401k Plan data: ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST plan

ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 401k Plan overview

Plan Name	ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST
Plan identification number	004

ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROBERT J. SCHNEIDER, M.D. PROFIT SHARING TRUST has sponsored the creation of one or more 401k plans.

Company Name: ROBERT J. SCHNEIDER, M.D. PROFIT SHARING TRUST

Employer identification number (EIN): 133693615

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01 BARBARA SCHNEIDER 2023-05-02
004 2021-01-01 BARBARA SCHNEIDER 2022-07-04
004 2020-01-01 BARBARA SCHNEIDER 2021-09-03
004 2019-01-01
004 2018-01-01
004 2017-01-01 ROBERT J. SCHNEIDER, M.D.
004 2016-01-01 ROBERT J. SCHNEIDER, M.D.
004 2015-01-01 ROBERT J. SCHNEIDER, M.D.
004 2014-01-01 ROBERT J. SCHNEIDER, M.D.
004 2013-01-01 ROBERT J. SCHNEIDER, M.D.
004 2012-01-01 ROBERT J. SCHNEIDER, M.D.
004 2011-01-01 ROBERT J. SCHNEIDER, M.D.
004 2009-01-01 ROBERT J. SCHNEIDER, M.D.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2022-01-01	BARBARA SCHNEIDER	2023-05-02
004	2021-01-01	BARBARA SCHNEIDER	2022-07-04
004	2020-01-01	BARBARA SCHNEIDER	2021-09-03
004	2019-01-01
004	2018-01-01
004	2017-01-01	ROBERT J. SCHNEIDER, M.D.
004	2016-01-01	ROBERT J. SCHNEIDER, M.D.
004	2015-01-01	ROBERT J. SCHNEIDER, M.D.
004	2014-01-01	ROBERT J. SCHNEIDER, M.D.
004	2013-01-01	ROBERT J. SCHNEIDER, M.D.
004	2012-01-01	ROBERT J. SCHNEIDER, M.D.
004	2011-01-01	ROBERT J. SCHNEIDER, M.D.
004	2009-01-01	ROBERT J. SCHNEIDER, M.D.

