SCHROEDER & HOLT ARCHITECTS, LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCHROEDER & HOLT ARCHITECTS 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : SCHROEDER & HOLT ARCHITECTS 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-15 | 27685 |
| Net assets as of the end of the plan year | 2025-10-15 | 1343795 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 1231670 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 1000000 |
| Participant contributions to plan in this plan year | 2025-10-15 | 2806 |
| Other income to plan in this plan year | 2025-10-15 | 133119 |
| Plan net income in this plan year | 2025-10-15 | 112125 |
| Net assets as of the end of the plan year | 2025-10-15 | 1343795 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 1231670 |
| Employer contributions to plan in this plan year | 2025-10-15 | 3885 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 15455 |
| 2024 : SCHROEDER & HOLT ARCHITECTS 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-12 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-12 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-12 | 146836 |
| Net assets as of the end of the plan year | 2024-10-12 | 1231670 |
| Total assets as of the beginning of the plan year | 2024-10-12 | 1260411 |
| Value of plan covered by a fidelity bond | 2024-10-12 | 1000000 |
| Participant contributions to plan in this plan year | 2024-10-12 | 2700 |
| Other expenses paid from plan in this plan year | 2024-10-12 | 0 |
| Other contributions to plan in this plan year | 2024-10-12 | 0 |
| Other income to plan in this plan year | 2024-10-12 | 111462 |
| Plan net income in this plan year | 2024-10-12 | -28741 |
| Net assets as of the end of the plan year | 2024-10-12 | 1231670 |
| Net assets as of the beginning of the plan year | 2024-10-12 | 1260411 |
| Employer contributions to plan in this plan year | 2024-10-12 | 3933 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-12 | 0 |
| 2023 : SCHROEDER & HOLT ARCHITECTS 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2023-06-03 | 0 |
| Total liabilities as of the end of the plan year | 2023-06-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2023-06-03 | 0 |
| Total expenses incurred by plan in this plan year | 2023-06-03 | 117124 |
| Net assets as of the end of the plan year | 2023-06-03 | 1575489 |
| Total assets as of the beginning of the plan year | 2023-06-03 | 1503275 |
| Value of plan covered by a fidelity bond | 2023-06-03 | 1000000 |
| Participant contributions to plan in this plan year | 2023-06-03 | 9929 |
| Value of participant loans at end of plan year | 2023-06-03 | 50000 |
| Other expenses paid from plan in this plan year | 2023-06-03 | 0 |
| Other contributions to plan in this plan year | 2023-06-03 | 0 |
| Other income to plan in this plan year | 2023-06-03 | 173180 |
| Plan net income in this plan year | 2023-06-03 | 72214 |
| Net assets as of the end of the plan year | 2023-06-03 | 1575489 |
| Net assets as of the beginning of the plan year | 2023-06-03 | 1503275 |
| Employer contributions to plan in this plan year | 2023-06-03 | 6229 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2023-06-03 | 8143 |
| 2010 : SCHROEDER & HOLT ARCHITECTS 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $276,786 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $103,685 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $101,177 |
| Total plan assets at end of year | 2010-12-31 | $1,224,625 |
| Total plan assets at beginning of year | 2010-12-31 | $1,051,524 |
| Value of fidelity bond covering the plan | 2010-12-31 | $175,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $85,400 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $2,508 |
| Other income received | 2010-12-31 | $152,914 |
| Net income (gross income less expenses) | 2010-12-31 | $173,101 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,224,625 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,051,524 |
| Assets. Value of participant loans | 2010-12-31 | $658 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $38,472 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : SCHROEDER & HOLT ARCHITECTS 401(K) PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2010: SCHROEDER & HOLT ARCHITECTS 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SCHROEDER & HOLT ARCHITECTS 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: SCHROEDER & HOLT ARCHITECTS 401(K) PROFIT SHARING PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
