?>
Logo

JOHN R SCHILLING, APC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameJOHN R SCHILLING, APC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 002

JOHN R SCHILLING, APC 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

JOHN R. SCHILLING, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:JOHN R. SCHILLING, A PROFESSIONAL CORPORATION
Employer identification number (EIN):330091540
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN R SCHILLING, APC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01VICTORIA WENDELL2024-06-24
0022022-01-01VICTORIA WENDELL2023-10-10
0022021-01-01VICTORIA WENDELL2022-10-11
0022020-01-01VICTORIA WENDELL2021-10-07
0022019-01-01VICTORIA WENDELL2020-10-09
0022018-01-01VICTORIA WENDELL2019-10-11
0022017-01-01VICTORIA WENDELL2018-04-13
0022016-01-01JOHN SCHILLING2017-05-11
0022015-01-01JOHN SCHILLING2016-05-19

Plan Statistics for 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 membership
Total number of particpants at beginning of year2025-10-036
Total number of particpants at end of year2025-10-036
Number of Participants With Account Balances2025-10-035
2024: JOHN R SCHILLING, APC 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-246
Total number of particpants at end of year2024-06-246
Number of Participants With Account Balances2024-06-245
2022: JOHN R SCHILLING, APC 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year2022-10-116
Total number of particpants at end of year2022-10-116
Number of Participants With Account Balances2022-10-116

Financial Data on 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 year2025-10-030
Total liabilities as of the end of the plan year2025-10-030
Total liabilities as of the beginning of the plan year2025-10-030
Total expenses incurred by plan in this plan year2025-10-0385756
Net assets as of the end of the plan year2025-10-031105494
Total assets as of the beginning of the plan year2025-10-03810638
Value of plan covered by a fidelity bond2025-10-03350000
Participant contributions to plan in this plan year2025-10-0341647
Value of participant loans at end of plan year2025-10-0336737
Other expenses paid from plan in this plan year2025-10-030
Other contributions to plan in this plan year2025-10-030
Other income to plan in this plan year2025-10-03297318
Plan net income in this plan year2025-10-03294856
Net assets as of the end of the plan year2025-10-031105494
Net assets as of the beginning of the plan year2025-10-03810638
Employer contributions to plan in this plan year2025-10-0341647
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-038841
2024 : JOHN R SCHILLING, APC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-240
Total liabilities as of the end of the plan year2024-06-240
Total liabilities as of the beginning of the plan year2024-06-24297
Total expenses incurred by plan in this plan year2024-06-2410990
Net assets as of the end of the plan year2024-06-24810638
Total assets as of the beginning of the plan year2024-06-24509466
Value of plan covered by a fidelity bond2024-06-24350000
Participant contributions to plan in this plan year2024-06-2451888
Value of participant loans at end of plan year2024-06-2424362
Other expenses paid from plan in this plan year2024-06-243763
Other contributions to plan in this plan year2024-06-244503
Other income to plan in this plan year2024-06-24206459
Plan net income in this plan year2024-06-24301469
Net assets as of the end of the plan year2024-06-24810638
Net assets as of the beginning of the plan year2024-06-24509169
Employer contributions to plan in this plan year2024-06-2449609
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-245950
2022 : JOHN R SCHILLING, APC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total liabilities as of the end of the plan year2022-10-11490
Total liabilities as of the beginning of the plan year2022-10-114843
Total expenses incurred by plan in this plan year2022-10-1147504
Net assets as of the end of the plan year2022-10-11910317
Total assets as of the beginning of the plan year2022-10-11724856
Value of plan covered by a fidelity bond2022-10-11300000
Participant contributions to plan in this plan year2022-10-1156617
Value of participant loans at end of plan year2022-10-1117847
Other contributions to plan in this plan year2022-10-110
Other income to plan in this plan year2022-10-11134264
Plan net income in this plan year2022-10-11189814
Net assets as of the end of the plan year2022-10-11909827
Net assets as of the beginning of the plan year2022-10-11720013
Employer contributions to plan in this plan year2022-10-1146437
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-117504

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3