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CHARLES M. SCHAYER & CO. RETIREMENT PLAN 401k Plan overview

Plan NameCHARLES M. SCHAYER & CO. RETIREMENT PLAN
Plan identification number 002

CHARLES M. SCHAYER & CO. 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.
  • 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

CHARLES M SCHAYER & CO has sponsored the creation of one or more 401k plans.

Company Name:CHARLES M SCHAYER & CO
Employer identification number (EIN):840589458
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES M. SCHAYER & CO. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01
0022016-01-01CHRIS HASTINGS2017-06-23
0022015-01-01SHARON PATE2016-07-27
0022014-01-01SHARON PATE SHARON PATE2015-07-06
0022014-01-01SHARON PATE SHARON PATE2015-07-06
0022013-01-01SHARON PATE SHARON PATE2014-07-30
0022012-01-01SHARON PATE SHARON PATE2013-07-15
0022011-01-01SHARON PATE SHARON PATE2012-09-04
0022010-01-01SHARON PATE
0022009-01-01SHARON PATE

Financial Data on CHARLES M. SCHAYER & CO. RETIREMENT PLAN

Measure Date Value
2014 : CHARLES M. SCHAYER & CO. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$136,077
Expenses. Total of all expenses incurred2014-12-31$97,508
Benefits paid (including direct rollovers)2014-12-31$90,335
Total plan assets at end of year2014-12-31$2,026,718
Total plan assets at beginning of year2014-12-31$1,988,149
Value of fidelity bond covering the plan2014-12-31$220,000
Total contributions received or receivable from participants2014-12-31$24,404
Other income received2014-12-31$60,973
Net income (gross income less expenses)2014-12-31$38,569
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,026,718
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,988,149
Assets. Value of participant loans2014-12-31$150,274
Total contributions received or receivable from employer(s)2014-12-31$50,700
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,173
2013 : CHARLES M. SCHAYER & CO. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$211,503
Expenses. Total of all expenses incurred2013-12-31$220,752
Benefits paid (including direct rollovers)2013-12-31$213,649
Total plan assets at end of year2013-12-31$1,988,149
Total plan assets at beginning of year2013-12-31$1,997,398
Value of fidelity bond covering the plan2013-12-31$220,000
Total contributions received or receivable from participants2013-12-31$19,260
Other income received2013-12-31$142,243
Net income (gross income less expenses)2013-12-31$-9,249
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,988,149
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,997,398
Assets. Value of participant loans2013-12-31$137,086
Total contributions received or receivable from employer(s)2013-12-31$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$7,103
2012 : CHARLES M. SCHAYER & CO. RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$181,533
Expenses. Total of all expenses incurred2012-12-31$174,992
Benefits paid (including direct rollovers)2012-12-31$173,932
Total plan assets at end of year2012-12-31$1,997,398
Total plan assets at beginning of year2012-12-31$1,990,857
Value of fidelity bond covering the plan2012-12-31$220,000
Total contributions received or receivable from participants2012-12-31$16,506
Other income received2012-12-31$117,027
Net income (gross income less expenses)2012-12-31$6,541
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,997,398
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,990,857
Assets. Value of participant loans2012-12-31$161,255
Total contributions received or receivable from employer(s)2012-12-31$48,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,060
2011 : CHARLES M. SCHAYER & CO. RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$56,443
Expenses. Total of all expenses incurred2011-12-31$72,641
Benefits paid (including direct rollovers)2011-12-31$71,053
Total plan assets at end of year2011-12-31$1,990,857
Total plan assets at beginning of year2011-12-31$2,007,055
Value of fidelity bond covering the plan2011-12-31$220,000
Total contributions received or receivable from participants2011-12-31$16,126
Expenses. Other expenses not covered elsewhere2011-12-31$1,588
Other income received2011-12-31$-11,683
Net income (gross income less expenses)2011-12-31$-16,198
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,990,857
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,007,055
Assets. Value of participant loans2011-12-31$177,651
Total contributions received or receivable from employer(s)2011-12-31$52,000
2010 : CHARLES M. SCHAYER & CO. RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$188,628
Expenses. Total of all expenses incurred2010-12-31$16,120
Benefits paid (including direct rollovers)2010-12-31$14,798
Total plan assets at end of year2010-12-31$2,007,055
Total plan assets at beginning of year2010-12-31$1,834,547
Value of fidelity bond covering the plan2010-12-31$220,000
Total contributions received or receivable from participants2010-12-31$21,715
Expenses. Other expenses not covered elsewhere2010-12-31$1,322
Other income received2010-12-31$114,913
Net income (gross income less expenses)2010-12-31$172,508
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,007,055
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,834,547
Assets. Value of participant loans2010-12-31$164,993
Total contributions received or receivable from employer(s)2010-12-31$52,000

Form 5500 Responses for CHARLES M. SCHAYER & CO. RETIREMENT PLAN

2014: CHARLES M. SCHAYER & CO. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHARLES M. SCHAYER & CO. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHARLES M. SCHAYER & CO. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHARLES M. SCHAYER & CO. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHARLES M. SCHAYER & CO. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHARLES M. SCHAYER & CO. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77205
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77205
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77205
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77205
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77205
Policy instance 1

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