RICHARD F. SCHUBERT DEFINED BENEFIT PENSION PLAN 401k Plan overview

RICHARD F. SCHUBERT DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	RICHARD F. SCHUBERT
Employer identification number (EIN):	942521708
NAIC Classification:	112900

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	RICHARD F. SCHUBERT	2017-08-30
002	2015-01-01	RICHARD F. SCHUBERT	2016-09-27
002	2014-01-01	RICHARD F. SCHUBERT	2015-08-31
002	2013-01-01	RICHARD F. SCHUBERT	2014-10-07
002	2012-01-01	RICHARD F. SCHUBERT	2013-09-18	RICHARD F. SCHUBERT	2013-09-18
002	2011-01-01	RICHARD F. SCHUBERT	2012-08-29	RICHARD F. SCHUBERT	2012-08-29
002	2010-01-01	RICHARD F. SCHUBERT	2011-10-14	RICHARD F. SCHUBERT	2011-10-14

Plan Statistics for RICHARD F. SCHUBERT DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2019: RICHARD F. SCHUBERT DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,625,208
Acturial value of plan assets	2019-12-31	1,625,208
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	7
Fundng target for terminated vested participants	2019-12-31	44,270
Active participant vested funding target	2019-12-31	1,580,938
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	1,580,938
Total participant count	2019-12-31	9
Total funding target for all participants	2019-12-31	1,625,208
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	0
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: RICHARD F. SCHUBERT DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,738,798
Acturial value of plan assets	2018-12-31	1,738,798
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	7
Fundng target for terminated vested participants	2018-12-31	23,433
Active participant vested funding target	2018-12-31	1,036,381
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	1,036,381
Total participant count	2018-12-31	9
Total funding target for all participants	2018-12-31	1,059,814
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	161,828
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	161,828
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	0
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	125,016
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: RICHARD F. SCHUBERT DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,570,844
Acturial value of plan assets	2017-12-31	1,502,677
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	3
Fundng target for terminated vested participants	2017-12-31	6,863
Active participant vested funding target	2017-12-31	878,311
Number of active participants	2017-12-31	7
Total funding liabilities for active participants	2017-12-31	878,311
Total participant count	2017-12-31	10
Total funding target for all participants	2017-12-31	885,174
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	327,708
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	327,708
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	167,954
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	161,828
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	69,252
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	161,828
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: RICHARD F. SCHUBERT DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,062,684
Acturial value of plan assets	2016-12-31	1,062,684
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	11,826
Active participant vested funding target	2016-12-31	661,044
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	661,044
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	672,870
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	294,279
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	294,279
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	340,352
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	327,708
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	153,565
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	327,708
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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