SCHANTZ ORGAN COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-18 | 351470 |
| Net assets as of the end of the plan year | 2025-08-18 | 3871012 |
| Total assets as of the beginning of the plan year | 2025-08-18 | 3900289 |
| Value of plan covered by a fidelity bond | 2025-08-18 | 425000 |
| Participant contributions to plan in this plan year | 2025-08-18 | 128649 |
| Value of participant loans at end of plan year | 2025-08-18 | 0 |
| Other income to plan in this plan year | 2025-08-18 | 143156 |
| Plan net income in this plan year | 2025-08-18 | -29277 |
| Net assets as of the end of the plan year | 2025-08-18 | 3871012 |
| Net assets as of the beginning of the plan year | 2025-08-18 | 3900289 |
| Employer contributions to plan in this plan year | 2025-08-18 | 50388 |
| 2024 : RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SCHANTZ O 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-14 | 576315 |
| Net assets as of the end of the plan year | 2024-10-14 | 3900289 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 3974746 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 425000 |
| Participant contributions to plan in this plan year | 2024-10-14 | 105985 |
| Value of participant loans at end of plan year | 2024-10-14 | 1178 |
| Other income to plan in this plan year | 2024-10-14 | 354061 |
| Plan net income in this plan year | 2024-10-14 | -74457 |
| Net assets as of the end of the plan year | 2024-10-14 | 3900289 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 3974746 |
| Employer contributions to plan in this plan year | 2024-10-14 | 41812 |
| 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 |
| 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 |
