401k Plan data: SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST plan

SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

SCHROEDER & SCHREINER, P.C. has sponsored the creation of one or more 401k plans.

Company Name: SCHROEDER & SCHREINER, P.C.

Employer identification number (EIN): 470750655

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

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 BRUCE SCHREINER 2023-08-04
001 2021-01-01 BRUCE SCHREINER 2022-05-02
001 2020-01-01 BRUCE SCHREINER 2021-07-02
001 2019-01-01 BRUCE SCHREINER 2020-07-08
001 2018-01-01 BRUCE SCHREINER 2019-07-10
001 2017-01-01 BRUCE SCHREINER
001 2016-01-01 BRUCE SCHREINER
001 2015-01-01 BRUCE SCHREINER
001 2014-01-01 BRUCE SCHREINER
001 2013-01-01 BRUCE SCHREINER
001 2012-01-01 BRUCE SCHREINER BRUCE SCHREINER 2013-07-30
001 2011-01-01 BRUCE SCHREINER 2012-09-24 BRUCE SCHREINER 2012-09-24
001 2010-01-01 BRUCE SCHREINER 2011-10-17 BRUCE SCHREINER 2011-10-17

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	BRUCE SCHREINER	2023-08-04
001	2021-01-01	BRUCE SCHREINER	2022-05-02
001	2020-01-01	BRUCE SCHREINER	2021-07-02
001	2019-01-01	BRUCE SCHREINER	2020-07-08
001	2018-01-01	BRUCE SCHREINER	2019-07-10
001	2017-01-01	BRUCE SCHREINER
001	2016-01-01	BRUCE SCHREINER
001	2015-01-01	BRUCE SCHREINER
001	2014-01-01	BRUCE SCHREINER
001	2013-01-01	BRUCE SCHREINER
001	2012-01-01	BRUCE SCHREINER		BRUCE SCHREINER	2013-07-30
001	2011-01-01	BRUCE SCHREINER	2012-09-24	BRUCE SCHREINER	2012-09-24
001	2010-01-01	BRUCE SCHREINER	2011-10-17	BRUCE SCHREINER	2011-10-17

Plan Statistics for SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2017: SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
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 1
Total of all active and inactive participants 2017-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 12
Number of participants with account balances 2017-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
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 2
Total of all active and inactive participants 2015-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
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 2
Total of all active and inactive participants 2014-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
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 2
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2017: SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
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	1
Total of all active and inactive participants	2017-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	12
Number of participants with account balances	2017-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
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	2
Total of all active and inactive participants	2015-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
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	2
Total of all active and inactive participants	2014-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
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	2
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2017 : SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$348,214
Expenses. Total of all expenses incurred	2017-12-31	$37,438
Benefits paid (including direct rollovers)	2017-12-31	$37,270
Total plan assets at end of year	2017-12-31	$2,416,791
Total plan assets at beginning of year	2017-12-31	$2,106,015
Value of fidelity bond covering the plan	2017-12-31	$750,000
Total contributions received or receivable from participants	2017-12-31	$52,565
Assets. Value of loans (other than to participants)	2017-12-31	$0
Other income received	2017-12-31	$268,489
Net income (gross income less expenses)	2017-12-31	$310,776
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,416,791
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,106,015
Assets. Value of participant loans	2017-12-31	$9,502
Total contributions received or receivable from employer(s)	2017-12-31	$27,160
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$168
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$193,149
Expenses. Total of all expenses incurred	2016-12-31	$20,302
Benefits paid (including direct rollovers)	2016-12-31	$20,174
Total plan assets at end of year	2016-12-31	$2,106,015
Total plan assets at beginning of year	2016-12-31	$1,933,168
Value of fidelity bond covering the plan	2016-12-31	$750,000
Total contributions received or receivable from participants	2016-12-31	$47,529
Assets. Value of loans (other than to participants)	2016-12-31	$858,664
Other income received	2016-12-31	$119,602
Net income (gross income less expenses)	2016-12-31	$172,847
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,106,015
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,933,168
Assets. Value of participant loans	2016-12-31	$14,623
Total contributions received or receivable from employer(s)	2016-12-31	$26,018
Value of certain deemed distributions of participant loans	2016-12-31	$128
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$195,822
Expenses. Total of all expenses incurred	2015-12-31	$20,019
Benefits paid (including direct rollovers)	2015-12-31	$19,931
Total plan assets at end of year	2015-12-31	$1,933,168
Total plan assets at beginning of year	2015-12-31	$1,757,365
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$43,010
Assets. Value of loans (other than to participants)	2015-12-31	$767,246
Other income received	2015-12-31	$132,477
Net income (gross income less expenses)	2015-12-31	$175,803
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,933,168
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,757,365
Assets. Value of participant loans	2015-12-31	$19,531
Total contributions received or receivable from employer(s)	2015-12-31	$20,335
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$88
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$334,745
Expenses. Total of all expenses incurred	2014-12-31	$494,186
Benefits paid (including direct rollovers)	2014-12-31	$494,044
Total plan assets at end of year	2014-12-31	$1,757,365
Total plan assets at beginning of year	2014-12-31	$1,916,806
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$42,557
Other income received	2014-12-31	$272,037
Net income (gross income less expenses)	2014-12-31	$-159,441
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,757,365
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,916,806
Assets. Value of participant loans	2014-12-31	$24,235
Total contributions received or receivable from employer(s)	2014-12-31	$20,151
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$142
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$316,249
Expenses. Total of all expenses incurred	2013-12-31	$5,871
Benefits paid (including direct rollovers)	2013-12-31	$2,218
Total plan assets at end of year	2013-12-31	$1,916,806
Total plan assets at beginning of year	2013-12-31	$1,606,428
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$42,434
Other income received	2013-12-31	$253,130
Net income (gross income less expenses)	2013-12-31	$310,378
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,916,806
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,606,428
Total contributions received or receivable from employer(s)	2013-12-31	$20,685
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,653
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$186,819
Expenses. Total of all expenses incurred	2012-12-31	$3,138
Total plan assets at end of year	2012-12-31	$1,606,428
Total plan assets at beginning of year	2012-12-31	$1,422,747
Total contributions received or receivable from participants	2012-12-31	$41,926
Other income received	2012-12-31	$124,807
Net income (gross income less expenses)	2012-12-31	$183,681
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,606,428
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,422,747
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$20,086
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,138

Form 5500 Responses for SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

2017: SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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: SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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: SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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: SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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: SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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: SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	11
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $247
Total amount of fees paid to insurance company	USD $22
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $247
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	RETIREMENT, LLC SERIES TWO

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	12
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	12
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SCHROEDER & SCHREINER, P.C.
Employer identification number (EIN):	470750655
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants