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SCHMIDTCORP HOLDINGS INC. 401k Plan overview

Plan NameSCHMIDTCORP HOLDINGS INC.
Plan identification number 001

SCHMIDTCORP HOLDINGS INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SCHMIDTCORP HOLDINGS INC. has sponsored the creation of one or more 401k plans.

Company Name:SCHMIDTCORP HOLDINGS INC.
Employer identification number (EIN):471492015
NAIC Classification:722300
NAIC Description: Special Food Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHMIDTCORP HOLDINGS INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PAUL SCHMIDT
0012016-01-01PAUL SCHMIDT
0012015-01-01PAUL M. SCHMIDT
0012014-08-01PAUL SCHMIDT

Plan Statistics for SCHMIDTCORP HOLDINGS INC.

401k plan membership statisitcs for SCHMIDTCORP HOLDINGS INC.

Measure Date Value
2023: SCHMIDTCORP HOLDINGS INC. 2023 401k membership
Total participants, beginning-of-year2023-01-0114
Total number of active participants reported on line 7a of the Form 55002023-01-0113
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-015
Total of all active and inactive participants2023-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0118
Number of participants with account balances2023-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SCHMIDTCORP HOLDINGS INC. 2022 401k membership
Total participants, beginning-of-year2022-01-0116
Total number of active participants reported on line 7a of the Form 55002022-01-017
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-016
Total of all active and inactive participants2022-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0113
Number of participants with account balances2022-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SCHMIDTCORP HOLDINGS INC. 2021 401k membership
Total participants, beginning-of-year2021-01-018
Total number of active participants reported on line 7a of the Form 55002021-01-019
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-019
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SCHMIDTCORP HOLDINGS INC. 2020 401k membership
Total participants, beginning-of-year2020-01-0110
Total number of active participants reported on line 7a of the Form 55002020-01-016
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0111
Number of participants with account balances2020-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: SCHMIDTCORP HOLDINGS INC. 2019 401k membership
Total participants, beginning-of-year2019-01-019
Total number of active participants reported on line 7a of the Form 55002019-01-0112
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0113
Number of participants with account balances2019-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SCHMIDTCORP HOLDINGS INC. 2018 401k membership
Total participants, beginning-of-year2018-01-018
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-018
Number of participants with account balances2018-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SCHMIDTCORP HOLDINGS INC. 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: SCHMIDTCORP HOLDINGS INC. 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SCHMIDTCORP HOLDINGS INC. 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SCHMIDTCORP HOLDINGS INC. 2014 401k membership
Total participants, beginning-of-year2014-08-011
Total number of active participants reported on line 7a of the Form 55002014-08-011
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-010
Total of all active and inactive participants2014-08-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-010
Total participants2014-08-011
Number of participants with account balances2014-08-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-010

Financial Data on SCHMIDTCORP HOLDINGS INC.

Measure Date Value
2023 : SCHMIDTCORP HOLDINGS INC. 2023 401k financial data
Total income from all sources2023-12-31$97,008
Expenses. Total of all expenses incurred2023-12-31$0
Total plan assets at end of year2023-12-31$137,045
Total plan assets at beginning of year2023-12-31$40,037
Value of fidelity bond covering the plan2023-12-31$100,000
Other income received2023-12-31$97,008
Net income (gross income less expenses)2023-12-31$97,008
Net plan assets at end of year (total assets less liabilities)2023-12-31$137,045
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$40,037
Assets. Value of employer securities2023-12-31$118,527
2022 : SCHMIDTCORP HOLDINGS INC. 2022 401k financial data
Total income from all sources2022-12-31$21,661
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$40,037
Total plan assets at beginning of year2022-12-31$18,376
Value of fidelity bond covering the plan2022-12-31$100,000
Other income received2022-12-31$21,661
Net income (gross income less expenses)2022-12-31$21,661
Net plan assets at end of year (total assets less liabilities)2022-12-31$40,037
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$18,376
Assets. Value of employer securities2022-12-31$24,409
2021 : SCHMIDTCORP HOLDINGS INC. 2021 401k financial data
Total income from all sources2021-12-31$2,099
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$18,376
Total plan assets at beginning of year2021-12-31$16,277
Value of fidelity bond covering the plan2021-12-31$100,000
Other income received2021-12-31$2,099
Net income (gross income less expenses)2021-12-31$2,099
Net plan assets at end of year (total assets less liabilities)2021-12-31$18,376
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$16,277
Assets. Value of employer securities2021-12-31$0
2020 : SCHMIDTCORP HOLDINGS INC. 2020 401k financial data
Total income from all sources2020-12-31$-329,536
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$16,277
Total plan assets at beginning of year2020-12-31$345,813
Value of fidelity bond covering the plan2020-12-31$100,000
Other income received2020-12-31$-336,042
Net income (gross income less expenses)2020-12-31$-329,536
Net plan assets at end of year (total assets less liabilities)2020-12-31$16,277
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$345,813
Assets. Value of employer securities2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$6,506
2019 : SCHMIDTCORP HOLDINGS INC. 2019 401k financial data
Total income from all sources2019-12-31$-82,319
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$345,813
Total plan assets at beginning of year2019-12-31$428,132
Value of fidelity bond covering the plan2019-12-31$100,000
Other income received2019-12-31$-82,319
Net income (gross income less expenses)2019-12-31$-82,319
Net plan assets at end of year (total assets less liabilities)2019-12-31$345,813
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$428,132
Assets. Value of employer securities2019-12-31$336,581
2018 : SCHMIDTCORP HOLDINGS INC. 2018 401k financial data
Total income from all sources2018-12-31$-33,114
Total plan assets at end of year2018-12-31$428,132
Total plan assets at beginning of year2018-12-31$461,246
Value of fidelity bond covering the plan2018-12-31$100,000
Other income received2018-12-31$-38,269
Net income (gross income less expenses)2018-12-31$-33,114
Net plan assets at end of year (total assets less liabilities)2018-12-31$428,132
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$461,246
Assets. Value of employer securities2018-12-31$419,534
Total contributions received or receivable from employer(s)2018-12-31$5,155
2017 : SCHMIDTCORP HOLDINGS INC. 2017 401k financial data
Total income from all sources2017-12-31$-15,932
Expenses. Total of all expenses incurred2017-12-31$543
Benefits paid (including direct rollovers)2017-12-31$533
Total plan assets at end of year2017-12-31$461,246
Total plan assets at beginning of year2017-12-31$477,721
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$-15,932
Net income (gross income less expenses)2017-12-31$-16,475
Net plan assets at end of year (total assets less liabilities)2017-12-31$461,246
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$477,721
Assets. Value of employer securities2017-12-31$457,674
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$10
2016 : SCHMIDTCORP HOLDINGS INC. 2016 401k financial data
Total income from all sources2016-12-31$-54,592
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$477,721
Total plan assets at beginning of year2016-12-31$532,313
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-58,467
Net income (gross income less expenses)2016-12-31$-54,592
Net plan assets at end of year (total assets less liabilities)2016-12-31$477,721
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$532,313
Assets. Value of employer securities2016-12-31$473,847
Total contributions received or receivable from employer(s)2016-12-31$3,875
Value of certain deemed distributions of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : SCHMIDTCORP HOLDINGS INC. 2015 401k financial data
Total income from all sources2015-12-31$-126,933
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$532,313
Total plan assets at beginning of year2015-12-31$659,246
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-126,933
Net income (gross income less expenses)2015-12-31$-126,933
Net plan assets at end of year (total assets less liabilities)2015-12-31$532,313
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$659,246
Assets. Value of employer securities2015-12-31$532,313
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : SCHMIDTCORP HOLDINGS INC. 2014 401k financial data
Total income from all sources2014-12-31$659,261
Expenses. Total of all expenses incurred2014-12-31$15
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$659,246
Total plan assets at beginning of year2014-12-31$0
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$205,010
Other income received2014-12-31$454,251
Net income (gross income less expenses)2014-12-31$659,246
Net plan assets at end of year (total assets less liabilities)2014-12-31$659,246
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Assets. Value of employer securities2014-12-31$659,246
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$15

Form 5500 Responses for SCHMIDTCORP HOLDINGS INC.

2023: SCHMIDTCORP HOLDINGS INC. 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SCHMIDTCORP HOLDINGS INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SCHMIDTCORP HOLDINGS INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SCHMIDTCORP HOLDINGS INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SCHMIDTCORP HOLDINGS INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SCHMIDTCORP HOLDINGS INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SCHMIDTCORP HOLDINGS INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SCHMIDTCORP HOLDINGS INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SCHMIDTCORP HOLDINGS INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SCHMIDTCORP HOLDINGS INC. 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01First time form 5500 has been submittedYes
2014-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement - TrustYes

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