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| Plan Name | SCHMERSAHL TRELOAR & CO., P.C. 401(K) PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | SCHMERSAHL TRELOAR & CO., P.C. |
| Employer identification number (EIN): | 431540459 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2022-01-01 | JULIE HARTING | 2023-07-31 | ||
| 002 | 2021-01-01 | ||||
| 002 | 2020-01-01 | ||||
| 002 | 2019-01-01 | ||||
| 002 | 2018-01-01 | ||||
| 002 | 2017-01-01 | ||||
| 002 | 2016-01-01 | ||||
| 002 | 2015-01-01 | ||||
| 002 | 2014-01-01 | ||||
| 002 | 2013-01-01 | ||||
| 002 | 2012-01-01 | JULIE TRELOAR | 2013-09-19 | JULIE TRELOAR | 2013-09-19 |
| 002 | 2011-01-01 | JULIE TRELOAR | 2012-09-26 | ||
| 002 | 2009-01-01 | JULIE TRELOAR | 2010-09-21 | ||
| 002 | 2009-01-01 | JULIE TRELOAR |
| Measure | Date | Value |
|---|---|---|
| 2009: SCHMERSAHL TRELOAR & CO., P.C. 401(K) PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 51 |
| 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 | 12 |
| Total of all active and inactive participants | 2009-01-01 | 63 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 63 |
| Number of participants with account balances | 2009-01-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 4 |
| Measure | Date | Value |
|---|---|---|
| 2010 : SCHMERSAHL TRELOAR & CO., P.C. 401(K) PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $545,060 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $41,273 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $27,237 |
| Total plan assets at end of year | 2010-12-31 | $1,981,458 |
| Total plan assets at beginning of year | 2010-12-31 | $1,477,671 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $228,879 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $42,443 |
| Other income received | 2010-12-31 | $233,741 |
| Net income (gross income less expenses) | 2010-12-31 | $503,787 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,981,458 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,477,671 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $39,997 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $13,032 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,004 |
| 2009: SCHMERSAHL TRELOAR & CO., P.C. 401(K) PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |||||||||||||||||
| Policy contract number | RM 83362-1 | ||||||||||||||||
| Policy instance | 1 | ||||||||||||||||
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