SCHOLTEN FANT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCHOLTEN FANT RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2025: SCHOLTEN FANT RETIREMENT SAVINGS PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-02-17 | 34 |
| Total number of particpants at end of year | 2025-02-17 | 35 |
| Number of Participants With Account Balances | 2025-02-17 | 34 |
| 2014: SCHOLTEN FANT RETIREMENT SAVINGS PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-04-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 34 |
| Number of retired or separated participants receiving benefits | 2014-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 14 |
| Total of all active and inactive participants | 2014-04-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 0 |
| Total participants | 2014-04-01 | 48 |
| Number of participants with account balances | 2014-04-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 0 |
| 2013: SCHOLTEN FANT RETIREMENT SAVINGS PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-04-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 36 |
| Number of retired or separated participants receiving benefits | 2013-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 10 |
| Total of all active and inactive participants | 2013-04-01 | 46 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
| Total participants | 2013-04-01 | 46 |
| Number of participants with account balances | 2013-04-01 | 46 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 0 |
| 2012: SCHOLTEN FANT RETIREMENT SAVINGS PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-04-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 38 |
| Number of retired or separated participants receiving benefits | 2012-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 10 |
| Total of all active and inactive participants | 2012-04-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 0 |
| Total participants | 2012-04-01 | 48 |
| Number of participants with account balances | 2012-04-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 0 |
| 2011: SCHOLTEN FANT RETIREMENT SAVINGS PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-04-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 41 |
| Number of retired or separated participants receiving benefits | 2011-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 10 |
| Total of all active and inactive participants | 2011-04-01 | 51 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 0 |
| Total participants | 2011-04-01 | 51 |
| Number of participants with account balances | 2011-04-01 | 51 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 0 |
| 2009: SCHOLTEN FANT RETIREMENT SAVINGS PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-04-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 43 |
| Number of retired or separated participants receiving benefits | 2009-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 5 |
| Total of all active and inactive participants | 2009-04-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
| Total participants | 2009-04-01 | 48 |
| Number of participants with account balances | 2009-04-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : SCHOLTEN FANT RETIREMENT SAVINGS PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-02-17 | 222241 |
| Net assets as of the end of the plan year | 2025-02-17 | 8254238 |
| Total assets as of the beginning of the plan year | 2025-02-17 | 6882306 |
| Value of plan covered by a fidelity bond | 2025-02-17 | 500000 |
| Participant contributions to plan in this plan year | 2025-02-17 | 226715 |
| Value of participant loans at end of plan year | 2025-02-17 | 21633 |
| Other income to plan in this plan year | 2025-02-17 | 1136384 |
| Plan net income in this plan year | 2025-02-17 | 1371932 |
| Net assets as of the end of the plan year | 2025-02-17 | 8254238 |
| Net assets as of the beginning of the plan year | 2025-02-17 | 6882306 |
| Employer contributions to plan in this plan year | 2025-02-17 | 231074 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-02-17 | 31195 |
| 2015 : SCHOLTEN FANT RETIREMENT SAVINGS PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-03-31 | $759,572 |
| Expenses. Total of all expenses incurred | 2015-03-31 | $160,853 |
| Benefits paid (including direct rollovers) | 2015-03-31 | $85,268 |
| Total plan assets at end of year | 2015-03-31 | $11,463,609 |
| Total plan assets at beginning of year | 2015-03-31 | $10,864,890 |
| Value of fidelity bond covering the plan | 2015-03-31 | $550,000 |
| Total contributions received or receivable from participants | 2015-03-31 | $217,977 |
