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SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameSCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN
Plan identification number 001

SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

SCHUMACHER ELECTRIC CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:SCHUMACHER ELECTRIC CORPORATION
Employer identification number (EIN):362093003
NAIC Classification:335900

Additional information about SCHUMACHER ELECTRIC CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2018-03-02
Company Identification Number: 0802952290
Legal Registered Office Address: 14200 FAA BLVD

FORT WORTH
United States of America (USA)
76155

More information about SCHUMACHER ELECTRIC CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DANIEL J. FRANO
0012016-01-01DANIEL J. FRANO
0012015-01-01DANIEL J. FRANO
0012014-01-01DANIEL J. FRANO
0012013-01-01DANIEL J. FRANO
0012012-01-01DANIEL J. FRANO
0012011-01-01DANIEL J. FRANO
0012009-01-01DANIEL J. FRANO

Plan Statistics for SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN

Measure Date Value
2023: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01192
Total number of active participants reported on line 7a of the Form 55002023-01-01114
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0183
Total of all active and inactive participants2023-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01197
Number of participants with account balances2023-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01208
Total number of active participants reported on line 7a of the Form 55002022-01-01113
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0172
Total of all active and inactive participants2022-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01185
Number of participants with account balances2022-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01182
Total number of active participants reported on line 7a of the Form 55002021-01-01119
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0188
Total of all active and inactive participants2021-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01208
Number of participants with account balances2021-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01185
Total number of active participants reported on line 7a of the Form 55002020-01-01115
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0167
Total of all active and inactive participants2020-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01182
Number of participants with account balances2020-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01189
Total number of active participants reported on line 7a of the Form 55002019-01-01120
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0165
Total of all active and inactive participants2019-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01185
Number of participants with account balances2019-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01179
Total number of active participants reported on line 7a of the Form 55002018-01-01138
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0151
Total of all active and inactive participants2018-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01189
Number of participants with account balances2018-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01176
Total number of active participants reported on line 7a of the Form 55002017-01-01135
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0144
Total of all active and inactive participants2017-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01179
Number of participants with account balances2017-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01182
Total number of active participants reported on line 7a of the Form 55002016-01-01136
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01175
Number of participants with account balances2016-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01159
Total number of active participants reported on line 7a of the Form 55002015-01-01149
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0133
Total of all active and inactive participants2015-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01182
Number of participants with account balances2015-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01195
Total number of active participants reported on line 7a of the Form 55002014-01-01136
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01159
Number of participants with account balances2014-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01208
Total number of active participants reported on line 7a of the Form 55002013-01-01124
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0171
Total of all active and inactive participants2013-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01195
Number of participants with account balances2013-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01192
Total number of active participants reported on line 7a of the Form 55002012-01-01135
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0173
Total of all active and inactive participants2012-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01208
Number of participants with account balances2012-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01197
Total number of active participants reported on line 7a of the Form 55002011-01-01120
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0172
Total of all active and inactive participants2011-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01192
Number of participants with account balances2011-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01178
Total number of active participants reported on line 7a of the Form 55002009-01-01122
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0166
Total of all active and inactive participants2009-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01188
Number of participants with account balances2009-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN

Measure Date Value
2023 : SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$6,657
Total income from all sources (including contributions)2023-12-31$3,123,677
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,808,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,754,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,297,394
Value of total assets at end of year2023-12-31$12,033,001
Value of total assets at beginning of year2023-12-31$10,724,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$53,713
Total interest from all sources2023-12-31$57,960
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$221,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$221,697
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$821,928
Participant contributions at end of year2023-12-31$138,935
Participant contributions at beginning of year2023-12-31$77,012
Participant contributions at end of year2023-12-31$26,275
Participant contributions at beginning of year2023-12-31$22,973
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$108,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$6,657
Administrative expenses (other) incurred2023-12-31$30,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,315,049
Value of net assets at end of year (total assets less liabilities)2023-12-31$12,033,001
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$10,717,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$10,930,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$9,616,837
Interest on participant loans2023-12-31$6,287
Income. Interest from loans (other than to participants)2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$925,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$1,006,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$1,006,582
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$51,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,546,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$367,217
Employer contributions (assets) at end of year2023-12-31$11,691
Employer contributions (assets) at beginning of year2023-12-31$1,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,754,915
Contract administrator fees2023-12-31$23,713
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CASSELL PLAN AUDITS
Accountancy firm EIN2023-12-31462966358
2022 : SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,657
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-386,589
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,156,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,102,222
Value of total corrective distributions2022-12-31$128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,597,849
Value of total assets at end of year2022-12-31$10,724,609
Value of total assets at beginning of year2022-12-31$13,261,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$54,588
Total interest from all sources2022-12-31$21,398
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$178,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$178,480
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$850,713
Participant contributions at end of year2022-12-31$77,012
Participant contributions at beginning of year2022-12-31$185,430
Participant contributions at end of year2022-12-31$22,973
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$621,487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$6,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,543,527
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,717,952
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,261,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,616,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,361,380
Interest on participant loans2022-12-31$4,973
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,006,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$714,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$714,669
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$16,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,184,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$125,649
Employer contributions (assets) at end of year2022-12-31$1,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,102,222
Contract administrator fees2022-12-31$24,588
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CASSELL PLAN AUDITS
Accountancy firm EIN2022-12-31462966358
2021 : SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$224,187
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,529,333
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,962,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,911,089
Value of total corrective distributions2021-12-31$83
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$888,183
Value of total assets at end of year2021-12-31$13,261,479
Value of total assets at beginning of year2021-12-31$12,918,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$50,892
Total interest from all sources2021-12-31$8,060
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$184,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$184,932
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$744,691
Participant contributions at end of year2021-12-31$185,430
Participant contributions at beginning of year2021-12-31$198,934
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,046
Administrative expenses (other) incurred2021-12-31$30,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$567,269
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,261,479
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,918,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,361,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,034,328
Interest on participant loans2021-12-31$7,986
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$714,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,685,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,685,135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$74
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,448,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$137,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,911,089
Contract administrator fees2021-12-31$20,892
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CASSELL PLAN AUDITS
Accountancy firm EIN2021-12-31462966358
2020 : SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$590,826
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,551,092
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,271,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,207,583
Value of total corrective distributions2020-12-31$6,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,017,138
Value of total assets at end of year2020-12-31$12,918,397
Value of total assets at beginning of year2020-12-31$12,047,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$57,808
Total interest from all sources2020-12-31$16,344
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$168,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$168,356
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$769,466
Participant contributions at end of year2020-12-31$198,934
Participant contributions at beginning of year2020-12-31$296,421
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$130,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$279,590
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,918,397
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,047,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,034,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,747,426
Interest on participant loans2020-12-31$11,238
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,685,135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,004,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,004,134
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,349,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$117,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,207,583
Contract administrator fees2020-12-31$20,308
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CASSELL PLAN AUDITS
Accountancy firm EIN2020-12-31462966358
2019 : SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,018,137
Total income from all sources (including contributions)2019-12-31$3,018,137
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,517,167
Total of all expenses incurred2019-12-31$2,517,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,493,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$927,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$927,802
Value of total assets at end of year2019-12-31$12,047,981
Value of total assets at end of year2019-12-31$12,047,981
Value of total assets at beginning of year2019-12-31$11,547,011
Value of total assets at beginning of year2019-12-31$11,547,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,665
Total interest from all sources2019-12-31$35,947
Total interest from all sources2019-12-31$35,947
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$237,292
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$237,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$237,292
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$237,292
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$711,610
Contributions received from participants2019-12-31$711,610
Participant contributions at end of year2019-12-31$296,421
Participant contributions at end of year2019-12-31$296,421
Participant contributions at beginning of year2019-12-31$268,510
Participant contributions at beginning of year2019-12-31$268,510
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$24,551
Participant contributions at beginning of year2019-12-31$24,551
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$101,372
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$101,372
Administrative expenses (other) incurred2019-12-31$8,556
Administrative expenses (other) incurred2019-12-31$8,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$500,970
Value of net income/loss2019-12-31$500,970
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,047,981
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,047,981
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,547,011
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,547,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,747,426
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,747,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,190,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,190,940
Interest on participant loans2019-12-31$13,846
Interest on participant loans2019-12-31$13,846
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,004,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,004,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,062,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,062,486
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,062,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,062,486
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$22,101
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$22,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,817,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,817,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$114,820
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$524
Employer contributions (assets) at beginning of year2019-12-31$524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,493,502
Contract administrator fees2019-12-31$15,109
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CASSELL PLAN AUDITS
Accountancy firm name2019-12-31CASSELL PLAN AUDITS
Accountancy firm EIN2019-12-31462966358
2018 : SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$357,922
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$576,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$532,264
Value of total corrective distributions2018-12-31$32,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$881,307
Value of total assets at end of year2018-12-31$11,547,011
Value of total assets at beginning of year2018-12-31$11,765,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,803
Total interest from all sources2018-12-31$30,968
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$233,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$233,423
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$747,891
Participant contributions at end of year2018-12-31$268,510
Participant contributions at beginning of year2018-12-31$243,495
Participant contributions at end of year2018-12-31$24,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-218,862
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,547,011
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,765,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,190,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,528,655
Interest on participant loans2018-12-31$9,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,062,486
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$993,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$993,723
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$21,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-787,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$133,416
Employer contributions (assets) at end of year2018-12-31$524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$532,264
Contract administrator fees2018-12-31$11,803
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CASSELL PLAN AUDITS
Accountancy firm EIN2018-12-31462966358
2017 : SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$0
Total income from all sources (including contributions)2017-12-31$2,971,422
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$317,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$231,758
Value of total corrective distributions2017-12-31$74,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,599,910
Value of total assets at end of year2017-12-31$11,765,873
Value of total assets at beginning of year2017-12-31$9,112,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,151
Total interest from all sources2017-12-31$16,084
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$192,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$192,416
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$754,334
Participant contributions at end of year2017-12-31$243,495
Participant contributions at beginning of year2017-12-31$178,412
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$17,730
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$714,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,653,496
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,765,873
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,112,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,528,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,034,438
Interest on participant loans2017-12-31$6,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$993,723
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$881,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$881,142
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$9,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,163,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$131,319
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$231,758
Contract administrator fees2017-12-31$12,151
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CASSELL PLAN AUDITS
Accountancy firm EIN2017-12-31462966358
2016 : SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$19,414
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$792,260
Total income from all sources (including contributions)2016-12-31$1,316,677
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$658,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$620,453
Value of total corrective distributions2016-12-31$30,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$816,087
Value of total assets at end of year2016-12-31$9,112,377
Value of total assets at beginning of year2016-12-31$9,265,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,681
Total interest from all sources2016-12-31$10,195
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$147,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$147,462
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$687,032
Participant contributions at end of year2016-12-31$178,412
Participant contributions at beginning of year2016-12-31$223,944
Participant contributions at end of year2016-12-31$17,730
Participant contributions at beginning of year2016-12-31$63,070
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,330
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$792,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$658,217
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,112,377
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,473,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,034,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,315,686
Interest on participant loans2016-12-31$5,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$881,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$663,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$663,134
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$342,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$123,725
Employer contributions (assets) at end of year2016-12-31$655
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$620,453
Contract administrator fees2016-12-31$7,681
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CASSELL PLAN AUDITS
Accountancy firm EIN2016-12-31462966358
2015 : SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$792,260
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$792,260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$714,232
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$778,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$766,866
Value of total corrective distributions2015-12-31$5,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$744,533
Value of total assets at end of year2015-12-31$9,265,834
Value of total assets at beginning of year2015-12-31$9,329,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,531
Total interest from all sources2015-12-31$6,999
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$157,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$157,643
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$619,346
Participant contributions at end of year2015-12-31$223,944
