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BRYAN SHUMAKER PROFIT SHARING PLAN 401k Plan overview

Plan NameBRYAN SHUMAKER PROFIT SHARING PLAN
Plan identification number 001

BRYAN SHUMAKER PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BRYAN A. SHUMAKER, DDS has sponsored the creation of one or more 401k plans.

Company Name:BRYAN A. SHUMAKER, DDS
Employer identification number (EIN):222565493
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRYAN SHUMAKER PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRYAN A. SHUMAKER
0012016-01-01BRYAN A. SHUMAKER
0012015-01-01BRYAN A. SHUMAKER, DDS
0012014-01-01BRYAN SHUMAKER
0012013-01-01BRYAN SHUMAKER
0012012-01-01DR. BRYAN SHUMAKER DR. BRYAN SHUMAKER2013-09-18
0012011-01-01DR. BRYAN SHUMAKER DR. BRYAN SHUMAKER2012-10-03
0012010-01-01DR. BRYAN SHUMAKER DR. BRYAN SHUMAKER2011-10-03
0012009-01-01DR. BRYAN SHUMAKER DR. BRYAN SHUMAKER2010-10-07

Plan Statistics for BRYAN SHUMAKER PROFIT SHARING PLAN

401k plan membership statisitcs for BRYAN SHUMAKER PROFIT SHARING PLAN

Measure Date Value
2022: BRYAN SHUMAKER PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BRYAN SHUMAKER PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-019
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-015
Total of all active and inactive participants2021-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015
Number of participants with account balances2021-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BRYAN SHUMAKER PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-019
Number of participants with account balances2020-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BRYAN SHUMAKER PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019
Total number of active participants reported on line 7a of the Form 55002019-01-015
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-019
Number of participants with account balances2019-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BRYAN SHUMAKER PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-018
Number of participants with account balances2018-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BRYAN SHUMAKER PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-017
Number of participants with account balances2017-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BRYAN SHUMAKER PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
Number of participants with account balances2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BRYAN SHUMAKER PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BRYAN SHUMAKER PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BRYAN SHUMAKER PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BRYAN SHUMAKER PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BRYAN SHUMAKER PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BRYAN SHUMAKER PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-018
Number of participants with account balances2010-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: BRYAN SHUMAKER PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BRYAN SHUMAKER PROFIT SHARING PLAN

Measure Date Value
2022 : BRYAN SHUMAKER PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-07-31$0
Total plan liabilities at end of year2022-07-31$0
Total plan liabilities at beginning of year2022-07-31$0
Total income from all sources2022-07-31$-66,578
Expenses. Total of all expenses incurred2022-07-31$1,021,881
Benefits paid (including direct rollovers)2022-07-31$1,021,403
Total plan assets at end of year2022-07-31$0
Total plan assets at beginning of year2022-07-31$1,088,459
Value of fidelity bond covering the plan2022-07-31$325,000
Total contributions received or receivable from participants2022-07-31$0
Expenses. Other expenses not covered elsewhere2022-07-31$0
Contributions received from other sources (not participants or employers)2022-07-31$0
Other income received2022-07-31$-66,578
Noncash contributions received2022-07-31$0
Net income (gross income less expenses)2022-07-31$-1,088,459
Net plan assets at end of year (total assets less liabilities)2022-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-07-31$1,088,459
Total contributions received or receivable from employer(s)2022-07-31$0
Value of certain deemed distributions of participant loans2022-07-31$0
Value of corrective distributions2022-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-07-31$478
2021 : BRYAN SHUMAKER PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$-84,127
Expenses. Total of all expenses incurred2021-12-31$243,188
Benefits paid (including direct rollovers)2021-12-31$240,093
Total plan assets at end of year2021-12-31$1,088,459
Total plan assets at beginning of year2021-12-31$1,415,774
Value of fidelity bond covering the plan2021-12-31$325,000
Total contributions received or receivable from participants2021-12-31$53,500
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$-181,176
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-327,315
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,088,459
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,415,774
Total contributions received or receivable from employer(s)2021-12-31$43,549
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$3,095
2020 : BRYAN SHUMAKER PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$265,583
Expenses. Total of all expenses incurred2020-12-31$36,767
Benefits paid (including direct rollovers)2020-12-31$35,873
Total plan assets at end of year2020-12-31$1,415,774
Total plan assets at beginning of year2020-12-31$1,186,958
Value of fidelity bond covering the plan2020-12-31$325,000
Total contributions received or receivable from participants2020-12-31$54,000
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$167,347
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$228,816
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,415,774
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,186,958
Total contributions received or receivable from employer(s)2020-12-31$44,236
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$894
2019 : BRYAN SHUMAKER PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$306,797
Expenses. Total of all expenses incurred2019-12-31$921,215
Benefits paid (including direct rollovers)2019-12-31$920,722
Total plan assets at end of year2019-12-31$1,186,958
Total plan assets at beginning of year2019-12-31$1,801,376
Value of fidelity bond covering the plan2019-12-31$325,000
Total contributions received or receivable from participants2019-12-31$53,700
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$203,650
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-614,418
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,186,958
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,801,376
Total contributions received or receivable from employer(s)2019-12-31$49,447
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$493
2018 : BRYAN SHUMAKER PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$151,930
Expenses. Total of all expenses incurred2018-12-31$503,917
Benefits paid (including direct rollovers)2018-12-31$503,468
Total plan assets at end of year2018-12-31$1,801,376
Total plan assets at beginning of year2018-12-31$2,153,363
Value of fidelity bond covering the plan2018-12-31$325,000
Total contributions received or receivable from participants2018-12-31$51,200
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$54,209
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-351,987
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,801,376
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,153,363
Total contributions received or receivable from employer(s)2018-12-31$46,521
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$449
2017 : BRYAN SHUMAKER PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$352,992
Expenses. Total of all expenses incurred2017-12-31$1,433
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$2,153,363
Total plan assets at beginning of year2017-12-31$1,801,804
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$61,100
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$245,001
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$351,559
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,153,363
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,801,804
Total contributions received or receivable from employer(s)2017-12-31$46,891
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,433
2016 : BRYAN SHUMAKER PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$196,172
Expenses. Total of all expenses incurred2016-12-31$185,441
Benefits paid (including direct rollovers)2016-12-31$185,000
Total plan assets at end of year2016-12-31$1,801,804
Total plan assets at beginning of year2016-12-31$1,791,073
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$63,600
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$85,932
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$10,731
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,801,804
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,791,073
Total contributions received or receivable from employer(s)2016-12-31$46,640
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$441
2015 : BRYAN SHUMAKER PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$104,129
Expenses. Total of all expenses incurred2015-12-31$393
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,791,073
Total plan assets at beginning of year2015-12-31$1,687,337
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$62,893
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-4,399
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$103,736
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,791,073
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,687,337
Total contributions received or receivable from employer(s)2015-12-31$45,635
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$393
2014 : BRYAN SHUMAKER PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$204,602
Expenses. Total of all expenses incurred2014-12-31$515
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,687,337
Total plan assets at beginning of year2014-12-31$1,483,250
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$61,600
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$109,420
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$204,087
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,687,337
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,483,250
Total contributions received or receivable from employer(s)2014-12-31$33,582
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$515
2013 : BRYAN SHUMAKER PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$273,939
Expenses. Total of all expenses incurred2013-12-31$515
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,483,250
Total plan assets at beginning of year2013-12-31$1,209,826
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$61,600
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$165,284
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$273,424
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,483,250
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,209,826
Total contributions received or receivable from employer(s)2013-12-31$47,055
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$515
2012 : BRYAN SHUMAKER PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$160,921
Expenses. Total of all expenses incurred2012-12-31$451
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,209,826
Total plan assets at beginning of year2012-12-31$1,049,356
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$61,200
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$66,540
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$160,470
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,209,826
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,049,356
Total contributions received or receivable from employer(s)2012-12-31$33,181
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$451
2011 : BRYAN SHUMAKER PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$76,738
Expenses. Total of all expenses incurred2011-12-31$14,716
Benefits paid (including direct rollovers)2011-12-31$14,101
Total plan assets at end of year2011-12-31$1,049,356
Total plan assets at beginning of year2011-12-31$987,334
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$57,600
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-8,241
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$62,022
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,049,356
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$987,334
Total contributions received or receivable from employer(s)2011-12-31$27,379
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$615
2010 : BRYAN SHUMAKER PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$180,529
Expenses. Total of all expenses incurred2010-12-31$500
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$987,334
Total plan assets at beginning of year2010-12-31$807,305
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$53,350
Expenses. Other expenses not covered elsewhere2010-12-31$500
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$77,493
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$180,029
Net plan assets at end of year (total assets less liabilities)2010-12-31$987,334
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$807,305
Total contributions received or receivable from employer(s)2010-12-31$49,686
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for BRYAN SHUMAKER PROFIT SHARING PLAN

