I.E. SHAFFER & CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO
401k plan membership statisitcs for PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO
| Measure | Date | Value |
|---|
| 2022: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 76 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 62 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 15 |
| Total of all active and inactive participants | 2022-01-01 | 78 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 78 |
| Number of participants with account balances | 2022-01-01 | 78 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 63 |
| 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 | 13 |
| Total of all active and inactive participants | 2021-01-01 | 76 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 76 |
| Number of participants with account balances | 2021-01-01 | 76 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
| 2020: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 58 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 4 |
| Total of all active and inactive participants | 2020-01-01 | 68 |
| Total participants | 2020-01-01 | 68 |
| Number of participants with account balances | 2020-01-01 | 68 |
| 2019: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 58 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 4 |
| Total of all active and inactive participants | 2019-01-01 | 68 |
| Total participants | 2019-01-01 | 68 |
| Number of participants with account balances | 2019-01-01 | 68 |
| 2018: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 57 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 66 |
| Number of participants with account balances | 2018-01-01 | 66 |
| 2017: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 56 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 5 |
| Total of all active and inactive participants | 2017-01-01 | 65 |
| Total participants | 2017-01-01 | 65 |
| Number of participants with account balances | 2017-01-01 | 65 |
| 2016: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 54 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 6 |
| Total of all active and inactive participants | 2016-01-01 | 65 |
| Total participants | 2016-01-01 | 65 |
| Number of participants with account balances | 2016-01-01 | 65 |
| 2015: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 49 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
| Total of all active and inactive participants | 2015-01-01 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 59 |
| Number of participants with account balances | 2015-01-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
| 2014: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 49 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 58 |
| Total participants | 2014-01-01 | 58 |
| Number of participants with account balances | 2014-01-01 | 58 |
| 2013: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 49 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
| Total of all active and inactive participants | 2013-01-01 | 58 |
| Total participants | 2013-01-01 | 58 |
| Number of participants with account balances | 2013-01-01 | 58 |
| 2012: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 55 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 47 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 7 |
| Total of all active and inactive participants | 2012-01-01 | 57 |
| Total participants | 2012-01-01 | 57 |
| Number of participants with account balances | 2012-01-01 | 57 |
| 2011: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 45 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 55 |
| Total participants | 2011-01-01 | 55 |
| Number of participants with account balances | 2011-01-01 | 55 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 49 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 11 |
| Total of all active and inactive participants | 2009-01-01 | 60 |
| Total participants | 2009-01-01 | 60 |
| Number of participants with account balances | 2009-01-01 | 61 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2022 : PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-1,724,922 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $444,142 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $440,743 |
| Total plan assets at end of year | 2022-12-31 | $22,993,511 |
| Total plan assets at beginning of year | 2022-12-31 | $25,162,575 |
| Value of fidelity bond covering the plan | 2022-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $588,503 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $35,592 |
| Other income received | 2022-12-31 | $-2,496,142 |
| Net income (gross income less expenses) | 2022-12-31 | $-2,169,064 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $22,993,511 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $25,162,575 |
| Assets. Value of participant loans | 2022-12-31 | $83,362 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $147,125 |
| Value of corrective distributions | 2022-12-31 | $1,284 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,115 |
| 2021 : PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $111,722 |
| Total income from all sources | 2021-12-31 | $3,216,369 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $438,357 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $422,830 |
| Total plan assets at end of year | 2021-12-31 | $25,162,575 |
| Total plan assets at beginning of year | 2021-12-31 | $22,272,841 |
| Value of fidelity bond covering the plan | 2021-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $594,887 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $15,527 |
| Other income received | 2021-12-31 | $2,499,133 |
| Net income (gross income less expenses) | 2021-12-31 | $2,778,012 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $25,162,575 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $22,272,841 |
| Assets. Value of participant loans | 2021-12-31 | $98,108 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $122,349 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $2,226,769 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $3,472,832 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $3,472,832 |
| Total plan assets at end of year | 2020-12-31 | $22,272,841 |
| Total plan assets at beginning of year | 2020-12-31 | $23,518,904 |
| Value of fidelity bond covering the plan | 2020-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $530,518 |
| Other income received | 2020-12-31 | $1,563,620 |
| Net income (gross income less expenses) | 2020-12-31 | $-1,246,063 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $22,272,841 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $23,518,904 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $132,631 |
| 2019 : PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $3,879,302 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,374,612 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,374,612 |
| Total plan assets at end of year | 2019-12-31 | $23,518,904 |
| Total plan assets at beginning of year | 2019-12-31 | $21,014,214 |
| Value of fidelity bond covering the plan | 2019-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $533,141 |
| Other income received | 2019-12-31 | $3,213,395 |
| Net income (gross income less expenses) | 2019-12-31 | $2,504,690 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $23,518,904 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $21,014,214 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $132,766 |
| 2018 : PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $295,676 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $369,263 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $369,263 |
| Total plan assets at end of year | 2018-12-31 | $21,014,214 |
| Total plan assets at beginning of year | 2018-12-31 | $21,087,801 |
| Value of fidelity bond covering the plan | 2018-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $591,509 |
| Other income received | 2018-12-31 | $-731,041 |
| Net income (gross income less expenses) | 2018-12-31 | $-73,587 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $21,014,214 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $21,087,801 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $435,208 |
| 2017 : PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $3,099,496 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $306,452 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $306,452 |
| Total plan assets at end of year | 2017-12-31 | $21,087,801 |
| Total plan assets at beginning of year | 2017-12-31 | $18,294,757 |
| Value of fidelity bond covering the plan | 2017-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $467,135 |
| Other income received | 2017-12-31 | $2,237,368 |
| Net income (gross income less expenses) | 2017-12-31 | $2,793,044 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $21,087,801 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $18,294,757 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $394,993 |
| 2016 : PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $2,532,078 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $146,979 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $146,979 |
| Total plan assets at end of year | 2016-12-31 | $18,294,757 |
| Total plan assets at beginning of year | 2016-12-31 | $15,909,658 |
| Value of fidelity bond covering the plan | 2016-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $962,720 |
| Other income received | 2016-12-31 | $1,204,555 |
| Net income (gross income less expenses) | 2016-12-31 | $2,385,099 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $18,294,757 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $15,909,658 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $364,803 |
| 2015 : PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $1,153,621 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $559,314 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $559,314 |
| Total plan assets at end of year | 2015-12-31 | $15,909,658 |
| Total plan assets at beginning of year | 2015-12-31 | $15,315,351 |
| Value of fidelity bond covering the plan | 2015-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $608,495 |
| Other income received | 2015-12-31 | $194,654 |
| Net income (gross income less expenses) | 2015-12-31 | $594,307 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $15,909,658 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $15,315,351 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $350,472 |
| 2014 : PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $1,533,138 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $365,828 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $365,828 |
| Total plan assets at end of year | 2014-12-31 | $15,315,351 |
| Total plan assets at beginning of year | 2014-12-31 | $14,148,041 |
| Value of fidelity bond covering the plan | 2014-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $390,276 |
| Other income received | 2014-12-31 | $801,370 |
| Net income (gross income less expenses) | 2014-12-31 | $1,167,310 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $15,315,351 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $14,148,041 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $341,492 |
| 2013 : PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $2,557,760 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $498,239 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $498,239 |
| Total plan assets at end of year | 2013-12-31 | $14,148,041 |
| Total plan assets at beginning of year | 2013-12-31 | $12,088,520 |
| Value of fidelity bond covering the plan | 2013-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $404,973 |
| Other income received | 2013-12-31 | $1,817,473 |
| Net income (gross income less expenses) | 2013-12-31 | $2,059,521 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $14,148,041 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $12,088,520 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $335,314 |
| 2012 : PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,729,398 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $66,940 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $66,940 |
| Total plan assets at end of year | 2012-12-31 | $12,088,520 |
| Total plan assets at beginning of year | 2012-12-31 | $10,426,062 |
| Value of fidelity bond covering the plan | 2012-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $381,960 |
| Other income received | 2012-12-31 | $1,032,084 |
| Net income (gross income less expenses) | 2012-12-31 | $1,662,458 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $12,088,520 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,426,062 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $315,354 |
| 2011 : PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $610,908 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $334,050 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $334,050 |
| Total plan assets at end of year | 2011-12-31 | $10,426,062 |
| Total plan assets at beginning of year | 2011-12-31 | $10,149,204 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $352,846 |
| Other income received | 2011-12-31 | $169,849 |
| Net income (gross income less expenses) | 2011-12-31 | $276,858 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $10,426,062 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $10,149,204 |
| Assets. Value of participant loans | 2011-12-31 | $81,146 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $88,213 |
| 2010 : PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,451,716 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,112,476 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $1,112,476 |
| Total plan assets at end of year | 2010-12-31 | $10,149,204 |
| Total plan assets at beginning of year | 2010-12-31 | $9,809,964 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $466,575 |
| Other income received | 2010-12-31 | $920,075 |
| Net income (gross income less expenses) | 2010-12-31 | $339,240 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $10,149,204 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $9,809,964 |
| Assets. Value of participant loans | 2010-12-31 | $59,732 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $65,066 |
| 2009 : PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $677,515 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $677,515 |
| 2022: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single 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: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single 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: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 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: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 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 – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 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 – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 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 – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 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 – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PROFIT SHARING & SAVINGS PLAN - I.E.SHAFFER & CO 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 039071 |
| Policy instance | 1 |
| Insurance contract or identification number | 039071 | | Number of Individuals Covered | 78 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | 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 | 0 | | 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? | Yes | | 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 |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 039071 |
| Policy instance | 1 |
| Insurance contract or identification number | 039071 | | Number of Individuals Covered | 76 | | 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 | 0 | | 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? | Yes | | 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 |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 39071-001 |
| Policy instance | 1 |
| Insurance contract or identification number | 39071-001 | | 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 unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 39071-001 |
| Policy instance | 1 |
| Insurance contract or identification number | 39071-001 | | 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 unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 39071-001 |
| Policy instance | 1 |
| Insurance contract or identification number | 39071-001 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 39071-001 |
| Policy instance | 1 |
| Insurance contract or identification number | 39071-001 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 39071-001 |
| Policy instance | 1 |
| Insurance contract or identification number | 39071-001 | | Number of Individuals Covered | 58 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 39071-001 |
| Policy instance | 1 |
| Insurance contract or identification number | 39071-001 | | Number of Individuals Covered | 58 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 39071-001 |
| Policy instance | 1 |
| Insurance contract or identification number | 39071-001 | | Number of Individuals Covered | 57 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 39071-001 |
| Policy instance | 1 |
| Insurance contract or identification number | 39071-001 | | Number of Individuals Covered | 55 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 39071-001 |
| Policy instance | 1 |
| Insurance contract or identification number | 39071-001 | | Number of Individuals Covered | 57 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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