401k Plan data: SCHEU COMPANIES PROFIT SHARING 401(K) PLAN plan

SCHEU COMPANIES PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	SCHEU COMPANIES PROFIT SHARING 401(K) PLAN
Plan identification number	001

SCHEU COMPANIES PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

SCHEU MANAGEMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: SCHEU MANAGEMENT CORPORATION

Employer identification number (EIN): 205738389

NAIC Classification: 423500

Additional information about SCHEU MANAGEMENT CORPORATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C2956066

More information about SCHEU MANAGEMENT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHEU COMPANIES PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CHAK YU 2023-10-11
001 2021-01-01 CHAK YU 2022-10-02
001 2020-01-01 CHAK YU 2021-10-07
001 2019-01-01 PHILIP A. CHIAZZA 2020-10-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	CHAK YU	2023-10-11
001	2021-01-01	CHAK YU	2022-10-02
001	2020-01-01	CHAK YU	2021-10-07
001	2019-01-01	PHILIP A. CHIAZZA	2020-10-07

Plan Statistics for SCHEU COMPANIES PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for SCHEU COMPANIES PROFIT SHARING 401(K) PLAN

Measure Date Value
2022: SCHEU COMPANIES PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 32
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 31
Total of all active and inactive participants 2022-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 63
Number of participants with account balances 2022-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: SCHEU COMPANIES PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 124
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 52
Total of all active and inactive participants 2021-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 176
Number of participants with account balances 2021-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 13
2020: SCHEU COMPANIES PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 211
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 134
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 47
Total of all active and inactive participants 2020-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 181
Number of participants with account balances 2020-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 9
2019: SCHEU COMPANIES PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 165
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 39
Total of all active and inactive participants 2019-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 204
Number of participants with account balances 2019-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 12

Measure	Date	Value
2022: SCHEU COMPANIES PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	32
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	31
Total of all active and inactive participants	2022-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	63
Number of participants with account balances	2022-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: SCHEU COMPANIES PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	124
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	52
Total of all active and inactive participants	2021-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	176
Number of participants with account balances	2021-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	13
2020: SCHEU COMPANIES PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	211
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	134
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	47
Total of all active and inactive participants	2020-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	181
Number of participants with account balances	2020-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	9
2019: SCHEU COMPANIES PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	165
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	39
Total of all active and inactive participants	2019-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	204
Number of participants with account balances	2019-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	12

Financial Data on SCHEU COMPANIES PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2022 : SCHEU COMPANIES PROFIT SHARING 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$1,283,875
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-576,053
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$158,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$104,475
Value of total corrective distributions	2022-12-31	$6,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$211,144
Value of total assets at end of year	2022-12-31	$2,510,795
Value of total assets at beginning of year	2022-12-31	$4,529,297
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$47,657
Total interest from all sources	2022-12-31	$2,828
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$147,560
Participant contributions at end of year	2022-12-31	$3,387
Participant contributions at beginning of year	2022-12-31	$34,488
Total non interest bearing cash at end of year	2022-12-31	$9
Total non interest bearing cash at beginning of year	2022-12-31	$11
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-734,627
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,510,795
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,529,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,420,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,371,028
Interest on participant loans	2022-12-31	$757
Interest earned on other investments	2022-12-31	$2,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$86,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$123,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-790,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$63,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$104,475
Contract administrator fees	2022-12-31	$47,657
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2022-12-31	814637885
2021 : SCHEU COMPANIES PROFIT SHARING 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$984,846
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$703,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$643,382
Value of total corrective distributions	2021-12-31	$9,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$265,434
Value of total assets at end of year	2021-12-31	$4,529,297
Value of total assets at beginning of year	2021-12-31	$4,248,366
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$50,938
Total interest from all sources	2021-12-31	$4,285
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$186,345
Participant contributions at end of year	2021-12-31	$34,488
Participant contributions at beginning of year	2021-12-31	$31,089
Total non interest bearing cash at end of year	2021-12-31	$11
Total non interest bearing cash at beginning of year	2021-12-31	$11
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$280,931
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,529,297
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,248,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$4,371,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,068,931
Interest on participant loans	2021-12-31	$1,352
Interest earned on other investments	2021-12-31	$2,933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$123,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$148,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$715,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$79,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$643,382
Contract administrator fees	2021-12-31	$50,938
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2021-12-31	814637885
2020 : SCHEU COMPANIES PROFIT SHARING 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$890,606
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$210,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$158,824
Value of total corrective distributions	2020-12-31	$7,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$282,355
Value of total assets at end of year	2020-12-31	$4,248,366
Value of total assets at beginning of year	2020-12-31	$3,568,015
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$44,184
Total interest from all sources	2020-12-31	$3,827
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$175,911
Participant contributions at end of year	2020-12-31	$31,089
Participant contributions at beginning of year	2020-12-31	$5,280
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$40,091
Total non interest bearing cash at end of year	2020-12-31	$11
Total non interest bearing cash at beginning of year	2020-12-31	$101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$680,351
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,248,366
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,568,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,068,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,445,514
Interest on participant loans	2020-12-31	$887
Interest earned on other investments	2020-12-31	$2,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$148,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$117,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$604,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$66,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$158,824
Contract administrator fees	2020-12-31	$44,184
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2020-12-31	814637885
2019 : SCHEU COMPANIES PROFIT SHARING 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$948,914
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$289,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$262,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$242,219
Value of total assets at end of year	2019-12-31	$3,568,015
Value of total assets at beginning of year	2019-12-31	$2,908,282
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$26,705
Total interest from all sources	2019-12-31	$2,487
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$203,721
Participant contributions at end of year	2019-12-31	$5,280
Total non interest bearing cash at end of year	2019-12-31	$101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$659,733
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,568,015
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,908,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$4,214
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,445,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,807,677
Interest on participant loans	2019-12-31	$55
Interest earned on other investments	2019-12-31	$1,627
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$100,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$100,605
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$117,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$704,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$38,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$262,476
Contract administrator fees	2019-12-31	$22,491
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2019-12-31	814637885

Form 5500 Responses for SCHEU COMPANIES PROFIT SHARING 401(K) PLAN

2022: SCHEU COMPANIES PROFIT SHARING 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SCHEU COMPANIES PROFIT SHARING 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SCHEU COMPANIES PROFIT SHARING 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SCHEU COMPANIES PROFIT SHARING 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

813364

Policy instance

Insurance contract or identification number	813364
Number of Individuals Covered	63
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

813364

Policy instance

Insurance contract or identification number	813364
Number of Individuals Covered	176
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

813364

Policy instance

Insurance contract or identification number	813364
Number of Individuals Covered	181
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

813364

Policy instance

Insurance contract or identification number	813364
Number of Individuals Covered	204
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

SCHEU COMPANIES PROFIT SHARING 401(K) PLAN [EIN = 951853363]

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Company Name:	SCHEU MANAGEMENT CORPORATION
Employer identification number (EIN):	205738389
NAIC Classification:	423500

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C2956066