2022: BRYAN SHUMAKER PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BRYAN SHUMAKER PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRYAN SHUMAKER PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRYAN SHUMAKER PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRYAN SHUMAKER PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRYAN SHUMAKER PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRYAN SHUMAKER PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRYAN SHUMAKER PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRYAN SHUMAKER PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRYAN SHUMAKER PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRYAN SHUMAKER PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRYAN SHUMAKER PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BRYAN SHUMAKER PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BRYAN SHUMAKER PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number011368049
Policy instance 1
Insurance contract or identification number011368049
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Life Insurance Welfare BenefitYes
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number011368049
Policy instance 1
Insurance contract or identification number011368049
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $149
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Life Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $149
Amount paid for insurance broker fees0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number011368049
Policy instance 1
Insurance contract or identification number011368049
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $149
Are there contracts with allocated funds for individual policies?1
Life Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $149
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number011368049
Policy instance 1
Insurance contract or identification number011368049
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $149
Are there contracts with allocated funds for individual policies?1
Life Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $149
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number011368049
Policy instance 1
Insurance contract or identification number011368049
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $149
Are there contracts with allocated funds for individual policies?1
Life Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $149
Insurance broker organization code?3
Insurance broker nameFRAZER RICHARD S
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number011368049
Policy instance 1
Insurance contract or identification number011368049
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $157
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $26,180
Commission paid to Insurance BrokerUSD $157
Insurance broker organization code?3
Insurance broker nameFRAZER RICHARD S
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number011368049
Policy instance 1
Insurance contract or identification number011368049
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $157
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $26,180
Commission paid to Insurance BrokerUSD $157
Insurance broker organization code?3
Insurance broker nameFRAZER RICHARD S
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number011368049
Policy instance 1
Insurance contract or identification number011368049
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $498
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $26,180
Commission paid to Insurance BrokerUSD $262
Insurance broker organization code?3
Insurance broker nameRICHARD S FRAZER
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number011368049
Policy instance 1
Insurance contract or identification number011368049
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $498
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $26,180
Commission paid to Insurance BrokerUSD $262
Insurance broker organization code?3
Insurance broker nameRICHARD S FRAZER
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number011368049
Policy instance 1
Insurance contract or identification number011368049
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $498
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $26,180
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number011368049
Policy instance 1
Insurance contract or identification number011368049
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $759
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $26,180
Commission paid to Insurance BrokerUSD $523
Insurance broker organization code?3
Insurance broker nameRICHARD S FRAZER

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