SANTA MARIA AND SCHNEIDER, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SANTA MARIA AND SCHNEIDER, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : SANTA MARIA AND SCHNEIDER, LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-02 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-02 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-02 | 26908 |
| Net assets as of the end of the plan year | 2025-10-02 | 2519641 |
| Total assets as of the beginning of the plan year | 2025-10-02 | 2181210 |
| Participant contributions to plan in this plan year | 2025-10-02 | 78310 |
| Other expenses paid from plan in this plan year | 2025-10-02 | 0 |
| Other contributions to plan in this plan year | 2025-10-02 | 0 |
| Other income to plan in this plan year | 2025-10-02 | 268800 |
| Plan net income in this plan year | 2025-10-02 | 338431 |
| Net assets as of the end of the plan year | 2025-10-02 | 2519641 |
| Net assets as of the beginning of the plan year | 2025-10-02 | 2181210 |
| Employer contributions to plan in this plan year | 2025-10-02 | 18229 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-02 | 11638 |
| 2024 : SANTA MARIA AND SCHNEIDER, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-10 | 114370 |
| Net assets as of the end of the plan year | 2024-10-10 | 2181210 |
| Total assets as of the beginning of the plan year | 2024-10-10 | 1884013 |
| Participant contributions to plan in this plan year | 2024-10-10 | 85081 |
| Other income to plan in this plan year | 2024-10-10 | 288307 |
| Plan net income in this plan year | 2024-10-10 | 297197 |
| Net assets as of the end of the plan year | 2024-10-10 | 2181210 |
| Net assets as of the beginning of the plan year | 2024-10-10 | 1884013 |
| Employer contributions to plan in this plan year | 2024-10-10 | 38179 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-10 | 10647 |
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