Plan Name | TIM SCHULTZ PC PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | TIM SCHULTZ, P.C. |
Employer identification number (EIN): | 742587922 |
NAIC Classification: | 541211 |
NAIC Description: | Offices of Certified Public Accountants |
Additional information about TIM SCHULTZ, P.C.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1990-12-10 |
Company Identification Number: | 0091557902 |
Legal Registered Office Address: |
3007 IRON STONE CT SAN ANTONIO United States of America (USA) 78230 |
More information about TIM SCHULTZ, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | TIMOTHY W SCHULTZ | |||
002 | 2016-01-01 | TIMOTHY W SCHULTZ | |||
002 | 2015-01-01 | TIMOTHY W SCHULTZ | |||
002 | 2014-01-01 | TIMOTHY W SCHULTZ | |||
002 | 2013-01-01 | TIMOTHY W SCHULTZ | |||
002 | 2012-01-01 | TIMOTHY W SCHULTZ | |||
002 | 2011-01-01 | TIMOTHY W SCHULTZ | |||
002 | 2009-01-01 | TIMOTHY W SCHULTZ |
Measure | Date | Value |
---|---|---|
2020: TIM SCHULTZ PC PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 4 |
Number of participants with account balances | 2020-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: TIM SCHULTZ PC PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
Total of all active and inactive participants | 2019-01-01 | 4 |
Total participants | 2019-01-01 | 4 |
Number of participants with account balances | 2019-01-01 | 4 |
2018: TIM SCHULTZ PC PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
Total of all active and inactive participants | 2018-01-01 | 4 |
Total participants | 2018-01-01 | 4 |
2017: TIM SCHULTZ PC PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
Total of all active and inactive participants | 2017-01-01 | 4 |
Total participants | 2017-01-01 | 4 |
Number of participants with account balances | 2017-01-01 | 4 |
2016: TIM SCHULTZ PC PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 3 |
Total participants | 2016-01-01 | 3 |
Number of participants with account balances | 2016-01-01 | 3 |
2015: TIM SCHULTZ PC PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Total of all active and inactive participants | 2015-01-01 | 4 |
Total participants | 2015-01-01 | 4 |
Number of participants with account balances | 2015-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: TIM SCHULTZ PC PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Total participants | 2014-01-01 | 4 |
Number of participants with account balances | 2014-01-01 | 4 |
2013: TIM SCHULTZ PC PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Total participants | 2013-01-01 | 4 |
Number of participants with account balances | 2013-01-01 | 4 |
2012: TIM SCHULTZ PC PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
Total of all active and inactive participants | 2012-01-01 | 5 |
Total participants | 2012-01-01 | 5 |
Number of participants with account balances | 2012-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: TIM SCHULTZ PC PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 3 |
Number of participants with account balances | 2011-01-01 | 3 |
2009: TIM SCHULTZ PC PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 4 |
Measure | Date | Value |
---|---|---|
2020 : TIM SCHULTZ PC PROFIT SHARING PLAN 2020 401k financial data | ||
Total income from all sources | 2020-12-31 | $-230,452 |
Expenses. Total of all expenses incurred | 2020-12-31 | $2,019,160 |
Benefits paid (including direct rollovers) | 2020-12-31 | $2,013,676 |
Total plan assets at end of year | 2020-12-31 | $0 |
Total plan assets at beginning of year | 2020-12-31 | $2,249,612 |
Value of fidelity bond covering the plan | 2020-12-31 | $200,000 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $5,484 |
Other income received | 2020-12-31 | $-231,227 |
Net income (gross income less expenses) | 2020-12-31 | $-2,249,612 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,249,612 |
Assets. Value of participant loans | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $775 |
2019 : TIM SCHULTZ PC PROFIT SHARING PLAN 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $365,213 |
Expenses. Total of all expenses incurred | 2019-12-31 | $17,431 |
Total plan assets at end of year | 2019-12-31 | $2,249,612 |
Total plan assets at beginning of year | 2019-12-31 | $1,901,830 |
Value of fidelity bond covering the plan | 2019-12-31 | $200,000 |
Assets. Value of tangible personal property | 2019-12-31 | $0 |
Total contributions received or receivable from participants | 2019-12-31 | $37,756 |
Assets. Value of loans (other than to participants) | 2019-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $17,431 |
Other income received | 2019-12-31 | $284,239 |
Net income (gross income less expenses) | 2019-12-31 | $347,782 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,249,612 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,901,830 |
Assets. Value of participant loans | 2019-12-31 | $20,073 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $0 |
Assets. Value of employer securities | 2019-12-31 | $0 |
Assets. Value of employer real property | 2019-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $43,218 |
2018 : TIM SCHULTZ PC PROFIT SHARING PLAN 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $70,753 |
Expenses. Total of all expenses incurred | 2018-12-31 | $16,529 |
Total plan assets at end of year | 2018-12-31 | $1,901,830 |
Total plan assets at beginning of year | 2018-12-31 | $1,847,606 |
Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
Total contributions received or receivable from participants | 2018-12-31 | $34,026 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $16,529 |
Other income received | 2018-12-31 | $-15,968 |
Net income (gross income less expenses) | 2018-12-31 | $54,224 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,901,830 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,847,606 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $52,695 |
2017 : TIM SCHULTZ PC PROFIT SHARING PLAN 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $292,841 |
Expenses. Total of all expenses incurred | 2017-12-31 | $14,675 |
Total plan assets at end of year | 2017-12-31 | $1,847,606 |
Total plan assets at beginning of year | 2017-12-31 | $1,569,440 |
Value of fidelity bond covering the plan | 2017-12-31 | $150,000 |
Total contributions received or receivable from participants | 2017-12-31 | $36,674 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $14,675 |
Other income received | 2017-12-31 | $205,276 |
Net income (gross income less expenses) | 2017-12-31 | $278,166 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,847,606 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,569,440 |
