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SCHULTHEIS ROOFING, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSCHULTHEIS ROOFING, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

SCHULTHEIS ROOFING, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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.

401k Sponsoring company profile

SCHULTHEIS ROOFING, INC. has sponsored the creation of one or more 401k plans.

Company Name:SCHULTHEIS ROOFING, INC.
Employer identification number (EIN):251653339
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHULTHEIS ROOFING, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-04-01
0012022-04-01
0012021-04-01
0012019-04-01
0012018-04-01
0012017-04-01
0012016-04-01
0012015-04-01
0012014-04-01
0012013-04-01
0012012-04-01
0012011-04-01
0012010-04-01
0012009-04-01
0012008-04-01
0012007-04-01
0012006-04-01JUDY SCHULTHEIS2023-01-11 JUDY SCHULTHEIS2023-01-11
0012005-04-01JUDY SCHULTHEIS2023-01-11 JUDY SCHULTHEIS2023-01-11
0012004-04-01JUDY SCHULTHEIS2023-01-11 JUDY SCHULTHEIS2023-01-11

Financial Data on SCHULTHEIS ROOFING, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : SCHULTHEIS ROOFING, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-01-0851270
Net assets as of the end of the plan year2025-01-081716740
Total assets as of the beginning of the plan year2025-01-081411506
Value of plan covered by a fidelity bond2025-01-0830000
Participant contributions to plan in this plan year2025-01-0887965
Other income to plan in this plan year2025-01-08207571
Plan net income in this plan year2025-01-08305234
Net assets as of the end of the plan year2025-01-081716740
Net assets as of the beginning of the plan year2025-01-081411506
Employer contributions to plan in this plan year2025-01-0860968
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-0813024
2023 : SCHULTHEIS ROOFING, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Net assets as of the end of the plan year2023-02-151006609
Total assets as of the beginning of the plan year2023-02-151006609
Other income to plan in this plan year2023-02-1514567
Plan net income in this plan year2023-02-1514567
Net assets as of the end of the plan year2023-02-151006609
Net assets as of the beginning of the plan year2023-02-151006609
2007 : SCHULTHEIS ROOFING, INC. 401(K) PROFIT SHARING PLAN 2007 401k financial data
Total plan assets at end of year2007-03-31$1,006,609
Total plan assets at beginning of year2007-03-31$1,006,609
Net plan assets at end of year (total assets less liabilities)2007-03-31$1,006,609
Net plan assets at beginning of year (total assets less liabilities)2007-03-31$1,006,609
2006 : SCHULTHEIS ROOFING, INC. 401(K) PROFIT SHARING PLAN 2006 401k financial data
Total plan assets at end of year2006-03-31$1,006,609
Total plan assets at beginning of year2006-03-31$1,006,609
Net plan assets at end of year (total assets less liabilities)2006-03-31$1,006,609
Net plan assets at beginning of year (total assets less liabilities)2006-03-31$1,006,609
2005 : SCHULTHEIS ROOFING, INC. 401(K) PROFIT SHARING PLAN 2005 401k financial data
Total income from all sources2005-03-31$1,006,609
Total plan assets at end of year2005-03-31$1,006,609
Total plan assets at beginning of year2005-03-31$0
Total contributions received or receivable from participants2005-03-31$0
Contributions received from other sources (not participants or employers)2005-03-31$1,006,609
Net income (gross income less expenses)2005-03-31$1,006,609
Net plan assets at end of year (total assets less liabilities)2005-03-31$1,006,609
Net plan assets at beginning of year (total assets less liabilities)2005-03-31$0
Total contributions received or receivable from employer(s)2005-03-31$0

Form 5500 Responses for SCHULTHEIS ROOFING, INC. 401(K) PROFIT SHARING PLAN

2006: SCHULTHEIS ROOFING, INC. 401(K) PROFIT SHARING PLAN 2006 form 5500 responses
2006-04-01Type of plan entitySingle employer plan
2006-04-01Submission has been amendedNo
2006-04-01This submission is the final filingNo
2006-04-01This return/report is a short plan year return/report (less than 12 months)No
2006-04-01Plan is a collectively bargained planNo
2006-04-01Plan funding arrangement – InsuranceYes
2006-04-01Plan funding arrangement – TrustYes
2006-04-01Plan benefit arrangement – InsuranceYes
2006-04-01Plan benefit arrangement - TrustYes
2005: SCHULTHEIS ROOFING, INC. 401(K) PROFIT SHARING PLAN 2005 form 5500 responses
2005-04-01Type of plan entitySingle employer plan
2005-04-01Submission has been amendedNo
2005-04-01This submission is the final filingNo
2005-04-01This return/report is a short plan year return/report (less than 12 months)No
2005-04-01Plan is a collectively bargained planNo
2005-04-01Plan funding arrangement – InsuranceYes
2005-04-01Plan funding arrangement – TrustYes
2005-04-01Plan benefit arrangement – InsuranceYes
2005-04-01Plan benefit arrangement - TrustYes
2004: SCHULTHEIS ROOFING, INC. 401(K) PROFIT SHARING PLAN 2004 form 5500 responses
2004-04-01Type of plan entitySingle employer plan
2004-04-01First time form 5500 has been submittedYes
2004-04-01Submission has been amendedNo
2004-04-01This submission is the final filingNo
2004-04-01This return/report is a short plan year return/report (less than 12 months)No
2004-04-01Plan is a collectively bargained planNo
2004-04-01Plan funding arrangement – InsuranceYes
2004-04-01Plan funding arrangement – TrustYes
2004-04-01Plan benefit arrangement – InsuranceYes
2004-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451079
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451079
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451079
Policy instance 1

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