SCHOMER & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN
401k plan membership statisitcs for SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2023: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 5 |
| Number of participants with account balances | 2023-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 5 |
| Number of participants with account balances | 2022-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 5 |
| Number of participants with account balances | 2021-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 5 |
| Number of participants with account balances | 2020-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 5 |
| Number of participants with account balances | 2019-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 6 |
| Number of participants with account balances | 2018-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 5 |
| Number of participants with account balances | 2017-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 6 |
| Number of participants with account balances | 2016-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-04-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 6 |
| Number of retired or separated participants receiving benefits | 2015-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 0 |
| Total of all active and inactive participants | 2015-04-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-01 | 0 |
| Total participants | 2015-04-01 | 6 |
| Number of participants with account balances | 2015-04-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-04-01 | 0 |
| 2014: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-04-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 5 |
| Number of retired or separated participants receiving benefits | 2014-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 0 |
| Total of all active and inactive participants | 2014-04-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 0 |
| Total participants | 2014-04-01 | 5 |
| Number of participants with account balances | 2014-04-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 0 |
| 2013: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-04-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 5 |
| Number of retired or separated participants receiving benefits | 2013-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 0 |
| Total of all active and inactive participants | 2013-04-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
| Total participants | 2013-04-01 | 5 |
| Number of participants with account balances | 2013-04-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 0 |
| 2012: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-04-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 5 |
| Number of retired or separated participants receiving benefits | 2012-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 0 |
| Total of all active and inactive participants | 2012-04-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 0 |
| Total participants | 2012-04-01 | 5 |
| Number of participants with account balances | 2012-04-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 0 |
| 2009: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-04-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 4 |
| Number of retired or separated participants receiving benefits | 2009-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 0 |
| Total of all active and inactive participants | 2009-04-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
| Total participants | 2009-04-01 | 4 |
| Number of participants with account balances | 2009-04-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $569,126 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $16,799 |
| Total plan assets at end of year | 2023-12-31 | $3,907,139 |
| Total plan assets at beginning of year | 2023-12-31 | $3,354,812 |
| Value of fidelity bond covering the plan | 2023-12-31 | $4,200,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $30,000 |
| Other income received | 2023-12-31 | $474,621 |
| Net income (gross income less expenses) | 2023-12-31 | $552,327 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,907,139 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,354,812 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $64,505 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $16,799 |
| 2022 : SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-498,277 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $27,755 |
| Total plan assets at end of year | 2022-12-31 | $3,354,812 |
| Total plan assets at beginning of year | 2022-12-31 | $3,880,844 |
| Value of fidelity bond covering the plan | 2022-12-31 | $4,200,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $54,000 |
| Other income received | 2022-12-31 | $-661,031 |
| Net income (gross income less expenses) | 2022-12-31 | $-526,032 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,354,812 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,880,844 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $108,754 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $27,755 |
| 2021 : SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $488,942 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $30,714 |
| Total plan assets at end of year | 2021-12-31 | $3,880,844 |
| Total plan assets at beginning of year | 2021-12-31 | $3,422,616 |
| Value of fidelity bond covering the plan | 2021-12-31 | $4,200,000 |
| Other income received | 2021-12-31 | $488,942 |
| Net income (gross income less expenses) | 2021-12-31 | $458,228 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,880,844 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,422,616 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $30,714 |
| 2020 : SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $697,784 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $21,938 |
| Total plan assets at end of year | 2020-12-31 | $3,422,616 |
| Total plan assets at beginning of year | 2020-12-31 | $2,746,770 |
| Value of fidelity bond covering the plan | 2020-12-31 | $4,200,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $52,000 |
| Other income received | 2020-12-31 | $449,409 |
| Net income (gross income less expenses) | 2020-12-31 | $675,846 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,422,616 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,746,770 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $196,375 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $21,938 |
| 2019 : SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $688,150 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $640,175 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $623,458 |
| Total plan assets at end of year | 2019-12-31 | $2,746,770 |
| Total plan assets at beginning of year | 2019-12-31 | $2,698,795 |
| Value of fidelity bond covering the plan | 2019-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $50,000 |
| Other income received | 2019-12-31 | $446,041 |
| Net income (gross income less expenses) | 2019-12-31 | $47,975 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,746,770 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,698,795 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $192,109 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $16,717 |
| 2018 : SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-65,978 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $25,022 |
| Total plan assets at end of year | 2018-12-31 | $2,698,795 |
| Total plan assets at beginning of year | 2018-12-31 | $2,789,795 |
| Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $49,000 |
| Other income received | 2018-12-31 | $-251,866 |
| Net income (gross income less expenses) | 2018-12-31 | $-91,000 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,698,795 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,789,795 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $136,888 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $25,022 |
| 2017 : SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $448,049 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $166,206 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $145,755 |
| Total plan assets at end of year | 2017-12-31 | $2,789,795 |
| Total plan assets at beginning of year | 2017-12-31 | $2,507,952 |
| Value of fidelity bond covering the plan | 2017-12-31 | $300,000 |
| Other income received | 2017-12-31 | $273,799 |
| Net income (gross income less expenses) | 2017-12-31 | $281,843 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,789,795 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,507,952 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $174,250 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $20,451 |
| 2016 : SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $319,173 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $97,130 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $68,729 |
| Total plan assets at end of year | 2016-12-31 | $2,507,952 |
| Total plan assets at beginning of year | 2016-12-31 | $2,285,909 |
| Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $15,455 |
| Other income received | 2016-12-31 | $154,173 |
| Net income (gross income less expenses) | 2016-12-31 | $222,043 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,507,952 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,285,909 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $165,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $12,946 |
| 2015 : SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $25,884 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $17,464 |
| Total plan assets at end of year | 2015-12-31 | $2,285,909 |
| Total plan assets at beginning of year | 2015-12-31 | $2,277,489 |
| Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
| Other income received | 2015-12-31 | $-100,241 |
| Net income (gross income less expenses) | 2015-12-31 | $8,420 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,285,909 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,277,489 |
| Assets. Value of participant loans | 2015-12-31 | $15,455 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $126,125 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $17,464 |
| Total income from all sources | 2015-03-31 | $257,426 |
| Expenses. Total of all expenses incurred | 2015-03-31 | $17,730 |
| Total plan assets at end of year | 2015-03-31 | $2,283,534 |
| Total plan assets at beginning of year | 2015-03-31 | $2,043,838 |
| Other income received | 2015-03-31 | $116,572 |
| Net income (gross income less expenses) | 2015-03-31 | $239,696 |
| Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $2,283,534 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $2,043,838 |
| Assets. Value of participant loans | 2015-03-31 | $24,048 |
| Total contributions received or receivable from employer(s) | 2015-03-31 | $140,854 |
| Value of corrective distributions | 2015-03-31 | $7,239 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-03-31 | $10,491 |
| 2014 : SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-03-31 | $458,290 |
| Expenses. Total of all expenses incurred | 2014-03-31 | $538,553 |
| Benefits paid (including direct rollovers) | 2014-03-31 | $529,166 |
| Total plan assets at end of year | 2014-03-31 | $1,976,922 |
| Total plan assets at beginning of year | 2014-03-31 | $2,057,185 |
| Value of fidelity bond covering the plan | 2014-03-31 | $250,000 |
| Other income received | 2014-03-31 | $340,690 |
| Net income (gross income less expenses) | 2014-03-31 | $-80,263 |
| Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $1,976,922 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $2,057,185 |
| Assets. Value of participant loans | 2014-03-31 | $32,292 |
| Total contributions received or receivable from employer(s) | 2014-03-31 | $117,600 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-03-31 | $9,387 |
| 2013 : SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-03-31 | $296,412 |
| Expenses. Total of all expenses incurred | 2013-03-31 | $8,268 |
| Total plan assets at end of year | 2013-03-31 | $2,057,185 |
| Total plan assets at beginning of year | 2013-03-31 | $1,769,041 |
| Value of fidelity bond covering the plan | 2013-03-31 | $250,000 |
| Total contributions received or receivable from participants | 2013-03-31 | $39,338 |
| Other income received | 2013-03-31 | $223,099 |
| Net income (gross income less expenses) | 2013-03-31 | $288,144 |
| Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $2,057,185 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $1,769,041 |
| Assets. Value of participant loans | 2013-03-31 | $76,583 |
| Total contributions received or receivable from employer(s) | 2013-03-31 | $33,975 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-03-31 | $8,268 |
| 2011 : SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-03-31 | $238,132 |
| Expenses. Total of all expenses incurred | 2011-03-31 | $9,261 |
| Total plan assets at end of year | 2011-03-31 | $1,773,651 |
| Total plan assets at beginning of year | 2011-03-31 | $1,544,780 |
| Value of fidelity bond covering the plan | 2011-03-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2011-03-31 | $9,261 |
| Other income received | 2011-03-31 | $212,289 |
| Net income (gross income less expenses) | 2011-03-31 | $228,871 |
| Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $1,773,651 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $1,544,780 |
| Assets. Value of participant loans | 2011-03-31 | $39,598 |
| Total contributions received or receivable from employer(s) | 2011-03-31 | $25,843 |
| 2023: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | Yes |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2015 form 5500 responses |
|---|
| 2015-04-01 | Type of plan entity | Single employer plan |
| 2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-04-01 | Plan funding arrangement – Insurance | Yes |
| 2015-04-01 | Plan funding arrangement – Trust | Yes |
| 2015-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-04-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2014 form 5500 responses |
|---|
| 2014-04-01 | Type of plan entity | Single employer plan |
| 2014-04-01 | Plan funding arrangement – Insurance | Yes |
| 2014-04-01 | Plan funding arrangement – Trust | Yes |
| 2014-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-04-01 | Plan benefit arrangement - Trust | Yes |
| 2013: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2013 form 5500 responses |
|---|
| 2013-04-01 | Type of plan entity | Single employer plan |
| 2013-04-01 | Plan funding arrangement – Insurance | Yes |
| 2013-04-01 | Plan funding arrangement – Trust | Yes |
| 2013-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-04-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2012 form 5500 responses |
|---|
| 2012-04-01 | Type of plan entity | Single employer plan |
| 2012-04-01 | Plan funding arrangement – Insurance | Yes |
| 2012-04-01 | Plan funding arrangement – Trust | Yes |
| 2012-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-04-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SCHOMER & ASSOCIATES, INC. PROFIT SHARING SAVINGS PLAN 2009 form 5500 responses |
|---|
| 2009-04-01 | Type of plan entity | Single employer plan |
| 2009-04-01 | Submission has been amended | No |
| 2009-04-01 | This submission is the final filing | No |
| 2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-04-01 | Plan is a collectively bargained plan | No |
| 2009-04-01 | Plan funding arrangement – Insurance | Yes |
| 2009-04-01 | Plan funding arrangement – Trust | Yes |
| 2009-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-04-01 | Plan benefit arrangement - Trust | Yes |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR07458290 |
| Policy instance | 2 |
| Insurance contract or identification number | VR07458290 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $618 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $618 | | Additional information about fees paid to insurance broker | OVERRIDE COMMISSIONS | | Insurance broker organization code? | 7 |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08474471 |
| Policy instance | 1 |
| Insurance contract or identification number | VR08474471 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $586 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $586 | | Additional information about fees paid to insurance broker | OVERRIDE COMMISSIONS | | Insurance broker organization code? | 7 |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR07458290 |
| Policy instance | 2 |
| Insurance contract or identification number | VR07458290 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $618 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $618 | | Additional information about fees paid to insurance broker | OVERRIDE COMMISSIONS | | Insurance broker organization code? | 7 | | Insurance broker name | MERRILL LYNCH PIERCE FENNER & SMITH |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08474471 |
| Policy instance | 1 |
| Insurance contract or identification number | VR08474471 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $586 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $586 | | Additional information about fees paid to insurance broker | OVERRIDE COMMISSIONS | | Insurance broker organization code? | 7 | | Insurance broker name | MERRILL LYNCH PIERCE FENNER & SMITH |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR07458290 |
| Policy instance | 2 |
| Insurance contract or identification number | VR07458290 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $611 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $611 | | Additional information about fees paid to insurance broker | OVERRIDE COMMISSIONS | | Insurance broker name | MERRILL LYNCH PIERCE FENNER & SMITH |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08474471 |
| Policy instance | 1 |
| Insurance contract or identification number | VR08474471 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $501 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $501 | | Additional information about fees paid to insurance broker | OVERRIDE COMMISSIONS | | Insurance broker name | MERRILL LYNCH PIERCE FENNER & SMITH |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR07458290 |
| Policy instance | 2 |
| Insurance contract or identification number | VR07458290 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $599 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $599 | | Additional information about fees paid to insurance broker | OVERRIDE COMMISSIONS | | Insurance broker name | MERRILL LYNCH PIERCE FENNER & SMITH |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08474471 |
| Policy instance | 1 |
| Insurance contract or identification number | VR08474471 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $485 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $485 | | Additional information about fees paid to insurance broker | OVERRIDE COMMISSIONS | | Insurance broker name | MERRILL LYNCH PIERCE FENNER & SMITH |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR07458290 |
| Policy instance | 2 |
| Insurance contract or identification number | VR07458290 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $551 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $551 | | Additional information about fees paid to insurance broker | OVERRIDE COMMISSIONS | | Insurance broker name | MERRILL LYNCH PIERCE FENNER & SMITH |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08474471 |
| Policy instance | 1 |
| Insurance contract or identification number | VR08474471 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $447 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $447 | | Additional information about fees paid to insurance broker | OVERRIDE COMMISSIONS | | Insurance broker name | MERRILL LYNCH PIERCE FENNER & SMITH |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR07458290 |
| Policy instance | 2 |
| Insurance contract or identification number | VR07458290 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $498 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $498 | | Additional information about fees paid to insurance broker | OVERRIDE COMMISSIONS | | Insurance broker name | MERRILL LYNCH PIERCE FENNER & SMITH |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08474471 |
| Policy instance | 1 |
| Insurance contract or identification number | VR08474471 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $407 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $407 | | Additional information about fees paid to insurance broker | OVERRIDE COMMISSIONS | | Insurance broker name | MERRILL LYNCH PIERCE FENNER & SMITH |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR08474471 |
| Policy instance | 1 |
| Insurance contract or identification number | VR08474471 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $366 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VR07458290 |
| Policy instance | 2 |
| Insurance contract or identification number | VR07458290 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $444 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
