts at beginning of year2021-12-31$66,083,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,975,477
Net investment gain or loss from common/collective trusts2021-12-31$11,013,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,753,189
Employer contributions (assets) at end of year2021-12-31$2,753,189
Employer contributions (assets) at beginning of year2021-12-31$2,559,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,365,865
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2021-12-31231909723
2020 : SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$22,779,773
Total of all expenses incurred2020-12-31$2,627,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,600,202
Expenses. Certain deemed distributions of participant loans2020-12-31$25,713
Value of total corrective distributions2020-12-31$279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,879,929
Value of total assets at end of year2020-12-31$120,357,479
Value of total assets at beginning of year2020-12-31$100,204,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,005
Total interest from all sources2020-12-31$25,189
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,541,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,541,363
Administrative expenses professional fees incurred2020-12-31$1,005
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,243,519
Participant contributions at end of year2020-12-31$444,296
Participant contributions at beginning of year2020-12-31$453,904
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,076,415
Total non interest bearing cash at end of year2020-12-31$153
Total non interest bearing cash at beginning of year2020-12-31$46,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$20,152,574
Value of net assets at end of year (total assets less liabilities)2020-12-31$120,357,479
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$100,204,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$51,269,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$42,920,112
Interest on participant loans2020-12-31$25,189
Value of interest in common/collective trusts at end of year2020-12-31$66,083,411
Value of interest in common/collective trusts at beginning of year2020-12-31$54,760,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,559,041
Net investment gain or loss from common/collective trusts2020-12-31$7,774,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,559,995
Employer contributions (assets) at end of year2020-12-31$2,559,995
Employer contributions (assets) at beginning of year2020-12-31$2,024,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,600,202
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2020-12-31231909723
2019 : SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$23,998,011
Total of all expenses incurred2019-12-31$3,105,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,093,077
Expenses. Certain deemed distributions of participant loans2019-12-31$7,903
Value of total corrective distributions2019-12-31$2,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,746,102
Value of total assets at end of year2019-12-31$100,204,905
Value of total assets at beginning of year2019-12-31$79,312,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,232
Total interest from all sources2019-12-31$23,780
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,738,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,738,021
Administrative expenses professional fees incurred2019-12-31$2,232
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,954,669
Participant contributions at end of year2019-12-31$453,904
Participant contributions at beginning of year2019-12-31$418,972
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,767,145
Total non interest bearing cash at end of year2019-12-31$46,415
Total non interest bearing cash at beginning of year2019-12-31$118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$20,892,148
Value of net assets at end of year (total assets less liabilities)2019-12-31$100,204,905
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$79,312,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$42,920,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$40,781,963
Interest on participant loans2019-12-31$23,780
Value of interest in common/collective trusts at end of year2019-12-31$54,760,186
Value of interest in common/collective trusts at beginning of year2019-12-31$36,012,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,616,951
Net investment gain or loss from common/collective trusts2019-12-31$8,873,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,024,288
Employer contributions (assets) at end of year2019-12-31$2,024,288
Employer contributions (assets) at beginning of year2019-12-31$2,099,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,093,077
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2019-12-31231909723
2018 : SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$3,705,829
Total of all expenses incurred2018-12-31$2,383,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,323,736
Expenses. Certain deemed distributions of participant loans2018-12-31$49,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,799,117
Value of total assets at end of year2018-12-31$79,312,757
Value of total assets at beginning of year2018-12-31$77,990,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,583
Total interest from all sources2018-12-31$19,829
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,284,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,284,593
Administrative expenses professional fees incurred2018-12-31$10,583
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,752,523
Participant contributions at end of year2018-12-31$418,972
Participant contributions at beginning of year2018-12-31$340,084
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,946,893
Total non interest bearing cash at end of year2018-12-31$118
Total non interest bearing cash at beginning of year2018-12-31$192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,321,980
Value of net assets at end of year (total assets less liabilities)2018-12-31$79,312,757
