401k Plan data: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN plan

HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number	001

HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HENKLE-SCHUELER & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: HENKLE-SCHUELER & ASSOCIATES, INC.

Employer identification number (EIN): 310717030

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Additional information about HENKLE-SCHUELER & ASSOCIATES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1965-12-17

Company Identification Number: 346161

Legal Registered Office Address: 3000 G HENKLE DR
-
LEBANON
United States of America (USA)
45036

More information about HENKLE-SCHUELER & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MICHAEL T. SCHUELER 2024-04-18
001 2022-01-01 MICHAEL T. SCHUELER 2023-04-21
001 2021-01-01 MICHAEL T. SCHUELER 2022-04-06
001 2020-01-01 MICHAEL T. SCHUELER 2021-06-23
001 2019-01-01 DUANE KELLER 2020-06-25
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 THEODORE GILBERT
001 2013-01-01 THEODORE GILBERT
001 2012-01-01 THEODORE GILBERT
001 2011-01-01 THEODORE GILBERT
001 2010-01-01 THEODORE GILBERT
001 2009-01-01 THEODORE GILBERT MICHAEL T SCHUELER 2010-08-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MICHAEL T. SCHUELER	2024-04-18
001	2022-01-01	MICHAEL T. SCHUELER	2023-04-21
001	2021-01-01	MICHAEL T. SCHUELER	2022-04-06
001	2020-01-01	MICHAEL T. SCHUELER	2021-06-23
001	2019-01-01	DUANE KELLER	2020-06-25
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	THEODORE GILBERT
001	2013-01-01	THEODORE GILBERT
001	2012-01-01	THEODORE GILBERT
001	2011-01-01	THEODORE GILBERT
001	2010-01-01	THEODORE GILBERT
001	2009-01-01	THEODORE GILBERT		MICHAEL T SCHUELER	2010-08-30

Plan Statistics for HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2023: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 38
Number of retired or separated participants receiving benefits 2023-01-01 3
Number of other retired or separated participants entitled to future benefits 2023-01-01 14
Total of all active and inactive participants 2023-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 55
Number of participants with account balances 2023-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 38
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 13
Total of all active and inactive participants 2022-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 54
Number of participants with account balances 2022-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 37
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 10
Total of all active and inactive participants 2021-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 52
Number of participants with account balances 2021-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 36
Number of retired or separated participants receiving benefits 2020-01-01 8
Number of other retired or separated participants entitled to future benefits 2020-01-01 15
Total of all active and inactive participants 2020-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 59
Number of participants with account balances 2020-01-01 57
2019: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 40
Number of retired or separated participants receiving benefits 2019-01-01 9
Number of other retired or separated participants entitled to future benefits 2019-01-01 14
Total of all active and inactive participants 2019-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 63
Number of participants with account balances 2019-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 44
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 16
Total of all active and inactive participants 2018-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 64
Number of participants with account balances 2018-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 40
Number of retired or separated participants receiving benefits 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 14
Total of all active and inactive participants 2017-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 58
Number of participants with account balances 2017-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 40
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 56
Number of participants with account balances 2016-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 38
Number of retired or separated participants receiving benefits 2015-01-01 7
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 55
Number of participants with account balances 2015-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 39
Number of retired or separated participants receiving benefits 2014-01-01 10
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 58
Number of participants with account balances 2014-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 32
Number of retired or separated participants receiving benefits 2013-01-01 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 13
Total of all active and inactive participants 2013-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 51
Number of participants with account balances 2013-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 34
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 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 55
Number of participants with account balances 2012-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 37
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 24
Total of all active and inactive participants 2011-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 61
Number of participants with account balances 2011-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2010: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 40
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 20
Total of all active and inactive participants 2010-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 60
Number of participants with account balances 2010-01-01 60
2009: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 41
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 25
Total of all active and inactive participants 2009-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 66
Number of participants with account balances 2009-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2023: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	38
Number of retired or separated participants receiving benefits	2023-01-01	3
Number of other retired or separated participants entitled to future benefits	2023-01-01	14
Total of all active and inactive participants	2023-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	55
Number of participants with account balances	2023-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	38
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	13
Total of all active and inactive participants	2022-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	54
Number of participants with account balances	2022-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	37
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	10
Total of all active and inactive participants	2021-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	52
Number of participants with account balances	2021-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	36
Number of retired or separated participants receiving benefits	2020-01-01	8
Number of other retired or separated participants entitled to future benefits	2020-01-01	15
Total of all active and inactive participants	2020-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	59
Number of participants with account balances	2020-01-01	57
2019: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	40
Number of retired or separated participants receiving benefits	2019-01-01	9
Number of other retired or separated participants entitled to future benefits	2019-01-01	14
Total of all active and inactive participants	2019-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	63
Number of participants with account balances	2019-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	44
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	16
Total of all active and inactive participants	2018-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	64
Number of participants with account balances	2018-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	40
Number of retired or separated participants receiving benefits	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	14
Total of all active and inactive participants	2017-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	58
Number of participants with account balances	2017-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	40
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	56
Number of participants with account balances	2016-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	38
Number of retired or separated participants receiving benefits	2015-01-01	7
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	55
Number of participants with account balances	2015-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	39
Number of retired or separated participants receiving benefits	2014-01-01	10
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	58
Number of participants with account balances	2014-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	32
Number of retired or separated participants receiving benefits	2013-01-01	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	13
Total of all active and inactive participants	2013-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	51
Number of participants with account balances	2013-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	34
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	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	55
Number of participants with account balances	2012-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	37
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	24
Total of all active and inactive participants	2011-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	61
Number of participants with account balances	2011-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2010: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	40
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	20
Total of all active and inactive participants	2010-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	60
Number of participants with account balances	2010-01-01	60
2009: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	41
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	25
Total of all active and inactive participants	2009-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	66
Number of participants with account balances	2009-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN

Measure	Date	Value
2023 : HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$1,900,090
Expenses. Total of all expenses incurred	2023-12-31	$400,324
Benefits paid (including direct rollovers)	2023-12-31	$385,678
Total plan assets at end of year	2023-12-31	$10,447,415
Total plan assets at beginning of year	2023-12-31	$8,947,649
Value of fidelity bond covering the plan	2023-12-31	$1,500,000
Total contributions received or receivable from participants	2023-12-31	$243,308
Assets. Value of loans (other than to participants)	2023-12-31	$207,004
Other income received	2023-12-31	$1,527,251
Net income (gross income less expenses)	2023-12-31	$1,499,766
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$10,447,415
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$8,947,649
Assets. Value of real-estate (other than employer real property)	2023-12-31	$975,000
Total contributions received or receivable from employer(s)	2023-12-31	$129,531
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$14,646
2022 : HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-887,764
Expenses. Total of all expenses incurred	2022-12-31	$250,229
Benefits paid (including direct rollovers)	2022-12-31	$235,437
Total plan assets at end of year	2022-12-31	$8,947,649
Total plan assets at beginning of year	2022-12-31	$10,085,642
Value of fidelity bond covering the plan	2022-12-31	$1,500,000
Total contributions received or receivable from participants	2022-12-31	$193,238
Assets. Value of loans (other than to participants)	2022-12-31	$236,777
Other income received	2022-12-31	$-1,194,384
Net income (gross income less expenses)	2022-12-31	$-1,137,993
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$8,947,649
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$10,085,642
Assets. Value of real-estate (other than employer real property)	2022-12-31	$975,000
Total contributions received or receivable from employer(s)	2022-12-31	$113,382
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$14,792
2021 : HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,996,015
Expenses. Total of all expenses incurred	2021-12-31	$764,417
Benefits paid (including direct rollovers)	2021-12-31	$747,274
Total plan assets at end of year	2021-12-31	$10,085,642
Total plan assets at beginning of year	2021-12-31	$8,854,044
Value of fidelity bond covering the plan	2021-12-31	$1,500,000
Total contributions received or receivable from participants	2021-12-31	$197,247
Assets. Value of loans (other than to participants)	2021-12-31	$263,728
Contributions received from other sources (not participants or employers)	2021-12-31	$62,952
Other income received	2021-12-31	$1,626,664
Net income (gross income less expenses)	2021-12-31	$1,231,598
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$10,085,642
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$8,854,044
Assets. Value of real-estate (other than employer real property)	2021-12-31	$755,000
Total contributions received or receivable from employer(s)	2021-12-31	$109,152
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$17,143
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,057,374
Expenses. Total of all expenses incurred	2020-12-31	$290,004
Benefits paid (including direct rollovers)	2020-12-31	$277,178
Total plan assets at end of year	2020-12-31	$8,854,044
Total plan assets at beginning of year	2020-12-31	$8,086,674
Value of fidelity bond covering the plan	2020-12-31	$1,500,000
Total contributions received or receivable from participants	2020-12-31	$181,759
Other income received	2020-12-31	$771,839
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$767,370
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$8,854,044
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$8,086,674
Assets. Value of real-estate (other than employer real property)	2020-12-31	$755,000
Total contributions received or receivable from employer(s)	2020-12-31	$103,776
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$12,826
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,694,670
Expenses. Total of all expenses incurred	2019-12-31	$592,961
Benefits paid (including direct rollovers)	2019-12-31	$577,424
Total plan assets at end of year	2019-12-31	$8,086,674
Total plan assets at beginning of year	2019-12-31	$6,984,965
Value of fidelity bond covering the plan	2019-12-31	$1,500,000
Total contributions received or receivable from participants	2019-12-31	$173,830
Other income received	2019-12-31	$1,413,096
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,101,709
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$8,086,674
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,984,965
Assets. Value of real-estate (other than employer real property)	2019-12-31	$755,000
Total contributions received or receivable from employer(s)	2019-12-31	$107,744
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$15,537
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-539
Expenses. Total of all expenses incurred	2018-12-31	$283,169
Benefits paid (including direct rollovers)	2018-12-31	$271,028
Total plan assets at end of year	2018-12-31	$6,984,965
Total plan assets at beginning of year	2018-12-31	$7,268,673
Value of fidelity bond covering the plan	2018-12-31	$1,500,000
Total contributions received or receivable from participants	2018-12-31	$219,755
Other income received	2018-12-31	$-336,559
Net income (gross income less expenses)	2018-12-31	$-283,708
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,984,965
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,268,673
Assets. Value of real-estate (other than employer real property)	2018-12-31	$755,000
Total contributions received or receivable from employer(s)	2018-12-31	$116,265
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$12,141
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,205,670
Expenses. Total of all expenses incurred	2017-12-31	$494,425
Benefits paid (including direct rollovers)	2017-12-31	$482,021
Total plan assets at end of year	2017-12-31	$7,268,673
Total plan assets at beginning of year	2017-12-31	$6,557,428
Value of fidelity bond covering the plan	2017-12-31	$1,500,000
Total contributions received or receivable from participants	2017-12-31	$204,667
Other income received	2017-12-31	$894,376
Net income (gross income less expenses)	2017-12-31	$711,245
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,268,673
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,557,428
Assets. Value of real-estate (other than employer real property)	2017-12-31	$755,000
Total contributions received or receivable from employer(s)	2017-12-31	$106,627
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$12,404
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$751,565
Expenses. Total of all expenses incurred	2016-12-31	$277,582
Benefits paid (including direct rollovers)	2016-12-31	$258,940
Total plan assets at end of year	2016-12-31	$6,557,428
Total plan assets at beginning of year	2016-12-31	$6,083,445
Value of fidelity bond covering the plan	2016-12-31	$1,500,000
Total contributions received or receivable from participants	2016-12-31	$163,864
Expenses. Other expenses not covered elsewhere	2016-12-31	$17,254
Other income received	2016-12-31	$503,243
Net income (gross income less expenses)	2016-12-31	$473,983
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,557,428
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,083,445
Assets. Value of real-estate (other than employer real property)	2016-12-31	$755,000
Total contributions received or receivable from employer(s)	2016-12-31	$84,458
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,388
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$222,168
Expenses. Total of all expenses incurred	2015-12-31	$352,404
Benefits paid (including direct rollovers)	2015-12-31	$303,651
Total plan assets at end of year	2015-12-31	$6,083,445
Total plan assets at beginning of year	2015-12-31	$6,213,681
Value of fidelity bond covering the plan	2015-12-31	$1,500,000
Total contributions received or receivable from participants	2015-12-31	$158,331
Expenses. Other expenses not covered elsewhere	2015-12-31	$44,963
Other income received	2015-12-31	$-26,449
Net income (gross income less expenses)	2015-12-31	$-130,236
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,083,445
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,213,681
Assets. Value of real-estate (other than employer real property)	2015-12-31	$755,000
Total contributions received or receivable from employer(s)	2015-12-31	$90,286
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,790
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$624,437
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$870,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$859,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$200,447
Value of total assets at end of year	2014-12-31	$6,213,681
Value of total assets at beginning of year	2014-12-31	$6,459,441
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$10,739
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$423,990
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$423,990
Assets. Real estate other than employer real property at end of year	2014-12-31	$731,000
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$731,000
Administrative expenses professional fees incurred	2014-12-31	$10,739
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$750,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$120,757
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$73,370
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$44,482
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	$-245,760
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,213,681
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,459,441
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	$4,635,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,871,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$301,419
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$334,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$334,198
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	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$392,928
Assets. Invements in employer securities at beginning of year	2014-12-31	$405,078
Contributions received in cash from employer	2014-12-31	$79,690
Employer contributions (assets) at end of year	2014-12-31	$79,689
Employer contributions (assets) at beginning of year	2014-12-31	$73,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$859,458
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	CLARK SCHAEFER, HACKETT & CO.
Accountancy firm EIN	2014-12-31	310800053
2013 : HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,107,930
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$378,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$368,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$200,229
Value of total assets at end of year	2013-12-31	$6,459,441
