401k Plan data: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O plan

RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O 401k Plan overview

Plan Name	RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O
Plan identification number	002

RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

SCHANTZ ORGAN COMPANY has sponsored the creation of one or more 401k plans.

Company Name: SCHANTZ ORGAN COMPANY

Employer identification number (EIN): 340657435

NAIC Classification: 339900

Additional information about SCHANTZ ORGAN COMPANY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1946-04-29

Company Identification Number: 194591

Legal Registered Office Address: 626 SOUTH WALNUT STREET
-
ORRVILLE
United States of America (USA)
44667

More information about SCHANTZ ORGAN COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-04-01 VICTOR SCHANTZ 2023-06-12
002 2021-04-01 VICTOR SCHANTZ 2022-10-07
002 2020-04-01 VICTOR SCHANTZ 2021-12-08
002 2018-04-01 VICTOR SCHANTZ, TRUSTEE 2019-07-03 VICTOR SCHANTZ, TRUSTEE 2019-07-03
002 2017-04-01 VICTOR SCHANTZ, TRUSTEE 2018-10-09 VICTOR SCHANTZ, TRUSTEE 2018-10-09
002 2016-04-01 VICTOR SCHANTZ, TRUSTEE 2017-11-08 VICTOR SCHANTZ, TRUSTEE 2017-11-08
002 2015-04-01 VICTOR SCHANTZ, TRUSTEE 2016-09-15 VICTOR SCHANTZ, TRUSTEE 2016-09-15
002 2014-04-01 VICTOR SCHANTZ, TRUSTEE 2015-10-20 VICTOR SCHANTZ, TRUSTEE 2015-10-20
002 2013-04-01 VICTOR B. SCHANTZ VICTOR B. SCHANTZ 2014-07-18
002 2012-04-01 KARIN M. SCHROER KARIN M. SCHROER 2013-08-21
002 2011-04-01 NICK YEAGLEY
002 2010-04-01 DONALD L. ROBINSON DONALD L. ROBINSON 2011-07-27
002 2009-04-01 DONALD L. ROBINSON DONALD L. ROBINSON 2010-09-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-04-01	VICTOR SCHANTZ	2023-06-12
002	2021-04-01	VICTOR SCHANTZ	2022-10-07
002	2020-04-01	VICTOR SCHANTZ	2021-12-08
002	2018-04-01	VICTOR SCHANTZ, TRUSTEE	2019-07-03	VICTOR SCHANTZ, TRUSTEE	2019-07-03
002	2017-04-01	VICTOR SCHANTZ, TRUSTEE	2018-10-09	VICTOR SCHANTZ, TRUSTEE	2018-10-09
002	2016-04-01	VICTOR SCHANTZ, TRUSTEE	2017-11-08	VICTOR SCHANTZ, TRUSTEE	2017-11-08
002	2015-04-01	VICTOR SCHANTZ, TRUSTEE	2016-09-15	VICTOR SCHANTZ, TRUSTEE	2016-09-15
002	2014-04-01	VICTOR SCHANTZ, TRUSTEE	2015-10-20	VICTOR SCHANTZ, TRUSTEE	2015-10-20
002	2013-04-01	VICTOR B. SCHANTZ		VICTOR B. SCHANTZ	2014-07-18
002	2012-04-01	KARIN M. SCHROER		KARIN M. SCHROER	2013-08-21
002	2011-04-01	NICK YEAGLEY
002	2010-04-01	DONALD L. ROBINSON		DONALD L. ROBINSON	2011-07-27
002	2009-04-01	DONALD L. ROBINSON		DONALD L. ROBINSON	2010-09-15

Plan Statistics for RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O

401k plan membership statisitcs for RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O

Measure Date Value
2013: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O 2013 401k membership
Total participants, beginning-of-year 2013-04-01 37
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 27
Number of retired or separated participants receiving benefits 2013-04-01 2
Number of other retired or separated participants entitled to future benefits 2013-04-01 6
Total of all active and inactive participants 2013-04-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 35
Number of participants with account balances 2013-04-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 0
2012: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O 2012 401k membership
Total participants, beginning-of-year 2012-04-01 48
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 28
Number of retired or separated participants receiving benefits 2012-04-01 2
Number of other retired or separated participants entitled to future benefits 2012-04-01 7
Total of all active and inactive participants 2012-04-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 0
Total participants 2012-04-01 37
Number of participants with account balances 2012-04-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 0
2011: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O 2011 401k membership
Total participants, beginning-of-year 2011-04-01 55
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 36
Number of retired or separated participants receiving benefits 2011-04-01 2
Number of other retired or separated participants entitled to future benefits 2011-04-01 10
Total of all active and inactive participants 2011-04-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 0
Total participants 2011-04-01 48
Number of participants with account balances 2011-04-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 0
2010: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O 2010 401k membership
Total participants, beginning-of-year 2010-04-01 63
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 49
Number of retired or separated participants receiving benefits 2010-04-01 1
Number of other retired or separated participants entitled to future benefits 2010-04-01 5
Total of all active and inactive participants 2010-04-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-04-01 0
Total participants 2010-04-01 55
Number of participants with account balances 2010-04-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-04-01 0
2009: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O 2009 401k membership
Total participants, beginning-of-year 2009-04-01 73
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 54
Number of retired or separated participants receiving benefits 2009-04-01 2
Number of other retired or separated participants entitled to future benefits 2009-04-01 7
Total of all active and inactive participants 2009-04-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 0
Total participants 2009-04-01 63
Number of participants with account balances 2009-04-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 2

Measure	Date	Value
2013: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O 2013 401k membership
Total participants, beginning-of-year	2013-04-01	37
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	27
Number of retired or separated participants receiving benefits	2013-04-01	2
Number of other retired or separated participants entitled to future benefits	2013-04-01	6
Total of all active and inactive participants	2013-04-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	35
Number of participants with account balances	2013-04-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	0
2012: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O 2012 401k membership
Total participants, beginning-of-year	2012-04-01	48
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	28
Number of retired or separated participants receiving benefits	2012-04-01	2
Number of other retired or separated participants entitled to future benefits	2012-04-01	7
Total of all active and inactive participants	2012-04-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	0
Total participants	2012-04-01	37
Number of participants with account balances	2012-04-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	0
2011: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O 2011 401k membership
Total participants, beginning-of-year	2011-04-01	55
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	36
Number of retired or separated participants receiving benefits	2011-04-01	2
Number of other retired or separated participants entitled to future benefits	2011-04-01	10
Total of all active and inactive participants	2011-04-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	0
Total participants	2011-04-01	48
Number of participants with account balances	2011-04-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	0
2010: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O 2010 401k membership
Total participants, beginning-of-year	2010-04-01	63
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	49
Number of retired or separated participants receiving benefits	2010-04-01	1
Number of other retired or separated participants entitled to future benefits	2010-04-01	5
Total of all active and inactive participants	2010-04-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-04-01	0
Total participants	2010-04-01	55
Number of participants with account balances	2010-04-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-04-01	0
2009: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O 2009 401k membership
Total participants, beginning-of-year	2009-04-01	73
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	54
Number of retired or separated participants receiving benefits	2009-04-01	2
Number of other retired or separated participants entitled to future benefits	2009-04-01	7
Total of all active and inactive participants	2009-04-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	0
Total participants	2009-04-01	63
Number of participants with account balances	2009-04-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	2

Financial Data on RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O

Measure	Date	Value
2014 : RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O 2014 401k financial data
Total income from all sources	2014-03-31	$299,788
Expenses. Total of all expenses incurred	2014-03-31	$62,816
Benefits paid (including direct rollovers)	2014-03-31	$52,572
Total plan assets at end of year	2014-03-31	$3,546,554
Total plan assets at beginning of year	2014-03-31	$3,309,582
Value of fidelity bond covering the plan	2014-03-31	$500,000
Total contributions received or receivable from participants	2014-03-31	$78,377
Expenses. Other expenses not covered elsewhere	2014-03-31	$0
Contributions received from other sources (not participants or employers)	2014-03-31	$1,164
Other income received	2014-03-31	$187,946
Net income (gross income less expenses)	2014-03-31	$236,972
Net plan assets at end of year (total assets less liabilities)	2014-03-31	$3,546,554
Net plan assets at beginning of year (total assets less liabilities)	2014-03-31	$3,309,582
Assets. Value of participant loans	2014-03-31	$21,848
Total contributions received or receivable from employer(s)	2014-03-31	$32,301
Value of certain deemed distributions of participant loans	2014-03-31	$0
Value of corrective distributions	2014-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-03-31	$10,244
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-03-31	$0
2013 : RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O 2013 401k financial data
Total income from all sources	2013-03-31	$271,134
Expenses. Total of all expenses incurred	2013-03-31	$1,166,868
Benefits paid (including direct rollovers)	2013-03-31	$1,155,188
Total plan assets at end of year	2013-03-31	$3,309,582
Total plan assets at beginning of year	2013-03-31	$4,205,316
Value of fidelity bond covering the plan	2013-03-31	$500,000
Total contributions received or receivable from participants	2013-03-31	$68,046
Expenses. Other expenses not covered elsewhere	2013-03-31	$0
Contributions received from other sources (not participants or employers)	2013-03-31	$0
Other income received	2013-03-31	$181,652
Net income (gross income less expenses)	2013-03-31	$-895,734
Net plan assets at end of year (total assets less liabilities)	2013-03-31	$3,309,582
Net plan assets at beginning of year (total assets less liabilities)	2013-03-31	$4,205,316
Assets. Value of participant loans	2013-03-31	$25,143
Total contributions received or receivable from employer(s)	2013-03-31	$21,436
Value of certain deemed distributions of participant loans	2013-03-31	$0
Value of corrective distributions	2013-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-03-31	$11,680
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-03-31	$0
2012 : RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O 2012 401k financial data
Total income from all sources	2012-03-31	$262,344
Expenses. Total of all expenses incurred	2012-03-31	$1,009,692
Benefits paid (including direct rollovers)	2012-03-31	$995,171
Total plan assets at end of year	2012-03-31	$4,205,316
Total plan assets at beginning of year	2012-03-31	$4,952,664
Value of fidelity bond covering the plan	2012-03-31	$500,000
Total contributions received or receivable from participants	2012-03-31	$76,588
Expenses. Other expenses not covered elsewhere	2012-03-31	$0
Contributions received from other sources (not participants or employers)	2012-03-31	$0
Other income received	2012-03-31	$140,092
Net income (gross income less expenses)	2012-03-31	$-747,348
Net plan assets at end of year (total assets less liabilities)	2012-03-31	$4,205,316
Net plan assets at beginning of year (total assets less liabilities)	2012-03-31	$4,952,664
Assets. Value of participant loans	2012-03-31	$40,428
Total contributions received or receivable from employer(s)	2012-03-31	$45,664
Value of certain deemed distributions of participant loans	2012-03-31	$0
Value of corrective distributions	2012-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-03-31	$14,521
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-03-31	$0
2011 : RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O 2011 401k financial data
Total income from all sources	2011-03-31	$426,087
Expenses. Total of all expenses incurred	2011-03-31	$723,309
Benefits paid (including direct rollovers)	2011-03-31	$708,707
Total plan assets at end of year	2011-03-31	$4,952,664
Total plan assets at beginning of year	2011-03-31	$5,249,886
Value of fidelity bond covering the plan	2011-03-31	$500,000
Total contributions received or receivable from participants	2011-03-31	$83,141
Expenses. Other expenses not covered elsewhere	2011-03-31	$0
Contributions received from other sources (not participants or employers)	2011-03-31	$0
Other income received	2011-03-31	$267,483
Net income (gross income less expenses)	2011-03-31	$-297,222
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$4,952,664
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$5,249,886
Assets. Value of participant loans	2011-03-31	$73,538
Total contributions received or receivable from employer(s)	2011-03-31	$75,463
Value of certain deemed distributions of participant loans	2011-03-31	$0
Value of corrective distributions	2011-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-03-31	$14,602
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-03-31	$0
2010 : RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-03-31	$0

Form 5500 Responses for RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O

2013: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	No
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Insurance	Yes
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement – Insurance	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan is a collectively bargained plan	No
2012-04-01	Plan funding arrangement – Insurance	Yes
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement – Insurance	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Insurance	Yes
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement – Insurance	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2010: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	Submission has been amended	Yes
2010-04-01	This submission is the final filing	No
2010-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-04-01	Plan is a collectively bargained plan	No
2010-04-01	Plan funding arrangement – Insurance	Yes
2010-04-01	Plan funding arrangement – Trust	Yes
2010-04-01	Plan benefit arrangement – Insurance	Yes
2010-04-01	Plan benefit arrangement - Trust	Yes
2009: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	No
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Insurance	Yes
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement – Insurance	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SCHANTZ ORGAN COMPANY
Employer identification number (EIN):	340657435
NAIC Classification:	339900

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1946-04-29
Company Identification Number:	194591
Legal Registered Office Address:	626 SOUTH WALNUT STREET - ORRVILLE United States of America (USA) 44667