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HERMANN D SCHUBERT MD 401k Plan overview

Plan NameHERMANN D SCHUBERT MD
Plan identification number 001

HERMANN D SCHUBERT MD Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

HERMANN D SCHUBERT MD has sponsored the creation of one or more 401k plans.

Company Name:HERMANN D SCHUBERT MD
Employer identification number (EIN):621748019
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERMANN D SCHUBERT MD

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
0012018-01-01HERMANN SCHUBERT2019-07-18 HERMANN SCHUBERT2019-07-18
0012017-01-01HERMANN SCHUBERT2018-08-06 HERMANN SCHUBERT2018-08-06
0012016-01-01HERMANN SCHUBERT2017-08-01 HERMANN SCHUBERT2017-08-01
0012015-01-01HERMANN SCHUBERT2016-06-30 HERMANN SCHUBERT2016-06-30
0012014-01-01HERMANN SCHUBERT2015-07-28 HERMANN SCHUBERT2015-07-28
0012013-01-01HERMANN SCHUBERT2014-07-23 HERMANN SCHUBERT2014-07-23
0012012-01-01HERMANN SCHUBERT HERMANN SCHUBERT2013-07-10
0012011-01-01HERMANN SCHUBERT
0012009-01-01 HERMANN SCHUBERT2010-11-15

Plan Statistics for HERMANN D SCHUBERT MD

401k plan membership statisitcs for HERMANN D SCHUBERT MD

Measure Date Value
2023: HERMANN D SCHUBERT MD 2023 401k membership
Total participants, beginning-of-year2023-01-012
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-012
Number of participants with account balances2023-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
Number of employers contributing to the scheme2023-01-010
2022: HERMANN D SCHUBERT MD 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-010
2021: HERMANN D SCHUBERT MD 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-010
2020: HERMANN D SCHUBERT MD 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-010
2019: HERMANN D SCHUBERT MD 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-012
2018: HERMANN D SCHUBERT MD 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
2017: HERMANN D SCHUBERT MD 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
2016: HERMANN D SCHUBERT MD 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
2015: HERMANN D SCHUBERT MD 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
2014: HERMANN D SCHUBERT MD 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
2013: HERMANN D SCHUBERT MD 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: HERMANN D SCHUBERT MD 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: HERMANN D SCHUBERT MD 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2009: HERMANN D SCHUBERT MD 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012

