HUESMAN-SCHMID INSURANCE AGENCY INC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: HUESMAN-SCHMID 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 20 |
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 | 5 |
Total of all active and inactive participants | 2022-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 26 |
Number of participants with account balances | 2022-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: HUESMAN-SCHMID 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 17 |
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 | 2 |
Total of all active and inactive participants | 2021-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 19 |
Number of participants with account balances | 2021-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: HUESMAN-SCHMID 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 3 |
Total of all active and inactive participants | 2020-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 21 |
Number of participants with account balances | 2020-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
Measure | Date | Value |
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2022 : HUESMAN-SCHMID 401(K) PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-104,502 |
Expenses. Total of all expenses incurred | 2022-12-31 | $60,870 |
Benefits paid (including direct rollovers) | 2022-12-31 | $46,830 |
Total plan assets at end of year | 2022-12-31 | $1,235,499 |
Total plan assets at beginning of year | 2022-12-31 | $1,400,871 |
Value of fidelity bond covering the plan | 2022-12-31 | $150,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $85,985 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $12,843 |
Other income received | 2022-12-31 | $-230,486 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-165,372 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,235,499 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,400,871 |
Assets. Value of participant loans | 2022-12-31 | $802 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $27,156 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $14,040 |
2021 : HUESMAN-SCHMID 401(K) PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $293,640 |
Expenses. Total of all expenses incurred | 2021-12-31 | $207,292 |
Benefits paid (including direct rollovers) | 2021-12-31 | $192,810 |
Total plan assets at end of year | 2021-12-31 | $1,400,871 |
Total plan assets at beginning of year | 2021-12-31 | $1,314,523 |
Value of fidelity bond covering the plan | 2021-12-31 | $100,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $75,431 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $28,566 |
Other income received | 2021-12-31 | $163,603 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $86,348 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,400,871 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,314,523 |
Assets. Value of participant loans | 2021-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $26,040 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $14,482 |
2020 : HUESMAN-SCHMID 401(K) PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $137,589 |
Expenses. Total of all expenses incurred | 2020-12-31 | $63,514 |
Benefits paid (including direct rollovers) | 2020-12-31 | $59,185 |
Total plan assets at end of year | 2020-12-31 | $1,314,523 |
Total plan assets at beginning of year | 2020-12-31 | $1,240,448 |
Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
Total contributions received or receivable from participants | 2020-12-31 | $42,557 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $75,401 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $74,075 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,314,523 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,240,448 |
Assets. Value of participant loans | 2020-12-31 | $15,488 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $19,631 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $4,329 |
2022: HUESMAN-SCHMID 401(K) PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2021: HUESMAN-SCHMID 401(K) PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2020: HUESMAN-SCHMID 401(K) PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |