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Plan Name | SCHMUESER & ASSOCIATES, INC. 401(K) PLAN (K-Z) |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | SCHMUESER & ASSOCIATES, INC. |
Employer identification number (EIN): | 840634633 |
NAIC Classification: | 237990 |
NAIC Description: | Other Heavy and Civil Engineering Construction |
Additional information about SCHMUESER & ASSOCIATES, INC.
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1972-06-22 |
Company Identification Number: | 19871243859 |
Legal Registered Office Address: |
811 22 Rd Grand Junction United States of America (USA) 81505 |
More information about SCHMUESER & ASSOCIATES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2014-06-01 | LARRY SCHMUESER II | |||
003 | 2013-06-01 | LARRY SCHMUESER II | |||
003 | 2013-05-01 | LARRY SCHMUESER II |
Measure | Date | Value |
---|---|---|
2014: SCHMUESER & ASSOCIATES, INC. 401(K) PLAN (K-Z) 2014 401k membership | ||
Total participants, beginning-of-year | 2014-06-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 37 |
Number of retired or separated participants receiving benefits | 2014-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-06-01 | 12 |
Total of all active and inactive participants | 2014-06-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-06-01 | 0 |
Total participants | 2014-06-01 | 49 |
Number of participants with account balances | 2014-06-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-06-01 | 0 |
2013: SCHMUESER & ASSOCIATES, INC. 401(K) PLAN (K-Z) 2013 401k membership | ||
Total participants, beginning-of-year | 2013-06-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 32 |
Number of retired or separated participants receiving benefits | 2013-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-06-01 | 20 |
Total of all active and inactive participants | 2013-06-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-06-01 | 0 |
Total participants | 2013-06-01 | 52 |
Number of participants with account balances | 2013-06-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-06-01 | 0 |
Total participants, beginning-of-year | 2013-05-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 59 |
Number of retired or separated participants receiving benefits | 2013-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-05-01 | 0 |
Total of all active and inactive participants | 2013-05-01 | 59 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-05-01 | 0 |
Total participants | 2013-05-01 | 59 |
Number of participants with account balances | 2013-05-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-05-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : SCHMUESER & ASSOCIATES, INC. 401(K) PLAN (K-Z) 2015 401k financial data | ||
Transfers to/from the plan | 2015-05-31 | $26,870 |
Total income from all sources | 2015-05-31 | $158,721 |
Expenses. Total of all expenses incurred | 2015-05-31 | $300,061 |
Benefits paid (including direct rollovers) | 2015-05-31 | $298,236 |
Total plan assets at end of year | 2015-05-31 | $1,030,946 |
Total plan assets at beginning of year | 2015-05-31 | $1,145,416 |
Value of fidelity bond covering the plan | 2015-05-31 | $104,000 |
Total contributions received or receivable from participants | 2015-05-31 | $73,005 |
Expenses. Other expenses not covered elsewhere | 2015-05-31 | $1,825 |
Other income received | 2015-05-31 | $70,331 |
Net income (gross income less expenses) | 2015-05-31 | $-141,340 |
Net plan assets at end of year (total assets less liabilities) | 2015-05-31 | $1,030,946 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-05-31 | $1,145,416 |
Assets. Value of participant loans | 2015-05-31 | $18,572 |
Total contributions received or receivable from employer(s) | 2015-05-31 | $15,385 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-05-31 | $0 |
2014 : SCHMUESER & ASSOCIATES, INC. 401(K) PLAN (K-Z) 2014 401k financial data | ||
Total income from all sources | 2014-05-31 | $280,304 |
Expenses. Total of all expenses incurred | 2014-05-31 | $78,418 |
Benefits paid (including direct rollovers) | 2014-05-31 | $75,914 |
Total plan assets at end of year | 2014-05-31 | $1,145,416 |
Total plan assets at beginning of year | 2014-05-31 | $943,530 |
Value of fidelity bond covering the plan | 2014-05-31 | $100,000 |
Total contributions received or receivable from participants | 2014-05-31 | $115,648 |
Other income received | 2014-05-31 | $141,471 |
Net income (gross income less expenses) | 2014-05-31 | $201,886 |
Net plan assets at end of year (total assets less liabilities) | 2014-05-31 | $1,145,416 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-05-31 | $943,530 |
Assets. Value of participant loans | 2014-05-31 | $29,087 |
Total contributions received or receivable from employer(s) | 2014-05-31 | $23,185 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-05-31 | $2,504 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-05-31 | $0 |
2013 : SCHMUESER & ASSOCIATES, INC. 401(K) PLAN (K-Z) 2013 401k financial data | ||
Transfers to/from the plan | 2013-05-31 | $919,928 |
Total income from all sources | 2013-05-31 | $23,602 |
Expenses. Total of all expenses incurred | 2013-05-31 | $0 |
Total plan assets at end of year | 2013-05-31 | $943,530 |
Total plan assets at beginning of year | 2013-05-31 | $0 |
Value of fidelity bond covering the plan | 2013-05-31 | $103,000 |
Total contributions received or receivable from participants | 2013-05-31 | $14,252 |
Other income received | 2013-05-31 | $6,498 |
Net income (gross income less expenses) | 2013-05-31 | $23,602 |
Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $943,530 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $0 |
Assets. Value of participant loans | 2013-05-31 | $22,584 |
Total contributions received or receivable from employer(s) | 2013-05-31 | $2,852 |
2014: SCHMUESER & ASSOCIATES, INC. 401(K) PLAN (K-Z) 2014 form 5500 responses | ||
---|---|---|
2014-06-01 | Type of plan entity | Single employer plan |
2014-06-01 | Submission has been amended | No |
2014-06-01 | This submission is the final filing | No |
2014-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-06-01 | Plan is a collectively bargained plan | No |
2014-06-01 | Plan funding arrangement – Trust | Yes |
2014-06-01 | Plan benefit arrangement - Trust | Yes |
2013: SCHMUESER & ASSOCIATES, INC. 401(K) PLAN (K-Z) 2013 form 5500 responses | ||
2013-06-01 | Type of plan entity | Single employer plan |
2013-06-01 | Submission has been amended | No |
2013-06-01 | This submission is the final filing | No |
2013-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-06-01 | Plan is a collectively bargained plan | No |
2013-06-01 | Plan funding arrangement – Trust | Yes |
2013-06-01 | Plan benefit arrangement - Trust | Yes |
2013-05-01 | Type of plan entity | Single employer plan |
2013-05-01 | First time form 5500 has been submitted | Yes |
2013-05-01 | Submission has been amended | No |
2013-05-01 | This submission is the final filing | No |
2013-05-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2013-05-01 | Plan is a collectively bargained plan | No |
2013-05-01 | Plan funding arrangement – Insurance | Yes |
2013-05-01 | Plan funding arrangement – Trust | Yes |
2013-05-01 | Plan benefit arrangement – Insurance | Yes |
2013-05-01 | Plan benefit arrangement - Trust | Yes |