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SANDRA SCHAEFFER, P.C. DBA SCHAEFFER LAW PROFIT SHARING PLAN 401k Plan overview

Plan NameSANDRA SCHAEFFER, P.C. DBA SCHAEFFER LAW PROFIT SHARING PLAN
Plan identification number 001

SANDRA SCHAEFFER, P.C. DBA SCHAEFFER LAW PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

SANDRA SCHAEFFER P.C. DBA SCHAEFFER LAW has sponsored the creation of one or more 401k plans.

Company Name:SANDRA SCHAEFFER P.C. DBA SCHAEFFER LAW
Employer identification number (EIN):203365692
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANDRA SCHAEFFER, P.C. DBA SCHAEFFER LAW PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SANDRA SCHAEFFER2024-09-13
0012022-01-01SANDRA SCHAEFFER2023-10-11
0012021-01-01SANDRA SCHAEFFER2022-09-22
0012020-01-01SANDRA SCHAEFFER2021-06-09
0012019-01-01SANDRA SCHAEFFER2020-10-08
0012018-01-01SANDRA SCHAEFFER2019-09-25
0012017-01-01SANDRA SCHAEFFER2018-05-22
0012016-01-01SANDRA SCHAEFFER2017-05-09
0012015-01-01SANDRA SCHAEFFER2016-07-08
0012014-01-01SANDRA SCHAEFFER2015-10-13
0012013-01-01SANDRA SCHAEFFER2014-10-09
0012012-01-01SANDRA SCHAEFFER2013-10-07
0012011-01-01SANDRA SCHAEFFER2012-08-21

Financial Data on SANDRA SCHAEFFER, P.C. DBA SCHAEFFER LAW PROFIT SHARING PLAN

Measure Date Value
2025 : SANDRA SCHAEFFER, P.C. DBA SCHAEFFER LAW PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-03-190
Total expenses incurred by plan in this plan year2025-03-191748766
Net assets as of the end of the plan year2025-03-190
Total assets as of the beginning of the plan year2025-03-191699388
Value of plan covered by a fidelity bond2025-03-19170000
Other income to plan in this plan year2025-03-1949378
Plan net income in this plan year2025-03-19-1699388
Net assets as of the end of the plan year2025-03-190
Net assets as of the beginning of the plan year2025-03-191699388
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-191314
2024 : SANDRA SCHAEFFER, P.C. DBA SCHAEFFER LAW PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-130
Total liabilities as of the beginning of the plan year2024-09-130
Total expenses incurred by plan in this plan year2024-09-131661
Net assets as of the end of the plan year2024-09-131699388
Total assets as of the beginning of the plan year2024-09-131626276
Value of plan covered by a fidelity bond2024-09-13162628
Other income to plan in this plan year2024-09-1374773
Plan net income in this plan year2024-09-1373112
Net assets as of the end of the plan year2024-09-131699388
Net assets as of the beginning of the plan year2024-09-131626276
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-131661
2022 : SANDRA SCHAEFFER, P.C. DBA SCHAEFFER LAW PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-220
Total liabilities as of the end of the plan year2022-09-220
Total liabilities as of the beginning of the plan year2022-09-220
Total expenses incurred by plan in this plan year2022-09-221790
Net assets as of the end of the plan year2022-09-22229278
Total assets as of the beginning of the plan year2022-09-22227742
Value of plan covered by a fidelity bond2022-09-22150000
Participant contributions to plan in this plan year2022-09-220
Other expenses paid from plan in this plan year2022-09-221790
Other contributions to plan in this plan year2022-09-220
Other income to plan in this plan year2022-09-223326
Plan net income in this plan year2022-09-221536
Net assets as of the end of the plan year2022-09-22229278
Net assets as of the beginning of the plan year2022-09-22227742
Employer contributions to plan in this plan year2022-09-220
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-220

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