O.P. SCHUMAN & SONS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR OPS HOURLY EMPLOYEES
| Measure | Date | Value |
|---|
| 2014: RETIREMENT PLAN FOR OPS HOURLY EMPLOYEES 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 20 |
| Number of participants with account balances | 2014-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: RETIREMENT PLAN FOR OPS HOURLY EMPLOYEES 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 21 |
| Number of participants with account balances | 2013-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: RETIREMENT PLAN FOR OPS HOURLY EMPLOYEES 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 22 |
| Number of participants with account balances | 2012-01-01 | 20 |
| 2011: RETIREMENT PLAN FOR OPS HOURLY EMPLOYEES 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 24 |
| Number of participants with account balances | 2011-01-01 | 23 |
| 2009: RETIREMENT PLAN FOR OPS HOURLY EMPLOYEES 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 31 |
| Number of participants with account balances | 2009-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2014 : RETIREMENT PLAN FOR OPS HOURLY EMPLOYEES 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $365,134 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $277,462 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $277,412 |
| Total plan assets at end of year | 2014-12-31 | $3,194,673 |
| Total plan assets at beginning of year | 2014-12-31 | $3,107,001 |
| Value of fidelity bond covering the plan | 2014-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $62,292 |
| Other income received | 2014-12-31 | $273,403 |
| Net income (gross income less expenses) | 2014-12-31 | $87,672 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,194,673 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,107,001 |
| Assets. Value of participant loans | 2014-12-31 | $1,551 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $29,439 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $50 |
| 2013 : RETIREMENT PLAN FOR OPS HOURLY EMPLOYEES 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $755,746 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $62,675 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $62,625 |
| Total plan assets at end of year | 2013-12-31 | $3,107,001 |
| Total plan assets at beginning of year | 2013-12-31 | $2,413,930 |
| Value of fidelity bond covering the plan | 2013-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $55,379 |
| Other income received | 2013-12-31 | $674,888 |
| Net income (gross income less expenses) | 2013-12-31 | $693,071 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,107,001 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,413,930 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $25,479 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $50 |
| 2012 : RETIREMENT PLAN FOR OPS HOURLY EMPLOYEES 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $398,921 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $339,190 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $339,140 |
| Total plan assets at end of year | 2012-12-31 | $2,413,930 |
| Total plan assets at beginning of year | 2012-12-31 | $2,354,199 |
| Value of fidelity bond covering the plan | 2012-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $65,704 |
| Other income received | 2012-12-31 | $304,293 |
| Net income (gross income less expenses) | 2012-12-31 | $59,731 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,413,930 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,354,199 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $28,924 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $50 |
| 2011 : RETIREMENT PLAN FOR OPS HOURLY EMPLOYEES 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $99,538 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $8,163 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $8,138 |
| Total plan assets at end of year | 2011-12-31 | $2,354,199 |
| Total plan assets at beginning of year | 2011-12-31 | $2,262,824 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $67,067 |
| Other income received | 2011-12-31 | $3,990 |
| Net income (gross income less expenses) | 2011-12-31 | $91,375 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,354,199 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,262,824 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $28,481 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $25 |
| 2010 : RETIREMENT PLAN FOR OPS HOURLY EMPLOYEES 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $330,703 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $485,867 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $485,841 |
| Total plan assets at end of year | 2010-12-31 | $2,262,824 |
| Total plan assets at beginning of year | 2010-12-31 | $2,417,988 |
| Value of fidelity bond covering the plan | 2010-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $45,252 |
| Other income received | 2010-12-31 | $260,669 |
| Net income (gross income less expenses) | 2010-12-31 | $-155,164 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,262,824 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,417,988 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $24,782 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $26 |
| 2014: RETIREMENT PLAN FOR OPS HOURLY EMPLOYEES 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: RETIREMENT PLAN FOR OPS HOURLY EMPLOYEES 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: RETIREMENT PLAN FOR OPS HOURLY EMPLOYEES 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: RETIREMENT PLAN FOR OPS HOURLY EMPLOYEES 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: RETIREMENT PLAN FOR OPS HOURLY EMPLOYEES 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |