JOHN J. & THOMAS R. SCHIFF CO., INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN J. & THOMAS R. SCHIFF PENSION PLAN
401k plan membership statisitcs for JOHN J. & THOMAS R. SCHIFF PENSION PLAN
| Measure | Date | Value |
|---|
| 2023: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 32 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 3 |
| Total of all active and inactive participants | 2023-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-31 | 17,414,911 |
| Acturial value of plan assets | 2022-12-31 | 16,150,542 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 1,978,391 |
| Number of terminated vested participants | 2022-12-31 | 3 |
| Fundng target for terminated vested participants | 2022-12-31 | 904,706 |
| Active participant vested funding target | 2022-12-31 | 8,802,931 |
| Number of active participants | 2022-12-31 | 31 |
| Total funding liabilities for active participants | 2022-12-31 | 8,946,356 |
| Total participant count | 2022-12-31 | 36 |
| Total funding target for all participants | 2022-12-31 | 11,829,453 |
| Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 1,650,551 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
| Amount remaining of carryover balance | 2022-12-31 | 0 |
| Amount remaining of prefunding balance | 2022-12-31 | 1,650,551 |
| Present value of excess contributions | 2022-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-12-31 | 2,097,520 |
| Total employer contributions | 2022-12-31 | 625,000 |
| Total employee contributions | 2022-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 597,981 |
| Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-12-31 | 270,073 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
| Waiver amortization installment | 2022-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Additional cash requirement | 2022-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 597,981 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| Total participants, beginning-of-year | 2022-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3 |
| Total of all active and inactive participants | 2022-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
| 2021: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-31 | 14,554,172 |
| Acturial value of plan assets | 2021-12-31 | 15,082,916 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 2,034,048 |
| Number of terminated vested participants | 2021-12-31 | 4 |
| Fundng target for terminated vested participants | 2021-12-31 | 1,061,469 |
| Active participant vested funding target | 2021-12-31 | 8,269,321 |
| Number of active participants | 2021-12-31 | 30 |
| Total funding liabilities for active participants | 2021-12-31 | 8,483,993 |
| Total participant count | 2021-12-31 | 36 |
| Total funding target for all participants | 2021-12-31 | 11,579,510 |
| Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 1,798,378 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
| Amount remaining of carryover balance | 2021-12-31 | 0 |
| Amount remaining of prefunding balance | 2021-12-31 | 1,798,378 |
| Present value of excess contributions | 2021-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2021-12-31 | 1,650,551 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-12-31 | 210,895 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
| Waiver amortization installment | 2021-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Additional cash requirement | 2021-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| Total participants, beginning-of-year | 2021-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 3 |
| Total of all active and inactive participants | 2021-01-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2020 401k membership |
|---|
| Market value of plan assets | 2020-12-31 | 16,247,528 |
| Acturial value of plan assets | 2020-12-31 | 14,622,776 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
| Number of terminated vested participants | 2020-12-31 | 4 |
| Fundng target for terminated vested participants | 2020-12-31 | 1,472,333 |
| Active participant vested funding target | 2020-12-31 | 9,465,477 |
| Number of active participants | 2020-12-31 | 31 |
| Total funding liabilities for active participants | 2020-12-31 | 9,697,683 |
| Total participant count | 2020-12-31 | 35 |
| Total funding target for all participants | 2020-12-31 | 11,170,016 |
| Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 1,389,675 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
| Amount remaining of carryover balance | 2020-12-31 | 0 |
| Amount remaining of prefunding balance | 2020-12-31 | 1,389,675 |
| Present value of excess contributions | 2020-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2020-12-31 | 1,798,378 |
| Total employer contributions | 2020-12-31 | 0 |
| Total employee contributions | 2020-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-12-31 | 188,869 |
| Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
| Waiver amortization installment | 2020-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Additional cash requirement | 2020-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
| Total participants, beginning-of-year | 2020-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 4 |
| Total of all active and inactive participants | 2020-01-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-31 | 12,880,039 |
| Acturial value of plan assets | 2019-12-31 | 13,167,832 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
| Number of terminated vested participants | 2019-12-31 | 4 |
| Fundng target for terminated vested participants | 2019-12-31 | 1,598,413 |
| Active participant vested funding target | 2019-12-31 | 8,792,123 |
| Number of active participants | 2019-12-31 | 29 |
| Total funding liabilities for active participants | 2019-12-31 | 9,009,753 |
| Total participant count | 2019-12-31 | 33 |
| Total funding target for all participants | 2019-12-31 | 10,608,166 |
| Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 1,333,789 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
| Amount remaining of carryover balance | 2019-12-31 | 0 |
| Amount remaining of prefunding balance | 2019-12-31 | 1,333,789 |
| Present value of excess contributions | 2019-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 1,389,675 |
| Total employer contributions | 2019-12-31 | 0 |
| Total employee contributions | 2019-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-12-31 | 136,356 |
| Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
| Waiver amortization installment | 2019-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Additional cash requirement | 2019-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| Total participants, beginning-of-year | 2019-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 4 |
| Total of all active and inactive participants | 2019-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 13,748,813 |
| Acturial value of plan assets | 2018-12-31 | 13,379,784 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
| Number of terminated vested participants | 2018-12-31 | 3 |
| Fundng target for terminated vested participants | 2018-12-31 | 1,501,844 |
| Active participant vested funding target | 2018-12-31 | 9,241,342 |
| Number of active participants | 2018-12-31 | 30 |
| Total funding liabilities for active participants | 2018-12-31 | 9,465,105 |
| Total participant count | 2018-12-31 | 33 |
| Total funding target for all participants | 2018-12-31 | 10,966,949 |
| Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 806,106 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
| Amount remaining of carryover balance | 2018-12-31 | 0 |
| Amount remaining of prefunding balance | 2018-12-31 | 806,106 |
| Present value of excess contributions | 2018-12-31 | 466,542 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 494,068 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 494,068 |
| Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 1,333,789 |
| Total employer contributions | 2018-12-31 | 0 |
| Total employee contributions | 2018-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-12-31 | 151,137 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
| Waiver amortization installment | 2018-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Additional cash requirement | 2018-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| Total participants, beginning-of-year | 2018-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
| Total of all active and inactive participants | 2018-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
| 2017: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 12,912,501 |
| Acturial value of plan assets | 2017-12-31 | 11,748,146 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
| Number of terminated vested participants | 2017-12-31 | 3 |
| Fundng target for terminated vested participants | 2017-12-31 | 1,638,961 |
| Active participant vested funding target | 2017-12-31 | 8,071,693 |
| Number of active participants | 2017-12-31 | 28 |
| Total funding liabilities for active participants | 2017-12-31 | 8,252,752 |
| Total participant count | 2017-12-31 | 31 |
| Total funding target for all participants | 2017-12-31 | 9,891,713 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 250,042 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
| Amount remaining of carryover balance | 2017-12-31 | 0 |
| Amount remaining of prefunding balance | 2017-12-31 | 250,042 |
| Present value of excess contributions | 2017-12-31 | 471,934 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 500,580 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 500,580 |
| Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 806,106 |
| Total employer contributions | 2017-12-31 | 500,000 |
| Total employee contributions | 2017-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 466,542 |
| Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 152,373 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
| Waiver amortization installment | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
| Additional cash requirement | 2017-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 466,542 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| Total participants, beginning-of-year | 2017-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 11,880,965 |
| Acturial value of plan assets | 2016-12-31 | 12,010,494 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
| Number of terminated vested participants | 2016-12-31 | 2 |
| Fundng target for terminated vested participants | 2016-12-31 | 1,870,098 |
| Active participant vested funding target | 2016-12-31 | 8,652,821 |
| Number of active participants | 2016-12-31 | 30 |
| Total funding liabilities for active participants | 2016-12-31 | 8,839,074 |
| Total participant count | 2016-12-31 | 32 |
| Total funding target for all participants | 2016-12-31 | 10,709,172 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
| Amount remaining of carryover balance | 2016-12-31 | 0 |
| Amount remaining of prefunding balance | 2016-12-31 | 0 |
| Present value of excess contributions | 2016-12-31 | 235,289 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 250,042 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 250,042 |
| Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 250,042 |
| Total employer contributions | 2016-12-31 | 500,000 |
| Total employee contributions | 2016-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 471,934 |
| Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 157,828 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
| Waiver amortization installment | 2016-12-31 | 0 |
| Waived amount of outstanding balance | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Additional cash requirement | 2016-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 471,934 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 28 |
| 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 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 29 |
| 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 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| 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 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| 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 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $487,407 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $385,442 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $380,068 |
| Total plan assets at end of year | 2023-12-31 | $7,876,899 |
| Total plan assets at beginning of year | 2023-12-31 | $7,774,934 |
| Value of fidelity bond covering the plan | 2023-12-31 | $8,100,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $5,374 |
| Other income received | 2023-12-31 | $87,407 |
| Net income (gross income less expenses) | 2023-12-31 | $101,965 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $7,876,899 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $7,774,934 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $577,158 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $400,000 |
| 2022 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-420,820 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $9,219,156 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $9,198,620 |
| Total plan assets at end of year | 2022-12-31 | $7,774,934 |
| Total plan assets at beginning of year | 2022-12-31 | $17,414,910 |
| Value of fidelity bond covering the plan | 2022-12-31 | $17,400,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $20,536 |
| Other income received | 2022-12-31 | $-1,045,820 |
| Net income (gross income less expenses) | 2022-12-31 | $-9,639,976 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $7,774,934 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $17,414,910 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $639,282 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $625,000 |
| 2021 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $3,808,830 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $948,093 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $929,210 |
| Total plan assets at end of year | 2021-12-31 | $17,414,910 |
| Total plan assets at beginning of year | 2021-12-31 | $14,554,173 |
| Value of fidelity bond covering the plan | 2021-12-31 | $14,622,776 |
| Other income received | 2021-12-31 | $3,808,830 |
| Net income (gross income less expenses) | 2021-12-31 | $2,860,737 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $17,414,910 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,554,173 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $908,424 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $18,883 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $-1,301,794 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $388,800 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $373,303 |
| Total plan assets at end of year | 2020-12-31 | $14,554,173 |
| Total plan assets at beginning of year | 2020-12-31 | $16,244,767 |
| Value of fidelity bond covering the plan | 2020-12-31 | $16,500,000 |
| Other income received | 2020-12-31 | $-1,601,794 |
| Net income (gross income less expenses) | 2020-12-31 | $-1,690,594 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $14,554,173 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $16,244,767 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $628,122 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $300,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $15,497 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $3,736,978 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $369,494 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $354,264 |
| Total plan assets at end of year | 2019-12-31 | $16,244,767 |
| Total plan assets at beginning of year | 2019-12-31 | $12,877,283 |
| Value of fidelity bond covering the plan | 2019-12-31 | $13,500,000 |
| Other income received | 2019-12-31 | $3,736,978 |
| Net income (gross income less expenses) | 2019-12-31 | $3,367,484 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $16,244,767 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,877,283 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $562,836 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $15,230 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $828,016 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,452,879 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,432,142 |
| Total plan assets at end of year | 2018-12-31 | $12,877,283 |
| Total plan assets at beginning of year | 2018-12-31 | $13,502,146 |
| Value of fidelity bond covering the plan | 2018-12-31 | $9,500,000 |
| Other income received | 2018-12-31 | $578,016 |
| Net income (gross income less expenses) | 2018-12-31 | $-624,863 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $12,877,283 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $13,502,146 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $508,152 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $250,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $20,737 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $819,449 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $226,998 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $150,106 |
| Total plan assets at end of year | 2017-12-31 | $13,502,146 |
| Total plan assets at beginning of year | 2017-12-31 | $12,909,695 |
| Value of fidelity bond covering the plan | 2017-12-31 | $9,500,000 |
| Other income received | 2017-12-31 | $569,449 |
| Net income (gross income less expenses) | 2017-12-31 | $592,451 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $13,502,146 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $12,909,695 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $465,930 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $250,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $76,892 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $2,958,069 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,926,534 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,849,312 |
| Total plan assets at end of year | 2016-12-31 | $12,909,695 |
| Total plan assets at beginning of year | 2016-12-31 | $11,878,160 |
| Value of fidelity bond covering the plan | 2016-12-31 | $9,500,000 |
