401k Plan data: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) plan

SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 401k Plan overview

Plan Name	SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z)
Plan identification number	003

SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 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.
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

SCHMUESER & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name: SCHMUESER & ASSOCIATES, LLC

Employer identification number (EIN): 475638973

NAIC Classification: 237990
NAIC Description: Other Heavy and Civil Engineering Construction

Additional information about SCHMUESER & ASSOCIATES, LLC

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2016-02-03

Company Identification Number: 20161089465

Legal Registered Office Address: 811 22 Rd

Grand Junction
United States of America (USA)
81505

More information about SCHMUESER & ASSOCIATES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 GREGORY HAILEY
003 2016-06-01 GREGORY HAILEY
003 2015-06-01 GREGORY HAILEY

Plan Statistics for SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z)

401k plan membership statisitcs for SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z)

Measure Date Value
2021: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2021 401k membership
Total participants, beginning-of-year 2021-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 12
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 15
Number of participants with account balances 2021-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2020 401k membership
Total participants, beginning-of-year 2020-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 18
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 9
Total of all active and inactive participants 2020-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 27
Number of participants with account balances 2020-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2019 401k membership
Total participants, beginning-of-year 2019-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 40
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 52
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 21
2018: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2018 401k membership
Total participants, beginning-of-year 2018-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 75
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 79
Number of participants with account balances 2018-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2017 401k membership
Total participants, beginning-of-year 2017-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 49
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 8
Total of all active and inactive participants 2017-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 57
Number of participants with account balances 2017-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2016 401k membership
Total participants, beginning-of-year 2016-06-01 43
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 35
Number of retired or separated participants receiving benefits 2016-06-01 0
Number of other retired or separated participants entitled to future benefits 2016-06-01 8
Total of all active and inactive participants 2016-06-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 0
Total participants 2016-06-01 43
Number of participants with account balances 2016-06-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 0
2015: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2015 401k membership
Total participants, beginning-of-year 2015-06-01 57
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 27
Number of retired or separated participants receiving benefits 2015-06-01 0
Number of other retired or separated participants entitled to future benefits 2015-06-01 10
Total of all active and inactive participants 2015-06-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 0
Total participants 2015-06-01 37
Number of participants with account balances 2015-06-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 0

Measure	Date	Value
2021: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2021 401k membership
Total participants, beginning-of-year	2021-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	12
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	15
Number of participants with account balances	2021-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2020 401k membership
Total participants, beginning-of-year	2020-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	18
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	9
Total of all active and inactive participants	2020-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	27
Number of participants with account balances	2020-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2019 401k membership
Total participants, beginning-of-year	2019-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	40
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	12
Total of all active and inactive participants	2019-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	52
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	21
2018: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2018 401k membership
Total participants, beginning-of-year	2018-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	75
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	79
Number of participants with account balances	2018-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2017 401k membership
Total participants, beginning-of-year	2017-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	49
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	8
Total of all active and inactive participants	2017-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	57
Number of participants with account balances	2017-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2016 401k membership
Total participants, beginning-of-year	2016-06-01	43
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	35
Number of retired or separated participants receiving benefits	2016-06-01	0
Number of other retired or separated participants entitled to future benefits	2016-06-01	8
Total of all active and inactive participants	2016-06-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	0
Total participants	2016-06-01	43
Number of participants with account balances	2016-06-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	0
2015: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2015 401k membership
Total participants, beginning-of-year	2015-06-01	57
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	27
Number of retired or separated participants receiving benefits	2015-06-01	0
Number of other retired or separated participants entitled to future benefits	2015-06-01	10
Total of all active and inactive participants	2015-06-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	0
Total participants	2015-06-01	37
Number of participants with account balances	2015-06-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	0

Financial Data on SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z)

Measure	Date	Value
2021 : SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2021 401k financial data
Total income from all sources	2021-12-31	$74,166
Expenses. Total of all expenses incurred	2021-12-31	$116,134
Benefits paid (including direct rollovers)	2021-12-31	$113,717
Total plan assets at end of year	2021-12-31	$388,368
Total plan assets at beginning of year	2021-12-31	$430,336
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$8,527
Other income received	2021-12-31	$65,639
Net income (gross income less expenses)	2021-12-31	$-41,968
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$388,368
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$430,336
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$2,417
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2020 401k financial data
Total income from all sources	2020-12-31	$7,807
Expenses. Total of all expenses incurred	2020-12-31	$1,112,344
Benefits paid (including direct rollovers)	2020-12-31	$1,109,314
Total plan assets at end of year	2020-12-31	$430,336
Total plan assets at beginning of year	2020-12-31	$1,534,873
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$26,959
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$-19,152
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-1,104,537
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$430,336
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,534,873
Total contributions received or receivable from employer(s)	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,030
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2019 401k financial data
Total income from all sources	2019-12-31	$342,953
Expenses. Total of all expenses incurred	2019-12-31	$82,298
Benefits paid (including direct rollovers)	2019-12-31	$77,159
Total plan assets at end of year	2019-12-31	$1,534,873
Total plan assets at beginning of year	2019-12-31	$1,274,218
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$73,558
Other income received	2019-12-31	$269,381
Net income (gross income less expenses)	2019-12-31	$260,655
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,534,873
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,274,218
Total contributions received or receivable from employer(s)	2019-12-31	$14
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$5,139
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2018 401k financial data
Total income from all sources	2018-12-31	$-26,692
Expenses. Total of all expenses incurred	2018-12-31	$26,347
Benefits paid (including direct rollovers)	2018-12-31	$22,104
Total plan assets at end of year	2018-12-31	$1,274,218
Total plan assets at beginning of year	2018-12-31	$1,327,257
Value of fidelity bond covering the plan	2018-12-31	$284,000
Total contributions received or receivable from participants	2018-12-31	$91,442
Other income received	2018-12-31	$-118,134
Net income (gross income less expenses)	2018-12-31	$-53,039
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,274,218
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,327,257
Assets. Value of participant loans	2018-12-31	$3,294
Total contributions received or receivable from employer(s)	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$4,243
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2017 401k financial data
Total income from all sources	2017-12-31	$414,868
Expenses. Total of all expenses incurred	2017-12-31	$179,052
Benefits paid (including direct rollovers)	2017-12-31	$164,042
Total plan assets at end of year	2017-12-31	$1,327,257
Total plan assets at beginning of year	2017-12-31	$1,091,441
Value of fidelity bond covering the plan	2017-12-31	$284,000
Total contributions received or receivable from participants	2017-12-31	$105,582
Contributions received from other sources (not participants or employers)	2017-12-31	$100,000
Other income received	2017-12-31	$193,330
Net income (gross income less expenses)	2017-12-31	$235,816
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,327,257
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,091,441
Assets. Value of participant loans	2017-12-31	$5,563
Total contributions received or receivable from employer(s)	2017-12-31	$15,956
Value of certain deemed distributions of participant loans	2017-12-31	$7,116
Value of corrective distributions	2017-12-31	$4,590
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,304
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2016 401k financial data
Total income from all sources	2016-12-31	$130,683
Expenses. Total of all expenses incurred	2016-12-31	$34,057
Benefits paid (including direct rollovers)	2016-12-31	$31,465
Total plan assets at end of year	2016-12-31	$1,091,441
Total plan assets at beginning of year	2016-12-31	$994,815
Value of fidelity bond covering the plan	2016-12-31	$94,000
Total contributions received or receivable from participants	2016-12-31	$57,616
Other income received	2016-12-31	$57,613
Net income (gross income less expenses)	2016-12-31	$96,626
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,091,441
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$994,815
Assets. Value of participant loans	2016-12-31	$24,210
Total contributions received or receivable from employer(s)	2016-12-31	$15,454
Value of corrective distributions	2016-12-31	$2,032
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$560
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Transfers to/from the plan	2016-05-31	$42,075
Total income from all sources	2016-05-31	$64,346
Expenses. Total of all expenses incurred	2016-05-31	$142,552
Benefits paid (including direct rollovers)	2016-05-31	$136,778
Total plan assets at end of year	2016-05-31	$994,815
Total plan assets at beginning of year	2016-05-31	$1,030,946
Value of fidelity bond covering the plan	2016-05-31	$94,000
Total contributions received or receivable from participants	2016-05-31	$71,055
Expenses. Other expenses not covered elsewhere	2016-05-31	$1,553
Other income received	2016-05-31	$-18,440
Net income (gross income less expenses)	2016-05-31	$-78,206
Net plan assets at end of year (total assets less liabilities)	2016-05-31	$994,815
Net plan assets at beginning of year (total assets less liabilities)	2016-05-31	$1,030,946
Assets. Value of participant loans	2016-05-31	$24,485
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-05-31	$6,229
Total contributions received or receivable from employer(s)	2016-05-31	$11,731
Value of corrective distributions	2016-05-31	$4,221
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-05-31	$0

Form 5500 Responses for SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z)

2021: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Submission has been amended	No
2016-06-01	This submission is the final filing	No
2016-06-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-06-01	Plan is a collectively bargained plan	No
2016-06-01	Plan funding arrangement – Insurance	Yes
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement – Insurance	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: SCHMUESER & ASSOCIATES, LLC 401(K) PLAN (K-Z) 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	Submission has been amended	No
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-06-01	Plan is a collectively bargained plan	No
2015-06-01	Plan funding arrangement – Insurance	Yes
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement – Insurance	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-XW45

Policy instance

Insurance contract or identification number	GAP-B2-XW45
Number of Individuals Covered	0
Insurance policy start date	2017-06-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $67
Total amount of fees paid to insurance company	USD $18
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $67
Insurance broker organization code?	3
Amount paid for insurance broker fees	18
Additional information about fees paid to insurance broker	ADMINISTRATIVE FEES PAID BY NATIONWIDE LIFE INSURANCE COMPANY
Insurance broker name	NATHAN CARLSON

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-XW45

Policy instance

Insurance contract or identification number	GAP-B2-XW45
Number of Individuals Covered	5
Insurance policy start date	2015-06-01
Insurance policy end date	2016-05-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SCHMUESER & ASSOCIATES, LLC
Employer identification number (EIN):	475638973
NAIC Classification:	237990
NAIC Description:	Other Heavy and Civil Engineering Construction

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2016-02-03
Company Identification Number:	20161089465
Legal Registered Office Address:	811 22 Rd Grand Junction United States of America (USA) 81505