Assets. Value of participant loans | 2017-12-31 | $33,459 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $50,891 |
2016 : TIM SCHULTZ PC PROFIT SHARING PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $116,534 |
Expenses. Total of all expenses incurred | 2016-12-31 | $109,006 |
Benefits paid (including direct rollovers) | 2016-12-31 | $95,558 |
Total plan assets at end of year | 2016-12-31 | $1,569,440 |
Total plan assets at beginning of year | 2016-12-31 | $1,561,912 |
Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
Total contributions received or receivable from participants | 2016-12-31 | $34,800 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $13,448 |
Other income received | 2016-12-31 | $42,732 |
Net income (gross income less expenses) | 2016-12-31 | $7,528 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,569,440 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,561,912 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $39,002 |
2015 : TIM SCHULTZ PC PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $139,509 |
Expenses. Total of all expenses incurred | 2015-12-31 | $13,003 |
Total plan assets at end of year | 2015-12-31 | $1,561,912 |
Total plan assets at beginning of year | 2015-12-31 | $1,435,406 |
Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
Total contributions received or receivable from participants | 2015-12-31 | $52,948 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $13,003 |
Other income received | 2015-12-31 | $38,354 |
Net income (gross income less expenses) | 2015-12-31 | $126,506 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,561,912 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,435,406 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $48,207 |
2014 : TIM SCHULTZ PC PROFIT SHARING PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $144,226 |
Expenses. Total of all expenses incurred | 2014-12-31 | $12,059 |
Total plan assets at end of year | 2014-12-31 | $1,435,406 |
Total plan assets at beginning of year | 2014-12-31 | $1,303,239 |
Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
Total contributions received or receivable from participants | 2014-12-31 | $48,100 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $12,059 |
Other income received | 2014-12-31 | $44,289 |
Net income (gross income less expenses) | 2014-12-31 | $132,167 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,435,406 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,303,239 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $51,837 |
2013 : TIM SCHULTZ PC PROFIT SHARING PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $230,859 |
Expenses. Total of all expenses incurred | 2013-12-31 | $30,734 |
Benefits paid (including direct rollovers) | 2013-12-31 | $20,710 |
Total plan assets at end of year | 2013-12-31 | $1,303,239 |
Total plan assets at beginning of year | 2013-12-31 | $1,103,114 |
Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
Total contributions received or receivable from participants | 2013-12-31 | $42,900 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $10,024 |
Other income received | 2013-12-31 | $141,449 |
Net income (gross income less expenses) | 2013-12-31 | $200,125 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,303,239 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,103,114 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $46,510 |
2012 : TIM SCHULTZ PC PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $141,967 |
Expenses. Total of all expenses incurred | 2012-12-31 | $8,300 |
Total plan assets at end of year | 2012-12-31 | $1,103,114 |
Total plan assets at beginning of year | 2012-12-31 | $969,447 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $32,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $8,300 |
Other income received | 2012-12-31 | $60,115 |
Net income (gross income less expenses) | 2012-12-31 | $133,667 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,103,114 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $969,447 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $49,852 |
2011 : TIM SCHULTZ PC PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $41,872 |
Expenses. Total of all expenses incurred | 2011-12-31 | $30,801 |
Benefits paid (including direct rollovers) | 2011-12-31 | $23,937 |
Total plan assets at end of year | 2011-12-31 | $969,447 |
Total plan assets at beginning of year | 2011-12-31 | $958,376 |
Total contributions received or receivable from participants | 2011-12-31 | $22,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $6,864 |
Other income received | 2011-12-31 | $-22,076 |
Net income (gross income less expenses) | 2011-12-31 | $11,071 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $969,447 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $958,376 |
Assets. Value of participant loans | 2011-12-31 | $2,064 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $41,948 |
2010 : TIM SCHULTZ PC PROFIT SHARING PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $178,421 |
Expenses. Total of all expenses incurred | 2010-12-31 | $4,665 |
Total plan assets at end of year | 2010-12-31 | $958,376 |
Total plan assets at beginning of year | 2010-12-31 | $784,620 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $23,401 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $4,665 |
Other income received | 2010-12-31 | $105,784 |
Net income (gross income less expenses) | 2010-12-31 | $173,756 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $958,376 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $784,620 |
Assets. Value of participant loans | 2010-12-31 | $10,105 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $49,236 |
2020: TIM SCHULTZ PC PROFIT SHARING PLAN 2020 form 5500 responses | ||
---|---|---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | Yes |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: TIM SCHULTZ PC PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: TIM SCHULTZ PC PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: TIM SCHULTZ PC PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: TIM SCHULTZ PC PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: TIM SCHULTZ PC PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: TIM SCHULTZ PC PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: TIM SCHULTZ PC PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: TIM SCHULTZ PC PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: TIM SCHULTZ PC PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: TIM SCHULTZ PC PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |