SCHWAB-VOLLHABER-LUBRATT, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN
401k plan membership statisitcs for SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 135 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 103 |
| 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 | 15 |
| Total of all active and inactive participants | 2022-01-01 | 118 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 118 |
| Number of participants with account balances | 2022-01-01 | 111 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 7 |
| 2021: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 120 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 123 |
| 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 | 12 |
| Total of all active and inactive participants | 2021-01-01 | 135 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 135 |
| Number of participants with account balances | 2021-01-01 | 115 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 5 |
| Number of employers contributing to the scheme | 2021-01-01 | 3 |
| 2020: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 118 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 109 |
| 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 | 10 |
| Total of all active and inactive participants | 2020-01-01 | 119 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
| Total participants | 2020-01-01 | 120 |
| Number of participants with account balances | 2020-01-01 | 110 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
| Number of employers contributing to the scheme | 2020-01-01 | 3 |
| 2019: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 103 |
| 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 | 12 |
| Total of all active and inactive participants | 2019-01-01 | 115 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
| Total participants | 2019-01-01 | 116 |
| Number of participants with account balances | 2019-01-01 | 110 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
| 2018: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 104 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 93 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 10 |
| Total of all active and inactive participants | 2018-01-01 | 106 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 107 |
| Number of participants with account balances | 2018-01-01 | 99 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
| 2017: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 98 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 86 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 11 |
| Total of all active and inactive participants | 2017-01-01 | 101 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
| Total participants | 2017-01-01 | 102 |
| Number of participants with account balances | 2017-01-01 | 95 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 4 |
| 2016: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 84 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 7 |
| Total of all active and inactive participants | 2016-01-01 | 93 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 4 |
| Total participants | 2016-01-01 | 97 |
| Number of participants with account balances | 2016-01-01 | 88 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2015: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 91 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 77 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 11 |
| Total of all active and inactive participants | 2015-01-01 | 91 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 3 |
| Total participants | 2015-01-01 | 94 |
| Number of participants with account balances | 2015-01-01 | 87 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
| 2014: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 75 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 13 |
| Total of all active and inactive participants | 2014-01-01 | 88 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 3 |
| Total participants | 2014-01-01 | 91 |
| Number of participants with account balances | 2014-01-01 | 82 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
| 2013: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 75 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 10 |
| Total of all active and inactive participants | 2013-01-01 | 85 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
| Total participants | 2013-01-01 | 87 |
| Number of participants with account balances | 2013-01-01 | 80 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 64 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| 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 | 74 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
| Total participants | 2012-01-01 | 76 |
| Number of participants with account balances | 2012-01-01 | 70 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
| 2011: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 60 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
| 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 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 70 |
| Number of participants with account balances | 2011-01-01 | 70 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 9 |
| 2010: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 64 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 70 |
| Number of participants with account balances | 2010-01-01 | 67 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 2 |
| 2009: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 64 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6 |
| Total of all active and inactive participants | 2009-01-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 70 |
| Number of participants with account balances | 2009-01-01 | 70 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2022 : SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-1,032,370 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-1,032,370 |
| Total transfer of assets to this plan | 2022-12-31 | $0 |
| Total transfer of assets from this plan | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Expenses. Interest paid | 2022-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-5,663,670 |
| Total loss/gain on sale of assets | 2022-12-31 | $291,059 |
| Total of all expenses incurred | 2022-12-31 | $676,795 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $640,333 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of total corrective distributions | 2022-12-31 | $7,008 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,971,357 |
| Value of total assets at end of year | 2022-12-31 | $42,659,237 |
| Value of total assets at beginning of year | 2022-12-31 | $48,999,702 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $29,454 |
| Total income from rents | 2022-12-31 | $0 |
| Total interest from all sources | 2022-12-31 | $41,540 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,113,402 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $2,066,308 |
| Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
| Administrative expenses professional fees incurred | 2022-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $197,335 |
| Participant contributions at end of year | 2022-12-31 | $0 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Participant contributions at end of year | 2022-12-31 | $0 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $320,379 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $5,563 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $3,766 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
| Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
| Other income not declared elsewhere | 2022-12-31 | $-7 |
| Administrative expenses (other) incurred | 2022-12-31 | $8,790 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
| Total non interest bearing cash at end of year | 2022-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Income. Non cash contributions | 2022-12-31 | $0 |
| Value of net income/loss | 2022-12-31 | $-6,340,465 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $42,659,237 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $48,999,702 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
| Investment advisory and management fees | 2022-12-31 | $20,664 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $32,331,589 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $39,079,274 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
| Interest on participant loans | 2022-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
| Interest earned on other investments | 2022-12-31 | $0 |
| Income. Interest from US Government securities | 2022-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
| Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $4,076,417 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $2,372,159 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $2,372,159 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $41,540 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
| Asset value of US Government securities at end of year | 2022-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-10,048,651 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
| Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
| Assets. Value of employer real property at beginning of year | 2022-12-31 | $0 |
| Contributions received in cash from employer | 2022-12-31 | $2,770,256 |
| Employer contributions (assets) at end of year | 2022-12-31 | $2,770,256 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $2,655,615 |
| Income. Dividends from preferred stock | 2022-12-31 | $0 |
| Income. Dividends from common stock | 2022-12-31 | $47,094 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $640,333 |
| Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
| Contract administrator fees | 2022-12-31 | $0 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $3,160,596 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $4,887,091 |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Aggregate proceeds on sale of assets | 2022-12-31 | $1,782,283 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $1,491,224 |
| Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | BAKER TILLY US LLP |
| Accountancy firm EIN | 2022-12-31 | 390855910 |
| 2021 : SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $9,606,933 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $416,454 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $373,930 |
| Total plan assets at end of year | 2021-12-31 | $48,999,702 |
| Total plan assets at beginning of year | 2021-12-31 | $39,809,223 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $244,992 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $3,925 |
