401k Plan data: SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN plan

SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN
Plan identification number	002

SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT 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.
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.
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.

401k Sponsoring company profile

SCHUNEMAN EQUIPMENT CO. has sponsored the creation of one or more 401k plans.

Company Name: SCHUNEMAN EQUIPMENT CO.

Employer identification number (EIN): 272683721

NAIC Classification: 441228
NAIC Description: Motorcycle, ATV, and All Other Motor Vehicle Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01
002 2016-01-01 THOMAS SCHUNEMAN
002 2015-01-01 MELANIE WIEGERT
002 2014-01-01 MELANIE WIEGERT
002 2013-01-01 WILLIAM SCHUNEMAN
002 2012-01-01 WILLIAM SCHUNEMAN WILLIAM SCHUNEMAN 2013-07-30
002 2011-01-01 WILLIAM SCHUNEMAN 2012-07-19 WILLIAM SCHUNEMAN 2012-07-19
002 2010-01-01 WILLIAM SCHUNEMAN 2011-07-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2017-01-01
002	2016-01-01	THOMAS SCHUNEMAN
002	2015-01-01	MELANIE WIEGERT
002	2014-01-01	MELANIE WIEGERT
002	2013-01-01	WILLIAM SCHUNEMAN
002	2012-01-01	WILLIAM SCHUNEMAN		WILLIAM SCHUNEMAN	2013-07-30
002	2011-01-01	WILLIAM SCHUNEMAN	2012-07-19	WILLIAM SCHUNEMAN	2012-07-19
002	2010-01-01	WILLIAM SCHUNEMAN	2011-07-15

Plan Statistics for SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN

Measure Date Value
2017: SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 168
Number of retired or separated participants receiving benefits 2016-01-01 7
Number of other retired or separated participants entitled to future benefits 2016-01-01 21
Total of all active and inactive participants 2016-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 196
Number of participants with account balances 2016-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 167
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 18
Total of all active and inactive participants 2015-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 189
Number of participants with account balances 2015-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 179
Number of retired or separated participants receiving benefits 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 16
Total of all active and inactive participants 2014-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 198
Number of participants with account balances 2014-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 184
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 24
Total of all active and inactive participants 2013-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 211
Number of participants with account balances 2013-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 131
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 21
Total of all active and inactive participants 2012-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 152
Number of participants with account balances 2012-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2017: SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	168
Number of retired or separated participants receiving benefits	2016-01-01	7
Number of other retired or separated participants entitled to future benefits	2016-01-01	21
Total of all active and inactive participants	2016-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	196
Number of participants with account balances	2016-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	167
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	18
Total of all active and inactive participants	2015-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	189
Number of participants with account balances	2015-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	179
Number of retired or separated participants receiving benefits	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	16
Total of all active and inactive participants	2014-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	198
Number of participants with account balances	2014-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	184
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	24
Total of all active and inactive participants	2013-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	211
Number of participants with account balances	2013-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	131
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	21
Total of all active and inactive participants	2012-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	152
Number of participants with account balances	2012-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN

Measure	Date	Value
2017 : SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$6,011
Total income from all sources (including contributions)	2017-12-31	$1,221,164
Total loss/gain on sale of assets	2017-12-31	$745,837
Total of all expenses incurred	2017-12-31	$10,386,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$10,367,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$416,981
Value of total assets at end of year	2017-12-31	$0
Value of total assets at beginning of year	2017-12-31	$9,171,423
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$19,057
Total interest from all sources	2017-12-31	$1,259
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$57,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$57,087
Administrative expenses professional fees incurred	2017-12-31	$19,057
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$256,109
Participant contributions at beginning of year	2017-12-31	$65,066
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$6,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-9,165,412
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,165,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,603,654
Income. Interest from loans (other than to participants)	2017-12-31	$1,259
Value of interest in common/collective trusts at beginning of year	2017-12-31	$502,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$160,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$10,367,519
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	Yes
Aggregate proceeds on sale of assets	2017-12-31	$745,837
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DANA F COLE & COMPANY, LLP
Accountancy firm EIN	2017-12-31	470526649
2016 : SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$6,011
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$5,484
Total income from all sources (including contributions)	2016-12-31	$1,758,682
Total loss/gain on sale of assets	2016-12-31	$46,384
Total of all expenses incurred	2016-12-31	$589,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$565,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$995,502
Value of total assets at end of year	2016-12-31	$9,171,423
Value of total assets at beginning of year	2016-12-31	$8,001,765
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$24,472
Total interest from all sources	2016-12-31	$3,195
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$340,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$340,506
Administrative expenses professional fees incurred	2016-12-31	$24,472
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$542,675
Participant contributions at end of year	2016-12-31	$65,066
Participant contributions at beginning of year	2016-12-31	$59,581
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$100,402
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$6,011
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$5,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,169,131
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,165,412
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,996,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,603,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,699,762
Income. Interest from loans (other than to participants)	2016-12-31	$3,195
Value of interest in common/collective trusts at end of year	2016-12-31	$502,703
Value of interest in common/collective trusts at beginning of year	2016-12-31	$242,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$373,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$352,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$565,079
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$46,384
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DANA F COLE & COMPANY, LLP
Accountancy firm EIN	2016-12-31	470526649
2015 : SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$5,484
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$5,251
Total income from all sources (including contributions)	2015-12-31	$856,003
Total loss/gain on sale of assets	2015-12-31	$-2,100
Total of all expenses incurred	2015-12-31	$627,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$604,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$936,284
Value of total assets at end of year	2015-12-31	$8,001,765
Value of total assets at beginning of year	2015-12-31	$7,773,287
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$23,019
Total interest from all sources	2015-12-31	$1,892
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$397,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$397,498
Administrative expenses professional fees incurred	2015-12-31	$23,019
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$537,861
Participant contributions at end of year	2015-12-31	$59,581
Participant contributions at beginning of year	2015-12-31	$38,977
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$32,762
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$47,028
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$5,484
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$5,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$228,245
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,996,281
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,768,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,699,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,428,965
Income. Interest from loans (other than to participants)	2015-12-31	$1,892
Value of interest in common/collective trusts at end of year	2015-12-31	$242,422
Value of interest in common/collective trusts at beginning of year	2015-12-31	$258,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-477,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$365,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$604,739
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$-2,100
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	DANA F COLE & COMPANY, LLP
Accountancy firm EIN	2015-12-31	470526649
2014 : SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$5,251
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$4,658
Total income from all sources (including contributions)	2014-12-31	$1,656,832
Total loss/gain on sale of assets	2014-12-31	$21,884
Total of all expenses incurred	2014-12-31	$607,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$585,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,111,366
Value of total assets at end of year	2014-12-31	$7,773,287
Value of total assets at beginning of year	2014-12-31	$6,723,493
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$21,973
Total interest from all sources	2014-12-31	$1,839
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$447,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$447,894
Administrative expenses professional fees incurred	2014-12-31	$21,973
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$563,067
Participant contributions at end of year	2014-12-31	$38,977
Participant contributions at beginning of year	2014-12-31	$34,350
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$167,050
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$47,028
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$22,135
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$5,251
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$4,658
Total non interest bearing cash at beginning of year	2014-12-31	$-65,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,049,201
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,768,036
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,718,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,428,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,467,610
Interest on participant loans	2014-12-31	$1,839
Value of interest in common/collective trusts at end of year	2014-12-31	$258,317
Value of interest in common/collective trusts at beginning of year	2014-12-31	$264,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$73,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$381,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$585,658
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$21,884
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	DANA F COLE & COMPANY, LLP
Accountancy firm EIN	2014-12-31	470526649
2013 : SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$4,658
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$3,004
Total income from all sources (including contributions)	2013-12-31	$2,709,926
Total loss/gain on sale of assets	2013-12-31	$119,162
Total of all expenses incurred	2013-12-31	$505,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$487,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,429,681
Value of total assets at end of year	2013-12-31	$6,723,493
Value of total assets at beginning of year	2013-12-31	$4,517,734
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$17,850
Total interest from all sources	2013-12-31	$1,067
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$305,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$305,659
Administrative expenses professional fees incurred	2013-12-31	$17,850
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$564,403
Participant contributions at end of year	2013-12-31	$34,350
Participant contributions at beginning of year	2013-12-31	$28,568
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$488,922
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$22,135
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$31,012
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$4,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$3,004
Total non interest bearing cash at end of year	2013-12-31	$-65,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,204,105
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,718,835
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,514,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$6,467,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,380,643
Interest on participant loans	2013-12-31	$1,067
Value of interest in common/collective trusts at end of year	2013-12-31	$264,398
Value of interest in common/collective trusts at beginning of year	2013-12-31	$77,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$854,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$376,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$487,971
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$119,162
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DANA F COLE & COMPANY, LLP
Accountancy firm EIN	2013-12-31	470526649
2012 : SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$3,004
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$2,830
Total income from all sources (including contributions)	2012-12-31	$1,087,329
Total loss/gain on sale of assets	2012-12-31	$6,035
Total of all expenses incurred	2012-12-31	$101,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$89,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$589,410
Value of total assets at end of year	2012-12-31	$4,517,734
Value of total assets at beginning of year	2012-12-31	$3,531,315
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$11,841
Total interest from all sources	2012-12-31	$703
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$121,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$121,334
Administrative expenses professional fees incurred	2012-12-31	$11,841
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$367,225
Participant contributions at end of year	2012-12-31	$28,568
Participant contributions at beginning of year	2012-12-31	$25,326
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$31,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$11,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$3,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$2,830
Total non interest bearing cash at beginning of year	2012-12-31	$49,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$986,245
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,514,730
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,528,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,380,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,385,464
Interest on participant loans	2012-12-31	$703
Value of interest in common/collective trusts at end of year	2012-12-31	$77,511
Value of interest in common/collective trusts at beginning of year	2012-12-31	$59,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$369,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$222,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$89,243
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$6,035
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	DANA F COLE & COMPANY, LLP
Accountancy firm EIN	2012-12-31	470526649

Form 5500 Responses for SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN

2017: SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT 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

Potentially related plans

SCHUNEMAN EQUIPMENT CO. 401(K) RETIREMENT PLAN [EIN = 460351006]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SCHUNEMAN EQUIPMENT CO.
Employer identification number (EIN):	272683721
NAIC Classification:	441228
NAIC Description:	Motorcycle, ATV, and All Other Motor Vehicle Dealers