Plan Name | SCHLENGER/PITZ & ASSOCIATES, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | SCHLENGER/PITZ & ASSOCIATES, INC. |
Employer identification number (EIN): | 521953712 |
NAIC Classification: | 541330 |
NAIC Description: | Engineering Services |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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001 | 2015-01-01 | PATRICIA A. DEVON | 2015-09-10 | ||
001 | 2014-01-01 | PATRICIA A. DEVON | 2015-09-10 | ||
001 | 2013-01-01 | PATRICIA A. DEVON | 2014-06-27 | ||
001 | 2012-01-01 | PATRICIA A. DEVON | 2013-07-22 | ||
001 | 2011-01-01 | JAMIE KASS | 2012-10-02 | ||
001 | 2010-01-01 | JAMIE KASS | 2011-06-22 | ||
001 | 2008-01-01 | JAMIE KASS |
Measure | Date | Value |
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2008: SCHLENGER/PITZ & ASSOCIATES, INC. 401(K) PLAN 2008 401k membership | ||
Total participants, beginning-of-year | 2008-01-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 68 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 4 |
Total of all active and inactive participants | 2008-01-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
Total participants | 2008-01-01 | 72 |
Number of participants with account balances | 2008-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2008 : SCHLENGER/PITZ & ASSOCIATES, INC. 401(K) PLAN 2008 401k financial data | ||
Total income from all sources | 2008-12-31 | $-500,592 |
Expenses. Total of all expenses incurred | 2008-12-31 | $153,632 |
Benefits paid (including direct rollovers) | 2008-12-31 | $153,222 |
Total plan assets at end of year | 2008-12-31 | $2,409,793 |
Total plan assets at beginning of year | 2008-12-31 | $3,064,017 |
Value of fidelity bond covering the plan | 2008-12-31 | $100,000 |
Total contributions received or receivable from participants | 2008-12-31 | $324,909 |
Contributions received from other sources (not participants or employers) | 2008-12-31 | $12,312 |
Other income received | 2008-12-31 | $-937,813 |
Net income (gross income less expenses) | 2008-12-31 | $-654,224 |
Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $2,409,793 |
Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $3,064,017 |
Assets. Value of participant loans | 2008-12-31 | $70,625 |
Total contributions received or receivable from employer(s) | 2008-12-31 | $100,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2008-12-31 | $410 |
2008: SCHLENGER/PITZ & ASSOCIATES, INC. 401(K) PLAN 2008 form 5500 responses | ||
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2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | Yes |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2008-01-01 | Plan funding arrangement – Insurance | Yes |
2008-01-01 | Plan funding arrangement – Trust | Yes |
2008-01-01 | Plan benefit arrangement – Insurance | Yes |
2008-01-01 | Plan benefit arrangement - Trust | Yes |
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | GA-039345 | ||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 100523 | ||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||
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