| Other income received | 2021-12-31 | $6,702,401 |
| Net income (gross income less expenses) | 2021-12-31 | $9,190,479 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $48,999,702 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $39,809,223 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $2,655,615 |
| Value of corrective distributions | 2021-12-31 | $14,447 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $28,077 |
| 2020 : SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $8,252,769 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $2,206,394 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $2,141,162 |
| Total plan assets at end of year | 2020-12-31 | $39,809,223 |
| Total plan assets at beginning of year | 2020-12-31 | $33,762,848 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $222,240 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $5,764,328 |
| Net income (gross income less expenses) | 2020-12-31 | $6,046,375 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $39,809,223 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $33,762,848 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $2,266,201 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $49,764 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $15,468 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $8,909,886 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $5,535,163 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $5,513,691 |
| Total plan assets at end of year | 2019-12-31 | $33,762,848 |
| Total plan assets at beginning of year | 2019-12-31 | $30,388,125 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $166,965 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $194,684 |
| Other income received | 2019-12-31 | $6,337,351 |
| Net income (gross income less expenses) | 2019-12-31 | $3,374,723 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $33,762,848 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $30,388,125 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $2,210,886 |
| Value of corrective distributions | 2019-12-31 | $1,993 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $19,479 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $309,734 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $860,137 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $828,270 |
| Total plan assets at end of year | 2018-12-31 | $30,388,125 |
| Total plan assets at beginning of year | 2018-12-31 | $30,938,528 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $160,534 |
| Other income received | 2018-12-31 | $-1,890,642 |
| Net income (gross income less expenses) | 2018-12-31 | $-550,403 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $30,388,125 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $30,938,528 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $2,039,842 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $31,867 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $6,377,353 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $2,349,343 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $2,320,524 |
| Total plan assets at end of year | 2017-12-31 | $30,938,528 |
| Total plan assets at beginning of year | 2017-12-31 | $26,910,518 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $128,797 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $2,381 |
| Other income received | 2017-12-31 | $4,305,577 |
| Net income (gross income less expenses) | 2017-12-31 | $4,028,010 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $30,938,528 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $26,910,518 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $1,940,598 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $28,819 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $3,904,249 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,520,531 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,493,514 |
| Total plan assets at end of year | 2016-12-31 | $26,910,518 |
| Total plan assets at beginning of year | 2016-12-31 | $24,526,800 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $142,042 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $13,441 |
| Other income received | 2016-12-31 | $2,008,156 |
| Net income (gross income less expenses) | 2016-12-31 | $2,383,718 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $26,910,518 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $24,526,800 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $1,740,610 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $27,017 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $12,388,296 |
| Total income from all sources | 2015-12-31 | $1,043,280 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $6,520,068 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $6,494,189 |
| Total plan assets at end of year | 2015-12-31 | $24,526,800 |
| Total plan assets at beginning of year | 2015-12-31 | $17,615,292 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $79,822 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $50,285 |
| Other income received | 2015-12-31 | $-799,586 |
| Net income (gross income less expenses) | 2015-12-31 | $-5,476,788 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $24,526,800 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $17,615,292 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $1,712,759 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $25,879 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $1,736,161 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $953,565 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $940,155 |
| Total plan assets at end of year | 2014-12-31 | $17,615,292 |
| Total plan assets at beginning of year | 2014-12-31 | $16,832,696 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $67,468 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $201,515 |
| Other income received | 2014-12-31 | $543,932 |
| Net income (gross income less expenses) | 2014-12-31 | $782,596 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $17,615,292 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $16,832,696 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $923,246 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $13,410 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $3,923,326 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $49,358 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $39,069 |
| Total plan assets at end of year | 2013-12-31 | $16,832,696 |
| Total plan assets at beginning of year | 2013-12-31 | $12,958,728 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $44,185 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $259,598 |
| Other income received | 2013-12-31 | $2,767,000 |
| Net income (gross income less expenses) | 2013-12-31 | $3,873,968 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $16,832,696 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $12,958,728 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $852,543 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $10,289 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,609,241 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $367,705 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $358,610 |
| Total plan assets at end of year | 2012-12-31 | $12,958,728 |
| Total plan assets at beginning of year | 2012-12-31 | $11,717,192 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $33,158 |
| Other income received | 2012-12-31 | $770,536 |
| Net income (gross income less expenses) | 2012-12-31 | $1,241,536 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $12,958,728 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $11,717,192 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $805,547 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $9,095 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $399,108 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $104,029 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $96,138 |
| Total plan assets at end of year | 2011-12-31 | $11,717,192 |
| Total plan assets at beginning of year | 2011-12-31 | $11,422,113 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $22,424 |
| Other income received | 2011-12-31 | $-407,079 |
| Net income (gross income less expenses) | 2011-12-31 | $295,079 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $11,717,192 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $11,422,113 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $783,763 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $7,891 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $2,533,225 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $689,005 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $684,460 |
| Total plan assets at end of year | 2010-12-31 | $11,422,113 |
| Total plan assets at beginning of year | 2010-12-31 | $9,577,893 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $21,612 |
| Other income received | 2010-12-31 | $1,749,470 |
| Net income (gross income less expenses) | 2010-12-31 | $1,844,220 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $11,422,113 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $9,577,893 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $762,143 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $4,545 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' 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 |
| 2022: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Multi-employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | Yes |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Multi-employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | Yes |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – 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: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – 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: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – 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: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING 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: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING 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: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING 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 |
| 2010: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' 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: SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' 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 – 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 |