| Expenses. Other expenses not covered elsewhere | 2015-03-31 | $2,840 |
| Other income received | 2015-03-31 | $310,738 |
| Net income (gross income less expenses) | 2015-03-31 | $598,719 |
| Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $11,463,609 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $10,864,890 |
| Assets. Value of participant loans | 2015-03-31 | $72,839 |
| Assets. Value of real-estate (other than employer real property) | 2015-03-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-03-31 | $230,857 |
| Value of corrective distributions | 2015-03-31 | $771 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-03-31 | $71,974 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-03-31 | $0 |
| 2014 : SCHOLTEN FANT RETIREMENT SAVINGS PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-03-31 | $1,001,289 |
| Expenses. Total of all expenses incurred | 2014-03-31 | $617,245 |
| Benefits paid (including direct rollovers) | 2014-03-31 | $541,372 |
| Total plan assets at end of year | 2014-03-31 | $10,864,890 |
| Total plan assets at beginning of year | 2014-03-31 | $10,480,846 |
| Value of fidelity bond covering the plan | 2014-03-31 | $550,000 |
| Total contributions received or receivable from participants | 2014-03-31 | $163,696 |
| Expenses. Other expenses not covered elsewhere | 2014-03-31 | $1,424 |
| Other income received | 2014-03-31 | $635,904 |
| Net income (gross income less expenses) | 2014-03-31 | $384,044 |
| Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $10,864,890 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $10,480,846 |
| Assets. Value of participant loans | 2014-03-31 | $95,212 |
| Assets. Value of real-estate (other than employer real property) | 2014-03-31 | $265,200 |
| Total contributions received or receivable from employer(s) | 2014-03-31 | $201,689 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-03-31 | $74,449 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-03-31 | $0 |
| 2013 : SCHOLTEN FANT RETIREMENT SAVINGS PLAN 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-03-31 | $0 |
| Total income from all sources | 2013-03-31 | $1,275,756 |
| Expenses. Total of all expenses incurred | 2013-03-31 | $429,714 |
| Benefits paid (including direct rollovers) | 2013-03-31 | $379,452 |
| Total plan assets at end of year | 2013-03-31 | $10,480,846 |
| Total plan assets at beginning of year | 2013-03-31 | $9,634,804 |
| Value of fidelity bond covering the plan | 2013-03-31 | $550,000 |
| Total contributions received or receivable from participants | 2013-03-31 | $232,985 |
| Expenses. Other expenses not covered elsewhere | 2013-03-31 | $2,853 |
| Contributions received from other sources (not participants or employers) | 2013-03-31 | $95,020 |
| Other income received | 2013-03-31 | $723,325 |
| Net income (gross income less expenses) | 2013-03-31 | $846,042 |
| Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $10,480,846 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $9,634,804 |
| Assets. Value of participant loans | 2013-03-31 | $90,276 |
| Assets. Value of real-estate (other than employer real property) | 2013-03-31 | $385,183 |
| Total contributions received or receivable from employer(s) | 2013-03-31 | $224,426 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-03-31 | $47,409 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-03-31 | $0 |
| 2012 : SCHOLTEN FANT RETIREMENT SAVINGS PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-03-31 | $0 |
| Total plan liabilities at beginning of year | 2012-03-31 | $0 |
| Total income from all sources | 2012-03-31 | $511,094 |
| Expenses. Total of all expenses incurred | 2012-03-31 | $55,124 |
| Benefits paid (including direct rollovers) | 2012-03-31 | $21,338 |
| Total plan assets at end of year | 2012-03-31 | $9,634,804 |
| Total plan assets at beginning of year | 2012-03-31 | $9,178,834 |
| Value of fidelity bond covering the plan | 2012-03-31 | $550,000 |
| Total contributions received or receivable from participants | 2012-03-31 | $163,323 |
| Expenses. Other expenses not covered elsewhere | 2012-03-31 | $2,822 |
| Other income received | 2012-03-31 | $127,301 |
| Net income (gross income less expenses) | 2012-03-31 | $455,970 |
| Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $9,634,804 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $9,178,834 |
| Assets. Value of participant loans | 2012-03-31 | $114,164 |
| Assets. Value of real-estate (other than employer real property) | 2012-03-31 | $438,183 |