| Other income received | 2016-12-31 | $2,458,069 |
| Net income (gross income less expenses) | 2016-12-31 | $1,031,535 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $12,909,695 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $11,878,160 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $436,170 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $500,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $77,222 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $746,749 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $226,880 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $149,290 |
| Total plan assets at end of year | 2015-12-31 | $11,878,160 |
| Total plan assets at beginning of year | 2015-12-31 | $11,358,291 |
| Value of fidelity bond covering the plan | 2015-12-31 | $9,500,000 |
| Other income received | 2015-12-31 | $496,749 |
| Net income (gross income less expenses) | 2015-12-31 | $519,869 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $11,878,160 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,358,291 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $443,610 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $250,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $77,590 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $1,444,948 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $248,833 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $158,557 |
| Total plan assets at end of year | 2014-12-31 | $11,358,291 |
| Total plan assets at beginning of year | 2014-12-31 | $10,162,176 |
| Value of fidelity bond covering the plan | 2014-12-31 | $9,500,000 |
| Other income received | 2014-12-31 | $539,930 |
| Net income (gross income less expenses) | 2014-12-31 | $1,196,115 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $11,358,291 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $10,162,176 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $480,438 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $905,018 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $90,276 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $2,483,895 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,633,506 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,583,070 |
| Total plan assets at end of year | 2013-12-31 | $10,162,176 |
| Total plan assets at beginning of year | 2013-12-31 | $9,311,787 |
| Value of fidelity bond covering the plan | 2013-12-31 | $4,000,000 |
| Other income received | 2013-12-31 | $1,941,571 |
| Net income (gross income less expenses) | 2013-12-31 | $850,389 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $10,162,176 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,311,787 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $192,060 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $542,324 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $50,436 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,871,936 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $107,967 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $80,170 |
| Total plan assets at end of year | 2012-12-31 | $9,311,787 |
| Total plan assets at beginning of year | 2012-12-31 | $7,547,818 |
| Value of fidelity bond covering the plan | 2012-12-31 | $4,000,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $17,203 |
| Other income received | 2012-12-31 | $1,347,969 |
| Net income (gross income less expenses) | 2012-12-31 | $1,763,969 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $9,311,787 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,547,818 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $156,870 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $523,967 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $10,594 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $359,058 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $54,851 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $50,968 |
| Total plan assets at end of year | 2011-12-31 | $7,547,818 |
| Total plan assets at beginning of year | 2011-12-31 | $7,243,611 |
| Value of fidelity bond covering the plan | 2011-12-31 | $4,000,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $3,883 |
| Other income received | 2011-12-31 | $59,058 |
| Net income (gross income less expenses) | 2011-12-31 | $304,207 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $7,547,818 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,243,611 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $117,720 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $300,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,590,703 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $81,943 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $79,397 |
| Total plan assets at end of year | 2010-12-31 | $7,243,611 |
| Total plan assets at beginning of year | 2010-12-31 | $5,734,851 |
| Value of fidelity bond covering the plan | 2010-12-31 | $4,000,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $2,546 |
| Other income received | 2010-12-31 | $890,703 |
| Net income (gross income less expenses) | 2010-12-31 | $1,508,760 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,243,611 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,734,851 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $209,970 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $700,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2023: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 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 | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 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 | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 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 | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 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 | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JOHN J. & THOMAS R. SCHIFF PENSION PLAN 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 | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |