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| Plan Name | GARY L. SCHUTZ, P.C. PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | GARY L. SCHUTZ, P.C. |
| Employer identification number (EIN): | 930859167 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
Additional information about GARY L. SCHUTZ, P.C.
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 1984-04-25 |
| Company Identification Number: | 17609017 |
| Legal Registered Office Address: |
900 NW JOY PORTLAND United States of America (USA) 97229 |
More information about GARY L. SCHUTZ, P.C.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2015-01-01 | GARY L.SCHUTZ | GARY L. SCHUTZ | 2016-06-03 | |
| 001 | 2015-01-01 | GARY L.SCHUTZ | GARY L. SCHUTZ | 2016-06-16 | |
| 001 | 2015-01-01 | GARY L. SCHUTZ | 2016-06-03 | ||
| 001 | 2014-01-01 | GARY L. SCHUTZ | GARY L. SCHUTZ | 2015-05-13 | |
| 001 | 2013-01-01 | GARY L. SCHUTZ | GARY L. SCHUTZ | 2014-05-21 | |
| 001 | 2012-01-01 | GARY L. SCHUTZ | GARY L. SCHUTZ | 2013-06-24 | |
| 001 | 2011-01-01 | GARY L SCHUTZ | GARY L SCHUTZ | 2012-05-14 | |
| 001 | 2010-01-01 | GARY L SCHUTZ | GARY L SCHUTZ | 2011-06-02 | |
| 001 | 2009-01-01 | GARY L SCHUTZ | GARY L SCHUTZ | 2010-04-27 | |
| 001 | 2009-01-01 | GARY L SCHUTZ | GARY L SCHUTZ | 2010-04-29 |
| Measure | Date | Value |
|---|---|---|
| 2015: GARY L. SCHUTZ, P.C. PROFIT SHARING PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 0 |
| 2014: GARY L. SCHUTZ, P.C. PROFIT SHARING PLAN 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 2 |
| Total participants | 2014-01-01 | 2 |
| 2013: GARY L. SCHUTZ, P.C. PROFIT SHARING PLAN 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Total participants | 2013-01-01 | 2 |
| 2012: GARY L. SCHUTZ, P.C. PROFIT SHARING PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Total participants | 2012-01-01 | 2 |
| 2011: GARY L. SCHUTZ, P.C. PROFIT SHARING PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 2 |
| Number of participants with account balances | 2011-01-01 | 2 |
| 2010: GARY L. SCHUTZ, P.C. PROFIT SHARING PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
| Total of all active and inactive participants | 2010-01-01 | 2 |
| Total participants | 2010-01-01 | 2 |
| Number of participants with account balances | 2010-01-01 | 2 |
| 2009: GARY L. SCHUTZ, P.C. PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 2 |
| Number of participants with account balances | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|---|---|
| 2015 : GARY L. SCHUTZ, P.C. PROFIT SHARING PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $5,097 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $766,560 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $766,560 |
| Total plan assets at end of year | 2015-12-31 | $0 |
| Total plan assets at beginning of year | 2015-12-31 | $761,463 |
| Value of fidelity bond covering the plan | 2015-12-31 | $10,000 |
| Other income received | 2015-12-31 | $5,097 |
| Net income (gross income less expenses) | 2015-12-31 | $-761,463 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $761,463 |
| Total income from all sources | 2015-02-28 | $5,097 |
| Expenses. Total of all expenses incurred | 2015-02-28 | $766,560 |
| Benefits paid (including direct rollovers) | 2015-02-28 | $766,560 |
| Total plan assets at end of year | 2015-02-28 | $0 |
| Total plan assets at beginning of year | 2015-02-28 | $761,463 |
| Value of fidelity bond covering the plan | 2015-02-28 | $10,000 |
| Other income received | 2015-02-28 | $5,097 |
| Net income (gross income less expenses) | 2015-02-28 | $-761,463 |
| Net plan assets at end of year (total assets less liabilities) | 2015-02-28 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-02-28 | $761,463 |
| 2014 : GARY L. SCHUTZ, P.C. PROFIT SHARING PLAN 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $55,767 |
| Total plan assets at end of year | 2014-12-31 | $761,463 |
| Total plan assets at beginning of year | 2014-12-31 | $705,696 |
| Value of fidelity bond covering the plan | 2014-12-31 | $10,000 |
| Other income received | 2014-12-31 | $49,767 |
| Net income (gross income less expenses) | 2014-12-31 | $55,767 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $761,463 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $705,696 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $6,000 |
| 2013 : GARY L. SCHUTZ, P.C. PROFIT SHARING PLAN 2013 401k financial data | ||
| Total income from all sources | 2013-12-31 | $160,346 |
| Total plan assets at end of year | 2013-12-31 | $705,696 |
| Total plan assets at beginning of year | 2013-12-31 | $545,350 |
| Value of fidelity bond covering the plan | 2013-12-31 | $10,000 |
| Other income received | 2013-12-31 | $143,046 |
| Net income (gross income less expenses) | 2013-12-31 | $160,346 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $705,696 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $545,350 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $17,300 |
| 2012 : GARY L. SCHUTZ, P.C. PROFIT SHARING PLAN 2012 401k financial data | ||
| Total income from all sources | 2012-12-31 | $51,447 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $60 |
| Total plan assets at end of year | 2012-12-31 | $545,350 |
| Total plan assets at beginning of year | 2012-12-31 | $493,963 |
| Value of fidelity bond covering the plan | 2012-12-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $60 |
| Other income received | 2012-12-31 | $42,847 |
| Net income (gross income less expenses) | 2012-12-31 | $51,387 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $545,350 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $493,963 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $8,600 |
| 2011 : GARY L. SCHUTZ, P.C. PROFIT SHARING PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $-49,166 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $61 |
| Total plan assets at end of year | 2011-12-31 | $493,963 |
| Total plan assets at beginning of year | 2011-12-31 | $543,190 |
| Value of fidelity bond covering the plan | 2011-12-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $1 |
| Other income received | 2011-12-31 | $-57,766 |
| Net income (gross income less expenses) | 2011-12-31 | $-49,227 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $493,963 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $543,190 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $8,600 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $60 |
| 2010 : GARY L. SCHUTZ, P.C. PROFIT SHARING PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $58,181 |
| Total plan assets at end of year | 2010-12-31 | $543,190 |
| Total plan assets at beginning of year | 2010-12-31 | $485,009 |
| Value of fidelity bond covering the plan | 2010-12-31 | $10,000 |
| Other income received | 2010-12-31 | $51,081 |
| Net income (gross income less expenses) | 2010-12-31 | $58,181 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $543,190 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $485,009 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $7,100 |
| 2015: GARY L. SCHUTZ, P.C. PROFIT SHARING PLAN 2015 form 5500 responses | ||
|---|---|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | This submission is the final filing | Yes |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: GARY L. SCHUTZ, P.C. PROFIT SHARING PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: GARY L. SCHUTZ, P.C. PROFIT SHARING PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: GARY L. SCHUTZ, P.C. PROFIT SHARING PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: GARY L. SCHUTZ, P.C. PROFIT SHARING PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: GARY L. SCHUTZ, P.C. PROFIT SHARING PLAN 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: GARY L. SCHUTZ, P.C. PROFIT SHARING PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |