401k Plan data: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN plan

SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 401k Plan overview

Plan Name	SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN
Plan identification number	001

SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SIEGEL, BARNETT & SCHUTZ, LLP has sponsored the creation of one or more 401k plans.

Company Name: SIEGEL, BARNETT & SCHUTZ, LLP

Employer identification number (EIN): 460241120

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 VICKI NASH
001 2017-01-01 VICKI NASH VICKI NASH 2018-07-17
001 2016-01-01 VICKI NASH VICKI NASH 2017-06-22
001 2015-01-01 VICKI NASH VICKI NASH 2016-07-15
001 2014-01-01 VICKI NASH VICKI NASH 2015-06-15
001 2013-01-01 VICKI NASH VICKI NASH 2014-07-29
001 2012-01-01 VICKI NASH VICKI NASH 2013-07-22
001 2011-01-01 JEFF SVEEN JEFF SVEEN 2012-09-06

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	VICKI NASH
001	2017-01-01	VICKI NASH	VICKI NASH	2018-07-17
001	2016-01-01	VICKI NASH	VICKI NASH	2017-06-22
001	2015-01-01	VICKI NASH	VICKI NASH	2016-07-15
001	2014-01-01	VICKI NASH	VICKI NASH	2015-06-15
001	2013-01-01	VICKI NASH	VICKI NASH	2014-07-29
001	2012-01-01	VICKI NASH	VICKI NASH	2013-07-22
001	2011-01-01	JEFF SVEEN	JEFF SVEEN	2012-09-06

Plan Statistics for SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN

401k plan membership statisitcs for SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN

Measure Date Value
2023: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 17
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 3
Total of all active and inactive participants 2023-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 21
Number of participants with account balances 2023-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 17
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 5
Total of all active and inactive participants 2022-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 24
Number of participants with account balances 2022-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 15
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 6
Total of all active and inactive participants 2021-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 22
Number of participants with account balances 2021-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 16
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 21
Number of participants with account balances 2020-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 16
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 20
Number of participants with account balances 2019-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 16
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 5
Total of all active and inactive participants 2018-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 22
Number of participants with account balances 2018-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 20
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 27
Number of participants with account balances 2017-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 20
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 26
Number of participants with account balances 2016-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 19
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 22
Number of participants with account balances 2015-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 21
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 3
Total of all active and inactive participants 2014-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 24
Number of participants with account balances 2014-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 20
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 4
Total of all active and inactive participants 2013-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 24
Number of participants with account balances 2013-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
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 4
Total of all active and inactive participants 2012-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 24
Number of participants with account balances 2012-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 22
Number of participants with account balances 2011-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2023: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	17
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	3
Total of all active and inactive participants	2023-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	21
Number of participants with account balances	2023-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	17
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	5
Total of all active and inactive participants	2022-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	24
Number of participants with account balances	2022-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	15
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	6
Total of all active and inactive participants	2021-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	22
Number of participants with account balances	2021-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	16
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	21
Number of participants with account balances	2020-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	16
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	20
Number of participants with account balances	2019-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	16
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	5
Total of all active and inactive participants	2018-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	22
Number of participants with account balances	2018-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	20
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	27
Number of participants with account balances	2017-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	20
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	26
Number of participants with account balances	2016-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	19
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	22
Number of participants with account balances	2015-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	21
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	3
Total of all active and inactive participants	2014-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	24
Number of participants with account balances	2014-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	20
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	4
Total of all active and inactive participants	2013-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	24
Number of participants with account balances	2013-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
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	4
Total of all active and inactive participants	2012-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	24
Number of participants with account balances	2012-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	22
Number of participants with account balances	2011-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN

Measure	Date	Value
2023 : SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$845,555
Expenses. Total of all expenses incurred	2023-12-31	$1,523,312
Benefits paid (including direct rollovers)	2023-12-31	$1,523,312
Total plan assets at end of year	2023-12-31	$3,694,034
Total plan assets at beginning of year	2023-12-31	$4,371,791
Value of fidelity bond covering the plan	2023-12-31	$438,000
Total contributions received or receivable from participants	2023-12-31	$44,206
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$15,978
Other income received	2023-12-31	$761,443
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$-677,757
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$3,694,034
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$4,371,791
Total contributions received or receivable from employer(s)	2023-12-31	$23,928
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2022 : SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-986,654
Expenses. Total of all expenses incurred	2022-12-31	$20,389
Benefits paid (including direct rollovers)	2022-12-31	$4,990
Total plan assets at end of year	2022-12-31	$4,371,791
Total plan assets at beginning of year	2022-12-31	$5,378,834
Value of fidelity bond covering the plan	2022-12-31	$250,000
Total contributions received or receivable from participants	2022-12-31	$141,371
Other income received	2022-12-31	$-1,152,777
Net income (gross income less expenses)	2022-12-31	$-1,007,043
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,371,791
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,378,834
Total contributions received or receivable from employer(s)	2022-12-31	$24,752
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$15,399
2021 : SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$945,116
Expenses. Total of all expenses incurred	2021-12-31	$15,648
Benefits paid (including direct rollovers)	2021-12-31	$966
Total plan assets at end of year	2021-12-31	$5,378,834
Total plan assets at beginning of year	2021-12-31	$4,449,366
Value of fidelity bond covering the plan	2021-12-31	$250,000
Total contributions received or receivable from participants	2021-12-31	$120,492
Contributions received from other sources (not participants or employers)	2021-12-31	$1,157
Other income received	2021-12-31	$798,642
Net income (gross income less expenses)	2021-12-31	$929,468
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,378,834
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,449,366
Total contributions received or receivable from employer(s)	2021-12-31	$24,825
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$14,682
2020 : SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2020 401k financial data
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$955,541
Expenses. Total of all expenses incurred	2020-12-31	$150,198
Benefits paid (including direct rollovers)	2020-12-31	$138,254
Total plan assets at end of year	2020-12-31	$4,449,366
Total plan assets at beginning of year	2020-12-31	$3,644,023
Value of fidelity bond covering the plan	2020-12-31	$250,000
Total contributions received or receivable from participants	2020-12-31	$99,352
Other income received	2020-12-31	$829,965
Net income (gross income less expenses)	2020-12-31	$805,343
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,449,366
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,644,023
Total contributions received or receivable from employer(s)	2020-12-31	$26,224
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$11,944
2019 : SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$744,528
Expenses. Total of all expenses incurred	2019-12-31	$219,033
Benefits paid (including direct rollovers)	2019-12-31	$205,188
Total plan assets at end of year	2019-12-31	$3,644,023
Total plan assets at beginning of year	2019-12-31	$3,118,528
Value of fidelity bond covering the plan	2019-12-31	$380,000
Total contributions received or receivable from participants	2019-12-31	$38,621
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Other income received	2019-12-31	$688,865
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$525,495
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,644,023
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,118,528
Total contributions received or receivable from employer(s)	2019-12-31	$17,042
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$2,799
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$11,046
2018 : SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-119,265
Expenses. Total of all expenses incurred	2018-12-31	$217,206
Benefits paid (including direct rollovers)	2018-12-31	$206,246
Total plan assets at end of year	2018-12-31	$3,118,528
Total plan assets at beginning of year	2018-12-31	$3,454,999
Value of fidelity bond covering the plan	2018-12-31	$380,000
Total contributions received or receivable from participants	2018-12-31	$47,684
Expenses. Other expenses not covered elsewhere	2018-12-31	$10,960
Other income received	2018-12-31	$-181,347
Net income (gross income less expenses)	2018-12-31	$-336,471
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,118,528
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,454,999
Total contributions received or receivable from employer(s)	2018-12-31	$14,398
2017 : SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$690,714
Expenses. Total of all expenses incurred	2017-12-31	$799,575
Benefits paid (including direct rollovers)	2017-12-31	$788,014
Total plan assets at end of year	2017-12-31	$3,454,999
Total plan assets at beginning of year	2017-12-31	$3,563,860
Value of fidelity bond covering the plan	2017-12-31	$380,000
Total contributions received or receivable from participants	2017-12-31	$52,876
Other income received	2017-12-31	$621,608
Net income (gross income less expenses)	2017-12-31	$-108,861
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,454,999
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,563,860
Assets. Value of participant loans	2017-12-31	$2,137
Total contributions received or receivable from employer(s)	2017-12-31	$16,230
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$11,561
2016 : SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$339,185
Expenses. Total of all expenses incurred	2016-12-31	$515,076
Benefits paid (including direct rollovers)	2016-12-31	$503,741
Total plan assets at end of year	2016-12-31	$3,563,860
Total plan assets at beginning of year	2016-12-31	$3,739,751
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$72,714
Other income received	2016-12-31	$250,822
Net income (gross income less expenses)	2016-12-31	$-175,891
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,563,860
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,739,751
Assets. Value of participant loans	2016-12-31	$8,567
Total contributions received or receivable from employer(s)	2016-12-31	$15,649
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$11,335
2015 : SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-12,421
Expenses. Total of all expenses incurred	2015-12-31	$49,989
Benefits paid (including direct rollovers)	2015-12-31	$37,833
Total plan assets at end of year	2015-12-31	$3,739,751
Total plan assets at beginning of year	2015-12-31	$3,802,161
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$68,396
Other income received	2015-12-31	$-97,820
Net income (gross income less expenses)	2015-12-31	$-62,410
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,739,751
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,802,161
Assets. Value of participant loans	2015-12-31	$15,523
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$54,061
Total contributions received or receivable from employer(s)	2015-12-31	$17,003
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$12,156
2014 : SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$346,319
Expenses. Total of all expenses incurred	2014-12-31	$59,132
Benefits paid (including direct rollovers)	2014-12-31	$47,629
Total plan assets at end of year	2014-12-31	$3,802,161
Total plan assets at beginning of year	2014-12-31	$3,514,974
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$109,523
Other income received	2014-12-31	$220,933
Net income (gross income less expenses)	2014-12-31	$287,187
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,802,161
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,514,974
Assets. Value of participant loans	2014-12-31	$22,484
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$49,577
Total contributions received or receivable from employer(s)	2014-12-31	$15,863
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$11,503
2013 : SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$667,185
Expenses. Total of all expenses incurred	2013-12-31	$181,845
Benefits paid (including direct rollovers)	2013-12-31	$171,655
Total plan assets at end of year	2013-12-31	$3,514,974
Total plan assets at beginning of year	2013-12-31	$3,029,634
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$96,882
Other income received	2013-12-31	$556,712
Net income (gross income less expenses)	2013-12-31	$485,340
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,514,974
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,029,634
Assets. Value of participant loans	2013-12-31	$29,155
Total contributions received or receivable from employer(s)	2013-12-31	$13,591
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$10,190
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$521,312
Expenses. Total of all expenses incurred	2012-12-31	$169,636
Benefits paid (including direct rollovers)	2012-12-31	$163,860
Total plan assets at end of year	2012-12-31	$3,029,634
Total plan assets at beginning of year	2012-12-31	$2,677,958
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$103,950
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$390,807
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$351,676
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,029,634
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,677,958
Assets. Value of participant loans	2012-12-31	$4,914
Total contributions received or receivable from employer(s)	2012-12-31	$26,555
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,776
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$103,812
Expenses. Total of all expenses incurred	2011-12-31	$16,197
Total plan assets at end of year	2011-12-31	$2,677,958
Total plan assets at beginning of year	2011-12-31	$2,590,341
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$95,947
Contributions received from other sources (not participants or employers)	2011-12-31	$2,282
Other income received	2011-12-31	$-35,015
Net income (gross income less expenses)	2011-12-31	$87,615
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,677,958
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,590,341
Assets. Value of participant loans	2011-12-31	$8,579
Total contributions received or receivable from employer(s)	2011-12-31	$40,598
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$16,197
2010 : SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$473,121
Expenses. Total of all expenses incurred	2010-12-31	$12,216
Benefits paid (including direct rollovers)	2010-12-31	$6,397
Total plan assets at end of year	2010-12-31	$2,590,341
Total plan assets at beginning of year	2010-12-31	$2,129,436
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$84,062
Expenses. Other expenses not covered elsewhere	2010-12-31	$5,819
Contributions received from other sources (not participants or employers)	2010-12-31	$90,499
Other income received	2010-12-31	$271,354
Net income (gross income less expenses)	2010-12-31	$460,905
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,590,341
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,129,436
Assets. Value of participant loans	2010-12-31	$6,542
Total contributions received or receivable from employer(s)	2010-12-31	$27,206

Form 5500 Responses for SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN

2023: SIEGEL, BARNETT & SCHUTZ, LLP 401K 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: SIEGEL, BARNETT & SCHUTZ, LLP 401K 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: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single 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	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SIEGEL, BARNETT & SCHUTZ, LLP 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
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	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SIEGEL, BARNETT & SCHUTZ, LLP 401K 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SIEGEL, BARNETT & SCHUTZ, LLP 401K 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SIEGEL, BARNETT & SCHUTZ, LLP 401K 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SIEGEL, BARNETT & SCHUTZ, LLP 401K 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SIEGEL, BARNETT & SCHUTZ, LLP 401K 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SIEGEL, BARNETT & SCHUTZ, LLP 401K 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SIEGEL, BARNETT & SCHUTZ, LLP 401K 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SIEGEL, BARNETT & SCHUTZ, LLP 401K 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SIEGEL, BARNETT & SCHUTZ, LLP 401K 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SIEGEL, BARNETT & SCHUTZ, LLP
Employer identification number (EIN):	460241120
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers