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SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameSCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number 001

SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

SCHAEFER & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:SCHAEFER & ASSOCIATES, INC.
Employer identification number (EIN):311447315
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about SCHAEFER & ASSOCIATES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1995-11-01
Company Identification Number: 922179
Legal Registered Office Address: 3119 MONTCLAIR AVE
-
LEWIS CENTER
United States of America (USA)
430350000

More information about SCHAEFER & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOSEPH P. SCHAEFER JOSEPH P. SCHAEFER2018-07-26
0012016-01-01JOSEPH P. SCHAEFER JOSEPH P. SCHAEFER2017-07-28
0012015-01-01JOSEPH P. SCHAEFER JOSEPH P. SCHAEFER2016-07-27
0012014-01-01JOSEPH P. SCHAEFER JOSEPH P. SCHAEFER2015-07-30
0012013-01-01JOSEPH P. SCHAEFER JOSEPH P. SCHAEFER2014-07-25
0012012-01-01JOSEPH P. SCHAEFER JOSEPH P. SCHAEFER2013-10-15
0012011-01-01JOSEPH P. SCHAEFER JOSEPH P. SCHAEFER2012-07-31
0012010-01-01JOSEPH P. SCHAEFER JOSEPH P. SCHAEFER2011-10-15
0012009-01-01JOSEPH P. SCHAEFER JOSEPH P. SCHAEFER2010-07-22

Plan Statistics for SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN

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

Financial Data on SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2021 : SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$47,254
Expenses. Total of all expenses incurred2021-12-31$1,702,425
Benefits paid (including direct rollovers)2021-12-31$1,702,425
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$1,655,171
Other income received2021-12-31$47,254
Net income (gross income less expenses)2021-12-31$-1,655,171
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,655,171
2020 : SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$224,492
Total plan assets at end of year2020-12-31$1,655,171
Total plan assets at beginning of year2020-12-31$1,430,679
Other income received2020-12-31$224,492
Net income (gross income less expenses)2020-12-31$224,492
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,655,171
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,430,679
2019 : SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$974,662
Expenses. Total of all expenses incurred2019-12-31$58,709
Benefits paid (including direct rollovers)2019-12-31$58,709
Total plan assets at end of year2019-12-31$1,430,679
Total plan assets at beginning of year2019-12-31$514,726
Contributions received from other sources (not participants or employers)2019-12-31$861,721
Other income received2019-12-31$112,941
Net income (gross income less expenses)2019-12-31$915,953
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,430,679
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$514,726
2018 : SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-36,499
Total plan assets at end of year2018-12-31$514,726
Total plan assets at beginning of year2018-12-31$551,225
Other income received2018-12-31$-36,499
Net income (gross income less expenses)2018-12-31$-36,499
Net plan assets at end of year (total assets less liabilities)2018-12-31$514,726
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$551,225
2017 : SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$77,895
Total plan assets at end of year2017-12-31$551,225
Total plan assets at beginning of year2017-12-31$473,330
Other income received2017-12-31$77,895
Net income (gross income less expenses)2017-12-31$77,895
Net plan assets at end of year (total assets less liabilities)2017-12-31$551,225
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$473,330
2016 : SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$34,325
Expenses. Total of all expenses incurred2016-12-31$2,406
Total plan assets at end of year2016-12-31$473,330
Total plan assets at beginning of year2016-12-31$441,411
Value of fidelity bond covering the plan2016-12-31$50,000
Other income received2016-12-31$34,325
Net income (gross income less expenses)2016-12-31$31,919
Net plan assets at end of year (total assets less liabilities)2016-12-31$473,330
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$441,411
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,406
2015 : SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-1,116
Expenses. Total of all expenses incurred2015-12-31$3,240
Total plan assets at end of year2015-12-31$441,411
Total plan assets at beginning of year2015-12-31$445,767
Value of fidelity bond covering the plan2015-12-31$50,000
Other income received2015-12-31$-1,116
Net income (gross income less expenses)2015-12-31$-4,356
Net plan assets at end of year (total assets less liabilities)2015-12-31$441,411
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$445,767
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,240
2014 : SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$27,553
Expenses. Total of all expenses incurred2014-12-31$3,045
Total plan assets at end of year2014-12-31$445,767
Total plan assets at beginning of year2014-12-31$421,259
Value of fidelity bond covering the plan2014-12-31$50,000
Other income received2014-12-31$27,553
Net income (gross income less expenses)2014-12-31$24,508
Net plan assets at end of year (total assets less liabilities)2014-12-31$445,767
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$421,259
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,045
2013 : SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$70,649
Expenses. Total of all expenses incurred2013-12-31$2,700
Total plan assets at end of year2013-12-31$421,259
Total plan assets at beginning of year2013-12-31$353,310
Value of fidelity bond covering the plan2013-12-31$50,000
Other income received2013-12-31$70,649
Net income (gross income less expenses)2013-12-31$67,949
Net plan assets at end of year (total assets less liabilities)2013-12-31$421,259
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$353,310
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,700
2012 : SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$42,718
Total plan assets at end of year2012-12-31$353,310
Total plan assets at beginning of year2012-12-31$310,592
Value of fidelity bond covering the plan2012-12-31$50,000
Other income received2012-12-31$42,718
Net income (gross income less expenses)2012-12-31$42,718
Net plan assets at end of year (total assets less liabilities)2012-12-31$353,310
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$310,592
2011 : SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-5,929
Total plan assets at end of year2011-12-31$310,592
Total plan assets at beginning of year2011-12-31$316,521
Value of fidelity bond covering the plan2011-12-31$50,000
Other income received2011-12-31$-5,929
Net income (gross income less expenses)2011-12-31$-5,929
Net plan assets at end of year (total assets less liabilities)2011-12-31$310,592
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$316,521
2010 : SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$43,522
Total plan assets at end of year2010-12-31$316,521
Total plan assets at beginning of year2010-12-31$272,999
Value of fidelity bond covering the plan2010-12-31$50,000
Other income received2010-12-31$43,522
Net income (gross income less expenses)2010-12-31$43,522
Net plan assets at end of year (total assets less liabilities)2010-12-31$316,521
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$272,999

Form 5500 Responses for SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN

2021: SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SCHAEFER & ASSOCIATES, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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