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ROBERT L. SCHILLER, A SOLE PROPRIETORSHIP DBA JONES, SCHILLER & COMPANY RETIREMENT PLAN 401k Plan overview

Plan NameROBERT L. SCHILLER, A SOLE PROPRIETORSHIP DBA JONES, SCHILLER & COMPANY RETIREMENT PLAN
Plan identification number 001

ROBERT L. SCHILLER, A SOLE PROPRIETORSHIP DBA JONES, SCHILLER & COMPANY RETIREMENT PLAN 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.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

ROBERT L. SCHILLER, A SOLE PROPRIETORSHIP DBA JONES, SCHILLER & COMPAN has sponsored the creation of one or more 401k plans.

Company Name:ROBERT L. SCHILLER, A SOLE PROPRIETORSHIP DBA JONES, SCHILLER & COMPAN
Employer identification number (EIN):800101870
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT L. SCHILLER, A SOLE PROPRIETORSHIP DBA JONES, SCHILLER & COMPANY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01

Plan Statistics for ROBERT L. SCHILLER, A SOLE PROPRIETORSHIP DBA JONES, SCHILLER & COMPANY RETIREMENT PLAN

401k plan membership statisitcs for ROBERT L. SCHILLER, A SOLE PROPRIETORSHIP DBA JONES, SCHILLER & COMPANY RETIREMENT PLAN

Measure Date Value
2025: ROBERT L. SCHILLER, A SOLE PROPRIETORSHIP DBA JONES, SCHILLER & COMPANY RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-116
Total number of particpants at end of year2025-07-115
Number of Participants With Account Balances2025-07-115
2024: ROBERT L. SCHILLER, A SOLE PROPRIETORSHIP DBA JONES, SCHILLER & COMPANY RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-116
Total number of particpants at end of year2024-07-116
Number of Participants With Account Balances2024-07-116
2022: ROBERT L. SCHILLER, A SOLE PROPRIETORSHIP DBA JONES, SCHILLER & COMPANY RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-08-196
Total number of particpants at end of year2022-08-196
Number of Participants With Account Balances2022-08-196

Financial Data on ROBERT L. SCHILLER, A SOLE PROPRIETORSHIP DBA JONES, SCHILLER & COMPANY RETIREMENT PLAN

Measure Date Value
2025 : ROBERT L. SCHILLER, A SOLE PROPRIETORSHIP DBA JONES, SCHILLER & COMPANY RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-11989556
Net assets as of the end of the plan year2025-07-116498236
Total assets as of the beginning of the plan year2025-07-116629721
Value of plan covered by a fidelity bond2025-07-11650000
Participant contributions to plan in this plan year2025-07-1153844
Other income to plan in this plan year2025-07-11703866
Plan net income in this plan year2025-07-11-131485
Net assets as of the end of the plan year2025-07-116498236
Net assets as of the beginning of the plan year2025-07-116629721
Employer contributions to plan in this plan year2025-07-11100361
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1136105
2024 : ROBERT L. SCHILLER, A SOLE PROPRIETORSHIP DBA JONES, SCHILLER & COMPANY RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1138845
Net assets as of the end of the plan year2024-07-116629721
Total assets as of the beginning of the plan year2024-07-115634558
Value of plan covered by a fidelity bond2024-07-11650000
Participant contributions to plan in this plan year2024-07-1178027
Other income to plan in this plan year2024-07-11862540
Plan net income in this plan year2024-07-11995163
Net assets as of the end of the plan year2024-07-116629721
Net assets as of the beginning of the plan year2024-07-115634558
Employer contributions to plan in this plan year2024-07-1193441
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1138845
2022 : ROBERT L. SCHILLER, A SOLE PROPRIETORSHIP DBA JONES, SCHILLER & COMPANY RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-1940142
Net assets as of the end of the plan year2022-08-196901890
Total assets as of the beginning of the plan year2022-08-196338063
Value of plan covered by a fidelity bond2022-08-19650000
Participant contributions to plan in this plan year2022-08-1968830
Other income to plan in this plan year2022-08-19447790
Plan net income in this plan year2022-08-19563827
Net assets as of the end of the plan year2022-08-196901890
Net assets as of the beginning of the plan year2022-08-196338063
Employer contributions to plan in this plan year2022-08-1987349
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-1940142

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