401k Plan data: THE HOFFMAN COMPANY 401(K) PLAN plan

THE HOFFMAN COMPANY 401(K) PLAN 401k Plan overview

Plan Name	THE HOFFMAN COMPANY 401(K) PLAN
Plan identification number	002

THE HOFFMAN COMPANY 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

SCHEEL DALLAPE, INC. has sponsored the creation of one or more 401k plans.

Company Name: SCHEEL DALLAPE, INC.

Employer identification number (EIN): 510531212

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HOFFMAN COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 AMANDA COLWELL 2013-07-31
002 2011-01-01 NORMAN SCHEEL
002 2009-01-01 DOLORES HERNANDEZ

Plan Statistics for THE HOFFMAN COMPANY 401(K) PLAN

401k plan membership statisitcs for THE HOFFMAN COMPANY 401(K) PLAN

Measure Date Value
2025: THE HOFFMAN COMPANY 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-09-12 4
Total number of particpants at end of year 2025-09-12 4
Number of Participants With Account Balances 2025-09-12 4
2024: THE HOFFMAN COMPANY 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-09-23 4
Total number of particpants at end of year 2024-09-23 4
Number of Participants With Account Balances 2024-09-23 4
2011: THE HOFFMAN COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE HOFFMAN COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: THE HOFFMAN COMPANY 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-09-12	4
Total number of particpants at end of year	2025-09-12	4
Number of Participants With Account Balances	2025-09-12	4
2024: THE HOFFMAN COMPANY 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-09-23	4
Total number of particpants at end of year	2024-09-23	4
Number of Participants With Account Balances	2024-09-23	4
2011: THE HOFFMAN COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE HOFFMAN COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE HOFFMAN COMPANY 401(K) PLAN

Measure	Date	Value
2025 : THE HOFFMAN COMPANY 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-09-12	0
Total liabilities as of the end of the plan year	2025-09-12	0
Total liabilities as of the beginning of the plan year	2025-09-12	0
Total expenses incurred by plan in this plan year	2025-09-12	18867
Net assets as of the end of the plan year	2025-09-12	1612466
Total assets as of the beginning of the plan year	2025-09-12	1388934
Value of plan covered by a fidelity bond	2025-09-12	500000
Participant contributions to plan in this plan year	2025-09-12	62800
Other expenses paid from plan in this plan year	2025-09-12	0
Other contributions to plan in this plan year	2025-09-12	0
Other income to plan in this plan year	2025-09-12	158203
Plan net income in this plan year	2025-09-12	223532
Net assets as of the end of the plan year	2025-09-12	1612466
Net assets as of the beginning of the plan year	2025-09-12	1388934
Employer contributions to plan in this plan year	2025-09-12	21396
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-12	18867
2024 : THE HOFFMAN COMPANY 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-09-23	0
Total liabilities as of the end of the plan year	2024-09-23	0
Total liabilities as of the beginning of the plan year	2024-09-23	0
Total expenses incurred by plan in this plan year	2024-09-23	12804
Net assets as of the end of the plan year	2024-09-23	1388934
Total assets as of the beginning of the plan year	2024-09-23	1140894
Value of plan covered by a fidelity bond	2024-09-23	500000
Participant contributions to plan in this plan year	2024-09-23	61800
Other expenses paid from plan in this plan year	2024-09-23	0
Other contributions to plan in this plan year	2024-09-23	0
Other income to plan in this plan year	2024-09-23	159181
Plan net income in this plan year	2024-09-23	248040
Net assets as of the end of the plan year	2024-09-23	1388934
Net assets as of the beginning of the plan year	2024-09-23	1140894
Employer contributions to plan in this plan year	2024-09-23	39863
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-23	12804
2011 : THE HOFFMAN COMPANY 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$3,466
Expenses. Total of all expenses incurred	2011-12-31	$2,010
Total plan assets at end of year	2011-12-31	$185,779
Total plan assets at beginning of year	2011-12-31	$184,323
Value of fidelity bond covering the plan	2011-12-31	$63,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,010
Other income received	2011-12-31	$-1,856
Net income (gross income less expenses)	2011-12-31	$1,456
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$185,779
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$184,323
Total contributions received or receivable from employer(s)	2011-12-31	$5,322
2010 : THE HOFFMAN COMPANY 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$28,624
Expenses. Total of all expenses incurred	2010-12-31	$7,089
Benefits paid (including direct rollovers)	2010-12-31	$4,781
Total plan assets at end of year	2010-12-31	$184,323
Total plan assets at beginning of year	2010-12-31	$162,788
Value of fidelity bond covering the plan	2010-12-31	$63,000
Other income received	2010-12-31	$23,250
Net income (gross income less expenses)	2010-12-31	$21,535
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$184,323
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$162,788
Total contributions received or receivable from employer(s)	2010-12-31	$5,374
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,308
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for THE HOFFMAN COMPANY 401(K) PLAN

2011: THE HOFFMAN COMPANY 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE HOFFMAN COMPANY 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SCHEEL DALLAPE, INC.
Employer identification number (EIN):	510531212
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	AMANDA COLWELL	2013-07-31
002	2011-01-01	NORMAN SCHEEL
002	2009-01-01	DOLORES HERNANDEZ