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W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameW AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN
Plan identification number 001

W AND S SCHELL INVESTMENTS, INC. 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

W AND S SCHELL INVESTMENTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:W AND S SCHELL INVESTMENTS, INC.
Employer identification number (EIN):273608760
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Additional information about W AND S SCHELL INVESTMENTS, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2010-09-14
Company Identification Number: C3320354
Legal Registered Office Address: 16182 Whitecap Lane

Huntington Beach
United States of America (USA)
92649

More information about W AND S SCHELL INVESTMENTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-10-01
0012017-10-01
0012016-10-01WAYNE SCHELL WAYNE SCHELL2018-02-13
0012015-10-01WAYNE SCHELL WAYNE SCHELL2017-05-22
0012014-10-01WAYNE SCHELL WAYNE SCHELL2016-07-16
0012013-10-01WAYNE SCHELL WAYNE SCHELL2014-10-27
0012012-10-01WAYNE SCHELL WAYNE SCHELL2013-10-28
0012011-10-01WAYNE SCHELL WAYNE SCHELL2012-10-22

Plan Statistics for W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN

Measure Date Value
2018: W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-012
Total number of active participants reported on line 7a of the Form 55002018-10-010
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-010
Total of all active and inactive participants2018-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-010
Number of participants with account balances2018-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-012
Total number of active participants reported on line 7a of the Form 55002017-10-012
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-012
Number of participants with account balances2017-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-012
Total number of active participants reported on line 7a of the Form 55002016-10-012
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-012
Number of participants with account balances2016-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-012
Total number of active participants reported on line 7a of the Form 55002015-10-012
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-012
Number of participants with account balances2015-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-012
Total number of active participants reported on line 7a of the Form 55002014-10-012
Total of all active and inactive participants2014-10-012
Total participants2014-10-012
Number of participants with account balances2014-10-012
2013: W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-012
Total number of active participants reported on line 7a of the Form 55002013-10-012
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-010
Total of all active and inactive participants2013-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-012
Number of participants with account balances2013-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-012
Total number of active participants reported on line 7a of the Form 55002012-10-012
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-010
Total of all active and inactive participants2012-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-012
Number of participants with account balances2012-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-012
Total number of active participants reported on line 7a of the Form 55002011-10-012
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-010
Total of all active and inactive participants2011-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-012
Number of participants with account balances2011-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010

Financial Data on W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN

Measure Date Value
2019 : W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-09-30$73,898
Expenses. Total of all expenses incurred2019-09-30$1,616,778
Benefits paid (including direct rollovers)2019-09-30$1,614,978
Total plan assets at end of year2019-09-30$0
Total plan assets at beginning of year2019-09-30$1,542,880
Expenses. Other expenses not covered elsewhere2019-09-30$1,800
Other income received2019-09-30$73,898
Net income (gross income less expenses)2019-09-30$-1,542,880
Net plan assets at end of year (total assets less liabilities)2019-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$1,542,880
Assets. Value of employer securities2019-09-30$0
2017 : W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-09-30$36,508
Expenses. Total of all expenses incurred2017-09-30$45,956
Benefits paid (including direct rollovers)2017-09-30$45,000
Total plan assets at end of year2017-09-30$1,554,818
Total plan assets at beginning of year2017-09-30$1,564,266
Value of fidelity bond covering the plan2017-09-30$165,000
Total contributions received or receivable from participants2017-09-30$0
Expenses. Other expenses not covered elsewhere2017-09-30$956
Contributions received from other sources (not participants or employers)2017-09-30$0
Other income received2017-09-30$36,508
Net income (gross income less expenses)2017-09-30$-9,448
Net plan assets at end of year (total assets less liabilities)2017-09-30$1,554,818
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$1,564,266
Assets. Value of employer securities2017-09-30$1,545,540
Total contributions received or receivable from employer(s)2017-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$0
2016 : W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-09-30$-5,968
Expenses. Total of all expenses incurred2016-09-30$45,970
Benefits paid (including direct rollovers)2016-09-30$45,000
Total plan assets at end of year2016-09-30$1,564,266
Total plan assets at beginning of year2016-09-30$1,616,204
Value of fidelity bond covering the plan2016-09-30$165,000
Total contributions received or receivable from participants2016-09-30$0
Expenses. Other expenses not covered elsewhere2016-09-30$970
Contributions received from other sources (not participants or employers)2016-09-30$0
Other income received2016-09-30$-5,968
Net income (gross income less expenses)2016-09-30$-51,938
Net plan assets at end of year (total assets less liabilities)2016-09-30$1,564,266
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$1,616,204
Assets. Value of employer securities2016-09-30$1,559,032
Total contributions received or receivable from employer(s)2016-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$0
2015 : W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-09-30$50,000
Expenses. Total of all expenses incurred2015-09-30$46,798
Benefits paid (including direct rollovers)2015-09-30$45,850
Total plan assets at end of year2015-09-30$1,616,204
Total plan assets at beginning of year2015-09-30$1,613,002
Value of fidelity bond covering the plan2015-09-30$165,000
Expenses. Other expenses not covered elsewhere2015-09-30$48
Other income received2015-09-30$50,000
Net income (gross income less expenses)2015-09-30$3,202
Net plan assets at end of year (total assets less liabilities)2015-09-30$1,616,204
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$1,613,002
Assets. Value of employer securities2015-09-30$1,610,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$900
2014 : W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-09-30$0
Total income from all sources2014-09-30$45,000
Expenses. Total of all expenses incurred2014-09-30$45,900
Benefits paid (including direct rollovers)2014-09-30$45,000
Total plan assets at end of year2014-09-30$1,613,002
Total plan assets at beginning of year2014-09-30$1,613,902
Value of fidelity bond covering the plan2014-09-30$165,000
Total contributions received or receivable from participants2014-09-30$0
Expenses. Other expenses not covered elsewhere2014-09-30$900
Contributions received from other sources (not participants or employers)2014-09-30$0
Other income received2014-09-30$45,000
Noncash contributions received2014-09-30$0
Net income (gross income less expenses)2014-09-30$-900
Net plan assets at end of year (total assets less liabilities)2014-09-30$1,613,002
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$1,613,902
Assets. Value of employer securities2014-09-30$1,610,000
Total contributions received or receivable from employer(s)2014-09-30$0
Value of certain deemed distributions of participant loans2014-09-30$0
Value of corrective distributions2014-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$0
2013 : W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-09-30$0
Total income from all sources2013-09-30$41,000
Expenses. Total of all expenses incurred2013-09-30$41,800
Benefits paid (including direct rollovers)2013-09-30$41,000
Total plan assets at end of year2013-09-30$1,613,902
Total plan assets at beginning of year2013-09-30$1,614,702
Value of fidelity bond covering the plan2013-09-30$165,000
Total contributions received or receivable from participants2013-09-30$0
Expenses. Other expenses not covered elsewhere2013-09-30$800
Contributions received from other sources (not participants or employers)2013-09-30$0
Other income received2013-09-30$41,000
Noncash contributions received2013-09-30$0
Net income (gross income less expenses)2013-09-30$-800
Net plan assets at end of year (total assets less liabilities)2013-09-30$1,613,902
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$1,614,702
Assets. Value of employer securities2013-09-30$1,610,000
Total contributions received or receivable from employer(s)2013-09-30$0
Value of certain deemed distributions of participant loans2013-09-30$0
Value of corrective distributions2013-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$0
2012 : W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-09-30$0
Total plan liabilities at end of year2012-09-30$0
Total plan liabilities at beginning of year2012-09-30$0
Total income from all sources2012-09-30$42,000
Expenses. Total of all expenses incurred2012-09-30$40,848
Benefits paid (including direct rollovers)2012-09-30$40,000
Total plan assets at end of year2012-09-30$1,614,702
Total plan assets at beginning of year2012-09-30$1,613,550
Total contributions received or receivable from participants2012-09-30$0
Expenses. Other expenses not covered elsewhere2012-09-30$0
Contributions received from other sources (not participants or employers)2012-09-30$0
Other income received2012-09-30$42,000
Noncash contributions received2012-09-30$0
Net income (gross income less expenses)2012-09-30$1,152
Net plan assets at end of year (total assets less liabilities)2012-09-30$1,614,702
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$1,613,550
Assets. Value of employer securities2012-09-30$1,610,000
Total contributions received or receivable from employer(s)2012-09-30$0
Value of certain deemed distributions of participant loans2012-09-30$0
Value of corrective distributions2012-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$848

Form 5500 Responses for W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN

2018: W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01This submission is the final filingYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: W AND S SCHELL INVESTMENTS, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes

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