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DR. THOMAS A. SCHULTZ 401(K) PLAN AND TRUST 401k Plan overview

Plan NameDR. THOMAS A. SCHULTZ 401(K) PLAN AND TRUST
Plan identification number 002

DR. THOMAS A. SCHULTZ 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='042726810' AND PlanID='002'

401k Sponsoring company profile

DR. THOMAS A. SCHULTZ has sponsored the creation of one or more 401k plans.

Company Name:DR. THOMAS A. SCHULTZ
Employer identification number (EIN):042726810
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. THOMAS A. SCHULTZ 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01THOMAS A. SCHULTZ2024-04-16 THOMAS A. SCHULTZ2024-04-16
0022022-01-01THOMAS A SCHULTZ2023-04-19 THOMAS A SCHULTZ2023-04-19
0022021-01-01THOMAS A. SCHULTZ2022-07-12
0022020-01-01THOMAS A. SCHULTZ2021-04-09
0022019-01-01THOMAS A. SCHULTZ2020-04-29
0022018-01-01THOMAS A. SCHULTZ2019-04-09
0022017-01-01THOMAS A. SCHULTZ2018-05-04
0022016-01-01THOMAS A. SCHULTZ2017-06-06
0022015-01-01THOMAS A. SCHULTZ2016-06-22
0022014-01-01THOMAS A. SCHULTZ2015-07-17
0022013-01-01THOMAS A. SCHULTZ2014-05-12
0022012-01-01THOMAS A. SCHULTZ2013-06-24
0022011-01-01THOMAS A. SCHULTZ2012-07-31
0022010-01-01THOMAS A. SCHULTZ2011-06-15

Financial Data on DR. THOMAS A. SCHULTZ 401(K) PLAN AND TRUST

Measure Date Value
2025 : DR. THOMAS A. SCHULTZ 401(K) PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-050
Net assets as of the end of the plan year2025-05-052413018
Total assets as of the beginning of the plan year2025-05-052091706
Value of plan covered by a fidelity bond2025-05-05210000
Participant contributions to plan in this plan year2025-05-0530500
Other expenses paid from plan in this plan year2025-05-050
Other income to plan in this plan year2025-05-05238599
Plan net income in this plan year2025-05-05321312
Net assets as of the end of the plan year2025-05-052413018
Net assets as of the beginning of the plan year2025-05-052091706
Employer contributions to plan in this plan year2025-05-0552213
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-050
2024 : DR. THOMAS A. SCHULTZ 401(K) PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-1627418
Net assets as of the end of the plan year2024-04-162091706
Total assets as of the beginning of the plan year2024-04-161855214
Value of plan covered by a fidelity bond2024-04-16210000
Participant contributions to plan in this plan year2024-04-1630000
Other income to plan in this plan year2024-04-16187479
Plan net income in this plan year2024-04-16236492
Net assets as of the end of the plan year2024-04-162091706
Net assets as of the beginning of the plan year2024-04-161855214
Employer contributions to plan in this plan year2024-04-1646431

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