STANLEY SCHULTZ & CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STANLEY SCHULTZE & CO., INC. 401(K) SAVINGS AND RETIREMENT
401k plan membership statisitcs for STANLEY SCHULTZE & CO., INC. 401(K) SAVINGS AND RETIREMENT
Measure | Date | Value |
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2012: STANLEY SCHULTZE & CO., INC. 401(K) SAVINGS AND RETIREMENT 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 27 |
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 | 10 |
Total of all active and inactive participants | 2012-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 37 |
Number of participants with account balances | 2012-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 9 |
2011: STANLEY SCHULTZE & CO., INC. 401(K) SAVINGS AND RETIREMENT 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 28 |
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 | 5 |
Total of all active and inactive participants | 2011-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 33 |
Number of participants with account balances | 2011-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: STANLEY SCHULTZE & CO., INC. 401(K) SAVINGS AND RETIREMENT 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 8 |
Total of all active and inactive participants | 2009-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 35 |
Number of participants with account balances | 2009-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
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2012 : STANLEY SCHULTZE & CO., INC. 401(K) SAVINGS AND RETIREMENT 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $-214 |
Total income from all sources | 2012-12-31 | $305,973 |
Expenses. Total of all expenses incurred | 2012-12-31 | $5,460 |
Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $1,812,067 |
Total plan assets at beginning of year | 2012-12-31 | $1,511,768 |
Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
Total contributions received or receivable from participants | 2012-12-31 | $64,463 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $154 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $220,619 |
Net income (gross income less expenses) | 2012-12-31 | $300,513 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,812,067 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,511,768 |
Assets. Value of participant loans | 2012-12-31 | $21,014 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $20,891 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $5,306 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : STANLEY SCHULTZE & CO., INC. 401(K) SAVINGS AND RETIREMENT 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $216 |
Total income from all sources | 2011-12-31 | $13,781 |
Expenses. Total of all expenses incurred | 2011-12-31 | $13,704 |
Benefits paid (including direct rollovers) | 2011-12-31 | $13,500 |
Total plan assets at end of year | 2011-12-31 | $1,511,768 |
Total plan assets at beginning of year | 2011-12-31 | $1,511,475 |
Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
Total contributions received or receivable from participants | 2011-12-31 | $71,705 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $204 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-80,998 |
Net income (gross income less expenses) | 2011-12-31 | $77 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,511,768 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,511,475 |
Assets. Value of participant loans | 2011-12-31 | $29,744 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $23,074 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : STANLEY SCHULTZE & CO., INC. 401(K) SAVINGS AND RETIREMENT 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $252,615 |
Expenses. Total of all expenses incurred | 2010-12-31 | $114,395 |
Benefits paid (including direct rollovers) | 2010-12-31 | $113,369 |
Total plan assets at end of year | 2010-12-31 | $1,511,475 |
Total plan assets at beginning of year | 2010-12-31 | $1,373,255 |
Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
Total contributions received or receivable from participants | 2010-12-31 | $78,315 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $246 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $147,264 |
Net income (gross income less expenses) | 2010-12-31 | $138,220 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,511,475 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,373,255 |
Assets. Value of participant loans | 2010-12-31 | $22,856 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $27,036 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $780 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2009 : STANLEY SCHULTZE & CO., INC. 401(K) SAVINGS AND RETIREMENT 2009 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2012: STANLEY SCHULTZE & CO., INC. 401(K) SAVINGS AND RETIREMENT 2012 form 5500 responses |
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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 – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: STANLEY SCHULTZE & CO., INC. 401(K) SAVINGS AND RETIREMENT 2011 form 5500 responses |
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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 – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: STANLEY SCHULTZE & CO., INC. 401(K) SAVINGS AND RETIREMENT 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |