WILLIAM SCHAPPELL & SONS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 5 |
| Total of all active and inactive participants | 2022-01-01 | 5 |
| Total participants | 2022-01-01 | 5 |
| Number of participants with account balances | 2022-01-01 | 5 |
| 2021: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 5 |
| Total of all active and inactive participants | 2021-01-01 | 5 |
| Total participants | 2021-01-01 | 5 |
| Number of participants with account balances | 2021-01-01 | 5 |
| 2020: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 5 |
| Total of all active and inactive participants | 2020-01-01 | 5 |
| Total participants | 2020-01-01 | 5 |
| Number of participants with account balances | 2020-01-01 | 5 |
| 2019: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5 |
| Total of all active and inactive participants | 2019-01-01 | 5 |
| Total participants | 2019-01-01 | 5 |
| Number of participants with account balances | 2019-01-01 | 5 |
| 2018: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5 |
| Total of all active and inactive participants | 2018-01-01 | 5 |
| Total participants | 2018-01-01 | 5 |
| Number of participants with account balances | 2018-01-01 | 5 |
| 2017: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
| Total of all active and inactive participants | 2017-01-01 | 5 |
| Total participants | 2017-01-01 | 5 |
| Number of participants with account balances | 2017-01-01 | 5 |
| 2016: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
| Total of all active and inactive participants | 2016-01-01 | 4 |
| Total participants | 2016-01-01 | 4 |
| Number of participants with account balances | 2016-01-01 | 4 |
| 2015: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
| Total of all active and inactive participants | 2015-01-01 | 4 |
| Total participants | 2015-01-01 | 4 |
| Number of participants with account balances | 2015-01-01 | 4 |
| 2014: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 4 |
| Total participants | 2014-01-01 | 4 |
| Number of participants with account balances | 2014-01-01 | 4 |
| 2013: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
| Total of all active and inactive participants | 2013-01-01 | 4 |
| Total participants | 2013-01-01 | 4 |
| Number of participants with account balances | 2013-01-01 | 4 |
| 2012: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 4 |
| Total participants | 2012-01-01 | 4 |
| Number of participants with account balances | 2012-01-01 | 4 |
| 2011: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 4 |
| Total participants | 2011-01-01 | 4 |
| Number of participants with account balances | 2011-01-01 | 4 |
| 2010: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 4 |
| Total participants | 2010-01-01 | 4 |
| Number of participants with account balances | 2010-01-01 | 4 |
| 2009: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2022 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-107,591 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $6,875 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $6,875 |
| Total plan assets at end of year | 2022-12-31 | $656,663 |
| Total plan assets at beginning of year | 2022-12-31 | $771,129 |
| Other income received | 2022-12-31 | $-127,991 |
| Net income (gross income less expenses) | 2022-12-31 | $-114,466 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $656,663 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $771,129 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $20,400 |
| 2021 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $87,151 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $4,426 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $4,426 |
| Total plan assets at end of year | 2021-12-31 | $771,129 |
| Total plan assets at beginning of year | 2021-12-31 | $688,404 |
| Other income received | 2021-12-31 | $66,751 |
| Net income (gross income less expenses) | 2021-12-31 | $82,725 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $771,129 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $688,404 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $20,400 |
| 2020 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $81,058 |
| Total plan assets at end of year | 2020-12-31 | $688,404 |
| Total plan assets at beginning of year | 2020-12-31 | $607,346 |
| Other income received | 2020-12-31 | $60,658 |
| Net income (gross income less expenses) | 2020-12-31 | $81,058 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $688,404 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $607,346 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $20,400 |
| 2019 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $113,155 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $4,964 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $4,964 |
| Total plan assets at end of year | 2019-12-31 | $607,346 |
| Total plan assets at beginning of year | 2019-12-31 | $499,155 |
| Other income received | 2019-12-31 | $92,755 |
| Net income (gross income less expenses) | 2019-12-31 | $108,191 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $607,346 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $499,155 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $20,400 |
| 2018 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-21,352 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $2,750 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $2,750 |
| Total plan assets at end of year | 2018-12-31 | $499,155 |
| Total plan assets at beginning of year | 2018-12-31 | $523,257 |
| Other income received | 2018-12-31 | $-41,752 |
| Net income (gross income less expenses) | 2018-12-31 | $-24,102 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $499,155 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $523,257 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $20,400 |
| 2017 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $78,837 |
| Total plan assets at end of year | 2017-12-31 | $523,257 |
| Total plan assets at beginning of year | 2017-12-31 | $444,420 |
| Other income received | 2017-12-31 | $59,037 |
| Net income (gross income less expenses) | 2017-12-31 | $78,837 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $523,257 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $444,420 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $19,800 |
| 2016 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $33,681 |
| Total plan assets at end of year | 2016-12-31 | $444,420 |
| Total plan assets at beginning of year | 2016-12-31 | $410,739 |
| Other income received | 2016-12-31 | $15,681 |
| Net income (gross income less expenses) | 2016-12-31 | $33,681 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $444,420 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $410,739 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $18,000 |
| 2015 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $23,341 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $273,030 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $269,800 |
| Total plan assets at end of year | 2015-12-31 | $410,739 |
| Total plan assets at beginning of year | 2015-12-31 | $660,428 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $3,230 |
| Other income received | 2015-12-31 | $-3,659 |
| Net income (gross income less expenses) | 2015-12-31 | $-249,689 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $410,739 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $660,428 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $27,000 |
| 2014 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $37,550 |
| Total plan assets at end of year | 2014-12-31 | $660,428 |
| Total plan assets at beginning of year | 2014-12-31 | $622,878 |
| Other income received | 2014-12-31 | $19,550 |
| Net income (gross income less expenses) | 2014-12-31 | $37,550 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $660,428 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $622,878 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $18,000 |
| 2013 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $102,929 |
| Total plan assets at end of year | 2013-12-31 | $622,878 |
| Total plan assets at beginning of year | 2013-12-31 | $519,949 |
| Other income received | 2013-12-31 | $84,929 |
| Net income (gross income less expenses) | 2013-12-31 | $102,929 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $622,878 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $519,949 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $18,000 |
| 2012 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $92,820 |
| Total plan assets at end of year | 2012-12-31 | $519,949 |
| Total plan assets at beginning of year | 2012-12-31 | $427,129 |
| Other income received | 2012-12-31 | $70,320 |
| Net income (gross income less expenses) | 2012-12-31 | $92,820 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $519,949 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $427,129 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $22,500 |
| 2011 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-3,221 |
| Total plan assets at end of year | 2011-12-31 | $427,129 |
| Total plan assets at beginning of year | 2011-12-31 | $430,350 |
| Other income received | 2011-12-31 | $-21,221 |
| Net income (gross income less expenses) | 2011-12-31 | $-3,221 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $427,129 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $430,350 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $18,000 |
| 2010 : WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $58,565 |
| Total plan assets at end of year | 2010-12-31 | $430,350 |
| Total plan assets at beginning of year | 2010-12-31 | $371,785 |
| Other income received | 2010-12-31 | $40,565 |
| Net income (gross income less expenses) | 2010-12-31 | $58,565 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $430,350 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $371,785 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $18,000 |
| 2022: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WILLIAM SCHAPPELL & SONS, INC. PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