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$77,990,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$40,781,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$71,190,995
Interest on participant loans2018-12-31$19,829
Value of interest in common/collective trusts at end of year2018-12-31$36,012,003
Value of interest in common/collective trusts at beginning of year2018-12-31$4,638,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,734,759
Net investment gain or loss from common/collective trusts2018-12-31$-2,662,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,099,701
Employer contributions (assets) at end of year2018-12-31$2,099,701
Employer contributions (assets) at beginning of year2018-12-31$1,820,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,323,736
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2018-12-31231909723
2017 : SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$16,909,682
Total of all expenses incurred2017-12-31$1,169,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,115,033
Expenses. Certain deemed distributions of participant loans2017-12-31$47,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,080,967
Value of total assets at end of year2017-12-31$77,990,777
Value of total assets at beginning of year2017-12-31$62,250,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,602
Total interest from all sources2017-12-31$14,562
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,132,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,132,520
Administrative expenses professional fees incurred2017-12-31$6,602
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,379,041
Participant contributions at end of year2017-12-31$340,084
Participant contributions at beginning of year2017-12-31$352,907
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$881,124
Total non interest bearing cash at end of year2017-12-31$192
Total non interest bearing cash at beginning of year2017-12-31$27,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$15,740,542
Value of net assets at end of year (total assets less liabilities)2017-12-31$77,990,777
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$62,250,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$71,190,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$56,487,134
Interest on participant loans2017-12-31$14,562
Value of interest in common/collective trusts at end of year2017-12-31$4,638,704
Value of interest in common/collective trusts at beginning of year2017-12-31$3,765,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,572,481
Net investment gain or loss from common/collective trusts2017-12-31$109,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,820,802
Employer contributions (assets) at end of year2017-12-31$1,820,802
Employer contributions (assets) at beginning of year2017-12-31$1,616,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,115,033
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2017-12-31231909723
2016 : SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$9,896,099
Total of all expenses incurred2016-12-31$974,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$899,062
Expenses. Certain deemed distributions of participant loans2016-12-31$74,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,664,908
Value of total assets at end of year2016-12-31$62,250,235
Value of total assets at beginning of year2016-12-31$53,328,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,583
Total interest from all sources2016-12-31$15,435
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,339,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,339,321
Administrative expenses professional fees incurred2016-12-31$1,583
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,930,519
Participant contributions at end of year2016-12-31$352,907
Participant contributions at beginning of year2016-12-31$355,625
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,117,747
Total non interest bearing cash at end of year2016-12-31$27,564
Total non interest bearing cash at beginning of year2016-12-31$2,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,921,275
Value of net assets at end of year (total assets less liabilities)2016-12-31$62,250,235
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$53,328,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$56,487,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$46,222,867
Interest on participant loans2016-12-31$15,435
Value of interest in common/collective trusts at end of year2016-12-31$3,765,988
Value of interest in common/collective trusts at beginning of year2016-12-31$5,255,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,769,926
Net investment gain or loss from common/collective trusts2016-12-31$106,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,616,642
Employer contributions (assets) at end of year2016-12-31$1,616,642
Employer contributions (assets) at beginning of year2016-12-31$1,492,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$899,062
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MCKONLY & ASBURY
Accountancy firm EIN2016-12-31231909723
2015 : SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$3,972,782
Total of all expenses incurred2015-12-31$2,936,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,880,107
Expenses. Certain deemed distributions of participant loans2015-12-31$54,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,488,632
Value of total assets at end of year2015-12-31$53,328,960
Value of total assets at beginning of year2015-12-31$52,292,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,302
Total interest from all sources2015-12-31$14,821
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,952,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,952,806
Administrative expenses professional fees incurred2015-12-31$2,302
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,647,623
Participant contributions at end of year2015-12-31$355,625
Participant contributions at beginning of year2015-12-31$411,675
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$348,962
Other income not declared elsewhere2015-12-31$-187,568
Total non interest bearing cash at end of year2015-12-31$2,568