| Total contributions received or receivable from employer(s) | 2012-03-31 | $220,470 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-03-31 | $30,964 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-03-31 | $0 |
| 2011 : SCHOLTEN FANT RETIREMENT SAVINGS PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-03-31 | $0 |
| Total plan liabilities at beginning of year | 2011-03-31 | $0 |
| Total income from all sources | 2011-03-31 | $1,313,789 |
| Expenses. Total of all expenses incurred | 2011-03-31 | $202,436 |
| Benefits paid (including direct rollovers) | 2011-03-31 | $180,302 |
| Total plan assets at end of year | 2011-03-31 | $9,178,834 |
| Total plan assets at beginning of year | 2011-03-31 | $8,067,481 |
| Value of fidelity bond covering the plan | 2011-03-31 | $550,000 |
| Total contributions received or receivable from participants | 2011-03-31 | $174,029 |
| Expenses. Other expenses not covered elsewhere | 2011-03-31 | $570 |
| Other income received | 2011-03-31 | $907,152 |
| Net income (gross income less expenses) | 2011-03-31 | $1,111,353 |
| Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $9,178,834 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $8,067,481 |
| Assets. Value of participant loans | 2011-03-31 | $99,727 |
| Assets. Value of real-estate (other than employer real property) | 2011-03-31 | $517,263 |
| Total contributions received or receivable from employer(s) | 2011-03-31 | $232,608 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-03-31 | $21,564 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-03-31 | $0 |
| 2010 : SCHOLTEN FANT RETIREMENT SAVINGS PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-03-31 | $0 |
| 2014: SCHOLTEN FANT RETIREMENT SAVINGS PLAN 2014 form 5500 responses |
|---|
| 2014-04-01 | Type of plan entity | Single employer plan |
| 2014-04-01 | Submission has been amended | No |
| 2014-04-01 | This submission is the final filing | No |
| 2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-04-01 | Plan is a collectively bargained plan | No |
| 2014-04-01 | Plan funding arrangement – Insurance | Yes |
| 2014-04-01 | Plan funding arrangement – Trust | Yes |
| 2014-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-04-01 | Plan benefit arrangement - Trust | Yes |
| 2013: SCHOLTEN FANT RETIREMENT SAVINGS PLAN 2013 form 5500 responses |
|---|
| 2013-04-01 | Type of plan entity | Single employer plan |
| 2013-04-01 | Submission has been amended | No |
| 2013-04-01 | This submission is the final filing | No |
| 2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-04-01 | Plan is a collectively bargained plan | No |
| 2013-04-01 | Plan funding arrangement – Insurance | Yes |
| 2013-04-01 | Plan funding arrangement – Trust | Yes |
| 2013-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-04-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SCHOLTEN FANT RETIREMENT SAVINGS PLAN 2012 form 5500 responses |
|---|
| 2012-04-01 | Type of plan entity | Single employer plan |
| 2012-04-01 | Submission has been amended | No |
| 2012-04-01 | This submission is the final filing | No |
| 2012-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-04-01 | Plan is a collectively bargained plan | No |
| 2012-04-01 | Plan funding arrangement – Insurance | Yes |
| 2012-04-01 | Plan funding arrangement – Trust | Yes |
| 2012-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-04-01 | Plan benefit arrangement - Trust | Yes |
| 2011: SCHOLTEN FANT RETIREMENT SAVINGS PLAN 2011 form 5500 responses |
|---|
| 2011-04-01 | Type of plan entity | Single employer plan |
| 2011-04-01 | Submission has been amended | No |
| 2011-04-01 | This submission is the final filing | No |
| 2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-04-01 | Plan is a collectively bargained plan | No |
| 2011-04-01 | Plan funding arrangement – Insurance | Yes |
| 2011-04-01 | Plan funding arrangement – Trust | Yes |
| 2011-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-04-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SCHOLTEN FANT RETIREMENT SAVINGS PLAN 2009 form 5500 responses |
|---|
| 2009-04-01 | Type of plan entity | Single employer plan |
| 2009-04-01 | Submission has been amended | No |
| 2009-04-01 | This submission is the final filing | No |
| 2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-04-01 | Plan is a collectively bargained plan | No |
| 2009-04-01 | Plan funding arrangement – Insurance | Yes |
| 2009-04-01 | Plan funding arrangement – Trust | Yes |
| 2009-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-04-01 | Plan benefit arrangement - Trust | Yes |