SCHROEDER & ASSOCIATES, LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCHROEDER & ASSOCIATES LTD RETIREMENT PLAN & TRUST
401k plan membership statisitcs for SCHROEDER & ASSOCIATES LTD RETIREMENT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2023: SCHROEDER & ASSOCIATES LTD RETIREMENT PLAN & TRUST 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 4 |
| Total of all active and inactive participants | 2023-01-01 | 4 |
| Total participants | 2023-01-01 | 4 |
| Number of participants with account balances | 2023-01-01 | 4 |
| 2022: SCHROEDER & ASSOCIATES LTD RETIREMENT PLAN & TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 4 |
| Total of all active and inactive participants | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 0 |
| Number of participants with account balances | 2022-01-01 | 0 |
| 2021: SCHROEDER & ASSOCIATES LTD RETIREMENT PLAN & TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4 |
| Total of all active and inactive participants | 2021-01-01 | 4 |
| Total participants | 2021-01-01 | 4 |
| Number of participants with account balances | 2021-01-01 | 4 |
| 2020: SCHROEDER & ASSOCIATES LTD RETIREMENT PLAN & TRUST 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 | 4 |
| Total of all active and inactive participants | 2020-01-01 | 4 |
| Total participants | 2020-01-01 | 4 |
| Number of participants with account balances | 2020-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2023 : SCHROEDER & ASSOCIATES LTD RETIREMENT PLAN & TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $116,759 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $1,753 |
| Total plan assets at end of year | 2023-12-31 | $349,283 |
| Total plan assets at beginning of year | 2023-12-31 | $234,277 |
| Total contributions received or receivable from participants | 2023-12-31 | $38,140 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $1,753 |
| Other income received | 2023-12-31 | $32,849 |
| Net income (gross income less expenses) | 2023-12-31 | $115,006 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $349,283 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $234,277 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $45,770 |
| 2022 : SCHROEDER & ASSOCIATES LTD RETIREMENT PLAN & TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $53,982 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $914 |
| Total plan assets at end of year | 2022-12-31 | $234,277 |
| Total plan assets at beginning of year | 2022-12-31 | $181,209 |
| Total contributions received or receivable from participants | 2022-12-31 | $35,258 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $914 |
| Other income received | 2022-12-31 | $-14,289 |
| Net income (gross income less expenses) | 2022-12-31 | $53,068 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $234,277 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $181,209 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $33,013 |
| 2021 : SCHROEDER & ASSOCIATES LTD RETIREMENT PLAN & TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $75,898 |
| Total plan assets at end of year | 2021-12-31 | $181,209 |
| Total plan assets at beginning of year | 2021-12-31 | $105,311 |
| Total contributions received or receivable from participants | 2021-12-31 | $33,859 |
| Other income received | 2021-12-31 | $3,024 |
| Net income (gross income less expenses) | 2021-12-31 | $75,898 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $181,209 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $105,311 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $39,015 |
| 2020 : SCHROEDER & ASSOCIATES LTD RETIREMENT PLAN & TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $77,220 |
| Total plan assets at end of year | 2020-12-31 | $105,311 |
| Total plan assets at beginning of year | 2020-12-31 | $28,091 |
| Total contributions received or receivable from participants | 2020-12-31 | $38,695 |
| Other income received | 2020-12-31 | $177 |
| Net income (gross income less expenses) | 2020-12-31 | $77,220 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $105,311 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $28,091 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $38,348 |
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