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EMPLOYEES PROFIT-SHARING PLAN AND TRUST AGREEMENT OF SCHNEIDER SADDLERY LLC 401k Plan overview

Plan NameEMPLOYEES PROFIT-SHARING PLAN AND TRUST AGREEMENT OF SCHNEIDER SADDLERY LLC
Plan identification number 001

EMPLOYEES PROFIT-SHARING PLAN AND TRUST AGREEMENT OF SCHNEIDER SADDLERY LLC 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SCHNEIDER SADDLERY CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:SCHNEIDER SADDLERY CO., INC.
Employer identification number (EIN):341000772
NAIC Classification:451110
NAIC Description:Sporting Goods Stores

Additional information about SCHNEIDER SADDLERY CO., INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1966-06-25
Company Identification Number: 352138
Legal Registered Office Address: 8255 E WASHINGTON ST
-
CHAGRIN FALLS
United States of America (USA)
44023

More information about SCHNEIDER SADDLERY CO., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES PROFIT-SHARING PLAN AND TRUST AGREEMENT OF SCHNEIDER SADDLERY LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ERIC SCHNEIDER2024-10-02
0012022-01-01
0012022-01-01ERIC SCHNEIDER
0012021-04-01ERIC SCHNEIDER2022-11-23
0012021-01-01ERIC SCHNEIDER2022-07-20 ERIC SCHNEIDER2022-07-20
0012020-04-01ERIC SCHNEIDER2022-01-10 ERIC SCHNEIDER2022-01-10
0012019-04-01ERIC SCHNEIDER2020-08-11 ERIC SCHNEIDER2020-08-11
0012018-04-01ERIC SCHNEIDER2019-12-31
0012017-04-01ROBERT BERNATH2018-07-27 ROBERT BERNATH2018-07-27
0012016-04-01DAWN GILBERT2017-10-11
0012015-04-01ERIC SCHNEIDER2016-07-13
0012014-04-01ERIC SCHNEIDER2015-10-26
0012013-04-01ERIC SCHNEIDER2015-01-10
0012012-04-01ERIC SCHNEIDER2014-01-13
0012011-04-01ERIC SCHNEIDER2013-01-04
0012010-04-01ERIC SCHNEIDER2011-10-31

Financial Data on EMPLOYEES PROFIT-SHARING PLAN AND TRUST AGREEMENT OF SCHNEIDER SADDLERY LLC

Measure Date Value
2025 : EMPLOYEES PROFIT-SHARING PLAN AND TRUST AGREEMENT OF SCHNEIDER SADDLERY LLC 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-190
Total expenses incurred by plan in this plan year2025-07-19516471
Net assets as of the end of the plan year2025-07-193160273
Total assets as of the beginning of the plan year2025-07-193099963
Value of plan covered by a fidelity bond2025-07-191000000
Participant contributions to plan in this plan year2025-07-19169067
Value of participant loans at end of plan year2025-07-1995306
Other contributions to plan in this plan year2025-07-1913949
Other income to plan in this plan year2025-07-19306924
Plan net income in this plan year2025-07-1960310
Net assets as of the end of the plan year2025-07-193160273
Net assets as of the beginning of the plan year2025-07-193099963
Employer contributions to plan in this plan year2025-07-1986841
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1923376
2024 : EMPLOYEES PROFIT-SHARING PLAN AND TRUST AGREEMENT OF SCHNEIDER SADDLERY LLC 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-020
Total expenses incurred by plan in this plan year2024-10-0281569
Net assets as of the end of the plan year2024-10-023099963
Total assets as of the beginning of the plan year2024-10-022422568
Value of plan covered by a fidelity bond2024-10-021000000
Participant contributions to plan in this plan year2024-10-02176520
Value of participant loans at end of plan year2024-10-0282968
Other income to plan in this plan year2024-10-02499939
Plan net income in this plan year2024-10-02677395
Net assets as of the end of the plan year2024-10-023099963
Net assets as of the beginning of the plan year2024-10-022422568
Employer contributions to plan in this plan year2024-10-0282505
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-026374
2022 : EMPLOYEES PROFIT-SHARING PLAN AND TRUST AGREEMENT OF SCHNEIDER SADDLERY LLC 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-361,530
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$135,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$125,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$246,877
Value of total assets at end of year2022-12-31$2,422,568
Value of total assets at beginning of year2022-12-31$2,919,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,189
Total interest from all sources2022-12-31$2,886
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$24,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$24,954
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$171,203
Participant contributions at end of year2022-12-31$72,734
Participant contributions at beginning of year2022-12-31$48,103
Assets. Other investments not covered elsewhere at end of year2022-12-31$507,185
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$726,999
Other income not declared elsewhere2022-12-31$-252,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-497,294
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,422,568
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,919,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$3,699
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,663,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,069,950
Interest on participant loans2022-12-31$2,886
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$178,743
Value of interest in common/collective trusts at beginning of year2022-12-31$74,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-385,429
Net investment gain or loss from common/collective trusts2022-12-31$1,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$75,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$125,575
Contract administrator fees2022-12-31$6,490
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JMM CPA
Accountancy firm EIN2022-12-31472940358
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-361,530
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$135,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$125,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$246,877
Value of total assets at end of year2022-01-01$2,422,568
Value of total assets at beginning of year2022-01-01$2,919,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$10,189
Total interest from all sources2022-01-01$2,886
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$24,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$24,954
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$171,203
Participant contributions at end of year2022-01-01$72,734
Participant contributions at beginning of year2022-01-01$48,103
Assets. Other investments not covered elsewhere at end of year2022-01-01$507,185
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$726,999
Other income not declared elsewhere2022-01-01$-252,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-497,294
Value of net assets at end of year (total assets less liabilities)2022-01-01$2,422,568
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$2,919,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$3,699
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$1,663,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$2,069,950
Interest on participant loans2022-01-01$2,886
Income. Interest from loans (other than to participants)2022-01-01$0
Value of interest in common/collective trusts at end of year2022-01-01$178,743
Value of interest in common/collective trusts at beginning of year2022-01-01$74,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-385,429
Net investment gain or loss from common/collective trusts2022-01-01$1,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$75,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$125,575
Contract administrator fees2022-01-01$6,490
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01JMM CPA
Accountancy firm EIN2022-01-01472940358

Form 5500 Responses for EMPLOYEES PROFIT-SHARING PLAN AND TRUST AGREEMENT OF SCHNEIDER SADDLERY LLC

2022: EMPLOYEES PROFIT-SHARING PLAN AND TRUST AGREEMENT OF SCHNEIDER SADDLERY LLC 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes

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