JOHN R. SCHILLING, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN R SCHILLING, APC 401 K PROFIT SHARING PLAN TRUST
401k plan membership statisitcs for JOHN R SCHILLING, APC 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2025 : JOHN R SCHILLING, APC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-03 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-03 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-03 | 85756 |
| Net assets as of the end of the plan year | 2025-10-03 | 1105494 |
| Total assets as of the beginning of the plan year | 2025-10-03 | 810638 |
| Value of plan covered by a fidelity bond | 2025-10-03 | 350000 |
| Participant contributions to plan in this plan year | 2025-10-03 | 41647 |
| Value of participant loans at end of plan year | 2025-10-03 | 36737 |
| Other expenses paid from plan in this plan year | 2025-10-03 | 0 |
| Other contributions to plan in this plan year | 2025-10-03 | 0 |
| Other income to plan in this plan year | 2025-10-03 | 297318 |
| Plan net income in this plan year | 2025-10-03 | 294856 |
| Net assets as of the end of the plan year | 2025-10-03 | 1105494 |
| Net assets as of the beginning of the plan year | 2025-10-03 | 810638 |
| Employer contributions to plan in this plan year | 2025-10-03 | 41647 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-03 | 8841 |
| 2024 : JOHN R SCHILLING, APC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-24 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-24 | 297 |
| Total expenses incurred by plan in this plan year | 2024-06-24 | 10990 |
| Net assets as of the end of the plan year | 2024-06-24 | 810638 |
| Total assets as of the beginning of the plan year | 2024-06-24 | 509466 |
| Value of plan covered by a fidelity bond | 2024-06-24 | 350000 |
| Participant contributions to plan in this plan year | 2024-06-24 | 51888 |
| Value of participant loans at end of plan year | 2024-06-24 | 24362 |
| Other expenses paid from plan in this plan year | 2024-06-24 | 3763 |
| Other contributions to plan in this plan year | 2024-06-24 | 4503 |
| Other income to plan in this plan year | 2024-06-24 | 206459 |
| Plan net income in this plan year | 2024-06-24 | 301469 |
| Net assets as of the end of the plan year | 2024-06-24 | 810638 |
| Net assets as of the beginning of the plan year | 2024-06-24 | 509169 |
| Employer contributions to plan in this plan year | 2024-06-24 | 49609 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-24 | 5950 |
| 2022 : JOHN R SCHILLING, APC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-10-11 | 490 |
| Total liabilities as of the beginning of the plan year | 2022-10-11 | 4843 |
| Total expenses incurred by plan in this plan year | 2022-10-11 | 47504 |
| Net assets as of the end of the plan year | 2022-10-11 | 910317 |
| Total assets as of the beginning of the plan year | 2022-10-11 | 724856 |
| Value of plan covered by a fidelity bond | 2022-10-11 | 300000 |
| Participant contributions to plan in this plan year | 2022-10-11 | 56617 |
| Value of participant loans at end of plan year | 2022-10-11 | 17847 |
| Other contributions to plan in this plan year | 2022-10-11 | 0 |
| Other income to plan in this plan year | 2022-10-11 | 134264 |
| Plan net income in this plan year | 2022-10-11 | 189814 |
| Net assets as of the end of the plan year | 2022-10-11 | 909827 |
| Net assets as of the beginning of the plan year | 2022-10-11 | 720013 |
| Employer contributions to plan in this plan year | 2022-10-11 | 46437 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-11 | 7504 |