Participant contributions at beginning of year2015-12-31$248,063
Participant contributions at end of year2015-12-31$63,070
Participant contributions at beginning of year2015-12-31$52,067
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$28,878
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$792,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-64,064
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,473,574
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,329,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,315,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,100,851
Interest on participant loans2015-12-31$6,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$663,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$928,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$928,105
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-194,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$96,309
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$766,866
Contract administrator fees2015-12-31$5,531
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2015-12-31381357951
2014 : SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$1,740,313
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$497,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$493,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,073,386
Value of total assets at end of year2014-12-31$9,329,898
Value of total assets at beginning of year2014-12-31$8,086,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,001
Total interest from all sources2014-12-31$8,383
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$143,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$143,594
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$558,559
Participant contributions at end of year2014-12-31$248,063
Participant contributions at beginning of year2014-12-31$245,276
Participant contributions at end of year2014-12-31$52,067
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$472,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,243,204
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,329,898
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,086,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,100,851
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,450,559
Interest on participant loans2014-12-31$8,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$928,105
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,390,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$420,706
Net investment gain/loss from pooled separate accounts2014-12-31$94,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$42,409
Employer contributions (assets) at end of year2014-12-31$812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$493,108
Contract administrator fees2014-12-31$4,001
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2014-12-31381357951
2013 : SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$1,876,423
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$473,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$470,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$609,275
Value of total assets at end of year2013-12-31$8,086,694
Value of total assets at beginning of year2013-12-31$6,684,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,850
Total interest from all sources2013-12-31$83,673
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$568,690
Participant contributions at end of year2013-12-31$245,276
Participant contributions at beginning of year2013-12-31$159,546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,402,601
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,086,694
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,684,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$5,450,559
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,188,792
Interest on participant loans2013-12-31$6,454
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$77,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,390,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,335,755
Net investment gain/loss from pooled separate accounts2013-12-31$1,183,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$40,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$470,972
Contract administrator fees2013-12-31$2,850
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$1,179,236
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$366,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$365,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$593,558
Value of total assets at end of year2012-12-31$6,684,093
Value of total assets at beginning of year2012-12-31$5,871,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,275
Total interest from all sources2012-12-31$79,043
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$527,215
Participant contributions at end of year2012-12-31$159,546
Participant contributions at beginning of year2012-12-31$160,112
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$26,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$812,567
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,684,093
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,871,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,188,792
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,225,740
Interest on participant loans2012-12-31$6,116
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$72,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,335,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,485,674
Net investment gain/loss from pooled separate accounts2012-12-31$506,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$39,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$365,394
Contract administrator fees2012-12-31$1,275
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$23,881
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$492,398
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$234,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$232,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$576,486
Value of total assets at end of year2011-12-31$5,871,526
Value of total assets at beginning of year2011-12-31$5,637,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,675
Total interest from all sources2011-12-31$76,573
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$517,038
Participant contributions at end of year2011-12-31$160,112
Participant contributions at beginning of year2011-12-31$124,612
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$17,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$257,790
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,871,526
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,637,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,225,740
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,187,627
Interest on participant loans2011-12-31$5,046
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$71,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,485,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,325,378
Net investment gain/loss from pooled separate accounts2011-12-31$-160,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$41,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$232,933
Contract administrator fees2011-12-31$1,675
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,118,607
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$223,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$221,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$630,415
Value of total assets at end of year2010-12-31$5,637,617
Value of total assets at beginning of year2010-12-31$4,742,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,000
Total interest from all sources2010-12-31$74,558
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$545,088
Participant contributions at end of year2010-12-31$124,612
Participant contributions at beginning of year2010-12-31$96,082
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$43,522
Other income not declared elsewhere2010-12-31$-613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$895,401
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,637,617
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,742,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,187,627
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,639,789
Interest on participant loans2010-12-31$5,866
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$68,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,325,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,004,412
Net investment gain or loss from common/collective trusts2010-12-31$414,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$41,805
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$1,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$221,206
Contract administrator fees2010-12-31$2,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2010-12-31381357951
2009 : SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN

2023: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SCHUMACHER ELECTRIC CORP EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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