Financial Data on ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST

Measure	Date	Value
2022 : ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 2022 401k financial data
Total plan liabilities at end of year	2022-07-31	$0
Total plan liabilities at beginning of year	2022-07-31	$0
Total income from all sources	2022-07-31	$-224,340
Expenses. Total of all expenses incurred	2022-07-31	$745,584
Benefits paid (including direct rollovers)	2022-07-31	$745,584
Total plan assets at end of year	2022-07-31	$0
Total plan assets at beginning of year	2022-07-31	$969,924
Value of fidelity bond covering the plan	2022-07-31	$500,000
Total contributions received or receivable from participants	2022-07-31	$0
Contributions received from other sources (not participants or employers)	2022-07-31	$0
Other income received	2022-07-31	$-224,340
Noncash contributions received	2022-07-31	$0
Net income (gross income less expenses)	2022-07-31	$-969,924
Net plan assets at end of year (total assets less liabilities)	2022-07-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-07-31	$969,924
Assets. Value of assets in partnership/joint-venture interests	2022-07-31	$0
Total contributions received or receivable from employer(s)	2022-07-31	$0
2021 : ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$66,251
Expenses. Total of all expenses incurred	2021-12-31	$2,854,701
Benefits paid (including direct rollovers)	2021-12-31	$2,854,701
Total plan assets at end of year	2021-12-31	$969,924
Total plan assets at beginning of year	2021-12-31	$3,758,374
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$66,251
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-2,788,450
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$969,924
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,758,374
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$280,708
Total contributions received or receivable from employer(s)	2021-12-31	$0
2020 : ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$2,581,593
Expenses. Total of all expenses incurred	2020-12-31	$200,000
Benefits paid (including direct rollovers)	2020-12-31	$200,000
Total plan assets at end of year	2020-12-31	$3,758,374
Total plan assets at beginning of year	2020-12-31	$1,376,781
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$2,546,386
Other income received	2020-12-31	$35,207
Net income (gross income less expenses)	2020-12-31	$2,381,593
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,758,374
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,376,781
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$224,291
Total contributions received or receivable from employer(s)	2020-12-31	$0
2019 : ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$51,338
Total plan assets at end of year	2019-12-31	$1,376,781
Total plan assets at beginning of year	2019-12-31	$1,325,443
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$25,000
Other income received	2019-12-31	$-20,112
Net income (gross income less expenses)	2019-12-31	$51,338
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,376,781
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,325,443
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$202,693
Total contributions received or receivable from employer(s)	2019-12-31	$46,450
2018 : ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-3,573
Total plan assets at end of year	2018-12-31	$1,325,443
Total plan assets at beginning of year	2018-12-31	$1,329,016
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$24,500
Other income received	2018-12-31	$-53,933
Net income (gross income less expenses)	2018-12-31	$-3,573
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,325,443
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,329,016
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$221,776
Total contributions received or receivable from employer(s)	2018-12-31	$25,860
2017 : ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$57,005
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,329,016
Total plan assets at beginning of year	2017-12-31	$1,272,011
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$24,000
Other income received	2017-12-31	$7,805
Net income (gross income less expenses)	2017-12-31	$57,005
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,329,016
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,272,011
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$356,361
Total contributions received or receivable from employer(s)	2017-12-31	$25,200
2016 : ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$-59,361
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,272,011
Total plan assets at beginning of year	2016-12-31	$1,331,372
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$24,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$-108,261
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-59,361
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,272,011
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,331,372
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$321,883
Total contributions received or receivable from employer(s)	2016-12-31	$24,900
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-57,134
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,331,372
Total plan assets at beginning of year	2015-12-31	$1,388,506
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$24,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Other income received	2015-12-31	$-106,634
Net income (gross income less expenses)	2015-12-31	$-57,134
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,331,372
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,388,506
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$401,621
Total contributions received or receivable from employer(s)	2015-12-31	$25,500
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$42,980
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,388,506
Total plan assets at beginning of year	2014-12-31	$1,345,526
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-4,920
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$42,980
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,388,506
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,345,526
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$496,964
Total contributions received or receivable from employer(s)	2014-12-31	$24,900
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$26,196
Expenses. Total of all expenses incurred	2013-12-31	$600
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,345,526
Total plan assets at beginning of year	2013-12-31	$1,319,930
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$-21,104
Net income (gross income less expenses)	2013-12-31	$25,596
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,345,526
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,319,930
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$329,608
Total contributions received or receivable from employer(s)	2013-12-31	$24,300
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$600
2012 : ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$-45,265
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,319,930
Total plan assets at beginning of year	2012-12-31	$1,365,195
Value of fidelity bond covering the plan	2012-12-31	$350,000
Total contributions received or receivable from participants	2012-12-31	$22,500
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$-91,465
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-45,265
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,319,930
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,365,195
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$290,960
Total contributions received or receivable from employer(s)	2012-12-31	$23,700
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$151,014
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,365,195
Total plan assets at beginning of year	2011-12-31	$1,214,181
Value of fidelity bond covering the plan	2011-12-31	$275,000
Total contributions received or receivable from participants	2011-12-31	$22,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$106,264
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$151,014
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,365,195
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,214,181
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$259,256
Total contributions received or receivable from employer(s)	2011-12-31	$22,750
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$56,727
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,214,181
Total plan assets at beginning of year	2010-12-31	$1,157,454
Value of fidelity bond covering the plan	2010-12-31	$275,000
Total contributions received or receivable from participants	2010-12-31	$22,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$11,927
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$56,727
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,214,181
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,157,454
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$153,203
Total contributions received or receivable from employer(s)	2010-12-31	$22,800
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST

2022: ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 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: ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 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: ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 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: ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 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: ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 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: ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 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: ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 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: ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 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: ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 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: ROBERT J. SCHNEIDER, M.D. PROFIT-SHARING TRUST 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

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Company Name:	ROBERT J. SCHNEIDER, M.D. PROFIT SHARING TRUST
Employer identification number (EIN):	133693615
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)