SCHROEDER & SCHREINER, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2025 : SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-05-22 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-22 | 5269 |
| Net assets as of the end of the plan year | 2025-05-22 | 1422250 |
| Total assets as of the beginning of the plan year | 2025-05-22 | 1224057 |
| Value of plan covered by a fidelity bond | 2025-05-22 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-22 | 42409 |
| Other income to plan in this plan year | 2025-05-22 | 137252 |
| Plan net income in this plan year | 2025-05-22 | 198193 |
| Net assets as of the end of the plan year | 2025-05-22 | 1422250 |
| Net assets as of the beginning of the plan year | 2025-05-22 | 1224057 |
| Employer contributions to plan in this plan year | 2025-05-22 | 23801 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-22 | 1936 |
| 2024 : SCHROEDER & SCHREINER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-18 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-18 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-18 | 468433 |
| Net assets as of the end of the plan year | 2024-06-18 | 1224057 |
| Total assets as of the beginning of the plan year | 2024-06-18 | 1420375 |
| Value of plan covered by a fidelity bond | 2024-06-18 | 500000 |
| Participant contributions to plan in this plan year | 2024-06-18 | 39830 |
| Other expenses paid from plan in this plan year | 2024-06-18 | 0 |
| Other contributions to plan in this plan year | 2024-06-18 | 0 |
| Other income to plan in this plan year | 2024-06-18 | 209713 |
| Plan net income in this plan year | 2024-06-18 | -196318 |
| Net assets as of the end of the plan year | 2024-06-18 | 1224057 |
| Net assets as of the beginning of the plan year | 2024-06-18 | 1420375 |
| Employer contributions to plan in this plan year | 2024-06-18 | 22572 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-18 | 2029 |
| 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 |
| 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 |