Financial Data on HERMANN D SCHUBERT MD

Measure Date Value
2023 : HERMANN D SCHUBERT MD 2023 401k financial data
Transfers to/from the plan2023-12-31$-216,546
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$16,175
Expenses. Total of all expenses incurred2023-12-31$60,873
Benefits paid (including direct rollovers)2023-12-31$31,157
Total plan assets at end of year2023-12-31$445,051
Total plan assets at beginning of year2023-12-31$706,295
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$29,716
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$16,175
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-44,698
Net plan assets at end of year (total assets less liabilities)2023-12-31$445,051
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$706,295
Total contributions received or receivable from employer(s)2023-12-31$0
2022 : HERMANN D SCHUBERT MD 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$24,645
Expenses. Total of all expenses incurred2022-12-31$30,346
Benefits paid (including direct rollovers)2022-12-31$30,346
Total plan assets at end of year2022-12-31$706,295
Total plan assets at beginning of year2022-12-31$711,996
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$24,645
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-5,701
Net plan assets at end of year (total assets less liabilities)2022-12-31$706,295
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$711,996
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : HERMANN D SCHUBERT MD 2021 401k financial data
Total income from all sources2021-12-31$48,815
Expenses. Total of all expenses incurred2021-12-31$30,651
Benefits paid (including direct rollovers)2021-12-31$30,651
Total plan assets at end of year2021-12-31$711,996
Total plan assets at beginning of year2021-12-31$693,832
Other income received2021-12-31$48,815
Net income (gross income less expenses)2021-12-31$18,164
Net plan assets at end of year (total assets less liabilities)2021-12-31$711,996
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$693,832
2020 : HERMANN D SCHUBERT MD 2020 401k financial data
Total income from all sources2020-12-31$16,958
Expenses. Total of all expenses incurred2020-12-31$11,779
Benefits paid (including direct rollovers)2020-12-31$11,779
Total plan assets at end of year2020-12-31$693,832
Total plan assets at beginning of year2020-12-31$688,653
Other income received2020-12-31$16,958
Net income (gross income less expenses)2020-12-31$5,179
Net plan assets at end of year (total assets less liabilities)2020-12-31$693,832
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$688,653
2019 : HERMANN D SCHUBERT MD 2019 401k financial data
Total income from all sources2019-12-31$28,713
Expenses. Total of all expenses incurred2019-12-31$28,223
Benefits paid (including direct rollovers)2019-12-31$28,223
Total plan assets at end of year2019-12-31$688,653
Total plan assets at beginning of year2019-12-31$688,163
Other income received2019-12-31$28,713
Net income (gross income less expenses)2019-12-31$490
Net plan assets at end of year (total assets less liabilities)2019-12-31$688,653
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$688,163
2018 : HERMANN D SCHUBERT MD 2018 401k financial data
Transfers to/from the plan2018-12-31$-1,378,891
Total income from all sources2018-12-31$39,510
Expenses. Total of all expenses incurred2018-12-31$78,404
Benefits paid (including direct rollovers)2018-12-31$78,404
Total plan assets at end of year2018-12-31$688,163
Total plan assets at beginning of year2018-12-31$2,105,948
Other income received2018-12-31$39,510
Net income (gross income less expenses)2018-12-31$-38,894
Net plan assets at end of year (total assets less liabilities)2018-12-31$688,163
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,105,948
2017 : HERMANN D SCHUBERT MD 2017 401k financial data
Total income from all sources2017-12-31$240,206
Expenses. Total of all expenses incurred2017-12-31$10,738
Benefits paid (including direct rollovers)2017-12-31$10,738
Total plan assets at end of year2017-12-31$2,105,948
Total plan assets at beginning of year2017-12-31$1,876,480
Other income received2017-12-31$240,206
Net income (gross income less expenses)2017-12-31$229,468
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,105,948
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,876,480
2016 : HERMANN D SCHUBERT MD 2016 401k financial data
Total income from all sources2016-12-31$155,277
Expenses. Total of all expenses incurred2016-12-31$10,428
Benefits paid (including direct rollovers)2016-12-31$10,428
Total plan assets at end of year2016-12-31$1,876,480
Total plan assets at beginning of year2016-12-31$1,731,631
Other income received2016-12-31$102,277
Net income (gross income less expenses)2016-12-31$144,849
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,876,480
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,731,631
Total contributions received or receivable from employer(s)2016-12-31$53,000
2015 : HERMANN D SCHUBERT MD 2015 401k financial data
Total income from all sources2015-12-31$68,816
Expenses. Total of all expenses incurred2015-12-31$10,191
Benefits paid (including direct rollovers)2015-12-31$10,191
Total plan assets at end of year2015-12-31$1,731,631
Total plan assets at beginning of year2015-12-31$1,673,006
Other income received2015-12-31$15,816
Net income (gross income less expenses)2015-12-31$58,625
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,731,631
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,673,006
Total contributions received or receivable from employer(s)2015-12-31$53,000
2014 : HERMANN D SCHUBERT MD 2014 401k financial data
Total income from all sources2014-12-31$138,338
Expenses. Total of all expenses incurred2014-12-31$9,892
Benefits paid (including direct rollovers)2014-12-31$9,892
Total plan assets at end of year2014-12-31$1,673,006
Total plan assets at beginning of year2014-12-31$1,544,560
Other income received2014-12-31$86,338
Net income (gross income less expenses)2014-12-31$128,446
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,673,006
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,544,560
Total contributions received or receivable from employer(s)2014-12-31$52,000
2013 : HERMANN D SCHUBERT MD 2013 401k financial data
Total income from all sources2013-12-31$231,742
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$1,544,560
Total plan assets at beginning of year2013-12-31$1,312,818
Other income received2013-12-31$168,121
Net income (gross income less expenses)2013-12-31$231,742
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,544,560
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,312,818
Total contributions received or receivable from employer(s)2013-12-31$63,621
2012 : HERMANN D SCHUBERT MD 2012 401k financial data
Total income from all sources2012-12-31$174,393
Total plan assets at end of year2012-12-31$1,312,818
Total plan assets at beginning of year2012-12-31$1,138,424
Total contributions received or receivable from participants2012-12-31$108,503
Net income (gross income less expenses)2012-12-31$174,393
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,312,818
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,138,424
Total contributions received or receivable from employer(s)2012-12-31$65,890
2011 : HERMANN D SCHUBERT MD 2011 401k financial data
Total income from all sources2011-12-31$76,461
Total plan assets at end of year2011-12-31$1,138,424
Total plan assets at beginning of year2011-12-31$1,061,963
Total contributions received or receivable from participants2011-12-31$11,816
Net income (gross income less expenses)2011-12-31$76,461
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,138,424
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,061,963
Total contributions received or receivable from employer(s)2011-12-31$64,645
2010 : HERMANN D SCHUBERT MD 2010 401k financial data
Total income from all sources2010-12-31$156,206
Total plan assets at end of year2010-12-31$1,061,963
Total plan assets at beginning of year2010-12-31$905,757
Other income received2010-12-31$91,003
Net income (gross income less expenses)2010-12-31$156,206
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,061,963
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$905,757
Total contributions received or receivable from employer(s)2010-12-31$65,203

Form 5500 Responses for HERMANN D SCHUBERT MD

2023: HERMANN D SCHUBERT MD 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: HERMANN D SCHUBERT MD 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: HERMANN D SCHUBERT MD 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: HERMANN D SCHUBERT MD 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: HERMANN D SCHUBERT MD 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: HERMANN D SCHUBERT MD 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HERMANN D SCHUBERT MD 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HERMANN D SCHUBERT MD 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HERMANN D SCHUBERT MD 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HERMANN D SCHUBERT MD 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HERMANN D SCHUBERT MD 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HERMANN D SCHUBERT MD 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HERMANN D SCHUBERT MD 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HERMANN D SCHUBERT MD 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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