401k Plan data: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN plan

SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan Name	SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN
Plan identification number	001

SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

SCHROEDER AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: SCHROEDER AGENCY, INC.

Employer identification number (EIN): 270981701

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about SCHROEDER AGENCY, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2009-09-24

Company Identification Number: 3859694

Legal Registered Office Address: 63 SEAWATCH TRAIL
Monroe
WEBSTER
United States of America (USA)
14580

More information about SCHROEDER AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JOE SCHROEDER
001 2017-01-01 JOE SCHROEDER
001 2016-01-01 JOE SCHROEDER
001 2015-01-01 JOE SCHROEDER
001 2014-01-01 JOE SCHROEDER
001 2013-01-01 JOE SCHROEDER
001 2012-01-01 JOE SCHROEDER
001 2011-01-01 JOE SCHROEDER

Plan Statistics for SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN

401k plan membership statisitcs for SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN

Measure Date Value
2022: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
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 0
Total of all active and inactive participants 2015-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 1
2012: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2022: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
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	0
Total of all active and inactive participants	2015-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	1
2012: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN

Measure	Date	Value
2022 : SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-2,874
Total plan assets at end of year	2022-12-31	$203,468
Total plan assets at beginning of year	2022-12-31	$206,342
Other income received	2022-12-31	$-2,874
Net income (gross income less expenses)	2022-12-31	$-2,874
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$203,468
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$206,342
Assets. Value of employer securities	2022-12-31	$203,468
2021 : SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2021 401k financial data
Total plan assets at end of year	2021-12-31	$206,342
Total plan assets at beginning of year	2021-12-31	$206,342
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$206,342
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$206,342
Assets. Value of employer securities	2021-12-31	$206,342
2020 : SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-2,299
Total plan assets at end of year	2020-12-31	$206,342
Total plan assets at beginning of year	2020-12-31	$208,641
Value of fidelity bond covering the plan	2020-12-31	$30,000
Other income received	2020-12-31	$-2,299
Net income (gross income less expenses)	2020-12-31	$-2,299
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$206,342
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$208,641
Assets. Value of employer securities	2020-12-31	$206,342
2019 : SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$2,299
Total plan assets at end of year	2019-12-31	$208,641
Total plan assets at beginning of year	2019-12-31	$206,342
Value of fidelity bond covering the plan	2019-12-31	$30,000
Other income received	2019-12-31	$2,299
Net income (gross income less expenses)	2019-12-31	$2,299
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$208,641
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$206,342
Assets. Value of employer securities	2019-12-31	$208,641
2018 : SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2018 401k financial data
Total plan assets at end of year	2018-12-31	$206,342
Total plan assets at beginning of year	2018-12-31	$206,342
Value of fidelity bond covering the plan	2018-12-31	$30,000
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$206,342
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$206,342
Assets. Value of employer securities	2018-12-31	$206,342
2017 : SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$4,212
Total plan assets at end of year	2017-12-31	$206,342
Total plan assets at beginning of year	2017-12-31	$202,130
Value of fidelity bond covering the plan	2017-12-31	$30,000
Other income received	2017-12-31	$4,212
Net income (gross income less expenses)	2017-12-31	$4,212
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$206,342
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$202,130
Assets. Value of employer securities	2017-12-31	$206,342
2016 : SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2016 401k financial data
Total plan assets at end of year	2016-12-31	$202,130
Total plan assets at beginning of year	2016-12-31	$202,130
Value of fidelity bond covering the plan	2016-12-31	$30,000
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$202,130
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$202,130
Assets. Value of employer securities	2016-12-31	$202,130
2015 : SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$202,130
Total plan assets at beginning of year	2015-12-31	$202,130
Value of fidelity bond covering the plan	2015-12-31	$30,000
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$202,130
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$202,130
Assets. Value of employer securities	2015-12-31	$202,130
2014 : SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$0
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$202,130
Total plan assets at beginning of year	2014-12-31	$202,130
Value of fidelity bond covering the plan	2014-12-31	$30,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$0
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$202,130
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$202,130
Assets. Value of employer securities	2014-12-31	$202,130
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2013 401k financial data
Total plan assets at end of year	2013-12-31	$202,130
Total plan assets at beginning of year	2013-12-31	$202,130
Value of fidelity bond covering the plan	2013-12-31	$30,000
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$202,130
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$202,130
Assets. Value of employer securities	2013-12-31	$202,130
2012 : SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$-19,390
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$202,130
Total plan assets at beginning of year	2012-12-31	$221,520
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Other income received	2012-12-31	$-19,390
Net income (gross income less expenses)	2012-12-31	$-19,390
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$202,130
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$221,520
Assets. Value of employer securities	2012-12-31	$202,130
2011 : SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-118,657
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$221,520
Total plan assets at beginning of year	2011-12-31	$340,177
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Other income received	2011-12-31	$-118,657
Net income (gross income less expenses)	2011-12-31	$-118,657
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$221,520
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$340,177
Assets. Value of employer securities	2011-12-31	$221,520

Form 5500 Responses for SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN

2022: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SCHROEDER AGENCY INC. PENSION TRANSFER TRUST PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SCHROEDER AGENCY, INC.
Employer identification number (EIN):	270981701
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2009-09-24
Company Identification Number:	3859694
Legal Registered Office Address:	63 SEAWATCH TRAIL Monroe WEBSTER United States of America (USA) 14580