Total non interest bearing cash at beginning of year2015-12-31$44,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,036,076
Value of net assets at end of year (total assets less liabilities)2015-12-31$53,328,960
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$52,292,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$46,222,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$43,892,156
Interest on participant loans2015-12-31$14,821
Value of interest in common/collective trusts at end of year2015-12-31$5,255,853
Value of interest in common/collective trusts at beginning of year2015-12-31$6,739,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,438,089
Net investment gain or loss from common/collective trusts2015-12-31$142,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,492,047
Employer contributions (assets) at end of year2015-12-31$1,492,047
Employer contributions (assets) at beginning of year2015-12-31$1,205,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,880,107
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MCKONLY & ASBURY
Accountancy firm EIN2015-12-31231909723
2014 : SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$5,817,813
Total of all expenses incurred2014-12-31$1,507,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,448,835
Expenses. Certain deemed distributions of participant loans2014-12-31$30,350
Value of total corrective distributions2014-12-31$20,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,626,431
Value of total assets at end of year2014-12-31$52,292,884
Value of total assets at beginning of year2014-12-31$47,982,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,822
Total interest from all sources2014-12-31$15,452
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,882,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,882,927
Administrative expenses professional fees incurred2014-12-31$7,822
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,314,523
Participant contributions at end of year2014-12-31$411,675
Participant contributions at beginning of year2014-12-31$400,483
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$106,823
Total non interest bearing cash at end of year2014-12-31$44,767
Total non interest bearing cash at beginning of year2014-12-31$33,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,310,801
Value of net assets at end of year (total assets less liabilities)2014-12-31$52,292,884
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$47,982,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$43,892,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$40,289,628
Interest on participant loans2014-12-31$15,452
Value of interest in common/collective trusts at end of year2014-12-31$6,739,201
Value of interest in common/collective trusts at beginning of year2014-12-31$6,012,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-32,715
Net investment gain or loss from common/collective trusts2014-12-31$325,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,205,085
Employer contributions (assets) at end of year2014-12-31$1,205,085
Employer contributions (assets) at beginning of year2014-12-31$1,246,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,448,835
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LABRIOLA NEIGHBORS, LLP
Accountancy firm EIN2014-12-31251860952
2013 : SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$10,465,964
Total of all expenses incurred2013-12-31$1,284,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,271,199
Expenses. Certain deemed distributions of participant loans2013-12-31$10,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,068,584
Value of total assets at end of year2013-12-31$47,982,083
Value of total assets at beginning of year2013-12-31$38,800,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,656
Total interest from all sources2013-12-31$15,764
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,090,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,090,563
Administrative expenses professional fees incurred2013-12-31$2,656
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,227,024
Participant contributions at end of year2013-12-31$400,483
Participant contributions at beginning of year2013-12-31$397,884
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$602,989
Total non interest bearing cash at end of year2013-12-31$33,339
Total non interest bearing cash at beginning of year2013-12-31$3,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,181,833
Value of net assets at end of year (total assets less liabilities)2013-12-31$47,982,083
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$38,800,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$40,289,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$33,000,130
Interest on participant loans2013-12-31$15,764
Value of interest in common/collective trusts at end of year2013-12-31$6,012,062
Value of interest in common/collective trusts at beginning of year2013-12-31$4,343,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,171,659
Net investment gain or loss from common/collective trusts2013-12-31$119,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,238,571
Employer contributions (assets) at end of year2013-12-31$1,246,571
Employer contributions (assets) at beginning of year2013-12-31$1,055,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,271,199
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LABRIOLA NEIGHBORS, LLP
Accountancy firm EIN2013-12-31251860952
2012 : SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$6,965,831
Total of all expenses incurred2012-12-31$731,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$702,439
Expenses. Certain deemed distributions of participant loans2012-12-31$26,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,257,342
Value of total assets at end of year2012-12-31$38,800,250
Value of total assets at beginning of year2012-12-31$32,565,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,692
Total interest from all sources2012-12-31$15,530
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$844,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$844,617
