ED SCHMID FORD, INC. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2013: ED SCHMID FORD 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 81 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 67 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 7 |
| Total of all active and inactive participants | 2013-01-01 | 74 |
| Total participants | 2013-01-01 | 74 |
| Number of participants with account balances | 2013-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
| 2012: ED SCHMID FORD 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 72 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 9 |
| Total of all active and inactive participants | 2012-01-01 | 81 |
| Total participants | 2012-01-01 | 81 |
| Number of participants with account balances | 2012-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
| 2011: ED SCHMID FORD 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 81 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 75 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 9 |
| Total of all active and inactive participants | 2011-01-01 | 84 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 84 |
| Number of participants with account balances | 2011-01-01 | 45 |
| 2009: ED SCHMID FORD 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 82 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 69 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 9 |
| Total of all active and inactive participants | 2009-01-01 | 79 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 79 |
| Number of participants with account balances | 2009-01-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2013 : ED SCHMID FORD 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $698,711 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $102,267 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $101,923 |
| Total plan assets at end of year | 2013-12-31 | $3,005,030 |
| Total plan assets at beginning of year | 2013-12-31 | $2,408,586 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $102,799 |
| Other income received | 2013-12-31 | $582,898 |
| Net income (gross income less expenses) | 2013-12-31 | $596,444 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,005,030 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,408,586 |
| Assets. Value of participant loans | 2013-12-31 | $79,447 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $13,014 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $320 |
| Value of corrective distributions | 2013-12-31 | $24 |
| 2012 : ED SCHMID FORD 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $379,240 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $244,276 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $244,276 |
| Total plan assets at end of year | 2012-12-31 | $2,408,586 |
| Total plan assets at beginning of year | 2012-12-31 | $2,273,621 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $94,394 |
| Other income received | 2012-12-31 | $271,880 |
| Net income (gross income less expenses) | 2012-12-31 | $134,964 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,408,586 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,273,621 |
| Assets. Value of participant loans | 2012-12-31 | $35,185 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $12,966 |
| 2011 : ED SCHMID FORD 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $31,264 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $216,678 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $216,675 |
| Total plan assets at end of year | 2011-12-31 | $2,273,621 |
| Total plan assets at beginning of year | 2011-12-31 | $2,459,035 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $110,480 |
| Other income received | 2011-12-31 | $-96,491 |
| Net income (gross income less expenses) | 2011-12-31 | $-185,414 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,273,621 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,459,035 |
| Assets. Value of participant loans | 2011-12-31 | $43,682 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $17,275 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $3 |
| 2010 : ED SCHMID FORD 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $434,654 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $92,542 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $91,816 |
| Total plan assets at end of year | 2010-12-31 | $2,459,035 |
| Total plan assets at beginning of year | 2010-12-31 | $2,116,923 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $112,772 |
| Other income received | 2010-12-31 | $305,229 |
| Net income (gross income less expenses) | 2010-12-31 | $342,112 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,459,035 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,116,923 |
| Assets. Value of participant loans | 2010-12-31 | $52,861 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $16,653 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $726 |
| 2013: ED SCHMID FORD 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ED SCHMID FORD 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ED SCHMID FORD 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ED SCHMID FORD 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 51254 |
| Policy instance | 1 |
| Insurance contract or identification number | 51254 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $13,210 | | Total amount of fees paid to insurance company | USD $825 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Amount paid for insurance broker fees | 825 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker organization code? | 4 | | Commission paid to Insurance Broker | USD $6,605 | | Insurance broker name | INTRESECURITIES INSUANCE AGENCY |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 21524 |
| Policy instance | 1 |
| Insurance contract or identification number | 21524 | | Number of Individuals Covered | 41 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $12,038 | | Total amount of fees paid to insurance company | USD $600 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $6,019 | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 600 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | PERITUS BENEFITS AND INVESTMENTS IN |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 21524 |
| Policy instance | 1 |
| Insurance contract or identification number | 21524 | | Number of Individuals Covered | 50 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $12,813 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 21524 |
| Policy instance | 1 |
| Insurance contract or identification number | 21524 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $10,858 | | Total amount of fees paid to insurance company | USD $725 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $5,429 | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 725 | | Additional information about fees paid to insurance broker | TPA FEES PAID | | Insurance broker name | PERITUS BENEFITS AND INVESTMENTS IN |
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