Value of total assets at beginning of year	2013-12-31	$5,730,276
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$9,931
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$907,701
Total income from all sources	2013-12-31	$1,127,164
Expenses. Total of all expenses incurred	2013-12-31	$378,765
Benefits paid (including direct rollovers)	2013-12-31	$368,834
Total plan assets at end of year	2013-12-31	$6,459,440
Total plan assets at beginning of year	2013-12-31	$5,711,041
Value of fidelity bond covering the plan	2013-12-31	$750,000
Total contributions received or receivable from participants	2013-12-31	$127,061
Other income received	2013-12-31	$926,616
Net income (gross income less expenses)	2013-12-31	$748,399
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,459,440
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,711,041
Assets. Value of real-estate (other than employer real property)	2013-12-31	$731,000
Total contributions received or receivable from employer(s)	2013-12-31	$73,487
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$9,931
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$907,701
Assets. Real estate other than employer real property at end of year	2013-12-31	$731,000
Assets. Real estate other than employer real property at beginning of year	2013-12-31	$731,000
Administrative expenses professional fees incurred	2013-12-31	$9,931
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$750,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$126,742
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$44,482
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$39,192
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$12,132
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	$729,165
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,459,441
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,730,276
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	$4,871,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,778,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$334,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$682,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$682,895
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
Assets. Invements in employer securities at end of year	2013-12-31	$405,078
Assets. Invements in employer securities at beginning of year	2013-12-31	$416,077
Contributions received in cash from employer	2013-12-31	$73,487
Employer contributions (assets) at end of year	2013-12-31	$73,487
Employer contributions (assets) at beginning of year	2013-12-31	$70,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$368,834
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	CLARK SCHAEFER, HACKETT & CO.
Accountancy firm EIN	2013-12-31	310800053
2012 : HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$815,620
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$446,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$436,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$210,727
Value of total assets at end of year	2012-12-31	$5,730,276
Value of total assets at beginning of year	2012-12-31	$5,361,506
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$10,469
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$604,893
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$814,267
Expenses. Total of all expenses incurred	2012-12-31	$440,231
Benefits paid (including direct rollovers)	2012-12-31	$435,781
Total plan assets at end of year	2012-12-31	$5,711,041
Total plan assets at beginning of year	2012-12-31	$5,337,005
Value of fidelity bond covering the plan	2012-12-31	$750,000
Total contributions received or receivable from participants	2012-12-31	$139,765
Expenses. Other expenses not covered elsewhere	2012-12-31	$375
Other income received	2012-12-31	$603,540
Net income (gross income less expenses)	2012-12-31	$374,036
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,711,041
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,337,005
Assets. Value of real-estate (other than employer real property)	2012-12-31	$1,147,944
Total contributions received or receivable from employer(s)	2012-12-31	$70,962
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,075
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$604,893
Assets. Real estate other than employer real property at end of year	2012-12-31	$731,000
Assets. Real estate other than employer real property at beginning of year	2012-12-31	$731,000
Administrative expenses professional fees incurred	2012-12-31	$10,469
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$750,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$139,765
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$39,192
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$45,287
Total non interest bearing cash at end of year	2012-12-31	$12,132
Total non interest bearing cash at beginning of year	2012-12-31	$0
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	$368,770
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,730,276
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,361,506
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	$3,778,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,904,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$682,895
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$182,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$182,391
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
Assets. Invements in employer securities at end of year	2012-12-31	$416,077
Assets. Invements in employer securities at beginning of year	2012-12-31	$426,033
Contributions received in cash from employer	2012-12-31	$70,962
Employer contributions (assets) at end of year	2012-12-31	$70,962
Employer contributions (assets) at beginning of year	2012-12-31	$72,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$436,381
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	CLARK SCHAEFER, HACKETT & CO.
Accountancy firm EIN	2012-12-31	310800053
2011 : HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$195,621
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$604,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$601,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$219,630
Value of total assets at end of year	2011-12-31	$5,361,506
Value of total assets at beginning of year	2011-12-31	$5,770,164
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,745
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$-24,009
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$203,296
Expenses. Total of all expenses incurred	2011-12-31	$600,262
Benefits paid (including direct rollovers)	2011-12-31	$598,534
Total plan assets at end of year	2011-12-31	$5,337,005
Total plan assets at beginning of year	2011-12-31	$5,733,971
Value of fidelity bond covering the plan	2011-12-31	$750,000
Total contributions received or receivable from participants	2011-12-31	$123,064
Contributions received from other sources (not participants or employers)	2011-12-31	$24,155
Other income received	2011-12-31	$-16,334
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-396,966
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,337,005
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,733,971
Assets. Value of real-estate (other than employer real property)	2011-12-31	$731,000
Total contributions received or receivable from employer(s)	2011-12-31	$72,411
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,728
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$-24,009
Assets. Real estate other than employer real property at end of year	2011-12-31	$731,000
Assets. Real estate other than employer real property at beginning of year	2011-12-31	$731,000
Administrative expenses professional fees incurred	2011-12-31	$2,745
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$750,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$123,064
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$45,287
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$62,238
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$24,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-408,658
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,361,506
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,770,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,904,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,305,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$182,391
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$153,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$153,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$426,033
Assets. Invements in employer securities at beginning of year	2011-12-31	$435,045
Contributions received in cash from employer	2011-12-31	$72,411
Employer contributions (assets) at end of year	2011-12-31	$72,411
Employer contributions (assets) at beginning of year	2011-12-31	$82,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$601,534
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	CLARK SCHAEFER, HACKETT & CO.
Accountancy firm EIN	2011-12-31	310800053
2010 : HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$689,915
Expenses. Total of all expenses incurred	2010-12-31	$811,770
Benefits paid (including direct rollovers)	2010-12-31	$810,500
Total plan assets at end of year	2010-12-31	$5,733,971
Total plan assets at beginning of year	2010-12-31	$5,855,826
Value of fidelity bond covering the plan	2010-12-31	$750,000
Total contributions received or receivable from participants	2010-12-31	$133,770
Other income received	2010-12-31	$473,517
Net income (gross income less expenses)	2010-12-31	$-121,855
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,733,971
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,855,826
Assets. Value of real-estate (other than employer real property)	2010-12-31	$731,000
Total contributions received or receivable from employer(s)	2010-12-31	$82,628
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,270
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN

2023: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING 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	No
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: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING 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: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING 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: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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
2010: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: HENKLE SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HENKLE-SCHUELER & ASSOCIATES, INC.
Employer identification number (EIN):	310717030
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1965-12-17
Company Identification Number:	346161
Legal Registered Office Address:	3000 G HENKLE DR - LEBANON United States of America (USA) 45036