Administrative expenses professional fees incurred2012-12-31$2,692
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,100,404
Participant contributions at end of year2012-12-31$397,884
Participant contributions at beginning of year2012-12-31$348,199
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$101,032
Total non interest bearing cash at end of year2012-12-31$3,087
Total non interest bearing cash at beginning of year2012-12-31$547,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,234,277
Value of net assets at end of year (total assets less liabilities)2012-12-31$38,800,250
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$32,565,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$33,000,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$27,386,596
Interest on participant loans2012-12-31$15,530
Value of interest in common/collective trusts at end of year2012-12-31$4,343,243
Value of interest in common/collective trusts at beginning of year2012-12-31$3,312,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,782,387
Net investment gain or loss from common/collective trusts2012-12-31$65,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,055,906
Employer contributions (assets) at end of year2012-12-31$1,055,906
Employer contributions (assets) at beginning of year2012-12-31$970,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$702,439
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LABRIOLA NEIGHBORS, LLP
Accountancy firm EIN2012-12-31251860952
2011 : SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$3,157,512
Total of all expenses incurred2011-12-31$875,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$867,509
Expenses. Certain deemed distributions of participant loans2011-12-31$4,460
Value of total corrective distributions2011-12-31$292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,770,025
Value of total assets at end of year2011-12-31$32,565,973
Value of total assets at beginning of year2011-12-31$30,283,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,016
Total interest from all sources2011-12-31$15,959
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$932,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$932,476
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,969,374
Participant contributions at end of year2011-12-31$348,199
Participant contributions at beginning of year2011-12-31$356,452
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$829,654
Administrative expenses (other) incurred2011-12-31$3,016
Total non interest bearing cash at end of year2011-12-31$547,682
Total non interest bearing cash at beginning of year2011-12-31$4,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,282,235
Value of net assets at end of year (total assets less liabilities)2011-12-31$32,565,973
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$30,283,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$27,386,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$25,809,109
Interest on participant loans2011-12-31$15,959
Value of interest in common/collective trusts at end of year2011-12-31$3,312,499
Value of interest in common/collective trusts at beginning of year2011-12-31$3,135,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,633,283
Net investment gain or loss from common/collective trusts2011-12-31$72,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$970,997
Employer contributions (assets) at end of year2011-12-31$970,997
Employer contributions (assets) at beginning of year2011-12-31$977,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$867,509
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LABRIOLA NEIGHBORS, LLP
Accountancy firm EIN2011-12-31251860952
2010 : SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$7,808,135
Total of all expenses incurred2010-12-31$775,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$707,169
Expenses. Certain deemed distributions of participant loans2010-12-31$9,300
Value of total corrective distributions2010-12-31$54,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,162,345
Value of total assets at end of year2010-12-31$30,283,738
Value of total assets at beginning of year2010-12-31$23,250,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,630
Total interest from all sources2010-12-31$15,246
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$716,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$716,243
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,950,158
Participant contributions at end of year2010-12-31$356,452
Participant contributions at beginning of year2010-12-31$212,951
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,234,503
Administrative expenses (other) incurred2010-12-31$4,630
Total non interest bearing cash at end of year2010-12-31$4,799
Total non interest bearing cash at beginning of year2010-12-31$830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,032,951
Value of net assets at end of year (total assets less liabilities)2010-12-31$30,283,738
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,250,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$25,809,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,247,985
Interest on participant loans2010-12-31$15,246
Value of interest in common/collective trusts at end of year2010-12-31$3,135,694
Value of interest in common/collective trusts at beginning of year2010-12-31$2,172,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,847,917
Net investment gain or loss from common/collective trusts2010-12-31$66,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$977,684
Employer contributions (assets) at end of year2010-12-31$977,684
Employer contributions (assets) at beginning of year2010-12-31$617,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$707,169
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LABRIOLA NEIGHBORS. LLP
Accountancy firm EIN2010-12-31251860952

Form 5500 Responses for SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN

2022: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SCHNEIDER DOWNS & CO., INC. 401(K) SALARY REDUCTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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